Contents

Getting Started What To Do First Signing In as a New User About the Interface Oracle CRM On Demand Page-by-Page Overview Showing or Hiding the Action Bar My Homepage Reviewing Your Alerts Working with the Message Center Working with RSS Feed Applets Working with Records Creating Records Finding Records Using Advanced Search Default Search Fields for Keyword Search About Filter Conditions About Filter Values About Searching on Multi-Select Picklists Using the Book Selector Copying Records Previewing Records Updating Record Details Linking Records to Your Selected Record Examples of Record Types Linked to Other Record Types Updating Linked Records from Main Records Favorite Records Page Working with Lists Creating and Refining Lists Filtering Lists Manage Lists Page View List Page Favorite Lists Page Counting Records in Lists Exporting Records in Lists Transferring Ownership of Records Sharing Records (Teams) Updating Groups of Records Merging Records Adding Notes Note Edit Page Note Page (List) Working with the List of Notes Subscribing to Notes Sending Notes to Other Users Working with Attachments About Attachments Attaching Files and URLs to Records Attachment Related Items Attachment List Page Attaching Files to Records through Attachment Fields Using Assessment Scripts Deleting and Restoring Records Viewing Audit Trails for Records About Duplicates When Creating Records Printing Information That Appears on Pages Viewing Oracle CRM On Demand Service Information Retrieving Your User Sign-In ID or Resetting Your Password About Oracle CRM On Demand Session Duration About Concurrent Sessions in Oracle CRM On Demand System Requirements for Oracle CRM On Demand Release Notes for Oracle CRM On Demand Contacting Oracle Exiting Oracle CRM On Demand Calendar and Activities Working with the Calendar Pages Managing Calendars and Activities Viewing Activities Creating Activities Updating Activities Working with Activity Lists Limiting Activity Records Displayed Marking Tasks as Completed Assigning Activities to Another Employee Tracking Visits (Sales Calls) to Customers Mass Call Planning Adjusting Message Responses Scheduling Appointments with Others Viewing Others’ Calendars Calendar Settings Page Sharing Your Calendar Setting Your Default Calendar View Adding Custom Calendar Views Viewing Group Task Lists Using Activity Assessment Scripts Activity Fields Marketing Managing Marketing Process of Handling Campaigns Process of Handling Leads Campaigns Working with the Campaign Homepage Managing Campaigns Targeting Contacts for Campaigns Recording Responses to Campaigns Closing Campaigns Measuring Campaign Effectiveness Campaign Fields Leads Working with the Leads Homepage Managing Leads Reassigning Leads Qualifying Leads Using Lead Qualification Scripts Archiving Leads Converting Leads to Accounts, Contacts, Deal Registrations, or Opportunities Access Profile and Role Settings for Converting Leads Rejecting Leads Analyzing Lead Followup Leads Fields Sales Managing Sales Process of Managing Opportunities Process of Managing Accounts Process of Managing Contacts Process of Managing Forecasts for Sales Users Process of Managing Forecasts for Forecast Administrators Process of Managing Calendar and Activities Leads (Sales Aspects) Accounts Working with the Account Homepage Managing Accounts Tracking Contact Roles at an Account Changing an Account Primary Contact Linking Records to Accounts Linking Portfolio Accounts Specifying Parent Accounts Limiting Account Records Displayed Tracking Partners and Competitors of Accounts Tracking Relationships Between Accounts Tracking Assets Tracking Revenue Based on Accounts Analyzing Account Performance Account Fields Contacts Working with the Contacts Homepage Managing Contacts Importing Your Contacts Linking Contacts to Multiple Accounts Tracking Relationships Between Contacts Tracking Revenue Based on Contacts Adding Referrals Tracking Contact Interests Analyzing Contacts Tracking the Best Calling Times Adding Contact State Licenses Contact Fields Opportunities About Opportunities and Forecasts Working with the Opportunity Homepage Managing Opportunities Tracking Partners and Competitors of Opportunities Accessing the Sales Process Coach Linking Products to Opportunities Analyzing the Pipeline Creating a Special Pricing Request