Create or Modify Decision Matrices by Using CSV Files
Use CSV files to create or update decision matrices to save time and effort, especially
if you're dealing with sizable data. Create the CSV file in the specified format to successfully
add data to a decision matrix version.
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, update, and delete decision matrices and matrix versions:
Rule Engine Designer
To use decision matrices in Business Rules Engine:
Rule Engine Runtime
Considerations for Preparing a CSV File for Upload Let’s look at the prerequisites and considerations to prepare your CSV file. Ensure that the file complies with the specified format to make sure that your CSV upload goes smoothly and that all the data is added or updated successfully.
Create a Standard Decision Matrix by Using a CSV File Use a CSV file to create decision matrices, especially if you're dealing with sizable data, and save the time and effort of manually creating column headers and adding row data.
Modify a Standard Decision Matrix by Using a CSV File Use a CSV file to update the data in decision matrices to save the time and effort of manually updating the data, especially if you're dealing with sizable data. When you use a CSV file to update an existing matrix version, only row data is updated.
Hjalp denne artikkelen med å løse problemet ditt?
La oss få vite det slik at vi kan forbedre!
Laster
Salesforce Help | Article
Cookie Consent Manager
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.