Upload
others
View
2
Download
0
Embed Size (px)
Citation preview
Administrator Preview Guide
Release 33 October 2016
VERSION 20161021
1 | ORACLE CRM ON DEMAND RELEASE 32 ADMINISTRATOR PREVIEW GUIDE
Table of Contents
Document Versioning 4
Summary of Release Features 5
Administration 7
Extend Company Sign In Audit to Support List Management 7
Split Audit Privilege from Company Admin 7
Analytics 8
Adding Report Path in Usage Tracking Subject Area 8
Analytics Support for Optimized Custom Fields for CO4 and CO5 8
Answers UI Interactions Considered for Idle Time Out 8
Excluding Vehicle and Asset Records from Portfolio Reporting 8
Missing OOTB and Custom Fields in Analytics 9
Special Pricing Products Real-time Subject Area 9
Application Customization 10
Enable Note Field Type for Service Request 10
Enable Opportunity Sales Stage as Related Item Field 10
Enabling Cascading Picklist Functionality for the User Object 11
Expose 'Activity' Field in Activity Page Layouts 11
Oracle Connected Mobile Sales 11
Add Additional Fields in Account Searching 11
Display Non-Flash Analytic Reports 12
Support Offline Read for Account, Contact, Appointment and Task 12
Support Web Link Fields for Account, Contact, Lead, and Opportunity 13
Integration 13
2 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
Introduce Opt-In to Exclude Weblink URLs from Export Files 13
Usability 14
Ability to Freeze Column Header Row in Lists & Search Results 14
Add a New Link in Standard Lead Assignment Email Notification 15
Additional Field Types for Concatenated Fields - Association, Currency Code 16
Allow Batch-restoring of Deleted Items 16
Allow Special Characters in Email Addresses 18
Drag and Drop Columns for Lists and Search Results 18
Enable List Management Options for Attachment List Menu 19
‘Equals Any’ Option When Searching 19
Extend Advanced Search to Support Sort Order and Display Column Customization 19
Lead Conversion to Support Mapping Additional Fields 19
Make Currency Searches Case Insensitive 21
Make the Expand or Collapse Sections in List Management Page Sticky 21
Option to Print Driving Directions from Maps 21
Provide Option to Disable Import and Export Email Notifications 22
Support Lead Team in Lead Conversion 23
Support Custom Objects in Lead Conversion 24
Web Services 25
Administrative Web Services to Enable Modification Tracking 25
Administrative Web Service to Manage Assignment Rule Group & Assignment Rule 25
Administrative Web Services to Manage Role Association for Reporting Folder 25
Administrative Web Services to Manage Search Layouts 25
Workflows 25
Display Modified By and Modified On in Workflow Rules List 25
3 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
Increase Workflow Rule Condition Character Limit 26
Training and Support Center 26
Quick Links 27
Search 28
Access 28
Additional Resources 28
Online Help 28
On Demand Documentation on OTN 28
Contact Customer Care 28
Important Dialing Instructions 29
4 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
Document Versioning
Date Version Change Reference
October 21, 2016 20161021 Final version published
September 16, 2016 20160916 Draft published
5 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
Summary of Release Features
To review the features included in this release, see the Transfer of Information (TOI) recordings that are available on
My Oracle Support.
The following table summarizes the actions required by Oracle Customer Care, your company administrator, or the
user, to set up or enable the features in this release. This list assumes that users have access to the referenced
product area prior to the upgrade. For example, information about analytics or industry-related features assumes
that Oracle Customer Care has provisioned and enabled analytics or the specific industry solution. If this is not the
case, then you might be required to ask your company administrator or Oracle Customer Care to enable the feature.
Feature
Customer
Care Action
Required?
Administrator
Action
Required?
User Action
Required?
Immediate
User
Availability
Administration
Extend Company Sign In Audit to Support List Management
Split Audit Privilege from Company Admin
Analytics
Adding Report Path in Usage Tracking Subject Area
Analytics Support for Optimized Custom Fields for CO4 and CO5
Answers UI Interactions Considered for Idle Time Out
Excluding Vehicle and Asset Records from Portfolio Reporting
Missing OOTB and Custom Fields in Analytics
Special Pricing Products Real-time Subject Area
Application Customization
Enable Note Field Type for Service Request
Enable Opportunity Sales Stage as Related Item Field
Enabling Cascading Picklist Functionality for the User
Object
Expose 'Activity' Field in Activity Page Layouts
Connected Mobile Sales
Add Additional Fields in Account Searching
Display Non-Flash Analytic Reports
6 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
Feature
Customer
Care Action
Required?
