Administrator Preview Guide - Oracle · 2018. 3. 12. · Introduce Company Profile Settings -...

Administrator Preview Guide

Release 36 March 9, 2018

VERSION 20180309

1 | ORACLE CRM ON DEMAND RELEASE 36 ADMINISTRATOR PREVIEW GUIDE

Table of Contents

Document Versioning 4

Summary of Release Features 5

Administration 7

Ability to Keep Field Audit Records for 366 Days 7

Ability to Remove the Export Requests Attachments Delete Option 7

Enable List Management Capabilities for Company Audit Data 8

Introduce a Central Audit Page for All Exports 8

Introduce Company Profile Settings - Export Requests Expiry and Export Requests

Attachment Expiry 9

Analytics 10

Ability to Assign Visibility on V3 Dashboards Folders 10

Add Account, Lead and Opportunity Dimensions to V3 Events Real-time Subject Area 12

Add Date Dimensions to V3 Opportunity Team Subject Areas 12

Expose Signed Status in Invitee Dimension in V3 Events History and Real-time Subject

Areas 13

Map Missing Contact Custom Fields in V3 Account Contact History Subject Area 14

Multi-Select Picklist Reporting for Account, Contact, Opportunity, Lead, Activity and Service

Request in V3 Real-time Reporting Subject Areas 14

Support the Reporting of Custom Objects 26-30 in V3 Analytics 15

Application Customization 16

Ability to Configure Default Filter Criteria for Related Information Sections 16

Ability to Configure Default Sort Order for Account Opportunity by Close Date 18

Ability to Display Additional Fields in Related Information Applet 18

Enable Context Sensitive Lists for 'Related Opportunity' 19


Introduce Context Sensitive Lists in Opportunity - Contacts 20

Oracle CRM On Demand Connected Mobile Sales 20

Ability to Define a Default List 20

Ability to Mark a Contact as a Favorite 21

Custom Links in the Menu Bar 22

Extend Around Me to Use Billing Addresses for Accounts 23

Preventing Creation of Records While Allowing Update 24

Recently Viewed Records in the Menu Bar 25

Support Customized Sorting and Ordering for List Pages 25

Integration 26

Ability to Share Oracle Data Loader User Log Files Automatically 26

Usability 27

Ability to Perform Multi Book Search of Activities 27

Ability to View Private Lists for All Users in the Company 27

Enhancements to Manage Lists Page 28

Service Information Link to Release Documentation 28

Web Services 29

Enhance Picklist Administrative Web Services to Support Filtering on Active Picklists 29

Expose 'Reject Reason' Fields of Lead in Web Services v1.0 29

Introduce a new List Administrative Web Services to Support Retrieving Lists Definitions 30

Training and Support Center 31

Quick Links 31

Search 32

Access 32

Additional Resources 32


Online Help 32

On Demand Documentation on OTN 32

Contact Customer Care 33

Important Dialing Instructions 33


Document Versioning

Date Version Change Reference

March 9, 2018 20180309 Updated section(s):

“Introduce Company Profile Settings - Export Requests Expiry and Export

Requests Attachment Expiry”.

February 2, 2018 20180202 Draft updated with minor grammatical changes

January 30, 2018 20180130 Draft published


Summary of Release Features

To see a video recording of the features included in this release, see the Transfer of Information (TOI)

recordings at: https://docs.oracle.com/cd/E88990_01/homepage.htm

The following table summarizes the actions required by Oracle Customer Care, or 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 your company has already 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

Ability to Keep Field Audit Records for 366 Days

Ability to Remove the Export Requests Attachments Delete

Option

Enable List Management Capabilities for Company Audit

Data

Introduce a Central Audit Page for All Exports

Introduce Company Profile Settings - Export Requests

Expiry and Export Requests Attachment Expiry

Analytics

Ability to Assign Visibility on V3 Dashboards Folders

Add Account, Lead and Opportunity Dimensions to V3

Events Real-time Subject Area

Add Date Dimensions to V3 Opportunity Team Subject

Areas

Expose Signed Status in Invitee Dimension in V3 Events

History and Real-time Subject Areas

Map Missing Contact Custom Fields in V3 Account Contact

History Subject Area

Multi-Select Picklist Reporting for Account, Contact,

Opportunity, Lead, Activity and Service Request in V3 Real-

time Reporting Subject Areas

Support the Reporting of Custom Objects 26-30 in V3

Analytics

https://docs.oracle.com/cd/E88990_01/homepage.htm


Feature

Customer Care

Action

Required?

