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Oracle Sales for Handhelds Implementation Guide
Contents
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Preface
Introduction to Oracle Sales for Handhelds
- Overview of Oracle Sales for Handhelds
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- Connected Handheld Browser
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- Oracle Sales Synchronization
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- Devices and Supported Functionality
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- Alerts
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Dependencies and Integration Points
- Mandatory Dependencies
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- Optional Integrations
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Common Implementation Steps
- Set Up and Synchronize Employees
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- Data Quality Management Setup
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- Appointment Preferences
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- Seeded Roles and Responsibilities
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Implementation Steps for the Connected Browser Functionality
- Setting Up Sales for Handhelds Profile Options
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- Customizing Action Lists
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- Personalizing the User Interface
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Implementation Steps for Outlook Synchronization Functionality
- Setting Mandatory Profile Options
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- Setting Optional Profile Options
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- Concurrent Programs
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- Purge Synchronization Data Concurrent Program
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- Deleting Invalid Contacts Concurrent Program
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- Enabling Outlook Preferences Menu
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- Attributes Mapping for Outlook Synchronization
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- Appointment Attribute Mapping
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- Task Attribute Mapping
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- Contact Attribute Mapping
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Implementing the Clients
- Downloading and Installing the Pocket PC Synchronization Client
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- Downloading and Installing the Desktop Outlook Synchronization Client
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Implementing Alerts
- Implementing Alerts Overview
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- Lookup Types for Alerts
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- Concurrent Programs for Alerts
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- Extensibility for Alerts Using Oracle Workflow
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Troubleshooting
- Checking Synchronization Server Status
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- Diagnostic Logs
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Index
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