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About Custom Fields

Oracle CRM On Demand supplies the default fields that most organizations require. However, you might find fields in your existing records that do not have the corresponding fields in the records in Oracle CRM On Demand. In this case, you can create new fields, called custom fields, to support the unique needs of your company. This need might arise when you have existing records that you want to import into Oracle CRM On Demand.

Custom fields:

  • Can be used in assignment rules, reports, filtered lists, and targeted search

    NOTE: For performance reasons, some custom fields cannot be used to sort lists.

  • Cannot be deleted
  • Cannot be viewed until they are explicitly added to custom page layouts
  • Are not inherited from one record type to another

    For example, a custom field you added for leads is not automatically carried over to opportunities when that lead is converted to an opportunity.

    Custom fields for lead records must be mapped if you want them to transfer when a lead is converted to an opportunity, account, or contact.

  • Cannot be viewed by other users until they sign in again
  • Can be referenced by Web links, Web services, and other integration technologies

The following table shows you how many new fields you can add to Oracle CRM On Demand. The data pertains to available fields for most record types; that is, you can add 100 new picklist fields for accounts, 100 for contacts, 100 for opportunities, and so on. The maximum number of values (active or disabled) in a picklist is 1000.

Record Type

Check Box

Currency

Date

Date/Time

Integer

Multiselect Picklist

Account

35

80

25

25

35

10

Contact

35

25

25

25

35

10

Lead

35

25

25

25

35

10

Opportunity

35

25

25

25

35

10

Activity

35

25

25

25

35

10

Campaign

35

25

25

25

35

0

Solution

35

25

25

25

35

0

MedEd

35

25

25

25

35

0

Household

35

25

25

25

35

0

Funds

35

25

25

25

35

0

Portfolio

35

25

25

25

35

0

Vehicle

70

50

60

50

70

0

Service Request

35

25

25

25

35

10

Program

35

35

25

25

35

0

Custom Object 01

35

25

25

35

35

10

Custom Object 02

35

25

25

35

35

10

Custom Object 03

35

25

25

35

35

0

Dealer

70

105

60

50

70

0

Product

35

25

25

25

35

0

Asset

35

25

25

25

35

0

Fund Request

35

25

25

25

35

0

MDF Request

35

25

25

35

35

0

Program Partner

70

50

60

50

70

10

Revenue

35

25

25

25

35

0

SP Request

35

25

25

35

35

0

User

35

25

25

35

35

0

Deal Registration

35

25

25

35

35

0

Deal Registration Revenue Products

35

25

25

35

35

0

Course

35

25

25

35

35

0

Exam

35

25

25

35

35

0

Certification

35

25

25

35

35

0

Accreditation

35

25

25

35

35

0

Custom Objects 04 and higher

35

25

25

35

35

0

Industry-specific record types other than those listed in this table

35

25

25

35

35

0

Record Type

Number

Percent

Phone

Picklist

Text (Long)

Text (Short)

Web Link

Account

33

30

10

100

30

45

100

Contact

33

30

10

100

30

70

100

Lead

33

30

10

100

30

45

100

Opportunity

33

30

10

100

30

70

100

Activity

33

30

10

100

30

45

100

Campaign

33

30

10

100

30

45

100

Solution

33

30

10

100

30

45

100

MedEd

33

30

10

100

30

45

100

Household

35

30

10

100

30

45

100

Funds

33

30

10

100

30

45

100

MDF Request

35

30

20

100

30

60

100

Portfolio

33

30

10

100

30

45

100

Vehicle

68

60

30

200

60

105

100

Service Request

33

30

10

100

30

45

100

SP Request

35

30

20

100

30

60

100

Program

35

30

10

100

30

45

100

Custom Object 01

35

30

20

100

30

60

100

Custom Object 02

35

30

20

100

30

60

100

Custom Object 03

35

30

20

100

30

60

100

Dealer

68

60

30

200

60

105

100

Product

33

30

10

100

30

45

100

Asset

33

30

10

100

30

45

100

Fund Request

33

30

10

100

30

45

100

Program Partner

68

60

30

200

60

105

100

Revenue

33

30

10

100

30

45

100

User

35

30

20

100

30

60

100

Deal Registration

35

30

20

100

30

60

100

Deal Registration Revenue Products

35

30

20

100

30

60

100

Course

35

30

20

100

30

60

100

Exam

35

30

20

100

30

60

100

Certification

35

30

20

100

30

60

100

Accreditation

35

30

20

100

30

60

100

Custom Objects 04 and higher

35

30

20

100

30

60

100

Industry-specific record types other than those listed in this table

35

30

20

100

30

90

100


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.