CX Sales & B2B Service - How to Create a BIP Bursting Report

Hi,

In this post, I am going to discuss the steps to create a BIP Bursting Report. This will be useful if you have use cases like -

• Send Consolidated List of all related records owned by Sales Rep
• Send Work Anniversary Email to Sales Rep

1. Create BIP Data Model

Data Set SQL -

select 

res.email_address, 

res.person_first_name owner_first_name,

res.person_last_name owner_last_name,

sre.record_name

from SVC_REF_ENTITIES sre, jtf_rs_resource_profiles res

where sre.attribute_category = 'CBO_c'

and sre.owner_resource_id = res.resource_profile_id

order by sre.record_name

Bursting SQL Query -

select

EMAIL_ADDRESS as "KEY",

'en-US' LOCALE,

'csv' OUTPUT_FORMAT,

'EMAIL' DEL_CHANNEL,

EMAIL_ADDRESS PARAMETER1,

'ABC Company <donotreply@abccompany.com>' PARAMETER3,

'Export' PARAMETER4,

'Hello,' || chr(13) || chr(13) || 'Please see attached for a list of the records you own.' || chr(13) || chr(13) || 'Thanks!' || chr(13) || 'ABC Company' PARAMETER5,

'true' PARAMETER6,

'donotreply@abccompany.com' PARAMETER7

from jtf_rs_resource_profiles

2. Create BIP Report and Enable Bursting in Properties

Let me know if any feedback!

Thanks,

Adam Liu