|
Personalizing Your Application > Accessing the Data and Integration Tools
Accessing the Data and Integration Tools
On your Personal Homepage, you can find links to tools that allow you to import data and to integrate data in Oracle CRM On Demand with other applications.
NOTE: Your company administrator sets up and enables access to the available clients. The clients include: Oracle Outlook Email Integration On Demand and Oracle CRM On Demand Desktop.
To access the data and integration tools
- In the upper right corner of any page, click the My Setup global link.
- In your Personal Homepage, in the Data and Integration Tools section, click the link for the tool you want to use:
- To import your contacts, click Data and Integration Tools, then click Import Your Contacts.
For more information, see Importing Your Contacts.
- To view information about your pending and completed import requests, click Data and Integration Tools, then click Import Request Queue.
For more information, see Reviewing Import Results.
- To view information about your pending and completed export requests, click Data and Integration Tools, and then click Export Request Queue.
For more information, see Viewing Your Export Requests.
- To install Oracle CRM On Demand Desktop, click Data and Integration Tools, then click Oracle CRM On Demand Desktop, and follow the instructions to complete the installation.
For more information, see Installing Oracle CRM On Demand Desktop.
- To link specific emails to account, contact, lead, opportunity or service request records in Oracle CRM On Demand, click Data and Integration Tools, then click Oracle Outlook Email Integration On Demand.
For more information, see Adding Emails from Microsoft Outlook and Lotus Notes.
- To embed a widget, click Embed CRM On Demand Content.
For more information, see the following topics:
Related Topic
See the following topic for related information about data and integration tools:
|