from an Opportunity Specifying Parent and Child Opportunities Creating a Deal Registration from an Opportunity Splitting Opportunity Revenue Among Team Members About Opportunity Teams Opportunity Fields Forecasts Working with the Forecast Homepage Managing Forecasts Reviewing Forecasts Refreshing Forecasts Viewing and Editing a Forecast Using a Different Currency Viewing Forecast History Submitting Forecasts Unsubmitting Forecasts Managing Quotas Managing Your Team’s Forecasts Forecast Detail Page Forecast Fields Business Planning Scenario for Managing Plans for a Single Account Scenario for Managing Plans for a Group of Accounts or Territories Scenario for Managing Plans for Contacts Scenario for Managing Plans for Objectives and Products Business Plans Working with the Business Plan Homepage Managing Business Plans Linking Records to Business Plans Business Plan Fields Objectives Working with the Objective Homepage Managing Objectives Linking Records to Objectives Objective Fields Plan Accounts Working with the Plan Account Homepage Managing Plan Accounts Plan Account Fields Plan Contacts Working with the Plan Contact Homepage Managing Plan Contacts Plan Contact Fields Plan Opportunities Working with the Plan Opportunity Homepage Managing Plan Opportunities Plan Opportunity Fields Service and Communications Managing Service and Communications Process of Creating a Service Request Process of Working on a Service Request Process of Resolving a Service Request Process of Closing a Service Request Service Requests Working with the Service Request Homepage Managing Service Requests Assigning Service Requests Using Service Request Scripts Adding Solutions to Service Requests Escalating Service Requests Closing Resolved Service Requests Service Request Fields Solutions About Managing Solutions Working with the Solution Homepage Managing Solutions Reviewing Solutions Approving and Publishing Solutions Rating Solutions Adding Books to a Solution Solution Fields Communications About Oracle Contact On Demand Managing the Call Center Working with the Communication Homepage Managing Oracle Contact On Demand Preparing for Interacting with Customers Handling Phone Calls Disabling the Communications Toolbar in a Browser Session Placing Calls Handling Callbacks (Web and Phone) Handling Voicemail Messages Handling Emails Wrapping Up Communication Activities Reviewing Your Statistics Viewing Interaction Histories Monitoring Agents Communication Activities List Page (Oracle Contact On Demand) Communication Activity Fields (Oracle Contact On Demand) Call, Voicemail, and Email Detail Pages Partner Relationship Management and High Tech Managing PRM and High Tech Partners Working with the Partners Homepage Managing Partner Accounts Activating and Inactivating Partner Accounts Converting Accounts to Partner Accounts Searching for Partner Accounts Deleting Partner Accounts Partner Fields Partner Programs Working with the Partner Programs Homepage Managing Partner Programs Creating Partner Programs Managing Partner Program Memberships Creating Partner Program Memberships Changing Partner Program Membership Status Deleting Partner Program Memberships Program Membership Fields Deleting Partner Programs Partner Program Fields Applications Working with the Applications Homepage Managing Applications Creating Applications Submitting Applications for Approval Reviewing Applications Approving Applications Rejecting Applications Recalling Applications Canceling Applications Deleting Applications Importing Applications Applications Fields Deal Registrations Working with the Deal Registration Homepage Managing Deal Registrations Creating Deal Registrations Submitting Deal Registrations for Approval Approving Deal Registrations Returning Deal Registrations Rejecting Deal Registrations Resubmitting Deal Registrations Canceling Deal Registrations Ending the Period for Deal Registrations Updating Deal Registrations Linking Products to Deal Registrations Calculating the Deal Size Associating Deal Registrations with Opportunities Converting Deal Registrations to Accounts, Contacts, or Opportunities Access Profile and Role Settings for Converting Deal Registrations Deal Registration Fields MDF Requests Working with the MDF Requests Homepage Managing MDF Requests Submitting MDF Requests for Approval