Configuration Guide for Oracle CRM On Demand Life Sciences Edition


What's New in This Release


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Getting Started

About This Guide

About Oracle CRM On Demand Industry Editions

About Oracle CRM On Demand Life Sciences Edition

About Provisioning Oracle CRM On Demand Life Sciences Edition

Record Types for Oracle CRM On Demand Life Sciences Edition

Roadmap for Configuring Oracle CRM On Demand Life Sciences Edition


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Configuring Required Fields

Configuring the Fields for Oracle CRM On Demand Life Sciences Edition

About Field Setup

About Sample Transaction Field Setup

About Account Contact Field Setup

About Call Type Picklist Setup for Account and Contact

About Type Picklist Setup for Order and Sample Requests

About Required Fields for Account Call and Contact Call


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Setting Up Page Layouts

Page Layouts in Oracle CRM On Demand Life Sciences Edition

Setting Up Page Layouts for Oracle CRM On Demand Life Sciences Edition

Page Layout Configurations for the LS Field Sales Rep Role

Page Layouts for the LS Field Sales Rep Role

Page Sections for the LS Field Sales Rep Role Page Layouts

Field Setup and Layout for the LS Field Sales Rep Role Page Layouts

Related Information Sections for the LS Field Sales Rep Role Page Layouts

Call Product Detail Page Layout

Setting Up Structured Product Messaging Dynamic Page Layouts


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Setting Up Access Profiles

Setting Up Access Profiles for Life Sciences Roles

Access Profile Settings for the LS Field Sales Rep Role

Access Profiles for the LS Field Sales Rep Role

Access Levels for the LS Field Sales Rep Role

Selecting the Order Usage Option


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Setting Up Roles

Creating Life Sciences Roles

Role Settings for the LS Field Sales Rep Role

Record Type Access for the LS Field Sales Rep Role

Privileges for the LS Field Sales Rep Role

Tab Access and Order for the LS Field Sales Rep Role

Page Layout Assignment for the LS Field Sales Rep Role


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Setting Up a Business Process to Lock Records

Setting Up Business Processes to Lock Records in Oracle CRM On Demand Life Sciences Edition

Creating a Business Process to Lock Call Activity Records

Creating a Business Process to Lock Sample Transaction Records

Creating a Business Process to Lock Messaging Plan Records

Creating a Business Process to Lock Solution Records

Creating a Business Process to Lock Validated Address Records

Creating a Business Process to Lock Sample Request Records

Creating a Business Process to Lock Call Product Detail Records

Creating a Business Process to Lock Sample Disclaimer Records

Creating a Business Process to Lock Records in General


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Data Loading

About Importing Data into Oracle CRM On Demand

Process of Loading the Seed Data


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Setting Up Custom Objects and the Order Usage Option

About Custom Objects

Configuring Custom Objects for Oracle CRM On Demand Life Sciences Edition

Selecting the Order Usage Option


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Configuring Key Accounts

About Key Account Management

Restrictions on Configuring Key Account Management Record Types

Process of Configuring Key Account Management Record Types

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Configuration Guide for Oracle CRM On Demand Life Sciences Edition Copyright © 2014, Oracle and/or its affiliates. All rights reserved. Legal Notices.