--- title: "Automate deal rooms with the rule engine" slug: "/help/deal-rooms/rule-engine" last_updated: "2026-01-21T16:53:30Z" zendesk_id: 43020625702163 zendesk_url: "https://help.walnut.io/hc/en-us/articles/43020625702163-Automate-and-Scale-The-Rule-Engine-for-Deal-Rooms" locale: "en-us" category: "Connect and Optimize" section: "Optimize" product: "deal-rooms" displayed_sidebar: "dealRoomsSidebar" sidebar_position: 2 tags: ["salesforce","integrations","deal room","idr","base","deal rooms"] --- ## **Overview** The Rule Engine lets you automate [**Deal Room**](/help/deal-rooms/getting-started) creation based on Salesforce Opportunity fields, helping your team scale efficiently and consistently. It supports both default fields (such as **Stage** or **Owner**) and custom fields on **Opportunity** records. _Fields from other Salesforce objects, such as **Leads** or **Accounts,** aren’t currently supported._ Each rule is evaluated independently. When an Opportunity record is created or updated and meets the conditions of a rule, Walnut automatically creates a Deal Room using the [**Deal Room Template**](/help/deal-rooms/getting-started#h_01JYC4JSN4S29HEF308DAHWMRS) you select. Rules can include multiple conditions using AND logic, giving you greater flexibility and control over when Deal Rooms are created. This guide helps you get started quickly and provides [**sample rules**](#h_01K0A2JB0NW74D2NK7BR5NPM3F) to help you automate workflows and deliver consistent, high-impact product experiences. **[👉 Learn more about Deal Rooms](/help/deal-rooms/getting-started)** --- ## **Before You Begin** ✅ Before setting up your first rule, make sure you’ve completed the following steps: - [**Connect your Salesforce integration**](https://help.walnut.io/hc/en-us/sections/21169895800467-Salesforce) — The Rule Engine depends on syncing opportunity fields from Salesforce, so ensure your account is properly connected and integrated with Walnut. - [**Create one or more template Deal Rooms**](/help/deal-rooms/getting-started#h_01JYC4JSN4S29HEF308DAHWMRS) — You’ll need at least one deal room template that Walnut can automatically clone when a rule triggers. --- ## **Quick Start Guide** :::note[Important to Note] The Rule Engine supports **default** **fields** (like Stage or Owner) as well as **custom** **fields** from **Opportunity** records. It _**does not**_ support fields from other Salesforce objects, such as Leads or Accounts. ::: 1. 1. Click **Configure** on the Salesforce tile in **[Integrations](https://app.teamwalnut.com/integrations).** **![Configure Salesforce tile in Walnut integrations](pathname:///images/c5f7390eece7d467.png)** 2. Navigate to the **Deal Room Automation** tab. 3. Under **Rule engine**, click **Add a rule +**. ![Add a rule button in Deal Room Automation tab](pathname:///images/c64f187f41a33b50.png) 4. Define your rule conditions: - Select an **opportunity** **field** (default or custom) from the **CRM** **field** dropdown. - Choose a **condition** (e.g., is equal, is not equal, is empty, is not empty) and, if applicable, specify a value to compare. - Select a [**Deal Room template**](/help/deal-rooms/getting-started#h_01JYC4JSN4S29HEF308DAHWMRS) from the **Choose Deal Room** dropdown — this is the deal room template that will be used to auto-create your new deal room when the rule evaluates to true. ![Select Deal Room base dropdown](pathname:///images/5b1a300072464d9b.png) 5. Click **Save rule set** to save your rule. ![Example of saved rule set configuration](pathname:///images/4f585fe8ae0950b3.png) --- ## **How Rules Work** - Each rule is evaluated **independently**. - When an opportunity is **created or updated** and matches the conditions of a rule, the Rule Engine automatically creates a deal room using the deal room template you selected for that rule. - The new deal room and associated insights are **automatically connected to the triggering opportunity in Salesforce** and can be accessed directly by clicking the deal room link on the associated opportunity in [**Walnut Deals**](https://app.teamwalnut.com/deals). ![Example showing deal room link in Salesforce opportunity](pathname:///images/c8ed61993fd8bb92.png) --- ## **Rule Inspiration✨** You can create rules using **single conditions** or combine **multiple conditions using AND logic** to precisely control when Deal Rooms are created. ### Default Fields - **Stage-Based Room:** Opportunity Stage is equal to _Negotiation/Review_ → create a Deal Room from the _Negotiation Deal Room_ template. - **Owner-Based Room:** Opportunity Owner is equal to _Jane Smith_ → create a Deal Room from the _Jane’s Pipeline Room_ template. - **Close Date Trigger:** Opportunity Close Date is within the next 30 days → create a Deal Room from the _Closing Soon Deal Room_ template. - **High Probability:** Opportunity Probability is greater than 75% → create a Deal Room from the _Late-Stage Deal Room_ template. - **High Value:** Opportunity Amount is greater than $100,000 → create a Deal Room from the _Strategic Deals Room_ template. ### Custom Fields - **High-Value Deals:** Deal Amount (custom field) is greater than $50,000 → create a Deal Room from the _High-Value Deal Room_ template. - **New Partner Opportunities:** Account Type (custom field) is equal to _New Partner_ → create a Deal Room from the _New Customer Deal Room_ template. - **Specific Industry:** Industry (custom field) is equal to _Healthcare_ → create a Deal Room from the _Healthcare Vertical Deal Room_ template. - **Geographic Region:** Region (custom field) is equal to _EMEA_ → create a Deal Room from the _EMEA Regional Deal Room_ template. - **Sales Stage Trigger:** Custom Stage field is equal to _Proposal Sent_ → create a Deal Room from the _Proposal Stage Deal Room_ template. - **Demo Requested:** Demo Requested (custom checkbox field) is true → create a Deal Room from the _Demo-Ready Deal Room_ template. - **Customer Tier:** Customer Tier (custom field) is equal to _Enterprise_ → create a Deal Room from the _Enterprise Experience Deal Room_ template. - **Product Line Interest:** Product Interest (custom multi-select field) contains _Analytics Suite_ → create a Deal Room from the _Analytics Deal Room_ template. ### Multi-Condition (AND Logic) Examples - **Owner + Opportunity Creation:** Opportunity is created **AND** Opportunity Owner is the current user → create a Deal Room from a private template. - **High-Value Late-Stage Deals:** Opportunity Amount is greater than $100,000 **AND** Opportunity Stage is equal to _Negotiation/Review_ → create a Deal Room from the _Strategic Late-Stage Deal Room_ template. - **Enterprise Deals Near Close:** Customer Tier is equal to _Enterprise_ **AND** Close Date is within the next 30 days → create a Deal Room from the _Enterprise Closing Deal Room_ template. - **Industry-Specific Demos:** Industry is equal to _Healthcare_ **AND** Demo Requested is true → create a Deal Room from the _Healthcare Demo Deal Room_ template. --- ## **FAQs** ---  **Is Any Configuration Required In Salesforce?** - No. As long as the [Salesforce Integration](https://help.walnut.io/hc/en-us/sections/21169895800467-Salesforce) is connected with Walnut, no additional configuration is required. --- **How Do I Access Automatically Created Deal Rooms?** - Automatically created deal rooms and associated insights are automatically linked to the triggering opportunity in Salesforce and can be accessed directly from the deal room link on that opportunity in [Walnut Deals](https://app.teamwalnut.com/deals). ![Deal Room link in Salesforce opportunity record](pathname:///images/c8ed61993fd8bb92.png) --- **Is Deal Room Automation Available For HubSpot?** - Not yet — this feature is coming soon! ---