Support Manual Field Update Step in Orchestration
Sales admins will be able to configure an update-type step in sales orchestration which can be used by sales reps to access and update the configured fields as a part of a sales process.
This will streamline the sales process and improve productivity since the reps would not have to remember and locate the fields that they need to update at a specific juncture of the sales process, the system will automatically display the specific fields in a UI for them to update.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
If a field configured for the update step has a dependency then the dependent fields/fields must also be available for the Rep to update in the same step to avoid update validation errors during the update process. For example, IF Fields3 is Dependent on Fields2 and Field2 is dependent on Field1 then the Update Step must have all 3 fields configured.
Access Requirements
SNo | Func Priv Name | Func Priv Code | Comments |
---|---|---|---|
1 | View Sales Orchestration | ZCA_VIEW_SALES_ORCHESTRATION | To view the List of Sales Orchestrations or a particular Sales Orchestration |
2 | Create Sales Orchestration | ZCA_CREATE_SALES_ORCHESTRATION | To create a new Sales Orchestration |
3 | Update Sales Orchestration | ZCA_UPDATE_SALES_ORCHESTRATION |
To update an existing Sales Orchestration |
4 | Delete Sales Orchestration | ZCA_DELETE_SALES_ORCHESTRATION | To delete the Sales Orchestration |
5 | Run Sales Orchestration Scheduled Jobs |
ZCA_RUN_SALES_ORCHESTRATION_SCHEDULER |
To be able to run, schedule and monitor Sales Orchestration related scheduled jobs |
6 | Export and Import Sales Orchestration | ZCA_EXPORT_IMPORT_SALES_ORCHESTRATION | To export or import Sales Orchestrations and related metadata. |