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16 Oracle Fusion Mobile Sales Extensibility
This chapter contains the following:
Oracle Fusion Mobile Sales Extensibility : Overview
Mobile Sales Extensibility : Explained
Customizing Oracle Fusion Mobile Sales : Worked Example
How can I add an Oracle Business Intelligence report to Oracle Fusion Mobile Sales
Testing Oracle Fusion Mobile Sales Customizations Using a Sandbox : Worked Example
Oracle Fusion Mobile Sales Extensibility : Overview
Read this chapter to learn about how to extend
Oracle Fusion Mobile Sales.
In this chapter, you will learn about:
How to use Oracle Fusion CRM Application
Composer to manage which objects and fields are visible on the Mobile
Sales application without having to do specific customizations for
any particular device
How to add an Oracle Business Intelligence
report to Mobile Sales
How to test Mobile Sales customizations
using a sandbox
Mobile Sales Extensibility : Explained
Oracle Fusion CRM Application Composer lets
implementors customize the Oracle Fusion Mobile Sales iPhone and BlackBerry
applications. Using Application Composer, implementors can manage
which objects and fields are visible on the Mobile Sales application
without having to do specific customizations for any particular device.
Implementors can manage the following for the mobile
sales application:
Enable standard Oracle Fusion Sales,
Customer Center, Marketing, and Common objects that are not enabled
by default for smartphones.
Enable custom Sales, Customer Center,
Marketing, and Common objects for smartphones.
Change the fields (including custom
fields) visible on Mobile Sales for mobile-enabled Sales, Customer
Center, Marketing, and Common objects (standard or custom objects).
Customizing Oracle Fusion Mobile Sales : Worked Example
This example shows you how to customize Oracle
Fusion Mobile Sales for a specified sales object, using Oracle Fusion
CRM Application
Composer. For more details about Application
Composer, refer to the Oracle Fusion Applications CRM Extensibility
Guide.
-
Open Oracle Fusion CRM Application
Composer by using the Navigator menu, and selecting Application Composer under the Tools category.
-
Select the application
you want to customize within Application Composer.
-
Within the application you chose in
step 1, select
the parent object you want to customize.
-
Select the Pages node in the navigation
tree.
-
Select the Mobile Pages tab to see the mobile configuration
options for the parent and its child objects.
How can I add an Oracle Business Intelligence report to Oracle Fusion Mobile Sales?
Navigate to the Application Composer, select
the Sales application, and select Mobile Pages under the Common Setup list.
In the Mobile Pages page, select Manage Mobile
Reports and create the report, entering the Oracle Business
Intelligence Analyses report details. Finally, add the report to the
Mobile Reports Springboard page, or the Mobile Reports Sales Account
page, by selecting either Configure Mobile
Reports: Springboard or Configure
Mobile Reports: Sales Account.
Note that you can add Oracle Business Intelligence
Analyses reports, but you cannot add Oracle Business Intelligence
Publisher reports.
Testing Oracle Fusion Mobile Sales Customizations Using a Sandbox : Worked Example
The following steps illustrate how to test
Oracle Fusion Mobile Sales (Mobile Sales) customizations using a sandbox.
Sandboxes are standalone environments where you can define and test
customizations, before deploying the customizations to the main Oracle
Fusion application. It is recommended that you test all of your customizations
in a sandbox before publishing them to the main application.
In this topic you will use the Oracle Fusion CRM
Application Composer to customize Mobile Sales pages or objects in
a sandbox environment, and then view your customizations on your smartphone
prior to publishing the changes.
Open a Sandbox
-
Log in to Oracle Fusion CRM with a user that has
a Customer Relationship Management Administrator job role.
-
Navigate to the Administration menu in the global area of the application and select the Manage Sandboxes menu item.
-
Select the sandbox in which you wish to make your
customizations. You may need to make a sandbox active, or create a
sandbox, if a suitable sandbox does not exist. Refer to the Setting
Up Sandboxes chapter of the Oracle Fusion Applications Extensibility
Guide for Business Analysts for more information about creating sandboxes.
Configure Oracle Fusion Mobile Sales Using the
Oracle Fusion CRM Application Composer
-
Open the Oracle Fusion CRM Application Composer
by selecting Application Composer under the Tools category in the Navigator menu.
-
Select the application you want to customize within
Application Composer, and then select the parent object you want to
configure.
-
Select the Pages node in the navigation tree, and then select the Mobile Pages tab
to see the mobile configuration options for the parent and its child
objects.
-
Configure the mobile pages as desired and log out
of the Oracle Fusion CRM application.
Check Your Customizations in the Oracle Fusion
Mobile Sales Application
-
Log in to Oracle Fusion CRM as an Oracle Fusion
Mobile Sales user that has a Sales Representative, Sales Manager,
or Sales Vice President job role.
-
Select the sandbox that contains your customizations.
-
Keeping the Oracle Fusion CRM browser window open
on your laptop or PC, open Oracle Fusion Mobile Sales on your smartphone
and log in using the same user you used to log in to Oracle Fusion
CRM. Logging in as the same user in step 1 enables you to view the
sandbox you selected in step 2 on your smartphone's Mobile Sales application.
Note that only your user is accessing the sandbox on the Mobile Sales
application (as long as the Oracle Fusion CRM browser window is open);
all other users will view only the published version of the application.
-
Check the pages you have customized to ensure that
they are working as expected.
-
To distribute your customizations to all Mobile
Sales users you will need to publish your sandbox. Refer to the Publishing
Sandboxes chapter of the Oracle Fusion Applications Extensibility
Guide for Business Analysts for more information about publishing
sandboxes.