Contents

 
Getting Started
What To Do First
Signing In as a New User
About the Interface
Oracle CRM On Demand Page-by-Page Overview
Showing or Hiding the Action Bar
My Homepage
Reviewing Your Alerts
Working with the Message Center
Working with RSS Feed Applets
Working with Records
About Data Access, Record Sharing, and Record Ownership
Creating Records
Finding Records
About Targeted Search
About Filter Conditions
About Filter Values
About Searching on Multi-Select Picklists
About Keyword Search
Default Search Fields for Keyword Search
Searching for Records in the Action Bar
Using Advanced Search
Finding Records in List Pages
Searching for Records in Lookup Windows
Using the Book Selector
Copying Records
Previewing Records
About Record Locking
Updating Record Details
Linking Records to Your Selected Record
Examples of Record Types Linked to Other Record Types
Updating Linked Records from Main Records
Favorite Records Page
Working with Lists
Creating and Refining Lists
Filtering Lists
Manage Lists Page
View List Page
Favorite Lists Page
Counting Records in Lists
Exporting Records in Lists
Transferring Ownership of Records
Sharing Records (Teams)
Changing the Primary Custom Book on a Record
Updating Groups of Records
Merging Records
Adding Notes
Note Edit Page
Note Page (List)
Working with the List of Notes
Subscribing to Notes
Sending Notes to Other Users
Working with Attachments
About Attachments
Attaching Files and URLs to Records
Attachment Related Items
Attachment List Page
Attaching Files to Records through Attachment Fields
Using Assessment Scripts
Deleting and Restoring Records
Viewing Audit Trails for Records
About Duplicates When Creating Records
Printing Information That Appears on Pages
Viewing Oracle CRM On Demand Service Information
Retrieving Your User Sign-In ID or Resetting Your Password
About Oracle CRM On Demand Session Duration
About Concurrent Sessions in Oracle CRM On Demand
System Requirements for Oracle CRM On Demand
Release Notes for Oracle CRM On Demand
Contacting Oracle
Exiting Oracle CRM On Demand
Calendar and Activities
Working with the Calendar Pages
Managing Calendars and Activities
Viewing Activities
Creating Activities
Updating Activities
Working with Activity Lists
Limiting Activity Records Displayed
Marking Tasks as Completed
Assigning Activities to Another Employee
Tracking Visits (Sales Calls) to Customers
Mass Call Planning
Adjusting Message Responses
Scheduling Appointments with Others
Viewing Othersí Calendars
Calendar Settings Page
Sharing Your Calendar
Setting Your Default Calendar View
Adding Custom Calendar Views
Viewing Group Task Lists
Using Activity Assessment Scripts
Activity Fields
Marketing
Managing Marketing
Process of Handling Campaigns
Process of Handling Leads
Campaigns
Working with the Campaign Homepage
Managing Campaigns
Targeting Contacts for Campaigns
Recording Responses to Campaigns
Closing Campaigns
Measuring Campaign Effectiveness
Campaign Fields
Leads
Working with the Leads Homepage
Managing Leads
Reassigning Leads
Qualifying Leads
Using Lead Qualification Scripts
Archiving Leads
Converting Leads to Accounts, Contacts, Deal Registrations, or Opportunities
Access Profile and Role Settings for Converting Leads
Rejecting Leads
Analyzing Lead Followup
Leads Fields
Sales
Managing Sales
Process of Managing Opportunities
Process of Managing Accounts
Process of Managing Contacts
Process of Managing Forecasts for Sales Users
Process of Managing Forecasts for Forecast Administrators
Process of Managing Calendar and Activities
Leads (Sales Aspects)
Accounts
Working with the Account Homepage
Managing Accounts
Reassigning Accounts
Changing an Account Primary Contact
Linking Records to Accounts
Linking Portfolio Accounts
Specifying Parent Accounts
Limiting Account Records Displayed
Tracking Relationships Between Accounts
Tracking Relationships Between Accounts and Contacts
Tracking Partners and Competitors of Accounts
Tracking Assets
Tracking Revenue Based on Accounts
Analyzing Account Performance
Account Fields
Contacts
Working with the Contacts Homepage
Managing Contacts
Importing Your Contacts
Linking Contacts to Multiple Accounts
Tracking Relationships Between Contacts
Tracking Revenue Based on Contacts
Adding Referrals
Tracking Contact Interests
Analyzing Contacts
Tracking the Best Calling Times
Adding Contact State Licenses
Contact Fields
Opportunities
About Opportunities and Forecasts
Working with the Opportunity Homepage
Managing Opportunities
Reassigning Opportunities
Tracking Partners and Competitors of Opportunities
Accessing the Sales Process Coach
Linking Products to Opportunities
Analyzing the Pipeline
Creating a Special Pricing Request from an Opportunity
Specifying Parent and Child Opportunities
Creating a Deal Registration from an Opportunity
Splitting Opportunity Revenue Among Team Members
About Opportunity Teams
Opportunity Fields
Forecasts