Administrator

Action

Required?

User Action

Required?

Immediate

User

Availability

Application Customization

Ability to Configure Default Filter Criteria for Related

Information Sections

Ability to Configure Default Sort Order for Account

Opportunity by Close Date

Ability to Display Additional Fields in Related Information

Applet

Enable Context Sensitive Lists for 'Related Opportunity'

Introduce Context Sensitive Lists in Opportunity - Contacts

Connected Mobile Sales

Ability to Define a Default List

Ability to Mark Contacts as a Favorite

Custom Links in the Menu Bar

Extend Around Me to Use Billing Addresses for Accounts

Prevent Creation of Records While Allowing Update

Recently Viewed Records in the Menu Bar

Support Customized Sorting and Ordering for List Pages

Integration

Ability to Share Oracle Data Loader User Log Files

Automatically

Usability

Ability to Perform Multi Book Search of Activities

Ability to View Private Lists for All Users in the Company

Enhancements to Manage Lists Page

Service Information Link to Release Documentation

Web Services

Enhance Picklist Administrative Web Services to Support

Filtering on Active Picklists

Expose 'Reject Reason' Fields of Lead via Web Services

v1.0

Introduce a new List Administrative Web Services to Support

Retrieving Lists Definitions


Administration

Ability to Keep Field Audit Records for 366 Days

Prior to Release 36, the Audit Expiry (Days) company setting could be set to keep field audit records

for up to 90 days. In Release 36, due to the General Data Protection Regulation (GDPR) requirements,

the Audit Expiry (Days) company setting has been enhanced so that Oracle CRM On Demand retains

field audit records for up to 366 days. After 366 days, Oracle CRM On Demand purges the field audit

records.

STEPS TO ENABLE

1. In the upper right corner of any page, click Admin.

2. In the Company Administration section, click Company Administration.

3. In the Company Profile section, click Company Profile.

4. In the Company Settings section, select Audit Expiry (Days) and enter a value of up to 366.

Ability to Remove the Export Requests Attachments Delete Option

Prior to Release 36, all users who had the ability to export records using the Data Export Assistant or

List Export could delete the export attachments. Due to GDPR requirements, you must retain export

attachments for a certain number of days, so end users should not have the ability to delete the export

attachments from Oracle CRM On Demand. In Release 36, a new “Delete Export Requests

Attachment” privilege has been introduced to control whether the users of the role has the ability to

delete the export attachments they can access from Oracle CRM On Demand. If you do not enable

the “Delete Export Requests Attachment” privilege for the user, then Oracle CRM On Demand does

not display the “Delete” option for the exports the user can access. The user can only view or

download the export file.

STEPS TO ENABLE

1. In the upper-right corner of any page, click Admin.

2. In the User Management and Access Controls section, click User Management and Access

Controls.

3. In the Role Management section, click Role Management.

4. In the Role List page, edit the role you want to update.


5. In Step 4 of the Role Management Wizard, select the “Delete Export Requests Attachment”

privilege.

6. Save the changes.

TIPS AND CONSIDERATIONS

On a Release 36 upgrade, existing roles with any one of the “List - Export All Fields”, “List -

Export Displayed Fields” or “Admin Export” privileges will have the “Delete Export Requests

Attachment” privilege enabled by default. The company administrator must review each role to

determine if the “Delete Export Requests Attachment” privilege is to remain enabled or is to be

disabled.

