Configuring Oracle CRM On Demand for Partner Relationship Management

This chapter describes how to configure Oracle CRM On Demand for Partner Relationship Management. It includes the following topics:

• About Configuring Oracle CRM On Demand for Partner Relationship Management

• Migrating Fund Requests from Previous Releases

• About the Shared Address Functionality

• Roadmap for Configuring Oracle CRM On Demand for Partner Relationship Management

• Setting Up Page Layouts

• Page Layout Configurations for the Channel Manager Role

• Page Layout Modifications for the Partner Sales Representative Role

• Setting Up Access Profiles for Partner Roles

• Access Profile Settings for the Channel Manager Role

• Access Profile Settings for the Partner Sales Representative Role

• Access Profile Settings for the Partner Administrator Role

• Creating Partner Roles

• Role Settings for the Channel Manager Role

• Role Settings for the Partner Sales Representative Role

• Role Settings for the Partner Administrator Role

• Adding Partner Users

• Process of Configuring Books and Workflow Rules for Oracle CRM On Demand for Partner Relationship Management