Working with the Forecast Homepage
Managing Forecasts
Reviewing Forecasts
Refreshing Forecasts
Viewing and Editing a Forecast Using a Different Currency
Viewing Forecast History
Submitting Forecasts
Unsubmitting Forecasts
Managing Quotas
Managing Your Teamís Forecasts
Forecast Detail Page
Forecast Fields
Addresses
Working with the Address Homepage
Managing Addresses
Creating New Shared Addresses in Account, Contact, Dealer or Partner Records
Sharing Addresses Between Account, Contact, Dealer, and Partner Records
Marking Shared Addresses as Validated
Adding DEA Information to Contact Addresses
Creating New Unshared Addresses in Account, Contact, Dealer, or Partner Records
Removing Addresses from Accounts, Contacts, Dealers, or Partners
Deleting Shared Addresses
Address Fields
Business Planning
Scenario for Managing Plans for a Single Account
Scenario for Managing Plans for a Group of Accounts or Territories
Scenario for Managing Plans for Contacts
Scenario for Managing Plans for Objectives and Products
Business Plans
Working with the Business Plan Homepage
Managing Business Plans
Linking Records to Business Plans
Business Plan Fields
Objectives
Working with the Objective Homepage
Managing Objectives
Linking Records to Objectives
Objective Fields
Plan Accounts
Working with the Plan Account Homepage
Managing Plan Accounts
Plan Account Fields
Plan Contacts
Working with the Plan Contact Homepage
Managing Plan Contacts
Plan Contact Fields
Plan Opportunities
Working with the Plan Opportunity Homepage
Managing Plan Opportunities
Plan Opportunity Fields
Service and Communications
Managing Service and Communications
Process of Creating a Service Request
Process of Working on a Service Request
Process of Resolving a Service Request
Process of Closing a Service Request
Service Requests
Working with the Service Request Homepage
Managing Service Requests
Assigning Service Requests
Using Service Request Scripts
Adding Solutions to Service Requests
Escalating Service Requests
Closing Resolved Service Requests
Service Request Fields
Solutions
About Managing Solutions
Working with the Solution Homepage
Managing Solutions
Reviewing Solutions
Approving and Publishing Solutions
Rating Solutions
Adding Books to a Solution
Solution Fields
Communications
About Oracle Contact On Demand
Managing the Call Center
Working with the Communication Homepage
Managing Oracle Contact On Demand
Preparing for Interacting with Customers
Handling Phone Calls
Disabling the Communications Toolbar in a Browser Session
Placing Calls
Handling Callbacks (Web and Phone)
Handling Voicemail Messages
Handling Emails
Wrapping Up Communication Activities
Reviewing Your Statistics
Viewing Interaction Histories
Monitoring Agents
Communication Activities List Page (Oracle Contact On Demand)
Communication Activity Fields (Oracle Contact On Demand)
Call, Voicemail, and Email Detail Pages
Partner Relationship Management and High Tech
Managing PRM and High Tech
Partners
Working with the Partners Homepage
Managing Partner Accounts
Activating and Inactivating Partner Accounts
Converting Accounts to Partner Accounts
Searching for Partner Accounts
Deleting Partner Accounts
Partner Fields
Partner Programs
Working with the Partner Programs Homepage
Managing Partner Programs
Creating Partner Programs
Managing Partner Program Memberships
Creating Partner Program Memberships
Changing Partner Program Membership Status
Deleting Partner Program Memberships
Program Membership Fields
Deleting Partner Programs
Partner Program Fields
Applications
Working with the Applications Homepage
Managing Applications
Creating Applications
Submitting Applications for Approval
Reviewing Applications
Approving Applications
Rejecting Applications
Recalling Applications
Canceling Applications
Deleting Applications
Importing Applications
Applications Fields
Deal Registrations
Working with the Deal Registration Homepage
Managing Deal Registrations
Creating Deal Registrations
Submitting Deal Registrations for Approval
Approving Deal Registrations
Returning Deal Registrations
Rejecting Deal Registrations
Resubmitting Deal Registrations
Canceling Deal Registrations
Ending the Period for Deal Registrations
Updating Deal Registrations
Linking Products to Deal Registrations
Calculating the Deal Size
Associating Deal Registrations with Opportunities
Converting Deal Registrations to Accounts, Contacts, or Opportunities
Access Profile and Role Settings for Converting Deal Registrations
Deal Registration Fields
MDF Requests
Working with the MDF Requests Homepage
Managing MDF Requests
Submitting MDF Requests for Approval
Recalling MDF Requests
Returning MDF Requests
Rejecting MDF Requests
Approving MDF Requests
Canceling MDF Requests
Submitting Claims for MDF Requests
Rejecting Claims for MDF Requests
Approving Claims for MDF Requests
MDF Requests Fields
Special Pricing Requests
Working with the Special Pricing Request Homepage
