Overview of Routines

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 salespeople, 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.

Let’s say you want to retire aging leads or close tasks open for more than 90 days. You create a routine to retrieve and filter records meeting specified rules, and, upon a trigger, perform actions within the context of those records. Routines are scheduled to run at certain predefined intervals, and the associated rule conditions can also be based on specific time intervals.

The key components of a routine are:

• Trigger

  A trigger is something that starts the routine run process. It's based on a schedule event, such as daily, weekly, monthly, or yearly, and sometimes, a routine run process can be triggered on an event.

  Note:

  Oracle Sales in the Redwood User Experience users will have access to other triggers to specify when the routine runs. For example, in addition to the defined recurring schedules, they can choose to run the routine as soon as an attribute is changed or when a record is created or deleted.

• Rule

  A rule contains a set of conditions that a record must meet before an action can be performed.

• Action

  An action is a business task performed on records that meet the rule conditions.

Take this example of a schedule-driven routine:

Every day, update all leads older than 30 days to inactive

In this scenario, Every day is the trigger, older than 30 days is the rule, and update lead to inactive is the action.

Here are some more use case examples of how routines can help salespeople perform routine tasks for the following sales objects.

Examples of Routines

Object	Use Case	Example
Account	Inactivate Aging Accounts	Update an account to inactive if it hasn't been updated in over 5 years. You can configure other time lines to suit your requirements.
Activities	Close Open Activities	Perform an action to close tasks that are past due by 90 days.
Lead	Retire Aging Leads	Retire qualified leads that haven't been updated for a specific time period and have a low rank.
Opportunity	Close Opportunities	Set opportunity status to Closed when close date is older than a specific number of days.

You can choose to create a Routine from scratch or select from one of the predefined routine templates that match your requirements.