Oracle CRM On Demand for Partner Relationship Management Configuration Guide > Configuring Oracle CRM On Demand for Partner Relationship Management >

Process of Configuring Books and Workflow Rules for Oracle CRM On Demand for Partner Relationship Management

This task is a step in Roadmap for Configuring Oracle CRM On Demand for Partner Relationship Management.

Your company can use books and workflow rules to manage user access to partner account records and their associated records. Typically, companies create one book for each partner organization, but it is also possible to use multiple books for one partner organization.

To configure books and workflow rules for Oracle CRM On Demand for Partner Relationship Management, perform the following tasks:

1. Creating the Partner Organization Book Type
2. Creating Books for Partner Accounts
3. Configuring Workflow Rule Actions to Synchronize Partner Accounts