Administrator
Action
Required?
User Action
Required?
Immediate
User
Availability
Support Offline Read for Account, Contact, Appointment
and Task
Support Web Link Fields for Account, Contact, Lead, and
Opportunity
Integration
Introduce Opt-In to Exclude Weblink URLs from Export
Files
Usability
Ability to Freeze Column Header Row in Lists & Search
Results
Add a New Link in Standard Lead Assignment Email
Notification
Additional Field Types for Concatenated Fields - Association, Currency Code
Allow for Batch-restoring of Deleted Items
Allow Special Characters in Email Addresses
Drag and Drop Columns for Lists and Search Results
Enable List Management Options for Attachment List
Menu
‘Equals Any’ Option When Searching
Extend Advanced Search to Support Sort Order and
Display Column Customization
Lead Conversion to Support Mapping Additional Fields
Make Currency Searches Case Insensitive
Make Expand/Collapse Sections in List Management Page
Sticky
Option to Print Driving Directions from Maps
Provide Option to Disable Import and Export Email
Notifications
Support Custom Objects in Lead Conversion
Support Lead Team in Lead Conversion
Web Services
Administrative Web Services to Enable Modification
Tracking
7 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
Feature
Customer
Care Action
Required?
Administrator
Action
Required?
User Action
Required?
Immediate
User
Availability
Administrative Web Service to Manage Assignment Rule
Group & Assignment Rule
Administrative Web Services to Manage Role Association
for Reporting Folder
Administrative Web Services to Manage Search Layouts
Workflows
Display Modified By and Modified On in Workflow Rules
List
Increase Workflow Rule Condition Character Limit
Administration
Extend Company Sign In Audit to Support List Management
The Sign In Audit list page now supports the following lists:
Export List
Record Count
Refine List
Save List
Show List Filter
Create New List
Manage Lists
A new list called “All Users Currently Signed In” is now available by default when viewing the Sign In Audit list page.
The Sign Out column for the Sign In Audit list page is now sortable.
STEPS TO ENABLE
There are no actions required to enable the feature.
Split Audit Privilege from Company Admin
A new privilege called “Manage Company – Sign In and Company Audit” is now available which allows
administrators to grant users access to the Sign in Audit and Audit links without the Manage Company privilege.
STEPS TO ENABLE
1. Navigate to Admin, then User Management and Access Controls, and then Role Management.
2. Click New to create a new role, or Edit to modify an existing role.
3. In Step 4 of the Role Management Wizard, select “Manage Company – Sign In and Company Audit”
privilege.
8 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
Analytics
Adding Report Path in Usage Tracking Subject Area
Starting with Release 33, users can report on the Report Path of a report along with the Report Name and other
details within their Analytics Performance review reports. The Report Path value has been mapped to the Content
Details field of the Content dimension in the Usage Tracking subject area.
STEPS TO ENABLE
There are no actions required to enable the feature.
Analytics Support for Optimized Custom Fields for CO4 and CO5
Starting with Release 33, all optimized custom fields of Custom Object 04 and Custom Object 05 are available for
Analytics reporting in the Advanced Custom Objects real-time subject area.
STEPS TO ENABLE
There are no actions required to enable the feature.
Answers UI Interactions Considered for Idle Time Out
Starting with Release 33, all Analytics Answers UI interactions that involve a server call are considered for the idle
time out calculation and timer reset.
STEPS TO ENABLE
There are no actions required to enable the feature.
Excluding Vehicle and Asset Records from Portfolio Reporting
Starting with Release 33, Reports based on Portfolio dimensions only showed portfolio accounts and exclude records of Vehicle or Asset records when the company profile option ‘Exclude Vehicle / Asset Records from Portfolio Accounts’ is enabled.
9 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
STEPS TO ENABLE
Company administrators set the company profile option ‘Exclude Vehicle / Asset Records from Portfolio Accounts’ to
Yes.
Missing OOTB and Custom Fields in Analytics
Some fields that were previously unmapped and unexposed in Analytics for objects like Account, Activity,
Assessment, Contact, Opportunity, Sales Stage and Sample Request have been mapped to their respective subject
areas and made available for historical or real-time reporting in Release 33.
