Oracle CRM On Demand for Partner Relationship Management Configuration Guide > Managing Partner Relationships > About Partner Account and Profiling Management >

About Book Management

Using books to manage visibility to partner records ensures that one partner organization's critical information or records are secure from users in another partner organization unless one partner organization explicitly gives another access rights. Books also control visibility to records, so that all of the users who are associated with a partner organization's book have visibility to the partner organization record, and to all records that are linked to the partner organization's book. When a partner account is linked to another record, the linked record can also be associated with the partner organization's book.

Records can be associated with books either manually (by adding the book to the Book related information section on a record), or through workflow rules. For information about using workflow rules to associate books with records, see Process of Configuring Books and Workflow Rules for Oracle CRM On Demand for Partner Relationship Management.

The record types that books can be associated with are as follows:

• Account
• Application
• Deal Registration
• MDF Requests
• SP Requests
• Partner
• Partner Program
• Opportunity
• Lead
• Fund

Table 26 describes some of the fields that are important when defining a book for a partner organization.