Setting Up Opportunity Notification Workflows

Follow these steps to correctly set up the opportunity workflows:

• In Siebel Tools, revise all Siebel workflows so that they are editable and have a status of In Progress. All Siebel workflows are initially inactive and cannot be edited. Make any necessary changes and activate the workflows. For more information about how to revise Siebel workflows, see Siebel Business Process Framework: Workflow Guide.

• Verify that the Workflow Server component and the Communication Manager component are enabled and running. For detailed instructions, see Siebel System Requirements and Supported Platforms on Oracle Technology Network.

  Note: For Siebel CRM product releases 8.1.1.9 and later and for 8.2.2.2 and later, the system requirements and supported platform certifications, see the Certifications tab on My Oracle Support.

• Create an Opportunity Notification Profile communications profile for the Internet SMTP/POP3 Server driver. Enter the appropriate values in the From Address and in the SMTP Server parameter overrides for the profile. For more information about implementing and configuring outbound communications integrations for your Siebel Business Applications, including creating profiles for the Internet SMTP/POP3 Server driver, see Siebel Email Administration Guide.

• Set up and activate the workflows and policies.

  • Activate the opportunity Workflow Processes. For more information, see Activating the Opportunity Notification Workflow Processes and Policies.

  • Modify Opportunity workflows, as necessary. For more information, see Modifying Opportunity Workflows.

  • Set up the Create Reroute Oppty Activity. For more information, see Rerouting an Opportunity Using Workflows.

  • Set up the Get Manager Email. For more information, see Setting Up the Get Manager Email.

• Load the run-time events for the emails. For more information about run-time events, see Siebel Business Process Framework: Workflow Guide.

• Generate the triggers. For more information about how to generate triggers, see Siebel Business Process Framework: Workflow Guide.

• Run the workflow monitoring agent. For more information about the workflow monitoring agent, see Siebel Business Process Framework: Workflow Guide.