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Build a 'Scheduled' Base Behaviour (Standard and Custom objects)
Build a 'Scheduled' Base Behaviour (Standard and Custom objects)
Updated over a week ago

Scheduled Base Behaviours can be created to assess users' behaviours at a specific interval. Once activated in a running Competition or Experience Group the assessment of the Behaviour will run based on the Scheduler defined in the Base Behaviour.

A Scheduled Base Behaviour is very similar to creating a One-Off Base Behaviour. Build your Scheduled Base Behaviour as per the 'One-Off' for these sections - Information Section, Evaluation Criteria Section, Insights Section, Additional Information Section, Behaviour Criteria Section

In a 'Scheduled' type of Base Behaviour 'non-triggerable' as well as all 'triggerable' Objects can be selected from the 'New Base Behaviour' Wizard. The following non-triggerable objects are currently supported:

  • AccountTeamMember

  • AccountContactRole

  • CaseArticle

  • OpportunityCompetitor

  • OpportunityContactRole

Note: currently salesforce does not support Triggers on some of their objects (see above list) so Sumo cannot work in real-time. The only way of observing these objects is to use a scheduled Base Behaviour

Base_Behaviour_-_new_Scheduled_-_select_triggerable_object.png

A new section is available in a Scheduled Base Behaviour - Schedule Criteria

Scheduler - This allows you to specify the frequency of the assessment of the Base Behaviour to either Daily, Weekly or Monthly. In this example, the Behaviour will be assessed Weekly - every Friday at 10.30pm

Note: Dependant on the criteria you are trying to capture you may wish to limit your Behaviour Criteria to reward for actions completed at the end of the existing day and so set the time to run after business hours to capture the criteria in the full scheduled period. If you set your schedule daily in the early morning to reward for the previous day, it is usual to add a date related field to your criteria. e.g 'opportunity last modified/created date' = yesterday'

BB_-_new_Scheduled_CRON_builder_example.png
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