Where can I learn about setting up objectives and defining different task steps for my orchestration?

This video series is broken down into several smaller sections where you can learn how to create objectives and setup tasks steps for the orchestration you created. Examples of how to create the following steps are included:

  • Task Steps

  • Appointment Steps

  • Logic Node Steps

  • Outbound Email Automation Steps

  • Stop and Next Stage Steps

  • Field Update Steps

  • Wait Steps

For more information about the Orchestration for Oracle Sales in the Redwood User Experience, see these videos on Oracle Cloud Customer Connect:
Video Watch this video to learn how to:
Orchestration Objectives Setup Set up and manage objectives for the different stages of the orchestration you created.
Orchestration Task Step Setup Add a task type step to your orchestration.
Orchestration Appointment Step Setup Define an appointment step to an orchestration flow.
Orchestration Logic Node Step Setup Configure a logic node step with examples of how to add success or failure criteria to your orchestration flow.
Outbound Email Automation Step Setup Set up the contents of an outbound email step and define who's to be the recipients that will automatically send emails to your contacts based on the when the step meets the success or failure criteria you entered.
Orchestration Stop and Next Stage Step Setup Define both the stop and next stage steps to either stop or continue to the next stage of the orchestration flow.
Orchestration Field Update Step Setup Create a step that updates one or more fields to the values you specify in the step. For example, you might want to automatically update the close date if the deal is close to completion so that the opportunity appears in your current quarter forecasts.
Orchestration Wait Step Setup Add a wait step to allow you pause the orchestration for a period of time.