Recalling MDF Requests Returning MDF Requests Rejecting MDF Requests Approving MDF Requests Canceling MDF Requests Submitting Claims for MDF Requests Rejecting Claims for MDF Requests Approving Claims for MDF Requests MDF Requests Fields Special Pricing Requests Working with the Special Pricing Request Homepage Managing Special Pricing Requests Linking Products to Special Pricing Requests Linking Programs to Special Pricing Requests Submitting Special Pricing Requests for Approval Recalling Special Pricing Requests Returning Special Pricing Requests Rejecting Special Pricing Requests Approving Special Pricing Requests Canceling Special Pricing Requests Submitting Claims for Special Pricing Requests Rejecting Claims for Special Pricing Requests Approving Claims for Special Pricing Requests Managing Special Pricing Products as Related Items Creating Special Pricing Products as Related Items Special Pricing Product Fields Special Pricing Request Fields Funds Working with the Funds Homepage Managing Funds Adding Fund Participants Adding Credits to Funds Processing Requests for Funds Processing Claims Applying Debits Against Funds Reviewing Fund Activity Fund Fields Courses Working with the Course Homepage Managing Courses Associating Courses with Products, Product Categories, and Solutions Associating Courses with Exams and Certifications Relating Courses to Other Courses Making Courses Visible to Partners Enrolling in Courses Updating the Course Enrollment Record Course Fields Course Enrollment Fields Exams Working With the Exam Homepage Managing Exams Associating Exams with Products, Product Categories, and Solutions Associating Exams with Courses and Certifications Relating Exams to Other Exams Making Exams Visible to Partners Registering for Exams Updating the Exam Registration Record Exam Fields Exam Registration Fields Certification Working with the Certification Homepage Managing Certifications Associating Certifications with Products, Product Categories, and Solutions Associating Certifications with Exams and Courses Relating Certifications to Other Certifications Making Certifications Visible to Partners Requesting Certification Updating the Certification Request Record Certification Fields Certification Request Fields Accreditation Working with the Accreditation Homepage Managing Accreditations Associating Accreditations with Products, Product Categories, and Solutions Relating Accreditations to Other Accreditations Recording Certification Requirements for an Accreditation Making Accreditations Visible to Partners Requesting Accreditation Updating the Accreditation Request Record Accreditation Fields Accreditation Request Fields Life Sciences Life Sciences Processes MedEd Working with the MedEd Event Homepage Managing MedEd Events Tracking Invitees to Medical Education Events MedEd Event Fields Contact State Licenses Working with the Contact State License Homepage Managing Contact State Licenses Contact State License Fields Managing Samples Inventory Period Working with the Inventory Period Homepage Managing Inventory Periods Adding Sample Inventory to an Inventory Period Adding Sample Transactions to an Inventory Period Adding Books to an Inventory Period Creating an Inventory Audit Report for an Inventory Period Requesting an Interim Inventory Count Closing Out an Inventory Period Reconciling an Inventory Period Inventory Period Fields Sample Inventory Managing Sample Inventory Calculating a Running Total of the Sample Inventory Acknowledging Receipt of the Sample Inventory Process of Reconciling the Inventory Sample Inventory Fields Inventory Audit Report Managing Inventory Audit Reports Inventory Audit Report Fields Sample Transactions Working with the Sample Transaction Homepage Managing Sample Transactions Creating a Samples Transfer Acknowledging Full Receipt of a Samples Transfer Acknowledging Partial Receipt of a Samples Transfer Adjusting Sample Transactions Adjusting an Existing Inventory Adjustment Record Creating a New Inventory Adjustment Record Creating Lost and Found Sample Transactions Viewing Disbursement Transactions Adding Transaction Items to a Sample Transaction Correcting Physical and Electronic Count Discrepancies Dropping Samples During a Sales Call About Electronic Signatures Checking Electronic Signatures Monitoring Sample Activities