Managing Special Pricing Requests
Linking Products to Special Pricing Requests
Linking Programs to Special Pricing Requests
Submitting Special Pricing Requests for Approval
Recalling Special Pricing Requests
Returning Special Pricing Requests
Rejecting Special Pricing Requests
Approving Special Pricing Requests
Canceling Special Pricing Requests
Submitting Claims for Special Pricing Requests
Rejecting Claims for Special Pricing Requests
Approving Claims for Special Pricing Requests
Managing Special Pricing Products as Related Items
Creating Special Pricing Products as Related Items
Special Pricing Product Fields
Special Pricing Request Fields
Funds
Working with the Funds Homepage
Managing Funds
Adding Fund Participants
Adding Credits to Funds
Processing Requests for Funds
Processing Claims
Applying Debits Against Funds
Reviewing Fund Activity
Fund Fields
Courses
Working with the Course Homepage
Managing Courses
Associating Courses with Products, Product Categories, and Solutions
Associating Courses with Exams and Certifications
Relating Courses to Other Courses
Making Courses Visible to Partners
Enrolling in Courses
Updating the Course Enrollment Record
Course Fields
Course Enrollment Fields
Exams
Working With the Exam Homepage
Managing Exams
Associating Exams with Products, Product Categories, and Solutions
Associating Exams with Courses and Certifications
Relating Exams to Other Exams
Making Exams Visible to Partners
Registering for Exams
Updating the Exam Registration Record
Exam Fields
Exam Registration Fields
Certification
Working with the Certification Homepage
Managing Certifications
Associating Certifications with Products, Product Categories, and Solutions
Associating Certifications with Exams and Courses
Relating Certifications to Other Certifications
Making Certifications Visible to Partners
Requesting Certification
Updating the Certification Request Record
Certification Fields
Certification Request Fields
Accreditation
Working with the Accreditation Homepage
Managing Accreditations
Associating Accreditations with Products, Product Categories, and Solutions
Relating Accreditations to Other Accreditations
Recording Certification Requirements for an Accreditation
Making Accreditations Visible to Partners
Requesting Accreditation
Updating the Accreditation Request Record
Accreditation Fields
Accreditation Request Fields
Life Sciences
Life Sciences Processes
MedEd
Working with the MedEd Event Homepage
Managing MedEd Events
Tracking Invitees to Medical Education Events
MedEd Event Fields
Contact State Licenses
Working with the Contact State License Homepage
Managing Contact State Licenses
Contact State License Fields
Managing Samples
Inventory Period
Working with the Inventory Period Homepage
Managing Inventory Periods
Adding Sample Inventory to an Inventory Period
Adding Sample Transactions to an Inventory Period
Adding Books to an Inventory Period
Creating an Inventory Audit Report for an Inventory Period
Requesting an Interim Inventory Count
Closing Out an Inventory Period
Reconciling an Inventory Period
Inventory Period Fields
Sample Inventory
Managing Sample Inventory
Calculating a Running Total of the Sample Inventory
Acknowledging Receipt of the Sample Inventory
Process of Reconciling the Inventory
Sample Inventory Fields
Inventory Audit Report
Managing Inventory Audit Reports
Inventory Audit Report Fields
Sample Transactions
Working with the Sample Transaction Homepage
Managing Sample Transactions
Creating a Samples Transfer
Acknowledging Full Receipt of a Samples Transfer
Acknowledging Partial Receipt of a Samples Transfer
Adjusting Sample Transactions
Adjusting an Existing Inventory Adjustment Record
Creating a New Inventory Adjustment Record
Creating Lost and Found Sample Transactions
Viewing Disbursement Transactions
Adding Transaction Items to a Sample Transaction
Correcting Physical and Electronic Count Discrepancies
Dropping Samples During a Sales Call
Adding Attendees to Calls
Linking Product Detailed Information to Calls
Linking Samples Dropped Information to Calls
Linking Promotional Item Information to Calls
Linking Sample Request Information to Calls
Saving Call Detail Information as a Template
Submitting Call Detail Information for Inventory Tracking
About Electronic Signatures
Checking Electronic Signatures
About the Relationship Between Sample Transactions and Sample Inventory
Monitoring Sample Activities
Sample Transaction Fields
Transaction Items
Managing Transaction Items
Modifying the Sample in a Transaction Item
Modifying the Sample Lot in a Transaction Item
Transaction Item Fields
Product Fields
Allocations
Working with the Allocation Homepage
Managing Allocations
Allocating Samples to End Users
Modifying the Sample in an Allocation
Allocation Fields
Sample Lots
Working with the Sample Lot Homepage
Managing Sample Lots
Sample Lot Fields
Sample Disclaimer
Working with the Sample Disclaimer Homepage
