Installation and setup

How do I import a policy from another org?
To copy a policy from one Salesforce org (the source org) to another (the target org), the steps are as follows: (if necessary) Delete the policy from the...
Tue, 11 Sep, 2018 at 2:30 PM
How do I manage the Decisions on Demand licenses?
To verify the number of allocated and used licenses: Navigate to Setup->Build->Installed Packages Verify the license status, expiration date, allow...
Wed, 20 Jun, 2018 at 3:09 PM
Granting access rights using Permission Sets
The app includes the following permission sets: Decisions on Demand Policy Administrator Full management access to business policies (except delete, see...
Mon, 30 Oct, 2017 at 12:04 PM
How do I initialize business policies in a sandbox?
This article describes the steps needed to initialize a new sandbox from an org that has Decisions on Demand installed, and (optionally) import business pol...
Mon, 28 May, 2018 at 12:43 PM
How do I optimize Decisions on Demand for Lightning?
You can switch to Lightning mode and keep using the product without any changes.  However, you may notice that the layout of the Business Policy detail ...
Sat, 3 Mar, 2018 at 12:00 AM
How do I create List View buttons in Lightning?
In Classic, list view buttons for Decisions on Demand are implemented using JavaScript, which is not supported in Lightning. This article describes how ...
Fri, 2 Mar, 2018 at 11:58 PM
How do I add a custom button to invoke my policy?
To invoke a business policy manually, you can add a custom button to the detail page for an object. The app contains a few pre-defined buttons, for assi...
Wed, 21 Mar, 2018 at 10:20 PM