Oracle CRM On Demand Administration Essentials - Rao, Padmanabha (Packt Pub., 2012)
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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