Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuring Oracle CRM On Demand Financial Services Edition >

Process of Configuring Oracle CRM On Demand Financial Services Edition  

To configure Oracle CRM On Demand Financial Services Edition, perform the following tasks:

1. If you have not already done so, contact Customer Care, and ask a service representative to provision your application to use Oracle CRM On Demand Financial Services Edition.

   When Customer Care tells you that your application has been provisioned, go to Step 2.

2. Log in to Oracle CRM On Demand.
3. Configure the field setup.

   For more information, see Configuring Field Setup for Oracle CRM On Demand Financial Services Edition.

4. Configure the cascading picklists.

   For more information, see Configuring Field Setup for Oracle CRM On Demand Financial Services Edition.

5. Set up the page layouts for each role that you plan to create for Oracle CRM On Demand Financial Services Edition.

   For more information, see Setting Up Page Layouts for Oracle CRM On Demand Financial Services Edition.

6. Modify the search layouts.

   For more information, see Modifying Search Layouts for Oracle CRM On Demand Financial Services Edition.

7. Modify the sales stages.

   For more information, see Modifying Sales Stages for Oracle CRM On Demand Financial Services Edition.

8. Set up the access profiles for the roles that you plan to create.

   For more information, see Setting Up Access Profiles for Financial Services Roles.

9. Create the roles for Oracle CRM On Demand Financial Services Edition.

   For more information, see Creating Financial Services Roles.

10. (Optional) Configure custom objects for the Policy record.

    For more information, see Configuring Custom Objects for Policies.

11. (Optional) Configure books.

    For more information, see Configuring Books.

12. (Optional) Configure My Team Policies List.

    For more information, see Configuring My Team Polices List.