Oracle CRM On Demand

Introduction to CRM

What is CRM

Types of CRM

Administrator tasks

Administration application pages

Resources and setup templates

Setting Up the Company Defaults and Password Controls

Settings in the company profile

Security settings

Sign in and password controls

Managing Visibility and Access Control

Access profiles

Role management

Manager visibility

Setting up users

Flexible data sharing with books of business

Customizing Fields and Page Layouts

New or modified fields

Cascading pick lists

Default field values

Web links

Detail page and related information section layouts

Dynamic page layouts

Homepage, Search, Action bar, and Convert Lead layouts

Extending the Application

New record types

Custom Web tabs

Web applets

Assigning Records Automatically

Automatically assign records

Assignment rule groups

Assignment rule criteria

Assign territories and teams

Using Workflow Rules to Automate Actions

Workflow actions and trigger events

Workflow rules

Workflow monitoring

Managing Access to Reports and Analyses

Prebuilt and custom analytics

Visibility to data in reports

Access controls for reports

Identifying Subject Areas

Finding Data Columns

Analyzing Custom Objects

Analyzing Custom Objects

Designing Your Report

Creating and Designing Custom Dashboards

Creating Dashboard Prompts

Homepage analyses

Using the Import Assistant

Accessing the Import Assistant

About the Steps of the Import Assistant

About Mapping Files

Accessing the Import Request Queue

Reviewing Import Results

About Log Files and Error Messages

Correcting Import Errors

Reimporting Failed and Partially Imported Records

Performing critical maintenance tasks

Managing users

Managing records and data quality

Monitoring alerts

Testing new features

Understanding environme