After a Release 36 upgrade, Oracle CRM On Demand does not enable the “Delete Export

Requests Attachment” privilege when enabling any one of the “List - Export All Fields”, “List -

Export Displayed Fields” or “Admin Export” privileges on the role. You must manually enable

the “Delete Export Requests Attachment” privilege on the role if you want the role to have the

right to delete export files.

Enable List Management Capabilities for Company Audit Data

Prior to Release 36, the ‘Admin Configuration Audit’ and ‘Audit’ lists (accessed from Admin > Company

Administration) did not support list management operations. In Release 36, Oracle CRM On Demand

introduces a Menu button in the above audit lists so that these lists support list operations. The menu

button is available by default to all company administrators who have access to these company audit

lists. This feature also introduces a list selector on top of the list where users can select the list they

want to see. The list selector displays all custom created lists. For Admin Configuration Audit, the

application provides an out-of-the-box (OOTB) list called ‘All Admin Configuration Audit’ that displays

all changes that users have made to various administrative configurations. For Audit, the application

provides an OOTB list called ‘All Audit Trail’ that displays all of the company’s resource usage.

STEPS TO ENABLE

There are no steps required to enable the feature.

Introduce a Central Audit Page for All Exports

Prior to Release 36, a company administrator could not see all the export requests using the Data

Export Assistant and all the export requests using List Export in one location. In addition, company

administrators could only see their own list exports but could not see all the list exports of other users

in the company.


Due to GDPR requirements, in Release 36, Oracle CRM on Demand has introduced a central audit

page for all exports requests so that you can audit and review all exports requested by any user in the

company in one location. The central page is accessible from the Master Export Requests link in the

Admin > Company Administration page, under the Company Audit section. Oracle CRM On Demand

displays the Master Export Requests link only if the new “Access Master Export Requests” privilege is

enabled.

STEPS TO ENABLE



Controls.


4. In the Role List page, edit the role you want to update.

5. In Step 4 of the Role Management Wizard, select the “Access Master Export Requests”

privilege.



The list of export requests in the Master Export Request page might contain a large number of

records. To view a subset of the records, use the list filter or the quick filter bar on the Master

Export Requests page to filter the list.

Introduce Company Profile Settings - Export Requests Expiry and Export Requests Attachment Expiry

Prior to Release 36, by default, Oracle CRM On Demand retained any export requests using Data

Export Assistant or List Export for 60 days and retained the export request attachments for 7 days,

after which, Oracle CRM On Demand would purge the records and attachments. These settings were

not configurable. Due to GDPR requirements, in Release 36, Oracle CRM On Demand has introduced

the Export Requests Expiry Days and Export Requests Attachment Expiry Days company settings that

allows companies to set how long they would like export requests and export request attachments to

be retained by Oracle CRM On Demand. These settings can be set in the Company Profile page:

Export Request Expiry Days. You can set this to any integer value greater than 0 (zero).

When the value is set to 0 (zero), export requests are never purged.


Export Request Attachment Expiry Days. You can set this to an integer value between 1 and

366. This ensures Oracle CRM On demand saves export request attachments to a maximum

of 1 year.

STEPS TO ENABLE




4. In the Company Settings section, enter values for the Export Request Expiry Days and Export

Request Attachment Expiry Days settings.


When the Export Request Attachment Expiry Days setting is set to a value greater than 7

days, Oracle CRM ON Demand counts the attachments towards the company’s file allotment.

Once you reach the file allotment, export requests will not execute. The user will see an alert

box with the following error message when submitting the export request: “The File Allotment

of {File Allotment Value} MB has been reached or there is insufficient capacity remaining to

process your request.“.

Note that file allotment usage are calculated every 24 hours and can be viewed through

Company Administration > File Utilization page.

The Export Request Expiry Days setting should be set to a value that is greater than the

Export Request Attachment Expiry Days setting. If Oracle CRM On Demand purges the

export request record before purging the export attachment, then users will not be able to

access the export attachment even though the attachment is not purged.