STEPS TO ENABLE
There are no actions required to enable the feature.
Special Pricing Products Real-time Subject Area
A new real-time subject area ‘Special Pricing Products” has been introduced in Release 33, that enables users to
report in real time on the special pricing requests, discounts, and other product metrics.
STEPS TO ENABLE
There are no actions required to enable the feature.
10 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
Application Customization
Enable Note Field Type for Service Request
Company administrators can now create custom Note fields for the Service Request record type. Similar to other
record types, there is also a limit of three custom Note fields.
STEPS TO ENABLE
There are no actions required to enable the feature.
Enable Opportunity Sales Stage as Related Item Field
Prior to Release 33, the Opportunity Sales Stage was not available as a field for Custom Object record types. With
this feature, Opportunity Sales Stage has been added in Custom Object record types.
STEPS TO ENABLE
There are no actions required to enable the feature.
11 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
Enabling Cascading Picklist Functionality for the User Object
Company administrators can now create cascading picklists for the User record type. Since User has no picklist
fields by default, administrators have to create custom picklists as custom fields in the User record type, prior to
using this functionality.
STEPS TO ENABLE
There are no actions required to enable the feature.
Expose 'Activity' Field in Activity Page Layouts
Company administrators can now add the Activity field to various Activity layouts. For cascading picklists to display
the filtered value in a related picklist field, you must add the parent picklist field on the layout. Adding the Activity
field on an Activity layout ensures that cascading picklists with the Activity field as a parent picklist and any other
picklist field as a related picklist displays the right values for the related picklist.
STEPS TO ENABLE
There are no actions required to enable the feature.
TIPS AND CONSIDERATIONS
The Activity field is an existing read-only field, which was hidden from UI layouts until Release 32. This feature will
not affect existing layouts, since Oracle CRM On Demand does not automatically add the field to any layouts.
Oracle Connected Mobile Sales
Add Additional Fields in Account Searching
When performing an Account search, users can now filter against the following fields:
Account Name
Location
Primary Contact
Shipping: Address 1
Shipping: City
Shipping: State/Province
STEPS TO ENABLE
This feature is automatically available to Connected Mobile Sales users.
12 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
Display Non-Flash Analytic Reports
Connected Mobile Sales administrators can now expose non-flash analytic reports to Connected Mobile Sales
users.
STEPS TO ENABLE
1. In Application Composer, click Configure Reports.
2. On the Configure Reports page, click Create.
3. Populate the Report Name with a unique value.
4. Sign in to the Oracle CRM On Demand application, and click on the Reports tab.
5. Navigate to the report you want to make available in Connected Mobile Sales.
6. Copy the browser URL value and paste it to the Report URL field.
7. Optionally, populate the Description field.
8. Click Save.
Support Offline Read for Account, Contact, Appointment and Task
When enabled, you can cache Account, Contact, Appointment Lists and Detail pages for offline viewing.
NOTE: The information that you view in offline mode is read-only and cannot be modified. In addition, the Calendar
Day View and Month View are not cached and therefore cannot be viewed offline.
STEPS TO ENABLE IN APPLICATION COMPOSER
1. In a browser, access Oracle CRM On Demand Connected Mobile Sales Application Composer.
2. Under the Advanced Section, click the Options link.
3. Under Options, select the Offline Mode option and click Save.
STEPS TO ENABLE
1. Click the Menu Bar.
2. Select the Work Offline option.
If any Opportunity Lists have been cached, then the Opportunity icon is displayed.
3. Click on the Opportunity icon, if it is available.
4. Any Opportunities that have been cached, are displayed with a white background and can be selected to view
the details.
Those that have not been cached are displayed with a grey background and cannot be selected.
5. Once you have an Internet connection, you can work online by selecting the Menu icon and choosing Work
Online.
TIPS AND CONSIDERATIONS
Before you can use Offline Mode in Connected Mobile Sales, ensure you meet the following requirements ,
depending on the device you are using:
iOS devices must install the Enable Offline Access Profile
Android devices must enable encryption
See the Release Notes for Oracle CRM On Demand Connected Mobile Sales 1.4.16, located at the following link for
details: https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=BULLETIN&id=1436834.1
13 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
Support Web Link Fields for Account, Contact, Lead, and Opportunity
When Web Link fields are exposed on Account, Contact, Lead, and Opportunity records in Connected Mobile Sales,
they display as clickable links when configured as external URLs or MailTo URLs.
