Configuring Oracle CRM On Demand for Partner Relationship Management

This chapter describes how to configure Oracle CRM On Demand for Partner Relationship Management. It includes the following topics:

About Configuring Oracle CRM On Demand for Partner Relationship Management

This chapter provides suggested configurations for certain roles in Oracle CRM On Demand for Partner Relationship Management, including page layouts and access profiles for those roles. It also describes the following:

How to configure books and workflow rules for Oracle CRM On Demand for Partner Relationship Management
How to add and manage users (that is, partner users) for Oracle CRM On Demand for Partner Relationship Management
Your company requirements might differ from the settings suggested in this chapter.

Configuring Oracle CRM On Demand for Partner Relationship Management for your company involves setting up user roles, users, books, and workflow rules.

The PRM administrator can set up as many roles as are required to support the brand owner’s business processes. The configuration settings described in this chapter are the suggested settings for the following roles in Oracle CRM On Demand for Partner Relationship Management:

Channel Manager role. You typically assign the Channel Manager role to one or more users in the brand owner company who are responsible for maintaining the relationship between the partner organizations and the brand owner company.
Partner Sales Representative role. The Partner Sales Representative role is suitable for users who are members of partner organizations. Users from partner organizations typically have access only to records that relate specifically to their partner organization.
Partner Administrator role. You usually give the Partner Administrator Role to one or more users in a partner organization. These users have the responsibility for creating and editing the partner users of Oracle CRM On Demand. It is recommended that you set up this role in a similar fashion to the Partner Sales Representative role, but with some additional access. Some brand owners will choose not to use this role.

Your company might require roles other than those described in this topic. Before you begin your configuration tasks, do the following:

Contact Customer Care to have Oracle CRM On Demand for Partner Relationship Management provisioned for your company, as described in Provisioning Oracle CRM On Demand for Partner Relationship Management.
Determine the fields, page layouts, access profiles, and roles that you must configure to support your company's business needs. Your company requirements might differ from the settings suggested in this chapter.

Migrating Fund Requests from Previous Releases

The Special Pricing Request and MDF Request record types were introduced in Release 18 to replace the Fund Requests record type. If you are currently using fund requests, then you can either continue to use them or you can manually migrate them to the Special Pricing Requests and MDF Requests record types. It is recommended that you do the latter with the current release.

You can migrate fund requests either directly after the upgrade or later, depending on your needs. After the migration, you must not use Fund Requests with Special Pricing Requests and MDF Requests, because this will be problematic. You can access the existing fund request records through the Special Pricing Request and MDF Request record types.

The manual migration to the Special Pricing Request and MDF Request record types involves using the Oracle CRM On Demand for Partner Relationship Management user interface and the batch update capabilities. A script is not provided. Before the migration, all of the fund request records that will be included in this process must have the record type defined as SPA or MDF.

Complete the steps in the following procedure to manually migrate fund requests.

To migrate fund requests

Define the principal partner account for each migrated record.
For more information on creating and modifying partner records, see Oracle CRM On Demand Online Help.
For example, you can set the principal partner account as the partner organization of the record owner.

Migrate the Fund Request Status field values to the Special Pricing and MDF Request Submission Status, Approval Status, and Claim Status field values as shown in the following table:

Fund Request Field		Special Pricing or MDF Request Field
Status	Submission Status	Approval Status	Claim Status
In Process	Not Submitted	Blank	Blank
Pre-Approval Submitted	Submitted	Pending Approval Note: this status is set automatically after updating the Submission Status.	Blank
Pre-Approval Denied	Submitted	Rejected	Blank
Pre-Approved	Submitted	Approved	In Progress
Claim Submitted	Submitted	Approved	Claim Submitted
Claim Denied	Submitted	Approved	Claim Denied
Claim Approved	Submitted	Approved	Claim Approved

For all fund request submission status fields except In Process, you must set Submission Status to Not Submitted, save the record, and then set it to Submitted.
For all Special Pricing and MDF Request Approval Status fields except In Process and Pre-Approval Submitted, you must set the Submission Status, save the record, and then update the Approval Status.

Note: You must ensure accurate migration of status field values, because these field values determine the logic for other record types that utilize funds.

In Oracle CRM On Demand, Remove Fund Requests from User Roles, Access Profiles, Related Item lists, and so on. Replace Fund Requests with the Special Pricing Requests or MDF Requests accordingly.

After the manual migration, the Special Pricing and MDF Request fields must map to the corresponding Fund Request fields (depending on the type of fund request) as shown in the following table:

Fund Request Field	Special Pricing Request Field	MDF Request Field
Pre-Approval Req.	Total Amount Requested	Amount Requested
Granted	Total Amount Authorized	Amount PreApproved
Claim Req.	Total Claim Amount Req.	Total Claim Amount Requested
Approved	Total Claim Amount Approved	Total Claim Amount Approved
Pre-Approval Date	Not Applicable	Pre-Approval Date

About the Shared Address Functionality

Starting with Release 20, your company can choose to use the shared address functionality in Oracle CRM On Demand. If your company administrator enables the shared address functionality by selecting the Enable Shared Addresses check box on the company profile, then the addresses that users create in the Address pages can be associated with multiple account, contact, or partner records. Companies that do not have the Enable Shared Addresses check box selected use the unshared address functionality, that is, they do not share address information between any records, and the address information in each record is specific to that record. For more information about the shared address functionality and how to use it, see Oracle CRM On Demand Online Help.

Roadmap for Configuring Oracle CRM On Demand for Partner Relationship Management

To configure Oracle CRM On Demand for Partner Relationship Management, perform the following processes and tasks:

Setting Up Page Layouts

This task is a step in Roadmap for Configuring Oracle CRM On Demand for Partner Relationship Management.

It is recommended that you set up page layouts for each role that you intend to create in Oracle CRM On Demand for Partner Relationship Management.

When setting up a page layout, you can create a new layout, or you can copy or edit an existing layout. You can add fields to the page layout as well as to the sections within the page, and you can also make available the related information in the page layout.

Note: The page layouts described in this guide are the layouts for the Detail and Edit pages where users view and edit existing records of the relevant record types. You can optionally create separate layouts for the pages where users enter information for new records, and then assign those layouts to your user roles. For information about creating layouts for new record pages, see Oracle CRM On Demand Online Help.

Record Types for Which PRM Administrators Set Up Page Layouts

PRM administrators typically set up page layouts for both the Channel Manager role and for the Partner Sales Representative role.

Channel Manager Role

For the Channel Manager role, the PRM administrator sets up page layouts for the following record types:

Accreditation
Accreditation Request
Application
Business Plan
Certification
Certification Request
Course
Course Enrollment
Deal Registration
Exam
Exam Registration
Fund
Fund Request
Lead
MDF Request
Objective
Opportunity
Partner
Price List
Price List line Item
Service Request
Solution
Special Pricing Product
Special Pricing Request

Partner Sales Representative Role

For the Partner Sales Representative role, the PRM administrator sets up page layouts for the following record types:

Accreditation
Accreditation Request
Application
Certification
Certification Request
Course
Course Enrollment
Deal Registration
Exam
Exam Registration
Fund
Fund Request
Lead
MDF Request
Objective. Consider your company's business processes and decide whether objective pages should be available to partner sales representatives.
Opportunity
Partner. Although it is possible to make the Partner pages available to partner sales representatives, doing so is not recommended.
Partner Program
Service Request. It is recommended that service requests are also made available to a separate Partner Service Representative role for partner employees who primarily work on service requests.
Solution
Special Pricing Product
Special Pricing Request

Complete the steps in the following procedure for each page layout that you want to set up.

Note: Some of the suggested page layouts for the Partner Sales Representative role are copies of the page layouts for the Channel Manager role. Complete the setup of the page layouts for the Channel Manager role before you copy them for the Partner Sales Representative role.

To set up a page layout for Oracle CRM On Demand for Partner Relationship Management

In Oracle CRM On Demand, click the Admin link, then Application Customization.
In the Record Type Setup section, click the link for the required record type.
For example, click the Opportunity record type. For more information, see the following:
- For information on the typical page layouts for the Channel Manager role, see Page Layouts for the Channel Manager Role.
- For information on the typical page layouts for the Partner Sales Representative role, see Page Layouts for the Partner Sales Representative Role.
In the Page Layout Management section, click the link for the required page layout type.
For example, click the link for the Opportunity Page Layout.
Perform the following steps:
1. On the record type Page Layout page, click Copy (the link next to a layout) to create a new layout that is based on an existing layout, or click New Layout on the title bar to create a new layout.
2. In Step 1 of the Page Layout Wizard, enter a name for the layout and a description (optional).
3. Click Finish to save the layout.
  
  Note: You will return later to the Page Layout Wizard to finish setting up the page layout.
On the record type Page Layout page, click the Edit Sections link for the layout that you want to configure.
In the Section Names Setup page, enter the labels for any new sections that you want to set up on the page layout.
- For information on the typical page sections for the Channel Manager role, see Page Sections for the Channel Manager Role Page Layouts.
- For information on the typical page sections for the Partner Sales Representative role, see Page Sections for the Partner Sales Representative Role Page Layouts.
Click Save.
On the record type Page Layout page, click the Edit link for the layout that you want to configure.
In the Page Layout Wizard, go to Step 2 (Field Setup), and specify the field setup for the page layout.
For each available field, select either the Required or the Read-Only check box to support your business processes. For more information, see the following:
- For more information on typical fields and field layouts (including details of required fields) for the Channel Manager role, see Page Section Layouts for the Channel Manager Role Page Layouts.
- For more information on typical fields and field layouts (including details of required fields) for the Partner Sales Representative role, see Page Section Layouts for the Partner Sales Representative Role Page Layouts.
In the wizard, go to Step 3 (Field Layout), and configure the field layout for the page.
Click the arrows to add fields to the various page sections. Remove any fields that you do not want by moving them from the page sections to the Available Fields list. For more information, see the following:
- For more information on typical field layouts for the Channel Manager role, see Page Section Layouts for the Channel Manager Role Page Layouts.
- For more information on typical field layouts for the Partner Sales Representative role, see Page Section Layouts for the Partner Sales Representative Role Page Layouts.
In the wizard, go to Step 4 (Related Information), and configure the related information that is available on this page.
Click the arrows to add fields to the appropriate sections. The options are as follows: Additional Information and Displayed Information. For more information, see the following:
- For more information on typical related information sections for the Channel Manager role, see Related Information Sections for the Channel Manager Role Page Layouts.
- For more information on typical related information sections for the Partner Sales Representative role, see Related Information Sections for the Partner Sales Representative Role Page Layouts.
Click Finish.

Page Layout Configurations for the Channel Manager Role

This topic describes the page layouts that company administrators typically configure for the Channel Manager role. It contains the following information:

Page Layouts for the Channel Manager Role

The following table shows examples of specific layouts that support the Channel Manager role.

Note: The Channel Manager role is created by copying the PRM Administrator role, so the page layouts assigned to the Channel Manager role are initially the same as the page layouts assigned to the PRM Administrator role. However, for certain record types, it is recommended that you configure page layouts that are specific to the Channel Manager role. The layouts that you are recommended to create are listed in the following table. After you create the Channel Manager role later in the configuration process, you assign these page layouts to the role. Do not change the page layouts for the other record types for the Channel Manager role unless your business requires it.

Table Page Layouts for the Channel Manager Role

Record Type	Page Layout to Copy	New Page Layout Name
Accreditation	Accreditation Page Standard Layout	Accreditation Page Channel Manager Layout
Accreditation Request	Accreditation Request Page Standard Layout	Accreditation Request Page Channel Manager Layout
Application	Application Page Standard Layout	Application Page Channel Manager Layout
Business Plan	Business Plan Page Standard Layout	Business Plan Page Channel Manager Layout
Certification	Certification Page Standard Layout	Certification Page Channel Manager Layout
Certification Request	Certification Request Page Standard Layout	Certification Request Page Channel Manager Layout
Course	Course Page Standard Layout	Course Page Channel Manager Layout
Course Enrollment	Course Enrollment Page Standard Layout	Course Enrollment Page Channel Manager Layout
Deal Registration	Deal Registration Page Standard Layout	Deal Registration Page Channel Manager Layout
Exam	Exam Page Standard Layout	Exam Page Channel Manager Layout
Exam Registration	Exam Registration Page Standard Layout	Exam Registration Page Channel Manager Layout
Fund	Fund Page Standard Layout	Fund Page Channel Manager Layout
Fund Request	Fund Request Page Standard Layout	Fund Request Page Channel Manager Layout
Lead	Lead Page Standard Layout	Lead Page Channel Manager Layout
MDF Request	MDF Request Page Standard Layout	MDF Request Page Channel Manager Layout
Objective	Objective Page Standard Layout	Objective Page Channel Manager Layout
Opportunity	Opportunity Page Standard Layout	Opportunity Page Channel Manager Layout
Partner	Partner Page Standard Layout	Partner Page Channel Manager Layout
Price List	Price List Page Standard Layout	Price List Page Channel Manager Layout
Price List Line Item	Price List Line Item Page Standard Layout	Price List Line Item Page Channel Manager Layout
Service Request	Service Request Page Standard Layout	Service Request Page Channel Manager Layout
Solution	Solution Page Standard Layout	Solution Page Channel Manager Layout
Special Pricing Product	Special Pricing Product Page Standard Layout	Special Pricing Product Page Channel Manager Layout
Special Pricing Request	Special Pricing Request Page Standard Layout	Special Pricing Request Page Channel Manager Layout

Page Sections for the Channel Manager Role Page Layouts

The following table describes the sections that company administrators typically set up for page layouts for the Channel Manager role.

