STEP 1: NAVIGATE TO AUTOMATION WORKFLOW RULES
Visit Setup > Automation > Workflow Rules for setting workflows.
STEP 2: CREATING A REWARD WORKFLOW RULE
Click ‘Create Rules’ button.
Set the Module for which you want to automate rewards. Add a name to your rule indicating the purpose of reward via name and description.**
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STEP 3: SET RULES FOR REWARDING
This rules rewards sales representative for winning a deal within a closing date.
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STEP 4: SET PLUM REWARDS AS ACTION**
Select **Instant Actions > Choose Plum Rewards **(PlumrewardsbyXoxoday).
Select the reward Automation that you created in Xoxoxday Plum.**
By default, the rules are not active. Click on ‘Activate’ to start your rewarding workflow rules.
