Renewal Opportunity Routing groups 3 related components across Scripts. The configuration centers on scripts and includes 3 scripts that support the process.
How the pieces work together
- This configuration has 3 documented components, with the strongest activity in Scripts.
- Review the scripts and workflows first when changing how renewal opportunity routing behaves.
- Use the fields, lists, records, and searches as supporting configuration for the process.
Components
| Component | Type | Role in this configuration |
|---|---|---|
| Renewal Opportunity Routing Client | Client Script | Runs automation logic for renewal opportunity routing. |
| Renewal Opportunity Routing User Event | User Event Script | Runs automation logic for renewal opportunity routing. |
| Renewal Opportunity Routing Client | Client Script | Runs automation logic for renewal opportunity routing. |
What to review first
- Confirm the process owner understands the components listed above.
- Review scripts and workflows before changing supporting fields or searches.
- Validate saved searches and fields after any workflow or script change.