Configuring Workflow Rule Actions to Synchronize Partner Accounts

This task is a step in Process of Configuring Books and Workflow Rules for Oracle CRM On Demand for Partner Relationship Management.

Complete the following procedure to configure workflow rule actions to synchronize partner account information.

To configure a workflow rule action to synchronize partner account information

1. In Oracle CRM On Demand, click Admin, and then click Workflow Configuration.

2. In the Workflow Rules List page, click New.

3. In the Workflow Rule New page, create and save the workflow rule as follows:

   1. Enter the name of the workflow rule.

   2. Select the Active check box.

   3. In the Record Type field, select Opportunity.

   4. In the Trigger Event field, select When New Record Saved.

   5. Save the workflow rule.

   For more information about working with workflow rules, see Oracle CRM On Demand Online Help.