Solutions

Solutions group related applications and questionnaires that work together to address a particular business need. For example, you might create a Customer Relationship Management solution that houses the following applications: Accounts, Contacts, Opportunities, and Projects.

By grouping applications into a solution, you can also search those applications as a single entity, access reports for just those applications from the Reports Listing, and more.

An application can be grouped into multiple solutions. For example, a Contacts application can be associated with Vendor Management, Customer Relationship Management, and Service Request solutions. By grouping an application with multiple solutions, you can reuse the same information for a variety of purposes.

Solutions are displayed in a workspace, which is how users access individual applications. A solution can be used in multiple workspaces.

Solutions are available for on-prem, hosted, and SaaS deployments.

Who can work with solutions?

Any user with the appropriate CRUD access role settings to the Administration | Application Builder | Manage Solutions page.