HOW ACTIONS WORK

Srinivas Bangari
Series How CRM Functionality Works 08-01-2010

Agenda
Introduction Teams view on actions Challenges and Market Trends Actions key features Actions Business Benefits Actions used in real time business scenarios Action Configuration (On system)
Illustration of business requirement addressed by action Configuring action Executing action

Business Add-Ins
Copyright 2008 Deloitte Development LLC. All rights reserved.

Business Requirement
Ability to create an automatic outgoing phone call activity when lead is hot.
Solution to this requirement demonstrates how action configuration alone can meet the requirement

Ability to send an email when there is change in ownership of transaction

Solution to this demonstrates how action configuration and development can meet the requirement

Copyright 2008 Deloitte Development LLC. All rights reserved.

Business Add-In
EXEC_METHOD_CALL_PPF - This BADI is used to create our own processing methods. EVAL_SCHEDCOND_PPF This BADI is used for Schedule conditions EVAL_STARTCOND_PPF This BADI is used for Start conditions

Copyright 2008 Deloitte Development LLC. All rights reserved.