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Working with the Social Profile Homepage

The Social Profile Homepage is the starting point for managing social profiles.

NOTE: Your company administrator can customize the layout of your Social Profile 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 Profile Record

To create a social profile record, click the New button in the Recently Modified Social Profiles section of the Social Profile Homepage.

Working with Social Profile Lists

The Social Profile 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 profiles.

Social Profile List

Filters

All Social Profiles

All social profiles to which you have visibility.

Recently Modified Social Profiles

All social profiles 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 Profiles

The Recently Modified Social Profiles section shows the social profiles that were modified most recently.

Click Show Full List to expand the list.

Adding Sections to Your Social Profile Homepage

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

To add sections to your Social Profile Homepage

  1. On the Social Profile Homepage, click Edit Layout.
  2. On the Social Profile 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 profiles:


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