Trigger Agent Teams on Objects Supported by Event Routines

Sales administrators can now trigger an agent team for objects that support event routines. For example, when a quote is created for an opportunity, the agent team can update opportunity insight with the quote information to show progress on the opportunity. 

Automate complex, multi-step processes when create and edit events occur for objects that support event Routines. Agent teams automate actions, collect and analyze data and reduce manual effort.

Steps to enable and configure

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

Tips and considerations

If an event Routine already includes another action, Agent Team won’t appear as an option in the Actions dropdown. An Agent Team must run on its own—it can’t be combined with other actions in the same Routine. To use an Agent Team, remove the existing actions and select Agent Team, or create a separate event Routine specifically for the Agent Team.

Key resources

For more information see: How do I get started with Routines?

Access requirements

To use this feature, you must have the appropriate privileges and job roles.

You must already have access to Routines via the privilege, ZCA_MANAGE_ROUTINES.

Assign the privilege, ZCA_SCHEDULE_ROUTINE_APPID, to the desired role.
During routine creation, this privilege will have an option to schedule the routine to run across all data in the trigger step.