Professional Documents
Culture Documents
Again, thank you for joining us in this Webinar and we wish you
every success in your use of Siebel CRM On Demand.
Sincerely,
Workflow Automation
Workflow Benefits
By implementing workflows, you can improve efficiency throughout your
organization. You can help ensure that the information your users enter is
consistent, complete, and accurate by automating:
Email notifications
Task creation
Field updates
Record assignment to books of business
Integration event creation
Workflow Tips
Avoid using workflows to perform these functions:
Audit trails
Default values for fields
Field validations
Instead, leverage CRM On Demand’s embedded processes to do those
actions.
Use distribution lists to send email notifications when possible.
CRM On Demand then sends out a single email, and your email system
routes it to all the recipients in the distribution list.
Roll out workflows incrementally.
This way you can test, refine, and evaluate how well your workflows are
performing.
Make sure that the Active check box is selected for Actions and Workflow
Rules.
Inactivate rather than delete Actions and Workflow Rules, so that you save
their conditions for reuse.
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Creating Workflows
When setting up workflow rules, remember that:
Each workflow rule applies to only one record type.
The rule is evaluated for that record type and the actions are performed on
that record type only.
Only one trigger can be associated with each workflow rule.
You cannot change the record type or trigger event once the workflow rule
is saved.
A rule without conditions will run on all records of the designated record type
when the triggering event occurs.
Each trigger has a set of available actions that the workflow can take:
Triggers Actions
New Record Saved Send Email Notification
Create Task
Assign a Book
Create Integration Event
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Creating Workflows
Expression Builder
PRE('<PrimaryBillToState>')<>[<PrimaryBillToState>]
This expression determines if the value of the US Billing State has changed:
PRE(‘<FieldReference>’) is used to return the previous field value
<> is used for “is not equal to”
[<FieldReference>] is used to return the current field value
Notes:
Use single quotes around the field reference following “PRE.”
Enclose the field reference following “PRE” with parentheses, not brackets.
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Creating Workflows
So, the nested IIf function expression follows the same formula:
IIf([<PrimaryBillToState>]='CA' OR [<PrimaryBillToState>]='AZ' is the
condition.
'West' is the then part of the statement.
'East' is the else part of the statement.
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Creating Workflows
Tasks and Steps
To create a workflow:
1. Click the Admin link.
2. Click the Administer Workflow Rules link.
Note: Your user role must have the Manage Data Rules –
Manage Workflow Rules privilege in order for you to have
access to this link.
3. Click the New button.
4. Fill out the information.
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Creating Workflows
If you select Valid Email Address, enter a specific email address
for a distribution list or a person (inside or outside of your
company).
4. Enter the subject and message of the email.
Note: You can enter plain text or use the Expression Builder to
insert field references into the fields.
5. Click the Active check box.
6. Click Save.
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Creating Workflows
To add an update values action:
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Creating Workflows
Additional information is available in Siebel CRM On Demand. Click Find Training in the
Training and Support Center to browse the course catalog and register for live training
courses or recorded Webinars.
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Creating Workflows
Additional Webinars
Browse the extensive course catalog to find other Webinars related to workflows.
For more information about books of business, take the “Flexible Data Sharing Using Book
of Business” Webinar.
To sign up for technical classes, click the Training link in CRM On Demand
or visit Oracle University.
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Creating Workflows
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Creating Workflows
Implementation Assessment
Experienced consultants evaluate your CRM On Demand implementation and
provide recommendations to help you increase user adoption and meet your
business objectives.
Custom Consulting
Comprehensive custom services by Oracle professional consultants to help with all
your implementation requirements
For more detailed information about consulting services, contracting, and pricing,
please contact your CRM On Demand sales representative.
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