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Administering Oracle CRM On Demand > Company Administration > Division Setup > Process of Setting Up Divisions

Process of Setting Up Divisions

Before you begin. Review the information in Considerations When Setting Up Divisions.

To set up divisions for your company, perform the following tasks:

1. Determine the following:
   • The divisions that you want to set up.
   • The picklist value group that you want to associate with each division, if any. Each division can be associated with only one picklist value group, but a picklist value group can be associated with multiple divisions.
   • The users that you want to associate with each division.
2. Create your divisions.

   For more information, see Creating Divisions.

3. (Optional) Associate picklist value groups with the divisions.

   For more information, see Associating Picklist Value Groups with Divisions.

4. Associate users with the divisions.

   For more information, see Associating Users with Divisions.

5. (Optional) Add the Division field to the page layouts for the record types on which you want to use divisions.

   For more information, see Customizing Static Page Layouts and Specifying Dynamic Page Layouts.