11g Release 5 (11.1.5)
Part Number E20388-04
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Oracle® Fusion
Applications CRM Extensibility Guide 11g Release 5 (11.1.5) Part Number E20388-04 |
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This chapter contains the following:
Customizing Oracle Fusion CRM Applications Using Oracle Fusion CRM Application Composer: Explained
Customizing Oracle Fusion Customer Center Pages: Explained
The Oracle Fusion CRM Application Composer provides a series of task flows which let you customize and extend an Oracle Fusion CRM application according to the needs of your users. For example, you can create new fields for an existing standard object, and expose those new fields on the object's work area. Or, create a brand new custom object and related fields, then create a work area where that object and its fields are exposed to users. The task flows available to you are dependent upon the CRM application that you are customizing. This topic provides an overview of which CRM Application Composer task flows are available for use in each CRM application.
This topic addresses extensibility for these CRM applications:
Oracle Fusion Common CRM
Oracle Fusion Customer Center
Oracle Fusion Marketing
Oracle Fusion Sales
Oracle Fusion Sales Catalog
You can also refer to the product-specific implementation guides to learn more about how a particular application works with the Application Composer.
The creation of custom objects is not supported for the Oracle Fusion Common CRM application.
For Oracle Fusion Common CRM standard objects, you can do the following in the Application Composer:
|
Customization Task Flow |
Trading Community Org Contact |
Trading Community Resource Profile |
Trading Community Organization Profile |
Trading Community Address |
Activity Task |
Interaction |
Note |
|---|---|---|---|---|---|---|---|
|
Create and expose custom fields on existing pages that are available for extensibility |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Edit display label and help text of standard fields |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Create custom currency fields |
No |
No |
No |
No |
No |
No |
No |
|
Index custom fields |
Yes |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
|
Add custom buttons (Groovy script or URL) to selected pages |
No |
Yes |
No |
No |
No |
Yes |
Yes |
|
Add links (URL) to selected pages |
No |
Yes |
No |
No |
No |
Yes |
Yes |
|
Create and expose custom child objects on an object's details page |
No |
No |
No |
No |
Not applicable |
Not applicable |
Not applicable |
|
Create custom field-level and object-level validation logic (Groovy scripts) |
Yes |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
|
Create custom logic at various object trigger points (Groovy scripts) |
Yes |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
|
Create custom saved searches at the site level |
Yes |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
|
Provide Mobile page support |
Yes |
No |
No |
No |
No |
No |
No |
|
Create custom relationships |
Yes |
Yes |
Yes |
Yes |
No |
No |
No |
|
Manage object workflows |
No |
Yes |
No |
No |
No |
No |
No |
|
Web services |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Not applicable |
|
Import data using file-based import |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Export data using bulk export |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Create custom subject areas |
No |
Yes |
No |
No |
No |
No |
No |
You can create custom objects for the Oracle Fusion Customer Center application.
For Oracle Fusion Customer Center's standard object, you can do the following in the Application Composer:
|
Customization Task Flow |
Sales Account Profile |
|---|---|
|
Create and expose custom fields on existing pages that are available for extensibility |
Yes |
|
Edit display label and help text of standard fields |
Yes |
|
Create custom currency fields |
No |
|
Index custom fields |
Yes |
|
Add custom buttons (Groovy script or URL) to selected pages |
No |
|
Add links (URL) to selected pages |
No |
|
Create and expose custom child objects on an object's details page |
Yes |
|
Create custom field-level and object-level validation logic (Groovy scripts) |
Yes |
|
Create custom logic at various object trigger points (Groovy scripts) |
Yes |
|
Create custom saved searches at the site level |
No |
|
Provide Mobile page support |
No |
|
Create custom relationships |
Yes |
|
Manage object workflows |
Yes |
|
Web services |
Yes |
|
Import data using file-based import |
Yes |
|
Export data using bulk export |
Yes |
|
Create custom subject areas |
Yes |
You can create custom objects for the Oracle Fusion Marketing application.
