Oracle CRM On Demand for Partner Relationship Management Configuration Guide
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Overview of Oracle CRM On Demand for Partner Relationship Management
About This Guide
About Partner Relationship Management
Getting Started
Provisioning Oracle CRM On Demand for Partner Relationship Management
Record Types for Oracle CRM On Demand for Partner Relationship Management
Configuring Oracle CRM On Demand for Partner Relationship Management
About Configuring Oracle CRM On Demand for Partner Relationship Management
Migrating Fund Requests from Previous Releases
About the Shared Address Functionality
Roadmap for Configuring Oracle CRM On Demand for Partner Relationship Management
Setting Up Page Layouts
Page Layout Configurations for the Channel Manager Role
Page Layouts for the Channel Manager Role
Page Sections for the Channel Manager Role Page Layouts
Page Section Layouts for the Channel Manager Role Page Layouts
Related Information Sections for the Channel Manager Role Page Layouts
Page Layout Modifications for the Partner Sales Representative Role
Page Layouts for the Partner Sales Representative Role
Page Sections for the Partner Sales Representative Role Page Layouts
Page Section Layouts for the Partner Sales Representative Role Page Layouts
Related Information Sections for the Partner Sales Representative Role Page Layouts
Setting Up Access Profiles for Partner Roles
Access Profile Settings for the Channel Manager Role
Access Profiles for the Channel Manager Role
Access Levels for the Channel Manager Role
Access Profile Settings for the Partner Sales Representative Role
Access Profiles for the Partner Sales Representative Role
Access Levels for the Partner Sales Representative Role
Access Profile Settings for the Partner Administrator Role
Creating Partner Roles
Role Settings for the Channel Manager Role
Record Type Access for the Channel Manager Role
Privileges for the Channel Manager Role
Tab Access and Order for the Channel Manager Role
Page Layouts Assigned to the Channel Manager Role
Role Settings for the Partner Sales Representative Role
Record Type Access for the Partner Sales Representative Role
Privileges for the Partner Sales Representative Role
Tab Access and Order for the Partner Sales Representative Role
Page Layouts Assigned to the Partner Sales Representative Role
Role Settings for the Partner Administrator Role
Adding Partner Users
Process of Configuring Books and Workflow Rules for Oracle CRM On Demand for Partner Relationship Management
Creating the Partner Organization Book Type
Creating Books for Partner Accounts
Configuring Workflow Rule Actions to Synchronize Partner Accounts
Example of Using a Workflow to Automatically Add a Partner Book to an Opportunity
Viewing Workflow Results
Managing Partner Relationships
About Partner Account and Profiling Management
Guidelines for Working with Partner Accounts
About Book Management
Example Process of Creating Partner Accounts
About Managing Partner Programs
Defining a Partner Program (Channel Manager)
About Lead Management
Example Process of Managing Leads
About Managing Deal Registration
Example Process of Managing Deal Registration
About Fund Management
Managing Funds (Channel Managers)
About Fund Request Management
Managing Fund Requests (Partner Users)
About Fund Request Claims Management
Example Process of Managing Fund Request Claims
About MDF Request Management
Managing MDF Requests (Partner Users)
About MDF Claims Management
Example Process of Managing MDF Claims
About Special Pricing Request Management
Managing Special Pricing Requests (Partner Users)
About Special Pricing Claims Management
Example Process of Managing Special Pricing Claims
About Applications
Managing Applications (Channel Manager)
About Partner Content Management
Example Process of Managing Partner Content
About Training and Certification Management
About Courses
About Exams
About Certifications
About Accreditations
Example Process of Managing a Course