Sample Transaction Fields Transaction Items Managing Transaction Items Modifying the Sample in a Transaction Item Modifying the Sample Lot in a Transaction Item Transaction Item Fields Product Fields Allocations Working with the Allocation Homepage Managing Allocations Allocating Samples to End Users Modifying the Sample in an Allocation Allocation Fields Sample Lots Working with the Sample Lot Homepage Managing Sample Lots Sample Lot Fields Sample Disclaimer Working with the Sample Disclaimer Homepage Managing Sample Disclaimers Activating a Sample Disclaimer Sample Disclaimer Fields Personalized Content Delivery Messaging Plans Working with the Messaging Plan Homepage Managing Messaging Plans Adding Books to a Messaging Plan Adding Messaging Plan Items Reviewing Recommended Messaging Plans for Activities Messaging Plan Fields Messaging Plan Items Working with the Messaging Plan Item Homepage Managing Messaging Plan Items Adding Messaging Plan Item Relations Messaging Plan Item Fields Messaging Plan Item Relations Working with the Messaging Plan Item Relations Homepage Managing Messaging Plan Item Relations Messaging Plan Item Relations Fields Wealth Management Households Working with the Household Homepage Managing Households Profiling Households Tracking Household Members Household Fields Portfolios Working with the Portfolio Account Homepage Managing Portfolio Accounts Tracking Key Contacts for Portfolio Accounts Specifying Portfolio Subaccounts Portfolio Account Fields Financial Accounts Working with the Financial Account Homepage Managing Financial Accounts Tracking Parent Financial Accounts Financial Account Fields Financial Account Holders Working with the Financial Account Holder Homepage Managing Financial Account Holders Financial Account Holder Fields Financial Account Holdings Working with the Financial Account Holding Homepage Managing Financial Account Holdings Financial Account Holding Fields Financial Plans Working with the Financial Plan Homepage Managing Financial Plans Financial Plan Fields Financial Products Working with the Financial Products Homepage Managing Financial Products Tracking Parent Financial Products Financial Products Fields Financial Transactions Working with the Financial Transaction Homepage Managing Financial Transactions Financial Transaction Fields Insurance Managing Insurance Process of Performing Channel Planning Process of Producing Claims First Notice of Loss Process of Recruiting and Establishing Agent-Broker Relationships Process of Managing Agent-Broker Relationships Process of Planning Sales and Budgeting Process of Managing Service Requests Process of Converting Insurance Leads to Clients with the Producer Success Model Claims Working with the Claim Homepage Managing Claims Tracking Parent Claims Claim Fields Coverages Working with the Coverage Homepage Managing Coverages Coverage Fields Damages Working with the Damage Homepage Managing Damages Damage Fields Insurance Properties Working with the Insurance Property Homepage Managing Insurance Properties Insurance Properties Fields Involved Parties Working with the Involved Party Homepage Managing Involved Parties Involved Party Fields Policies Working with the Policy Homepage Managing Policies Tracking Parent Policies Policy Fields Policy Holders Working with the Policy Holder Homepage Managing Policy Holders Policy Holder Fields Broker Profile Working with the Broker Profiles Homepage Managing Broker Profiles Broker Profile Fields Automotive Dealers Working with the Dealer Homepage Managing Dealers Dealer Fields Vehicles Working with the Vehicle Homepage Managing Vehicles Enabling Vehicle Association on Service Requests Enabling a Vehicle Product Type Tracking Service Requests for Vehicles Updating Vehicle Ownership Tracking Sales Histories of Vehicles Tracking Service Histories of Vehicles Tracking Financial Information for Vehicles Vehicle Fields Personalizing Your Application Updating Your Personal Details About Profile Settings for Users About the Role-Based Can Read All Records Setting Setting Your Default Search Record Type Setting Your Theme Setting Your Record Preview Mode Changing Your Language Setting Viewing Audit Trail Fields Managing Your Quota Reviewing Your Sign In Activity Changing Your Password Setting Up Your Security Questions Adding Delegated