User Guide

10.4 HotFix 1
- 10.5 HotFix 3
- 10.5
- 10.4 HotFix 3
- 10.4 HotFix 2
- 10.4
- 10.3 HotFix 3
- 10.3 HotFix 1
- 10.3

Back Next

Task Types Associated with Hierarchies

When a Sales Operation Manager updates the hierarchy of a record or organization, no workflow is triggered. The changes made are directly saved. When a Sales Operation Analyst makes changes related to the hierarchy of a record or organization, a one-step approval workflow is triggered.

The Customer 360 default configuration for hierarchy workflow includes the following tasks:

Task Type	Description
FinalReview	Created when a user make changes to the hierarchy of a record and sends the changes for approval.
UpdateReview	Created when an approver sends back the changes made to the hierarchy of a record for resubmission.
Notification	Created when an approver approves or rejects the changes made to the hierarchy of a record.

The following steps summarize what happens when a user with the Sales Operation Analyst role updates a hierarchy and a user with the Sales Operation Manager role approves or rejects the changes made:

Task	Task Owner	Possible Actions	Result
FinalReview	Approver	Claim	User claims the tasks. Hierarchy change appears in the task inbox of the user.
		Disclaim	The hierarchy change is assigned back to users with the Sales Operation Manager role.
		Approve	The hierarchy change is promoted. Notification is sent to the requestor.
		Reject	The hierarchy change is deleted. Notification is sent to the requestor.
		Send Back	The hierarchy change is sent back to the requestor with comments.
UpdateReview	Requestor	Submit for Approval	The hierarchy change is resubmitted for approval. Moves to the FinalReview task.
UpdateReview	Requestor	Cancel	The hierarchy change is deleted.
Notification	Requestor	OK	The workflow is closed.

Rename Saved Search

Table of Contents

User Guide

User Guide

Task Types Associated with Hierarchies

Task Types Associated with Hierarchies