Administering Oracle CRM On Demand

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Use the Administrator pages to set up and customize Oracle CRM On Demand. For more information about administering Oracle CRM On Demand, see the following sections:

This section	Describes these tasks
Company Administration	Setting Up Your Company Profile and Global Defaults Verifying License Statuses and Active Users Defining Your Company's Password Controls Resetting All Passwords Activating Languages Defining a Custom Fiscal Calendar Managing Currencies Creating Divisions Associating Picklist Value Groups with Divisions Associating Users with Divisions Reviewing Sign-In Activity for All Users Restricting Use to IP Addresses Reviewing Your Company's Resource Usage Reviewing Audit Trail Changes with the Master Audit Trail Publishing Company-Wide Alerts Viewing Service Allotment Usage for Your Company Viewing Historical Service Allotment Usage Setting Alerts for Service Allotments Viewing File and Record Utilization Information Converting Unshared Addresses to Shared Addresses Considerations When Turning Off Shared Addresses Updating User Access and the Manage Addresses Privilege Before Turning Off Shared Addresses Setting the Address Type for Unshared Addresses Using Edit Rel Access Profile and Role Settings for Addresses
Application Customization	Tasks for Record Type Setup Creating and Editing Fields Administering the Copy Enabled Setting Setting Up Custom Field Integration Tags Setting Up Web Links Setting Up Concatenated Fields Managing Field Labels Using Indexed Custom Fields Reverting Settings to Defaults Changing Picklist Values Mapping Picklist Values to Picklist Value Groups Customizing Related Item Layouts Customizing Static Page Layouts Customizing Page Layouts for Creating New Records Renaming Field Section Titles Creating Web Applets for Record Types Translating Web Applet and Custom Report Names Defining Cascading Picklists Managing Search Layouts Managing List Access and List Order Creating Homepage Custom Reports Creating Record Homepage Layouts Customizing the Audit Trail Specifying Dynamic Page Layouts Tasks for Application Setup Displaying External Web Pages in Tabs Creating Picklist Value Groups Creating Global Web Applets Uploading Client Side Extensions Managing Custom HTML Head Additions Creating and Managing Action Bar and Global Header Layouts Uploading and Managing Custom Global Header Icons Customizing My Homepage for Your Company Enabling Custom Reports in My Homepage Renaming Record Types Enabling Images on Detail Pages Changing the Icon for a Record Type Adding Record Types Customizing REST Integration Tags Creating New Themes Uploading and Managing Custom Icon Sets Customizing Previous Ownership for Shared Records
User Management and Access Controls	Setting Up Users Setting Up Users' Sales Quotas Setting Up Default Books by Record Type for a User Changing a User's User ID Resetting a User's Password Resetting a User's DMS PIN Changing the Primary Division for a User Reviewing Sign-In Activity for a User Reviewing Security-Related Activities for Users Managing Delegated Users (Administrator) Creating Inventory Periods for Users Deactivating Users Setting Up Users (Partners) Changing a User's User ID (Partners) Resetting a User's Password (Partners) Deactivating Users (Partners) Adding Roles Process of Setting Up Access Profiles Resetting Personalized Page Layouts Resetting Personalized Action Bar Layouts Resetting Personalized Homepage Layouts Setting Up Groups Setting Up Territories Process of Setting Up Books Verifying Book Setup for the Administrator Role Creating Book Types and Book User Roles Configuring Record Ownership Modes Creating Books and Book Hierarchies Associating Users with Books Creating Access Profiles for Books Enabling Books for Your Company Enabling Books for Users and User Roles Adding Books to Record Detail Page Layouts Assigning Records to Books
Business Process Management	Creating Processes Adding Transition States to Processes Restricting Processes Configuring the Field Setup for Transition States Enabling Access Controls for Related Record Types Creating Workflow Rules Creating Workflow Actions: Assign a Book Creating Workflow Actions: Create Task Creating Workflow Actions: Create Integration Event Creating Workflow Actions: Send Email Creating Workflow Actions: Update Values Creating Workflow Actions: Wait Changing the Order of Workflow Rule Actions Changing the Order of Workflow Rules Deactivating Workflow Rules and Actions Deleting Workflow Rules and Actions Viewing Error Instances in the Workflow Error Monitor Deleting Error Instances from the Workflow Error Monitor Viewing Pending Instances in the Workflow Wait Monitor Deleting Pending Instances from the Workflow Wait Monitor Setting Up Assignment Rules Mapping Additional Fields During Lead Conversion Creating Lead Conversion Layouts Setting Up the Forecast Definition Updating the Forecast Definition Setting Up Sales Processes, Categories, and Coaches Customizing Your Company's Industry List Enabling the Modification Tracking Feature Viewing the Modification Tracking List Page Creating Modification Records Manually
Data Management Tools	Preparing for Data Importing Linking Records During Import Importing Your Data Reviewing Import Results Exporting Your Data Reviewing Export Results Oracle Migration Tool On Demand Client Utility Oracle Data Loader On Demand Client Utility Creating Integration Event Queues Managing Integration Event Settings
Content Management	Setting Up Product Categories Setting Up Company Products Setting Up Price Lists for PRM Setting Up Price Lists for Life Sciences Managing Your Company's Attachments Setting Up Assessment Scripts Setting Up Report Folders
Application Plug-Ins	Configuring Oracle Social Engagement and Monitoring Configuring Oracle Social Network Integration Settings Configuring Email Delivery Using Oracle Eloqua Engage
Web Services Integration	Downloading WSDL and Schema Files Reviewing Web Services Utilization
Life Sciences Management	Managing Smart Calls Setting Life Sciences Related Preferences Setting the Maximum Number of Times Contacts Can be Sampled Without a Valid State License Authorizing Contacts to Receive Samples
Desktop Integration Administration	Administering Customization Packages Setting Oracle CRM On Demand Desktop Installer Version Locations

Additionally, administrators can usually do the following:

Create custom reports for their own use or for company-wide distribution. For instructions, see Reports.
Create filtered lists for company-wide distribution. For instructions, see Working with Lists.

For information about using Oracle On Demand Expression Builder, see Expression Builder.


Published 1/9/2017	Copyright © 2005, 2017, Oracle. All rights reserved. Legal Notices.