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Ben Baril (BenBaril)
Director, Product Marketing
BenBaril Member since 2008 5 posts
Posted: March 12, 2018
Last activity: March 14, 2018

Best practices for creating cases from a Data Flow

I am working on an internal project/proof of concept aimed at creating CRM Interaction Cases using Data Flows. I was wondering if anyone had any tips, tricks, best practices and overall advice on the best ways to use Data Flows to this end.

Some initial things that we are wondering:

- What is the best way to make sure the Interaction case shows up as 'Closed'

- Obviously, we have to make sure we map the appropriate properties for things like work parties/etc, is there a minimum set needed for an Interaction before it is useful.

- What performance concerns should we be thinking about while designing this?

- What is the best way to avoid creating duplicate interactions (right now we were thinking of creating a simple Data Set with a unique ID for each interaction to create).

Anything else we should be thinking of?


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