Get Ready to Create Advanced Business Rules

Learning Objectives

After completing this unit, you’ll be able to:

• List the insurance premium subsidy requirements of Zercovana.
  
• Sign up for a Developer Edition org with Business Rules Engine.
  

Before You Start

Before you start this module, consider completing the following recommended content.

• Business Rules Engine
  

Revisit Business Rules Engine

Business Rules Engine is a suite of services, components, and objects that you can use to perform complex lookups and calculations. Business rules engine consists of three primary components.

• Expression set: An expression set is a series of rules you create using expression set elements. Each element forms a logical step that runs sequentially.
  
• Decision matrix: A decision matrix matches input values to a table row and returns the output values of the row.
  
• Decision table: A decision table provides multiple matching outcomes for the same set of inputs.
  

In this module, you learn how to implement advanced rules using decision matrix and expression set components. Follow the example of the Zercovana government to learn how Business Rules Engine helps them improve their services.

The Road to a Healthy Zercovana

Zercovana is listening to its citizens and is adapting digitally to their needs. Its pilot program to improve ease of business in the micronation was a huge hit, and its government is committed to continuing this digital transformation. A firm believer that health and wealth go together, the Zercovanian Minister for Health and Family Welfare has just announced that all citizens are eligible for subsidized medical insurance. 

Zercovana’s administration has even offered to provide special subsidies on insurance premiums for various sections of the society. The announcement includes subsidized pricing for the differently abled, elderly, veterans, and economically disadvantaged citizens. The Zercovanian government has proposed detailed eligibility criteria for the subsidy.

• Citizens pay a flat fee of $5,000 per applicant.
  
• All eligible citizens can avail the insurance for themselves and up to five dependents. So a family of six pays a combined family insurance premium of $30,000 per year.
  
• Citizens with disabilities get a subsidy based on their disability severity.
  
• In addition to disability severity, veterans get an additional subsidy of 5%.
  
• Citizens get subsidies based on the age group they belong to.
  
• Part-time workers and citizens with lower incomes are eligible for a subsidy based on their annual income.
  
• All subsidies apply to the combined family insurance premium.
  

Given all the conditions and the fact that some citizens qualify for more than one criterion, the task of deciding who needs to pay what’s complex. 

Technology to the rescue! Zercovana now translates these requirements into business rules—rules that help determine the eligibility and the insurance premium that an applicant pays. 

You’ve already met the amazing Program Manager Jessica Morales in the Business Rules Engine module. She designs rules using Salesforce BRE to help the government of Zercovana provide better services to its citizens. 

Jessica is now an expert at creating rules that are used in guided flows to enhance the digital experience of Zercovanians. With her contributions, the ease of doing business in Zercovana has improved tremendously, and Jessica is now contributing to improving other areas of governance.  

Follow along as Jessica designs and tests a new set of business rules before she hands them over to her Salesforce admin for integration into Zercovana’s public health portal. 

Sign Up for a Developer Edition Org with Business Rules Engine

To complete this module, you need a special Developer Edition org that contains Business Rules Engine and our sample data. Get the free Developer Edition and connect it to Trailhead now so you can complete the challenges in this module.

Note that this Developer Edition is designed to work with the challenges in this badge, and might not work for other badges. Always check that you’re using the Trailhead Playground or the special Developer Edition org that we recommend. 

1. Sign up for a free Developer Edition org with Business Rules Engine. The org has the required licenses and permissions enabled.
   
2. Fill out the form:
   

• For Email, enter an active email address.
  
• For Username, enter a username that looks like an email address and is unique, but it doesn't need to be a valid email account (for example, yourname@example.com).
  

3. After you fill out the form, click Sign me up. A confirmation message appears.
   
4. When you receive the activation email (this might take a few minutes), open it and click Verify Account.
   
5. Complete your registration by setting your password and challenge question. Tip: Save your username, password, and login URL in a secure place—such as a password manager—for easy access later.
   
6. You’re logged in to your Developer Edition.
   

Now connect your new Developer Edition org to Trailhead.

1. Make sure you're logged in to your Trailhead account.
   
2. In the Challenge section at the bottom of this page, click the org name and then click Connect Org.
   
3. On the login screen, enter the username and password for the Developer Edition you just set up.
   
4. On the Allow Access? screen, click Allow.
   
5. On the Want to connect this org for hands-on challenges? screen, click Yes! Save it. You’re redirected back to the challenge page and ready to use your new Developer Edition to earn this badge.
   

What’s Next

You’ve learned about Zercovana’s plan to improve the health and welfare of its citizens. In the next unit, follow along as Jessica builds decision matrices and rules that access data from Salesforce objects and use the data as variables in expression sets.

Resources

• Salesforce Help: Business Rules Engine