View source for Common:Data Policies

Data policies model your business rules and enable automation of processes around data records. They let you define a series of checks and validations, automatically update dependent data, send emails, and carry out many other tasks. For example, when a Prospect is converted to an Account, you could automatically send emails to related Contacts to say thanks or congratulations.

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{{:About Data Policies}}

{{:About Policy Triggering Criteria}}

{{:About Data Policy Actions}}

{{:Create a Data Policy}}

{{:Edit a Data Policy}}

{{:Invoke a Java Method From a Data Policy}}

{{:About Data Policies in Workflows}}

{{:About Data Policies in Tasks and Appointments}}

{{:Using a Data Policy to Send a Message}}