Analytics

Ability to Assign Visibility on V3 Dashboards Folders

Before the introduction of V3 Analytics, in V2 Analytics, the Dashboards folder had a flat structure

containing only dashboards objects and no subfolders. With V3 Analytics, under the Dashboards

folder, users can now create subfolders in addition to the dashboards objects. In Release 35, Oracle

CRM On Demand continued to support the visibility assignment for reports folders with V3 Analytics


but there was no support for visibility assignment for subfolders created underneath the Dashboards

folder.

Starting with Release 36, users who have the Manage Dashboards and Manage Roles and Access

privileges can assign visibility for subfolders created underneath the Dashboards folder. In the

Manage… section of the V3 Analytics Home page, users click on the Manage Folders link, navigate to

the Manage Shared Folders Visibility page, and click on the Subfolders link beside the Company Wide

Shared Folder. On the Manage Shared Folders Visibility page, Oracle CRM On Demand now displays

the Dashboards folder and users can click on the Subfolders link beside the Dashboards to start

assigning visibility at the subfolder level.


STEPS TO ENABLE


Add Account, Lead and Opportunity Dimensions to V3 Events Real-time Subject Area

In Release 31, Oracle CRM On Demand added new relationships to support a growing number of

trade shows and other sales events based on accounts, leads and opportunities. As a result, Oracle

CRM On Demand added the Account Event, Lead Event, Opportunity Event record types in addition to

the preexisting Invitee record type.

Starting with Release 36, Oracle CRM On Demand has added new dimensions to the V3 Events Real-

time subject area so users can report on the accounts, leads and opportunities associated with the

events.

STEPS TO ENABLE


Add Date Dimensions to V3 Opportunity Team Subject Areas

Starting with Release 36, Oracle CRM On Demand exposes the Date folders in the V3 Opportunity

Team History and Opportunity Team Real-Time subject areas. Users can now report on opportunities,

team members, split% and revenue split, grouped by fiscal year or month, or calendar year or month,


or any other fields under the newly added Date dimensions. In the Opportunity Team History subject

area, the Date dimension corresponds to the Opportunity Close Date.

STEPS TO ENABLE


Expose Signed Status in Invitee Dimension in V3 Events History and Real-time Subject Areas

Prior to Release 36, Oracle CRM On Demand did not expose the Signed Status field available in an

Invitee record in the Events History and Real-Time subject areas.

Starting with Release 36, Oracle CRM On Demand exposes this field in the Invitees dimension, in the

Events History and Events Real-Time subject areas. The newly added Signed Status field is available

under the Invitees > Invitee Status folder.


STEPS TO ENABLE


Map Missing Contact Custom Fields in V3 Account Contact History Subject Area

Prior to Release 36, Oracle CRM On Demand did not expose the text (short) fields 75 to 99, available

in the Contact record, in the Account Contact History subject area.

Starting with Release 36, Oracle CRM On Demand exposes these custom fields from the Contact

record in the Contact dimension, in the Account Contact History subject area.

STEPS TO ENABLE


Multi-Select Picklist Reporting for Account, Contact, Opportunity, Lead, Activity and Service Request in

V3 Real-time Reporting Subject Areas

Prior to Release 36, Oracle CRM On Demand supported reporting on multi-select picklists only in

Historical Analytics subject areas.

In Release 36, Oracle CRM On Demand has added support for multi-select picklists in the Real-Time

Reporting subject areas for the following record types: Account, Contact, Lead, Opportunity, Activity,

and Service Request. In the Real-time Reporting subject areas, V3 Analytics exposes the


concatenated multi-select picklist field values in the company’s default language. It also displays two

additional folders:

Language Independent Code (LIC) folder. This folder exposes the multi-select picklist

concatenated field values using the language independent codes (LIC) as stored internally in

the database. The separator for the multi-select picklist values is the pipeline symbol.