STEPS TO ENABLE
1. In Application Composer, expose the Web Link as an available field by doing the following:
a. Click the Select Available Fields link.
b. Choose the Record Type for which you want to expose the Web Link.
c. Move the Web Link field to the Selected section.
2. In Application Composer, expose the field to the Detail page by doing the following:
a. Click the Customize Layout link.
b. Choose the Record Type for which you want to expose the Web Link.
c. Under the Customize Detail section, move the Web Link field to the Selected section.
3. Save your settings.
TIPS AND CONSIDERATIONS
Connected Mobile Sales uses the first 40 custom Web links based on the Integration Tag Web Services
2.0 name. Any custom Web links without an Integration Tag Web Services 2.0 name between
CustomWebLink0 to CustomWebLink39 is not supported.
When customizing a Web Link in Oracle CRM On Demand, the following fields are handled as follows:
o Field Display Name: displays as a field
o Display Text: displays as a clickable link
o Active Link Condition: not supported
o Display Link Condition: not supported
o Request Method: not supported
o Weblink Target: not supported
Integration
Introduce Opt-In to Exclude Weblink URLs from Export Files
This feature provides an option for customers to exclude the Weblink URLs in export files. In the Company Profile
page, a setting ‘Include Weblink URL in Export Files’ is introduced which is selected by default. Company
administrators can define the setting at the company level, but users can override the company level setting and
define a different setting for each individual export request. The Company level setting determines the default value
of the setting for the individual export requests. If the setting is not selected, the exported files will have a blank
value for Weblink fields.
14 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
STEPS TO ENABLE
1. Navigate to the Company Profile page by clicking Admin, then Company Administration, and then
Company Profile.
2. In the Integration Settings section, deselect the ‘Include Weblink URL in Export Files’ field and save the
page.
3. Navigate to the Data Export Assistant page to define the setting for export request by clicking Admin, then
Import and Export Tools, and then Export Data.
4. Select the Record Type to export, and click Next.
5. In Step 2 of Data Export Assistant, deselect the ‘Include Weblink URL in Export Files’ field, if the field is
selected by default.
6. Users can exclude Weblink URLs in List exports by clicking Menu, and then Export List for any list.
7. Deselect the ‘Include Weblink URL in Export Files’ field if the field is selected by default.
Usability
Ability to Freeze Column Header Row in Lists & Search Results
Prior to Release 33, when users scrolled down a list of records, the column header row used to go out of their view
especially when the list page displayed 50, 75, or 100 records. With this feature, users can make the column header
row of the list remain stationary on the screen when they scroll through the list. This ensures that the users can
always relate the field values of the record with the column heading. The company administrator can set the field
‘Freeze List Column Header’ in Company Profile page to On to enable the feature for all users in the company. By
default, the feature is not enabled. Users can also enable or disable this feature for themselves, overriding the
Company setting.
STEPS TO ENABLE
1. Company Administrators can navigate to the Company Profile page to enable the feature for all users by
clicking Admin, then, Company Administration, and then Company Profile.
2. In the Company Settings section, set the value of the field ‘Freeze List Column Header’ to On and save the
page.
15 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
3. Users can navigate to the My Profile page to enable the feature for themselves by clicking My Seteup,
then Personal Profile, and then My Profile.
4. In the Additional Information section, set the value of the field ‘Freeze List Column Header’ to On, and
save the page.
Add a New Link in Standard Lead Assignment Email Notification
Prior to Release 33, when the assignment manager assigned an owner to a lead, an email was sent to the new
owner and Oracle CRM On Demand generated a standard email message for Lead Assignment which provided a
link that directed the email recipient to the Leads Homepage. With this feature, the generated standard email
message for Lead Assignment provides a link that directs the email recipient to a new standard list named “My
Recently Assigned Leads”. The new list displays the reassigned leads sorted in descending order by the last
assignment completion date. You can View the new list if you navigate to Leads Homepage by clicking Lead Lists,
then Manage Lists. You can also see this list in the My Recently Assigned Leads section of the Leads Homepage, if
that section is available in the Leads Homepage layout for your role.
STEPS TO ENABLE
There are no actions required to enable the feature.
