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Business Rules Engine
Invoke a Decision Matrix in a Flow

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Invoke a Decision Matrix in a Flow

After a decision matrix is activated, invoke the decision matrix in a flow to provide outcomes and use the outcomes in the flow.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions for clouds that have Business Rules Engine enabled
User Permissions Needed
To create a flow: Manage Flow
To invoke a decision matrix: Rule Engine Runtime
  1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
  2. Click New Flow.
  3. In the New Flow window, select a flow type, and then click Create.
  4. Click Add element icon, and then select Action.
  5. In the New Action window, complete these steps:
    1. In the category section, select Decision Matrices.
      Note
      Note The Decision Matrices category is available in the New Action window only when your Salesforce org has a decision matrix with at least one active version.
    2. In the Action field, look for, and then select the decision matrix you want to run.
      Tip
      Tip When you invoke a decision matrix, the matrix version that’s active at the invocation time is considered. If multiple matrix versions are active at the same time, the version with the highest rank is considered. For example, when a matrix has active versions with ranks 1, 2, 3, and 4, the version with rank 4 is considered.
    3. Enter a label for the decision matrix you selected.
      The API name autopopulates from the label you enter.
    4. If needed, enter a description.
    5. In the Set Input Values section, enter values for the input variables defined in the decision matrix.
    6. In the Advanced section, if needed, enable manual assignment for output variables.
      With manual assignment, you can map the decision matrix output to a new resource that the flow can use.
    7. Click Done.
  6. Use other elements in the flow to decide how the outcomes returned by the decision matrix are stored or processed later.
  7. Save and activate your flow.
 
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