Vault Rules Custom Fields
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New Custom Fields
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ObjectField LabelAPI NameTypePurposeLoaded ByRules that reference this fieldRules that update this field
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Usage DataStage SnapshotStage_Snapshot__cText (20 characters)To have the customer's Stage saved for that point in time. This allows for more insightful historical reporting on Usage Data.RulesLoad Current Stage and CSM to Usage Data from Customer Info V1
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Usage DataCSM SnapshotCSM_Snapshot__cLookup (User)To have the customer's CSM saved for that point in time. Automated CSM transition milestones are made possible with this.RulesLay CSM Transition Milestone V1Load Current Stage and CSM to Usage Data from Customer Info V1
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Usage DataPage ViewsPage_Views__cNumberTo track overall page views over time. This can be used to calculate Habits Scores, Usage Alert CTAs, and more.Rules
Habits Risk 1: Identify Daily Active Users V1
Habits Risk 2: Sum Daily Active Users and Page Views to Account Level V1
Habits Risk 3: Set Score Based on Percentage of Daily Active Users V1
Create Usage Drop CTA When Usage Falls >50% Compared to Prior 3 Week Avg V1
Create Usage Oppty CTA When Usage Rises >50% Compared to Prior 3 Week Avg V1
Load 0s to Usage Data (USERLEVEL) for Recent Users V1
Habits Risk 2: Sum Daily Active Users and Page Views to Account Level V1
Load 0s to Usage Data (ACCOUNTLEVEL) for Active Customers V1
Load 0s to Usage Data (USERLEVEL) for Recent Users V1
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Usage DataDaily Active UsersDaily_Active_Users__cNumberTo identify Daily Active Users on the USERLEVEL, and the sum of Daily Active Users on the ACCOUNTLEVELRules
Habits Risk 2: Sum Daily Active Users and Page Views to Account Level V1
Habits Risk 3: Set Score Based on Percentage of Daily Active Users V1
Habits Risk 1: Identify Daily Active Users V1
Habits Risk 2: Sum Daily Active Users and Page Views to Account Level V1
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Usage DataARR SnapshotARR_snapshot_cCurrencyTo have the customer's ARR saved for that point in time. This allows you to "Group By" these values in Report Builder for more insightful reporting.RulesLoad ARR to Usage Data for Weekly ARR Snapshot V1
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Customer InfoCSM TeamCSM_Team__c
picklist options: SMB, Enterprise, Strategic, No Team
For clean and fast segmentation of customers in Rules and Reporting.RulesLoad to Customer Info to Reset CSM Teams V1
Load to Customer Info the CSM Team based on Current CSM V1
Load to Customer Info to Reset CSM Teams V1
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Customer InfoUser BucketUser_Bucket__cpicklist options: 10 or less, 11-25, 26-50, 51-100, >100To allow for "Group By" for these values in Report Builder. This allows for more insightful reporting.RulesLoad to Customer Info User Bucket based on Number of Users V1
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Customer InfoAverage NPS BucketAverage_NPS_Bucket__cpicklist options: Promoter, Passive, Detractor, No Recent ResponsesTo allow for "Group By" for these values in Report Builder. This allows for more insightful reporting.Rules
NPS Bucketing 1: Load Default to Customer Info V1
NPS Bucketing 2: Load Promoter, Passive and Detractor to Customer Info V1
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Customer InfoKicked Off DateKicked_Off_Date__cDateTo hold the date the customer was toggled to Stage = Kicked Off. This date is then visible from all other objects with an account Lookup.Rules
Load to Customer Info Kicked Off, Launched, Adopting Date from Milestones V1
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Customer InfoLaunched DateLaunched_Date__cDateTo hold the date the customer was toggled to Stage = Launched. This date is then visible from all other objects with an account Lookup.Rules
Load to Customer Info Kicked Off, Launched, Adopting Date from Milestones V1
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Customer InfoAdopting DateAdopting_Date__cDateTo hold the date the customer was toggled to Stage = Adopting. This date is then visible from all other objects with an account Lookup.Rules
Load to Customer Info Kicked Off, Launched, Adopting Date from Milestones V1
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Customer InfoSegmentSegment_cPicklist options: SMB, Ent-MM, StrategicFor clean and fast segmentation of customers in Rules and Reporting.
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Case
Status (added Picklist options, not a new field)
Additional Picklist option: Product Risk, Verified Bug
To mark and track Cases as Product Risks & Bugs Risks
Create Product Risk CTA for SFDC Case marked as Product Risk V1
Product Risk: Set Score 1: Set Greens V1
Product Risk: Set Score 2: Set Yellows & Reds based on CTAs V1
Create Bugs Risk CTA for SFDC Case marked as Verified Bug V1
Bugs Risk: Set Score 1: Set Greens V1
Bugs Risk: Set Score 2: Set Yellows & Reds based on CTAs V1
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Custom Fields