| 印刷 PDFバージョンのオンラインヘルプを開く

#### About Custom Fields Oracle CRM On Demand supplies the default fields that most organizations require. However, you might find fields in your existing records that do not have the corresponding fields in the records in Oracle CRM On Demand. In this case, you can create new fields, called custom fields, to support the unique needs of your company. This need might arise when you have existing records that you want to import into Oracle CRM On Demand. Custom fields: Can be used in assignment rules, reports, filtered lists, and targeted search NOTE: For performance reasons, some custom fields cannot be used to sort lists. Web links and concatenated fields cannot be used in assignment rules, reports, and targeted search. Maskable fields cannot be used in assignment rules, reports, or in expressions in Expression Builder. For more information on using custom fields in reports, see About Limitations in Analytics. Cannot be deleted Cannot be viewed until they are explicitly added to custom page layouts Are not inherited from one record type to another For example, a custom field you added for leads is not automatically carried over to opportunities when that lead is converted to an opportunity. Custom fields for lead records must be mapped if you want them to transfer when a lead is converted to an opportunity, account, or contact. Cannot be viewed by other users until they sign in again Can be referenced by Web links, concatenated fields, Web services, and other integration technologies The following table shows you how many new fields you can add to Oracle CRM On Demand. In addition to these fields, you can also use optimized fields for certain record types. These optimized fields are listed in a separate table below. The data pertains to available fields for most record types; that is, you can add 100 new picklist fields for accounts, 100 for contacts, 100 for opportunities, and so on. The maximum number of values (active or disabled) in a picklist is 1000. You can create a maximum of 3 custom Note fields for each of the Contact, Service Request, and Opportunity record types, and a maximum of 10 Note fields for each of the Custom Object 01 through 40 record types. You can also create maskable fields for the Account, Contact, Portfolio, Financial Account, Household, and Custom Object 01 through 40 record types. You can create a maximum of 5 maskable fields for each of these record types. For more information, see About Maskable Fields. NOTE: Some record types support custom related information fields. Custom related information fields that you create are counted towards the total number of fields of the relevant field type for the record type. For example, if you create a custom related information field of the Integer field type in the Custom Object 01 record type, then that field is one of the 35 fields of the Integer field type that you are allowed to create for the Custom Object 01 record type. For information about custom related information fields and how to create them, see About Custom Related Information Fields and Creating Custom Related Information Fields.
Record Type | Check Box | Currency | Date | Date/Time | Integer | Multiselect Picklist
--- | --- | --- | --- | --- | --- | ---
Account | 35 | 80 | 25 | 35 | 35 | 10
Account Contact | 35 | 25 | 25 | 35 | 35 | 0
Account Event | 0 | 0 | 0 | 0 | 0 | 0
Account Partner | 0 | 0 | 0 | 0 | 0 | 0
Account Team | 0 | 0 | 0 | 0 | 0 | 0
Business Plan Team | 0 | 0 | 0 | 0 | 0 | 0
Contact | 35 | 25 | 25 | 35 | 35 | 10
Contact Team | 0 | 0 | 0 | 0 | 0 | 0
Lead | 35 | 25 | 25 | 35 | 35 | 10
Lead Event | 0 | 0 | 0 | 0 | 0 | 0
Lead Team | 0 | 0 | 0 | 0 | 0 | 0
Opportunity | 35 | 25 | 25 | 35 | 35 | 10
Opportunity Event | 0 | 0 | 0 | 0 | 0 | 0
Opportunity Partner | 0 | 0 | 0 | 0 | 0 | 0
Opportunity Team | 0 | 0 | 0 | 0 | 0 | 0
Activity | 35 | 25 | 25 | 35 | 35 | 10
Campaign | 35 | 25 | 25 | 35 | 35 | 0
Solution | 35 | 25 | 25 | 35 | 35 | 0
Event | 35 | 25 | 25 | 35 | 35 | 0
