Contents

• Title and Copyright Information
• Preface

1 What's New in This Release

• What’s New in Oracle CRM On Demand for Partner Relationship Management Configuration Guide, Release 45

2 Overview of Oracle CRM On Demand for Partner Relationship Management

• Overview of Oracle CRM On Demand for Partner Relationship Management
• About This Guide
• About Partner Relationship Management

3 Getting Started

• Getting Started
• Provisioning Oracle CRM On Demand for Partner Relationship Management
• Record Types for Oracle CRM On Demand for Partner Relationship Management

4 Configuring Oracle CRM On Demand for Partner Relationship Management

• Configuring Oracle CRM On Demand for Partner Relationship Management
• About Configuring Oracle CRM On Demand for Partner Relationship Management
• Migrating Fund Requests from Previous Releases
• About the Shared Address Functionality
• Roadmap for Configuring Oracle CRM On Demand for Partner Relationship Management
• Setting Up Page Layouts
• Page Layout Configurations for the Channel Manager Role
  • Page Layouts for the Channel Manager Role
  • Page Sections for the Channel Manager Role Page Layouts
  • Page Section Layouts for the Channel Manager Role Page Layouts
  • Related Information Sections for the Channel Manager Role Page Layouts
• Page Layout Modifications for the Partner Sales Representative Role
  • Page Layouts for the Partner Sales Representative Role
  • Page Sections for the Partner Sales Representative Role Page Layouts
  • Page Section Layouts for the Partner Sales Representative Role Page Layouts
    • Access for the Partner Sales Representative Role
  • Related Information Sections for the Partner Sales Representative Role Page Layouts
• Setting Up Access Profiles for Partner Roles
• Access Profile Settings for the Channel Manager Role
  • Access Profiles for the Channel Manager Role
  • Access Levels for the Channel Manager Role
• Access Profile Settings for the Partner Sales Representative Role
  • Access Profiles for the Partner Sales Representative Role
  • Access Levels for the Partner Sales Representative Role
• Access Profile Settings for the Partner Administrator Role
• Creating Partner Roles
• Role Settings for the Channel Manager Role
  • Record Type Access for the Channel Manager Role
  • Privileges for the Channel Manager Role
  • Tab Access and Order for the Channel Manager Role
  • Page Layouts Assigned to the Channel Manager Role
• Role Settings for the Partner Sales Representative Role
  • Record Type Access for the Partner Sales Representative Role
  • Privileges for the Partner Sales Representative Role
  • Tab Access and Order for the Partner Sales Representative Role
  • Page Layouts Assigned to the Partner Sales Representative Role
• Role Settings for the Partner Administrator Role
• Adding Partner Users
• Process of Configuring Books and Workflow Rules for Oracle CRM On Demand for Partner Relationship Management
  • Creating the Partner Organization Book Type
  • Creating Books for Partner Accounts
    • How Books Are Associated with Records
  • Configuring Workflow Rule Actions to Synchronize Partner Accounts
    • About Workflow Rule Actions Specific to Managing Partner Accounts
    • Record Types for Which Oracle CRM On Demand for Partner Relationship Management Workflow Rule Actions Are Supported
      • Oracle CRM On Demand for Partner Relationship Management Workflow Actions
  • Example of Using a Workflow to Automatically Add a Partner Book to an Opportunity
  • Viewing Workflow Results

5 Managing Partner Relationships

• Managing Partner Relationships
• About Partner Account and Profiling Management
  • Guidelines for Working with Partner Accounts
  • About Book Management
• Example Process of Creating Partner Accounts
  • Creating Partner Accounts (Channel Managers)
  • Creating Partner Organization Books (Channel Managers)
• About Managing Partner Programs
• Defining a Partner Program (Channel Manager)
• About Lead Management
• Example Process of Managing Leads
  • Creating Leads for Partners (Channel Managers)
  • Taking Ownership of a Lead (Partner Users)
• About Managing Deal Registration
• Example Process of Managing Deal Registration
  • Creating and Submitting Deal Registrations (Partner Users)
  • Associating Deal Registration with an Opportunity (Channel Manager)
  • Approving, Rejecting, or Returning Deal Registrations (Channel Managers)
• About Fund Management
• Managing Funds (Channel Managers)
• About Fund Request Management
• Managing Fund Requests (Partner Users)
• About Fund Request Claims Management
• Example Process of Managing Fund Request Claims
  • Submitting Fund Request Claims (Partner Users)
  • Approving or Rejecting Fund Request Claims (Channel Managers)
• About MDF Request Management
• Managing MDF Requests (Partner Users)
• About MDF Claims Management
• Example Process of Managing MDF Claims
  • Submitting MDF Claims (Partner Users)
  • Approving or Rejecting MDF Claims (Channel Managers)
• About Special Pricing Request Management
• Managing Special Pricing Requests (Partner Users)
• About Special Pricing Claims Management
• Example Process of Managing Special Pricing Claims
  • Submitting Special Pricing Claims (Partner Users)
  • Approving or Rejecting Special Pricing Claims (Channel Managers)
• About Applications
• Managing Applications (Channel Manager)
• About Partner Content Management
• Example Process of Managing Partner Content
  • Publishing Solutions for Partners (Channel Managers)
  • Reviewing Solutions (Partner Users)
• About Training and Certification Management
  • About Courses
  • About Exams
  • About Certifications
  • About Accreditations
• Example Process of Managing a Course
  • Creating a Course
  • Associating a Course with Products, Product Categories, and Solutions
  • Defining Dependencies on Other Courses
  • Associating a Course with Exams and Certifications
  • Making a Course Visible to Partners
  • Enrolling in a Course
  • Updating the Course Enrollment Record