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Rule Management Solution for CRM OnDemand

icon1 Posted by satish in CRM OnDemand, CRM++ on 05 18th, 2009 | no responses

Rule Management Solution is a CRM++ Solution Offering

  1. I should be able to define any complex condition on basis of all objects that are exposed as part of OD workflows outside OD
  2. On basis of the above condition, the action can be
  3. Triggering an email with email templates filled with dynamic information
  4. Creating an activity / appointment with required information
  5. Updating a field value 
  6. Calling any custom method that we implement for the customer 
  7. As part of every time based workflow, I require a facility to specify @ what time this workflow is configured to run (Something similar to windows scheduler) 
  8. Should be able to specify a query criteria to filter the subset of data on which the workflow has to executed 
  9. The rules should be executed only @ the specified time interval in the workflow definition 
  10. I can define as many rules as I want 
  11. I can activate / de-activate rules 
  12. There should be only single program (engine) which manages this 
  13. Users should be able to use one user interface to setup the complete workflow 
  14. Ideally there should not be any updates back to OD unless the action is update field in OD 

Some Screen Shots below

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