Managing Sample Disclaimers
Activating a Sample Disclaimer
Sample Disclaimer Fields
Personalized Content Delivery
Messaging Plans
Working with the Messaging Plan Homepage
Managing Messaging Plans
Adding Books to a Messaging Plan
Adding Messaging Plan Items
Reviewing Recommended Messaging Plans for Activities
Messaging Plan Fields
Messaging Plan Items
Working with the Messaging Plan Item Homepage
Managing Messaging Plan Items
Adding Messaging Plan Item Relations
Messaging Plan Item Fields
Messaging Plan Item Relations
Working with the Messaging Plan Item Relations Homepage
Managing Messaging Plan Item Relations
Messaging Plan Item Relations Fields
Orders
Working with the Order Homepage
Managing Orders
Creating an Order Item for Products
Submitting an Order for Products
Order Fields
Wealth Management
Households
Working with the Household Homepage
Managing Households
Profiling Households
Tracking Household Members
Household Fields
Portfolios
Working with the Portfolio Account Homepage
Managing Portfolio Accounts
Tracking Key Contacts for Portfolio Accounts
Specifying Portfolio Subaccounts
Portfolio Account Fields
Financial Accounts
Working with the Financial Account Homepage
Managing Financial Accounts
Tracking Parent Financial Accounts
Financial Account Fields
Financial Account Holders
Working with the Financial Account Holder Homepage
Managing Financial Account Holders
Financial Account Holder Fields
Financial Account Holdings
Working with the Financial Account Holding Homepage
Managing Financial Account Holdings
Financial Account Holding Fields
Financial Plans
Working with the Financial Plan Homepage
Managing Financial Plans
Financial Plan Fields
Financial Products
Working with the Financial Products Homepage
Managing Financial Products
Tracking Parent Financial Products
Financial Products Fields
Financial Transactions
Working with the Financial Transaction Homepage
Managing Financial Transactions
Financial Transaction Fields
Insurance
Managing Insurance
Process of Performing Channel Planning
Process of Producing Claims First Notice of Loss
Process of Recruiting and Establishing Agent-Broker Relationships
Process of Managing Agent-Broker Relationships
Process of Planning Sales and Budgeting
Process of Managing Service Requests
Process of Converting Insurance Leads to Clients with the Producer Success Model
Claims
Working with the Claim Homepage
Managing Claims
Tracking Parent Claims
Claim Fields
Coverages
Working with the Coverage Homepage
Managing Coverages
Coverage Fields
Damages
Working with the Damage Homepage
Managing Damages
Damage Fields
Insurance Properties
Working with the Insurance Property Homepage
Managing Insurance Properties
Insurance Properties Fields
Involved Parties
Working with the Involved Party Homepage
Managing Involved Parties
Involved Party Fields
Policies
Working with the Policy Homepage
Managing Policies
Tracking Parent Policies
Policy Fields
Policy Holders
Working with the Policy Holder Homepage
Managing Policy Holders
Policy Holder Fields
Broker Profile
Working with the Broker Profiles Homepage
Managing Broker Profiles
Broker Profile Fields
Automotive
Dealers
Working with the Dealer Homepage
Managing Dealers
Dealer Fields
Vehicles
Working with the Vehicle Homepage
Managing Vehicles
Enabling Vehicle Association on Service Requests
Enabling a Vehicle Product Type
Tracking Service Requests for Vehicles
Updating Vehicle Ownership
Tracking Sales Histories of Vehicles
Tracking Service Histories of Vehicles
Tracking Financial Information for Vehicles
Vehicle Fields
Personalizing Your Application
Updating Your Personal Details
About Profile Settings for Users
About the Role-Based Can Read All Records Setting
Setting Your Default Search Record Type
Setting Your Theme
Setting Your Record Preview Mode
Changing Your Language Setting
Viewing Audit Trail Fields
Managing Your Quota
Reviewing Your Sign In Activity
Changing Your Password
Setting Up Your Security Questions
Reviewing Your Delegate Information
Adding Delegated Users
Granting Sign In Access to Technical Support
Displaying Your Tabs
Changing Your Detail Page Layout
Changing Your Homepage Layouts
Changing Your Action Bar Layout
Setting Up Your Calendar
Accessing the Data and Integration Tools
Viewing Your Export Requests
About On Demand Widgets
Embedding a Favorite Lists Widget
Embedding a Message Center Widget
Embedding a Reports Widget
Embedding a Simple List Widget
Working with Other Applications
Using the Offline Client
What Records You Can Use Offline
Installing the Offline Client
Configuring the Offline Client
About Administering the Offline Client
Downloading Records to Your Offline Client
Adding and Updating Records in Your Offline Client
Uploading Records From Your Offline Client
About Conflict Resolution with the Offline Client
Adding Emails from Microsoft Outlook and Lotus Notes
Using Oracle CRM On Demand Integration for Office
