Modifying Opportunity Workflows

An administrator can modify the opportunity workflows. The administrator can make the following changes:

• Modify the text of the email.

• Change the notification time.

• Set the lead notification restrictions.

• Add other Siebel fields.

Note: The opportunity workflows are shipped as seed data. To modify a workflow, make a copy of the original workflow, and then modify the copy.

To modify the text of an opportunity workflow email

• In the Send Out Emails step of the workflow, edit the value of the Message Body input argument.

  The text includes field placeholders for data from the opportunity record. These placeholders appear as follows:

  “+[Placeholder field]+"