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Workflow Configuration

To configure workflow rules to meet your company's business requirements, do the following:

  1. Work with all the stakeholders to plan the business processes.
  2. 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.
  3. Sign in to Oracle CRM On Demand as the company administrator, and create the workflow rules. For more information, see Creating Workflow Rules.
  4. 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:

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.