Using Social Objects in the Add-In for Outlook

Social Objects are business objects in a business application or business process that are shared with Oracle Social Network. A shared business object is called a Social Object in Oracle Social Network.

A Social Object has its own wall for messages and documents and its own membership. A Social Object's membership includes all of the people involved in projects centering around that object. For example, the membership for a customer Social Object that comes from your CRM system, could include someone from your sales team, product management, fulfillment, and other lines of business.

Your implementation of Oracle Social Network might use Social Objects from your own systems-of-record.

1. On the navigation bar, click and select a type of Social Object to show.
2. Click on the Social Object banner, select Arrange By, then select the sorting option to apply.

1. On the navigation bar, click and select a type of Social Object to show.
2. In the panel, double-click the object you want to view to open its details.

Referring items are items that link to the current item. For example, the Acme collection includes the Conversation Wiley. The Wiley Conversation, in turn, lists the Acme collection on its list of referring items.

1. On the navigation bar, click and select a type of Social Object to show.
2. Double-click the object to open it.
3. Click .
4. Click the Add Existing Item icon in the Social Object banner.
   
5. Select a way to locate the item, for example, select:

   • Recent Items—For a list of items you have visited recently

   • Favorites—For a list of items you have marked as a favorite

   • Search—To use search to locate the item

     When you select from the pop-up results, the dialog closes and your selection is added to the list of related items. You can skip the next step.

6. Select one or more items.
7. Click OK to add your selections to the Social Object's list of related items.

1. On the navigation bar, click and select a type of Social Object to show.
2. Double-click the object to open it.
3. Click .
4. Click the New Conversation icon to open the New dialog.
   
5. Enter details as you would for any other item.
6. To copy the Social Object's membership list to the new item, select Copy membership of source Social Object.
7. Click OK to add the item to the object's list of related items.

1. On the navigation bar, click and select a type of Social Object to show.
2. Double-click the object to open it.
3. Click .

1. On the navigation bar, click and select a type of Social Object to show.
2. Double-click the object to open it.
3. Click .

When a user is added to or removed from an item a membership message is posted to the item (for example, This <Social Object> is now accessible to: Jane Doe). If you'd prefer not to show those messages, you can hide them. See How do I hide membership messages?