Process of Configuring Key Account Management Record Types

You must configure certain key planning and marketing record types in Oracle CRM On Demand Life Sciences Edition so that they are linked to or can be associated with each other to provide an integrated solution for business planning, budgeting, and marketing. For information on the restrictions, see Restrictions on Configuring Key Account Management Record Types.

To configure key account management record types for Oracle CRM On Demand Life Sciences Edition, perform the following tasks:

1. Set up the workflow rules that will trigger integration events for the following key business planning, budgeting, and marketing record types as required:

   • Activity

   • Business Plan

   • Campaigns

   • Event

   • Fund

   • Fund Request

   • MDF Request

   • Messaging Plan

   • Objective

   • Order

   • Sample Request

   For more information about workflow rules and creating workflow rules, see Oracle CRM On Demand Online Help.

2. Make sure that the key business planning, budgeting, and marketing record types are added to or can be displayed on the appropriate page layouts, as described in the following table. For example, do the following:

   • Link events to business plans, campaign, market development fund request, and objective.

   • Link an activity to a fund and fund request, and so on.

   For more information about configuring page layouts, see Setting Up Page Layouts for Oracle CRM On Demand Life Sciences Edition.

   Record Type	Page Layout	Displayed Information	Comment
   Activity	You can use the following page layouts: LS Account Call Page Layout LS Attendee Call Page Layout LS Contact Call Page Layout	Fund Request	You can associate many activities with each displayed record type. For example, you can associate more than one activity with a fund request, order, and so on.
   		Order
   		Sample Request
   Business Plan	LS Business Plan Page Layout	Event	You can associate a business plan with more than one event.
   		Messaging Plan	You can associate a business plan with more than one messaging plan.
   Campaign	LS Campaign Page Layout	Event	You can associate a campaign with more than one event.
   Event	LS Event Page Layout	MDF Request	You can associate an event with only one market development fund request.
   		Business Plan	You can associate many events with a business plan.
   		Campaign	You can associate many events with a campaign.
   		Objective	You can associate many events with an objective.
   Fund	LS Fund Page Layout	Activity	You can associate a fund with more than one activity.
   Fund Request	LS Fund Request Page Layout	Activity	You can associate a fund request with more than one activity.
   MDF Request	LS MDF Request Page Layout	Event	You can associate only one market development fund request with an event.
   		Objective	You can associate many market development fund requests with an objective.
   Messaging Plan	LS Messaging Plan Page Layout	Business Plan	You can associate many messaging plans with a business plan.
   Objective	LS Objective Page Layout	Event	You can associate an objective with more than one event.
   		MDF Request	You can associate an objective with more than one market development fund request.