Squivr AI - Initial Implementation Guide

AI

• • Assign User Permissions:
    • Admin Users:
      • Squivr Full Admin
    • Standard Users:
      • Squivr AI
      • Any additional permissions Object Rules may be configured for, such as custom fields not included in the Squivr package.
  • Define Object Rule Configurations
  • Define Rules and Rule Criteria
  • Evaluate Object Rules Manually
  • Evaluate Object Rules Using an Apex Trigger