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Certification Fields

Use the Certification Edit page to add a certification or update the details for an existing certification. The Certification Edit page shows the complete set of fields for a certification.

TIP: You can also edit certifications on the Certification List page and the Certification Detail page. For more information on updating records, see Updating Record Details.

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

The following table provides additional information regarding some fields.

Field

Description

Key Information Section

Name

The name of the certification. This field is case-sensitive, be sure you follow the naming conventions that your company has set up for abbreviations, capitalization, and so on, to prevent duplicate certifications. This is a required field.

Type

The certification type you want to use for this certification.

Status

The status of the certification, such as Planned or Available. Your administrator can modify the possible values for status, so you may see a set of values different from those mentioned here. This is a required field.

Available From

The date after which the certification is available to be requested. This field, if specified, determines whether or not this certification is displayed on the Recently Introduced Certifications list on the certification home page.

Certification ID

An internal identifier for the certification. Typically unique, but Oracle CRM On Demand does not enforce uniqueness.

Primary Product Category

The name of the primary product category that the contact will be certified for upon successfully achieving the certification. Use this field only if the certification is focused on a single product category. If the certification is equally appropriate for several product categories, leave this field blank and use the Certification Product Categories related item section instead.

Primary Product

The name of the primary product that the partner company will be certified for upon successfully achieving the certification. Use this field only if the certification is focused on a single product. If the certification is equally appropriate for several products, leave this field blank and use the Certification Products related item section instead.

Available Till

The date after which the certification will no longer be offered. This field, if specified, decides whether or not this certification is displayed on the Retiring Certifications list on the Certification homepage.

Certification Details Section

Validity (Months)

The length of time, in months, that the certification is valid after it has been awarded to a contact. This field is for informational purposes only; Oracle CRM On Demand does not automatically set the validity period of an awarded certification.

Renewable

Indicates whether or not you can renew the certification awarded to a contact.

Website

The URL to a page that contains additional information about the certification. The Web site field is useful if the certification information is stored and maintained in some application other than Oracle CRM On Demand.

Currency

The currency used for the fee.

Certification Fee

The fee charged for awarding the certification.

Payment Options

The methods by which you will pay for the certification, such as credit card or check. This is a single-value field, but multiple payment options may be allowed, for example, “Check or Credit”, “Cash or Credit”, and so on.

Contact Information Section

Contact

The contact for the certification.

Contact: First Name

The first name of the contact selected in the Contact field. This field is automatically populated based on what you select in the Contact field.

Contact: Last Name

The last name of the contact selected in the Contact field. This field is automatically populated based on what you select in the Contact field.

Contact: Account

The account name of the contact selected in the Contact field. This field is automatically populated based on what you select in the Contact field.

Contact: Email

The email address of the contact selected in the Contact field. This field is automatically populated based on what you select in the Contact field.

First Name

The first name of the point-of-contact for the certification. Use this field only if the point-of-contact is not already defined in Oracle CRM On Demand.

Last Name

The last name of the point-of-contact for the certification. Use this field only if the point-of-contact is not already defined in Oracle CRM On Demand.

Company

The company of the point-of-contact for the certification. Use this field only if the point-of-contact is not already defined in Oracle CRM On Demand.

Email

The email address of the point-of-contact for the certification. Use this field only if the point-of-contact is not already defined in Oracle CRM On Demand.

Phone

The phone number of the point-of-contact for the certification. Use this field only if the point-of-contact is not already defined in Oracle CRM On Demand.

Additional Information

Owner

The owner of the certification record.

Depending on the record ownership mode that your company administrator sets up for the record type, you might see the Owner field, or the Book field, or both of these fields on the record Detail page, and one or both of the fields might be blank. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.

Description

Additional information about the certification record. This field has a limit of 2,000 characters.


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