2Getting Started
Getting Started
This chapter describes the initial tasks that must be completed before you can configure and start using Oracle CRM On Demand Life Sciences Edition. This chapter includes the following topics:
About This Guide
This guide is for company administrators using Oracle CRM On Demand Life Sciences Edition. It describes the tasks that are performed to configure Oracle CRM On Demand Life Sciences Edition. This guide provides details of the suggested page layouts and roles that you can set up to support the management of life sciences information and the pharmaceutical sales process. Company administrators use Oracle CRM On Demand to manage the company profile, global defaults, users, access controls, data loads, and custom page layouts, in addition to other tasks.
The configuration settings in this guide are suggested settings for the Oracle CRM On Demand Life Sciences Edition. Your company requirements might differ from the suggested settings.
This guide also provides examples of tasks and processes that users perform in Oracle CRM On Demand Life Sciences Edition. For information about configuring and setting up the standard edition of Oracle CRM On Demand, see Oracle CRM On Demand Online Help.
About Oracle CRM On Demand Industry Editions
Oracle CRM On Demand Industry Editions provide capabilities for the following industries. These capabilities help customers to meet industry-specific business requirements.
Automotive
Financial services
See Configuration Guide for Oracle CRM On Demand Financial Services Edition.
High technology
Life sciences
See Configuration Guide for Oracle CRM On Demand Life Sciences Edition (this guide).
For customers to use Oracle CRM On Demand Industry Editions (for example, Oracle CRM On Demand Financial Services Edition or Oracle CRM On Demand Life Sciences Edition), the functionality that is specific to a particular industry such as financial services, life sciences, automotive, or high technology, must be provisioned. After the Oracle CRM On Demand Life Sciences Edition pages and the life sciences administrator role have been set up by the provisioning process, life sciences administrators can start to configure Oracle CRM On Demand Life Sciences Edition. For more information on provisioning, see About Provisioning Oracle CRM On Demand Life Sciences Edition.
About Oracle CRM On Demand Life Sciences Edition
Your company can customize the tasks and processes to support your business requirements. Using Oracle CRM On Demand Life Sciences Edition, you can manage the following:
Account management
Activity management (Contact Call and Account Call Activity)
Business planning
Contact management
Event management
Personalized content delivery
Samples management
For more information about administering order and sample request management using Oracle CRM On Demand, see Oracle CRM On Demand Online Help.
About Provisioning Oracle CRM On Demand Life Sciences Edition
If your company plans to use Oracle CRM On Demand Life Sciences Edition, then your first task is to contact Customer Care and ask the agent to set up your company to use Oracle CRM On Demand Life Sciences Edition. The initial setup process, which is referred to as provisioning, makes available Web pages, features, and fields, which can differ from the standard edition of Oracle CRM On Demand, but are relevant to your business.
When Customer Care provisions Oracle CRM On Demand Life Sciences Edition for your company, Customer Care adds a number of life sciences record types to your Oracle CRM On Demand application. For more information about these life sciences record types, see Roadmap for Configuring Oracle CRM On Demand Life Sciences Edition and Record Types for Oracle CRM On Demand Life Sciences Edition.
Customer Care also creates the access profiles for Oracle CRM On Demand Life Sciences Edition and the life sciences administrator role, and assigns this role to your company administrator. This role gives company administrators the privileges and access options that they require to configure the Oracle CRM On Demand application, create other roles, and grant the same privileges and access options to other roles. The configuration tasks are described in the following chapters.
Customer Care can also set up other features in Oracle CRM On Demand Life Sciences Edition, including the following:
Custom record types
How your company accesses Oracle CRM On Demand
How your company manages large volumes of data
How your company handles record locking for certain life sciences record types, to meet regulatory guidelines to enhance data integrity and data quality
Record Types for Oracle CRM On Demand Life Sciences Edition
In Oracle CRM On Demand Life Sciences Edition, the following record types for life sciences have preconfigured fields for use in life sciences industries. You configure these life sciences record types only if the record types are required for your company’s specific requirements.
When Customer Care provisions Oracle CRM On Demand Life Sciences Edition for your company, Customer Care adds the following life sciences record types to your Oracle CRM On Demand application:
Account
Activity
Allocation
Business Plan
Blocked Products
Contact
Contact Best Time
Contact State License
Event, and its child record, Invitee
HCP Contact Allocation
Inventory Audit Report
Inventory Period
Messaging Plan
Messaging Plan Item
Messaging Plan Item Relations
Message Response
Order
Order Item
Objective
Product Indication
Plan Accounts
Plan Contact
Plan Opportunity
Sample Disclaimer, and its child record, Related Disclaimer
Sample Inventory
Sample Lot
Sample Request
Sample Request item
Sample Transaction
Signature
Smart Call
Solution
Transaction Item
For more information about each of these life sciences record types, see Oracle CRM On Demand Online Help.
About Life Sciences Preferences
You can set up the following preferences on the Life Sciences Related Preferences page in Oracle CRM On Demand Life Sciences Edition:
Life Sciences Preference:
Generate Call Activity History
Allow Submission of Future Calls & Sample Transactions
Define Sample Related Preferences:
Number of Times a Contact Can Be Sampled
Enable Filtering of Product Selection by Sales Rep Allocation
Enable Contact State License Validation
Enable Signature Validation
For detailed information on how to set these preferences, see Oracle CRM On Demand Online Help.
Roadmap for Configuring Oracle CRM On Demand Life Sciences Edition
To configure Oracle CRM On Demand Life Sciences Edition, perform the following tasks:
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.
Sign in to Oracle CRM On Demand.
Configure the field setup.
For more information, see Configuring the Fields for Oracle CRM On Demand Life Sciences Edition.
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.
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.
Select the order usage option for Oracle CRM On Demand Life Sciences Edition.
For more information, see Selecting the Order Usage Option.
Create roles for Oracle CRM On Demand Life Sciences Edition.
For more information, see Creating Life Sciences Roles.
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.
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.