Using Mail Merge for Word
About the On Demand Integration Toolbar in Mail Merge for Word
Downloading the Mail Merge for Word Template
Creating Mail Merge for Word Templates
Creating Direct Mailings or Mass Emails with Mail Merge for Word
Using Reports and Analysis for Excel
About the On Demand Integration Toolbar in Reports and Analysis for Excel
About Creating Reports with Reports and Analysis for Excel
Downloading the Reports and Analysis for Excel Template
Creating Reports Using Reports and Analysis for Excel
Using Segmentation Wizard
About the Target Builder Toolbar in Segmentation Wizard
About Segmentation Wizard
Downloading Segmentation Wizard
Creating Segments
Uploading Segments
Exporting Segments
Reports
About Visibility to Records in Analytics
About Prebuilt Reports
About Custom Fiscal Calendar in Oracle CRM On Demand Answers
Managing Reports
Setting Up Report Folders
Setting Up User Visibility to Shared Report Folders
Reviewing Report Data
Printing Reports
Running Reports
Downloading Reports
Deleting Reports
Renaming Reports
Copying and Moving Reports
Getting Started with Answers (Custom Reports)
About Limitations in Reports
About Subject Areas in Reports
Account Addresses Analytic Subject Area
Account and Competitor History Analytic Subject Area
Account and Partner History Analytic Subject Area
Account and Related Account History Analytic Subject Area
Account Contact History Analytic Subject Area
Account History Analytic Subject Area
Account Team History Analytic Subject Area
Activity History Analytic Subject Area
Asset History Analytic Subject Area
Call Activity History Analytic Subject Area
Campaign History Analytic Subject Area
Campaign Response History Analytic Subject Area
Contact Addresses Analytic Subject Area
Contact History Analytic Subject Area
Contact Interests History Analytics Subject Area
Contact Revenue History Analytic Subject Area
Contact Team History Analytic Subject Area
Deal Registration History Analytic Subject Area
Deal Registration Product Revenue History Analytic Subject Area
Dealer History Analytic Subject Area
Household History Analytic Subject Area
Lead History Analytic Subject Area
MDF Request History Analytic Subject Area
MedEd Event History Analytic Subject Area
Opportunity and Competitor History Analytic Subject Area
Opportunity and Partner History Analytic Subject Area
Opportunity History Analytic Subject Area
Opportunity Product Revenue History Analytic Subject Area
Partner History Analytic Subject Area
Pipeline History Analytic Subject Area
Portfolio History Analytic Subject Area
Product History Analytic Subject Area
Sales Stage History Analytic Subject Area
Service Request History Analytic Subject Area
Special Pricing Product History Analytic Subject Area
Usage Tracking Analysis Analytic Subject Area
Account Revenues Reporting Subject Area
Accounts Reporting Subject Area
Accounts and Competitors Reporting Subject Area
Accounts and Partners Reporting Subject Area
Accounts and Related Accounts Reporting Subject Area
Activities Reporting Subject Area
Advanced Custom Objects Reporting Subject Area
Assessments Reporting Subject Area
Assets Reporting Subject Area
Business Planning Reporting Subject Area
Campaigns Reporting Subject Area
Contact Relationships Reporting Subject Area
Contacts Reporting Subject Area
Custom Objects and Accounts Reporting Subject Area
Custom Objects and Contacts Reporting Subject Area
Custom Objects and Opportunities Reporting Subject Area
Custom Objects and Service Requests Reporting Subject Area
Custom Objects Reporting Subject Area
Forecasts Reporting Subject Area
Households Reporting Subject Area
Leads Reporting Subject Area
Opportunities Reporting Subject Area
Opportunities and Competitors Reporting Subject Area
Opportunities and Partners Reporting Subject Area
Opportunity Product Revenues Reporting Subject Area
Opportunity Team Reporting Subject Area
Partners Reporting Subject Area
Personalized Content Delivery Reporting Subject Area
Service Requests Reporting Subject Area
Shared Activities Reporting Subject Area
Vehicles Reporting Subject Area
Changing the Appearance of Reports
Using Optimized Filtering Fields
Step 1: Defining Criteria
Adding Columns to Reports
Adding Custom Fields to Reports
Adding Filters to Columns
Editing Column Properties
Setting Up Column Formulas
Adding Action Links to Results
Sorting and Reordering Columns
About Using Addresses in Reports
Combining Results from Multiple Reports Using Set Operations
Step 2: Creating Layouts
Adding Titles to Results
Adding Tables to Results
Showing Results in Charts
Showing Results in Pivot Tables
Showing Results as Gauges Using Gauge View
Showing Filters Applied to Results
Adding Markup Text to Results
Adding Legends to Reports Using Legend View
Allowing Users to Change Columns in Reports
Allowing Users to Select a Specific View Using View Selector View
Showing Results in Funnel Charts
Adding Narrative Text to Results
Showing Results in Scrolling Tickers
Alerting Users to No Data
Step 3: Defining Prompts (Optional)
Adding Column Filter Prompts
Adding Image Prompts
Step 4: Reviewing Reports
Making Custom Reports Public
Finishing Your Analysis
Using Functions in Analyses
Expressing Literals
Aggregate Functions
Running Aggregate Functions
String Functions
Math Functions
Calendar Date/Time Functions
Conversion Functions
System Functions
Operators
Case Statements
Session Variables
About Report Performance
Optimizing Performance
Dashboards
Managing Dashboards
Creating Interactive Dashboards
Navigating to the Dashboard Editor
Adding Pages to Interactive Dashboards
Adding and Displaying Content on Interactive Dashboard Pages
Controlling the Appearance of Interactive Dashboard Pages
Making Content Appear Conditionally on Interactive Dashboard Pages
Adding Guided Navigation Links to Interactive Dashboard Pages
Adding Text Links and Image Links to Interactive Dashboard Pages
Adding Views of Presentation Catalog Folders to Interactive Dashboard Pages
Adding Content Saved in the Presentation Catalog to Interactive Dashboard Pages
Controlling How Results Display When Users Drill Down in Interactive Dashboard Pages
Editing the Properties of Interactive Dashboard Prompts and Reports
Applying Formatting to Interactive Dashboards
Renaming Dashboard Objects
Deleting Dashboard Objects
Changing PDF and Printing Options on Interactive Dashboards
Changing the Properties of Interactive Dashboards
Creating Prompts for Interactive Dashboards
Changing the Name or Description of an Interactive Dashboard
Viewing Dashboards
About Guided Navigation in Interactive Dashboards
Usage Notes on Subject Areas
Administering Oracle CRM On Demand
Processes for Administering Oracle CRM On Demand
Using Administrator Templates During Setup
About Usage Tracking in Oracle CRM On Demand
Company Administration
Company Profile
Setting Up Your Company Profile and Global Defaults
Verifying License Statuses and Active Users
About Sign-In and Password Policies
Defining Your Company's Password Controls
About Cross-Site Request Forgery Protection
Resetting All Passwords
Activating Languages
Restricting Use to IP Addresses
Fiscal Calendar Administration
About Fiscal Calendars
Defining a Custom Fiscal Calendar
Currency Definition
Managing Currencies
Company Audit
Reviewing Sign-In Activity for All Users
Reviewing Your Company's Resource Usage
Reviewing Audit Trail Changes with the Master Audit Trail
Reviewing Audit Trail Configuration Changes
Alert Management
Publishing Company-Wide Alerts
Alert Fields
Service Allotment Administration
About Service Allotments
Viewing Service Allotment Usage for Your Company
Viewing Historical Service Allotment Usage
Setting Alerts for Service Allotments
Viewing File and Record Utilization Information
Address Administration
Converting Unshared Addresses to Shared Addresses
Considerations When Turning Off Shared Addresses
Updating User Access and the Manage Addresses Privilege Before Turning Off Shared Addresses
Setting the Address Type for Unshared Addresses Using Edit Rel
Access Profile and Role Settings for Addresses
Application Customization
Record Type Application Customization Page
About Field Management
About Field Setup and Page Layouts for Record Ownership Modes
About Custom Fields
Creating and Editing Fields
Administering the Copy Enabled Setting
Setting Up Custom Field Integration Tags
Setting Up Web Links
About Using Web Links to Create New Integration Scenarios
Renaming Fields
Using Indexed Custom Fields
Reverting Settings to Defaults
Changing Picklist Values
Customizing Related Item Layouts
Customizing Static Page Layouts
Renaming Field Section Titles
Creating Web Applets
Defining Cascading Picklists
Managing Search Layouts
Managing List Access and List Order
Creating Homepage Custom Reports
Creating Record Homepage Layouts
Customizing the Audit Trail
About the Information in Modified Fields on Records
Specifying Dynamic Page Layouts
Displaying External Web Pages in Tabs
About Custom Web Applets
Creating Custom Web Applets
Creating and Managing Action Bar Layouts
Creating Global Web Applets
Example of Setting Up an RSS Feed Web Applet
Uploading Client Side Extensions
Customizing My Homepage for Your Company
Creating New Themes
Enabling Custom Reports in My Homepage
Renaming Record Types
Changing the Icon for a Record Type
Adding Record Types
About Fields, Picklists, and Metrics
About Attachment Configurations
About Many-to-Many Relationships for Custom Objects
User Management and Access Controls
User Management
Setting Up Users
User Fields
About User Page Layouts
About the Reports To and Reports To (Alias) Fields on User Records
Setting Up Users' Sales Quotas
Setting Up Default Books by Record Type for a User
Changing a User's User ID
Resetting a User's Password
Reviewing Sign-In Activity for a User
Reviewing Security-Related Activities for Users
About User Delegation
Managing Delegated Users (Administrator)
Creating Inventory Periods for Users
Deactivating Users
Partner Self Administration
Process of Setting Up Partner Administrators (Administrator)
Managing Users in Your Partner Organization (Partners)
Setting Up Users (Partners)
Changing a User's User ID (Partners)
Resetting a User's Password (Partners)
Deactivating Users (Partners)
Access Profile Management
About Access Profiles in Roles
About Access Profiles in Teams, Groups, and Books
About Access Propagation Through Team Inheritance
How Access Rights for Displaying Primary Record-Type Records are Determined
How Access Rights for Working with Primary Record-Type Records are Determined
How Access Rights for Displaying Related Record-Type Records are Determined
How Access Rights for Working with Related Record-Type Records are Determined
Working with the Access Profile List Page
About Access Levels for Primary Record Types
About Access Levels for Related Record Types
Examples of Access Level Calculations
Example 1: Using the View Access Level
Example 2: Using the Inherit Primary Access Level
Example 3: Securing Data Through Books
Process of Setting Up Access Profiles
Adding Access Profiles
Specifying Access Levels for Primary Record Types
Specifying Access Levels for Related Record Types
Role Management
Guidelines for Setting Up Roles
Working with the Role List Page
About Record Type Access in Roles
About Privileges in Roles
Adding Roles
Book Management
About Designing Book Structures
About Web Services Support for Books
About Record Ownership Modes
Record Ownership Modes and Automatically Generated Tasks
About Importing Books and Book Assignments
About Time-Based Book Assignments
Scenario for Using Books to Manage Sales Territories
Example of Using Books to Manage Sales Territories
Process of Setting Up Books
Verifying Book Setup for the Administrator Role
Creating Book Types and Book User Roles
Configuring Record Ownership Modes
Creating Books and Book Hierarchies
Associating Users with Books
Creating Access Profiles for Books
Enabling Books for Your Company
Enabling Books for Users and User Roles
Adding Books to Record Detail Page Layouts
Assigning Records to Books
Book Hierarchy Page
Book Fields
Information about Troubleshooting Books
Group Management
Setting Up Groups
Territory Management
Setting Up Territories
Business Process Management
Process Administration
About Transition States and Transition Fields in Process Administration
About Primary Fields in Process Administration
Scenario for Locking Activity Records
Example of Using Processes to Lock Records
Process Administration Functionality
Process of Setting Up Processes in Oracle CRM On Demand
Creating Processes
Adding Transition States to Processes
Restricting Processes
Configuring the Field Setup for Transition States
Enabling Access Controls for Related Record Types
Workflow Configuration
About Workflow Rules
About Workflow Actions
About Time-Based Workflow Rules
Creating Workflow Rules
Canceling Workflow Save Operations
Restricting Workflow Rules to Specific Channels or Roles
Creating Workflow Actions: Assign a Book
Creating Workflow Actions: Create Integration Event
Creating Workflow Actions: Create Task
Example of Configuring Workflow Rules to Create Follow-Up Tasks for Activities
Creating Workflow Actions: Send Email
Creating Workflow Actions: Update Values
Creating Workflow Actions: Wait
Changing the Order of Workflow Rule Actions
Changing the Order of Workflow Rules
Deactivating Workflow Rules and Actions
Deleting Workflow Rules and Actions
Workflow Monitor
Viewing Workflow Instances
Deleting Instances from the Workflow Monitor
Workflow Instance Fields
Data Rules and Assignment
About Assignment Rules
Setting Up Assignment Rules
Lead Conversion Administration
Process of Setting Up Lead Conversion
Mapping Additional Fields During Lead Conversion
Creating Lead Conversion Layouts
Reject Code for Leads
Setting Up the Forecast Definition
Updating the Forecast Definition
Setting Up Sales Processes, Categories, and Coaches
Customizing Your Company's Industry List
Data Management Tools
Import and Export Tools
About Countries and Address Mapping
About Record Duplicates and External IDs
Linking Records During Import
Data Checking Guidelines
Field Type Guidelines for Importing Data
Preparing for Data Importing
Account Book Fields: Import Preparation
Account Fields: Import Preparation
Account Team Fields: Import Preparation
Accreditation Fields: Import Preparation
Accreditation Request Fields: Import Preparation
Address Fields: Import Preparation
Allocation Fields: Import Preparation
Application Fields: Import Preparation
Appointment Contact Fields: Import Preparation
Appointment User Fields: Import Preparation
Appointment, Task, and Call Fields: Import Preparation
Asset Fields: Import Preparation
Book User Fields: Import Preparation
