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3 Application Composer: Extending Oracle Fusion CRM Applications

This chapter contains the following:

Customizing Oracle Fusion CRM Applications Using Oracle Fusion CRM Application Composer: Explained

Oracle Fusion Common CRM Objects: Explained

Customizing Oracle Fusion Customer Center Pages: Explained

Customizing Oracle Fusion Sales Forecasting Pages: Explained

Customizing Oracle Fusion CRM Applications Using Oracle Fusion CRM Application Composer: 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 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.

Oracle Fusion Common CRM

Using the Common application container in the Application Composer, you can complete the tasks listed in the tables below.

This includes Master Data Management (MDM) and Common Party User Interface (CPUI) objects.

Note

You cannot create custom objects using the Common application container in the Application Composer.

Customization Task Flow	Task	Interaction	Note
Create or Edit Top Level Object
Create or Edit Child Object for Standard and Custom Parent Object	No	No	No
Create or Edit Text Attribute	Yes	Yes	Yes
Create or Edit Number Attribute	Yes	Yes	Yes
Create or Edit Date Attribute	Yes	Yes	Yes
Create or Edit Date-time Attribute	No	Yes	Yes
Create or Edit Long-text Attribute	No	Yes	Yes
Create or Edit Check-box Attribute	No	Yes	Yes
Create or Edit Percentage Attribute	No	Yes	Yes
Create or Edit Currency Attribute	No	Yes	Yes
Create or Edit Fixed Choice List Attribute	No	Yes	Yes
Create or Edit Dynamic Choice List Attribute	No	Yes	Yes
Create or Edit Formula Attribute	No	Yes	Yes
Create Indexed Attribute	No	Yes	Yes
Create or Edit Action with Script (using groovy)	No	Yes	Yes
Create or Edit Action with URL	No	Yes	Yes
Create or Edit Links with URL	No	Yes	Yes
Create, Edit or Delete Object Rules (Validation Rules) using groovy scripts	No	Yes	Yes
Create, Edit or Delete Field Rules (Validation Rules) using groovy scripts	No	Yes	Yes
Create, Edit or Delete Triggers using groovy scripts	No	Yes	Yes
Create, Edit or Delete Object Functions using groovy scripts	No	Yes	Yes
Create or Edit Saved Search for a Parent Object	No	Yes	Yes
Create Work Area for a Custom Top Level Object
Add, Edit Custom or Standard fields to Local Search	No	No	No
Add, Edit Custom or Standard fields to Regional Search	No	No	No
Add or Edit Custom or Standard fields to Summary Table	Yes	Yes	Yes
Add or Edit Custom or Standard fields to Creation Page	Yes	Yes	Yes
Add or Edit Custom or Standard fields to Summary Form	Yes	Yes	Yes
Add Actions or Links to Summary Table	No	Yes	Yes
Add Actions or Links to Summary Form	No	Yes	Yes
Create or Edit Picker	No	No	No
Create or Edit Regional Pane	No	No	No
Create or Edit Tree Nodes	No	No	No
Create or Edit Child or Related Object subtab	No	No	No
Create or Edit Context Link subtab	No	No	No
Create or Edit Common Component subtab	No	No	No
Create or Edit Web Content subtab	No	No	No
Create Mobile Pages	No	No	No
Create Tablet Pages	No	No	No
Create, Update and Delete a record in Standard or Custom object having custom text attribute	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Number attribute	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Date attribute	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Date-time attribute	No	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Percentage attribute	No	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Check-box attribute	No	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Fixed Choice List attribute	No	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Dynamic Choice List attribute	No	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Long Text attribute	No	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Currency attribute	No	Yes	Yes
Find and get a record Standard or Custom object having custom attribute	No	Yes	Yes
Create an action script that triggers a Web service	No	Yes	Yes
Create or Edit Object workflow	No	Yes	Yes
Create or Edit or Delete Field Updates	No	Yes	Yes
Create or Edit or Delete E-mail Notification	No	Yes	Yes
Create or Edit or Delete Outbound Message	No	Yes	Yes
Create or Edit or Delete Business-process Flow	No	Yes	Yes
Create or Edit or Delete Task Creation	No	No	No
Execute Object Workflow for all actions	No	Yes	Yes
Create or Edit or Delete E-mail Templates	No	Yes	Yes
Create or Edit a Relationship	No	No	No

Table (continued from above): Master Data Management (MDM) and Common Party User Interface (CPUI) objects

Customization Task Flow	Trading Community Organization Contact	Trading Community Resource Profile	Trading Community Organization Profile	Trading Community Person Profile	Trading Community Relationship	Trading Community Address	Trading Community Group Profile
Create or Edit Top Level Object							Not applicable
Create or Edit Child Object for Standard and Custom Parent Object	Yes	Yes	No	No	No	Yes	Not applicable
Create or Edit Text Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Number Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Date Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Date-time Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Long-text Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Check-box Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Percentage Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Currency Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Fixed Choice List Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Dynamic Choice List Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Formula Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create Indexed Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Action with Script (using groovy)	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Action with URL	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Links with URL	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create, Edit or Delete Object Rules (Validation Rules) using groovy scripts	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create, Edit or Delete Field Rules (Validation Rules) using groovy scripts	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create, Edit or Delete Triggers using groovy scripts	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create, Edit or Delete Object Functions using groovy scripts	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Saved Search for a Parent Object	No	Yes	No	No	No	No	Yes
Create, Update or Delete roles for Custom Object							Not applicable
Create, Update or Delete permissions for Custom Object							Not applicable
View APM roles defined across the applications for Custom Object							Not applicable
View or Edit policies defined for a role (Application Specific Custom Objects)							Not applicable
Create Work Area for a Custom Top Level Object							Not applicable
Add, Edit Custom or Standard fields to Local Search	No	Yes	No	No	No	No	Yes
Add, Edit Custom or Standard fields to Regional Search	No	No	No	No	No	No	No
Add, Edit Custom or Standard fields to Summary Table	Yes	Yes	No	No	Yes	Yes	Yes
Add or Edit Custom or Standard fields to Creation Page	Yes	No	Yes	Yes	Yes	Yes	Yes
Add or Edit Custom or Standard fields to Summary Form	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Add Actions or Links to Summary Table	Yes	Yes	No	No	Yes	Yes	Yes
Add Actions or Links to Summary Form	Yes	Yes	Yes	Yes	No	No	Yes
Create or Edit Picker	No	No	No	No	No	No	No
Create or Edit Regional Pane	No	No	No	No	No	No	No
Create or Edit Tree Nodes	No	No	No	No	No	No	No
Create or Edit Child or Related Object subtab	No	Yes	No	No	No	No	No
Create or Edit Context Link subtab	No	Yes	No	No	No	No	No
Create or Edit Common Component subtab	No	No	No	No	No	No	No
Create or Edit Web Content subtab	No	Yes	No	No	No	No	No
Create Mobile Pages	Yes	No	No	No	No	No	No
Create Tablet Pages	No	No	No	No	No	No	No
Create, Update and Delete a record in Standard or Custom object having custom text attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Number attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Date attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Date-time attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Percentage attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Check-box attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Fixed Choice List attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Dynamic Choice List attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Long Text attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Currency attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Find and get a record Standard or Custom object having custom attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create an action script that triggers a Web service	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create, Edit or Save and Publish a Subject Area	No	Yes	Yes	Yes	No	No	No
Edit or Save republish a Subject Area	No	Yes	Yes	Yes	No	No	No
Create or Edit Object workflow	Yes	Yes	No	No	Yes	Yes	No
Create or Edit or Delete Field Updates	Yes	Yes	No	No	Yes	Yes	No
Create or Edit or Delete E-mail Notification	Yes	Yes	No	No	Yes	Yes	No
Create or Edit or Delete Outbound Message	Yes	Yes	No	No	Yes	Yes	No
Create or Edit or Delete Business-process Flow	Yes	Yes	No	No	Yes	Yes	No
Create or Edit or Delete Task Creation	No	No	No	No	No	No	No
Execute Object Workflow for all actions	Yes	Yes	No	No	Yes	Yes	No
Create or Edit or Delete E-mail Templates	Yes	Yes	No	No	Yes	Yes	No
Create or Edit a Relationship	Yes	Yes	No	No	No	Yes	No
Create, Edit, Delete Global Functions using groovy scripts							Yes
Generate Import and Export artifacts							Yes
Enable and Disable Application Script Logging							Yes

