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.