16 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
Additional Field Types for Concatenated Fields - Association, Currency Code
In Release 33, the ability to edit the currency code value within a concatenated field and to reflect the update in the
original field after the edit has been introduced. Similarly, field association within concatenated fields during inline
edits is now possible.
Before After
STEPS TO ENABLE
There are no actions required to enable this feature.
Allow Batch-restoring of Deleted Items
Prior to Release 33, there was no UI-based option to restore record s in batch from a list that were previously
deleted with the ‘Batch Delete’ option. With this feature, Oracle CRM On demand introduces the ‘Batch Restore’
option that enables users to restore in batch. The ability to restore in batch is available for records not yet purged
from the system. Oracle CRM On Demand keeps deleted records for 30 days, and after 30 days the records are
purged and can no longer be restored.
NOTE: To be able to restore in a batch, the user role must include the ’Batch Delete and Restore’ privilege, known
as ‘Batch Delete’ privilege before Release 33. To restore lists of records deleted by another user, your user role must
include the ‘Recover All Records’ privilege as well as the ‘Batch Delete and Restore’ privilege. To be able to restore
in batch, the user can navigate to ‘Batch Delete and Restore Queue’ known as ‘Batch Delete Queue’, or access the
‘Batch Restore’ menu option available in the List Menu on the record lists page.
17 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
STEPS TO ENABLE
There are no actions required to enable the feature.
18 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
Allow Special Characters in Email Addresses
Prior to Release 33, only ASCII characters could be entered in Oracle CRM On Demand Email fields. This feature
allows users to enter Unicode (UTF-8) characters in the email fields of Leads and Contacts objects so that users can
also enter accented characters. Company administrators can enable the feature for all users in the company.
Channels like UI, Web services, Imports and Workflow field updates can update the email field.
STEPS TO ENABLE
1. Navigate to the Company Profile page following link to enable the feature for all users by clicking Admin,
then Company Administration, and then Company Profile.
2. In Company Settings section, select ‘Allow Unicode Characters in Email Fields’ and save the page.
Drag and Drop Columns for Lists and Search Results
Users can now change the display order of columns in a list of records or search results without going to the Refine
List page. Instead, the users can simply drag a column header and drop it on top of another column to change the
column order. The reordering of columns is not saved across user sessions and is lost if the user moves away from
the list. However, list operations that refresh the list page, like quick filtering within the list, navigating to a record
detail page and back to the list, sorting the list, mass updates to the list record, and so on retains the new column
order when the user returns to the list.
STEPS TO ENABLE
There are no actions required to enable this feature.
TIPS AND CONSIDERATIONS
When the user places the mouse pointer on the column header, the pointer displays a four dimensional arrow which
indicates that the column can be dragged. Once the dragging starts, the four dimensional arrow changes to a
regular mouse arrow. As the user drags the column above other columns, a bold vertical line highlights the right
border of the column over which the user is dragging the selected column. It indicates to the user, the position where
the selected column will be inserted when it is dropped.
19 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
Enable List Management Options for Attachment List Menu
This new feature enhances the Manage Attachments list with the following list management options:
Refine List
Save List
Show List Filter
Manage Lists
STEPS TO ENABLE
There are no actions required to enable this feature.
‘Equals Any’ Option When Searching
When performing an advance search or when applying a filter where the field is an association field (for example,
Owner), a new ‘Equals Any’ condition is available which allows users to make multiple selections in a single request.
STEPS TO ENABLE
There are no actions required to enable this feature.
Extend Advanced Search to Support Sort Order and Display Column Customization
Prior to Release 33, when users navigated to the Advanced Search page from the Action Bar, the page only
displayed the section to select the filter criteria but not the sections to select the sort order and columns displayed.
Users had to run a search, and then refine the search results for selecting a different set of columns to be displayed
or for a different sort order of records. With this feature, Oracle CRM On Demand exposes the Sort Order and
Display Columns sections in the Advanced Search page similar to the Refine List page.
STEPS TO ENABLE
There are no actions required to enable this feature.
Lead Conversion to Support Mapping Additional Fields
In Release 33, administrators have the ability to configure the editable fields within the Opportunity and Deal
Registration sections of the Convert Lead page giving more flexibility to users to edit the default Lead field values to
suitable values during the Lead conversion process.