For Oracle Fusion Marketing standard objects, you can do the following in the Application Composer:
|
Customization Task Flow |
Sales Lead |
Marketing Campaign |
Marketing Budget |
Marketing Response |
Marketing List |
Marketing Treatment |
Marketing Event Activity |
MarketingAdvertising Activity |
Marketing Claim |
Marketing Claim Settlement (child) |
Marketing Budget Entry |
Marketing Budget Fund Request |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Create and expose custom fields on existing pages that are available for extensibility |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Edit display label and help text of standard fields |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Create custom currency fields |
No |
No |
No |
No |
No |
No |
No |
No |
No |
No |
No |
No |
|
Index custom fields |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Add custom buttons (Groovy script or URL) to selected pages |
Yes |
No |
Yes |
No |
No |
No |
No |
No |
Yes |
Yes |
Yes |
Yes |
|
Add links (URL) to selected pages |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Create and expose custom child objects on an object's details page |
Yes |
No |
Yes |
Yes |
No |
No |
No |
No |
Yes |
Not applicable |
No |
Yes |
|
Create custom field-level and object-level validation logic (Groovy scripts) |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Create custom logic at various object trigger points (Groovy scripts) |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Create custom saved searches at the site level |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
No |
No |
Yes |
No |
Yes |
Yes |
|
Provide Mobile page support |
No |
No |
No |
No |
No |
No |
No |
No |
No |
No |
No |
No |
|
Create custom relationships |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
|
Manage object workflows |
Yes |
No |
Yes |
No |
No |
No |
No |
No |
Yes |
Yes |
Yes |
Yes |
|
Web services |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Import data using file-based import |
Yes |
Yes |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
No |
No |
No |
No |
|
Export data using bulk export |
Yes |
No |
Yes |
No |
No |
No |
No |
No |
No |
No |
No |
No |
|
Create custom subject areas |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
You can create custom objects for the Oracle Fusion Sales application.
For Oracle Fusion Sales standard objects, you can do the following in the Application Composer:
|
Customization Task Flow |
Opportunity |
Sales Competitor |
Partner |
Opportunity Resource (child) |
Opportunity Revenue (child) |
|---|---|---|---|---|---|
|
Create and expose custom fields on existing pages that are available for extensibility |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Edit display label and help text of standard fields |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Create custom currency fields |
Yes |
No |
No |
No |
Yes |
|
Index custom fields |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Add custom buttons (Groovy script or URL) to selected pages |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Add links (URL) to selected pages |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Create and expose custom child objects on an object's details page |
Yes |
Yes |
Yes |
Not applicable |
Not applicable |
|
Create custom field-level and object-level validation logic (Groovy scripts) |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Create custom logic at various object trigger points (Groovy scripts) |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Create custom saved searches at the site level |
Yes |
Yes |
Yes |
No |
No |
|
Provide Mobile page support |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Create custom relationships |
Yes |
Yes |
Yes |
No |
No |
|
Manage object workflows |
Yes |
Yes |
Yes |
No |
No |
|
Web services |
Yes |
Yes |
Yes |
Not applicable |
Not applicable |
|
Import data using file-based import |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Export data using bulk export |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Create custom subject areas |
Yes |
Yes |
Yes |
Yes |
Yes |
The creation of custom objects is not supported for the Oracle Fusion Sales Catalog application.
For Oracle Fusion Sales Catalog's standard object, you can do the following in the Application Composer:
|
Customization Task Flow |
Product Group |
|---|---|
|
Create and expose custom fields on existing pages that are available for extensibility |
Yes |
|
Edit display label and help text of standard fields |
Yes |
|
Create custom currency fields |
No |
|
Index custom fields |
Yes |
|
Add custom buttons (Groovy script or URL) to selected pages |
No |
|
Add links (URL) to selected pages |
No |
|
Create and expose custom child objects on an object's details page |
No |
|
Create custom field-level and object-level validation logic (Groovy scripts) |
No |
|
Create custom logic at various object trigger points (Groovy scripts) |
No |
|
Create custom saved searches at the site level |
No |
|
Provide Mobile page support |
No |
|
Create custom relationships |
No |
|
Manage object workflows |
No |
|
Web services |
No |
|
Import data using file-based import |
Yes |
|
Export data using bulk export |
Yes |
|
Create custom subject areas |
No |
You can customize a variety of pages and regions in Oracle Fusion Customer Center using the Oracle Fusion CRM Application Composer. The Application Composer lets you create custom fields and objects, which you then add for display in the runtime Customer Center application. To access the CRM Application Composer, select Application Composer from the Navigator menu, under the Tools category.
