How to write expressions/rules/SQL workflow

Hi all.

We are recent users of CRM onDemand, we would write a few workflow rules, but can't seem to find all the information on how to do it. The help section is limited in the responses, and some of the issues here are not as specific in what we do.

Someone has any advice on books, websites, etc. on where to find the knowledge we need on how to write workflow rules and the use of SQL and expressions in CRM on Demand?

Thanks in advance!

For your first case:
1. you cannot create a workflow in r15 for activity but you can in R16

Create new to create a workflow
Name: Auto email send
registration type: activity
trigger: when the new record
rules: put your rules by clicking the fx icon IE this is where you enter the rule by saying that the owner is different from the person who creates the activity or the delegate field is filled (another way of seeing things)
then save the workflow

In the section actions
Choose the action 'create e-mail notifications '.
In the: Section choose "Registration of the user on Relative" and "owner of the activity.

Save it. Make sure that the activity and workflow are marked active.

2. in the second scenario:
How do you create an account and to automatically fill in the name of the sales of the sale - don't know
But you can create a fill of opportunity and self with the name of the owner of the account using this validation in the field (you need not the workflow), you can use the FieldValueJoin function.

Hope this helps - btb there's no book you can go thro the help and you will find some directions

Tags: Oracle

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