20 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
STEPS TO ENABLE
1. Navigate to the Lead Conversion Layout List page by clicking Admin, then Data Rules & Assignment, and
then Lead Conversion Layout.
2. Copy the Standard layout to create a new layout or edit and existing layout.
3. In Step 3, select the record type as Opportunity or Deal Registration and choose from the list of editable
Lead fields available for adding to the Opportunity or Deal Registration section of the Convert Lead page
layout. These fields are displayed based on the lead conversion mapping done for the Opportunity or Deal
Registration record types.
4. Move the chosen fields to the Lead Conversion Selected Fields section.
5. Save the layout and assign it to the user roles.
The selected fields will be available as editable fields in Opportunity or Deal Registration sections of the
Convert Lead page layout for end users.
TIPS AND CONSIDERATIONS
The following fields are always shown in these two sections of Convert Lead page:
• Associated Opportunity field in the Opportunity section.
• Deal Registration Name and Principal Partner Account fields in the Deal Registration section.
21 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
Make Currency Searches Case Insensitive
Prior to Release 33, when users entered a lower case string to search for a currency code, the search never
retrieved any records because the currency codes were stored in the database in upper case letters. This feature
converts the search string to upper case before performing the search. The search now retrieves the records
irrespective of whether the user enters the search string in lower case or upper case or a mix of both.
STEPS TO ENABLE
There are no actions required to enable this feature.
TIPS AND CONSIDERATIONS
In the List Management and the Advanced Search pages, the currency fields are highlighted in purple. This
indicates that the searches on the field are case insensitive, but not optimized for search.
Make the Expand or Collapse Sections in List Management Page Sticky
With this feature, Oracle CRM On Demand remembers the expand or collapse state of the Columns Displayed and
Sort Order sections in the List Management page within the user session. If the user expands or collapses the
above sections in New List page, Refine List page or Advanced Search page, and runs a search, Oracle CRM On
Demand displays the section as expanded, or collapsed, whenever the user navigates to the List management or
Advanced Search page for any record type, within the session.
STEPS TO ENABLE
There are no actions required to enable this feature.
Option to Print Driving Directions from Maps
In Release 33, Oracle CRM On Demand introduced an option to print driving directions and route maps. On clicking
the print icon on the route card, a print preview is presented with the route summary, route map and turn-by-turn
driving directions in a printer friendly format which can be printed by clicking the print link in the print preview. For
more details, refer to the Release 33 Oracle CRM On Demand Online Help.
STEPS TO ENABLE
There are no actions required to enable this feature.
22 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
Provide Option to Disable Import and Export Email Notifications
Prior to Release 33, when an import or export request was completed, Oracle CRM On Demand sent an email
notification to the user who requested the import or export. Although informative, it cluttered the mailbox of the user,
especially for test imports or exports performed in environments like staging. With this feature, Oracle CRM On
Demand provides an option for users to select whether they want to receive an email notification or not, when the
import or export is complete. Users can opt to receive email notification or not, for each export or import request.
STEPS TO ENABLE
1. Navigate to the Data Export Assistant page to disable email notification for an export request by clicking
Admin, then Import and Export Tools, and then Export Data.
2. Select the record type to export, and click Next.
3. Deselect ‘Enable Email Notification’, which is selected by default.
4. Navigate to the Import and Export page to disable email notification for an import request by clicking
Admin and then Import and Export Tools.
5. From the Import Data section, select the record type to import, and click Launch.
6. Deselect ‘Enable Email Notification’, which is selected by default.
23 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
7. Users can disable email notification for list exports by clicking Menu and then Export List for any list.
8. Deselect ‘Enable Email Notification (applicable to Queued Export only)’ in the List Export page.
Support Lead Team in Lead Conversion
In Release 33, administrators have the ability to configure the Lead Conversion layouts and Lead conversion
functionality so that Lead teams can be copied to Account or Contact or Opportunity teams during conversion. New
check boxes for copying the Lead team can be configured in Account, Contact and Opportunity sections of the
Convert Lead page.
STEPS TO ENABLE
1. Navigate to the Lead Conversion Layout List page by clicking Admin, then Data Rules and Assignment,
and then Lead Conversion Layout.
2. Copy the Standard layout to create a new layout or edit and existing layout.
3. In Step2, select the record type such as Account, Contact or Opportunity, and then choose the new
actions ‘Copy Lead team to Account /Contact / Opportunity’ as the case might be, and move it to the
Selected Actions section for the record type.
