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Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuring Workflows for the Producer Success Model > About Configuring Workflows for the Producer Success ModelIn Oracle CRM On Demand, you can use workflow rules to specify that one or more actions must be performed automatically each time a specified event occurs. You can configure as many workflow rules as you want to implement your business processes. The Producer Success Model in Oracle CRM On Demand is a framework that uses workflow rules to automate the creation of activities, allowing insurance agents or financial advisors to follow up their leads and stay in touch with their clients on a regular basis. In the Producer Success Model, the following terms are used:
To support the Producer Success Model, you configure a set of workflow rules and actions. The workflow rules that are specific to the Producer Success Model include:
For more information about Producer Success Model workflows, see 1801375.1 (Article ID) on My Oracle Support or from Oracle CRM On Demand — Training and Support Center. |
Configuration Guide for Oracle CRM On Demand Financial Services Edition, Release 36 | Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |