10 Oracle Fusion Common CRM Extensibility

Oracle Fusion Common CRM Extensibility : Overview

• Each Common CRM object that is part of the Trading Community Foundation, and how to extend those objects using Oracle Fusion CRM Application Composer.

Oracle Fusion Common CRM Objects : Explained

The Trading Community Foundation Common CRM standard objects that you can extend are:

• Trading Community Address

• Trading Community Customer Contact Profile

• Trading Community Group Profile

• Trading Community Organization Profile

• Trading Community Person Profile

• Trading Community Relationship

• Trading Community Resource Profile

Trading Community Address

The Trading Community Address object is an intersection object that stores a reference to a physical location/address, as well as a reference to a trading community organization, person, or group. Any extensions to this object are available for display in customer, contact, partner, and resource address user interfaces within Oracle Fusion CRM applications.

To display your extensions, such as custom fields, first create your custom fields using the Application Composer. Next, use the Application Composer's configuration pages to add those custom fields to the pages and regions listed below. You access the configuration pages in the Application Composer from the Pages node under the Trading Community Address object.

This table indicates, for the Trading Community Address object, which Application Composer configuration page lets you populate which page or region with your application customizations.

Trading Community Customer Contact Profile

The Trading Community Customer Contact Profile object stores all intrinsic information for all customer contact persons, in the context of the contact's relationship with a customer. For extensions specific to a customer contact relationship, use this object. By contrast, a standalone contact in Oracle Fusion CRM is a contact not tied to any customer and cannot be extended using this object. Instead, for extensions that apply to all person parties, use the Trading Community Person Profile object.

Any extensions to this object are available for display in various pages within Oracle Fusion CRM applications. Generic person extensions are also visible from the Oracle Fusion Customer Hub application in the Person work area.

To display your extensions, such as custom fields, first create your custom fields using the Application Composer. Next, use the Application Composer's configuration pages to add those custom fields to the pages and regions listed below. You access the configuration pages in the Application Composer from the Pages node under the Trading Community Customer Contact Profile object.

This table indicates, for the Trading Community Customer Contact Profile object, which Application Composer configuration page lets you populate which page or region with your application customizations.

Trading Community Group Profile

The Trading Community Group Profile object stores all intrinsic information for all groups within the trading community of the deploying company. In Oracle Fusion CRM, groups could be customers of the deploying company. The Trading Community Group Profile object is a generic profile that is applicable to all types of groups in the system. The Sales Account object is applicable only to those groups that are sales accounts. The Group Profile object is a date effective entity, which means that every change or update that happens to any attribute of the object causes a new record to be created in the object with effective start and end dates. This maintains the profile history information for the object.

In Oracle Fusion CRM, groups are available as customers, so any extensions to this object are available for display in the Customer pages. Generic group extensions are also visible from the Oracle Fusion Customer Hub application in the Groups work area. Extensions are not available for display in Customer Center.

To display your extensions, such as custom fields, first create your custom fields using the Application Composer. Next, use the Application Composer's configuration pages to add those custom fields to the pages and regions listed below. You access the configuration pages in the Application Composer from the Pages node under the Trading Community Group Profile object.

This table indicates, for the Trading Community Group Profile object, which Application Composer configuration page lets you populate which page or region with your application customizations.

Trading Community Organization Profile

The Trading Community Organization Profile object stores all intrinsic information for all organizations within the trading community of the deploying company. Examples of organizations from a CRM perspective are customers (including sales prospects and external legal entities), competitors, and partners. To specifically extend customer or partner objects, use the Sales Account object (under the Customer Center application container) or the Partner object (under the Sales application container). (The Trading Community Organization Profile object is a generic profile that is applicable to all types of organizations in the system. The Sales Account object is applicable only to those organizations that are sales accounts.) Since Prospect and Legal Entity customers don't have separate profiles, you can extend these customers only by using the Trading Community Organization Profile object. The Organization Profile object is a date effective entity, which means that every change or update that happens to any attribute of the object causes a new record to be created in the object with effective start and end dates. This maintains the profile history information for the object.

