Automate and Scale: The Rule Engine for Deal Rooms

Overview

The Rule Engine lets you automate Deal Room creation based on Salesforce opportunity fields, so your team can scale efficiently and consistently. It supports both default fields (like Stage or Owner) and custom fields on Opportunity records. Fields from other Salesforce objects, such as Leads or Accounts, aren’t supported.

Each rule is independent and evaluated separately: when an opportunity record meets the conditions of a rule, Walnut automatically creates a Deal Room using the Deal Room Template you select.

This guide helps you get started quickly and gives you sample rules to supercharge your workflow and create consistent, standout product experiences.

> Learn more about Deal Rooms

Before You Begin

✅ Before setting up your first rule, make sure you’ve completed the following steps:

• Connect your Salesforce integration — 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 — You’ll need at least one deal room template that Walnut can automatically clone when a rule triggers.

Quick Start Guide

1. 1. Click Configure on the Salesforce tile in Integrations.
   2. Navigate to the Deal Room Automation tab.
   3. Under Rule engine, click Add a rule +.
   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 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.

      

   5. Click Save rule set to save your rule.

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.

Rule Inspiration✨

Default Fields:

• Stage-Based Room: Opportunity Stage is equal to “Negotiation/Review” → create a new deal room from the Negotiation Deal Room template.
• Owner-Based Room: Opportunity Owner is equal to “Jane Smith” → create a new deal room from the Jane’s Pipeline Room template.
• Close Date Trigger: Opportunity Close Date is within the next 30 days → create a new deal room from the Closing Soon Deal Room template.
• High Probability: Opportunity Probability is greater than 75% → create a new deal room from the Late-Stage Deal Room template.
• High Value: Opportunity Amount is greater than $100,000 → create a new deal room from the Strategic Deals Room template.

Custom Fields:

• High-Value Deals: Deal Amount (custom field) is greater than $50,000 → create a new deal room from the "High-Value Deal Room" template.
• New Partner Opportunities: Account Type (custom field) is equal to “New Partner” → create a new deal room from the "New Customer Deal Room" template.
• Specific Industry: Industry (custom field) is equal to “Healthcare” → create a new deal room from the "Healthcare Vertical Deal Room" template.
• Geographic Region: Region (custom field) is equal to “EMEA” → create a new deal room from the "EMEA Regional Deal Room" template.
• Sales Stage Trigger: Custom Stage field is equal to “Proposal Sent” → create a new deal room from the "Proposal Stage Deal Room" template.
• Demo Requested: Demo Requested (custom checkbox field) is true → create a new deal room from the "Demo-Ready Deal Room" template.
• Customer Tier: Customer Tier (custom field) is equal to “Enterprise” → create a new deal room from the "Enterprise Experience Deal Room" template.
• Product Line: Product Interest (custom multi-select) contains “Analytics Suite” → create a new deal room from the "Analytics Deal Room" template.

FAQs

 Is Any Configuration Required In Salesforce?

• No. As long as the Salesforce Integration 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.

Is Deal Room Automation Available For HubSpot?

• Not yet — this feature is coming soon!