Oracle Fusion Customer Center

Using the Customer Center application container in the Application Composer, you can:

Create custom objects
Complete the tasks listed in the table below for standard objects.

Customization Task Flow	Custom Object	Sales Account Resource	Sales Account
Create or Edit Top Level Object	Yes
Create or Edit Child Object for Standard and Custom Parent Object	Yes	No	Yes
Create or Edit Text Attribute	Yes	Yes	Yes
Create or Edit Number Attribute	Yes	Yes	Yes
Create or Edit Date Attribute	Yes	Yes	Yes
Create or Edit Date-time Attribute	Yes	Yes	Yes
Create or Edit Long-text Attribute	Yes	Yes	Yes
Create or Edit Check-box Attribute	Yes	Yes	Yes
Create or Edit Percentage Attribute	Yes	Yes	Yes
Create or Edit Currency Attribute	Yes	Yes	Yes
Create or Edit Fixed Choice List Attribute	Yes	Yes	Yes
Create or Edit Dynamic Choice List Attribute	Yes	Yes	Yes
Create or Edit Formula Attribute	Yes	Yes	Yes
Create Indexed Attribute	Yes	Yes	Yes
Create or Edit Action with Script (using groovy)	Yes	Yes	Yes
Create or Edit Action with URL	Yes	Yes	Yes
Create or Edit Links with URL	Yes	Yes	Yes
Create, Edit or Delete Object Rules (Validation Rules) using groovy scripts	Yes	Yes	Yes
Create, Edit or Delete Field Rules (Validation Rules) using groovy scripts	Yes	Yes	Yes
Create, Edit or Delete Triggers using groovy scripts	Yes	Yes	Yes
Create, Edit or Delete Object Functions using groovy scripts	Yes	Yes	Yes
Create or Edit Saved Search for a Parent Object
Add, Edit Custom or Standard fields to Local Search	Yes	No	No
Add, Edit Custom or Standard fields to Regional Search	Yes	No	No
Add or Edit Custom or Standard fields to Summary Table	Yes	No	No
Add or Edit Custom or Standard fields to Creation Page	Yes	No	No
Add or Edit Custom or Standard fields to Summary Form	Yes	No	Yes
Add Actions or Links to Summary Table	Yes	No	Yes
Add Actions or Links to Summary Form		No
Create or Edit Picker		No
Create or Edit Regional Pane		No	Yes
Create or Edit Tree Nodes	No	No	Yes
Create or Edit Child or Related Object subtab	Yes	No
Create or Edit Context Link subtab	Yes	No
Create or Edit Common Component subtab	Yes	No
Create or Edit Web Content subtab	Yes	No
Create Mobile Pages		No
Create Tablet Pages		No
Create, Update and Delete a record in Standard or Custom object having custom text attribute	Yes	No	Yes
Create, Update and Delete a record in Standard or Custom object having custom Number attribute	Yes	No	Yes
Create, Update and Delete a record in Standard or Custom object having custom Date attribute	Yes	No	Yes
Create, Update and Delete a record in Standard or Custom object having custom Date-time attribute	Yes	No	Yes
Create, Update and Delete a record in Standard or Custom object having custom Percentage attribute	Yes	No	Yes
Create, Update and Delete a record in Standard or Custom object having custom Check-box attribute	Yes	No	Yes
Create, Update and Delete a record in Standard or Custom object having custom Fixed Choice List attribute	Yes	No	Yes
Create, Update and Delete a record in Standard or Custom object having custom Dynamic Choice List attribute	Yes	No	Yes
Create, Update and Delete a record in Standard or Custom object having custom Long Text attribute	Yes	No	Yes
Create, Update and Delete a record in Standard or Custom object having custom Currency attribute	Yes	No	Yes
Find and get a record Standard or Custom object having custom attribute	Yes	No	Yes
Create an action script that triggers a Web service
Create or Edit or Save and Publish a Subject Area		No
Edit or Save republish a Subject Area		No
Create or Edit Object workflow	Yes	Yes	Yes
Create or Edit or Delete Field Updates	Yes	Yes	Yes
Create or Edit or Delete E-mail Notification	Yes	Yes	Yes
Create or Edit or Delete Outbound Message	Yes	Yes	Yes
Create or Edit or Delete Business-process Flow	Yes	Yes	Yes
Create or Edit or Delete Task Creation	Yes	Yes	Yes
Execute Object Workflow for all actions	Yes	Yes	Yes
Create or Edit or Delete E-mail Templates	Yes	Yes	Yes
Create or Edit a Relationship	Yes	No	Yes

Oracle Fusion Marketing

Using the Marketing application container in the Application Composer, you can:

Create custom objects
Complete the tasks listed in the tables below for standard objects.

