Orchestration Subview

New Orchestration subview that enables users to view Orchestration Objectives, even for exited orchestrations, take action, complete skipped steps, view the Happy Path Task List for Orchestration Objectives, and generate steps for future Happy Path actions.

This subview will empower representatives to navigate deal progression non-linearly. They can view Orchestration objectives and steps from the Happy Path, take action, complete skipped steps, and generate steps for future actions on the Happy Path. This enhancement will improve the usability of the feature, increase production, and enable representatives of different experience levels to work at the same capacity, thereby boosting overall productivity.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

A Task Type Step can contain up to three tasks, which can be dynamically assigned to either the owner of the opportunity or the team members associated with the opportunity. The Guidance step will automatically be marked as completed once all related tasks are finished.

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.