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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
- Refer to the Oracle Fusion Applications Extensibility
Guide for Business Analysts to learn which tools are available to
you to change an application. You will also learn about the customization
development life cycle, including how to use the Sandbox Manager and
Customization Manager.
See: Introduction to Customizing and Extending Oracle
Fusion Applications
- After reviewing the Oracle Fusion Applications
Extensibility Guide for Business Analysts, you can then review the
Oracle Fusion CRM Extensibility Guide, which provides detailed information
about using the Application Composer.