Customization Task Flow	Custom Object	Sales Lead Version 2	Marketing Campaign	Marketing Budget Version 2	Marketing List	Marketing Treatment
Create or Edit Top Level Object	Yes
Create or Edit Child Object for Standard and Custom Parent Object	Yes	Yes	No	Yes	No	No
Create or Edit Text Attribute	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Number Attribute	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Date Attribute	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Date-time Attribute	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Long-text Attribute	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Check-box Attribute	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Percentage Attribute	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Currency Attribute	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Fixed Choice List Attribute	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Dynamic Choice List Attribute	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Formula Attribute	Yes	Yes	Yes	Yes	Yes	Yes
Create Indexed Attribute	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Action with Script (using groovy)	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Action with URL	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Links with URL	Yes	Yes	Yes	Yes	Yes	Yes
Create, Edit or Delete Object Rules (Validation Rules) using groovy scripts	Yes	Yes	Yes	Yes	Yes	Yes
Create, Edit or Delete Field Rules (Validation Rules) using groovy scripts	Yes	Yes	Yes	Yes	Yes	Yes
Create, Edit or Delete Triggers using groovy scripts	Yes	Yes	Yes	Yes	Yes	Yes
Create, Edit or Delete Object Functions using groovy scripts	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Saved Search for a Parent Object	Yes	Yes	Yes	Yes	Yes	Yes
Create Work Area for a Custom Top Level Object	Yes
Add, Edit Custom or Standard fields to Local Search	Yes	No	No	No	No	No
Add, Edit Custom or Standard fields to Regional Search	Yes	No	No	No	No	No
Add or Edit Custom or Standard fields to Summary Table	Yes	Yes	Yes	Yes	Yes	Yes
Add or Edit Custom or Standard fields to Creation Page	Yes	Yes	Yes	Yes	Yes	Yes
Add or Edit Custom or Standard fields to Summary Form	Yes	Yes	Yes	Yes	Yes	Yes
Add Actions or Links to Summary Table	Yes	Yes	Yes	Yes	Yes	Yes
Add Actions or Links to Summary Form	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Picker	Yes	No	No	No	No	No
Create or Edit Regional Pane	Yes	No	No	No	No	No
Create or Edit Tree Nodes	Yes	No	No	No	No	No
Create or Edit Child or Related Object subtab	Yes	Yes	No	Yes	No	No
Create or Edit Context Link subtab	Yes	Yes	No	Yes	No	No
Create or Edit Common Component subtab	No	No	No	No	No	No
Create or Edit Web Content subtab	Yes	Yes	No	Yes	No	No
Create Mobile Pages	No	No	No	No	No	No
Create Tablet Pages	No	No	No	No	No	No
Create, Update and Delete a record in Standard or Custom object having custom text attribute	Yes	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Number attribute	Yes	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Date attribute	Yes	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Date-time attribute	Yes	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Percentage attribute	Yes	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Check-box attribute	Yes	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Fixed Choice List attribute	Yes	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Dynamic Choice List attribute	Yes	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Long Text attribute	Yes	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Currency attribute	Yes	Yes	Yes	Yes	Yes	Yes
Find and get a record Standard or Custom object having custom attribute	Yes	Yes	Yes	Yes	Yes	Yes
Create an action script that triggers a Web service	No	No	No	No	No	No
Create or Edit or Save and Publish a Subject Area	Yes	Yes	Yes	No	Yes	Yes
Edit or Save republish a Subject Area	Yes	Yes	Yes	No	Yes	Yes
Create or Edit Object workflow	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit or Delete Field Updates	Yes	Yes	Yes	Yes	Yes	Yes
Create, Edit or Delete E-mail Notification	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit or Delete Outbound Message	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit or Delete Business-process Flow	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit or Delete Task Creation	Yes	Yes	Yes	No	No	No
Execute Object Workflow for all actions	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit or Delete E-mail Templates	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit a Relationship	Yes	Yes	Yes	Yes	Yes	Yes

Table (continued from above): Oracle Fusion Marketing objects

Customization Task Flow	Marketing Event Activity	Marketing Advertisement	Marketing Claim Version 2	Marketing Claim Settlement Version 2	Marketing Budget Entry Version 2	Marketing Fund Request Version 2	Marketing Response
Create or Edit Top Level Object
Create or Edit Child Object for Standard and Custom Parent Object	No	No	Yes	No	No	Yes	Yes
Create or Edit Text Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Number Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Date Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Date-time Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Long-text Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Check-box Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Percentage Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Currency Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Fixed Choice List Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Dynamic Choice List Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Formula Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create Indexed Attribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Action with Script (using groovy)	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Action with URL	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Links with URL	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create, Edit or Delete Object Rules (Validation Rules) using groovy scripts	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create, Edit or Delete Field Rules (Validation Rules) using groovy scripts	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create, Edit or Delete Triggers using groovy scripts	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create, Edit or Delete Object Functions using groovy scripts	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit Saved Search for a Parent Object	No	No	Yes	No	Yes	Yes	Yes
Create Work Area for a Custom Top Level Object
Add, Edit Custom or Standard fields to Local Search	No	No	No	No	No	No	No
Add, Edit Custom or Standard fields to Regional Search	No	No	No	No	No	No	No
Add or Edit Custom or Standard fields to Summary Table	No	Yes	Yes	No	Yes	Yes	Yes
Add or Edit Custom or Standard fields to Creation Page	No	No	Yes	Yes	Yes	Yes	Yes
Add or Edit Custom or Standard fields to Summary Form	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Add Actions or Links to Summary Table	No	No	Yes	No	Yes	Yes	Yes
Add Actions or Links to Summary Form	No	No	Yes	Yes	Yes	Yes	Yes
Create or Edit Picker	No	No	No	No	No	No	No
Create or Edit Regional Pane	No	No	No	No	No	No	No
Create or Edit Tree Nodes	No	No	No	No	No	No	No
Create or Edit Child or Related Object subtab	No	No	Yes	No	No	Yes	Yes
Create or Edit Context Link subtab	No	No	Yes	No	No	Yes	Yes
Create or Edit Common Component subtab	No	No	No	No	No	No	No
Create or Edit Web Content subtab	No	No	Yes	No	No	Yes	Yes
Create Mobile Pages	No	No	No	No	No	No	No
Create Tablet Pages	No	No	No	No	No	No	No
Create, Update and Delete a record in Standard or Custom object having custom text attribute	No	No	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Number attribute	No	No	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Date attribute	No	No	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Date-time attribute	No	No	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Percentage attribute	No	No	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Check-box attribute	No	No	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Fixed Choice List attribute	No	No	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Dynamic Choice List attribute	No	No	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Long Text attribute	No	No	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Currency attribute	No	No	Yes	Yes	Yes	Yes	Yes
Find and get a record Standard or Custom object having custom attribute	No	No	Yes	Yes	Yes	Yes	Yes
Create an action script that triggers a Web service	No	No	No	No	No	No	No
Create or Edit or Save and Publish a Subject Area	No	No	No	No	No	No	Yes
Edit or Save republish a Subject Area	No	No	No	No	No	No	Yes
Create or Edit Object workflow	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit or Delete Field Updates	Yes	Yes	Yes	Yes	No	Yes	Yes
Create, Edit or Delete E-mail Notification	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit or Delete Outbound Message	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit or Delete Business-process Flow	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit or Delete Task Creation	No	No	No	No	No	No	No
Execute Object Workflow for all actions	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit or Delete E-mail Templates	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create or Edit a Relationship	Yes	Yes	Yes	Yes	Yes	Yes	Yes

