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Administering Oracle CRM On Demand > Application Plug-Ins > Process of Integrating Oracle Social Network with Oracle CRM On Demand

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Process of Integrating Oracle Social Network with Oracle CRM On Demand

If your company uses Oracle Social Network, then you can integrate Oracle Social Network with Oracle CRM On Demand. After you integrate Oracle Social Network with Oracle CRM On Demand, users in your company can share information from records in Oracle CRM On Demand as social objects in Oracle Social Network.

NOTE: Users in Oracle Social Network who are not users in Oracle CRM On Demand can access the social object for a shared record from Oracle CRM On Demand if another user adds them to the social objects in Oracle Social Network. Similarly, users in Oracle CRM On Demand who do not have access to a specific record in Oracle CRM On Demand can access the social object for that record in Oracle Social Network if another user adds them to the social object in Oracle Social Network.

To integrate Oracle Social Network with Oracle CRM On Demand, perform the following tasks:

  1. Contact Oracle CRM On Demand Customer Care and ask to have the Manage Oracle Social Network Integration privilege enabled for your company administrator's role.

    After the Manage Oracle Social Network Integration privilege is enabled by Oracle CRM On Demand Customer Care, the Oracle Social Network link becomes available in the Application Plug-Ins section of the Admin Homepage in Oracle CRM On Demand.

  2. In Oracle CRM On Demand, configure the Oracle Social Network integration settings, as described in Configuring Oracle Social Network Integration Settings.
  3. Configure the page layouts and user roles to allow users to use the Oracle Social Network integration, as follows:
    • Add the Social related information section to the appropriate page layouts for the record types.
    • Enable the Oracle Social Network Integration privilege and make the Social Web tab available for the user roles as necessary.

      NOTE: Users who have personalized a page layout to which you add the Social related information section do not see the Social section on their page layout by default. For information about how personalized page layouts interact with page layouts for roles, see How Personalized Related Information Layouts Interact with Page Layouts for Roles. For information about resetting page layouts to the default layout, see Resetting Personalized Page Layouts.

For more information about integrating Oracle Social Network with Oracle CRM On Demand, see 1802518.1 (Article ID) on My Oracle Support.

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