Workflow 4 of 4 :
Workflow Actions Once evaluation rules are satisfied, then the Rule criteria will be checked. If the rule criteria is satisfied, then the actions pre-configured in the workflow are executed. Let’s…
Continue readingWorkflow Actions Once evaluation rules are satisfied, then the Rule criteria will be checked. If the rule criteria is satisfied, then the actions pre-configured in the workflow are executed. Let’s…
Continue readingWorkflow Rule Criteria As seen in the previous blog, the evaluation criteria in the workflow will decide whether the workflow should fire or not.However, rule criteria will be evaluated only…
Continue readingWorkflow Evaluation Criteria Before moving on to the configuration part, lets first discuss about the criteria that can fire up a workflow.Workflows can execute whenever there is an insert or…
Continue readingIntroduction : Salesforce has always tried to make its CRM so handy that an admin or a super user may never would require to write code. The CRM tool consists…
Continue readingError Condition Action Configuration Rules Error Condition: ErrorCondition are conditions on which the action needs to be fired in product rule The important fields in Error condition: 1….
Continue readingValidation rules are used to confirm that a quote’s product combinations or quote line field values match predetermined conditions. User will see an error message if they don’t meet the…
Continue readingUse Product rule to automatically add, remove, hide, enable and disable product in product bundle. Selection rule use action with the error condition. Following action types in selection rule: Add:…
Continue readingAlert rules trigger warning messages when there’s a possible issue with the configuration. Sales reps can ignore the warning or return to configuration to fix what they forgot Example: In…
Continue readingYou can decide a product option or quote against user-made conditions and perform an action in response. Store your conditions and actions in a product rule object It consists of:…
Continue readingIn our last article, we talked about Attributes and how they can be used in complex products and pricing setup in Apttus. In this article, we will talk about some…
Continue reading