Creating Partner Organization Books (Channel Managers)
This task is a step in Example Process of Creating Partner Accounts.
Complete the steps in the following procedure to create a partner organization book.
To create a partner organization book
In Oracle CRM On Demand, click Admin.
In the User Management and Access Controls section of the Admin Homepage, click Book Management.
On the Book Hierarchy page, click New.
On the Book Edit page, enter the information for the book, including the fields shown in the following table, and then save your record.
The following table describes the settings for the fields on partner organization books.
Field Description Book Name
It is recommended that you define a naming convention such as the following: Partner Book - Company A - Location.
Book Type
Choose the partner organization value from the picklist.
Partner
Click the lookup icon, and select the partner organization with which the partner book will be associated.
Can Contain Data
Select the check box.
On the Book Details page, on the title bar of the Book Users section, click Add Users.
In the Book Users Edit page, choose the users whom you want to associate with the book.
These users have visibility to the partner account record and to the records linked to the partner account.
Select a book user role (optional) and a book access profile for each user.
For information about book user roles and book access profiles, see Oracle CRM On Demand Online Help.
Save the record.
For more information about books, see Oracle CRM On Demand Online Help.