Contents

• Title and Copyright Information
• Preface

1 What's New in This Release

• What’s New in Configuration Guide for Oracle CRM On Demand Life Sciences Edition, Release 45

2 Getting Started

• Getting Started
• About This Guide
  • About Oracle CRM On Demand Industry Editions
  • About Oracle CRM On Demand Life Sciences Edition
• About Provisioning Oracle CRM On Demand Life Sciences Edition
• Record Types for Oracle CRM On Demand Life Sciences Edition
• About Life Sciences Preferences
• Roadmap for Configuring Oracle CRM On Demand Life Sciences Edition

3 Configuring Required Fields

• Configuring Required Fields
• Configuring the Fields for Oracle CRM On Demand Life Sciences Edition
• About Field Setup
  • About Sample Transaction Field Setup
  • About Account Contact Field Setup
  • About Call Type Picklist Setup for Account and Contact
  • About Type Picklist Setup for Order and Sample Requests
  • About Required Fields for Account Call and Contact Call

4 Setting Up Page Layouts

• Setting Up Page Layouts
• Page Layouts in Oracle CRM On Demand Life Sciences Edition
  • Generic Page Layouts
  • Custom Page Layouts
  • Dynamic Page Layouts
• Setting Up Page Layouts for Oracle CRM On Demand Life Sciences Edition
• Page Layout Configurations for the LS Field Sales Rep Role
  • Page Layouts for the LS Field Sales Rep Role
  • Page Sections for the LS Field Sales Rep Role Page Layouts
  • Field Setup and Layout for the LS Field Sales Rep Role Page Layouts
  • Related Information Sections for the LS Field Sales Rep Role Page Layouts
  • Call Product Detail Page Layout
    • Fields Available in the Call Product Detail Page Layout
    • Related Information Sections Available in Call Product Detail Page Layout
    • Record Types That Use the Call Product Detail Page Layout
• Setting Up Structured Product Messaging Dynamic Page Layouts

5 Setting Up Access Profiles and the Order Usage Option

• Setting Up Access Profiles and the Order Usage Option
• Setting Up Access Profiles for Life Sciences Roles
• Access Profile Settings for the LS Field Sales Rep Role
  • Access Profiles for the LS Field Sales Rep Role
  • Access Levels for the LS Field Sales Rep Role
• Selecting the Order Usage Option

6 Setting Up Roles

• Setting Up Roles
• Creating Life Sciences Roles
• Role Settings for the LS Field Sales Rep Role
  • Record Type Access for the LS Field Sales Rep Role
  • Privileges for the LS Field Sales Rep Role
  • Tab Access and Order for the LS Field Sales Rep Role
  • Page Layout Assignment for the LS Field Sales Rep Role

7 Setting Up Business Processes to Lock Records

• Setting Up Business Processes to Lock Records
• Setting Up Business Processes to Lock Records in Oracle CRM On Demand Life Sciences Edition
• Creating a Business Process to Lock Call Activity Records
  • Call Activity Record State Stage Definitions
• Creating a Business Process to Lock Sample Transaction Records
  • Sample Transaction Record State Stage Definitions
• Creating a Business Process to Lock Messaging Plan Records
  • Messaging Plan Record State Stage Definitions
• Creating a Business Process to Lock Solution Records
  • Solution Record State Stage Definitions
• Creating a Business Process to Lock Validated Address Records
  • Validated Address Record State Stage Definitions
• Creating a Business Process to Lock Sample Request Records
• Creating a Business Process to Lock Call Product Detail Records
• Creating a Business Process to Lock Sample Disclaimer Records
• Creating a Business Process to Lock Records in General

8 Data Loading

• Data Loading
• About Importing Data into Oracle CRM On Demand
• Process of Loading the Seed Data

9 Setting Up Custom Objects

• Setting Up Custom Objects
• About Custom Objects
• Configuring Custom Objects for Oracle CRM On Demand Life Sciences Edition

10 Configuring Key Accounts

• Configuring Key Accounts
• About Key Account Management
• Restrictions on Configuring Key Account Management Record Types
• Process of Configuring Key Account Management Record Types