Configuration Guide for Oracle CRM On Demand Life Sciences Edition > Setting Up Custom Objects >

Configuring Custom Objects for Oracle CRM On Demand Life Sciences Edition

Use the following procedure to configure a custom object for a role in Oracle CRM On Demand Life Sciences Edition.

To configure Custom Object N for Oracle CRM On Demand Life Sciences Edition

1. Enable the privilege for each of the custom objects required, if the privileges are not already enabled for your company.

   NOTE:  Customer Care performs this task.

2. Configure the field setup for Custom Object N.

   For example, configure the field setup for Custom Object 01 as follows:

   1. In Oracle CRM On Demand, click Admin, and then Application Customization.
   2. In the Record Type Setup section, click Custom Object 01.
   3. In the Field Management section, click the Custom Object 01 Field Setup link.
   4. On the Custom Object 01 Fields page, click New Field, Manage Field Labels, the Edit link or the Edit Picklist link, as necessary, and configure the fields as required to support your business processes. For example:
      • To configure Custom Object 01 for Business Plan, then you must set up the Business Plan field on the Custom Object 01 Fields page.
      • To configure Custom Object 01 for Objective, then you must set up the Objective field on the Custom Object 01 Fields page.

        For more information about configuring fields, see Configuring the Fields for Oracle CRM On Demand Life Sciences Edition.

3. Configure a page layout for Custom Object N.

   For instructions on configuring page layouts, see Setting Up Page Layouts for Oracle CRM On Demand Life Sciences Edition.

4. Display Custom Object N as a Related Information section on the appropriate record type page layout that you want to establish a relationship between.

   For example:

   • If configuring Custom Object 01 for Business Plan, then configure LS Business Plan Page Layout to display Custom Object 01 as a related information section.
   • If configuring Custom Object 01 for Objective, then configure LS Objective Page Layout to display Custom Object 01 as a related information section.

     For information about configuring page layouts, see Setting Up Page Layouts for Oracle CRM On Demand Life Sciences Edition and Page Layout Configurations for the LS Field Sales Rep Role.

5. Configure the access level for the related Custom Object N.

   For more information, see Setting Up Access Profiles for Life Sciences Roles and Access Levels for the LS Field Sales Rep Role.