Getting Started

This chapter describes the initial tasks that must be completed before you begin to configure Oracle CRM On Demand for Partner Relationship Management. It includes the following topics:

Provisioning Oracle CRM On Demand for Partner Relationship Management

If your company plans to use Oracle CRM On Demand for Partner Relationship Management, then your first task is to contact Oracle CRM On Demand Customer Care and ask a representative to set up your company to use Oracle CRM On Demand for Partner Relationship Management. The initial setup process, which is referred to as provisioning, makes available Web pages, record types, features, and fields, which can differ from the standard edition of Oracle CRM On Demand for Partner Relationship Management but are relevant to your business.

Record Types for Oracle CRM On Demand for Partner Relationship Management

When Customer Care provisions Oracle CRM On Demand for Partner Relationship Management for your company, they add the following record types to Oracle CRM On Demand:

Accreditation
Certification
Course
Deal Registration
Deal Registration Product Revenue
Exam
Partner
Partner Program
Fund
Fund Request
MDF Request
Special Pricing Request
Special Pricing Product
Price List
Price List Line Item

Customer Care also creates the PRM administrator access profiles and the PRM Administrator role, and assigns this role to your company administrator. This role gives company administrators the privileges and access options that they require to do the following:

Configure Oracle CRM On Demand for Partner Relationship Management.
Create other roles.
Grant the same privileges and access options to other roles, as required.

For more information on these configuration tasks, see Configuring Oracle CRM On Demand for Partner Relationship Management.

Customer Care can also set up other features in Oracle CRM On Demand for Partner Relationship Management, including the following:

Custom objects
How your company accesses Oracle CRM On Demand
How your company manages large volumes of data