How to configure US trade Embargo policy?
Policy Execution
For any policy to be executed, the following two steps are necessary.
- Setting up Process Builder in Salesforce Environment.
- Configuring the policy in Fullcast Environment.
Some people, cities, states and countries are restricted from doing business with US. Embargo policy helps to identify these restricted person/entities.
Create Embargo Policy in Motion App
- Click on the Motion tab in fullcast.io.
- Select Policies by territory and click on Review policies.
- Click “Add New Policy”.
- From the Policy Catalog, select US Trade Embargoes
Object Selection
Select an Object (Lead, Account or Contact) from the drop-down menu in the Review option for which the policy has to be executed.
Stage 1: Search Lists
2. Based on requirement, users can select one or more options (or all). It is mandatory to select at least one option.
Embargo Lists
The boxes you check in Stage 1 should be specific to the object chosen. (E.g., You wouldn't choose a persons list if the object you selected was "Accounts")
Stage 2: Search Accuracy
2. If fuzzy search is enabled, then set a number between 1-100 in the text-box next to **Only tag if score is greater than or equal to** so that the policy will run against the records which meet the specified percentage of matching criteria.
Stage 3: Set Search field options
1. Click the [+] button next to **Name Fields** to add *Name* data fields that you want to cross-check against the lists you chose in Stage 1. (E.g., Person Name, Account Name)
Stage 4: Tagging
2. Click Save changes to create the policy.
Setup Process Builder in Salesforce environment for policy execution
- Log into the Salesforce environment and click Setup -->Process Builder.
- Start creating the process builder for the policy by clicking the New button.
- Give a process name in the window that pops-up. An API name that is unique for each policy is generated automatically after the process name is entered.
- Add a description message, if needed.
- Select an action from the drop-down menu. This will decide when to run the process.
- Now in the UI that appears select the object for which the policy was created in Motion App. Also specify when to start the process and Save.
- Now click the add criteria option in the decision box of the process builder.
- Give a criteria name and select a criteria to execute the action.
- Set conditions, when to take immediate actions. These conditions depends on Holdout Selection criteria that have been configured in the new policy that was created in Motion App.
- For example, for the Holdout policy, the condition field that were set to pick the open opportunities was Amount is greater than 50K . Set the condition to take an action when the condition is met and an action when the condition is not met.
- Add an action to be executed. The Action type field should be selected as “Apex”. Enter an Action Name . Select “Policy Handler” for Apex Class .
- Set Apex Variables as following for
- Account Embargo
Required Fields
- Lead Embargo
Required Fields
- PolicyType: Set the Type of string with value “EmbargoesCompliance
- ’RecordID : Use field reference in the type to select Lead ID
- Contact Embargo
Required fields
- PolicyType: Set the Type of string with value “EmbargoesCompliance
- ’RecordID : Use field reference in the type to select Contact ID