In general, every top-level CRM object has a work area, which includes an overview page, a creation page, and a details page. When you make changes to the object, those changes can be reflected in the object's associated work area. Customer Center, however, is unique in that its user interface pages do not include the traditional work area combination of overview page, creation page, and details page. Instead, Customer Center has a series of tree nodes that, when selected, display user interface pages, and even a single page can be associated with multiple business objects.
This table lists Customer Center pages, and the related objects that you can access in the Application Composer to customize those pages.
|
Customer Center Page |
Customer Center Region |
Application |
Underlying Business Object |
|---|---|---|---|
|
Consumer Profile |
Addresses region |
Common |
Trading Community Address |
|
Consumer Profile |
Consumer Basic Information region |
Common |
Trading Community Person Profile |
|
Consumer Profile |
Consumer Details region |
Common |
Trading Community Person Profile |
|
Consumer Profile |
Sales Account region |
Customer Center |
Sales Account |
|
Contact Profile |
Address region |
Common |
Trading Community Address |
|
Contact Profile |
Basic Information region |
Common |
Trading Community Org Contact |
|
Contact Profile |
Contact Details region |
Common |
Trading Community Org Contact |
|
Contact Profile |
Contacts region (also known as the Contacts List) |
Common |
Trading Community Org Contact |
|
Create Consumer page and also the Quick Create Consumer page |
New fields are added at the bottom of the page |
Customer Center |
Sales Account |
|
Create Consumer page and also the Quick Create Consumer page |
No specific region |
Common |
Trading Community Person Profile |
|
Create Contact page and also the Quick Create Contact page |
No specific region |
Common |
Trading Community Org Contact |
|
Create Customer page and also the Quick Create Customer page |
Contact Information region |
Common |
Trading Community Org Contact |
|
Create Customer page and also the Quick Create Customer page |
Customer Information region |
Common |
Trading Community Org Profile |
|
Create Customer page and also the Quick Create Customer page |
New fields are added at the bottom of the page. |
Customer Center |
Sales Account |
|
Customer Profile |
Addresses region |
Common |
Trading Community Address |
|
Customer Profile |
Basic Information region |
Common |
Trading Community Org Profile |
|
Customer Profile |
Customer Details region |
Common |
Trading Community Org Profile |
|
Customer Profile |
Sales Account region |
Customer Center |
Sales Account |
|
Edit Customer page |
Team Members region |
Customer Center |
Sales Account Resource (child object to the Sales Account) |
|
Overview > Summary tab |
Sales Accounts region (also known as the Sales Account List) |
Customer Center |
Sales Account |
|
Real-Time Search: Customers page |
Search region, by way of Advanced Search > Add Fields |
Customer Center |
Sales Account |
Note
To make only minor user interface changes to Customer Center pages without creating new objects or fields, use Oracle Composer instead of the Application Composer.
