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Administering Oracle CRM On Demand > Business Process Management

Business Process Management

Click a topic to see step-by-step instructions to do the following:

• Creating Processes
• Adding Transition States to Processes
• Restricting Processes
• Configuring the Field Setup for Transition States
• Enabling Access Controls for Related Record Types
• Creating Workflow Rules
• Restricting Workflow Rules to Specific Channels or Roles
• Creating Workflow Actions: Assign a Book
• Creating Workflow Actions: Create Integration Event
• Creating Workflow Actions: Create Task
• Creating Workflow Actions: Send Email
• Creating Workflow Actions: Update Values
• Creating Workflow Actions: Wait
• Changing the Order of Workflow Rule Actions
• Changing the Order of Workflow Rules
• Deactivating Workflow Rules and Actions
• Deleting Workflow Rules and Actions
• Viewing Error Instances in the Workflow Error Monitor
• Deleting Error Instances from the Workflow Error Monitor
• Viewing Pending Instances in the Workflow Wait Monitor
• Deleting Pending Instances from the Workflow Wait Monitor
• Setting Up Assignment Rules
• Mapping Additional Fields During Lead Conversion
• Creating Lead Conversion Layouts
• Setting Up the Forecast Definition
• Updating the Forecast Definition
• Setting Up Sales Processes, Categories, and Coaches
• Customizing Your Company's Industry List
• Modification Tracking
• Enabling the Modification Tracking Feature

Related Topics

See the following topics for related information:

• About Transition States and Transition Fields in Process Administration
• About Primary Fields in Process Administration
• Scenario for Locking Activity Records
• Example of Using Processes to Lock Records
• Process Administration Functionality
• Process of Setting Up Processes in Oracle CRM On Demand
• Workflow Configuration
• Workflow Monitors
• About Assignment Rules
• Lead Conversion Administration