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SkyBlue2007 Workflow rule via License Management App !
Hi all,
I have a question about License Management App.
I'm reading License Management App 2.1 Administration and User Guide,
it says, "create a workflow rule with a filter that specifies that the License Status equals Uninstalled".
On the other hand, it also says, "Do not impose any conditions on updating or creating license or lead records.".
I should create workflow rule on lead or licenses, or not?
Thanks,
SkyBlue2007
Good question. Let me clarify. The documentation is recommending that, if you want to send emails to customers when they uninstall (to try to retain that customer), you can create a workflow rule on that event and send an automated email template. Or at least assign a task to the right person internally.
The other best practice is trying to prevent logic from inserting or updated Leads and Licenses. The workflow logic above won't prevent a lead or license from being inserted or updated. So you can implement both best practices without conflict. But you should be cautious if you add required fields or validation rules to leads and license objects. That could cause issue.
Hi aalbert,
I have had this problem.
So, I'd like to know how everyone has solved the problem like this.
Thanks,
SkyBlue2007