Table Page Sections for the Channel Manager Page Role Page Layouts

Page Layout	Existing Section Name	New Section Name
Accreditation Page Channel Manager Layout	Key Information	Do not rename.
	Accreditation Details	Do not rename.
	Contact Information	Do not rename.
	Additional Information	Do not rename.
Accreditation Request Page Channel Manager Layout	Key Request Information	Do not rename.
Accreditation Request Page Channel Manager Layout	Additional Information	Do not rename.
Application Page Channel Manager Layout	Company Profile	Do not rename.
	Application Submitted By	Do not rename.
	Partnership Information	Do not rename.
	Additional Information	Do not rename.
Business Plan Page Channel Manager Layout	Key Plan Information	Do not rename.
Business Plan Page Channel Manager Layout	SWOT Analysis	Do not rename.
Certification Page Channel Manager Layout	Key Information	Do not rename.
	Certification Details	Do not rename.
	Contact Information	Do not rename.
	Additional Information	Do not rename.
Certification Request Page Channel Manager Layout	Key Request Information	Do not rename.
Certification Request Page Channel Manager Layout	Additional Information	Do not rename.
Course Page Channel Manager Layout	Key Information	Do not rename.
	Course Details	Do not rename.
	Contact Information	Do not rename.
	Additional Information	Do not rename.
Course Enrollment Page Channel Manager Layout	Key Enrollment Information	Do not rename.
Course Enrollment Page Channel Manager Layout	Additional Information	Do not rename.
Deal Registration Page Channel Manager Layout	Deal Registration Key Information	Do not rename.
	Opportunity Information	Do not rename.
	Customer Information	Do not rename.
	Approval Information	Do not rename.
	Additional Information	Do not rename.
Exam Page Channel Manager Layout	Key Information	Do not rename.
	Exam Details	Do not rename.
	Contact Information	Do not rename.
	Additional Information	Do not rename.
Exam Registration Page Channel Manager Layout	Key Registration Information	Do not rename.
Exam Registration Page Channel Manager Layout	Additional Information	Do not rename.
Fund Page Channel Manager Layout	Key Fund Information	Do not rename.
Fund Request Page Channel Manager Layout	Key Fund Request Information	Do not rename.
	Fund Request Detail Information	Preapproval Information
	Additional Information	Claim Information
	Available Section	Additional Information
Lead Page Channel Manager Layout	Key Lead Information	Do not rename.
	Opportunity Related Information	Do not rename.
	Additional Information	Owner Information
	Available Section	Additional Information
MDF Request Page Channel Manager Layout	Key MDF Request Information	Do not rename.
	MDF Request Detail Information	Do not rename.
	Claim Information	Do not rename.
	Additional Information	Do not rename.
Objective Plan Page Channel Manager Layout	Key Objective Information	Do not rename.
	Target Information	Do not rename.
	Additional Information	Do not rename.
Opportunity Page Channel Manager Layout	Key Opportunity Information	Do not rename.
	Sales Detail Information	Do not rename.
	Available Section	Registration Information
	Additional Information	Owner Information
	Available Section	Additional Information
Partner Page Channel Manager Layout	Key Partner Information	Do not rename.
	Profile Information	Do not rename.
	Additional Company Profile	Do not rename.
	Additional Information	Do not rename.
Price List Page Channel Manager Layout	Key Price List Information	Do not rename.
Price List Page Channel Manager Layout	Additional Information	Do not rename.
Price List Line Item Page Channel Manager Layout	Key Product Information	Do not rename.
	Key Product Line Item Information	Do not rename.
	Additional Information	Additional Information
Service Request Page Channel Manager Layout	Contact Information	Do not rename.
	Service Detail Information	Do not rename.
	Available Section	Customer Satisfaction
Solution Page Channel Manager Layout	Solution Detail Information	Do not rename.
Special Pricing Product Page Channel Manager Layout	Key Product Information	Do not rename.
	Special Pricing Request Detail Information	Do not rename.
	Special Pricing Request Justification	Do not rename.
	Additional Information	Do not rename.
Special Pricing Request Page Channel Manager Layout	Key Special Pricing Request Information	Do not rename.
	Special Pricing Request Detail Information	Do not rename.
	Claim Information	Do not rename.
	Additional Information	Do not rename.

Page Section Layouts for the Channel Manager Role Page Layouts

The following table shows the page section layouts that company administrators typically set up in the page layouts for the Channel Manager role.

Table Page Section Layouts for the Channel Manager Role Page Layouts

Page Layout	Page Section Layout
Accreditation Page Channel Manager Layout	Key Information
	Name
	Type
	Status
	Available From
	Accreditation ID
	Primary Product Category
	Primary Product
	Available Till
	Accreditation Details
	Validity (Months)
	Renewable
	Website
	Currency
	Accreditation Fee
	Payment Options
	Contact Information
	Contact
	Contact: First Name
	Contact: Last Name
	Contact: Account
	Contact: Email
	First Name
	Last Name
	Account
	E-mail
	Phone
	Additional Information
	Created By
	Created: Date
	Owner
	Modified By
	Modified: Date
	Description
Accreditation Request Page Channel Manager Layout	Key Request Information
	Accreditation
	Objective
	Request Date
	Accreditation Number
	Renewable
	Partner
	Accreditation Date
	Accreditation Status
	Expiration Date
	Additional Information
	Created By
	Created: Date
	Owner
	Modified By
	Modified: Date
	Description
Application Page Channel Manager Layout	Company Profile
	Name
	Location
	Main Phone #
	Main Fax #
	Web Site
	Number of Employees
	Annual Revenue
	Industry
	Owner
	Address
	Application Submitted By
	First Name
	Last Name
	Work Phone #
	Cellular Phone #
	Work Fax #
	Email Address
	Job Title
	Submission Status
	Current Approver
	Partnership Information
	Approval Status
	Submitted Date
	Approved Date
	Processed By: Name
	Reject Reason
	Created
	Partner Program
	Program Level
	Partner Type
	Expected Partnership Benefits
	Existing Partnerships
	Modified
	Additional Information
	Source
	Campaign
	Application ID
	Partner
Business Plan Page Channel Manager Layout	Key Plan Information
	Plan Name
	Period
	Period: Start Date
	Period: End Date
	Type
	Status
	Principal Partner Account
	Product Name
	Plan Revenue
	Currency
	Owner
	Description
	SWOT Analysis
	Strengths
	Weaknesses
	Opportunities
	Threats
Certification Page Channel Manager Layout	Key Information
	Name
	Type
	Status
	Available From
	Certification ID
	Primary Product Category
	Primary Product
	Available Till
	Certification Details
	Validity (Months)
	Renewable
	Website
	Currency
	Certification Fee
	Payment Options
	Contact Information
	Contact
	Contact: First Name
	Contact: Last Name
	Contact: Account
	Contact: Email
	First Name
	Last Name
	Account
	E-mail
	Phone
	Additional Information
	Created By
	Created: Date
	Owner
	Modified By
	Modified: Date
	Description
Certification Request Page Channel Manager Layout	Key Request Information
	Certification
	Objective
	Request Date
	Certification Number
	Renewable
	Candidate
	Certification Date
	Certification Status
	Expiration Date
	Additional Information
	Created By
	Created: Date
	Owner
	Modified By
	Modified: Date
	Description
Course Page Channel Manager Layout	Key Information
	Name
	Type
	Status
	Available From
	Course ID
	Primary Product Category
	Primary Product
	Available Till
	Course Details
	Duration (Hours)
	Course Length (Days)
	Format
	Medium
	External Unique ID
	Website
	Hands-On Lab
	Exam
	Currency
	Course Fee
	Payment Options
	Objective
	Contact Information
	Contact
	Contact: First Name
	Contact: Last Name
	Contact: Account
	Contact: Email
	First Name
	Last Name
	Account
	E-mail
	Phone
	Additional Information
	Created By
	Created: Date
	Owner
	Modified By
	Modified: Date
	Description
Course Enrollment Page Channel Manager Layout	Key Enrollment Information
	Course
	Objective
	Enrollment Date
	Enrollment Status
	Candidate
	Enrollment Number
	Completion Date
	Course Partner
	Additional Information
	Created By
	Created: Date
	Owner
	Modified By
	Modified: Date
Deal Registration Page Channel Manager Layout	Deal Registration Key Information
	Name
	Type
	Submission Status
	Expiration Date
	Special Price Reqd
	ID
	Principal Partner
	Principal Partner Location
	Partner Program
	Support Reqd
	Opportunity Information
	Associated Opportunity
	New Opportunity
	Currency
	Deal Size
	Close Date
	Product Interest
	Next Step
	Customer Information
	Associated Customer
	New Customer
	Company Name
	Country
	Address 1
	Address 2
	City
	Province
	Post Code
	Fax
	Associated Contact
	New Contact
	Mr./Ms.
	First Name
	Middle Name
	Last Name
	Job Title
	Email
	Telephone #
	Cell Phone
	Approval Information
	Approval Status
	Current Approver
	Final Approver
	Submitted Date
	Approved Date
	Reject Reason
	Additional Information
	Owner
	Owner Partner Account
	Originating Partner Account
	Created
	Modified
	Description
Exam Page Channel Manager Layout	Key Information
	Name
	Type
	Status
	Available From
	Exam ID
	Primary Product Category
	Primary Product
	Available Till
	Exam Details
	Number of Questions
	Time Allowed (Minutes)
	Maximum Score
	Passing Score
	Validity (Months)
	Website
	Format
	Medium
	Grading Method
	Currency
	Exam Fee
	Payment Options
	Contact Information
	Contact
	Contact: First Name
	Contact: Last Name
	Contact: Account
	Contact: Email
	First Name
	Last Name
	Account
	E-mail
	Phone
	Additional Information
	Created By
	Created: Date
	Owner
	Modified By
	Modified: Date
	Description
Exam Registration Page Channel Manager Layout	Key Information
	Exam
	Objective
	Registration Date
	Registration Status
	Exam Partner
	Score Expires On
	Candidate
	Registration Number
	Completion Date
	Score Achieved
	Grade Achieved
	Exam Date
	Additional Information
	Owner
	Description
Fund Page Channel Manager Layout	Key Fund Information
	Fund ID
	Fund Name
	Start Date
	End Date
	Status
	Type
	Partner
	Target Amount
	Total Credits
	Total Debits
	Balance
	Total Pre-Approved
	Balance After Pre-Approvals
	Allow Negative Balance
	Fund Currency
	Owner
Fund Request Page Channel Manager Layout	Key Fund Request Information
	Request Id
	Fund Request Name
	Fund
	Type
	Status
	Opportunity
	Opportunity Account
	Due Date
	Fund Request Currency
	Preapproval Information
	Pre-Approval Req
	Granted
	Pre-Approval Date
	Begin Date
	End Date
	Claim Information
	Claim Req.
	Approved
	Request Date
	Claim Decision Date
	Additional Information
	Owner
	Owner Account
	Channel Manager
	Approver
Lead Page Channel Manager Layout	Key Lead Information
	Mr. Ms
	First Name
	Last Name
	Company
	Job Title
	Created External
	Primary Phone #
	Cellular Phone
	Work Fax #
	Email
	Never Email
	Modified External
	Opportunity Related Information
	Status
	Rating
	Product Interest
	Potential Revenue
	Estimated Close Date
	Next Step
	Lead Currency
	Source
	Campaign
	Industry
	Annual Revenues
	Number of Employees
	Owner Information
	Owner Full Name
	Ownership Status
	Reassign Owner
	Owner Account
	Channel Manager
	Sales Person
	Additional Information
	Associated Account
	Associated Contact
	Associated Opportunity
	Billing
	Website
MDF Request Page Channel Manager Layout	Key MDF Request Information
	Request ID
	Request Name
	Principal Partner Account
	Fund
	Submission Status
	Due Date
	Expiration Date
	Campaign
	Marketing Purpose
	Region
	Category
	Partner Program
	MDF Request Currency
	MDF Request Detail Information
	Start Date
	End Date
	Amount Requested
	Amount PreApproved
	Approval Status
	Request Date
	Submitted Date
	Pre-Approval Date
	Approver
	Last Approved By
	Reason Code
	Claim Information
	Total Claim Amount Requested
	Total Claim Amount Approved
	Claim Status
	Claim Decision Date
	Additional Information
	Owner
	Modified
	Owner Partner Account
	Description
Objective Page Channel Manager Layout	Key Objective Information
	Objective Name
	Plan Name
	Type
	Status
	Account Name
	Contact Name
	Product Name
	Period
	Period: Start Date
	Period: End Date
	Target Information
	Objective Revenue
	Currency
	Exchange Date
	Target Audience
	Objective Target
	Objective Units
	Additional Information
	Created
	Description
	Owner
	Modified
Opportunity Page Channel Manager Layout	Key Opportunity Information
	Opportunity Name
	Account
	Sales Stage
	Next Step
	Registration Status
	Approval Status
	Revenue
	Partner Program
	Close Date
	Forecast
	Opportunity Currency
	Territory
	Sales Detail Information
	Status
	Priority
	Lead Source
	Opportunity Type
	Product Interest
	Probability%
	Expected Revenue
	Source Campaign
	Reason Won/Lost
	Registration Information
	Registration Status*
	Registered Partner*
	Registration Expires*
	Registered Partner Location*
	Owner Information
	Owner
	Ownership Status
	Approver
	Owner Account
	Reassign Opportunity
	Channel Account Manager
	Additional Information
	Modified By:
	Created By:
	Modified: Date External
	Created:
Partner Page Channel Manager Layout	Key Partner Information
	Partner Name
	Primary Partner Type
	Location
	Partner Organization Status
	Maximum Number of Users
	Main Phone #
	Main Fax #
	Web Site
	Price List
	Number of Active Users
	Profile Information
	Description
	Additional Company Profile
	Billing
	Company Identifier
	Annual Revenues
	Number of Employees
	Industry
	Shipping
	Expertise
	Region
	Partner Currency
	Additional Information
	Created
	Owner
	Owner Partner Account
	Originating Partner Account
	Modified External
	Channel Account Manager
	Principal Partner Account
Price List Page Channel Manager Layout	Key Price List Information
	Price List Name
	Effective From
	Effective To
	Type
	Status
	Currency
	Additional Information
	Created
	Description
	Modified
Price List Line Item Page Channel Manager Layout	Key Product Information
	Price List
	Product
	Effective From*
	Effective To
	Product: Part #
	Price Type
	List Price
	Key Product Line Item Information
	Created
	Description
	Modified
Service Request Page Channel Manager Layout	Contact Information
	Service Number
	Account
	Principal Partner Account
	Principal Partner Account: Channel Account Manager Alias
	Contact
	Work Phone #
	Email
	Service Detail Information
	Area
	Cause
	Type
	Source
	Product
	Error Message
	Next Step
	Priority
	Status
	Opened Time
	Closed Time
	Owner
	Reassign Owner
	Owner Partner Account
	Customer Satisfaction
	Last Survey Outcome
	Overall Service Experience
Solution Page Channel Manager Layout	Solution Detail Information
	Solution ID
	Title
	Product
	Product Category
	Solution Rating
	Number of Ratings
	Status
	Published
	Publish to PRM
	Externally Published
	Service Request Count
	Created External
	Modified External
Special Pricing Product Page Channel Manager Layout	Key Product Information
	Product
	Product: Product Category
	Quantity
	Currency
	Product: Part #
	Product: Type
	Product: Status
	MSRP
	Special Pricing Request Detail Information
	Purchase Cost
	Requested Cost
	Requested Resale Price
	Authorized Cost
	Suggested Resale Price
	Requested Amount
	Requested Discount Percent
	Authorized Amount
	Authorized Discount Percent
	Special Pricing Request Justification
	Competitor Name
	Competitor Product
	Competitor Product Price
	Competitive Partner
	Other Competitive Information
	Additional Information
	Created
	Description
	Modified
Special Pricing Request Page Channel Manager Layout	Key Special Pricing Request Information
	ID
	Request Name
	Principal Partner Account
	Submission Status
	Due Date
	Fund
	Opportunity
	End Customer
	Originating Partner Account
	Deal Registration
	Partner Program
	Currency
	Special Pricing Request Detail Information
	Start Date
	End Date
	Total Amount Requested
	Total Amount Authorized
	Approval Status
	Request Date
	Submitted Date
	Authorized Date
	Approver
	Last Approved By
	Reason Code
	Claim Information
	Total Claim Amount Requested
	Total Claim Amount Approved
	Claim Status
	Claim Decision Date
	Additional Information
	Owner
	Modified
	Owner Partner Account
	Description

