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Function documentationService Manager Profiles

 

You can use these profiles to determine which E-Mail Response Management System (ERMS) services parameter settings are called at runtime. In rule modeling, rules can be grouped as rule sets or policies. Each policy requires a profile entry in the Customizing table.

The service manager profiles are used to select the appropriate policy in the semiautomatic and automatic distribution (batch jobs) methods for leads and opportunities.

For more information, see Customizing for Customer Relationship Management, by choosing Start of the navigation path Transactions Next navigation step Settings for Leads Next navigation step Rule-Based Distribution Next navigation step Define Service Manager Profiles End of the navigation path.

Features

In document distribution, each profile represents a policy, which is made available in the distribution popup.

This popup contains the following:

  • All profiles that belong to policies active for document distribution for the given object type.

  • All profiles that the user is authorized to execute.

    Authorization is controlled by the ERMS authorization object CRM_ERMS_P.

You must therefore create profiles to distribute documents.

Activities

For each profile, assign the Service DD_RE as a Directly Called Service and set the properties as follows:

  • POLICY: Name of the policy you want to execute

  • CONTEXT: Name of the context the policy belongs to

  • LOGLEVEL: Determines the granularity of messages. With log level “3”, all messages are written into the application log.

    Note Note

    Each policy that you use requires a profile entry.

    End of the note.