Configuration Guide for Oracle CRM On Demand Life Sciences Edition > Getting Started >

Roadmap for Configuring Oracle CRM On Demand Life Sciences Edition

To configure Oracle CRM On Demand Life Sciences Edition, perform the following tasks:

1. If you have not already done so, then contact Customer Care, and ask the agent to provision your Oracle CRM On Demand application to use Oracle CRM On Demand Life Sciences Edition.
2. Sign in to Oracle CRM On Demand.
3. Configure the field setup.

   For more information, see Configuring the Fields for Oracle CRM On Demand Life Sciences Edition.

4. Set up the page layouts for each role that you plan to create for Oracle CRM On Demand Life Sciences Edition. This includes page layouts for structured product messaging (SPM), if required.

   For more information, see Setting Up Page Layouts for Oracle CRM On Demand Life Sciences Edition and Setting Up Structured Product Messaging Dynamic Page Layouts.

5. Set up the access profiles for the roles that you plan to create.

   For more information, see Setting Up Access Profiles for Life Sciences Roles.

6. Select the order usage option for Oracle CRM On Demand Life Sciences Edition.

   For more information, see Selecting the Order Usage Option.

7. Create roles for Oracle CRM On Demand Life Sciences Edition.

   For more information, see Creating Life Sciences Roles.

8. Configure record locking for Oracle CRM On Demand Life Sciences Edition.

   For more information, see Setting Up Business Processes to Lock Records in Oracle CRM On Demand Life Sciences Edition.

9. If your company plans to use samples management functionality, then load the seed data for the following:
   • Allocation
   • HCP Contact Allocation
   • Inventory Period
   • Product
   • Product Categories
   • Sample Inventory
   • Sample Lot
   • Users

     For more information, see Data Loading.