Contents

• Title and Copyright Information
• Preface

1 What's New in This Release

• What’s New in Oracle CRM On Demand Connected Mobile Sales Administration Guide, Release 45 (Version 1.4.29)

2 Overview of Oracle CRM On Demand Connected Mobile Sales

• Overview of Oracle CRM On Demand Connected Mobile Sales
• About Oracle CRM On Demand Connected Mobile Sales
• Requirements for Using Oracle CRM On Demand Connected Mobile Sales
• Supported Mobile Devices

3 Using Application Composer

• Using Application Composer
• About Application Composer
• Selecting Items
• About the Application Composer User
• Signing On to Application Composer
  • Signing on to Application Composer Using SSO
  • Signing on to Application Composer Using an Application Composer User ID
• Selecting Record Types
• Selecting Available Fields
  • About Web Links
• Filters and Lists in Application Composer
  • About Lists
  • About View Mode Filters
• Customizing Layouts
  • Customizing Layouts for Lists and Detail Records
  • Customizing Search Fields
• Enabling Lead Conversion
• Enabling Email for Contacts
• Clearing the Cache
• Resetting Customizations
• Configuring Offline Mode
• Tracking Application Usage
• Modern Theme Icons Customizations
• Configuring the RSS Feed for Account News
• Configuring the Display of Analytics Reports
  • Enabling the Reports Icon on the Client Device
  • Configuring Reports to Display on the Client Device
• Configuring the Display of Contact Photos
• Defining Custom Links

4 Installing Oracle CRM On Demand Connected Mobile Sales on Mobile Devices

• Installing Oracle CRM On Demand Connected Mobile Sales on Mobile Devices
• Installing Oracle CRM On Demand Connected Mobile Sales on iOS Devices
• Installing Oracle CRM On Demand Connected Mobile Sales on Android Devices

5 Configuring Oracle CRM On Demand Connected Mobile Sales

• Configuring Oracle CRM On Demand Connected Mobile Sales
• Privileges for Oracle CRM On Demand Connected Mobile Sales
• Enabling Modification Tracking
• Record Types, Fields, and Customization
• Limitations Affecting All Supported Mobile Devices
• IP Address Restrictions

6 Using Oracle CRM On Demand Connected Mobile Sales

• Using Oracle CRM On Demand Connected Mobile Sales
• About the Oracle CRM On Demand Connected Mobile Sales Interface
• About the Check for Client Version
• Signing on to Oracle CRM On Demand Connected Mobile Sales
  • Using Single Sign-On
  • Using User ID and Password Sign-On
• Using the One-Tap Option
• Editing Records by Swiping in a List Page
• Accessing Actions from Records
• About Offline Mode
  • Installing the iOS Oracle Enable Offline Profile
  • Activating Offline Mode
• Synchronizing Recently Viewed Records From Oracle CRM On Demand
• Using List-Detail Record Types
  • Using List Screens
  • Searching Lists for Records
    • Displaying Recently Accessed Records
    • Context-Sensitive Search for Custom Objects 1-3
    • Search Wildcards and Case-Insensitivity
    • Finding Records Using Managed Lists
    • Finding Records Using a Multiple Field Search
    • Finding Records Using Look Up
  • Using Detail Screens
• Working with Leads
  • Qualifying Leads
  • Rejecting Leads
  • Archiving Leads
  • Converting Leads
• Using the Calendar
  • Creating a Follow-Up Appointment
  • Displaying All, Completed, and Open Appointments
  • Displaying All, Completed, and Open Tasks
• Calendar and Contact Synchronization (iOS Only)
• Finding Clients Near Your Location
• Using Attachments
  • Searching the Calendar for Records
• Displaying Analytics Reports
• User Interface Differences Between Supported Devices
• Managing Advanced Screen Settings
• Understanding Error Messages