Configuration Guide for Oracle CRM On Demand Life Sciences Edition > Configuring Key Accounts >
Process of Configuring Key Account Management Record Types
You must configure certain key planning and marketing record types in Oracle CRM On Demand Life Sciences Edition so that they are linked to or can be associated with each other to provide an integrated solution for business planning, budgeting, and marketing. For information on the restrictions, see Restrictions on Configuring Key Account Management Record Types. To configure key account management record types for Oracle CRM On Demand Life Sciences Edition, perform the following tasks:
- Set up the workflow rules that will trigger integration events for the following key business planning, budgeting, and marketing record types as required:
- Make sure that the key business planning, budgeting, and marketing record types are added to or can be displayed on the appropriate page layouts, as described in the following table. For example, do the following:
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