Decisions on Demand Helpdesk

FAQ 3

• What is the status of the Decisions on Demand service?
• Can I get a free trial of the AppExchange app?
• Can I get a live demo of the product?

Getting Started 4

• Schedule a demo
• How do I install the Decisions on Demand AppExchange app?
• Getting Started tutorial
• How do I create a new business policy?

Installation and setup 5

• How do I import a policy from another org?
• How do I manage the Decisions on Demand licenses?
• How do I initialize Decisions on Demand in a sandbox?
• Granting access rights using Permission Sets
• How can I bulk delete policy execution records?

FAQ 3

• Why do I not see checkboxes next to the records in the Test Console?
• Does Decisions on Demand work in Lightning?
• What to do if my rules don't appear to be working correctly?

Business Policy configuration 7

• How do I add a condition column to a Decision Table?
• How do I add a new Decision Table?
• How do I add an action column to a Decision Table?
• How do I add a restriction to a column?
• How do I add a global action parameter?

See all 7 articles

Rule authoring 2

• How do I upload a modified Excel file?
• How do I test my rules?

Policy invocation 6

• How do I create a List View button to invoke a policy?
• How do I invoke a policy on a regular schedule?
• How do I invoke a policy at one minute intervals?
• How do I set up a trigger to call a business policy?
• How do I run a manual batch job?

See all 6 articles

Assignment features 5

• How do I manage user working hours and absences?
• Can I have record assignments use a field other than OwnerId?
• How do I set up Load Balanced assignments?
• How do I customize the display name for assignment notification emails?
• How do I set up Weighted assignments?

APEX API 2

• How do I invoke the rule engine from APEX?
• How are APEX level customizations initialized?