Household | 35 | 25 | 25 | 35 | 35 | 0
Funds | 35 | 25 | 25 | 35 | 35 | 0
Portfolio | 35 | 25 | 25 | 35 | 35 | 0
Vehicle | 35 | 25 | 25 | 35 | 35 | 0
Service Request | 35 | 25 | 25 | 35 | 35 | 10
Service Request Team | 0 | 0 | 0 | 0 | 0 | 0
Program | 35 | 35 | 25 | 35 | 35 | 0
Custom Object 01 | 35 | 25 | 25 | 35 | 35 | 10
Custom Object 02 | 35 | 25 | 25 | 35 | 35 | 10
Custom Object 03 | 35 | 25 | 25 | 35 | 35 | 0
Dealer | 35 | 25 | 25 | 35 | 35 | 10
Product | 35 | 25 | 25 | 35 | 35 | 0
Asset | 35 | 25 | 25 | 35 | 35 | 0
Fund Request | 35 | 25 | 25 | 35 | 35 | 0
MDF Request | 35 | 25 | 25 | 35 | 35 | 0
Partner | 70 | 50 | 60 | 50 | 70 | 10
Revenue | 35 | 25 | 25 | 35 | 35 | 0
SP Request | 35 | 25 | 25 | 35 | 35 | 0
User | 35 | 25 | 25 | 35 | 35 | 0
Deal Registration | 35 | 25 | 25 | 35 | 35 | 0
Deal Registration Revenue Products | 35 | 25 | 25 | 35 | 35 | 0
Course | 35 | 25 | 25 | 35 | 35 | 0
Exam | 35 | 25 | 25 | 35 | 35 | 0
Certification | 35 | 25 | 25 | 35 | 35 | 0
Accreditation | 35 | 25 | 25 | 35 | 35 | 0
Custom Objects 04 and higher | 35 | 25 | 25 | 35 | 35 | 0
Industry-specific record types other than those listed in this table | 35 | 25 | 25 | 35 | 35 | 0
Contact Relationship | 35 | 25 | 25 | 35 | 35 | 0
Invitee | 35 | 25 | 25 | 35 | 35 | 0
Record Type | Number | Percent | Phone | Picklist | Text (Long) | Text (Short) | Web Link Plus Concatenated Field
--- | --- | --- | --- | --- | --- | --- | ---
Account | 33 | 30 | 20 | 100 | 30 | 70 | 100
Account Contact | 63 | 0 | 20 | 100 | 30 | 60 | 100
Account Event | 0 | 0 | 0 | 0 | 0 | 0 | 20
Account Partner | 0 | 0 | 0 | 0 | 0 | 0 | 20
Account Team | 0 | 0 | 0 | 0 | 0 | 0 | 20
Business Plan Team | 0 | 0 | 0 | 0 | 0 | 0 | 20
Contact | 33 | 30 | 20 | 100 | 30 | 70 | 100
Contact Team | 0 | 0 | 0 | 0 | 0 | 0 | 20
Lead | 33 | 30 | 20 | 100 | 30 | 70 | 100
Lead Event | 0 | 0 | 0 | 0 | 0 | 0 | 20
Lead Team | 0 | 0 | 0 | 0 | 0 | 0 | 20
Opportunity | 33 | 30 | 20 | 100 | 30 | 70 | 100
Opportunity Event | 0 | 0 | 0 | 0 | 0 | 0 | 20
Opportunity Partner | 0 | 0 | 0 | 0 | 0 | 0 | 20
Activity | 33 | 30 | 20 | 100 | 30 | 45 | 100
Campaign | 35 | 30 | 20 | 100 | 30 | 70 | 100
Solution | 33 | 30 | 20 | 100 | 30 | 46 | 100
Event | 33 | 30 | 20 | 100 | 30 | 70 | 100
Household | 35 | 30 | 20 | 100 | 30 | 70 | 100
Funds | 33 | 30 | 10 | 100 | 30 | 45 | 100
MDF Request | 35 | 30 | 20 | 100 | 30 | 60 | 100
Portfolio | 33 | 30 | 20 | 100 | 30 | 70 | 100
Vehicle | 35 | 30 | 20 | 100 | 30 | 60 | 100
Service Request | 33 | 30 | 20 | 100 | 30 | 45 | 100
Service Request Team | 0 | 0 | 0 | 0 | 0 | 0 | 20
SP Request | 35 | 30 | 20 | 100 | 30 | 60 | 100
Program | 35 | 30 | 20 | 100 | 30 | 60 | 100
Custom Object 01 | 35 | 30 | 20 | 100 | 30 | 60 | 100
Custom Object 02 | 35 | 30 | 20 | 100 | 30 | 60 | 100
Custom Object 03 | 35 | 30 | 20 | 100 | 30 | 60 | 100
Dealer | 35 | 30 | 20 | 100 | 30 | 60 | 100
Product | 33 | 30 | 10 | 100 | 30 | 45 | 100
Asset | 33 | 30 | 20 | 100 | 30 | 70 | 100
Fund Request | 33 | 30 | 20 | 100 | 30 | 70 | 100
Partner | 68 | 60 | 30 | 200 | 60 | 105 | 100
Revenue | 33 | 30 | 20 | 100 | 30 | 45 | 100
User | 35 | 30 | 20 | 100 | 30 | 60 | 100
Deal Registration | 35 | 30 | 20 | 100 | 30 | 60 | 100
Deal Registration Revenue Products | 35 | 30 | 20 | 100 | 30 | 60 | 100
Course | 35 | 30 | 20 | 100 | 30 | 60 | 100
Exam | 35 | 30 | 20 | 100 | 30 | 60 | 100
Certification | 35 | 30 | 20 | 100 | 30 | 60 | 100
Accreditation | 35 | 30 | 20 | 100 | 30 | 60 | 100
Custom Objects 04 and higher | 35 | 30 | 20 | 100 | 30 | 60 | 100
Industry-specific record types other than those listed in this table | 35 | 30 | 20 | 100 | 30 | 60 | 100
Contact Relationship | 35 | 30 | 20 | 100 | 30 | 60 | 100
Invitee | 35 | 30 | 20 | 100 | 30 | 60 | 98
In addition to the fields provided above, the following table shows the additional optimized fields that are available for the following record types in Oracle CRM On Demand. For more information on optimized fields, see Creating and Editing Fields.
