Oracle CRM On Demand for Partner Relationship Management Configuration Guide


What's New in This Release


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Overview of Oracle CRM On Demand for Partner Relationship Management

About This Guide

About Partner Relationship Management


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Getting Started

Provisioning Oracle CRM On Demand for Partner Relationship Management

Record Types for Oracle CRM On Demand for Partner Relationship Management


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Configuring Oracle CRM On Demand for Partner Relationship Management

About Configuring Oracle CRM On Demand for Partner Relationship Management

Migrating Fund Requests from Previous Releases

About the Shared Address Functionality

Roadmap for Configuring Oracle CRM On Demand for Partner Relationship Management

Setting Up Page Layouts

Page Layout Configurations for the Channel Manager Role

Page Layouts for the Channel Manager Role

Page Sections for the Channel Manager Role Page Layouts

Page Section Layouts for the Channel Manager Role Page Layouts

Related Information Sections for the Channel Manager Role Page Layouts

Page Layout Modifications for the Partner Sales Representative Role

Page Layouts for the Partner Sales Representative Role

Page Sections for the Partner Sales Representative Role Page Layouts

Page Section Layouts for the Partner Sales Representative Role Page Layouts

Related Information Sections for the Partner Sales Representative Role Page Layouts

Setting Up Access Profiles for Partner Roles

Access Profile Settings for the Channel Manager Role

Access Profiles for the Channel Manager Role

Access Levels for the Channel Manager Role

Access Profile Settings for the Partner Sales Representative Role

Access Profiles for the Partner Sales Representative Role

Access Levels for the Partner Sales Representative Role

Access Profile Settings for the Partner Administrator Role

Creating Partner Roles

Role Settings for the Channel Manager Role

Record Type Access for the Channel Manager Role

Privileges for the Channel Manager Role

Tab Access and Order for the Channel Manager Role

Page Layouts Assigned to the Channel Manager Role

Role Settings for the Partner Sales Representative Role

Record Type Access for the Partner Sales Representative Role

Privileges for the Partner Sales Representative Role

Tab Access and Order for the Partner Sales Representative Role

Page Layouts Assigned to the Partner Sales Representative Role

Role Settings for the Partner Administrator Role

Adding Partner Users

Process of Configuring Books and Workflow Rules for Oracle CRM On Demand for Partner Relationship Management

Creating the Partner Organization Book Type

Creating Books for Partner Accounts

Configuring Workflow Rule Actions to Synchronize Partner Accounts

Example of Using a Workflow to Automatically Add a Partner Book to an Opportunity

Viewing Workflow Results


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Managing Partner Relationships

About Partner Account and Profiling Management

Guidelines for Working with Partner Accounts

About Book Management

Example Process of Creating Partner Accounts

About Managing Partner Programs

Defining a Partner Program (Channel Manager)

About Lead Management

Example Process of Managing Leads

About Managing Deal Registration

Example Process of Managing Deal Registration

About Fund Management

Managing Funds (Channel Managers)

About Fund Request Management

Managing Fund Requests (Partner Users)

About Fund Request Claims Management

Example Process of Managing Fund Request Claims

About MDF Request Management

Managing MDF Requests (Partner Users)

About MDF Claims Management

Example Process of Managing MDF Claims

About Special Pricing Request Management

Managing Special Pricing Requests (Partner Users)

About Special Pricing Claims Management

Example Process of Managing Special Pricing Claims

About Applications

Managing Applications (Channel Manager)

About Partner Content Management

Example Process of Managing Partner Content

About Training and Certification Management

About Courses

About Exams

About Certifications

About Accreditations

Example Process of Managing a Course

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Oracle CRM On Demand for Partner Relationship Management Configuration Guide Copyright © 2014, Oracle and/or its affiliates. All rights reserved. Legal Notices.