Print      Open PDF Version of Online Help

Accessing the Data and Integration Tools

On your Personal Homepage, you can find links to tools that allow you to import data and to integrate data in Oracle CRM On Demand with other applications.

NOTE: Your company administrator sets up and enables access to the available clients. The clients include: Oracle PIM Sync On Demand, Oracle Outlook Email Integration On Demand, and Oracle Offline On Demand.

To access the data and integration tools

1. In the upper right corner of any page, click the My Setup global link.
2. In your Personal Homepage, in the Data and Integration Tools section, click the link for the tool you want to use:
   • To import your contacts, click Data and Integration Tools, then click Import Your Contacts.

     For more information, see Importing Your Contacts.

   • To use Oracle Offline On Demand (the Offline client), click Data and Integration Tools, then click Oracle Offline On Demand.

     For more information, see Using the Offline Client.

   • To synchronize contacts, appointments, and tasks between Oracle CRM On Demand and a Personal Information Manager (PIM), click Data and Integration Tools, then click Oracle PIM Sync On Demand.

     For more information, see Synchronizing with PIMs.

   • To link specific emails to account, contact, lead, opportunity or service request records in Oracle CRM On Demand, click Data and Integration Tools, then click Oracle Outlook Email Integration On Demand.

     For more information, see Adding Emails from Microsoft Outlook and Lotus Notes.

   • To embed a widget, click Embed CRM On Demand Content.

     For more information, see the following topics:

     • Embedding a Favorite Lists Widget
     • Embedding a Message Center Widget
     • Embedding a Reports Widget
     • Embedding a Simple List Widget

Related Topic

See the following topic for related information about data and integration tools:

• About On Demand Widgets