To unlock the full potential of Gauge, accurate and complete sentiment data is essential. This is where Salesforce Validation Rules come into play.
What Are Validation Rules?
Validation Rules are custom rules defined by you (or your Salesforce Admin) to help streamline your company processes. They outline criteria for how data should be entered into Salesforce and trigger an error message when the criteria is not met.
For example, if you want CSMs to include notes whenever they record a ‘High Risk’ sentiment, you can create a validation rule that prevents the sentiment from being saved unless the notes section is filled out. See Example Rule #1 for more detail on this.
How Do Validation Rules Enhance Gauge?
Improve Data Quality: Validation Rules prevent Gauge users from saving incomplete sentiment data.
Streamline Data Entry: Error messages prompt users to record sentiment data according to company processes.
Increase Confidence in Insights: Knowing rules are in place, you can trust the insights produced by Gauge.
Setting Up Validation Rules for Gauge
Validation Rules are created in Salesforce Setup. The following video shows you how to navigate to the correct area of the settings for Gauge.
Example Rule #1: CSMs must include notes when recording a ‘High Risk’ sentiment.
Indicating that a customer’s sentiment is ‘High Risk’ is serious and requires context. This Validation Rule ensures the user includes details on why the customer is so dissatisfied.
Error Condition Formula:
ISPICKVAL(cstoolkit__Sentiment__c, 'High Risk') && ISBLANK(Description)
Example Rule #2: CSMs must include tags when recording any sentiment.
Gauge’s tags feature is a helpful tool to categorize and analyze sentiment data with. This rule is a great way to ensure users assign tags, so you get full advantage of the tags feature.
Error Condition Formula:
NOT(ISPICKVAL(cstoolkit__Sentiment__c, '')) && ISBLANK(cstoolkit__Tags__c)
Ready to Get Started?
Setting up Validation Rules is a simple yet powerful way to enhance your experience with Gauge. Invest a little time now to reap significant benefits in data quality, efficiency, and the overall value from Gauge.
