Oracle CRM On Demand Administration Essentials by Padmanabha Rao, Venkatesan Sundaram

By Padmanabha Rao, Venkatesan Sundaram

Filled with illustrations, diagrams, and counsel with transparent step by step directions and real-time examples. grasp software Customization by means of studying customized web page layouts, homepage layouts, seek end result layouts, and dynamic layouts. comprehend consumer administration and entry keep watch over. engage successfully with Oracle company within the upkeep of your CRMOD.

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But advanced users can only read her/his own records. Sales and Marketing Manager Has access to sales and marketing related privileges such as create assignment rules, publish lists templates, and so on. Has access to the most common horizontal type of records and can read all the records in the system. The sales and marketing manager has no access to generate sales forecasts (this means that the manager cannot force an automatic submit of the sales forecasts of his sales representative but has to wait for the sales representative to submit their forecasts).

If your company identifier is ABC and user ID is XYZ, the sign-in ID of the user would be ABC/XYZ. The Active status determines whether the user can access the system or not. The number of active users at any point of time is limited by the number of licenses purchased by your company. Users once created in the system cannot be deleted; they can only be set as Inactive. If you intend to activate the user as soon as you create the user in the system, set the Status value as Active and check the Email Password checkbox.

The number of active users can be at the most equal to the number of licenses. info Steps 1-2-3: Go Live Out of the Box Company SignIn and Password Control The company's SignIn and Password Policies section is a place where you can define the Sign In Policy Information settings, standards you would like to impose on passwords set by users, authentication information to reset the password, and turn-on/off facilities that allow the user to change the login user ID and e-mail. The following screenshot shows this section with all its settings: As most of the parameters are self-explanatory, let me explain only the tricky ones here.

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