Note: The Effective From date on the Price List Line Item page layout does not display the Effective From date of the associated price list by default.

The fields marked with an asterisk (*) in the Registration Information section (under the Opportunity Page Channel Manager Layout) of the preceding table will be populated only if you use the Deal Registration record type to manage your deal registrations. These fields will not be populated if you continue to use Opportunity record type to track and manage your deal registrations. In such cases, you can remove the Registration Information section from the layout.

Related Information Sections for the Channel Manager Role Page Layouts

The following table shows the related information sections that company administrators typically make available (that is, move to the Displayed Information section) in the page layouts for the Channel Manager role.

Table Related Information Sections for the Channel Manager Role Page Layouts

Page Layout	Related Information Sections in the Displayed Information Section
Accreditation Page Channel Manager Layout	Accreditation Attachments
	Books
	Accreditation Product Categories
	Accreditation Products
	Accreditation Solutions
	Related Accreditations
	Accreditation Certifications
	Accreditation Requests
	Accreditation Team
Application Page Channel Manager Layout	Activities
	Application Team
	Books
	Application Attachments
	Audit Trail
Business Plan Page Channel Manager Layout	Objectives
	Activities
	Business Plans
	Business Plan Team
	Accreditation Requests
Certification Page Channel Manager Layout	Certification Attachments
	Books
	Certification Product Categories
	Certification Products
	Certification Solutions
	Related Certifications
	Certification Courses
	Certification Exams
	Accreditation Certifications
	Certification Requests
	Certification Team
Course Page Channel Manager Layout	Course Attachments
	Books
	Course Product Categories
	Course Products
	Course Solutions
	Course Partners
	Related Courses
	Course Exams
	Certification Courses
	Course Enrollments
	Course Team
Deal Registration Page Channel Manager Layout	Deal Registration Team
	Special Pricing Requests
	Activities
	Deal Registration Product Revenues
	Audit Trail
Exam Page Channel Manager Layout	Exam Attachments
	Books
	Exam Product Categories
	Exam Products
	Exam Solutions
	Exam Partners
	Related Exams
	Course Exams
	Certification Exams
	Exam Registrations
	Courses
	Exam Team
Fund Page Channel Manager Layout	Fund Membership
	Fund Participants List
	Fund Request List
	Fund Debits List
	Fund Credits List
	MDF Requests
	Attachments
	Notes
	Audit Trail
	Books
Fund Request Page Channel Manager Layout	Attachments
	Notes
	Open Activities
	Completed Activities
Lead Page Channel Manager Layout	Lead Partners
	Open Activities
	Completed Activities
	Attachments
	Lead Qualification Scripts
MDF Request Page Channel Manager Layout	Activities
	Books
	MDF Request Team
	MDF Request Attachments
	Audit Trail
Objective Page Channel Manager Layout	Activities
	Objective Team
	Leads
	Deal Registrations
	Opportunities
	Special Pricing Requests
	MDF Requests
	Service Requests
Opportunity Page Channel Manager Layout	Opportunity Partners
	Leads
	Opportunity Team
	Contacts
	Product Revenues
	Notes
	Open Activities
	Completed Activities
	Opportunity Competitors
	Attachments
	Books
	Deal Registrations (if needed)
	Special Pricing Requests (if needed)
	Audit Trail
Partner Page Channel Manager Layout	Partner Type
	Partner Relationships
	Partner User Roles
	Addresses
	Applications
	Deal Registrations (if needed)
	Lead (if needed)
	MDF Requests (if needed)
	Special Pricing Requests (if needed)
	Notes
	Books
	Partner Organization Books
	Partner Campaigns
	Partner Plans
	Audit Trail
Price List Page Channel Manager Layout	Price List Line Items
Price List Line Item Page Channel Manager Layout	None
Service Request Page Channel Manager Layout	Solutions
	Open Activities
	Completed Activities
	Notes
	Audit Trail
	Attachments
	Service Request Team
	Books
Solution Page Channel Manager Layout	Related Solutions
	Service Requests
	Attachments
Special Pricing Product Page Channel Manager Layout	None
Special Pricing Request Page Channel Manager Layout	Special Pricing Products
	Activities
	Books
	Special Pricing Request Team
	Special Pricing Request Attachments
	Audit Trail

Page Layout Modifications for the Partner Sales Representative Role

This topic describes the page layouts that are suggested for the Partner Sales Representative role. It contains the following information:

Page Layouts for the Partner Sales Representative Role

Some of the suggested page layouts for the Partner Sales Representative role are copies of the page layouts for the Channel Manager role. You must modify the page layouts for the Channel Manager role before you copy them for the Partner Sales Representative role.

The following table shows the page layouts that company administrators typically configure for the Partner Sales Representative role.

Table Page Layouts for the Partner Sales Representative Role

Record Type	Page Layout to Copy	New Page Layout Name
Accreditation	Accreditation Page Channel Manager Layout	Accreditation Page Partner Sales Representative Layout
Accreditation Request	Accreditation Request Page Channel Manager Layout	Accreditation Request Page Partner Sales Representative Layout
Application	Application Page Standard Layout	Application Page Partner Sales Representative Layout
Certification	Certification Page Channel Manager Layout	Certification Page Partner Sales Representative Layout
Certification Request	Certification Request Page Channel Manager Layout	Certification Request Page Partner Sales Representative Layout
Course	Course Page Channel Manager Layout	Course Page Partner Sales Representative Layout
Course Enrollment	Course Enrollment Page Channel Manager Layout	Course Enrollment Page Partner Sales Representative Layout
Deal Registration	Deal Registration Page Standard Layout	Deal Registration Page Partner Sales Representative Layout
Exam	Exam Page Channel Manager Layout	Exam Page Partner Sales Representative Layout
Exam Registration	Exam Registration Page Channel Manager Layout	Exam Registration Page Partner Sales Representative Layout
Fund	Fund Page Standard Layout	Fund Page Partner Sales Representative Layout
Fund Request	Fund Request Page Standard Layout	Fund Request Page Partner Sales Representative Layout
Leads	Lead Page Channel Manager Layout	Lead Page Partner Sales Representative Layout
MDF Request	MDF Request Page Standard Layout	MDF Request Page Partner Sales Representative Layout
Objective	Objective Page Standard Layout	Objective Page Partner Sales Representative Layout
Opportunity	Opportunity Page Channel Manager Layout	Opportunity Page Partner Sales Representative Layout
Partner Program	Partner Program Page Standard Layout	Partner Program Page Partner Sales Representative Layout
Service Request	Service Request Page Standard Layout	Service Request Page Partner Representative Layout
Solution	Solution Page Channel Manager Layout	Solution Page Partner Sales Representative Layout
Special Pricing Product	Special Pricing Product Page Standard Layout	Special Pricing Product Page Partner Sales Representative Layout
Special Pricing Request	Special Pricing Request Page Standard Layout	Special Pricing Request Page Partner Sales Representative Layout

Page Sections for the Partner Sales Representative Role Page Layouts

The suggested page sections for the Partner Sales Representative role are the same as the page sections for the Channel Manager role as shown in Page Sections for the Channel Manager Role Page Layouts. When you create the page layouts for the Partner Sales Representative role by copying the page layouts for the Channel Manager role, do not configure any additional sections for the page layouts for the Partner Sales Representative role.

Page Section Layouts for the Partner Sales Representative Role Page Layouts

The following table shows the page section layouts that company administrators typically set up in the page layouts for the Partner Sales Representative role. It is recommended that you change the fields that are followed by an asterisk (*) to be read-only fields. You make this change in the field setup section of the page layout wizard. It is recommended that all other fields that are read-only by default remain as read-only fields.

