Out of the Box Workflows

ION workflows are defined in Infor ION Desk. In Infor CRM Administration Portal, references to these workflows are created so that those workflows defined in ION can be triggered directly from Infor CRM Sales Cloud.

Prerequisites

  • ION Desk, Infor CRM and Infor Ming.le application configurations are already set up.
  • Infor CRM Workflows are imported and configured in ION Desk.
  • Infor CRM Workflows are configured in Infor CRM Administration Portal.

These are the out of the box Workflows:

Workflow Type Workflow Name Trigger Conditions When the Workflow is triggered
Action High value Opportunity
  • Sales potential of the Opportunity is greater than or equal to 100000.
  • Opportunity Status is not set to Closed.
 A notification is sent to
  • The Owned By User.
  • The sales representative manager
Action High Value Quote
  • Quote value is greater than or equal to 100000
  • Quote Status is set to Open.
 A notification is sent to
  • The Owned By User.
  • The sales representative manager
Action Large Discount on Sales Order Discount is greater than or equal to 30%. A notification is sent to
  • The Owned By User.
  • The sales representative manager
Notification Estimated Close Past Due on Opportunity
  • Current date has exceeded the specified Estimated Close.
  • Status is not set to Closed.
 A notification is sent to
  • The Owned By User.
  • The User who last modified the record.
  • The sales representative manager
Notification Opportunity Won Opportunity Status is set to Closed – Won. A notification is sent to
  • The Owned By User.
  • The sales representative manager
Notification Opportunity Lost Opportunity Status is set to Closed – Lost. A notification is sent to
  • The Owned By User.
  • The sales representative manager
Notification Credit Hold Status on Sales Order Sales Order Status is set to Credit Hold. A notification is sent to
  • The Owned By User.
  • The sales representative manager
Notification Promised Date Past Due on Sales Order
  • Current date has exceeded the specified Date Promised
  • Status is set to Sales Order.
 A notification is sent to
  • The Owned By User.
  • The User who last modified the record.
  • The sales representative manager
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