![]() |
|
Application CustomizationYour company probably has specific requirements for how data is gathered and recorded, what terminology is used, and how information needs to be presented so that employees have what they need to be productive. Application customization lets you customize Oracle CRM On Demand to meet your company requirements, including page layout, field management, and list access requirements. The following examples illustrate some ways in which you can customize the application: Example 1: You might want all of your sales representatives to include an email address on all of their contact records. The best way to make sure that this requirement is met is to make the Email field a required field. Then, anyone who creates a new contact record cannot save it unless it includes an email address. Example 2: You have two groups of employees that each need to track different information on an account page. You can meet this requirement by creating a different account page layout for each group and providing the appropriate access through role assignment. The Application Customization page has two sections:
Before you begin:
NOTE: For information about the considerations that apply to using customized code in Oracle CRM On Demand, see Important Considerations for Customers Using Customized Code in Oracle CRM On Demand. |
Published 1/9/2017 | Copyright © 2005, 2017, Oracle. All rights reserved. Legal Notices. |