To configure workflow rules to meet your company's business requirements, do the following:
- Work with all the stakeholders to plan the business processes.
- Document all of the workflow rules and the corresponding workflow actions that you must configure. For more information about the components of workflow rules, see About Workflow Rules.
- Sign in to Oracle CRM On Demand as the company administrator, and create the workflow rules. For more information, see Creating Workflow Rules.
- Within the new workflow rules, define all the required workflow actions. For information about creating the various types of workflow actions, see the following topics: