Create a Rule Base

An object’s rule base includes all the rules, states, functions, and variables associated with that object. The process for creating a rule base consists of creating all the elements that make up the rule base and includes these main steps.

This process, especially states and functions, doesn't apply to custom object business rules. Custom object business rules use the new business rules engine.

1. Open the Rules editor and select the object type of the rule base on the ribbon. This can be an answer, contact, incident, chat, opportunity, organization, or task.
2. Create an initial state for the rule base.
3. Add additional states, functions, and variables as necessary.
4. Add rules to each state and function.
5. Reorder the rules within states and functions as necessary.
6. Activate the rule base.
7. Verify that the rules are performing as expected.