Users Reviewing Your PIM Sync Client Activity Granting Sign In Access to Technical Support Displaying Your Tabs Changing Your Detail Page Layout Changing Your Homepage Layouts Changing Your Action Bar Layout Setting Up Your Calendar Accessing the Data and Integration Tools About On Demand Widgets Embedding a Favorite Lists Widget Embedding a Message Center Widget Embedding a Reports Widget Embedding a Simple List Widget Working with Other Applications Using the Offline Client What Records You Can Use Offline Installing the Offline Client Configuring the Offline Client About Administering the Offline Client Downloading Records to Your Offline Client Adding and Updating Records in Your Offline Client Uploading Records From Your Offline Client About Conflict Resolution with the Offline Client Synchronizing with PIMs About the Synchronization Engine and Field Mapping Process of Synchronizing Your Data Between Oracle CRM On Demand and Your PIM Running the Initial Synchronization with Your PIM Installing and Uninstalling Oracle PIM Sync On Demand Configuring PIM Sync Client Synchronization Settings About Administering Oracle PIM Sync On Demand Defining when Synchronization Sessions Occur Running the Initial Synchronization with Oracle PIM Sync On Demand Changing the Synchronization Settings Running Additional Synchronization Sessions Reviewing the Synchronization Results About Conflict Resolution with PIMs Adding Emails from Microsoft Outlook and Lotus Notes Using Oracle CRM On Demand Integration for Office Using Mail Merge for Word About the On Demand Integration Toolbar in Mail Merge for Word Downloading the Mail Merge for Word Template Creating Mail Merge for Word Templates Creating Direct Mailings or Mass Emails with Mail Merge for Word Using Reports and Analysis for Excel About the On Demand Integration Toolbar in Reports and Analysis for Excel About Creating Reports with Reports and Analysis for Excel Downloading the Reports and Analysis for Excel Template Creating Reports Using Reports and Analysis for Excel Using Segmentation Wizard About the Target Builder Toolbar in Segmentation Wizard About Segmentation Wizard Downloading Segmentation Wizard Creating Segments Uploading Segments Exporting Segments Reports About Visibility to Records in Analytics About Prebuilt Reports About Custom Fiscal Calendar in Oracle CRM On Demand Answers Managing Reports Setting Up Report Folders Setting Up User Visibility to Shared Report Folders Reviewing Report Data Printing Reports Running Reports Downloading Reports Deleting Reports Renaming Reports Copying and Moving Reports Getting Started with Answers (Custom Reports) About Limitations in Reports About Subject Areas in Reports Account Addresses Analytic Subject Area Account and Competitor History Analytic Subject Area Account and Partner History Analytic Subject Area Account and Related Account History Analytic Subject Area Account Contact History Analytic Subject Area Account History Analytic Subject Area Account Team History Analytic Subject Area Activity History Analytic Subject Area Asset History Analytic Subject Area Call Activity History Analytic Subject Area Campaign History Analytic Subject Area Campaign Response History Analytic Subject Area Contact Addresses Analytic Subject Area Contact History Analytic Subject Area Contact Interests History Analytics Subject Area Contact Revenue History Analytic Subject Area Contact Team History Analytic Subject Area Deal Registration History Analytic Subject Area Deal Registration Product Revenue History Analytic Subject Area Dealer History Analytic Subject Area Household History Analytic Subject Area Lead History Analytic Subject Area MDF Request History Analytic Subject Area MedEd Event History Analytic Subject Area Opportunity and Competitor History Analytic Subject Area Opportunity and Partner History Analytic Subject Area Opportunity History Analytic Subject Area Opportunity Product Revenue History Analytic Subject Area Partner History Analytic Subject Area Pipeline History Analytic Subject Area Portfolio History Analytic Subject Area Product History Analytic Subject Area Sales Stage History Analytic Subject Area Service Request History Analytic Subject Area Special Pricing Product History Analytic Subject Area Usage Tracking Analysis Analytic Subject Area Account Revenues