Table Page Section Layouts for the Partner Sales Representative Role Page Layouts

Page Layout	Page Section Layout
Accreditation Page Partner Sales Representative Layout	Key Information
	Name
	Type*
	Status
	Available From*
	Accreditation ID*
	Primary Product Category*
	Primary Product*
	Available Till*
	Accreditation Details
	Validity (Months)*
	Renewable*
	Website*
	Currency*
	Accreditation Fee*
	Payment Options*
	Contact Information
	Contact*
	Contact: First Name
	Contact: Last Name
	Contact: Account
	Contact: Email
	First Name*
	Last Name*
	Account*
	E-mail*
	Phone*
	Additional Information
	Created By
	Created: Date
	Owner
	Modified By
	Modified: Date
	Description*
Accreditation Request Page Partner Sales Representative Layout	Key Request Information
	Accreditation
	Objective
	Request Date
	Accreditation Number*
	Renewable*
	Partner
	Accreditation Date*
	Accreditation Status*
	Expiration Date*
	Additional Information
	Created By
	Created: Date
	Owner
	Modified By
	Modified: Date
	Description
Application Page Partner Sales Representative Layout	Company Profile
	Name
	Location
	Main Phone #
	Main Fax #
	Web Site
	Number of Employees
	Annual Revenue
	Industry
	Owner
	Address
	Application Submitted By
	First Name
	Last Name
	Work Phone #
	Cellular Phone #
	Work Fax #
	Email Address
	Job Title
	Submission Status
	Current Approver
	Partnership Information
	Approval Status
	Submitted Date
	Approved Date
	Processed By: Name
	Reject Reason
	Created
	Partner Program
	Program Level
	Partner Type
	Expected Partnership Benefits
	Existing Partnerships
	Modified
	Additional Information
	Source
	Campaign
	Application ID
	Partner
Certification Page Partner Sales Representative Layout	Key Information
	Name
	Type*
	Status
	Available From*
	Certification ID*
	Primary Product Category*
	Primary Product*
	Available Till*
	Certification Details
	Validity (Months)*
	Renewable*
	Website*
	Currency*
	Certification Fee*
	Payment Options*
	Contact Information
	Contact*
	Contact: First Name
	Contact: Last Name
	Contact: Account
	Contact: Email
	First Name*
	Last Name*
	Account*
	E-mail*
	Phone*
	Additional Information
	Created By
	Created: Date
	Owner
	Modified By
	Modified: Date
	Description*
Certification Request Page Partner Sales Representative Layout	Key Request Information
	Certification
	Objective
	Request Date
	Certification Number*
	Renewable*
	Candidate
	Certification Date*
	Certification Status*
	Expiration Date*
	Additional Information
	Created By
	Created: Date
	Owner
	Modified By
	Modified: Date
	Description
Course Page Partner Sales Representative Layout	Key Information
	Name
	Type*
	Status
	Available From*
	Course ID*
	Primary Product Category*
	Primary Product*
	Available Till*
	Course Details
	Duration (Hours)*
	Course Length (Days)*
	Format*
	Medium*
	External Unique ID*
	Website*
	Hands-on Lab*
	Exam*
	Currency*
	Course Fee*
	Payment Options*
	Objective*
	Contact Information
	Contact*
	Contact: First Name
	Contact: Last Name
	Contact: Account
	Contact: Email
	First Name*
	Last Name*
	Account*
	E-mail*
	Phone*
	Additional Information
	Created By
	Created: Date
	Owner
	Modified By
	Modified: Date
	Description*
Course Enrollment Page Partner Sales Representative Layout	Key Enrollment Information
	Course
	Objective
	Enrollment Date
	Enrollment Status*
	Candidate
	Enrollment Number
	Completion Date
	Course Partner
	Additional Information
	Created By
	Created: Date
	Owner
	Modified By
	Modified: Date
	Description
Deal Registration Page Partner Sales Representative Layout	Deal Registration Key Information
	Name
	Type
	Submission Status
	Expiration Date
	Special Price Reqd
	ID
	Principal Partner
	Principal Partner Location
	Partner Program
	Support Reqd
	Opportunity Information
	Associated Opportunity
	New Opportunity
	Currency
	Deal Size
	Close Date
	Product Interest
	Next Step
	Customer Information
	Associated Customer
	New Customer
	Company Name
	Country
	Address 1
	Address 2
	City
	Province
	Post Code
	Associated Contact
	New Contact
	Mr./Ms.
	First Name
	Middle Name
	Last Name
	Job Title
	Email
	Telephone #
	Cell Phone
	Fax
	Approval Information
	Approval Status*
	Current Approver*
	Final Approver
	Submitted Date
	Approved Date
	Reject Reason*
	Additional Information
	Owner
	Owner Partner Account
	Originating Partner Account
	Description
	Created
	Modified
Exam Page Partner Sales Representative Layout	Key Information
	Name
	Type*
	Status
	Available From*
	Exam ID*
	Primary Product Category*
	Primary Product*
	Available Till*
	Exam Details
	Number of Questions*
	Time Allowed (Minutes)*
	Maximum Score*
	Passing Score*
	Validity (Months)*
	Website*
	Format*
	Medium*
	Grading Method*
	Currency*
	Exam Fee*
	Payment Options*
	Contact Information
	Contact*
	Contact: First Name
	Contact: Last Name
	Contact: Account
	Contact: Email
	First Name*
	Last Name*
	Account*
	E-mail*
	Phone*
	Additional Information
	Created By
	Created: Date
	Owner
	Modified By
	Modified: Date
	Description*
Exam Registration Page Partner Sales Representative Layout	Key Information
	Exam
	Objective
	Registration Date
	Registration Status*
	Exam Partner
	Score Expires On*
	Candidate
	Registration Number
	Completion Date
	Score Achieved
	Grade Achieved
	Exam Date
Fund Page Partner Sales Representative Layout	Key Fund Information
	Fund ID
	Fund Name*
	Status*
	Allow Negative Balance*
	Type*
	Fund Currency*
	Start Date*
	End Date*
	Additional Information
	Owner
	Modified
Fund Request Page Partner Sales Representative Layout	Key Fund Request Information
	Request ID
	Fund Request Name
	Fund
	Type
	Status
	Opportunity
	Opportunity Account
	Due Date
	Fund Request Currency
	Preapproval Information
	Pre-Approval Req
	Granted*
	Pre-Approval Date*
	Begin Date*
	End Date*
	Claim Information
	Claim Req.
	Approved*
	Request Date
	Claim Decision Date*
	Additional Information
	Owner
	Owner Account
	Channel Manager
	Approver*
Lead Page Partner Sales Representative Layout	Key Lead Information
	Mr. Ms.
	First Name
	Last Name
	Company
	Job Title
	Created External
	Lead Convert
	Primary Phone #
	Cellular Phone
	Work Fax #
	Email
	Never Email
	Modified External
	Opportunity Related Information
	Status
	Rating
	Product Interest
	Potential Revenue
	Estimated Close Date
	Next Step
	Lead Currency
	Source
	Campaign
	Industry
	Annual Revenues
	Number of Employees
	Owner Information
	Owner Full Name
	Ownership Status
	Reassign Owner
	Owner Account
	Channel Manager
	Sales Person
	Additional Information
	Associated Account
	Associated Contact
	Associated Opportunity
	Billing
	Web Site
MDF Request Page Partner Sales Representative Layout	Key MDF Request Information
	Request ID
	Request Name
	Principal Partner Account
	Fund
	Submission Status
	Due Date
	Expiration Date*
	Campaign
	Marketing Purpose
	Region
	Category
	Partner Program
	MDF Request Currency
	MDF Request Detail Information
	Start Date
	End Date
	Amount Requested
	Amount PreApproved*
	Approval Status*
	Request Date*
	Submitted Date*
	Pre-Approval Date*
	Approver*
	Last Approved By*
	Reason Code*
	Claim Information
	Total Claim Amount Requested
	Total Claim Amount Approved*
	Claim Status
	Claim Decision Date*
	Additional Information
	Owner
	Modified
	Owner Partner Account
	Description
Objective Page Partner Sales Representative Layout	Key Objective Information
	Objective Name
	Plan Name
	Type
	Status
	Account Name
	Contact Name
	Product Name
	Period
	Period: Start Date
	Period: End Date
	Target Information
	Objective Revenue
	Currency
	Exchange Date
	Target Audience
	Objective Target
	Objective Units
	Additional Information
	Created
	Description
	Owner
	Modified
Opportunity Page Partner Sales Representative Layout	Key Opportunity Information
	Opportunity Name
	Account
	Sales Stage
	Next Step
	Registration Status
	Approval Status*
	Revenue
	Partner Program
	Close Date
	Forecast
	Opportunity Currency
	Territory
	Sales Detail Information
	Status
	Priority
	Lead Source
	Opportunity Type
	Product Interest
	Probability%
	Expected Revenue
	Source Campaign
	Reason Won/Lost
	Owner Information
	Owner
	Ownership Status*
	Approver*
	Owner Account
	Reassign Opportunity
	Channel Account Manager
	Additional Information
	Modified By
	Created By:
	Modified: Date External
	Created:
Partner Program Page Partner Sales Representative Layout	Key Partner Program Information
	Partner Program Name*
	Status*
	Begin Date*
	End Date*
	MDF Allowed*
	Special Pricing Allowed*
	Deal Registration Allowed*
	Program Details
	Description*
	Additional Information
	Created
	Owner Full Name
	Modified
Service Request Page Partner Sales Representative Layout	Contact Information
	Service Number
	Account
	Principal Partner Account
	Contact
	Work Phone #
	Email
	Service Detail Information
	Area
	Cause
	Type
	Source
	Modified External
	Created External
	SR Currency
	Priority
	Status
	Opened Time
	Closed Time
	Owner
	Owner Partner Account
	Reassign Owner
Solution Page Partner Sales Representative Layout	Solution Detail Information
	Solution ID
	Title
	Product
	Status
	Published
	Solution Rating
	Created External
	Modified External
Special Pricing Product Page Partner Sales Representative Layout	Key Product Information
	Product
	Product: Product Category
	Quantity
	Currency
	Product: Part #
	Product: Type
	Product: Status
	MSRP*
	Special Pricing Request Detail Information
	Purchase Cost
	Requested Cost
	Requested Resale Price
	Authorized Cost*
	Suggested Resale Price*
	Requested Amount
	Requested Discount Percent
	Authorized Amount
	Authorized Discount Percent
	Special Pricing Request Justification
	Competitor Name
	Competitor Product
	Competitor Product Price
	Competitive Partner
	Other Competitive Information
	Additional Information
	Created
	Description
	Modified
Special Pricing Request Page Partner Sales Representative Layout	Key Special Pricing Request Information
	Request ID
	Request Name
	Principal Partner Account
	Submission Status
	Due Date
	Opportunity
	End Customer
	Originating Partner Account
	Deal Registration
	Partner Program
	Currency
	Special Pricing Request Detail Information
	Start Date
	End Date
	Total Amount Requested
	Total Amount Authorized*
	Approval Status*
	Request Date*
	Submitted Date*
	Authorized Date*
	Approver*
	Last Approved By*
	Reason Code*
	Claim Information
	Total Claim Amount Requested
	Total Claim Amount Approved*
	Claim Status
	Claim Decision Date*
	Additional Information
	Owner
	Modified
	Owner Partner Account
	Description

Access for the Partner Sales Representative Role

Typically, the Partner Sales Representative role cannot update any information on the Accreditation, Certification, Course and Exam record types. Accreditations, certifications, courses, and exams are read-only for the Partner Sales Representative role.

You can implement one of the following:

Grant the Partner Sales Representative role read-only access to the four record types.
It is recommended that you use this approach because it is easier to enforce, especially if you will be adding more fields to the page layouts frequently.

Make the fields read-only on the appropriate page layouts for the four record types.
This approach is useful only if you want the Partner Sales Representative role to be able to update some fields on some of the four record types.

Related Information Sections for the Partner Sales Representative Role Page Layouts

The following table shows the related information sections that company administrators typically make available (that is, move to the Displayed Information section) in the page layouts for the Partner Sales Representative role.