Table (continued from above): Oracle Fusion Marketing objects

Customization Task Flow	Sales Lead Contacts	Sales Lead Resources	Sales Campaign
Create or Edit Top Level Object
Create or Edit Child Object for Standard and Custom Parent Object	No	No	No
Create or Edit Text Attribute	Yes	Yes	Yes
Create or Edit Number Attribute	Yes	Yes	Yes
Create or Edit Date Attribute	Yes	Yes	Yes
Create or Edit Date-time Attribute	Yes	Yes	Yes
Create or Edit Long-text Attribute	Yes	Yes	Yes
Create or Edit Check-box Attribute	Yes	Yes	Yes
Create or Edit Percentage Attribute	Yes	Yes	Yes
Create or Edit Currency Attribute	Yes	Yes	Yes
Create or Edit Fixed Choice List Attribute	Yes	Yes	Yes
Create or Edit Dynamic Choice List Attribute	Yes	Yes	Yes
Create or Edit Formula Attribute	Yes	Yes	Yes
Create Indexed Attribute	Yes	Yes	Yes
Create or Edit Action with Script (using groovy)	Yes	Yes	Yes
Create or Edit Action with URL	Yes	Yes	Yes
Create or Edit Links with URL	Yes	Yes	Yes
Create, Edit or Delete Object Rules (Validation Rules) using groovy scripts	Yes	Yes	Yes
Create, Edit or Delete Field Rules (Validation Rules) using groovy scripts	Yes	Yes	Yes
Create, Edit or Delete Triggers using groovy scripts	Yes	Yes	Yes
Create, Edit or Delete Object Functions using groovy scripts	Yes	Yes	Yes
Create or Edit Saved Search for a Parent Object	No	No	Yes
Create Work Area for a Custom Top Level Object
Add, Edit Custom or Standard fields to Local Search	No	No	No
Add, Edit Custom or Standard fields to Regional Search	No	No	No
Add or Edit Custom or Standard fields to Summary Table	Yes	Yes	Yes
Add or Edit Custom or Standard fields to Creation Page	No	No	Yes
Add or Edit Custom or Standard fields to Summary Form	No	No	Yes
Add Actions or Links to Summary Table	Yes	No	No
Add Actions or Links to Summary Form	No	No	No
Create or Edit Picker	No	No	No
Create or Edit Regional Pane	No	No	No
Create or Edit Tree Nodes	No	No	No
Create or Edit Child or Related Object subtab	No	No	No
Create or Edit Context Link subtab	No	No	No
Create or Edit Common Component subtab	No	No	No
Create or Edit Web Content subtab	No	No	No
Create Mobile Pages	No	No	No
Create Tablet Pages	No	No	No
Create, Update and Delete a record in Standard or Custom object having custom text attribute	Yes	Yes	No
Create, Update and Delete a record in Standard or Custom object having custom Number attribute	Yes	Yes	No
Create, Update and Delete a record in Standard or Custom object having custom Date attribute	Yes	Yes	No
Create, Update and Delete a record in Standard or Custom object having custom Date-time attribute	Yes	Yes	No
Create, Update and Delete a record in Standard or Custom object having custom Percentage attribute	Yes	Yes	No
Create, Update and Delete a record in Standard or Custom object having custom Check-box attribute	Yes	Yes	No
Create, Update and Delete a record in Standard or Custom object having custom Fixed Choice List attribute	Yes	Yes	No
Create, Update and Delete a record in Standard or Custom object having custom Dynamic Choice List attribute	Yes	Yes	No
Create, Update and Delete a record in Standard or Custom object having custom Long Text attribute	Yes	Yes	No
Create, Update and Delete a record in Standard or Custom object having custom Currency attribute	Yes	Yes	No
Find and get a record Standard or Custom object having custom attribute	Yes	Yes	No
Create an action script that triggers a Web service	No	No	No
Create or Edit or Save and Publish a Subject Area	No	No	No
Edit or Save republish a Subject Area	No	No	No
Create or Edit Object workflow	No	Yes	No
Create or Edit or Delete Field Updates	No	Yes	No
Create, Edit or Delete E-mail Notification	No	Yes	No
Create or Edit or Delete Outbound Message	No	Yes	No
Create or Edit or Delete Business-process Flow	No	Yes	No
Create or Edit or Delete Task Creation	No	No	No
Execute Object Workflow for all actions	No	Yes	No
Create or Edit or Delete E-mail Templates	No	Yes	No
Create or Edit a Relationship	No	No	Yes

Oracle Fusion Sales

Using the Sales application container in the Application Composer, you can:

Create custom objects
Complete the tasks listed in the tables below for standard objects.

