1. Configuration Guide for Oracle CRM On Demand Life Sciences Edition
  2. What's New in This Release

9Setting Up Custom Objects

Setting Up Custom Objects

This chapter describes how to set up custom objects for Oracle CRM On Demand Life Sciences Edition. It includes the following topics:

About Custom Objects

Most record types are provisioned for you when Customer Care sets up your company to use Oracle CRM On Demand Life Sciences Edition. For more information, see Record Types for Oracle CRM On Demand Life Sciences Edition. Custom objects are record types that you can use to meet your own specialized business requirements, for example, for business functionality that is not provided directly by Oracle CRM On Demand. Custom objects 01 through 10, (Custom Object 01-10) are provisioned by default. Additional custom object record types (Custom Object 11-15), must be provisioned for your company by Customer Care before you can configure them for Oracle CRM On Demand Life Sciences Edition.

Note: Provisioning of more than 15 custom objects (up to a maximum of 40 objects) requires special permission. Contact Customer Care for more information.

Custom Objects 01, 02, and 03 have individual privileges. The privileges for the remaining custom objects are grouped. There is a privilege for Custom Objects 04 through 10, a privilege for Custom Objects 11 through 15, and so on.

In Oracle CRM On Demand Life Sciences Edition, you can use custom objects with the following record types:

  • Account

  • Activity

  • Address

  • Allocation

  • Business Plan

  • Contact

  • Contact Best Time

  • Contact State License

  • Event

  • HCP Contact Allocation

  • Inventory Audit Report

  • Inventory Period

  • Messaging Plan

  • Messaging Plan Item

  • Messaging Plan Item Relations

  • Message Response

  • Objective

  • Order

  • Order Item

  • Plan Accounts

  • Plan Contact

  • Plan Opportunity

  • Sample Disclaimer

  • Sample Inventory

  • Sample Lot

  • Sample Transaction

  • Signature

  • Smart Call

  • Solution

  • Transaction Item

For more information about custom objects, see Oracle CRM On Demand Online Help.

Configuring Custom Objects for Oracle CRM On Demand Life Sciences Edition

Use the following procedure to configure a custom object for a role in Oracle CRM On Demand Life Sciences Edition.

To configure Custom Object N for Oracle CRM On Demand Life Sciences Edition

  1. Enable the privilege for each of the custom objects required, if the privileges are not already enabled for your company.

    Note: Customer Care performs this task.

  2. Configure the field setup for Custom Object N.

    For example, configure the field setup for Custom Object 01 as follows:

    1. In Oracle CRM On Demand, click Admin, and then Application Customization.

    2. In the Record Type Setup section, click Custom Object 01.

    3. In the Field Management section, click the Custom Object 01 Field Setup link.

    4. On the Custom Object 01 Fields page, click New Field, Manage Field Labels, the Edit link or the Edit Picklist link, as necessary, and configure the fields as required to support your business processes. For example:

      • To configure Custom Object 01 for Business Plan, then you must set up the Business Plan field on the Custom Object 01 Fields page.

      • To configure Custom Object 01 for Objective, then you must set up the Objective field on the Custom Object 01 Fields page.

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

  3. Configure a page layout for Custom Object N.

    For instructions on configuring page layouts, see Setting Up Page Layouts for Oracle CRM On Demand Life Sciences Edition.

  4. Display Custom Object N as a Related Information section on the appropriate record type page layout that you want to establish a relationship between.

    For example:

    • If configuring Custom Object 01 for Business Plan, then configure LS Business Plan Page Layout to display Custom Object 01 as a related information section.

    • If configuring Custom Object 01 for Objective, then configure LS Objective Page Layout to display Custom Object 01 as a related information section.

    For information about configuring page layouts, see Setting Up Page Layouts for Oracle CRM On Demand Life Sciences Edition and Page Layout Configurations for the LS Field Sales Rep Role.

  5. Configure the access level for the related Custom Object N.

    For more information, see Setting Up Access Profiles for Life Sciences Roles and Access Levels for the LS Field Sales Rep Role.