Table Related Information Sections for the Partner Sales Representative Role Page Layouts

Page Layout	Related Information Sections in the Displayed Information Section
Accreditation Page Partner Sales Representative Layout	Accreditation Attachments
	Accreditation Product Categories
	Accreditation Products
	Accreditation Solutions
	Related Accreditations
	Accreditation Certifications
	Accreditation Requests
Application Page Partner Sales Representative Layout	Application Attachments
Certification Page Partner Sales Representative Layout	Certification Attachments
	Certification Product Categories
	Certification Products
	Certification Solutions
	Related Certifications
	Certification Courses
	Certification Exams
	Accreditation Certifications
	Certification Requests
Course Page Partner Sales Representative Layout	Course Attachments
	Course Product Categories
	Course Products
	Course Solutions
	Course Partners
	Related Courses
	Course Exams
	Certification Courses
	Course Enrollments
Deal Registration Page Partner Sales Representative Layout	Deal Registration Product Revenues
	Special Pricing Requests
	Deal Registration Team
	Activities
Exam Page Partner Sales Representative Layout	Exam Attachments
	Exam Product Categories
	Exam Products
	Exam Solutions
	Exam Partners
	Related Exams
	Course Exams
	Certification Exams
	Exam Registrations
	Courses
Fund Page Partner Sales Representative Layout	Fund Requests (if needed)
Fund Request Page Partner Sales Representative Layout	Attachments
	Notes
	Open Activities
	Completed Activities
	Audit Trail
Lead Page Partner Sales Representative Layout	Lead Partners
	Open Activities
	Completed Activities
	Attachments
	Lead Qualification Scripts
MDF Request Page Partner Sales Representative Layout	Activities
	Books
	MDF Request Team
	MDF Request Attachments
	Audit Trail
Objective Page Partner Sales Representative Layout	Activities
	Objective Team
	Leads
	Deal Registrations
	Opportunities
	Special Pricing Requests
	MDF Requests
	Service Requests
Opportunity Page Partner Sales Representative Layout	Opportunity Partners
	Leads
	Opportunity Team
	Contacts
	Product Revenues
	Notes
	Open Activities
	Completed Activities
	Opportunity Competitors
	Audit Trail
	Books
	Deal Registrations (if needed)
	Special Pricing Requests (if needed)
Partner Program Page Partner Sales Representative Layout	Partner Program Attachment
Partner Program Page Partner Sales Representative Layout	Audit Trail
Service Request Page Partner Sales Representative Layout	Solutions
	Open Activities
	Completed Activities
	Notes
	Audit Trail
	Attachments
	Service Request Team
	Books
Solution Page Partner Sales Representative Layout	Attachments
Special Pricing Product Page Partner Sales Representative Layout	None
Special Pricing Request Page Partner Sales Representative Layout	Special Pricing Products
	Activities
	Books
	Special Pricing Request Team
	Special Pricing Request Attachments

Setting Up Access Profiles for Partner Roles

This task is a step in Roadmap for Configuring Oracle CRM On Demand for Partner Relationship Management.

You must set up two profiles for each partner role:

Default access profile. This access profile sets the access levels for records not owned by the user or by the user's group.
Owner access profile. This access profile sets the access levels for the records owned by the user, by the user's group, or by someone who reports to the user (if manager visibility is enabled).

Complete the steps in the following procedure for each required access profile.

To set up the default access and owner access profiles for a partner role

In Oracle CRM On Demand, click the Admin link, User Management and Access Controls, and then the Access Profiles view.
Click the Copy link on the appropriate profile, as follows:
- If you are setting up a default access profile, then click the Copy link on a default access profile that is similar to the one that you want to set up.
- If you are setting up an owner access profile, then click the Copy link on an owner access profile that is similar to the one that you want to set up.
For information about which profiles you might copy for the new profiles, see the following:
- For more information on typical access profiles for the Channel Manager role, see Access Profiles for the Channel Manager Role.
- For more information on typical access profiles for the Partner Sales Representative role, see Access Profiles for the Partner Sales Representative Role.
- For more information on typical access profiles for the Partner Administrator role, see Access Profile Settings for the Partner Administrator Role.
In Step 1 of the Access Profile Wizard, enter a name for the access profile.
For example, enter Partner Sales Representative Default Access Profile or Partner Sales Representative Owner Access Profile.
Go to Step 2 (Specify Access Levels), and change the access settings for the top-level profile and the related information items for the role, as necessary. For more information, see the following:
- For more information on typical access settings for the Channel Manager role, see Access Levels for the Channel Manager Role.
- For more information on typical access settings for the Partner Sales Representative role, see Access Levels for the Partner Sales Representative Role.
Click Finish.

Access Profile Settings for the Channel Manager Role

This topic describes the access profile settings that are suggested for the Channel Manager role. It contains the following information:

Access Profiles for the Channel Manager Role

For the Channel Manager role, you create a copy of the access profiles that are used for the PRM Administrator role.

The following table shows the names of the access profiles that PRM administrators typically configure for the Channel Manager role.

Table Access Profiles for the Channel Manager Role

Access Profile to Copy	Name of New Access Profile for Channel Manager Role
PRM Admin Default Access Profile	Channel Manager Default Access Profile
PRM Admin Owner Access Profile	Channel Manager Owner Access Profile

Access Levels for the Channel Manager Role

Do not change any of the settings in the new access profiles for the Channel Manager role unless your company has a requirement to change the settings. However, if your company wants to use partner plans and partner campaigns, then you must configure the settings shown in the following table in the access profiles for the Channel Manager role.

Table Access Levels for Related Information Items for the Channel Manager Role

Record Type	Related Information Items	Default Access	Owner Access
Partner	Partner Campaigns	Full	Full
Partner	Partner Plans	Full	Full

Access Profile Settings for the Partner Sales Representative Role

This topic describes the access profile settings that are suggested for the Partner Sales Representative role. It contains the following information:

Access Profiles for the Partner Sales Representative Role

For the Partner Sales Representative role, you create a copy of the access profiles used for the Field Sales Representative role. The following table shows the names of the access profiles that PRM administrators typically configure for the Partner Sales Representative role.

Table Access Profiles for the Partner Sales Representative Role

Access Profile to Copy	Name of New Access Profile for Partner Sales Representative
Field Sales Rep Default Access Profile	Partner Sales Representative Default Access Profile
Field Sales Rep Owner Access Profile	Partner Sales Representative Owner Access Profile

Access Levels for the Partner Sales Representative Role

The following table shows the access levels for the top-level profile that PRM administrators typically configure for the Partner Sales Representative role.

Table Access Levels for Top-Level Profiles for the Partner Sales Representative Role

Record Type	Default Access	Owner Access
Accreditation	Read-Only	Read/Edit/Delete
Accreditation Attachment	Read-Only	Read-Only
Accreditation Certification	Read-Only	Read-Only
Accreditation Product	Read-Only	Read-Only
Accreditation Product Category	Read-Only	Read-Only
Accreditation Request	Read/Edit/Delete	Read/Edit/Delete
Accreditation Solution	Read-Only	Read-Only
Activity	View	View
Books	Read-Only	Read-Only
Campaign	Read-Only	Read-Only
Certification	Read-Only	Read/Edit/Delete
Certification Attachment	Read-Only	Read-Only
Certification Course	Read-Only	Read-Only
Certification Exam	Read-Only	Read-Only
Certification Product	Read-Only	Read-Only
Certification Product Category	Read-Only	Read-Only
Certification Request	Read/Edit/Delete	Read/Edit/Delete
Certification Solution	Read-Only	Read-Only
Contact	Read-Only	Read/Edit/Delete
Course	Read-Only	Read/Edit/Delete
Course Attachment	Read-Only	Read-Only
Course Enrollment	Read/Edit/Delete	Read/Edit/Delete
Course Exam	Read-Only	Read-Only
Course Partner	Read-Only	Read-Only
Course Product	Read-Only	Read-Only
Course Product Category	Read-Only	Read-Only
Course Solution	Read-Only	Read-Only
Deal Registration	Read-Only	Read/Edit/Delete
Deal Registration Product Revenue	Read-Only	Read/Edit/Delete
Exam	Read-Only	Read/Edit/Delete
Exam Attachment	Read-Only	Read-Only
Exam Partner	Read-Only	Read-Only
Exam Product	Read-Only	Read-Only
Exam Product Category	Read-Only	Read-Only
Exam Registration	Read/Edit/Delete	Read/Edit/Delete
Exam Solution	Read-Only	Read-Only
Forecast	Read-Only	Read/Edit
Fund	Read-Only	Read-Only
Fund Request	Read-Only	Read/Edit/Delete
Lead	Read/Edit	Read/Edit/Delete
MDF Request	Read-Only	Read/Edit/Delete
Objective	Read-Only	Read-Only
Opportunity	Read/Edit	Read/Edit/Delete
Partner	Read-Only	Read-Only
Partner Program	Read-Only	Read-Only
Program Membership	Read-Only	Read-Only
Related Accreditation	Read-Only	Read-Only
Related Certification	Read-Only	Read-Only
Related Course	Read-Only	Read-Only
Related Exam	Read-Only	Read-Only
Service Request	Read-Only	Read-Edit
Solution	Read-Only	Read-Only
Special Pricing Product	Read-Only	Read/Edit/Delete
Special Pricing Request	Read-Only	Read/Edit/Delete

The following table shows the access levels for the related information items that PRM administrators typically configure for the Partner Sales Representative role.

Table Access Levels for Related Information Items for the Partner Sales Representative Role