Any extensions to this object are available for display in various pages within Oracle Fusion CRM applications. Generic organization extensions are also visible from the Oracle Fusion Customer Hub application in the Organization work area.

To display your extensions, such as custom fields, first create your custom fields using the Application Composer. Next, use the Application Composer's configuration pages to add those custom fields to the pages and regions listed below. You access the configuration pages in the Application Composer from the Pages node under the Trading Community Organization Profile object.

This table indicates, for the Trading Community Organization Profile object, which Application Composer configuration page lets you populate which page or region with your application customizations.

Trading Community Person Profile

The Trading Community Person Profile object stores all intrinsic information for all persons within the trading community of the deploying company. Examples of persons from a CRM perspective are customers (also called consumers), contacts, internal employee resources, and partner members. To extend the customer contact relationship, use the Trading Community Customer Contact Profile object. To extend internal resources, use the Trading Community Resource Profile object. To extend person customers (also called consumers), use the Sales Account object (under the Customer Center application container). (The Trading Community Person Profile object is a generic profile that is applicable to all types of persons in the system. The Sales Account object is applicable only to those persons who are sales accounts.) The Person Profile object is a date effective entity, which means that every change or update that happens to any attribute of the object causes a new record to be created in the object with effective start and end dates. This maintains the profile history information for the object.

Any extensions to this object are available for display in various pages within Oracle Fusion CRM applications. Generic person extensions are also visible from the Oracle Fusion Customer Hub application in the Person work area.

To display your extensions, such as custom fields, first create your custom fields using the Application Composer. Next, use the Application Composer's configuration pages to add those custom fields to the pages and regions listed below. You access the configuration pages in the Application Composer from the Pages node under the Trading Community Person Profile object.

This table indicates, for the Trading Community Person Profile object, which Application Composer configuration page lets you populate which page or region with your application customizations.

Trading Community Relationship

The Trading Community Relationship object stores all intrinsic relationship information for all kinds of relationships between parties. Use this object to add attributes specific to a relationship between any two parties.

Relationship Profile pages are regions that are visible in the Customer Hub. Accordingly, any extensions to this object are available for display in various pages within Oracle Fusion CRM applications. Generic person extensions are also visible from the Oracle Fusion Customer Hub application in the Person work area.

To display your extensions, such as custom fields, first create your custom fields using the Application Composer. Next, use the Application Composer's configuration pages to add those custom fields to the pages and regions listed below. You access the configuration pages in the Application Composer from the Pages node under the Trading Community Relationship object.

This table indicates, for the Trading Community Relationship object, which Application Composer configuration page lets you populate which page or region with your application customizations.

Trading Community Resource Profile

The Trading Community Resource Profile object defines users of the Oracle Fusion CRM application. They are either internal employee and contractor resources, or partner member resources. Use this object when specific extensions are required for persons in the system that are resources.

To display your extensions, such as custom fields, first create your custom fields using the Application Composer. Next, use the Application Composer's configuration pages to add those custom fields to the pages and regions listed below. You access the configuration pages in the Application Composer from the Pages node under the Trading Community Resource object.

This table indicates, for the Trading Community Resource object, which Application Composer configuration page lets you populate which page or region with your application customizations.

The pages that are available for extensibility using Application Composer are listed below, and are described in this topic.

• Create Contact page

• Contact detail page (Profile page)

Note that these pages are not extensible:

• Customer Contacts overview table

• Contact Overview page

Create Contact Page

You can extend the following items on the Create Contact page:

• Hide or show existing fields that belong to the Trading Community Person Profile object.

• Reorder fields.

• Change field labels.

• Add custom fields (all types).

  Custom fields that you add to the Trading Community Person Profile object appear on the Create Contact page, before the addresses set of fields.