Print      Open PDF Version of Online Help

Administering Oracle CRM On Demand > Processes for Administering Oracle CRM On Demand

Processes for Administering Oracle CRM On Demand

The Administrator pages in Oracle CRM On Demand allow you to manage the deployment of Oracle CRM On Demand to your users and the setting up of your data requirements. Using the Administrator pages, you can customize the appearance of Oracle CRM On Demand to meet your specific business requirements. Use the following guidelines to manage your deployment of Oracle CRM On Demand:

1. Review all available resources.

   Before you set up a new Oracle CRM On Demand deployment, review the following resources:

   • Read the Oracle CRM On Demand Administrator Preview Guide. This guide is available to all company administrators and provides information on how to enable functionality in Oracle CRM On Demand. For more information on how to access the Oracle CRM On Demand Administrator Preview Guide, click the Training and Support link in Oracle CRM On Demand.
   • Review the additional tools, templates, checklists, Web seminars, and guides by clicking the Training and Support link in Oracle CRM On Demand.
   • Enroll in the Administration Essentials course offered by Oracle University.
2. Evaluate your business processes and the roles that users play within your organization.

   Review the Oracle CRM On Demand Administrator Rollout Guide available on My Oracle Support. Download and use the Custom Field Setup Template to plan your deployment properly from the start. The Custom Field Setup Template is available in the Tools and Templates page in the Training and Support Center in My Oracle Support.

   • Define data visibility and how the data will be secured by considering the following factors and functionality:
     • Access Profiles. For more information, see Access Profile Management.
     • Teams. For more information, see Sharing Records (Teams).
     • Books. For more information, see Book Management.
     • Manager Visibility. For more information, see Setting Up Your Company Profile and Global Defaults.
   • Define the data model and relevant fields. Evaluate which reports require trend analysis, real-time trend analysis, and the record types that they support.
   • Define the following processes associated with validating and interacting with data:
     • Setting up sales processes. For more information see Setting Up Sales Processes, Categories, and Coaches.
     • Defining lead conversion layouts and field mappings. For more information, see Lead Conversion Administration.
     • Defining field validation. For more information, see About Field Management.
     • Defining workflow processes. For more information, see Business Process Management.
     • Integrating Oracle CRM On Demand with Web services. For more information, see Web Services Integration.
   • Define Customer Test Environments (CTEs) and any additional environments for training and testing.
3. Set up your company.

   Each company is unique. In Oracle CRM On Demand, you can customize many company settings so that they match your business setup.

   • Set up your company's fiscal year, languages, currencies, exchange rates, and so on.
   • Request the appropriate access rights and CTE. For more information on setting up your company, see Setting Up Your Company Profile and Global Defaults.
4. Set up your user profiles.

   Users in a company have specific roles and responsibilities. Some users have access to certain data, while others do not. Before adding these users, set up the visibility and role for each type of user.

   • Set up the roles for your Oracle CRM On Demand users. For more information, see Adding Roles.
   • Set up the access profiles for your company. For more information, see Access Profile Management.
   • Set up your visibility model, for example, books, teams, and so on. For more information, see Book Management and Sharing Records (Teams).
5. Configure the data model, for example, add or rename fields, record types, and so on.

   Data requirements are also unique in a company. In Oracle CRM On Demand you can add new fields to existing record types, rename fields to match your business terms, or add new custom record types. Before you start to add data, do the following:

   • Add the new fields and record types required for the definition of your data model. For more information, see Creating and Editing Fields and Adding Record Types.
   • Rename the fields and record types to match your specific business terms. For more information, see Managing Field Labels and Renaming Record Types.
   • Populate picklists. You can use the import functionality to import large numbers of picklist values to picklist fields quickly. For more information, see Changing Picklist Values.
   • Configure layouts. Display only the fields required for each role and to use dynamic layouts. For more information, see Customizing Static Page Layouts and Specifying Dynamic Page Layouts.
   • Configure your processes such as workflows, sales processes, and so on. For more information, see Business Process Management and Setting Up Sales Processes, Categories, and Coaches.
   • Configure lists for roles. The first 10 lists appear on a user's homepage. It is recommended that lists do not return large amounts of data. Twenty-five to 100 records is the recommended manageable number of records for daily tasks. It is also recommended to do the following:
     • Use indexed fields whenever possible.
     • In the list, include fields that users want to update frequently.

       For more information on configuring lists, see Creating and Refining Lists.

6. Provide information about business metrics by generating reports.

   Use the Analytics functionality in Oracle CRM On Demand to generate custom reports that are relevant to your business needs, and then make them accessible to users. For more information on reports, see Analytics.

7. Import your data and users.

   Use the import functionality to import legacy data to Oracle CRM On Demand. You can import all of your users, or add them all manually through the User Management page. When users have been added, they receive an email with their temporary password to access Oracle CRM On Demand, and they can start working immediately. For more information on importing data, see Import and Export Tools.