For instructions on updating your deployment with the new configurations see

For instructions on updating your deployment with the

This preview shows page 150 - 153 out of 314 pages.

For instructions on updating your deployment with the new configurations, see “Updating Your Siebel Assignment Manager Deployment with New Configurations” on page 155 . NOTE: You must recompile the siebel.srf file whenever you add, inactivate, or delete any assignment object types, assignment criteria, and assignment attributes. Make sure all projects are recompiled (not only the locked projects) if you inactivate or delete a top-level object type or assignment criteria. For more information about when to recompile the siebel.srf file, see “Updating Your Siebel Assignment Manager Deployment with New Configurations” on page 155 . Figure 24 on page 151 shows an example of defining an assignment rule for the Account and Opportunity objects using only the Lead Quality Code assignment criteria. The figure shows: An Account Opportunity assignment rule using the Opportunity and Accounts objects and One, Best Fit assignee filter. NOTE: Only the Opportunity object appears in the Objects to be Assigned field, even though the Accounts object is also assigned. The Account Opportunity assignment rule has the Lead Quality Code rule criterion applied and uses the Compare to Person comparison method and the Include inclusion method. This assignment rule is always required.
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Basic Configuration for Siebel Assignment Manager About Inactive Workflow Policy Components for Siebel Assignment Manager Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 151 About Inactive Workflow Policy Components for Siebel Assignment Manager Table 37 shows the Workflow Policy Components that are by default inactive for the Opportunity Workflow Policy Object for Siebel Assignment Manager. If these Workflow Policy Components are required for your deployment, activate the components by following the procedures that describe defining a Workflow Policy Component in Siebel Business Process Framework: Workflow Guide . Figure 24. Example of Defining an Assignment Rule for Two Objects Using One Assignment Criteria Table 37. Inactive Assignment Manager Workflow Policy Components Workflow Policy Object Workflow Policy Component Opportunity Indirect Account Opportunity Indirect Account Address Opportunity Indirect Account Industry Opportunity Indirect Account Primary Address Opportunity Indirect Account Synonym Opportunity Indirect Account/Industry Opportunity Opportunity/Indirect Account Opportunity Primary Account Address
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Basic Configuration for Siebel Assignment Manager About the Relationship Between Attributes and Skills 152 About the Relationship Between Attributes and Skills When you define an assignment criterion, the data Siebel Assignment Manager uses for matching the object and candidate can come from two different types of sources, either attributes or skills.
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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