4. Save the layout, and assign it to the user roles.
5. Selected actions will be available as options (check boxes) in the Convert Lead page layout for end users.
24 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
Support Custom Objects in Lead Conversion
In Release 33, administrators have been provided with the ability to configure the Lead Conversion layouts and
Lead conversion functionality has been enhanced so that Lead Custom Objects can be associated to Account /
Contact / Opportunity record types during conversion. New check boxes are available for associating Custom
Objects 1 to 40 in Account, Contact and Opportunity sections of the Convert Lead page.
STEPS TO ENABLE
1. Navigate to the Lead Conversion Layout List page by clicking Admin, then Data Rules and Assignment,
and then Lead Conversion Layout.
2. Copy the Standard layout to create a new layout, or edit and existing layout.
3. In Step2, select the record type such as Account, Contact or Opportunity and choose the new actions
‘Associate Custom Object 01’ to ‘Associate Custom Object 40’ as the case might be, and move it to the
Selected Actions section for the record type.
4. Save the layout, and assign to the user roles.
5. Selected actions will be available as options (check boxes) in the Convert Lead page layout for end users.
25 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
Web Services
Administrative Web Services to Enable Modification Tracking
A new administrative Web service, ‘Enable Modification Tracking’, is now available to read and upsert modification
tracking configurations. Using this Web service, users can enable and disable modification tracking for record types.
For more information, refer to Oracle Web Services On Demand Guide for Release 33.
STEPS TO ENABLE
There are no actions required to enable this enhancement.
Administrative Web Service to Manage Assignment Rule Group & Assignment Rule
Two new administrative Web services are now available to manage Assignment Rule Groups and Assignment
Rules. The ‘Assignment Rule Group’ Web service exposes all Assignment rules and its children. The ‘Assignment
Rule’ Web service gives separate access to all rules associated to an Assignment Rule Group and all its child
applets. For more information, refer to Oracle Web Services On Demand Guide for Release 33.
STEPS TO ENABLE
There are no actions required to enable this enhancement.
Administrative Web Services to Manage Role Association for Reporting Folder
A new administrative Web service, ‘Report Folders’, is now available to manage role associations to the Shared
Reports folder. Using this Web service, users can extract and update the associations between roles and existing
shared folders. For more information, refer to Oracle Web Services On Demand Guide for Release 33.
STEPS TO ENABLE
There are no actions required to enable this enhancement.
Administrative Web Services to Manage Search Layouts
A new administrative Web service, ‘Search Layout’, is now available to manage search layout configurations defined
in Search Layout wizard configuration page. All configurations defined in step 1 to 3 of the wizard, including search
options from step 3, are captured using this Web service.For more information, refer to Oracle Web Services On
Demand Guide for Release 33.
STEPS TO ENABLE
There are no actions required to enable this enhancement.
Workflows
Display Modified By and Modified On in Workflow Rules List
Prior to Release 33, the workflow rules list displayed the generated fields, Created By and Created On. With this
feature, Oracle CRM On Demand also added the generated fields Modified By and Last Modified to the view.
26 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
STEPS TO ENABLE
There are no actions required to enable this feature.
Increase Workflow Rule Condition Character Limit
Prior to Release 33, a workflow rule condition could contain a maximum of 1,024 characters. With this feature,
Oracle CRM On Demand increased the workflow rule condition to a maximum of 2,048 characters.
STEPS TO ENABLE
There are no actions required to enable this feature.
Training and Support Center
The Training and Support Center portal makes it easy for you to pinpoint the training resources and support that you
need, depending on your job role, your level of expertise with the product, and the phase of using Oracle CRM On
Demand.
27 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
Training and Support Center – Release Info tab
The Support tab provides alerts and notifications specific to your application environment.
The Get Started tab lists resources based on your specific role together with resources aimed at helping you get the
most out of your first 30 days with Oracle CRM On Demand.
The Learn More tab outlines information in key topic areas, such as administration, integration, and reports. Go to
this tab to get the resources you need to move beyond the basics.
The Release Info tab contains information specific to the current and upcoming releases of Oracle CRM On
Demand. Access this tab to prepare for upgrades to your Oracle CRM On Demand application.
The Best Practices tab contains a compilation of knowledge gained by experts that work with Oracle CRM On
Demand day in and day out. Access this knowledge to benefit from their vast experience.