Customization Task Flow	Custom Object	Opportunity	Sales Competitor	Sales Reference Customer SDO	Opportunity Contact
Create or Edit Top Level Object	Yes
Create or Edit Child Object for Standard and Custom Parent Object	Yes	Yes	Yes	Yes	No
Create or Edit Text Attribute	Yes	Yes	Yes	Yes	Yes
Create or Edit Number Attribute	Yes	Yes	Yes	Yes	Yes
Create or Edit Date Attribute	Yes	Yes	Yes	Yes	Yes
Create or Edit Date-time Attribute	Yes	Yes	Yes	Yes	Yes
Create or Edit Long-text Attribute	Yes	Yes	Yes	Yes	Yes
Create or Edit Check-box Attribute	Yes	Yes	Yes	Yes	Yes
Create or Edit Percentage Attribute	Yes	Yes	Yes	Yes	Yes
Create or Edit Currency Attribute	Yes	Yes	No	No	No
Create or Edit Fixed Choice List Attribute	Yes	Yes	Yes	Yes	Yes
Create or Edit Dynamic Choice List Attribute	Yes	Yes	Yes	Yes	Yes
Create or Edit Formula Attribute	Yes	Yes	Yes	Yes	Yes
Create Indexed Attribute	Yes	Yes	Yes	Yes	Yes
Create or Edit Action with Script (using groovy)	Yes	Yes	Yes	Yes	Yes
Create or Edit Action with URL	Yes	Yes	Yes	Yes	Yes
Create or Edit Links with URL	Yes	Yes	Yes	Yes	Yes
Create, Edit or Delete Object Rules (Validation Rules) using groovy scripts	Yes	Yes	Yes	Yes	Yes
Create, Edit or Delete Field Rules (Validation Rules) using groovy scripts	Yes	Yes	Yes	Yes	Yes
Create, Edit or Delete Triggers using groovy scripts	Yes	Yes	Yes	Yes	Yes
Create, Edit or Delete Object Functions using groovy scripts	Yes	Yes	Yes	Yes	Yes
Create or Edit Saved Search for a Parent Object	Yes	Yes	Yes	Yes	No
Create, Update or Delete roles for Custom Object	Yes
Create, Update or Delete permissions for Custom Object	Yes
View APM roles defined across the applications for Custom Object	Yes
View or Edit policies defined for a role (Application Specific Custom Objects)	Yes
Create Work Area for a Custom Top Level Object	Yes
Add, Edit Custom or Standard fields to Local Search	Yes	No	No	No	No
Add, Edit Custom or Standard fields to Regional Search	Yes	No	No	No	No
Add or Edit Custom or Standard fields to Summary Table	Yes	Yes	Yes	Yes	No
Add or Edit Custom or Standard fields to Creation Page	Yes	Yes	Yes	Yes	No
Add or Edit Custom or Standard fields to Summary Form	Yes	Yes	Yes	Yes	No
Add Actions or Links to Summary Table	Yes	Yes	Yes	Yes	Yes
Add Actions or Links to Summary Form	Yes	Yes	Yes	Yes	No
Create or Edit Picker	Yes	No	No	No	No
Create or Edit Regional Pane	Yes	No	No	No	No
Create or Edit Tree Nodes	Yes	No	No	No	No
Create or Edit Child or Related Object subtab	Yes	Yes	Yes	Yes	No
Create or Edit Context Link subtab	Yes	Yes	Yes	Yes	No
Create or Edit Common Component subtab	Yes	No	No	No	No
Create or Edit Web Content subtab	Yes	Yes	Yes	Yes	No
Create Mobile Pages	Yes	Yes	Yes	Yes	No
Create Tablet Pages	Yes	Yes	No	No	No
Create, Update and Delete a record in Standard or Custom object having custom text attribute	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Number attribute	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Date attribute	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Date-time attribute	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Percentage attribute	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Check-box attribute	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Fixed Choice List attribute	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Dynamic Choice List attribute	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Long Text attribute	Yes	Yes	Yes	Yes	Yes
Create, Update and Delete a record in Standard or Custom object having custom Currency attribute	Yes	Yes	Yes	Yes	Yes
Find and get a record Standard or Custom object having custom attribute	Yes	Yes	Yes	Yes	Yes
Create an action script that triggers a Web service	No	No	No	No	No
Create, Edit or Save and Publish a Subject Area	Yes	Yes	Yes	No	No
Edit or Save republish a Subject Area	Yes	Yes	Yes	No	No
Create or Edit Object workflow	Yes	Yes	Yes	Yes	No
Create, Edit or Delete Field Updates	Yes	Yes	Yes	Yes	No
Create, Edit or Delete E-mail Notification	Yes	Yes	Yes	Yes	No
Create, Edit or Delete Outbound Message	Yes	Yes	Yes	Yes	No
Create, Edit or Delete Business-process Flow	Yes	Yes	Yes	Yes	No
Create, Edit or Delete Task Creation	Yes	Yes	Yes	Yes	No
Execute Object Workflow for all actions	Yes	Yes	Yes	Yes	No
Create, Edit or Delete E-mail Templates	Yes	Yes	Yes	Yes	No
Create or Edit a Relationship	Yes	Yes	Yes	Yes	No

