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Setting Up Books for Oracle CRM On Demand Desktop Objects

Oracle CRM On Demand Desktop supports the book record visibility model. With this feature, you can configure Oracle CRM On Demand Desktop to allow users to synchronize records based on either a book, owner, or team visibility. The list of object types for which users can set up visibility modes is available through the Record Set tab of Oracle CRM On Demand Desktop Control Panel. By default, users can see the Record Set tab in the First Run Assistant wizard.

The following topics describe how to configure the various book-related features in the Oracle CRM On Demand Desktop customization package:

• Setting Up Books for an Object Type
• Disabling Book Visibility for an Object Type
• Configuring the Include Sub-Items Option
• Record Types That Support Books

For additional book-related setup information, see Process of Adding Book Support to a New Top-Level Object