Reporting Subject Area Accounts Reporting Subject Area Accounts and Competitors Reporting Subject Area Accounts and Partners Reporting Subject Area Accounts and Related Accounts Reporting Subject Area Activities Reporting Subject Area Advanced Custom Objects Reporting Subject Area Assets Reporting Subject Area Business Planning Reporting Subject Area Campaigns Reporting Subject Area Contact Relationships Reporting Subject Area Contacts Reporting Subject Area Custom Objects and Accounts Reporting Subject Area Custom Objects and Contacts Reporting Subject Area Custom Objects and Opportunities Reporting Subject Area Custom Objects and Service Requests Reporting Subject Area Custom Objects Reporting Subject Area Forecasts Reporting Subject Area Households Reporting Subject Area Leads Reporting Subject Area Opportunities Reporting Subject Area Opportunities and Competitors Reporting Subject Area Opportunities and Partners Reporting Subject Area Opportunity Product Revenues Reporting Subject Area Opportunity Team Reporting Subject Area Partners Reporting Subject Area Personalized Content Delivery Reporting Subject Area Service Requests Reporting Subject Area Shared Activities Reporting Subject Area Changing the Appearance of Reports Step 1: Defining Criteria Adding Columns to Reports Adding Custom Fields to Reports Adding Filters to Columns Editing Column Properties Setting Up Column Formulas Adding Action Links to Results Sorting and Reordering Columns About Using Addresses in Reports Combining Results from Multiple Reports Using Set Operations Step 2: Creating Layouts Adding Titles to Results Adding Tables to Results Showing Results in Charts Showing Results in Pivot Tables Showing Results as Gauges Using Gauge View Showing Filters Applied to Results Adding Markup Text to Results Adding Legends to Reports Using Legend View Allowing Users to Change Columns in Reports Allowing Users to Select a Specific View Using View Selector View Showing Results in Funnel Charts Adding Narrative Text to Results Showing Results in Scrolling Tickers Alerting Users to No Data Step 3: Defining Prompts (Optional) Adding Column Filter Prompts Adding Image Prompts Step 4: Reviewing Reports Making Custom Reports Public Finishing Your Analysis Using Functions in Analyses Expressing Literals Aggregate Functions Running Aggregate Functions String Functions Math Functions Calendar Date/Time Functions Conversion Functions System Functions Operators Case Statements Session Variables About Report Performance Optimizing Performance Dashboards Managing Dashboards Creating Interactive Dashboards Navigating to the Dashboard Editor Adding Pages to Interactive Dashboards Adding and Displaying Content on Interactive Dashboard Pages Controlling the Appearance of Interactive Dashboard Pages Making Content Appear Conditionally on Interactive Dashboard Pages Adding Guided Navigation Links to Interactive Dashboard Pages Adding Text Links and Image Links to Interactive Dashboard Pages Adding Views of Presentation Catalog Folders to Interactive Dashboard Pages Adding Content Saved in the Presentation Catalog to Interactive Dashboard Pages Controlling How Results Display When Users Drill Down in Interactive Dashboard Pages Editing the Properties of Interactive Dashboard Prompts and Reports Applying Formatting to Interactive Dashboards Renaming Dashboard Objects Deleting Dashboard Objects Changing PDF and Printing Options on Interactive Dashboards Changing the Properties of Interactive Dashboards Creating Prompts for Interactive Dashboards Changing the Name or Description of an Interactive Dashboard Viewing Dashboards About Guided Navigation in Interactive Dashboards Usage Notes on Subject Areas Administering Oracle CRM On Demand Processes for Administering Oracle CRM On Demand Using Administrator Templates During Setup About Usage Tracking in Oracle CRM On Demand Company Administration Setting Up Your Company Profile and Global Defaults About Cross-Site Request Forgery Protection Activating Languages Verifying License Statuses and Active Users About Sign-In and Password Policies Defining Your Company's Password Controls About Fiscal Calendars Defining a Custom Fiscal Calendar Resetting All Passwords Reviewing Sign-In Activity for All Users Restricting Use to IP Addresses Reviewing Your Company's Resource Usage