Create a decision tree for a needs template

Washington DC Order Management

Release

washingtondc

ft:locale

en-US

ft:publication_title

Washington DC Order Management

ft:clusterId

omgmt

bundleId

omgmt

workflow

Customer and Industry

Create a decision tree for a needs template

Release version: Washingtondc

Updated February 1, 2024

1 minute to read

Create a decision tree that defines the questions that agents answer to determine customer needs and get product recommendations.

Before creating decision trees, review the following information:

Decision trees in Guided decision - Become familiar with the basic elements of a decision tree and how they work, such as node types, linking inputs in nodes, and decision tree paths.
Example configuration of a decision tree - Walk through an example decision tree, including preparations for creating a decision tree, to understand the end-to-end configuration of a decision tree.
Answer types for questions - Learn about the various types of answers, such as Choice, Date, or Integers.

Role required: sn_prd_pm.product-catalog_manager, sn_prd_pm.product-catalog_admin

Select New.

On the form, fill in the fields.

Table 1. Decision Tree form
FIeld	Description
Name	Name of the decision tree.
Action Label	Label of the decision tree displayed on the needs template card in the product selection guide.
Description	Brief description of the decision tree displayed on the needs template card in the product selection guide.
Title	Name of the decision tree on the needs template card in the product selection guide.
Show a dismiss button	Option that shows or hides the Dismiss button that cancels the flow of a decision tree during opportunity creation. This field is enabled by default.

Select Submit
A decision tree is created with the name specified in the Name field.

Build a needs decision tree using Decision Tree Builder.