1. Oracle CRM On Demand for Partner Relationship Management Configuration Guide
  2. Creating Books for Partner Accounts

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

  1. Select the book type of the partner organization.

  2. Select the appropriate partner in the Partner field.

  3. Save the record.

  4. 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.