Advanced Workflow Creation with SugarBPM – Deep Dive and Practice with Practical Examples
Sugar Administration Essentials
Advanced Workflow Creation with SugarBPM
Deep dive into SugarBPM and practice with hands-on exercises.
Upcoming Classes
Duration 3 Hours
Price $ 225
Create workflows that suit your organisation’s needs with SugarBPM.
Topics Covered
- An Overview of SugarBPM.
- Understanding the Building Blocks of SugarBPM.
- Create a Workflow to distribute leads to different people based on the Country.
- Creating a workflow for Discount Approval Process.
- Create a Workflow to send an alert for Escalation.
Hands on Practice
- Create a simple workflow to send an email alert for a status change.
- Create Auto Escalation for a lead that does not have any activity after 48 hours of assignment.
- Create a workflow to redistribute an Opportunity to a different team if the Opportunity is larger than the size defined.
Intended Audience
Sugar Adminstrators, Sugar Advanced Business Users, Developers. Salesforce administrators and Dynamics administrators who wants to learn new technologies.
Pricing and Plans
Sugar Administration Essentials
Implement Users, Teams and Role Based Permissions in Sugar
- Understanding the concepts and importance of the Users, Roles, and Teams.
- Learning how to create different types of Users and reporting heirarchy.
- Understanding how to configure teams and add users to the teams and applying the data visibility restrictions based on teams.
- Learning how to create Roles, add users to Roles, and apply different Role restrictions.
- Detailed, practical step-by-step exercises for hands-on experience in configuring Roles, Teams, and Users.
Configure Sugar with Developer Tools
- Understanding the relevance of the Sugar Developer Tools and its benefits.
- Learning module template types and how to create the custom module in SugarCRM.
- Learning the different field data types available in SugarCRM and their properties.
- Understanding how to add new fields to the existing module or for the custom module.
- Understanding how to do the layout arrangements for different views like List View, Record View, Preview, etc., and expose the fields to the UI.
Configure Sugar with SugarLogic
- Understanding Sugar Logic components, Sugar Formula Engine, and its functions.
- Learning how to build Sugar Logic Formulas for automatically updating the data In the fields.
- Learning how to make fields conditionally editable and conditionally non-editable using Sugar Logic Functions.
- Learning how to make fields conditionally visible and conditionally hiding using Sugar Logic Functions.
- Understanding how to use the Sugar logic to get the data from the parent module and update it In the current module.
Sugar for End Users
Sugar Import Functionality
Deep Dive for Data Migration or Data Transfer from your sources
$150
3 Hours
