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Working with the Social Media Homepage

The Social Media Homepage is the starting point for managing social media records.

NOTE: Your company administrator can customize the layout of your Social Media Homepage. In addition, if your user role includes the Personalize Homepages privilege, then you can add sections to the page, and remove sections from the page.

Creating a Social Media Record

To create a social media record, click the New button in the Recently Modified Social Media section of the Social Media Homepage.

Working with Social Media Lists

The Social Media Lists section shows a number of filtered lists. Filtered lists are subsets or groups of records that enable you to limit the number of records to work with at a time. Oracle CRM On Demand comes with a set of standard lists. All standard lists are public. You and your managers can create additional lists that are based on different criteria.

The following table describes the standard lists for social media.

Social Media List

Filters

All Social Media

All social media records to which you have visibility.

Recently Modified Social Media

All social media records to which you have visibility, sorted by the modified date.

To view a list, click the list name.

To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.

To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only. So, you cannot edit or delete them.

Viewing Recently Modified Social Media Records

The Recently Modified Social Media section shows the social media records that were modified most recently.

Click Show Full List to expand the list.

Adding Sections to Your Social Media Homepage

If your user role includes the Personalize Homepages privilege, then you might be able to add additional sections to your Social Media Homepage. Your company administrator can make sections available for display on your Social Media Homepage.

To add sections to your Social Media Homepage

  1. On the Social Media Homepage, click Edit Layout.
  2. On the Social Media Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page. Click Save.

Related Topics

See the following topics for related information about social media records:


Published 7/6/2017 Copyright © 2005, 2017, Oracle. All rights reserved. Legal Notices.