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.