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Agenda

Hands on Oracle CRM On Demand Custom Objects Not All Custom Objects are Created Equally Clive Johnson, Senior Sales Consultant, Oracle Inc. Agenda. Welcome The Simple Stuff – Layouts, Display options etc. The Intermediate Stuff – Search Fields, Lists etc.

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Agenda

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Presentation Transcript

  1. Hands on Oracle CRM On Demand Custom ObjectsNot All Custom Objects are Created EquallyClive Johnson, Senior Sales Consultant,Oracle Inc.

  2. Agenda • Welcome • The Simple Stuff – Layouts, Display options etc. • The Intermediate Stuff – Search Fields, Lists etc. • The ‘Interesting’ Stuff – Custom Object Usage • Q &A

  3. The Simple Stuff • My Setup  Personal Layout  • Personal Tab Layout • Personal Detail Page Layout  • Personal Homepage Layout • Personal Action Bar Layout   • My Setup  Data & Integration Tools  • Data & Integration Tools – List Import • Embed CRM On Demand Content - iGoogle Page Setup • Customize Record Types

  4. The Intermediate Stuff • Search Layout – via Role • List Management • Dynamic Layouts – via Role • Admin  App Customization  Global Web Applets • Admin  App Customization  Object  Web Applet

  5. The ‘Interesting’ Stuff – Custom Object Usage • Customize Record Type • No Dynamic Layouts • Custom Objects 1,2,3 ‘golden’ – Access Profile  Related • Custom Objects 4+ ‘silver’ • TIP: Use ‘Indexed xxx’ Fields;

  6. The ‘Interesting’ Stuff – Custom Object Usage • Role Access – Step-by-Step • Access Profile Administration – Key Step • TIP: Screen Layout – ‘Use Default’

  7. Hands on Demo

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