Table (continued from above): Oracle Fusion Sales objects

Customization Task Flow	Opportunity Revenue	Forecast Territory Details	Forecast Item	Partner	Programs	Program Objective Details	Program Benefits Details
Create or Edit Top Level Object
Create or Edit Child Object for Standard and Custom Parent Object	No	No	No	Yes	Yes	No	No
Create or Edit Text Attribute	Yes	No	Yes	Yes	Yes	Yes	Yes
Create or Edit Number Attribute	Yes	No	Yes	Yes	Yes	Yes	Yes
Create or Edit Date Attribute	Yes	No	Yes	Yes	Yes	Yes	Yes
Create or Edit Date-time Attribute	Yes	No	Yes	Yes	Yes	Yes	Yes
Create or Edit Long-text Attribute	Yes	No	Yes	Yes	Yes	Yes	Yes
Create or Edit Check-box Attribute	Yes	No	Yes	Yes	Yes	Yes	Yes
Create or Edit Percentage Attribute	Yes	No	Yes	Yes	Yes	Yes	Yes
Create or Edit Currency Attribute	Yes	No	Yes	Yes	Yes	Yes	Yes
Create or Edit Fixed Choice List Attribute	Yes	No	Yes	Yes	Yes	Yes	Yes
Create or Edit Dynamic Choice List Attribute	Yes	No	Yes	Yes	Yes	Yes	Yes
Create or Edit Formula Attribute	Yes	No	Yes	Yes	Yes	Yes	Yes
Create Indexed Attribute	Yes	No	Yes	Yes	Yes	Yes	Yes
Create or Edit Action with Script (using groovy)	Yes	No	Yes	Yes	Yes	Yes	Yes
Create or Edit Action with URL	Yes	No	Yes	Yes	Yes	Yes	Yes
Create or Edit Links with URL	Yes	No	Yes	Yes	Yes	Yes	Yes
Create, Edit or Delete Object Rules (Validation Rules) using groovy scripts	Yes	No	Yes	Yes	Yes	Yes	Yes
Create, Edit or Delete Field Rules (Validation Rules) using groovy scripts	Yes	No	Yes	Yes	Yes	Yes	Yes
Create, Edit or Delete Triggers using groovy scripts	Yes	No	Yes	Yes	Yes	Yes	Yes
Create, Edit or Delete Object Functions using groovy scripts	Yes	No	Yes	Yes	Yes	Yes	Yes
Create or Edit Saved Search for a Parent Object	No	No	No	Yes	Yes	No	No
Create, Update or Delete roles for Custom Object
Create, Update or Delete permissions for Custom Object
View APM roles defined across the applications for Custom Object
View or Edit policies defined for a role (Application Specific Custom Objects)
Create Work Area for a Custom Top Level Object
Add, Edit Custom or Standard fields to Local Search	No	No	No	Yes	Yes	No	No
Add, Edit Custom or Standard fields to Regional Search	No	No	No	No	No	No	No
Add or Edit Custom or Standard fields to Summary Table	Yes	No	Yes	Yes	Yes	Yes	Yes
Add or Edit Custom or Standard fields to Creation Page	No	No	No	Yes	Yes	No	No
Add or Edit Custom or Standard fields to Summary Form	No	No	No	Yes	No	No	No
Add Actions or Links to Summary Table	Yes	No	No	No	Yes	Yes	Yes
Add Actions or Links to Summary Form	No	No	No	No	Yes	No	No
Create or Edit Picker	No	No	No	No	No	No	No
Create or Edit Regional Pane	No	No	No	No	No	No	No
Create or Edit Tree Nodes	No	No	No	No	No	No	No
Create or Edit Child or Related Object subtab	No	No	No	Yes	Yes	No	No
Create or Edit Context Link subtab	No	No	No	No	No	No	No
Create or Edit Common Component subtab	No	No	No	No	No	No	No
Create or Edit Web Content subtab	No	No	No	No	No	No	No
Create Mobile Pages	No	No	No	No	No	No	No
Create Tablet Pages	No	No	No	No	No	No	No
Create, Update and Delete a record in Standard or Custom object having custom text attribute	Yes		Yes	No	No	No	No
Create, Update and Delete a record in Standard or Custom object having custom Number attribute	Yes		Yes	No	No	No	No
Create, Update and Delete a record in Standard or Custom object having custom Date attribute	Yes		Yes	No	No	No	No
Create, Update and Delete a record in Standard or Custom object having custom Date-time attribute	Yes		Yes	No	No	No	No
Create, Update and Delete a record in Standard or Custom object having custom Percentage attribute	Yes		Yes	No	No	No	No
Create, Update and Delete a record in Standard or Custom object having custom Check-box attribute	Yes		Yes	No	No	No	No
Create, Update and Delete a record in Standard or Custom object having custom Fixed Choice List attribute	Yes		Yes	No	No	No	No
Create, Update and Delete a record in Standard or Custom object having custom Dynamic Choice List attribute	Yes		Yes	No	No	No	No
Create, Update and Delete a record in Standard or Custom object having custom Long Text attribute	Yes		Yes	No	No	No	No
Create, Update and Delete a record in Standard or Custom object having custom Currency attribute	Yes		Yes	No	No	No	No
Find and get a record Standard or Custom object having custom attribute	Yes		Yes	No	Yes	No	No
Create an action script that triggers a Web service	No		Yes	No	No	No	No
Create, Edit or Save and Publish a Subject Area	No			No	Yes	No	No
Edit or Save republish a Subject Area	No			No	Yes	No	No
Create or Edit Object workflow	No	No	No	Yes	Yes	No	No
Create, Edit or Delete Field Updates	No	No	No	Yes	Yes	No	No
Create, Edit or Delete E-mail Notification	No	No	No	Yes	Yes	No	No
Create, Edit or Delete Outbound Message	No	No	No	Yes	Yes	No	No
Create, Edit or Delete Business-process Flow	No	No	No	Yes	Yes	No	No
Create, Edit or Delete Task Creation	No	No	No	No	No	No	No
Execute Object Workflow for all actions	No	No	No	Yes	Yes	No	No
Create, Edit or Delete E-mail Templates	No	No	No	Yes	Yes	No	No
Create or Edit a Relationship	No	No	No	Yes	Yes	No	No

Oracle Fusion Sales Catalog

Using the Sales Catalog application container in the Application Composer, you can complete the tasks listed in the table below.

Note

You cannot create custom objects using the Sales Catalog application container in the Application Composer.

Customization Task Flow	Product Group Details
Create or Edit Top Level Object
Create or Edit Child Object for Standard and Custom Parent Object	No
Create or Edit Text Attribute	Yes
Create or Edit Number Attribute	Yes
Create or Edit Date Attribute	Yes
Create or Edit Date-time Attribute	Yes
Create or Edit Long-text Attribute	Yes
Create or Edit Check-box Attribute	Yes
Create or Edit Percentage Attribute	Yes
Create or Edit Currency Attribute	No
Create or Edit Fixed Choice List Attribute	Yes
Create or Edit Dynamic Choice List Attribute	No
Create or Edit Formula Attribute	Yes
Create Indexed Attribute	Yes
Create or Edit Action with Script (using groovy)	Yes
Create or Edit Action with URL	Yes
Create or Edit Links with URL	Yes
Create, Edit or Delete Object Rules (Validation Rules) using groovy scripts	Yes
Create, Edit or Delete Field Rules (Validation Rules) using groovy scripts	Yes
Create, Edit or Delete Triggers using groovy scripts	Yes
Create, Edit or Delete Object Functions using groovy scripts
Create or Edit Saved Search for a Parent Object	No
Create Work Area for a Custom Top Level Object
Add, Edit Custom or Standard fields to Local Search	No
Add, Edit Custom or Standard fields to Regional Search	No
Add or Edit Custom or Standard fields to Summary Table	No
Add or Edit Custom or Standard fields to Creation Page	No
Add or Edit Custom or Standard fields to Summary Form	Yes
Add Actions or Links to Summary Table	No
Add Actions or Links to Summary Form	No
Create or Edit Picker	No
Create or Edit Regional Pane	No
Create or Edit Tree Nodes	No
Create or Edit Child or Related Object subtab	No
Create or Edit Context Link subtab	No
Create or Edit Common Component subtab	No
Create or Edit Web Content subtab	No
Create Mobile Pages	No
Create Tablet Pages	No
Create, Update and Delete a record in Standard or Custom object having custom text attribute	No
Create, Update and Delete a record in Standard or Custom object having custom Number attribute	No
Create, Update and Delete a record in Standard or Custom object having custom Date attribute	No
Create, Update and Delete a record in Standard or Custom object having custom Date-time attribute	No
Create, Update and Delete a record in Standard or Custom object having custom Percentage attribute	No
Create, Update and Delete a record in Standard or Custom object having custom Check-box attribute	No
Create, Update and Delete a record in Standard or Custom object having custom Fixed Choice List attribute	No
Create, Update and Delete a record in Standard or Custom object having custom Dynamic Choice List attribute	No
Create, Update and Delete a record in Standard or Custom object having custom Long Text attribute	No
Create, Update and Delete a record in Standard or Custom object having custom Currency attribute	No
Find and get a record Standard or Custom object having custom attribute	No
Create an action script that triggers a Web service	No
Create, Edit or Save and Publish a Subject Area	No
Edit, Save republish a Subject Area	No
Create or Edit Object workflow	No
Create, Edit or Delete Field Updates	No
Create, Edit or Delete E-mail Notification	No
Create, Edit or Delete Outbound Message	No
Create, Edit or Delete Business-process Flow	No
Create, Edit or Delete Task Creation	No
Execute Object Workflow for all actions	No
Create, Edit or Delete E-mail Templates	No
Create or Edit a Relationship	No

Oracle Fusion Common CRM Objects: Explained

You can customize a variety of pages and regions throughout Oracle Fusion CRM using the Oracle Fusion CRM Application Composer. The Application Composer lets you create custom fields and objects for a specific CRM application, which you then add for display at runtime. Objects can be standard or custom, and are attached to a specific application container, such as Oracle Fusion Marketing or Oracle Fusion Sales. Oracle Fusion Common CRM objects, however, are unique in that the customizations you make to these objects can be displayed in a variety of CRM applications, and in a variety of pages and regions, at runtime. This topic provides an overview of each Common CRM object that is part of the Trading Community Foundation. (This topic does not address the common component objects which are also listed within the Common CRM application container: the interaction, note, and task objects.)

