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Administering Oracle CRM On Demand

Use the Administrator pages to set up and customize Oracle CRM On Demand. For more information about administering Oracle CRM On Demand, see the following sections:

This section	Describes these tasks
Company Administration	Setting Up Your Company Profile and Global Defaults Activating Languages Verifying License Statuses and Active Users Defining Your Company's Password Controls Defining a Custom Fiscal Calendar Resetting All Passwords Reviewing Sign-In Activity for a User Restricting Use to IP Addresses Reviewing Your Company's Resource Usage Publishing Company-Wide Alerts Reviewing Audit Trail Changes with the Master Audit Trail Managing Currencies Viewing Service Allotment Usage for Your Company Viewing Historical Service Allotment Usage Setting Alerts for Service Allotments Viewing File and Record Utilization Information
Application Customization	Tasks for Record Type Setup Creating and Editing Fields Administering the Copy Enabled Setting Setting Up Custom Field Integration Tags Setting Up Web Links Renaming Fields Using Indexed Custom Fields Reverting Settings to Defaults Changing Picklist Values Customizing Related Item Layouts Customizing Static Page Layouts Renaming Field Section Titles Creating Web Applets Defining Cascading Picklists Managing Search Layouts Managing List Access and List Order Creating Homepage Custom Reports Creating Record Homepage Layouts Customizing the Audit Trail Specifying Dynamic Page Layouts Managing the Behavior of Lookup Windows Tasks for Application Setup Displaying External Web Pages in Tabs Creating and Managing Action Bar Layouts Creating Global Web Applets Uploading Client Side Extensions Customizing My Homepage for Your Company Creating New Themes Enabling Custom Reports in My Homepage Renaming Record Types Changing the Icon for a Record Type Adding Record Types
User Management and Access Controls	Setting Up Users Setting Up Users' Sales Quotas Setting Up Default Books by Record Type for a User Changing a User's User ID Resetting a User's Password Reviewing Sign-In Activity for a User Reviewing Security-Related Activities for Users Adding Delegates for Users (Administrator) Creating Inventory Periods for Users Deactivating Users Setting Up Users (Partners) Changing a User's User ID (Partners) Resetting a User's Password (Partners) Deactivating Users (Partners) Process of Setting Up Access Profiles Adding Roles Setting Up Groups Setting Up Territories Process of Setting Up Books Verifying Book Setup for the Administrator Role Creating Book Types and Book User Roles Creating Books and Book Hierarchies Associating Users with Books Creating Access Profiles for Books Enabling Books for Your Company Enabling Books for Users and User Roles Adding Books to Record Detail Page Layouts Assigning Records to Books
Business Process Management	Creating Workflow Rules Creating Workflow Actions: Assign a Book Creating Workflow Actions: Create Task Creating Workflow Actions: Create Integration Event Creating Workflow Actions: Send Email Creating Workflow Actions: Update Field After Wait Creating Workflow Actions: Update Values Creating Workflow Actions: Wait Changing the Order of Workflow Rule Actions Changing the Order of Workflow Rules Deactivating Workflow Rules and Actions Deleting Workflow Rules and Actions Viewing Workflow Instances Deleting Instances from the Workflow Monitor Setting Up Assignment Rules Mapping Additional Fields During Lead Conversion Creating Lead Conversion Layouts Setting Up the Forecast Definition Updating the Forecast Definition Setting Up Sales Processes, Categories, and Coaches Customizing Your Company's Industry List
Data Management Tools	Preparing for Data Importing Linking Records During Import Importing Your Data Reviewing Import Results Exporting Your Data Reviewing Export Results Oracle Migration Tool On Demand Client Utility Oracle Data Loader On Demand Client Utility Creating Integration Event Queues Managing Integration Event Settings
Content Management	Setting Up Product Categories Setting Up Company Products Setting Up Price Lists for PRM Managing Your Company's Attachments Setting Up Assessment Scripts Setting Up Report Folders
Web Services Integration	Downloading WSDL and Schema Files Reviewing Web Services Utilization
Life Sciences Management	Managing Smart Calls

Additionally, administrators can usually do the following:

Create custom reports for their own use or for company-wide distribution. For instructions, see Reports.
Create filtered lists for company-wide distribution. For instructions, see Working with Lists.

For information about using Oracle On Demand Expression Builder, see Expression Builder.

Published 7/18/2011