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Administering Oracle CRM On Demand > Application Plug-Ins > Configuring Oracle Social Network Integration Settings

Configuring Oracle Social Network Integration Settings

This topic describes how to configure the settings for integrating Oracle Social Network with Oracle CRM On Demand. As part of the configuration, you specify the record types that are to be available for sharing in Oracle Social Network. The following record types in Oracle CRM On Demand can be shared as social objects in Oracle Social Network:

• Account
• Opportunity
• Service Request

  You can make one or more of these record types available for sharing in Oracle Social Network.

You also specify which fields from each record type are passed to Oracle Social Network. For each record type, you can select up to a maximum of 10 fields for the record in Oracle Social Network, and you can specify the order in which the fields are displayed.

NOTE: When a record is shared in Oracle Social Network, a title is displayed in the heading of the social object for the record in Oracle Social Network. The title that appears in the social object in Oracle Social Network is the same as the title of the record in the record Detail page in Oracle CRM On Demand. The title is not counted as one of the 10 fields that you can select to be displayed in Oracle Social Network.

To configure the Oracle Social Network integration settings, complete the steps in the following procedure. This task is a step in Process of Integrating Oracle Social Network with Oracle CRM On Demand.

Before you begin. To perform the following procedure, you must have the Manage Oracle Social Network Integration privilege in your user role. In addition, you must have the following information:

• The URL for your company's instance of Oracle Social Network
• An integration user ID and integration password for Oracle Social Network

To configure Oracle Social Network integration settings

1. In the upper-right corner of any page, click the Admin global link.
2. In the Application Plug-Ins section, click Oracle Social Network to open the Oracle Social Network Administration wizard.
3. In the Oracle Social Network Administration wizard, in Step 1, General Configuration, enter the following information:
   • The URL for your company's Oracle Social Network instance
   • The integration user ID for Oracle Social Network
   • The integration password for Oracle Social Network
4. In Step 2, Record Type Access, do the following for each record type that you want to allow users to share in Oracle Social Network:
   1. Select the Enable in OSN? check box.
   2. Click Field Setup for the record type, and move the fields that you want to appear in the social object in Oracle Social Network from the Available Fields list to the Selected Fields list. You can select up to a total of 10 fields.
   3. In the Selected Fields list, use the up and down arrows to arrange the order in which the fields are to appear in the social object in Oracle Social Network.

      The fields are shown in two columns in the social object in Oracle Social Network. The first field in the Selected Fields list appears at the top left of the social object, the second field appears at the top-right, the third field appears below the first field on the left of the record, and so on.

5. When you finish setting up the record type access and the fields for each record type, click Finish to save your changes.

NOTE: After you configure the Oracle Social Network integration settings, the Social related information section becomes available for each of the record types that you enabled for integration with Oracle Social Network. You can add the Social section to the page layouts for the record type as necessary. The Social section is not added to any page layout by default.