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Oracle® Fusion Applications CRM Extensibility Guide
11g Release 7 (11.1.7)
Part Number E20388-06
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2 CRM Extensibility: Introduction

This chapter contains the following:

CRM Extensibility : Overview

Extending CRM Applications : Top Tasks

CRM Extensibility : Overview

Welcome to the Oracle Fusion Applications CRM Extensibility Guide. You are reading this guide because you are interested in extending and customizing your Oracle Fusion CRM set of applications. This guide introduces you to the various tools that you can use to make application changes.

Oracle Fusion CRM Application Composer

The Oracle Fusion CRM Application Composer is a browser-based configuration tool that enables business analysts and administrators, not just application developers, to customize and extend an Oracle Fusion CRM application. Make the type of data model changes which, for non-CRM applications, can only be made by application developers. For example, easily create a new object and related fields, then create new desktop pages where that object and its fields are exposed to users. Application Composer is a design time at run time tool, which means that you can navigate to Application Composer directly from a CRM application, make your changes, and see most changes take immediate effect in real time, without having to sign back in to the application. Data model changes, such as the creation of custom fields, do require that you reauthenticate before you can see those changes.

To learn more about Application Composer, refer to all chapters in this guide whose titles are prefixed with "Application Composer". Also, review each product-specific chapter in this guide to read about which Application Composer tasks you can do in each Oracle Fusion CRM application.

Page Composer

Page Composer is a page editor that you can use to easily edit the user interface composition at run time. In Oracle Fusion CRM, Page Composer is intended for simple user interface editing functions, such as showing and hiding regions, fields, and tables, changing the order of regions, or changing a dashboard page layout. You can also use it for adding or removing predefined content from the Resource Library. All changes are done and stored in the UI layer. Oracle Fusion CRM transactional pages and dashboards are enabled for run time customization using Page Composer. These pages and regions are delivered already enabled for page editing. Administration and setup pages are not Page Composer-enabled.

To learn more about Page Composer, refer to the Page Composer chapter in this guide. Also, review each product-specific chapter in this guide to read about which Page Composer tasks you can do in each Oracle Fusion CRM application.

BI Composer

The Oracle Business Intelligence (BI) Composer is a tool that lets you build reports. When building reports, you select a report subject area from within BI Composer. A report subject area is a set of entities, attributes, and measures that represent information about the areas of an organization's business. To build reports, use either the predefined report subject areas that are delivered for an Oracle Fusion CRM application, or create a custom subject area using a wizard available in Application Composer.

To learn more about BI Composer, refer to the Creating Custom Subject Areas chapter in this guide.

Oracle Business Process Composer

When working with object workflows in Application Composer, you can define an object workflow that will trigger an approval flow if certain conditions are met. Approval flows are defined as business processes using Oracle Business Process Composer. Business Process Composer lets you orchestrate predefined components such as human-workflow tasks, services, and BPEL flows.

To learn more about Business Process Composer, refer to the Creating Object Workflows chapter in this guide.

Extending CRM Applications : Top Tasks

Before you start to extend and customize any application within Oracle Fusion CRM, refer first to the Oracle Fusion Applications Extensibility Guide for Business Analysts to learn more about all the extensibility options and tools that are available to you.

The Oracle Fusion Applications Extensibility Guide for Business Analysts walks you through the customization process for all Oracle Fusion applications, not just within Oracle Fusion CRM. After reviewing that guide, you can then review the Oracle Fusion CRM Extensibility Guide to understand in more detail how to use various composers to extend and customize an application within Oracle Fusion CRM.

Getting Started: Review the Oracle Fusion Applications Extensibility Guide for Business Analysts