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## Application Customisation Your company probably has specific requirements for how data is gathered and recorded, what terminology is used, and how information needs to be presented so that employees have what they need to be productive. Application customisation lets you customise Oracle CRM On Demand to meet your company requirements, including page layout, field management, and list access requirements. The following examples illustrate some ways in which you can customise the application: Example 1: You might want all of your sales representatives to include an email address on all of their contact records. The best way to make sure that this requirement is met is to make the Email field a required field. Then, anyone who creates a new contact record cannot save it unless it includes an email address. Example 2: You have two groups of employees that each need to track different information on an account page. You can meet this requirement by creating a different account page layout for each group and providing the appropriate access through role assignment. The Application Customisation page has two sections: Record Type Setup. Contains links for each of the top-level record types. When you click a link, you are taken to a record-type-specific customisation page. Depending on your company set-up, industry-specific record types might not be visible within Oracle CRM On Demand. Also, industry-specific records might require customisation according to your company's specific needs. For more information on the tasks that you can perform from the individual application customisation pages, see Record Type Application Customisation Page. Application Setup. Contains links to various customisation functions that are not specific to a record type. Click a topic to see step-by-step instructions for the procedures available from the Application Set-up section: Displaying External Web Pages, Reports, and Dashboards in Tabs Creating Picklist Value Groups Creating and Managing Action Bar and Global Header Layouts Creating Global Web Applets Uploading Client Side Extensions Managing Custom HTML Head Additions Creating and Managing Action Bar and Global Header Layouts Customising My Homepage for Your Company Enabling Custom Reports in My Homepage Renaming Record Types and Adding Record Types Changing the Icon for a Record Type Customising REST Integration Tags Creating New Themes Uploading and Managing Custom Icon Sets Uploading and Managing Custom Global Header Icons Customising Previous Ownership for Shared Records NOTE: For the My Homepage Layout and My Homepage Custom Report functions, your role must include the Customise Application - Manage Homepage Customisation privilege. Before you begin: To perform the application customisation procedures, your role must include the Customise Application privilege. Ensure that you understand your business needs: Talk with your business owners to understand their business processes and needs for the application. Determine the fields, display names, values for picklists and other custom fields required to support their needs. Determine how the fields should be laid out on the interface and what fields must be marked as required. Use the Field Set-up and Page Layout templates, available in the Tools and Templates area of the Training and Support Centre, to help you document your application customisation requirements. NOTE: For information about the considerations that apply to using customized code in Oracle CRM On Demand, see Important Considerations for Customers Using Customized Code in Oracle CRM On Demand.

Published August 2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.