Oracle CRM On Demand Documentation Library: Record Type Access for the LS Field Sales Rep Role

Table 7 shows the record type access that life sciences administrators configure for the LS Field Sales Rep role. For example, select the Has Access and Can Create check boxes for the Account record type, but do not select the Can Read All Records check box. For instructions on creating a life sciences role, see Creating Life Sciences Roles.

Table 7. Record Type Access for the LS Field Sales Rep Role
Record Type	Has Access	Can Create	Can Read All Records
Account	Selected	Selected	Not selected
Activity	Selected	Selected	Not selected
Allocation	Selected	Not selected	Not selected
Blocked Products	Selected	Not selected	Not selected
Book	Selected	Not selected	Not selected
Business Plan	Selected	Selected	Not selected
Campaign	Selected	Selected	Not selected
Contact	Selected	Selected	Not selected
Contact State License	Selected	Selected	Selected
Custom Object 01-40 NOTE: Custom objects 16-40 require special permission. See About Custom Objects.	Selected (for custom objects as required)	Selected (for custom objects as required)	Selected (for custom objects as required)
Event	Selected	Selected	Not selected
Forecast	Selected	Selected	Not selected
HCP Contact Allocation	Selected	Not selected	Not selected
Inventory Audit Report	Selected	Selected	Not selected
Inventory Period	Selected	Selected	Not selected
Message Response	Selected	Selected	Not selected
Messaging Plan	Selected	Not selected	Not selected
Messaging Plan Item	Selected	Not selected	Selected
Messaging Plan Item Relations	Selected	Not selected	Selected
Objective	Selected	Selected	Not selected
Order	Selected	Selected	Not Selected
Order Item	Selected	Selected	Not Selected
Plan Accounts	Selected	Selected	Selected
Plan Contact	Selected	Selected	Selected
Plan Opportunity	Selected	Selected	Selected
Product Indication	Selected	Not selected	Selected
Products Detailed	Selected	Selected	Selected
Related Disclaimer	Selected	Not selected	Selected
Sample Disclaimer	Selected	Not selected	Selected
Sample Inventory	Selected	Selected	Not selected
Sample Lot	Selected	Not selected	Selected
Sample Request	Selected	Selected	Not Selected
Sample Request Item	Selected	Selected	Not Selected
Sample Transaction	Selected	Selected	Not selected
Signature	Selected	Selected	Not selected
Smart Call	Selected	Selected	Selected
Solution	Selected	Not selected	Not selected
Transaction Item	Selected	Selected	Not selected

Configuration Guide for Oracle CRM On Demand Life Sciences Edition, Release 37		Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Legal Notices.