Administrator Preview Guide - Oracle Cloud · October 21, 2016 20161021 Final version published...

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


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


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


Document Versioning

Date Version Change Reference

October 21, 2016 20161021 Final version published

September 16, 2016 20160916 Draft published


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


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


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.


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


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


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


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.


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


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



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


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



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


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


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.


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.


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

https://support.oracle.com/CSP/main/article?cmd=show&;type=NOT&;doctype=BULLETIN&;id=1436834.1&;elqTrackId=361c45c6903e48548c060f4d41f2e1e5&;elq=76044b683aa34effb249343e48e56736&;elqCampaignId=&;elqaid=618&;elqat=1&elq=76044b683aa34effb249343e48e56736&elqaid=618&elqat=1&elqCampaignId=

https://support.oracle.com/CSP/main/article?cmd=show&;type=NOT&;doctype=BULLETIN&;id=1436834.1&;elqTrackId=361c45c6903e48548c060f4d41f2e1e5&;elq=76044b683aa34effb249343e48e56736&;elqCampaignId=&;elqaid=618&;elqat=1&elq=76044b683aa34effb249343e48e56736&elqaid=618&elqat=1&elqCampaignId=


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.


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.


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.


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



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.


STEPS TO ENABLE



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



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.


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


‘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


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


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.


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.


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.


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



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


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



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.


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.


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.


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


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


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


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.


STEPS TO ENABLE


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


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.


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.


» 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


» 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

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