The sample project models a CRM that is similar to Salesforce.com that uses an SQL database as the host application in which Process Designer operates. All guides operate on one or more entities that are contained within database tables. Here is the schema for these entities:
Desktop Set
Sales Call with Contact Prompt
: Prompts the user for a contact and then runs the
Sales Call Follow-up (Mobile)
embedded guide.
Sales Call Follow-up
: After a meeting ends, users can enter new action items, notes, contacts, and opportunities. They can also set follow-up action items for themselves and others.