General Availability


Before you begin:

We are assuming you have completed the Basic Atarc Process tutorial.

Recalling the business need

In the tutorial Basic Atarc Process a new Atarc Process has been created so that pricebooks are automatically assigned to newly created opportunities.

The Atarc Process OpptyPricebookMgr is executed every time ANY user goes and create a new opportunity with the appropriate market field populated.

Now the idea is that only users with the profiles System Administrator, Sales Manager, Sales Director, Sales Support should be allowed to execute it, no errors should happen is just that if the user does not meet the criteria code is not executed. Using the ATARC Process Availability Rule we can achieve this

Make sure the ATARC Global Settings record has the General Availability field set to false.

Make sure the ATARC Process Settings records for the specific Atarc Process OpptyPricebookMgr has General Availability field set to false.

ATARC Process Settings

Label
ATARC Process Setting Name
ApexHelperClassName
SObject
Event
IsActive
IsAsync
Order
DependsOnSuccess
DependsOnFailure
Debug
DebugLevel
breakIfError
Isolate
General Availability
Opportunity Pricebook Manager
OpptyPricebookMgr
OpportunityPricebookManager_AP
Opportunity
BeforeInsert
true
false
1
true
DEBUG
false
false
false

ATARC Process Availability Rules

:

Label
ATARC Process Availability Rule Name
ATARC Process Setting
Availability
Custom Scope Filter
Custom Scope Filter Value
IsActive
Scope
Scope Id Value
OpMngr.Rule1
OpMngr.Rule1
OpptyPricebookMgr
Available
false
true
Profile
00e6g000000vB5TAAU
OpSpr.Rule2
OpSpr.Rule2
OpptyPricebookMgr
Available
false
true
Profile
00e6g000000vB5dAAE
OpDr.Rule3
OpDr.Rule3
OpptyPricebookMgr
Available
false
true
Profile
00e6g000000vB5YAAU
OpSys.Rule4
OpSys.Rule4
OpptyPricebookMgr
Available
false
true
Profile
00e6g000002CsbJAAS

The id values in the Scope Id Value field for each entry in the ATARC Process Availability Rule is org specific so you should definetly use different profile id which are valid for your org or sandbox.


Expected Results:

The expected here is that the Atarc Process OpptyPricebookMgr is executed only for the users when profile matches any of the specified in the previous table.