Salesforce Attributes
On successful integration of the Salesforce, CustomFit displays 3 different Salesforce categories under which we have the various attributes:
Salesforce Leads
Salesforce Contact
Salesforce Account
All the Salesforce attributes can be attached to the visitors as query parameters. To write a rule based on Salesforce attributes
Click on Add rules
Click on the Attribute field
In the dropdown, you can see the Salesforce Lead section
If you select String type property then the supported operation types for String type attributes are:
IS_ONE_OF, IS_NOT_ONE_OF
Use this operation type if you want to match each character from start to end. For example, to target the visitors with the Company name as CustomFit.ai. So, the rule will be Company IS_ONE_OF CustomFit.ai then, serve them B1 behavior.
For example, to target the visitors apart from the CustomFit.ai company. So, the rule will be Company IS_NOT_ONE_OF CustomFit.ai then, serve them B2 behavior
STARTS_WITH, DOES_NOT_STARTS_WITH
Use this operation to perform the prefix match with the query parameter value. For example, to target the visitors whose first name starts with Smith. So the rule will be FirstName STARTS_WITH Smith then, serve them B1 behavior
For example, to target the visitors whose first name does not starts with Smith. So the rule will be FirstName DOES_NOT_STARTS_WITH Smith then, serve them B2 behavior
ENDS_WITH, DOES_NOT_ENDS_WITH
Use this operation to perform the suffix match with the query parameter value. For example, to target the visitors whose Email ends with ai domain. So the rule will be Email ENDS_WITH ai then, serve them B1 behavior
For example, to target the visitors whose Email does not ends with ai domain. So the rule will be Email DOES_NOT_ENDS_WITH ai then, serve them B2 behavior
CONTAINS, DOES_NOT_CONTAINS
Use this operation to perform the substring match with the query parameter value.
For example, to target the visitors whose DATA_QUALITY_DESCRIPTION__C contains rating. So the rule will be DATA_QUALITY_DESCRIPTION__C CONTAINS rating then, serve them B1 behavior
For example, to target the visitors whose DATA_QUALITY_DESCRIPTION__C does not contains rating. So the rule will be DATA_QUALITY_DESCRIPTION__C DOES_NOT_CONTAINS rating then, serve them B2 behavior
IS_SET, IS_NOT_SET
Use this operation to check whether the query parameter value has been set or not. For example, to target the visitors whose cleanstatus is known to us. So, the rule will be CleanStatus IS_SET then, serve them B1 behavior
For example, to target the visitors whose cleanstatus is not known to us. So, the rule will be CleanStatus IS_NOT_SET then, serve them B2 behavior
If you select Number type property then the supported operation types for Number type attributes are:
IS_ONE_OF, IS_NOT_ONE_OF
Use this operation type if you want to target the visitors whose DATA_QUALITY_SCORE__C is 1. So, the rule will be DATA_QUALITY_SCORE__C IS_ONE_OF 1 then, serve them B1 behavior
For example, if you want to target the visitors whose DATA_QUALITY_SCORE__C is not 1. So, the rule will be DATA_QUALITY_SCORE__C IS_NOT_ONE_OF 1 then, serve them B2 behavior
GREATER_THAN, GREATER_THAN_OR_EQUAL_TO
Use this operation type if you want to target visitors whose DATA_QUALITY_SCORE__C is greater than 0. So, DATA_QUALITY_SCORE__C is GREATER_THAN 0 then, serve them B1 behavior
For example, if you want to target visitors whose DATA_QUALITY_SCORE__C is greater than or equal to 0. So, DATA_QUALITY_SCORE__C is GREATER_THAN_OR_EQUAL_TO 0 then, serve them B2 behavior
LESS_THAN, LESS_THAN_OR_EQUAL_TO
Use this operation type if you want to target visitors whose DATA_QUALITY_SCORE__C is less than 1. So, the rule will be DATA_QUALITY_SCORE__C LESS_THAN 1 then, serve them B1 behavior
For example, if you want to target visitors whose DATA_QUALITY_SCORE__C is less than or equal to 1 year. So, the rule will be DATA_QUALITY_SCORE__C LESS_THAN_OR_EQUAL_TO 1 then, serve them B2 behavior
IS_SET, IS_NOT_SET
Use this operation to check whether the query parameter value has been set or not. For example, to target the visitors whose DATA_QUALITY_SCORE__C is known to us. So, the rule will be DATA_QUALITY_SCORE__C IS_SET then, serve them B1 behavior
For example, to target the visitors whose DATA_QUALITY_SCORE__C is not known to us. So, the rule will be DATA_QUALITY_SCORE__C IS_NOT_SET then, serve them B2 behavior
For reference, click on the link to know the list of Salesforce properties wrt Leads, Contact, and Account.
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