The Oracle Fusion Common CRM objects that are associated with Customer Center pages are:
Trading Community Org Profile
Trading Community Person Profile
Trading Community Address
Trading Community Org Contact
This table indicates which Common objects populate which Customer Center pages and regions, as well as the Application Composer configuration pages where you can make user interface changes on those pages and regions.
|
Business Object |
Configuration Page in Application Composer |
Related Customer Center Page |
Related Customer Center Region |
|---|---|---|---|
|
Trading Community Org Profile |
Edit Customer Quick Creation Form |
Create Customer page and also the Quick Create Customer page |
Customer Information region |
|
Trading Community Org Profile |
Edit Read Only Form |
Customer Profile |
Basic Information region |
|
Trading Community Org Profile |
Edit Details Form |
Customer Profile |
Customer Details region |
|
Trading Community Person Profile |
Edit Contact/Consumer Quick Creation Form |
Create Consumer page and also the Quick Create Consumer page |
No specific region |
|
Trading Community Person Profile |
Edit Read Only Form |
Consumer Profile |
Consumer Basic Information region |
|
Trading Community Person Profile |
Edit Details Form |
Consumer Profile |
Consumer Details region |
|
Trading Community Address |
Edit Detail Form |
Customer Profile |
Addresses region |
|
Trading Community Address |
Edit Detail Form |
Contact Profile |
Addresses region |
|
Trading Community Address |
Edit Detail Form |
Consumer Profile |
Addresses region |
|
Trading Community Org Contact |
Edit Creation Form |
Create Customer page and also the Quick Create Customer page |
Contact Information region |
|
Trading Community Org Contact |
Edit Creation Form |
Create Contact page and also the Quick Create Contact page |
No specific region |
|
Trading Community Org Contact |
Edit Read Only Form |
Contact Profile |
Basic Information region |
|
Trading Community Org Contact |
Edit Contact Details Form |
Contact Profile |
Contact Details region |
|
Trading Community Org Contact |
Edit Summary Table |
Contact Profile |
Contacts region (also known as the Contacts List) |
The Oracle Fusion Customer Center objects that are associated with Customer Center pages are:
Sales Account
Sales Account Resource (child of the Sales Account)
This table indicates which Customer Center objects populate which Customer Center pages and regions, as well as the Application Composer configuration pages where you can make user interface changes on those pages and regions.
|
Business Object |
Configuration Page in Application Composer |
Related Customer Center Page |
Related Customer Center Region |
|---|---|---|---|
|
Sales Account |
Edit Creation Form |
Create Customer page and also the Quick Create Customer page |
New fields are added at the bottom of the page. |
|
Sales Account |
Edit Creation Form |
Create Consumer page and also the Quick Create Consumer page |
New fields are added at the bottom of the page. |
|
Sales Account |
Edit Details Form |
Customer Profile |
Sales Account region |
|
Sales Account |
Edit Details Form |
Consumer Profile |
Sales Account region |
|
Sales Account |
Edit Summary Table |
Overview, then Summary tab |
Sales Accounts region (also known as the Sales Account List) |
|
Sales Account |
Not applicable. Custom fields are automatically available from the list of additional fields. |
Real-Time Search: Customers page |
Search region, by way of Advanced Search, then Add Fields |
|
Sales Account |
Edit Regional Panes |
Customer Work Area |
Panes in the regional area |
|
Sales Account Resource (child object to the Sales Account) |
Edit Summary Table |
Edit Customer: Sales Account Team page |
Team Members region |
To add custom fields to the Customer Center pages listed in the tables above, use the Application Composer's various configuration pages. You access the configuration pages in Application Composer from each object's Pages Overview page. Before you access the configuration pages, you must have already created your custom fields using Application Composer.
To access the Pages Overview page:
Select either the Common or Customer Center application on the main Overview page.
In the object tree, select the object you want to customize.
Select the Pages node.
On the Pages Overview page, select the configuration page hyperlink related to the Customer Center page that you want to customize.
The customizations that you can make in Customer Center also include the creation of reports. This type of customization does not involve the creation of new fields or objects within the Application Composer. Instead, create a report using BI Answers, save the report to the Resource Catalog, and then use Oracle Composer to add the report to two pages: the Customer Snapshot and the Customer Overview, Analysis tab.
Note
The reports that you add to the Customer Snapshot are within the context of a single customer, because you view a single customer when viewing the Snapshot. The reports that you add to the Analysis tab on the Customer Overview provide context across multiple customers, because you are viewing multiple customers on the Analysis tab.
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