User Language folder. This folder exposes concatenated multi-select picklist field values in

the user’s default language

STEPS TO ENABLE



For optimum performance when defining filters, use the Language Independent Code (LIC)

multi-select picklist values.

Support the Reporting of Custom Objects 26-30 in V3 Analytics

Prior to Release 36, Oracle CRM On Demand did not expose custom objects 26 to 30 in Analytics.

Starting with Release 36, Oracle CRM On Demand has added custom objects 26 to 30 and their

metrics to the V3 Advanced Custom Objects subject area.


STEPS TO ENABLE


Application Customization

Ability to Configure Default Filter Criteria for Related Information Sections

Prior to Release 36, every time a related information section was loaded, Oracle CRM On Demand

displayed the full list of records. End users would have to set their own filter criteria to see only the

subset of records of interest and were required to repeat this each time the page loaded.

In Release 36, this feature provides the ability for company administrators to configure a default filter

criteria for each related information section that supports customizations and quick filter functionality.

When the related information section loads, Oracle CRM On Demand applies the default filter criteria

and displays the filtered list if both of the following criteria are met:

The user uses tab format for the related information section.

The field used for the filter is an available search field in the search layout, which is assigned

to the user’s role for the related record type.

If these criteria is not met, then the filter will not apply to the related information section.


STEPS TO ENABLE

To be able to configure the default filter criteria for related information sections, you must select the

Enable Enhanced View for Tabs option on the Company Profile:




4. Under Company Settings, select the Enable Enhanced View for Tabs setting.

To configure the default filter criteria for the related information section:

1. In the upper-right corner of any page, click the Admin global link.

2. Click Application Customization.

3. In the Record Type Setup section, click the link for the parent record type.

4. In the Application Customization page for the record type, in the Page Layout Management

section, click the Related Information Layout link for the relevant record type.

5. In the title bar of the Related Information Setup page, click Manage Default Filter Criteria.

6. In the Default Filter Criteria page for the parent record type, create a new filter or edit an

existing filter

7. If you are setting up a filter for the related record type for the first time, then in the Related

Record Type field in the Default Filter Criteria Edit page, select the related record type.

8. In the Default Filter Criteria section, select the field for the filter, then select the filter condition,

and then select or enter the filter value.

9. Save your changes.


Oracle CRM On Demand applies the default filter criteria to all layouts for a related record

type, including standard layouts. If the field selected for the filter is not in the layout, then

Oracle CRM On Demand adds the field as the last column of the related information section.

Consider that using optimized fields for the filter as adding a default filter criteria to the related

information section might affect performance when loading the related information section.

Ensure the default filter criteria can apply to any company supported language, as the default

filter criteria applies to all languages.


The default filter criteria is case sensitive.

Ability to Configure Default Sort Order for Account Opportunity by Close Date

Prior to Release 36, default sorting of account opportunities could be done only on the opportunity

name, the opportunity modified date, and the opportunity created date. With this feature, users can

display the account opportunity records sorted by the opportunity close date. Users can configure the

default sort order by ascending or descending order of opportunity close date.

STEPS TO ENABLE

To be able to configure the default sort order for account opportunities, the company administrator has

to configure the Account Opportunity layout as follows:


2. In the Application Customization section, click Application Customization.

3. In the Record Type Setup section, click Account.

4. In the Page Layout Management section, click Account Related Information Layout.

5. In the Related Information Setup section, click Opportunities.

6. Create a new layout, or Copy/Edit an existing layout.

7. In Step 2, select the ‘Sort by’ field value as ‘Closed Date’ and save the layout.

8. Assign the layout to appropriate user roles.

Ability to Display Additional Fields in Related Information Applet

Prior to Release 36, Oracle CRM On Demand only displayed 9 fields in each related information

section.

In Release 36, Oracle CRM On Demand has increased the number of fields that you can display in

each related information section to 20 fields.

STEPS TO ENABLE



3. In the Record Type Setup section, click the link for the record type that you want.

4. In the Page Layout Management section, click the Related Information Layout link that you

want for the record type that you selected.