Record Type | Check Box | Currency | Date | Date/Time | Integer | Multiselect Picklist
--- | --- | --- | --- | --- | --- | ---
Account | 5 | 25 | 25 | 0 | 25 | 0
Account Event | 20 | 10 | 20 | 20 | 20 | 0
Account Partner | 20 | 10 | 20 | 20 | 20 | 0
Account Team | 35 | 25 | 25 | 25 | 35 | 0
Activity | 5 | 25 | 25 | 0 | 25 | 0
Assessment | 5 | 5 | 5 | 0 | 5 | 0
Business Plan Team | 35 | 25 | 25 | 25 | 35 | 0
Campaign | 5 | 5 | 5 | 0 | 5 | 0
Contact | 5 | 25 | 25 | 0 | 25 | 0
Contact Team | 35 | 25 | 25 | 25 | 35 | 0
Custom Objects 1-40 | 5 | 5 | 5 | 0 | 5 | 0
Division | 35 | 25 | 25 | 35 | 35 | 0
Lead | 5 | 5 | 5 | 0 | 5 | 0
Lead Event | 20 | 10 | 20 | 20 | 20 | 0
Lead Team | 35 | 25 | 25 | 25 | 35 | 0
Opportunity | 5 | 25 | 25 | 0 | 25 | 0
Opportunity Event | 20 | 10 | 20 | 20 | 20 | 0
Opportunity Partner | 20 | 10 | 20 | 20 | 20 | 0
Opportunity Team | 35 | 25 | 25 | 25 | 35 | 0
Product | 5 | 5 | 5 | 0 | 5 | 0
Product Indication | 35 | 25 | 25 | 35 | 35 | 0
Revenue | 5 | 5 | 5 | 0 | 5 | 0
Service Request | 5 | 25 | 25 | 0 | 25 | 0
Service Request Team | 35 | 25 | 25 | 25 | 35 | 0
Record Type | Number | Percent | Phone | Picklist | Text (Long) | Text (Short) | Web Link/ Concatenated Fields
--- | --- | --- | --- | --- | --- | --- | ---
Account | 25 | 0 | 0 | 25 | 25 | 25 | 0
Account Event | 20 | 10 | 10 | 50 | 20 | 50 | 0
Account Partner | 20 | 10 | 10 | 50 | 20 | 50 | 0
Account Team | 35 | 25 | 25 | 50 | 25 | 50 | 0
Activity | 25 | 0 | 0 | 25 | 25 | 25 | 0
Assessment | 5 | 0 | 0 | 5 | 5 | 5 | 0
Business Plan Team | 35 | 25 | 25 | 50 | 25 | 50 | 0
Campaign | 5 | 0 | 0 | 5 | 5 | 5 | 0
Contact | 25 | 0 | 0 | 25 | 25 | 25 | 0
Contact Team | 35 | 25 | 25 | 50 | 25 | 50 | 0
Custom Objects 1-40 | 5 | 0 | 0 | 5 | 5 | 5 | 0
Division | 35 | 30 | 20 | 100 | 30 | 60 | 0
Lead | 5 | 0 | 0 | 5 | 5 | 5 | 0
Lead Event | 20 | 10 | 10 | 50 | 20 | 50 | 0
Lead Team | 35 | 25 | 25 | 50 | 25 | 50 | 0
Opportunity | 25 | 0 | 0 | 25 | 25 | 25 | 0
Opportunity Event | 20 | 10 | 10 | 50 | 20 | 50 | 0
Opportunity Partner | 20 | 10 | 10 | 50 | 20 | 50 | 0
Opportunity Team | 35 | 25 | 25 | 50 | 25 | 50 | 0
Product | 5 | 0 | 0 | 5 | 5 | 5 | 0
Product Indication | 35 | 30 | 20 | 100 | 30 | 60 | 0
Revenue | 5 | 0 | 0 | 5 | 5 | 5 | 0
Service Request | 25 | 0 | 0 | 25 | 25 | 25 | 0
Service Request Team | 35 | 25 | 25 | 50 | 25 | 50 | 0

公開日 2022 年 8 月 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.