Oracle Sales for Handhelds Implementation Guide

Contents

Title and Copyright Information

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Preface

Introduction to Oracle Sales for Handhelds

Overview of Oracle Sales for Handhelds

      Connected Handheld Browser

      Oracle Sales Synchronization

      Devices and Supported Functionality

Alerts

Dependencies and Integration Points

Mandatory Dependencies

Optional Integrations

Common Implementation Steps

Set Up and Synchronize Employees

Data Quality Management Setup

Appointment Preferences

Seeded Roles and Responsibilities

Implementation Steps for the Connected Browser Functionality

Setting Up Sales for Handhelds Profile Options

Customizing Action Lists

Personalizing the User Interface

Implementation Steps for Outlook Synchronization Functionality

Setting Mandatory Profile Options

Setting Optional Profile Options

Concurrent Programs

      Purge Synchronization Data Concurrent Program

      Deleting Invalid Contacts Concurrent Program

Enabling Outlook Preferences Menu

Attributes Mapping for Outlook Synchronization

      Appointment Attribute Mapping

      Task Attribute Mapping

      Contact Attribute Mapping

Implementing the Clients

Downloading and Installing the Pocket PC Synchronization Client

Downloading and Installing the Desktop Outlook Synchronization Client

Implementing Alerts

Implementing Alerts Overview

Lookup Types for Alerts

Concurrent Programs for Alerts

Extensibility for Alerts Using Oracle Workflow

Troubleshooting

Checking Synchronization Server Status

Diagnostic Logs

Index