A - B - C - D - F - L - M - O - P - R - S - T - W

A

access profile settings

channel managers   1

partner sales representatives   1

access profiles

copying   1 ,  2

default access profile   1

owner access profile   1

setting up for partner roles   1

specifying access levels   1


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B

book type, creating   1

books

configuring for partner relationship management   1

creating book types   1

creating partner organization books   1

Sync Book Partner action   1

Sync Owner Partner action   1

Sync Partner Books action   1


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C

channel managers

access profile settings   1

access profile settings for related information   1

field layouts   1

page layout assignments   1

page layouts   1

privileges   1

record type access   1

tab access and order   1


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D

deal registration, about managing   1


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F

field layouts, setting up   1

fields, setting up   1

fund request claims

about managing   1

approving   1

example of managing   1

rejecting   1

submitting   1

fund requests

about managing   1

example of managing   1

funds

about managing   1

adding members   1

example of managing   1

market development funds   1

special pricing authorizations   1


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L

leads

about managing   1

creating for partners   1

example of managing   1

taking ownership   1

transferring ownership   1 ,  2


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M

market development funds (MDF)   1


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O

Oracle CRM On Demand for Partner Relationship Management

configuring   1

managing partner relationships   1


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P

page layout wizard

copying page layouts   1

editing sections   1

setting up field layouts   1

setting up fields   1

setting up section names   1

page layouts

assignments for channel managers   1

assignments for partner sales representatives   1

copying   1

setting up   1

page sections, editing   1

partner accounts

about   1

changing account types   1

creating   1

creating hierarchies   1

creating leads for partners   1

deleting   1

examples of creating   1

guidelines   1

partner organization status   1

supported workflow rule actions   1

partner content

about managing   1

example of managing   1

publishing solutions   1

reviewing solutions   1

partner organization book type

assigning to books   1

creating   1

partner profiling, about   1

partner programs

adding members   1

creating   1

partner relationship management

about   1

configuring   1

configuring books   1

creating roles   1

partner roles

creating   1

settings for channel managers   1

settings for partner sales representatives   1

partner sales representatives

access profile settings   1

field layouts   1

page layout assignments   1

page layouts   1

page sections   1 ,  2

privileges   1

record type access   1

tab access and order   1

privileges

settings for channel managers   1

settings for partner sales representatives   1

 1


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R

record types

access for channel managers   1

access for partner sales representatives   1

related information

settings for channel managers   1

settings for partner sales representatives   1

role management wizard

assigning homepage layouts   1

assigning page layouts   1

assigning search layouts   1

setting up access profiles   1

setting up privileges   1

setting up record type access   1

setting up tab access and order   1

roles

configuring for partner relationship management   1

creating for partner relationship management   1

settings for channel managers   1

settings for partner sales representatives   1


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S

section names, setting up   1

shared address functionality, about   1

solutions

publishing for partners   1

reviewing   1

 1

special pricing authorization   1

status

changing the type of an active partner account   1

deleting active partner accounts   1

partner organization status   1

Sync Book Partner action   1

Sync Owner Partner action   1

Sync Partner Books action   1


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T

tabs

access and order for channel managers   1

access and order for partner sales representatives   1


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W

workflow rules

actions for synchronizing partner account books   1

configuring for partner accounts   1

creating rule actions   1

Sync Book Partner action   1

Sync Owner Partner action   1

Sync Partner Books action   1

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Oracle CRM On Demand for Partner Relationship Management Configuration Guide, Release 34 Copyright © 2017, Oracle and/or its affiliates. All rights reserved. Legal Notices.