![]() ![]() You can add as many conditions as you like, using any of the options that populate in the dropdown for the particular Trigger you chose above.Įach condition is made up of three parts. Next, you can set some conditions that this Rule needs to meet, or not meet, in order to continue. If a trigger only has one option, you will automatically proceed to the next step when you select a trigger. If a trigger has multiple options you will be asked to select which option you would like to use from a list. Some triggers have multiple options, while others do not. Select which activity category in Mixmax you want to be the trigger for this rule: The rule trigger is the action that will start the rule. Next, you need to set up what this rule actually does. Start by giving your rule a name, this will help you identify it in future so you can quickly make changes. Trigger when something happens, check that these F ilter conditions have been met and, if they have, perform this Action. You'll then be presented with a series of steps that you need to take to get your rule working. To set up a new Rule, click on the New Rule button. Getting Started with Rules Creating a new rule ![]() ![]() This can occur, for example, if automated script or application makes updates across your entire Salesforce instance at one time. Occasionally they may take up to 120 minutes, if the rules are extremely complicated or a large amount of data is updated at the same time. We have built our system to be highly scalable and performant, while enabling your data to be secure. Most rules are executed within 10-20 minutes from the time they are triggered. Rules can be extremely complicated and may be used to perform a significant number of events at a time. We understand that timely execution of rules is critical to enabling your workflows to operate smoothly. ![]()
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