Alerts Publishing Company-Wide Alerts Alert Fields Managing Currencies Reviewing Audit Trail Changes with the Master Audit Trail About Service Allotments 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 Record Type Application Customization Page About Field Management About Custom Fields Creating and Editing Fields Administering the Copy Enabled Setting Setting Up Custom Field Integration Tags Setting Up Web Links About Using Web Links to Create New Integration Scenarios 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 About the Information in Modified Fields on Records Specifying Dynamic Page Layouts Managing the Behavior of Lookup Windows Displaying External Web Pages in Tabs About Custom Web Applets Creating Custom Web Applets Creating and Managing Action Bar Layouts Creating Global Web Applets Example of Setting Up an RSS Feed Web Applet 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 About Fields, Picklists, and Metrics About Attachment Configurations About Many-to-Many Relationships for Custom Objects User Management and Access Controls User Management Setting Up Users User Fields About User Page Layouts About the Reports To and Reports To (Alias) Fields on User Records 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 About User Delegation Adding Delegates for Users (Administrator) Creating Inventory Periods for Users Deactivating Users Partner Self Administration Process of Setting Up Partner Administrators (Administrator) Managing Users in Your Partner Organization (Partners) Setting Up Users (Partners) Changing a User's User ID (Partners) Resetting a User's Password (Partners) Deactivating Users (Partners) Access Profile Management About Access Profiles in Roles About Access Profiles in Teams, Groups, and Books About Access Propagation Through Team Inheritance How Access Rights for Displaying Primary Record-Type Records are Determined How Access Rights for Working with Primary Record-Type Records are Determined How Access Rights for Displaying Related Record-Type Records are Determined How Access Rights for Working with Related Record-Type Records are Determined Working with the Access Profile List Page About Access Levels for Primary Record Types About Access Levels for Related Record Types Examples of Access Level Calculations Example 1: Using the View Access Level Example 2: Using the Inherit Primary Access Level Example 3: Securing Data Through Books Process of Setting Up Access Profiles Setting Up Access Profiles Specifying Access Levels for Primary Record Types Specifying Access Levels for Related Record Types Role Management Guidelines for Setting Up Roles Working with the Role List Page About Record Type Access in Roles About Privileges in Roles Adding Roles Book Management About Designing Book Structures About Web Services Support for Books 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 Book Hierarchy Page Book Fields Information about Troubleshooting Books Group Management Setting Up Groups Territory Management Setting Up Territories Business Process Management Workflow Configuration About Workflow Rules About Workflow Actions About Time-Based Workflow Rules Creating Workflow Rules Restricting Workflow Rules to Specific Channels or Roles Creating Workflow Actions: Assign a Book Creating Workflow Actions: Create Integration Event Creating Workflow Actions: Create Task Example of Configuring Workflow Rules to Create Follow-Up Tasks for Activities 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 Workflow Monitor Viewing Workflow Instances Deleting Instances from the Workflow Monitor Workflow Instance Fields Data Rules and Assignment About Assignment Rules Setting Up Assignment Rules Lead Conversion Administration Process of Setting Up Lead Conversion Mapping Additional Fields During Lead Conversion Creating Lead Conversion Layouts Reject Code for Leads 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 Import and Export Tools About Countries and Address Mapping About Record Duplicates and External IDs Linking Records During Import Data Checking Guidelines Field Type Guidelines for Importing Data Preparing for Data Importing Account Fields: Import Preparation Account Team Fields: Import Preparation Accreditation Fields: Import Preparation Accreditation Request Fields: Import Preparation Allocation Fields: Import