Customer service management / concept
Configuring a contact relationship
You can configure a contact relationship to establish a relationship between an account and a contact in the Customer Service Management (CSM) application.
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2,361 results for “business rules”
Platform administration / reference
Computer Telephony Integration
Computer Telephony Integration (CTI) is accomplished by the CTI client on the user machine sending a URL to the instance.
Contract Management Pro / concept
Domain separation and Contract Management Pro
Domain separation is supported for Contract Management Pro. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains.
Application development / concept
Build your application
Build and define the data, design elements, and logic that make up your application.
Workflow Studio / reference
Automated Update Record activity
Update a record without pausing the playbook to ask for user input. When the activity runs, it immediately updates the record and continues to the next activity in the playbook.
Legal Service Delivery / task
Use Predictive Intelligence for Legal Service Delivery
Use the Predictive Intelligence solution to predict and auto populate or view the suggestions for sub-category and assignment group.
Legacy Workflow / concept
Workflow engine operation order
The workflow engine runs in a predefined order relative to business rules and database operations. It caches commonly-used published workflows to improve performance.The workflow engine caches commonly-used published workflows to improve performance.
Legacy Workflow / concept
Workflow engine operation order
The workflow engine runs in a predefined order relative to business rules and database operations. It caches commonly-used published workflows to improve performance.The workflow engine caches commonly-used published workflows to improve performance.
Application development / task
Configure custom skills and rules
Create and manage custom skills and rules, or instructions to control how Build Agent behaves during a session. Rules are preloaded into every session automatically. Skills are available on demand when you or the agent invokes them by name.
Application development / concept
Limitations of agentic app generation with Build Agent
Build Agent accelerates agentic app development, but it also has some limitations that you should understand before using it.
Common Service Data Model (CSDM) / task
Migrate and synchronize existing data to the CSDM framework
You complete several tasks to confirm that your existing application data migrates successfully to the required tables in the CMDB.
Government industry / concept
Configure PaCE Eligibility Framework Engine for use with Grants Management
Configure the eligibility framework engine, powered by PaCE, to allow agents to confirm whether an applicant is eligible for the specific grant being requested.
Scripts / reference
Available script types
Scripts can be used in many places. The most important detail is whether the script runs on the client or the server.
Application development / reference
Build Agent use cases
Use Build Agent for a wide range of development scenarios beyond application creation, including app analysis, modernization, documentation, governance, and learning assistance.
Workflow Studio / concept
Creating and managing Playbooks
Learn how to create and configure a playbook in Workflow Studio.
Platform security / concept
Avoiding domain path in scripts
Domain paths can cause the values of your script to change or even break, so don't use them in scripts.
Planned Maintenance (Family) / reference
Installed with SM Planned Maintenance
The SM Planned Maintenance core plugin also includes demo data.
Product Support for Technology / reference
Proactive Rule form
When creating a Proactive Triggers rule, the Proactive Rule form includes the following fields.
Test Management / task
Run your tests from the List view
View the test scenario, execute all the steps of the test, and review the test result.
Agile Development / concept
Scrum Programs for Agile Development 2.0
Plan and track the work of multiple teams that work together, either toward a common short-term outcome or on an ongoing basis.
Using an agent or building an integration?
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