Rules

A Rule defines when points get awarded. It watches a Salesforce object (Opportunity, Lead, Task, or Event) and fires when a record is created or updated and your conditions match.

Logic Builder

Rules evaluate things like:

A record was created (a new lead, a logged call)
A field was updated (next steps filled in, stage moved)
A field changed to a specific value (stage became “Closed Won”)
Multiple conditions combined with AND or OR logic

Rules without a challenge

A rule does not need to be linked to a challenge. When it is not:

Points are still awarded and recorded in the ledger
No challenge progress is updated
The user’s total balance and leaderboard rank still go up
The user still sees a “Points Earned” celebration

This is useful for general incentives (“5 points for every completed task”) without tying the points to a specific goal.

How events are recorded

Every time a rule fires, a ledger entry is created with:

The point value
The user who earned them
The rule (and challenge, if linked)
The record that triggered it
A timestamp

This gives admins a full audit trail. See the Ledger for details.

Duplicate awards are blocked automatically. The same user triggering the same rule on the same record will only earn points once, no matter how many times the record is saved.

Good rule design

Tips for effective rules

Reward outcomes, not busywork

Scoring should push toward business goals, not just activity volume.

Be specific with conditions

Broad rules create noise; narrow rules create signal.

Use isChanged with equals for stage-based rules

This prevents points from firing on re-saves where nothing actually changed.

Start conservative

It is much easier to loosen rules than to explain to the team why their points were inflated.

Check the ledger after activating

Verify the rule fired the way you expected before rolling out to the full team.

Common pitfalls

Over-rewarding trivial actions leads to users optimizing for points, not outcomes
Ambiguous conditions fire in unexpected situations
Too many rules in one challenge makes it hard to understand what earns what

Quick setup: configure rules for your business goals
Rules builder reference: all fields, operators, and condition examples
Create your first challenge: see rules in action
Challenges, Badges, Ledger