Leverage the combined power of your Salesforce integration with Rally's flexible custom governance rules to streamline recruitment by removing CS roadblocks, ensuring everyone is in the loop and data stays fresh.
Utilizing this power combo has helped customers cut 3 days from their recruitment process because they no longer need to wait for CS to approve contacts for outreach.
Get Started with Salesforce + Governance
Custom Rules Examples
Onboarding ended within the past 30 days
Currently onboarding
Renewal Contract Date is within the next 4 months
CSM Sentiment = At Risk
AM Sentiment = "At Risk" or "Cancellation Requested" or "Churn"
Currently in POC - checked
PM Do Not Contact - checked
Navigate to Settings > Governance > Custom Rules and select + New Rule to set up.
See the examples below to get inspiration on how different rules can be set up to use data automatically synced from your Salesforce integration to allow Rally's automated governance checks to determine contact statuses for participants and protect users.
Custom governance rule example 1
Custom governance rule example 2
Salesforce property mapping can be set up in Settings > Integrations > Salesforce to link any imported Salesforce fields to corresponding Rally properties.