Record Type	Related Information Items	Default Access	Owner Access
Accreditation	Accreditation Attachments	Read-Only	Full
Accreditation	Accreditation Certifications	Read-Only	Full
Accreditation	Accreditation Product Categories	Read-Only	Full
Accreditation	Accreditation Products	Read-Only	Full
Accreditation	Accreditation Requests	Inherit Primary	View
Accreditation	Accreditation Solutions	Read-Only	Full
Accreditation	Accreditation Teams	No Access	Full
Accreditation	Books	No Access	Full
Accreditation	Related Accreditations	Read-Only	Full
Application	Activities	No Access	No Access
Application	Application Attachments	No Access	No Access
Application	Application Teams	No Access	No Access
Application	Audit Trail	No Access	No Access
Application	Books	No Access	No Access
Business Plan	Accreditation Requests	No Access	No Access
Business Plan	Activities	No Access	No Access
Business Plan	Business Plan Teams	No Access	No Access
Business Plan	Business Plans	No Access	No Access
Business Plan	Objectives	No Access	No Access
Certification	Accreditation Certifications	Read-Only	Full
Certification	Books	No Access	Full
Certification	Certification Attachments	Read-Only	Full
Certification	Certification Courses	Read-Only	Full
Certification	Certification Exams	Read-Only	Full
Certification	Certification Product Categories	Read-Only	Full
Certification	Certification Products	Read-Only	Full
Certification	Certification Requests	Inherit Primary	View
Certification	Certification Solutions	Read-Only	Full
Certification	Certification Teams	No Access	Full
Certification	Related Certifications	Read-Only	Full
Contact	Accreditations	Read-Only	Read-Only
Contact	Certification Requests	Inherit Primary	View
Contact	Certifications	Read-Only	Read-Only
Contact	Course Enrollments	Inherit Primary	View
Contact	Courses	Read-Only	Read-Only
Contact	Exam Registrations	Inherit Primary	View
Contact	Exams	Read-Only	Read-Only
Course	Books	No Access	Full
Course	Certification Courses	Read-Only	Full
Course	Course Attachments	Read-Only	Full
Course	Course Enrollments	Inherit Primary	View
Course	Course Exams	Read-Only	Full
Course	Course Partners	Read-Only	Full
Course	Course Product Categories	Read-Only	Full
Course	Course Products	Read-Only	Full
Course	Course Solutions	Read-Only	Full
Course	Course Teams	No Access	Full
Course	Related Courses	Read-Only	Full
Deal Registration	Activities	View	View
Deal Registration	Audit Trail	Read-Only	Read-Only
Deal Registration	Books	No Access	No Access
Deal Registration	Custom Objects (All)	No Access	No Access
Deal Registration	Deal Registration Product Revenues	Read-Only	Full
Deal Registration	Special Pricing Requests	View	View
Exam	Books	No Access	Full
Exam	Certification Exams	Read-Only	Full
Exam	Course Exams	Read-Only	Full
Exam	Courses	Read-Only	Read-Only
Exam	Exam Attachments	Read-Only	Full
Exam	Exam Partners	Read-Only	Full
Exam	Exam Product Categories	Read-Only	Full
Exam	Exam Products	Read-Only	Full
Exam	Exam Registrations	Inherit Primary	View
Exam	Exam Solutions	Read-Only	Full
Exam	Exam Teams	No Access	Full
Exam	Related Exams	Read-Only	Full
Fund	Activities	View	View
Fund	Attachments	No Access	No Access
Fund	Audit Trail	No Access	No Access
Fund	Books	No Access	No Access
Fund	Credits	No Access	No Access
Fund	Custom Objects (All)	No Access	No Access
Fund	Debits	No Access	No Access
Fund	Fund Requests	No Access	No Access
Fund	MDF Requests	No Access	No Access
Fund	Notes	No Access	No Access
Fund	Participants	No Access	No Access
Fund	Partner	No Access	No Access
Fund	Special Pricing Requests	No Access	No Access
Fund Request	Attachments	Full	Full
Fund Request	Audit Trail	Read-Only	Read-Only
Fund Request	Completed Activities	View	View
Fund Request	Custom Objects (All)	No Access	No Access
Fund Request	Notes	Full	Full
Fund Request	Open Activities	View	View
Lead	Attachments	Full	Full
Lead	Books	No Access	No Access
Lead	Completed Activities	View	View
Lead	Lead Assessment	No Access	No Access
Lead	Open Activities	View	View
Lead	Partner	Full	Full
MDF Request	Activities	View	View
MDF Request	Audit Trail	Read-Only	Read-Only
MDF Request	Books	Read-Only	Read-Only
MDF Request	Custom Objects (All)	No Access	No Access
MDF Request	MDF Request Attachments	Read-Only	Full
MDF Request	MDF Request Teams	Read-Only	Full
Objective	Accreditation Requests	Read-Only	View
Objective	Accreditations	Read-Only	View
Objective	Activities	Read-Only	View
Objective	Certification Requests	Read-Only	View
Objective	Certifications	Read-Only	View
Objective	Course Enrollments	Read-Only	View
Objective	Courses	Read-Only	View
Objective	Deal Registrations	Read-Only	View
Objective	Exam Registrations	Read-Only	View
Objective	Exams	Read-Only	View
Objective	Leads	Read-Only	View
Objective	MDF Requests	Read-Only	View
Objective	Objective Attachments	No Access	No Access
Objective	Objective Teams	Read-Only	Full
Objective	Objectives	Read-Only	View
Objective	Opportunities	Read-Only	View
Objective	Service Requests	Read-Only	View
Objective	Special Pricing Requests	Read-Only	View
Opportunity	Attachments	Full	Full
Opportunity	Audit Trail	Read-Only	Read-Only
Opportunity	Books	Read-Only	Read-Only
Opportunity	Completed Activities	View	View
Opportunity	Contacts	Full	Full
Opportunity	Custom Objects (All)	No Access	No Access
Opportunity	Deal Registrations	View	View
Opportunity	Leads	View	View
Opportunity	Notes	Full	Full
Opportunity	Open Activities	View	View
Opportunity	Opportunity Assessment	No Access	No Access
Opportunity	Opportunity Competitors	Full	Full
Opportunity	Opportunity Partners	Full	Full
Opportunity	Opportunity Team	Full	Full
Opportunity	Revenues	Full	Full
Opportunity	Special Pricing Requests	View	View
Partner	Account	No Access	No Access
Partner	Account (For the originating partner, use Partner Account instead of Accounts.)	No Access	No Access
Partner	Accreditation Requests	Inherit Primary	View
Partner	Addresses	No Access	No Access
Partner	Applications	No Access	No Access
Partner	Attachments	No Access	No Access
Partner	Audit Trail	No Access	No Access
Partner	Books	No Access	No Access
Partner	Completed Activities	No Access	No Access
Partner	Contacts	No Access	No Access
Partner	Course Enrollments	Inherit Primary	View
Partner	Course Partners	Read-Only	Read-Only
Partner	Custom Objects 01	No Access	No Access
Partner	Custom Objects 02	No Access	No Access
Partner	Custom Objects 03	No Access	No Access
Partner	Deal Registrations (Originating Partner)	No Access	No Access
Partner	Deal Registrations (Owner Partner)	No Access	No Access
Partner	Deal Registrations (Principal Partner)	No Access	No Access
Partner	Exam Partners	Read-Only	Read-Only
Partner	Exam Registrations	Inherit Primary	View
Partner	Fund	No Access	No Access
Partner	Fund Requests	No Access	No Access
Partner	Fund Requests (Owner Partner)	No Access	No Access
Partner	Fund Requests (Principal Partner)	No Access	No Access
Partner	Lead	No Access	No Access
Partner	Lead (Originating Partner)	No Access	No Access
Partner	Lead (Owner partner)	No Access	No Access
Partner	MDF Requests	No Access	No Access
Partner	MDF Requests (Originating Partner)	No Access	No Access
Partner	MDF Requests (Principal Partner)	No Access	No Access
Partner	Notes	No Access	No Access
Partner	Open Activities	No Access	No Access
Partner	Opportunity	No Access	No Access
Partner	Opportunity (Origination Partners)	No Access	No Access
Partner	Opportunity (Owner Partner)	No Access	No Access
Partner	Partner Campaigns	No Access	No Access
Partner	Partner Organization Books	No Access	No Access
Partner	Partner Plans	No Access	No Access
Partner	Partner Relationships	No Access	No Access
Partner	Partner Special Pricing Requests	No Access	No Access
Partner	Partner Teams	No Access	No Access
Partner	Partner Types	No Access	No Access
Partner	Partners	No Access	No Access
Partner	Policies	No Access	No Access
Partner	Program Membership	No Access	No Access
Partner	Special Pricing Requests	No Access	No Access
Partner	Special Pricing Requests (Owner Partner)	No Access	No Access
Partner	Special Pricing Requests (Principal partners)	No Access	No Access
Partner Program	Audit Trail	Read-Only	Read-Only
Partner Program	Books	No Access	No Access
Partner Program	Deal Registrations	No Access	No Access
Partner Program	Fund Requests	No Access	No Access
Partner Program	MDF Requests	No Access	No Access
Partner Program	Opportunities	No Access	No Access
Partner Program	Partner Program Attachments	No Access	No Access
Partner Program	Program Membership	No Access	No Access
Partner Program	Special Pricing Requests	No Access	No Access
Program Membership	Attachments	Read-Only	Read-Only
Service Request	Attachments	Read-Only	Full
Service Request	Audit Trail	Read-Only	Read-Only
Service Request	Books	Read-Only	Full
Service Request	Completed Activities	Read-Only	View
Service Request	Notes	Read-Only	Full
Service Request	Open Activities	Read-Only	View
Service Request	Service Request Teams	Read-Only	Full
Service Request	Solutions	View	View
Service Request	SR Assessment	Read-Only	View
Solution	Attachments	Full	Full
Solution	Custom Objects (All)	No Access	No Access
Solution	Related Solutions	View	View
Solution	Service Requests	View	View
Solution	Solution Product	View	View
Special Pricing Request	Activities	Read-Only	View
Special Pricing Request	Audit Trail	Read-Only	Read-Only
Special Pricing Request	Books	Read-Only	Read-Only
Special Pricing Request	Custom Objects (All)	No Access	No Access
Special Pricing Request	Partner Special Pricing Requests	No Access	No Access
Special Pricing Request	Special Pricing Products	Read-Only	Full
Special Pricing Request	Special Pricing Request Attachments	Read-Only	Full
Special Pricing Request	Special Pricing Request Teams	Read-Only	Full

Access Profile Settings for the Partner Administrator Role

The access profiles for the Partner Administrator Role are copies of the access profiles for the Partner Sales Representative role. The following table shows the names of the access profiles that PRM administrators typically configure for the Partner Administrator role.

Table Access Profiles for the Partner Administrator Role

Access Profile to Copy	New Access Profile Name for Partner Administrator Role
Partner Sales Representative Default Access Profile	Partner Administrator Default Access profile
Partner Sales Representative Owner Access Profile	Partner Administrator Owner Access profile

Creating Partner Roles

This task is a step in Roadmap for Configuring Oracle CRM On Demand for Partner Relationship Management.

Complete the steps in the following procedure to create a partner role.

To create a partner role

In Oracle CRM On Demand, click Admin, User Management and Access Controls, and then Role Management.
Click the Copy link on an existing role that is similar to the role that you want to create.
For example, to create the Channel Manager role, copy the PRM Administrator role. To create the Partner Sales Representative role, copy the Field Sales Representative role.

Note: The Partner Administrator role is usually created by copying the Partner Sales Representative role after that role is fully set up. For information about the settings for the Partner Administrator role, see Role Settings for the Partner Administrator Role.
The Role Management Wizard opens.
In Step 1 of the Role Management Wizard, enter the role name (for example, Channel Manager) and a description.
In Step 2 of the Role Management Wizard (Record Type Access) change the settings for the role, as necessary. For more information, see the following:
- For more information on typical access settings for the Channel Manager role, see Record Type Access for the Channel Manager Role.
- For more information on typical access settings for the Partner Sales Representative role, see Record Type Access for the Partner Sales Representative Role.
In the Role Management Wizard, go to Step 3 (Access Profiles), and select the access profiles that you created earlier for the role.
In the Role Management Wizard, go to Step 4 (Privileges), and change the settings for the role, as necessary. For more information, see the following:
- For more information on typical privilege settings for the Channel Manager role, see Privileges for the Channel Manager Role.
- For more information on typical privilege settings for the Partner Sales Representative role, see Privileges for the Partner Sales Representative Role.
- For more information on typical privilege settings for the Partner Administrator role, see Role Settings for the Partner Administrator Role.
In the wizard, go to Step 5 (Tab Access & Order), and change the settings for the role as needed. For more information, see the following:
- For more information on typical tab settings for the Channel Manager role, see Tab Access and Order for the Channel Manager Role.
- For more information on typical tab settings for the Partner Sales Representative role, see Tab Access and Order for the Partner Sales Representative Role.
In the wizard, go to Step 6 (Page Layout Assignment), and assign a page layout to each record type. For more information, see the following:
- For more information on typical page layout assignments for the Channel Manager role, see Page Layouts Assigned to the Channel Manager Role.
- For more information on typical page layout assignments for the Partner Sales Representative role, see Page Layouts Assigned to the Partner Sales Representative Role.
In the wizard, go to Step 7 (Search Layout Assignment), and assign a search layout to each record type.
For information about setting up search layouts, see Oracle CRM On Demand Online Help.
In the wizard, go to Step 8 (Homepage Layout Assignment), and assign a home page layout for each record type.
For information about setting up layouts, see Oracle CRM On Demand Online Help.
Click Finish.

Role Settings for the Channel Manager Role

This topic describes the typical role settings for the Channel Manager role. It contains the following information:

Record Type Access for the Channel Manager Role

Do not change any of the settings in the record type access for the Channel Manager role unless your company has a requirement to change the settings. However, if your company wants to use partner plans and partner campaigns, then you must configure the record type access shown in the following table for the Channel Manager role.

Table Record Type Access for the Channel Manager Role

Record Type	Has Access	Can Create	Can Read All Records
Partner Campaign	Selected	Selected	Selected
Partner Plan	Selected	Selected	Selected

Privileges for the Channel Manager Role

The Channel Manager role is copied from the PRM Administrator role, and therefore the Channel Manager role initially has the same privileges as the PRM Administrator role. For the Channel Manager role, company administrators typically change some of the privilege settings.

The following table shows the privilege settings that company administrators typically change for the Channel Manager role.

Caution: Unless it is a requirement for your company, do not change the settings for the other privileges for the Channel Manager role (copied from the PRM Administrator role). If you do, then you risk interrupting data processing within Oracle CRM On Demand.

Table Privileges for the Channel Manager Role

Category	Privilege	Assign
Customization: Data	Customize Application - Manage Custom Object 01	Not Selected
Customization: Data	Customize Application - Manage Custom Object 02	Not Selected
Customization: Data	Customize Application - Manage Custom Object 03	Not Selected
Customization: Data	Customize Application - Manage Custom Object 04-10	Not Selected
Customization: Data	Customize Application - Manage Custom Object 11- 15	Not Selected
Customization: Layout	Customize Application - Manage Dynamic Layouts	Not Selected
Customization: Layout	Customize Application - Manage Homepage Customization	Not Selected
Customization	Customize Application	Not Selected
PRM	Convert Deal Registrations	Selected

Tab Access and Order for the Channel Manager Role

Do not change any of the settings in the tab access and order for the Channel Manager role (copied from the PRM Administrator role) unless your company has a requirement to change the settings.

Page Layouts Assigned to the Channel Manager Role

The following table shows the page layouts that company administrators typically assign to the Channel Manager role.

Table Page Layouts Assigned to the Channel Manager Role

Record Type	Page Layout
Accreditation	Accreditation Page Channel Manager Layout
Accreditation Request	Accreditation Request Page Channel Manager Layout
Application	Application Page Channel Manager Layout
Business Plan	Business Plan Page Channel Manager Layout
Certification	Certification Page Channel Manager Layout
Certification Request	Certification Request Page Channel Manager Layout
Course	Course Page Channel Manager Layout
Course Enrollment	Course Enrollment Page Channel Manager Layout
Deal Registration	Deal Registration Page Channel Manager Layout
Exam	Exam Page Channel Manager Layout
Exam Registration	Exam Registration Page Channel Manager Layout
Fund	Fund Page Channel Manager Layout
Fund Request	Fund Request Page Channel Manager Layout
Lead	Lead Page Channel Manager Layout
MDF Request	MDF Request Page Channel Manager Layout
Objective	Objective Page Channel Manager Layout
Opportunity	Opportunity Page Channel Manager Layout
Partner	Partner Page Channel Manager Layout
Price List	Price List Page Channel Manager Layout
Price List Line Item	Price List Line Item Page Channel Manager Layout
Service Request	Service Request Page Channel Manager Layout
Solution	Solution Page Channel Manager Layout
Special Pricing Product	Special Pricing Product Page Channel Manager Layout
Special Pricing Request	Special Pricing Request Page Channel Manager Layout

Role Settings for the Partner Sales Representative Role

This topic describes the typical role settings for the Partner Sales Representative role. It includes the following:

Record Type Access for the Partner Sales Representative Role

The following table shows the record type access for partner relationship management that company administrators typically configure for the Partner Sales Representative role.

