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Administering Oracle CRM On Demand > Business Process Management > Data Rules and Assignment > Customizing Your Company's Industry List

Customizing Your Company's Industry List

The Industry field is a picklist field on a number of record types, including the Account, Application, Lead, and Partner record types. It is used to track the type of business that is associated with a record. You can add and remove industries, or change the display name of industries in the list, which enables you to change the industry picklist to match the nomenclature that your company uses.

NOTE: The number of industries that you can add to the list is not limited. However, only the first 300 active industries in the list are available for users to select in the picklist of values in the Industry field on a record detail page. The industry values are sorted in ascending ASCII code order, which means that the sort order is case sensitive. The values that start with a number appear first, followed by the values that start with an uppercase letter, followed by the values that start with a lowercase letter. An industry is active when the Enabled check box is selected for the industry.

The following procedure describes how to update an industry.

To update an industry

1. In the upper-right corner of any page, click the Admin global link.
2. In the Business Process Management section, click the Data Rules and Assignment link.
3. In the Industry Definition section, click the Industry Definition link.
4. In the Industry Edit page, change the information for the industry as necessary.
5. Save your changes.

The following procedure describes how to add an industry.

To add an industry

1. In the upper-right corner of any page, click the Admin global link.
2. In the Business Process Management section, click the Data Rules and Assignment link.
3. In the Industry Definition section, click the Industry Definition link.
4. In the Industry Edit page, in the Translation Language field, select your company's primary language, and then click New.
5. In the new Industry Edit page, enter the information for the industry.
6. Save your changes.

NOTE: The Industry SIC Code is one of the fields on the Industry Edit page. The Standard Industrial Classification (SIC) system is a series of numeric codes that classify all businesses by the types of products or services they make available. Businesses engaged in the same activity, whatever their size or type of ownership, are assigned the same SIC code. The SIC codes were developed to facilitate the collection, tabulation, and analysis of data; and also to improve the comparison of statistical analyses.

The following procedure describes how to enter the translated equivalent of an industry manually.

To manually enter the translated equivalent of an industry

1. In the upper-right corner of any page, click the Admin global link.
2. In the Business Process Management section, click the Data Rules and Assignment link.
3. In the Industry Definition section, click the Industry Definition link.
4. In the Industry Edit page, in the Translation Language field, select the language.
5. Enter the translated equivalent in the Display Name field.
6. Save your changes.

NOTE: When your company is first set up in Oracle CRM On Demand, the default names and the display names of the industries are generated in the default language for your company. If the default language for your company is later changed, then the display names of the industries appear in the new language. However, the default names of the industries continue to appear in the language that was originally the default language for your company.