Basic guide on Sales Force Automatio - HELP

[SOAmods Art]

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Greetings folks,

I am setting up OpenCRX for Sales Force Automation (SFO) and have some basic requirements but cant seam to achieve them easily.

 

Basically this is what I'm looking for...

 

1. Leads are entered into the system via rest interface (all is good)

2. Leads are auto assigned a sales rep for example Sales Rep A

3 A default set of Actions should be done (based on product)

 a) send welcome email from template

 b) schedule a phone call in 24 hr from now

 c) schedule a follow up in 48 hrs

 

This seams straightforward but cant figure out what needs to be set up to accomplish this or any documentation

 

thanks,

Art

 

 

Arthur Munro
SOAmods Architect
http://www.soamods.com
artmunro@...

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[Christoph Mueller]

Dear Art,

Similar to how you submit leads to openCRX with REST, you can
implement the rest of the functionality with REST:

* assign a SalesRep to a lead
* create a PhoneCall activity (execute ActivityCreator.newActivity())
  and then assign it to a SalesRep
* create a 'follow up in 48 hrs' activity and assign it to
  a SalesRep

Please note that the full openCRX API is available through the
REST interface.

Regards,
Chris

SOAmods wrote:

> Greetings folks,
> I am setting up OpenCRX for Sales Force Automation (SFO) and have some
> basic requirements but cant seam to achieve them easily.
>  
> Basically this is what I'm looking for...
>  
> 1. Leads are entered into the system via rest interface (all is good)
> 2. Leads are auto assigned a sales rep for example Sales Rep A
> 3 A default set of Actions should be done (based on product)
>  a) send welcome email from template
>  b) schedule a phone call in 24 hr from now
>  c) schedule a follow up in 48 hrs
>  
> This seams straightforward but cant figure out what needs to be set up
> to accomplish this or any documentation
>  
> thanks,
> Art
>  
>  
> Arthur Munro
> SOAmods Architect
> http://www.soamods.com
> artmunro@... <mailto:artmunro@...>
>
>
> ------------------------------------------------------------------------
>
> ------------------------------------------------------------------------------
> Open Source Business Conference (OSBC), March 24-25, 2009, San Francisco, CA
> -OSBC tackles the biggest issue in open source: Open Sourcing the Enterprise
> -Strategies to boost innovation and cut costs with open source participation
> -Receive a $600 discount off the registration fee with the source code: SFAD
> http://p.sf.net/sfu/XcvMzF8H
>
>
> ------------------------------------------------------------------------
>
> _______________________________________________
> openCRX-users mailing list
> openCRX-users@...
> https://lists.sourceforge.net/lists/listinfo/opencrx-users

------------------------------------------------------------------------------
Open Source Business Conference (OSBC), March 24-25, 2009, San Francisco, CA
-OSBC tackles the biggest issue in open source: Open Sourcing the Enterprise
-Strategies to boost innovation and cut costs with open source participation
-Receive a $600 discount off the registration fee with the source code: SFAD
http://p.sf.net/sfu/XcvMzF8H
_______________________________________________
openCRX-users mailing list
openCRX-users@...
https://lists.sourceforge.net/lists/listinfo/opencrx-users