Configuration Guide for Oracle CRM On Demand Life Sciences Edition
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Getting Started
About This Guide
About Oracle CRM On Demand Industry Editions
About Oracle CRM On Demand Life Sciences Edition
About Provisioning Oracle CRM On Demand Life Sciences Edition
Record Types for Oracle CRM On Demand Life Sciences Edition
About Life Sciences Preferences
Roadmap for Configuring Oracle CRM On Demand Life Sciences Edition
Configuring Required Fields
Configuring the Fields for Oracle CRM On Demand Life Sciences Edition
About Field Setup
About Sample Transaction Field Setup
About Account Contact Field Setup
About Call Type Picklist Setup for Account and Contact
About Type Picklist Setup for Order and Sample Requests
About Required Fields for Account Call and Contact Call
Setting Up Page Layouts
Page Layouts in Oracle CRM On Demand Life Sciences Edition
Setting Up Page Layouts for Oracle CRM On Demand Life Sciences Edition
Page Layout Configurations for the LS Field Sales Rep Role
Page Layouts for the LS Field Sales Rep Role
Page Sections for the LS Field Sales Rep Role Page Layouts
Field Setup and Layout for the LS Field Sales Rep Role Page Layouts
Related Information Sections for the LS Field Sales Rep Role Page Layouts
Call Product Detail Page Layout
Setting Up Structured Product Messaging Dynamic Page Layouts
Setting Up Access Profiles and the Order Usage Option
Setting Up Access Profiles for Life Sciences Roles
Access Profile Settings for the LS Field Sales Rep Role
Access Profiles for the LS Field Sales Rep Role
Access Levels for the LS Field Sales Rep Role
Selecting the Order Usage Option
Setting Up Roles
Creating Life Sciences Roles
Role Settings for the LS Field Sales Rep Role
Record Type Access for the LS Field Sales Rep Role
Privileges for the LS Field Sales Rep Role
Tab Access and Order for the LS Field Sales Rep Role
Page Layout Assignment for the LS Field Sales Rep Role
Setting Up a Business Process to Lock Records
Setting Up Business Processes to Lock Records in Oracle CRM On Demand Life Sciences Edition
Creating a Business Process to Lock Call Activity Records
Creating a Business Process to Lock Sample Transaction Records
Creating a Business Process to Lock Messaging Plan Records
Creating a Business Process to Lock Solution Records
Creating a Business Process to Lock Validated Address Records
Creating a Business Process to Lock Sample Request Records
Creating a Business Process to Lock Call Product Detail Records
Creating a Business Process to Lock Sample Disclaimer Records
Creating a Business Process to Lock Records in General
Data Loading
About Importing Data into Oracle CRM On Demand
Process of Loading the Seed Data
For more information about importing seed data, see the topic about importing your data in Oracle CRM On Demand Online Help.
Setting Up Custom Objects
About Custom Objects
Configuring Custom Objects for Oracle CRM On Demand Life Sciences Edition
Configuring Key Accounts
About Key Account Management
Restrictions on Configuring Key Account Management Record Types
Process of Configuring Key Account Management Record Types