Table Record Type Access for the Partner Sales Representative Role

Record Type	Has Access	Can Create	Can Read All Records
Account	Selected	Not selected	Not selected
Accreditation	Selected	Not selected	Not selected
Accreditation Attachment	Selected	Not selected	Not selected
Accreditation Certification	Selected	Not selected	Not selected
Accreditation Product	Selected	Not selected	Not selected
Accreditation Product Category	Selected	Not selected	Not selected
Accreditation Request	Selected	Selected	Not selected
Accreditation Solution	Selected	Not selected	Not selected
Activity	Selected	Selected	Not selected
Applications	Not selected	Not selected	Not selected
Assessment	Selected	Selected	Not selected
Asset	Selected	Not selected	Not selected
Books	Selected	Not selected	Not selected
Business Plan	Not selected	Not selected	Not selected
Campaign	Selected	Not selected	Not selected
Certification	Selected	Not selected	Not selected
Certification Attachment	Selected	Not selected	Not selected
Certification Course	Selected	Not selected	Not selected
Certification Exam	Selected	Not selected	Not selected
Certification Product	Selected	Not selected	Not selected
Certification Product Category	Selected	Not selected	Not selected
Certification Request	Selected	Selected	Not selected
Certification Solution	Selected	Not selected	Not selected
Contact	Selected	Selected	Not selected
Course	Selected	Not selected	Not selected
Course Attachment	Selected	Not selected	Not selected
Course Enrollment	Selected	Selected	Not selected
Course Exam	Selected	Not selected	Not selected
Course Partner	Selected	Not selected	Not selected
Course Product	Selected	Not selected	Not selected
Course Product Category	Selected	Not selected	Not selected
Course Solution	Selected	Not selected	Not selected
Deal Registration	Selected	Selected	Not selected
Deal Registration Product Revenue	Selected	Selected	Not Selected
Exam	Selected	Not selected	Not selected
Exam Attachment	Selected	Not selected	Not selected
Exam Partner	Selected	Not selected	Not selected
Exam Product	Selected	Not selected	Not selected
Exam Product Category	Selected	Not selected	Not selected
Exam Registration	Selected	Selected	Not selected
Exam Solution	Selected	Not selected	Not selected
Forecast	Selected	Selected	Not selected
Fund	Selected	Not selected	Not selected
Fund Request	Selected	Selected	Not selected
Household	Not selected	Not selected	Not selected
Lead	Selected	Selected	Not selected
MDF Request	Selected	Selected	Not selected
Objective	Selected	Selected	Not selected
Opportunity	Selected	Selected	Not selected
Partner	Selected	Not selected	Not selected
Partner Campaigns	Not selected	Not selected	Not selected
Partner Plans	Not selected	Not selected	Not selected
Partner Program	Selected	Not selected	Not selected
Partner Special Pricing Request	Not selected	Not selected	Not selected
Program Membership	Selected	Not selected	Not selected
Related Accreditation	Selected	Not selected	Not selected
Related Certification	Selected	Not selected	Not selected
Related Course	Selected	Not selected	Not selected
Related Exam	Selected	Not selected	Not selected
Service Request	Selected	Selected	Not selected
Solution	Selected	Not selected	Selected
Special Pricing Product	Selected	Selected	Not selected
Special Pricing Request	Selected	Selected	Not selected

Privileges for the Partner Sales Representative Role

Oracle CRM On Demand groups privileges together in categories. The following table shows the privileges settings that company administrators typically configure for the Partner Sales Representative role.

Table Privileges for the Partner Sales Representative Role

Category	Privilege	Assign
Analytics	Access Analytics Dashboards - View Prebuilt Dashboards	Selected
Analytics	Access Analytics Reports - View Prebuilt Analyses	Selected
Analytics	Access V3 Analytics	Selected
CRM:Marketing	Archive Leads	Selected
CRM:Marketing	Convert Leads	Selected
CRM:Marketing	Partner Offerings	Selected
CRM:Marketing	Qualify Leads	Selected
CRM:Marketing	Reject Leads	Selected
CRM:Partners	Manage Fund Requests Access	Selected
CRM:Partners	Manage Funds Access	Selected
CRM	Share Calendar	Selected
Data Management: Export	List: Export All Fields	Selected
Data Management: Export	List: Export Displayed Fields	Selected
Data Management	Mass Update Any Field	Selected
Desktop/Mobile	Outlook/Notes Email Integration	Selected
Integration:Widgets	Embed CRM On Demand Widgets	Selected
My Setup	Personalize Homepages	Selected
My Setup	Reset Personal Password	Selected
PRM	Manage PRM Books and Workflows	Selected
PRM	Convert Deal Registrations	Not Selected
PRM	Manage PRM Access	Not Selected

Note: When a user in the partner organization searches for a user in a Lookup window, users in the brand owner company are never returned by the search by default. Only users in the partner organization are returned. If the company administrator wants users in the partner organization to be able to select users in the brand owner company in Lookup windows, then the company administrator can enable the View Brand Owner Users in Lookup privilege in the role of the relevant users in the partner organization. The View Brand Owner Users in Lookup privilege is not enabled by default for any role, but users who have the Manage PRM Access privilege in their role can enable the View Brand Owner Users in Lookup privilege for their own role and other roles.

Tab Access and Order for the Partner Sales Representative Role

The following table shows the tab access and order settings that company administrators typically configure for the Partner Sales Representative role.

Table Tab Access and Order for the Partner Sales Representative Role

Tab	Move to
Homepage	Selected Tabs
Calendar	Selected Tabs
Leads	Selected Tabs
Opportunity	Selected Tabs
Fund	Selected Tabs
Solution	Selected Tabs
Partner Program	Selected Tabs
Partner	Not selected
Deal Registrations	Selected Tabs
SP Requests	Selected Tabs
MDF Requests	Selected Tabs
Applications	Selected Tabs
Service	Selected Tabs
Objective	Selected Tabs
Accreditations	Selected Tabs
Certifications	Selected Tabs
Courses	Selected Tabs
Exams	Selected Tabs

Page Layouts Assigned to the Partner Sales Representative Role

The following table shows the page layouts that company administrators typically assign to the Partner Sales Representative role.

Table Page Layouts Assigned to the Partner Sales Representative Role.

Record Type	Page Layout Name
Accreditation	Accreditation Page Partner Sales Representative Layout
Accreditation Request	Accreditation Request Page Partner Sales Representative Layout
Application	Application Page Partner Sales Representative Layout
Certification	Certification Page Partner Sales Representative Layout
Certification Request	Certification Request Page Partner Sales Representative Layout
Course	Course Page Partner Sales Representative Layout
Course Enrollment	Course Enrollment Page Partner Sales Representative Layout
Deal Registration	Deal Registration Page Partner Sales Representative Layout
Exam	Exam Page Partner Sales Representative Layout
Exam Registration	Exam Registration Page Partner Sales Representative Layout
Fund	Fund Page Partner Sales Representative Layout
Fund Request	Fund Request Page Partner Sales Representative Layout
Lead	Lead Page Partner Sales Representative Layout
MDF Request	MDF Request Page Sales Representative Layout
Objective	Objective Page Partner Sales Representative Layout
Opportunity	Opportunity Page Partner Sales Representative Layout
Opportunity Product Revenue	Opportunity Product Revenue Page Standard Layout
Partner Program	Partner Program Page Partner Sales Representative Layout
Product	Product Page Standard Layout
Service Request	Service Request Page Partner Representative Layout
Solution	Solution Page Partner Sales Representative Page Layout
Special Pricing Product	Special Pricing Product Page Sales Representative Layout
Special Pricing Request	Special Pricing Request Page Sales Representative Layout
Task	Task Page Standard Layout

Role Settings for the Partner Administrator Role

Typically, the Partner Administrator role is created by copying the Partner Sales Representative role and then enabling an additional privilege for the new role. The following table shows the additional privilege that you enable for the Partner Administrator role.

Table Privilege for the Partner Administrator Role

Category	Privilege	Assign
PRM	Manage Users within the Partner Organization	Selected

The Manage Users within the Partner Organization privilege allows the user with the Partner Administrator role to edit and create users. Partner administrators will have access only to users within their own organization. For information about adding users to a partner organization, see Adding Partner Users.

Note: When a user in the partner organization searches for a user in a Lookup window, users in the brand owner company are never returned by the search by default. Only users in the partner organization are returned. If the company administrator wants users in the partner organization to be able to select users in the brand owner company in Lookup windows, then the company administrator can enable the View Brand Owner Users in Lookup privilege in the role of the relevant users in the partner organization. The View Brand Owner Users in Lookup privilege is not enabled by default for any role, but users who have the Manage PRM Access privilege in their role can enable the View Brand Owner Users in Lookup privilege for their own role and other roles.

Adding Partner Users

This task is a step in Roadmap for Configuring Oracle CRM On Demand for Partner Relationship Management.

A partner user is a user who has the Partner Organization field populated on her user record, and thus has access to the records for that partner organization. You can configure existing users to be partner users, and you can add new partner users.

Complete the following procedures to configure partner users. You must first configure the User Admin page layout, then set up a user as a partner user.

The following procedure describes how to configure the User Admin page layout.

To configure the User Admin page layout

In Oracle CRM On Demand, click Admin, and then click Application Customization.
In the Record Type Setup section, click User.
In the Page Layout Management section, click User Admin Page Layout.
In the User Admin Page Layout page, click the name link of the page layout that you want to change (that is, the page layout for the role given to users who can create and manage other users, typically the Administrator role).
Click the arrows to move the Partner Organization field to the section of the page where you want the field to appear.
Click Finish to save your changes.
Sign out of Oracle CRM On Demand and sign in again, to activate the changes.

The following procedure describes how to set up a user as a partner user.

To set up a user as a partner user

In Oracle CRM On Demand, click Admin.
In the User Management and Access Controls section, click User Management and Access Controls.
On the User Management and Access Controls page, click User Management.
On the User List page, do one of the following:
- To add a new user, click New User.
- To edit an existing user, click the Edit link beside the user name.
In the Partner Organization field on the User Edit page, click the lookup icon, and choose the partner organization with which the user is to be associated.
Save your changes.

Process of Configuring Books and Workflow Rules for Oracle CRM On Demand for Partner Relationship Management

This task is a step in Roadmap for Configuring Oracle CRM On Demand for Partner Relationship Management.

Your company can use books and workflow rules to manage user access to partner account records and their associated records. Typically, companies create one book for each partner organization, but it is also possible to use multiple books for one partner organization.

To configure books and workflow rules for Oracle CRM On Demand for Partner Relationship Management, perform the following tasks:

Creating the Partner Organization Book Type

This task is a step in Process of Configuring Books and Workflow Rules for Oracle CRM On Demand for Partner Relationship Management.

To support the use of books for Oracle CRM On Demand for Partner Relationship Management, the PRM administrator creates the partner organization book type. Complete the steps in the following procedure to create the partner organization book type.

To create the partner organization book type

In Oracle CRM On Demand, click Admin, and then click Application Customization.
In the Record Type Setup section, click Book.
In the Book Application Customization page, click Book Field Setup.
Click the Edit Picklist link for the Book Type field.
Enter the value, Partner Organization, in the picklist, and save your changes.
For more information about editing picklist fields, see Oracle CRM On Demand Online Help.

Creating Books for Partner Accounts

This task is a step in Process of Configuring Books and Workflow Rules for Oracle CRM On Demand for Partner Relationship Management.

After the PRM administrator has created the partner organization book type, the channel manager must create books for partner accounts. Complete the steps in the following procedure to create books for partner accounts.

To create books for partner accounts

Select the book type of the partner organization.
Select the appropriate partner in the Partner field.
Save the record.
Edit the Book record, and add the users who want access to the partner’s organization.
The users added are those people in the partner organization who always have access to the record to which the book is added.

Note: You can optionally create subbooks for your partner account books. For information about creating books and book hierarchies, see Oracle CRM On Demand Online Help.

How Books Are Associated with Records

When a partner account is linked to another record, the linked record can also be associated with the partner organization’s book. A book can be associated with a record in two ways:

By adding the book to the Book related information list on a record. You can use numerous books to represent a grouping of partner users. The books do not all need to be defined as type: Partner Organization, and they do not all need to have a partner defined. Books with the partner defined will be synchronized to records if the workflows described in this topic are used within the brand owner’s implementation. If you want only one partner book synchronized based on the workflow rules, then you have only one book for each partner with the partner defined. Define the other books used for partner users without the specified partner.
Automatically, through a workflow rule. You can create workflow rules with Oracle CRM On Demand for Partner Relationship Management specific actions to support the automatic association and dissociation of partner accounts and partner organization books with records. For example, you can use workflow rules to ensure that when a partner account is linked to an opportunity, the partner organization's book (or books) is also automatically added to the opportunity. This provides visibility to the opportunity record for all users of the partner organization (that is, the users who are associated with the partner organization’s book) at one time. Or, you can create a workflow rule that automatically links a partner account to a record when a book associated with the partner account is associated with the record. The workflow rule also removes the partner organization’s book from a record when the partner account is unlinked from the record. When a partner organization’s book is removed from the record, the users of the partner organization no longer have visibility to the record by means of the book.

