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About Workflows for Global Target List Management


Four workflows for Global Target List Management are provided in seed data. Table 72 describes these workflows.

Table 72. Workflows for Global Target List Management
Workflow
Description

SLM Create Activity From List

This workflow can be used to create activities asynchronously. For more information, see Configuring Global Target List Management to Create Activities Asynchronously.

SLM Edit Call List Workflow

This workflow is triggered by the Save and Edit button on the Save to List dialog box. This workflow takes the user to the List Mgmt Lists View of the List Management screen.

SLM List Operation - Generic

This workflow is triggered when the Create Union and Create Intersection buttons are clicked.

Modification of this workflow is not recommended.

SLM Update Parent

This workflow is triggered when a new member (such as a contact or an account) is added to a list. The workflow checks the content type of the new member and updates the Content field for the list if necessary.

For example, if an account is added to a list of contacts, the Content field is changed to Hybrid.

Modification of this workflow is not recommended.

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