Preparation Application Fields: Import Preparation Appointment Contact Fields: Import Preparation Appointment User Fields: Import Preparation Appointment, Task, and Call Fields: Import Preparation Asset Fields: Import Preparation Broker Profile Fields: Import Preparation Business Plan Fields: Import Preparation Campaign Fields: Import Preparation Campaign Recipient Fields: Import Preparation Certification Fields: Import Preparation Certification Request Fields: Import Preparation Claim Fields: Import Preparation Contact Fields: Import Preparation Contact State License Fields: Import Preparation Contact Team Fields: Import Preparation Course Enrollment Fields: Import Preparation Course Fields: Import Preparation Coverage Fields: Import Preparation Custom Object Field: Import Preparation Damage Fields: Import Preparation Deal Registration Fields: Import Preparation Dealer Fields: Import Preparation Exam Fields: Import Preparation Exam Registration Fields: Import Preparation Financial Account Fields: Import Preparation Financial Account Holders Fields: Import Preparation Financial Account Holdings Fields: Import Preparation Financial Plan Fields: Import Preparation Financial Product Fields: Import Preparation Financial Transactions Fields: Import Preparation Insurance Property Fields: Import Preparation Inventory Audit Report Fields: Import Preparation Inventory Period Fields: Import Preparation Involved Party Fields: Import Preparation Lead Fields: Import Preparation MDF Request Fields: Import Preparation Message Response Fields: Import Preparation Messaging Plan Fields: Import Preparation Messaging Plan Item Fields: Import Preparation Messaging Plan Item Relation Fields: Import Preparation Note Fields: Import Preparation Objective Fields: Import Preparation Opportunity Contact Role Fields: Import Preparation Opportunity Fields: Import Preparation Opportunity Product Revenue Fields: Import Preparation Partner Fields: Import Preparation Plan Account Fields: Import Preparation Plan Contact Fields: Import Preparation Plan Opportunity Fields: Import Preparation Policy Fields: Import Preparation Policy Holder Fields: Import Preparation Portfolio Fields: Import Preparation Price List Fields: Import Preparation Price List Line Item Fields: Import Preparation Product Category Fields: Import Preparation Product Fields: Import Preparation Sample Disclaimer Fields: Import Preparation Sample Inventory Fields: Import Preparation Sample Lot Fields: Import Preparation Sample Transaction Fields: Import Preparation Service Request Fields: Import Preparation Signature Fields: Import Preparation Solution Fields: Import Preparation Special Pricing Product Fields: Import Preparation Special Pricing Request Fields: Import Preparation Task Contact Fields: Import Preparation Task User Fields: Import Preparation Transaction Item Fields: Import Preparation User Fields: Import Preparation Vehicle Contact Fields: Import Preparation Vehicle Fields: Import Preparation Import Assistant Importing Your Data Reviewing Import Results Example of Import Results Email and Log File Export Assistant Exporting Your Data Reviewing Export Results Oracle Data Loader On Demand Client Utility About the Oracle Data Loader On Demand Client Utility Downloading the Oracle Data Loader On Demand Client Utility Web Services Integration Downloading WSDL and Schema Files Reviewing Web Services Utilization Oracle Migration Tool On Demand Client Utility About the Oracle Migration Tool On Demand Client Utility Downloading the Oracle Migration Tool On Demand Client Utility Batch Delete Queue Page Batch Assign Book Queue Page About Integration Events 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 About Assessment Scripts Creating Assessment Scripts Life Sciences Management Managing Smart Calls Expression Builder About Expression Builder Using Expression Builder About Expressions Data Types in Expression Builder Expression Builder Operators Expression Builder Functions Duration ExcludeChannel FieldValue FindNoneOf FindOneOf GetGroupId GetParentId IfNull IIf InStr JoinFieldValue JulianDay JulianMonth JulianQtr JulianWeek JulianYear Left Len LN Locale LocaleListSeparator LookupName LookupValue Mid OrganizationName PRE Right RowIdToRowNum RowNum Timestamp ToChar Today UserValue UtcConvert Expression Builder Examples Index