Oracle CRM On Demand Administration Essentials:
Gespeichert in:
Bibliographische Detailangaben
1. Verfasser: Rao, Padmanabha (VerfasserIn)
Format: Elektronisch E-Book
Sprache:English
Veröffentlicht: Birmingham Packt Pub. 2012
Schlagworte:
Online-Zugang:Volltext
Beschreibung:Create Integration Event
Table of Contents; Oracle CRM On Demand Administration Essentials; Oracle CRM On Demand Administration Essentials; Credits; About the Authors; About the Reviewers; www.PacktPub.com; Support files, eBooks, discount offers and more; Why Subscribe?; Free Access for Packt account holders; Instant Updates on New Packt Books; Preface; What this book covers; What you need for this book; Who this book is for; Conventions; Reader feedback; Customer support; Downloading the color images of this book; Errata; Piracy; Questions; 1. Overview of CRM On Demand; What is CRMOD?; The CRMOD service
Service infrastructureThe software; Industry editions; CRMOD administration; CRMOD out of the box; Custom administration; Summary; 2. Steps 1-2-3: Go Live Out of the Box; Step 1 -- Knowing the prebuilt marketing, sales, and service organizations; CRM data; Function -- Marketing; Campaign; Recipient; Lead; Function -- Sales; Account; Contact; Opportunities; Sales process; Revenues; Assets; Sales forecasts; Function -- Service; Service requests; Solutions; Activity; CRM staff; Step 2 -- Setting your company profile; The Company Administration data; The Company Profile
Company SignIn and Password ControlActivating languages; IP Address Restrictions; The Sign In Audit and Audit Trail sections; Currency definition; Creating the login IDs for users; Creating the product catalog; Enabling sales forecasts; Step 3 -- Pass the word around; Creating company-wide alerts and messaging; Issuing the user IDs; Ongoing support to users; Summary; 3. CRM On Demand Customization; The application architecture; Customizability; The data model; Data management; The process model; Object model; Fields; External objects; Business rules; Security model; The interface model
Online interfaceWeb services interface; Special interfaces; Summary; 4. Application Customization; Data model-level customization; Adding, modifying, and deleting fields; Cascading fields; Layout management; Page layout; Dynamic layouts; Search layouts; Homepage and Action Bar layout; List management; Miscellaneous application customization; Summary; 5. User Access Controls; The user ID; Manager hierarchy; User group; The accesses to data; Team access; Book access; The user role; Role name; Accesses to objects (record types); The owner access profile and the default access profile
Accesses to objects' Homepages or tabsThe Homepage layouts; The Search page layouts; The Detail page layouts; The default sales process for opportunity records; The Lead Conversion layout; The Action Bar layout; The default Theme for UI; Privileges; Accesses to customize the UI; Accesses to data channels; Accesses to user channels; Summary; 6. Business Process Automation and Management; Workflow configuration; Hold on!; About workflows; Adding and modifying the workflows; Record types; Trigger events; Workflow rule condition; Actions; Ordering of actions; Assign a Book
This book is packed with real world examples that cover the design and discipline of the software and service of CRMOD. If you are a CRMOD Administrator, Business Analyst or a CRM implementation specialist looking forward to implement CRM On Demand or enhance and maintain an existing CRM On Demand deployment, then this is the guide for you
Beschreibung:1 Online-Ressource (540 pages)
ISBN:9781849685016
1849685010
1849685002
9781849685009

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