Dependency Rules for Key Objects

You can add dependency rules when creating routines for key objects such as accounts, contacts, leads and opportunities.

Routines are designed to perform a specific action based on a set of rules. As a sales administrator, you can create and update simple, lightweight routines to help sales representatives, administrators, and data stewards to automate an action for pertinent sales information. Routines can scan records to evaluate if they meet conditions over a period of time. For example, you might want to create a routine to scan all opportunities that haven't be updated in past few weeks.

This table lists the dependency rules associated with key objects when creating a routine.

Object	Dependency Rule
Account	Address Sales Team Member
Contact	Address Sales Team Member
Opportunity	Opportunity Competitor Opportunity Contact Opportunity Team Member Opportunity Revenue
Sales Lead	Sales Lead Contacts Sales Lead Products Sales Lead Resources Sales Lead Territories Opportunities

You set up the rules and conditions that you want to meet in order to trigger the routine. From the Rules section of the Create Routine guided process, you can group conditions to create more complex rules and choose to include all or any of the groups.

For key objects such as Account, Contact, Opportunity, and Sales Lead, you can add dependency rules by clicking the Add Dependent Group button. Here is a sample of where you add rules for the Opportunity dependent objects.