The Trading Community Foundation Common CRM standard objects that you can extend are:

Trading Community Address
Trading Community Customer Contact Profile
Trading Community Group Profile
Trading Community Organization Profile
Trading Community Person Profile
Trading Community Relationship
Trading Community Resource Profile

Note

Some of these objects are also documented in the related topic, Customizing Oracle Fusion Customer Center Pages: Explained.

Trading Community Address

The Trading Community Address object is an intersection object that stores a reference to a physical location/address, as well as a reference to a trading community organization, person, or group. Any extensions to this object are available for display in customer, contact, partner, and resource address user interfaces within Oracle Fusion CRM applications.

To display your extensions, such as custom fields, first create your custom fields using the Application Composer. Next, use the Application Composer's configuration pages to add those custom fields to the pages and regions listed below. You access the configuration pages in the Application Composer from the Pages node under the Trading Community Address object.

This table indicates, for the Trading Community Address object, which Application Composer configuration page lets you populate which page or region with your application customizations.

Configuration Page in Application Composer	Related Page or Region
Edit Address Creation Region	Edit Customer - Address Create region in Customer Center Edit Contact - Address Create region in Customer Center Edit Partner Profile - Address Create region in Partner Center Edit Partner - Partner Members - Address Create region within Partner Center
Edit Address Summary Table	Edit Customer - Addresses region in Customer Center Edit Contact - Addresses region in Customer Center Edit Partner Profile - Address region in Partner Center Edit Partner - Partner members - Address region within Partner Center
Edit Person Quick Creation Region	Consumer Create region within Customer Center Contact Create region within Customer Center Person Create region within Customer Hub
Edit Organization Quick Creation Region	Customer Create region within Customer Center Organization Create region within Customer Hub

Note

Oracle Fusion CRM has provided multiple configuration capabilities for the Address object. Accordingly, do not use the Application Composer for these types of customizations:

To define country-specific address formats, different labels for address elements, set address elements as required, and so on, use the Manage Address Formats task in the Setup and Maintenance work area.
To enable the list of values and validation for each country, use the Manage Geographies task in the Setup and Maintenance work area.

Trading Community Customer Contact Profile

The Trading Community Customer Contact Profile object stores all intrinsic information for all customer contact persons, in the context of the contact's relationship with a customer. For extensions specific to a customer contact relationship, use this object. By contrast, a standalone contact in Oracle Fusion CRM is a contact not tied to any customer and cannot be extended using this object. Instead, for extensions that apply to all person parties, use the Trading Community Person Profile object.

Any extensions to this object are available for display in various pages within Oracle Fusion CRM applications. Generic person extensions are also visible from the Oracle Fusion Customer Hub application in the Person work area.

This table indicates, for the Trading Community Customer Contact Profile object, which Application Composer configuration page lets you populate which page or region with your application customizations.

Configuration Page in Application Composer	Related Page or Region
Edit Person Quick Creation Region	Consumer Create region within Customer Center Contact Create region within Customer Center
Edit Contact Summary Table	Edit Customer - Contacts table in Customer Center Edit Partner - Members table in Partner Center
Edit Contact Read-Only Region	Edit Contact - Basic Information region in Customer Center
Edit Contact Details Region	Edit Customer: Contact Details within Customer Center Edit Organization: Relationships within Customer Hub Edit Partner - Partner Members - Person Details region within Partner Center

Trading Community Group Profile

The Trading Community Group Profile object stores all intrinsic information for all groups within the trading community of the deploying company. In Oracle Fusion CRM, groups could be customers of the deploying company. The Trading Community Group Profile object is a generic profile that is applicable to all types of groups in the system. The Sales Account object is applicable only to those groups that are sales accounts. The Group Profile object is a date effective entity, which means that every change or update that happens to any attribute of the object causes a new record to be created in the object with effective start and end dates. This maintains the profile history information for the object.

Note

Extend this object only when your customization is required for all groups within your trading community.

In Oracle Fusion CRM, groups are available as customers, so any extensions to this object are available for display in the Customer pages. Generic group extensions are also visible from the Oracle Fusion Customer Hub application in the Groups work area. Extensions are not available for display in Customer Center.

This table indicates, for the Trading Community Group Profile object, which Application Composer configuration page lets you populate which page or region with your application customizations.

Configuration Page in Application Composer	Related Page or Region
Edit Summary Table	Oracle Fusion Customer Hub application in the Groups work area
Edit Group Update Form	Oracle Fusion Customer Hub application in the Groups work area
Edit Group Create Form	Oracle Fusion Customer Hub application in the Groups work area

Trading Community Organization Profile

The Trading Community Organization Profile object stores all intrinsic information for all organizations within the trading community of the deploying company. Examples of organizations from a CRM perspective are customers (including sales prospects and external legal entities), competitors, and partners. To specifically extend customer or partner objects, use the Sales Account object (under the Customer Center application container) or the Partner object (under the Sales application container). (The Trading Community Organization Profile object is a generic profile that is applicable to all types of organizations in the system. The Sales Account object is applicable only to those organizations that are sales accounts.) Since Prospect and Legal Entity customers don't have separate profiles, you can extend these customers only by using the Trading Community Organization Profile object. The Organization Profile object is a date effective entity, which means that every change or update that happens to any attribute of the object causes a new record to be created in the object with effective start and end dates. This maintains the profile history information for the object.

Note

Extend this object only when your customization is required for all organizations within your trading community.

Any extensions to this object are available for display in various pages within Oracle Fusion CRM applications. Generic organization extensions are also visible from the Oracle Fusion Customer Hub application in the Organization work area.

This table indicates, for the Trading Community Organization Profile object, which Application Composer configuration page lets you populate which page or region with your application customizations.

