How to create a Sales guide to use in orchestrations — Cloud Customer Connect
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How to create a Sales guide to use in orchestrations

Greetings!

We are adopting orchestrations for our current implementation, and we would like to use the Sales Guide feature. I'll explain:

While creating a task inside a task step, you can specify a Subject, an appointment type, the due in days parameter, a description, and add an attachment.

Among the other information you can add to the task there is a "Sales Guide" option with a Guide Name combo box. I once configured an orchestration in a demo environment provided by oracle that had a Sales guide configured, and when performing that step, a form appeared on script that provided a series of questions and answers that served as guidance for that activity.

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