Note: When you trigger the workflow actions for Oracle CRM On Demand for Partner Relationship Management, the partner book that was created automatically does not function properly. Only the manually created books function properly in workflows with Oracle CRM On Demand for Partner Relationship Management.

Configuring Workflow Rule Actions to Synchronize Partner Accounts

This task is a step in Process of Configuring Books and Workflow Rules for Oracle CRM On Demand for Partner Relationship Management.

Complete the following procedure to configure workflow rule actions to synchronize partner account information.

To configure a workflow rule action to synchronize partner account information

In Oracle CRM On Demand, click Admin, and then click Workflow Configuration.
In the Workflow Rules List page, click New.
In the Workflow Rule New page, create and save the workflow rule as follows:
1. Enter the name of the workflow rule.
2. Select the Active check box.
3. In the Record Type field, select Opportunity.
4. In the Trigger Event field, select When New Record Saved.
5. Save the workflow rule.
For more information about working with workflow rules, see Oracle CRM On Demand Online Help.

About Workflow Rule Actions Specific to Managing Partner Accounts

The following workflow rule actions are specific to managing partner accounts:

Sync Partner Books. Synchronizes the book associations when a partner account is a separate record not associated with the book. When the relationship of the account to that record is removed, the associated partner books are removed. Associated partner books are books where the partner is defined for the specific partner account. For example, when Partner Account A is linked to an opportunity record, all books defined as Partner A are also associated with the opportunity. If the association between the partner account and the opportunity is broken, then this workflow action removes the books for that partner account.
Sync Book Partner. Links a partner account to a record when a book associated with the partner account (and Partner field is specified on the book) is associated with the record. This workflow action also removes the partner account relationship from a record when a book associated with the partner account is removed from the record.
If multiple books are associated with that partner account, then other books associated with the partner account are also synchronized with the record.
Sync Owner Partner. When the record owner is a partner user and the partner organization is populated in the user record, the workflow synchronizes the record owner's partner account, and its associated books with the record. (Associated books are all books associated with that partner using the Partner field.) If the owner is changed, then all the books for the original partner are removed and that partner account is removed. An owner is automatically added to the team when the owner is added to the record. The user will also remain on the team if the user is removed from the Owner field.

Record Types for Which Oracle CRM On Demand for Partner Relationship Management Workflow Rule Actions Are Supported

The record types that support workflow rule actions for partner accounts are as follows:

Account
Lead
Opportunity
Fund
Fund Credits
Fund Debits
Partner Program

Note: The record type and the trigger event for a workflow rule determine which workflow rule actions are available for the workflow rule.

The following table describes the configuration of workflow rule actions for partner relationship management.

Table Workflow Actions for Partner Accounts

Workflow Rule Action	Configured for a Specific Record	Trigger Event and Outcome	Comments
Sync Partner Books	Child Record (For example, Account Partner)	When new record is saved. All books associated with the partner account are associated with the child record.	None
		Before record is deleted. All books associated with the partner account are removed from the child record.	None
		Before modified record is saved. If the partner account on the child record was changed, then all books associated with the previous partner account are removed from the child record.	None
		When modified record is saved. If the partner account on the child record was changed, then all books associated with the new partner account are associated with the child record.	None
Sync Book Partner	Child record for the book (For example, Account Book)	When new record saved. The book's partner account is associated with the child record for the book. All other books associated with the partner account are also associated with the child record for the book. Before record is deleted. The book's partner account is removed from the child record for the book.	Removing a book makes the partner account child record inactive, but it does not delete it. However, removing a partner account child or making it inactive, deletes the book.
Sync Owner Partner	Parent Record (Example: Lead)	When new record saved. The record owner's partner account is associated with the parent record. All books associated with the partner account are also associated with the parent record. Before modified record saved. If the owner of the parent record was changed from a partner user, then the previous owner's partner account is removed from the parent record. All other books associated with the previous record owner's partner account are also removed from the parent record. (Using this workflow action in this instance is optional depending on your business rules.) When modified record saved. If the owner of the parent record was changed to a partner user, then the new owner's partner account and associated books are associated with the parent record.	To ensure that the book information is synchronized, you must specify the workflow rules with the When new record saved trigger, and a rule with the When modified record is saved trigger. However, depending on your company's business rules, you may or may not choose to set up a rule using the Before modified record saved trigger, if your business rules dictate that changing an owner does not necessarily remove the previous owner's partner account and books from the record type.

Oracle CRM On Demand for Partner Relationship Management Workflow Actions

There are a number of workflow actions that are specific to Oracle CRM On Demand for Partner Relationship Management. Each type of these workflow actions is listed in the following tables. The workflows are listed in the sort order in the Workflow Rules List view.

When a partner book association with a record is changed, the workflow changes the partner account association with the record, as shown in the following table.

Table Workflow Record Types, Trigger Events, and Actions to Synchronize Books with Partner Account Records

Workflow Name	Workflow Menu Selection
	Record Type	Trigger Event	Action
BPS_AcctBook_NewRecSav	Account Book	When new record is saved	Sync Book Partner
BPS_AcctBook_RecDel	Account Book	Before record is deleted	Sync Book Partner
BPS_FundBook_NewRecSav	Fund Book	When new record is saved	Sync Book Partner
BPS_FundBook_RecDel	Fund Book	Before record is deleted	Sync Book Partner
BPS_LeadBook_NewRecSav	Lead Book	When new record is saved	Sync Book Partner
BPS_LeadBook_RecDel	Lead Book	Before record is deleted	Sync Book Partner
BPS_OptyBook_NewRecSav	Opportunity Book	When new record is saved	Sync Book Partner
BPS_OptyBook_RecDel	Opportunity Book	Before record is deleted	Sync Book Partner
BPS_ProgBook_NewRecSav	Program Book	When new record is saved	Sync Book Partner
BPS_ProgBook_RecDel	Program Book	Before record is deleted	Sync Book Partner

When you change the association of a partner user who is the record owner, the workflow associates or disassociates the partner book and partner account with the record as shown in the following table.

Table Workflow Record Types, Trigger Events, and Actions to Synchronize Books with Owner Partner Account Records

Workflow Name	Workflow Menu Selection
	Record Type	Trigger Event	Action
OPS_Acct_BeforeModRecSav	Account	Before modified record is saved	Sync Owner Partner
OPS_Acct_ModRecSav	Account	When modified record is saved	Sync Owner Partner
OPS_Acct_NewRecSav	Account	When new record is saved	Sync Owner Partner
OPS_Fund_BeforeModRecSav	Fund	Before modified record is saved	Sync Owner Partner
OPS_Fund_ModRecSav	Fund	When modified record is saved	Sync Owner Partner
OPS_Fund_NewRecSav	Fund	When new record is saved	Sync Owner Partner
OPS_Lead_BeforeModRecSav	Lead	Before modified record is saved	Sync Owner Partner
OPS_Lead_ModRecSav	Lead	When modified record is saved	Sync Owner Partner
OPS_Lead_NewRecSav	Lead	When new record is saved	Sync Owner Partner
OPS_Opty_BeforeModRecSav	Opportunity	Before modified record is saved	Sync Owner Partner
OPS_Opty_ModRecSav	Opportunity	When modified record is saved	Sync Owner Partner
OPS_Opty_NewRecSav	Opportunity	When new record is saved	Sync Owner Partner
OPS_Prog_BeforeModRecSav	Partner Program	Before modified record is saved	Sync Owner Partner
OPS_Prog_ModRecSav	Partner Program	When modified record is saved	Sync Owner Partner
OPS_Prog_NewRecSav	Partner Program	When new record is saved	Sync Owner Partner

When you change the association of a partner account association with a record, the workflow changes the partner book association as shown in the following table.

Table Workflow Record Types, Trigger Events, and Actions to Synchronize Books with Partner Account Records

Workflow Name	Workflow Menu Selection
	Record Type	Trigger Event	Action
PBS_AcctPart_BeforeModRecSav	Account Partner	Before modified record is saved	Sync Partner Books
PBS_AcctPart_ModRecSav	Account Partner	When modified record is saved	Sync Partner Books
PBS_AcctPart_NewRecSav	Account Partner	When new record is saved	Sync Partner Books
PBS_AcctPart_RecDel	Account Partner	Before record is deleted	Sync Partner Books
PBS_FundMemb_BeforeModRecSav	Fund Membership	Before modified record is saved	Sync Partner Books
PBS_FundMemb_ModRecSav	Fund Membership	When modified record is saved	Sync Partner Books
PBS_FundMemb_NewRecSav	Fund Membership	When new record is saved	Sync Partner Books
PBS_FundMemb_RecDel	Fund Membership	Before record is deleted	Sync Partner Books
PBS_LeadPart_BeforeModRecSav	Lead Partner	Before modified record is saved	Sync Partner Books
PBS_LeadPart_ModRecSav	Lead Partner	When modified record is saved	Sync Partner Books
PBS_LeadPart_NewRecSav	Lead Partner	When new record is saved	Sync Partner Books
PBS_LeadPart_RecDel	Lead Partner	Before record is deleted	Sync Partner Books
PBS_OptyPart_BeforeModRecSav	Opportunity Partner	Before modified record is saved	Sync Partner Books
PBS_OptyPart_ModRecSav	Opportunity Partner	When modified record is saved	Sync Partner Books
PBS_OptyPart_NewRecSav	Opportunity Partner	When new record is saved	Sync Partner Books
PBS_OptyPart_RecDel	Opportunity Partner	Before record is deleted	Sync Partner Books
PBS_ProgMemb_BeforeModRecSav	Program Membership	Before modified record is saved	Sync Partner Books
PBS_ProgMemb_ModRecSav	Program Membership	When modified record is saved	Sync Partner Books
PBS_ProgMemb_NewRecSav	Program Membership	When new record is saved	Sync Partner Books
PBS_ProgMemb_RecDel	Program Membership	Before record is deleted	Sync Partner Books

Example of Using a Workflow to Automatically Add a Partner Book to an Opportunity

The following is an Oracle CRM On Demand for Partner Relationship Management example of how to use a workflow to automatically add a Partner Book to an Opportunity when the Partner Organization is related to the Opportunity. This action gives users within the related Partner Book the same level of access to the Opportunity record as they have to their book.

In the Actions title bar on the Workflow Rule Detail page, click Menu, and then select the type of action that you want to be performed.
The trigger event on the workflow rule determines what types of actions can be created on the rule. Workflow rule actions for partner accounts are described in Record Types for Which Oracle CRM On Demand for Partner Relationship Management Workflow Rule Actions Are Supported.
In the Key Action Details section of the Workflow Action Edit page, enter a name for the action. If you want to enable the action, then select the Active check box.
Save the action.
From the Actions Menu, select Sync Owner Partner.
Provide an appropriate name.
Select Active.
Click Save.

Viewing Workflow Results

You can use Oracle CRM On Demand to view the results of your workflows.

Requirements for Viewing the Results of Your Workflow

Before you can view the results of your workflow, you must have completed the tasks in the Process of Configuring Books and Workflow Rules for Oracle CRM On Demand for Partner Relationship Management.

You must define a partner organization (Partner A) on the user record.
You must create a book as a Partner Book, and define the partner as Partner A.
For each record type, you must define a workflow rule and a workflow action for each Trigger Event and Action combination, and set both rule and action to Active.

Perform the following steps to view the results of your workflow.

To view workflow results

Select a record that the workflow will execute, and set up a partner relationship.

The following table shows the relationship attributes that you must define when adding Oracle CRM On Demand for Partner Relationship Management related record types to the shown record types.

Record Type	Comments
Accounts when adding Account Partners	You must define the relationship by using the Relationship Type of PRM Covering Partner or PRM Covered Item.
Opportunity when adding Opportunity Partners	You must define the relationship by using the Relationship Type of PRM Covering Partner or PRM Covered Item.
Partner Programs when adding Program Memberships	When you add the Partner in the related item, you must select the Active flag. (The Active flag may need to be added to your related item page layouts).
Funds when adding Fund Memberships	When you add the Partner in the related item, you must select the Active flag. (The Active flag may need to be added to your related item page layouts).
Leads when adding Lead Partners	When you add the Partner in the related item, you must select the Active flag. (The Active flag may need to be added to your related item page layouts).

Save the relationship record that you selected in Step 1.
Save the record type.
View the Books related item on the record type.
Add the appropriate book defined for Partner A, as follows:
1. If Books are not a related item that is visible to you, then update the access profile so that Books are visible as a related item.
  For more information on working with access profiles, see Setting Up Access Profiles for Partner Roles.
2. Sign out of Oracle CRM On Demand.
3. Sign in to Oracle CRM On Demand.
4. Verify that the workflow produced the results you wanted.