The Communities tab offers connections to others in the Oracle CRM On Demand community through forums,
communities, blogs, and more.
Quick Links
Use the Quick Links, located in the blue bar under the tabs to focus in on specific resources:
» The Browse Training link opens the training catalog. From that page, you can see the instructor-led training,
Webinars, quick guides, use cases, and tools available to you.
» The Browse Knowledge link takes you to the knowledge base, where you can get answers to frequently asked
questions.
» The Submit a Service Request link directs you to My Oracle Support, where you can log a service request.
» The Web Services Library provides sample APIs and a link to Oracle Sample Code, where you can get
samples to help you build custom integrations.
28 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
» The Add-On Applications link allows access to our downloadable applications, which extend the functionality of
Oracle CRM On Demand.
» The Templates and Tools link provides access to resources that can help you to design and configure Oracle
CRM On Demand to meet your company's specific needs.
Search
Use the Search box to find resources across the entire Training and Support Center based on keywords or Doc IDs.
For example, searching on Analytics will capture instructor-led training (for example, the Advanced Analytics
Workshop), Webinars, FAQs, and best practices for optimizing analytics performance.
Access
To access the portal, click the Training and Support link in the upper right of any page in Oracle CRM On Demand.
Additional Resources
Before you begin setting up the new Oracle CRM On Demand Release 32 features for your company, here are
some excellent resources that can assist you.
Online Help
Online help is a resource for all users. From each page in Oracle CRM On Demand, you can click the Help link to
view information specific to that page. Check the online help to review field descriptions or find instructions on how
to perform tasks.
On Demand Documentation on OTN
You can retrieve Oracle CRM On Demand documentation on the Oracle Technology Network. The documentation
library includes PDFs of translated online help content, and various configuration and administration guides. In
addition to the product documentation, the documentation library contains Transfer of Information (TOI) courses and
release documents such as Oracle CRM On Demand Administrator Preview Guide and Oracle CRM On Demand
Product Release Notes. You can view the documentation library here:
http://www.oracle.com/technetwork/documentation/siebelcrmod-096050.html
Contact Customer Care
Our experienced Oracle CRM On Demand Customer Care team is ready to help you with any of your Oracle CRM
On Demand Release 32 questions or issues.
Please use one of the following toll-free numbers based on your location:
» United States & Canada
» Toll Free: 866-853-8521
» Toll: 512-501-7113
» Australia: 0011-800-08538521
» China: 10800.130.1178
» China Alternate: 86.800.810.0366
» Belgium: 0800-7-5630
» France: 00-800-08538521
29 | ORACLE CRM ON DEMAND RELEASE 33 ADMINISTRATOR PREVIEW GUIDE
» Germany: 00-800-08538521
» Hong Kong: 001-800-08538521
» India: 000-800-100-1148
» Indonesia: 001-803-1-002-0896
» Italy: 00-800-08538521
» Japan: 010-800-08538521
» Korea: 00798-1-1-002-0896
» Luxemburg: 800-2-6576
» Malaysia: 1-800-81-3753
» Mexico: 001-866-678-9037
» Netherlands: 0800-022-6451
» New Zealand: 0800-447171
» Pakistan: 00-800-01-001-866-435-7705
» Philippines: 1800-1-111-0178
» Spain: 00-800-08538521
» Singapore: 001-800-08538521
» Taiwan: 00801-10-4139
» Thailand: 001-800-11-002-0896
» Sri Lanka Colombo: 2-430-430-866-435-7705
» Sri Lanka (outside Colombo): 112-430-430-866-435-7705
» United Kingdom: 00-800-08538521
» Vietnam: 1-201-0288-866-435-7705
Important Dialing Instructions
All numbers listed above for countries outside of the United States & Canada are UIFN (Universal International
Freephone Numbers). Please dial all numbers exactly as listed. These numbers are Freephone and subsequently
will not cause any charges to our customers.
Oracle Corporation, World Headquarters Worldwide Inquiries
500 Oracle Parkway Phone: +1.650.506.7000
Redwood Shores, CA 94065, USA Fax: +1.650.506.7200
Copyright © 2016, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. 1016
C O N N E C T W I T H U S
blogs.oracle.com/oracle
facebook.com/oracle
twitter.com/oracle
oracle.com