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Example of Using a Single Criterion for Two Assignment Objects

This topic gives one example of configuring Siebel Assignment Manager to assign candidates to two objects (Account and Opportunity) using criteria from only one of the objects. You may use this feature differently, depending on your business model.

See also Using a Single Criterion for Multiple Assignment Objects.

The example is divided into the following procedures; perform each procedure in the order provided.

1. Creating a Workflow Policy Component Using the Account and Opportunity Assignment Objects.
2. Mapping the Opportunity Workflow Policy Component to the Opportunity Lead Contact Assignment Criteria.
3. Mapping the Account or Opportunity Workflow Policy Component to the Lead Quality Code Assignment Attribute.