Configuration Page in Application Composer	Related Page or Region
Edit Organization Details Region	Customer Details region within Customer Center Organization Details region within Customer Hub Competitor Summary region within Sales
Edit Organization Quick Creation Region	Customer Create region within Customer Center Organization Create region within Customer Hub
Edit Organization Read-Only Region	Basic Information Region within Customer Center Basic Organization Information Region within Customer Hub

Trading Community Person Profile

The Trading Community Person Profile object stores all intrinsic information for all persons within the trading community of the deploying company. Examples of persons from a CRM perspective are customers (also called consumers), contacts, internal employee resources, and partner members. To extend the customer contact relationship, use the Trading Community Customer Contact Profile object. To extend internal resources, use the Trading Community Resource Profile object. To extend person customers (also called consumers), use the Sales Account object (under the Customer Center application container). (The Trading Community Person Profile object is a generic profile that is applicable to all types of persons in the system. The Sales Account object is applicable only to those persons who are sales accounts.) The Person Profile object is a date effective entity, which means that every change or update that happens to any attribute of the object causes a new record to be created in the object with effective start and end dates. This maintains the profile history information for the object.

Note

Extend this object only when your customization is required for all persons within your trading community.

This table indicates, for the Trading Community Person Profile object, which Application Composer configuration page lets you populate which page or region with your application customizations.

Configuration Page in Application Composer	Related Page or Region
Edit Person Read-Only Region	Basic Information region within Customer Center (for Consumer or Person customer) Contact Basic Information within Customer Center Basic Person Information region within Customer Hub
Edit Person Details Region	Customer Details region within Customer Center (for Consumer or Person customer) Manage Contacts: Contact Details within Customer Center
Edit Person Quick Creation Region	Consumer Create region within Customer Center Contact Create region within Customer Center Person Create region within Customer Hub

Trading Community Relationship

The Trading Community Relationship object stores all intrinsic relationship information for all kinds of relationships between parties. Use this object to add attributes specific to a relationship between any two parties.

Note

Though a customer contact is also a type of relationship, use the Trading Community Customer Contact Profile object for customer contact relationship-specific extensions. Use this Trading Community Relationship object to extend only non-contact types of relationships.

Relationship Profile pages are regions that are visible in the Customer Hub. Accordingly, any extensions to this object are available for display in various pages within Oracle Fusion CRM applications. Generic person extensions are also visible from the Oracle Fusion Customer Hub application in the Person work area.

This table indicates, for the Trading Community Relationship object, which Application Composer configuration page lets you populate which page or region with your application customizations.

Configuration Page in Application Composer	Related Page or Region
Edit Relationship Summary Table	Edit Organization: Relationships within Customer Hub Edit Person: Relationships within Customer Hub Edit Group: Relationships within Customer Hub Create Group: Group Members within Customer Hub
Edit Relationship Creation Region	Edit Organization: Relationships within Customer Hub Edit Person: Relationships within Customer Hub Edit Group: Relationships within Customer Hub Create Group Members within Customer Hub

Trading Community Resource Profile

The Trading Community Resource Profile object defines users of the Oracle Fusion CRM application. They are either internal employee and contractor resources, or partner member resources. Use this object when specific extensions are required for persons in the system that are resources.

This table indicates, for the Trading Community Resource object, which Application Composer configuration page lets you populate which page or region with your application customizations.

Configuration Page in Application Composer	Related Page or Region
Edit Details Region	The Resource Profile details page is available in the Resource Directory work area, or from the Manage Resources task in the Setup and Maintenance work area.
Edit Search Region for the Workarea Summary Table	The search region is available in the Resource Directory work area, under Search Resources.

Customizing Oracle Fusion Customer Center Pages: Explained

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 Application Composer, select Application Composer from the Navigator menu, under the Tools category.

Customizing Oracle Fusion Customer Center Pages Using the Application Composer

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.

Oracle Fusion Common CRM Objects

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)

Oracle Fusion Customer Center Objects

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

Using the Pages Overview Page

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 the Application Composer from each object's Pages Overview page. Before you access the configuration pages, you must have already created your custom fields using the 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.

Adding Custom Reports Using Oracle Composer

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.

Customizing Oracle Fusion Sales Forecasting Pages: Explained

You can customize a variety of regions in Oracle Fusion Sales Forecasting 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 Sales Forecasting application. To access the Application Composer, select Application Composer from the Navigator menu, under the Tools category.

Understanding Which Oracle Fusion Sales Forecasting Pages Are Extensible

To customize Sales Forecasting pages, you need to know which pages and regions are extensible, and which objects to select in the Application Composer to customize those pages.

The Oracle Fusion Sales objects that are associated with Sales Forecasting pages are:

Forecast Item
Forecast Territory Details

This table lists Sales Forecasting pages and regions, and the related objects that you can access in the Application Composer to customize those pages. For example, the Forecast Items tab on the Edit Forecast page is extensible. To create custom fields that you can later add to the Forecast Items tab, you must select the Forecast Item object in the Application Composer and create your custom fields.

Sales Forecasting Page	Sales Forecasting Region	Application	Underlying Business Object
Edit Forecast page	Territory Details region (expand the Show More option)	Sales	Forecast Territory Details
Edit Forecast page	Forecast Items tab	Sales	Forecast Item (child of Forecast Territory Details)

Next, expose those custom fields on the Forecast Items tab by accessing the appropriate Application Composer configuration page, listed in the following section.

Note

To make only minor user interface changes to Sales Forecasting pages without creating new objects or fields, use Oracle Composer instead of the Application Composer.

Adding Your Changes to the Runtime Application

To add custom fields to the Sales Forecasting regions listed in the table above, first create your custom fields using the Application Composer. Next, use the Application Composer's configuration pages to add those custom fields to the desired Sales Forecasting regions. You access the configuration pages in the Application Composer from the Pages node under the Forecast Territory Details object.

To access the Pages Overview page:

Select the Sales application on the main Overview page.
In the object tree, select the Forecast Territory Details object.
Select the Pages node.
On the Pages Overview page, select the configuration page hyperlink related to the Sales Forecasting region that you want to customize.

This table indicates which Sales objects populate which Sales Forecasting 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 Sales Forecasting Page	Related Sales Forecasting Region
Forecast Item (child of Forecast Territory Details)	Select the Pages node for the Forecast Territory Details object, select the Forecast subtab row, and click the Edit icon to navigate to the Edit Subtab: Child or Related Object page.	Edit Forecast page	Forecast Items tab
Forecast Territory Details	Select the Pages node for this object, then click Edit Summary Form.	Edit Forecast page	Territory Details region Note To view your custom fields in the Territory Details region, you must expand the Show More option which appears above the Forecast Items tab.