Book Fields: Import Preparation
Broker Profile Fields: Import Preparation
Business Plan Fields: Import Preparation
Campaign Fields: Import Preparation
Campaign Recipient Fields: Import Preparation
Certification Fields: Import Preparation
Certification Request Fields: Import Preparation
Claim Fields: Import Preparation
Contact Book Fields: Import Preparation
Contact Fields: Import Preparation
Contact State License Fields: Import Preparation
Contact Team Fields: Import Preparation
Course Enrollment Fields: Import Preparation
Course Fields: Import Preparation
Coverage Fields: Import Preparation
Custom Object Field: Import Preparation
Damage Fields: Import Preparation
Deal Registration Fields: Import Preparation
Dealer Fields: Import Preparation
Exam Fields: Import Preparation
Exam Registration Fields: Import Preparation
Financial Account Fields: Import Preparation
Financial Account Holders Fields: Import Preparation
Financial Account Holdings Fields: Import Preparation
Financial Plan Fields: Import Preparation
Financial Product Fields: Import Preparation
Financial Transactions Fields: Import Preparation
Insurance Property Fields: Import Preparation
Inventory Audit Report Fields: Import Preparation
Inventory Period Fields: Import Preparation
Involved Party Fields: Import Preparation
Lead Fields: Import Preparation
MDF Request Fields: Import Preparation
MedEd Invitee Fields: Import Preparation
Message Response Fields: Import Preparation
Messaging Plan Fields: Import Preparation
Messaging Plan Item Fields: Import Preparation
Messaging Plan Item Relation Fields: Import Preparation
Note Fields: Import Preparation
Objective Fields: Import Preparation
Opportunity Contact Role Fields: Import Preparation
Opportunity Fields: Import Preparation
Opportunity Product Revenue Fields: Import Preparation
Order Fields: Import Preparation
Order Item Fields: Import Preparation
Partner Fields: Import Preparation
Plan Account Fields: Import Preparation
Plan Contact Fields: Import Preparation
Plan Opportunity Fields: Import Preparation
Policy Fields: Import Preparation
Policy Holder Fields: Import Preparation
Portfolio Fields: Import Preparation
Price List Fields: Import Preparation
Price List Line Item Fields: Import Preparation
Product Category Fields: Import Preparation
Product Fields: Import Preparation
Sample Disclaimer Fields: Import Preparation
Sample Inventory Fields: Import Preparation
Sample Lot Fields: Import Preparation
Sample Transaction Fields: Import Preparation
Service Request Fields: Import Preparation
Signature Fields: Import Preparation
Solution Fields: Import Preparation
Special Pricing Product Fields: Import Preparation
Special Pricing Request Fields: Import Preparation
Task Contact Fields: Import Preparation
Task User Fields: Import Preparation
Transaction Item Fields: Import Preparation
User Fields: Import Preparation
Vehicle Contact Fields: Import Preparation
Vehicle Fields: Import Preparation
Import Assistant
Importing Your Data
Reviewing Import Results
Example of Import Results Email and Log File
Export Assistant
Exporting Your Data
Reviewing Export Results
Oracle Data Loader On Demand Client Utility
About the Oracle Data Loader On Demand Client Utility
Downloading the Oracle Data Loader On Demand Client Utility
Web Services Integration
Downloading WSDL and Schema Files
Reviewing Web Services Utilization
Oracle Migration Tool On Demand Client Utility
About the Oracle Migration Tool On Demand Client Utility
Downloading the Oracle Migration Tool On Demand Client Utility
Administering Personal Extract Definitions
About Personal Extract Definitions
Examples of Personal Extract Definition XML Files
Specifying Record Types in Personal Extract Definitions
Managing Personal Extract Definitions
Creating Personal Extract Requests
Viewing Personal Extract Requests
Batch Delete Queue Page
Batch Assign Book Queue Page
About Integration Events
Creating Integration Event Queues
Managing Integration Event Settings
Content Management
Setting Up Product Categories
Setting Up Company Products
Setting Up Price Lists for PRM
Managing Your Company's Attachments
Setting Up Assessment Scripts
About Assessment Scripts
Creating Assessment Scripts
Life Sciences Management
Managing Smart Calls
Setting the Maximum Number of Times Contacts Can be Sampled Without a Valid State License
Authorizing Contacts to Receive Samples
Expression Builder
About Expression Builder
Using Expression Builder
About Expressions
Data Types in Expression Builder
Expression Builder Operators
Expression Builder Functions
Duration
ExcludeChannel
FieldValue
FindNoneOf
FindOneOf
GetGroupId
GetParentId
IfNull
IIf
InStr
JoinFieldValue
JulianDay
JulianMonth
JulianQtr
JulianWeek
JulianYear
Left
Len
LN
Locale
LocaleListSeparator
LookupName
LookupValue
Mid
OrganizationName
PRE
Right
RowIdToRowNum
RowNum
Timestamp
ToChar
Today
UserValue
UtcConvert
Expression Builder Examples
Index