Common Implementation Steps

Set Up and Synchronize Employees

Set up users in Oracle Human Resources. If an employee requires the ability to track e-mail interactions through synchronizing with Outlook, be sure to enter the employee's e-mail address under Office Details in Oracle HR before running the Synchronize Employees concurrent program.

The Oracle Common Application Calendar concurrent program Synchronize Employees synchronizes HR employee information with Resource information. It must be run whenever new users are added. Use the CRM Administrator responsibility to run this concurrent program.

Data Quality Management Setup

Oracle Sales for Handhelds utilizes Data Quality Management for customer and contact searches.

Steps:

  1. Set the profile option HZ: Enable DQM Party Search to Yes.

  2. Use the Trading Community Manager responsibility to run the concurrent program DQM Staging Program to create the staged schema and intermedia index.

  3. Use the Trading Community Manager responsibility to schedule the concurrent program DQM Synchronization Programon a short interval. This program synchronizes the new data coming into the system.

  4. Use the Trading Community Manager responsibility to schedule the concurrent program DQM Index Optimization Program on a regular interval, such as daily.

  5. Use the Trading Community Manager responsibility to run the concurrent program DQM Compile All Rules to compile all the defined match rules.

  6. Set the following profile options with appropriate matching rules for customer and contact search:

    Function Profile Option Default Value (Matching Rule)
    Customer Search HZ: Match Rule for Organization Simple Search HZ_ORG_SIMPLE_SEARCH_RULE
    Contact Search HZ: Match Rule for Contact Simple Search HZ_CONTACT_SIMPLE_SEARCH_RULE
    Contact Create HZ: Match Rule for Organization Duplicate Prevention
    HZ: Match Rule for Contact Duplicate Prevention    		 SAMPLE: SEARCH
    SAMPLE: SEARCH

Appointment Preferences

Responsibility: Sales User

Preferences > General > Regional > Timezone. Set Timezone to the time zone to be displayed in the appointment pages.

Preferences > Calendar Preferences > Default Settings > Categories. Set Categories to the category you want to be the default for appointments.

Seeded Roles and Responsibilities

The following responsibilities are shipped with Oracle Sales for Handhelds:

Custom responsibilities can be setup using standard eBusiness suite functionality.