5. In the Related Information Setup section, select the related information type that you want to

customize.

6. The Related Information Layout page for the selected related information type appears.

7. Create a new layout or edit an existing layout.

8. In Step 2 Field Setup of the Related Information Layout Wizard, select up to 20 fields from the

available fields list.

9. Click Finish.

Enable Context Sensitive Lists for 'Related Opportunity'

Prior to Release 36, Oracle CRM On Demand had two types of context sensitive lists:

All <record types> for related Account

All <record types> for related Contact

This feature introduces a new type of context sensitive list – All <record types> for related Opportunity.

For example, if a task is associated to an Opportunity and if a user wants to associate a service

request to the task, the lookup window for the service request will have a new context sensitive list

‘Service Requests for related Opportunity’. The list displays all the service requests related to the

Opportunity that is associated to the task.

NOTE: The new type of context sensitive list is available for Service Request and Custom Objects as

well.

STEPS TO ENABLE



3. In the Record Type Setup section, click the link for the record type that you want. For

example, Service Request.

4. In the Search and List Layout Management section, click the Search Layout



6. In Step 3 Define Search Results and Layout of the Search Layout Wizard, select the

checkbox ‘Show Context-Sensitive List as Lookup Window Default’ and click Finish.

Introduce Context Sensitive Lists in Opportunity - Contacts

When users are adding related contacts to an opportunity record, which is associated to an account, it

is now possible to select a contact from a list of contacts related to the opportunity’s account. This

improves usability, as users no longer have to search and select a contact from a list of unrelated

contacts.

STEPS TO ENABLE



3. In the Record Type Setup section, click the Opportunity link.

4. In the Search and List Layout Management section, click the Search Layout


6. In Step 3, Define Search Results and Layout, of the Search Layout Wizard, select the

checkbox ‘Show Context-Sensitive List as Lookup Window Default’ and click Finish.

Oracle CRM On Demand Connected Mobile Sales

Ability to Define a Default List

Administrators can now define the Default List for users. Prior to version 1.4.24, when the Select Filter

option was set to Use Lists, Oracle CRM On Demand Connected Mobile Sales always displayed all

records, by default when viewing a top-level object list such as an Account List, or Opportunity List.


Starting in version 1.4.24, Administrators can define a default List to be used when users view a top-

level object list. Users can continue to select a different list, if the default list defined does not meet

their needs.

STEPS TO ENABLE

1. Log into Application Composer.

2. In Layout Customization, click on Customize Layout.

3. In the Customize Layout page, choose the Record Type you want to update.

4. In the Customize List page, in the Select Filter section, choose the following:

a. Select Filter should be set to <blank> or Use Lists

b. Select List should be set to the default list to be used for the selected record type

Ability to Mark a Contact as a Favorite

When users are viewing a Contact List, a Contact record can now be marked as a Favorite. When

marked as a Favorite, Oracle CRM On demand Connected Mobile Sales lists the record under a

Favorite Contact list in the Menu Bar.

To mark or unmark a Contact as a favorite, navigate to the Contact list page, by tapping on the

Contact icon on the Homepage.

While on the Contact list page, tap and hold the record you want to mark or unmark as a favorite. A list

of menu options will appear. Select Add to Favorites or Remove from Favorites.


STEPS TO ENABLE


Custom Links in the Menu Bar

In Application Composer, administrators can now define up to a maximum of 5 customized URL links.

Oracle CRM On Demand Connected Mobile Sales displays these URL links in the Menu Bar under a

new section called Custom Links. When the user clicks on the link, a Web view opens up based on the

URL value.


STEPS TO ENABLE

1. In Application Composer, under the Custom Links section, click Custom Links.

2. Click Add URL to add a new URL.

3. Complete the following fields:

a. Name. This is what gets displayed under the Custom Links section.

b. URL. This is the page where the user is taken when the custom link is selected by

the user.

4. To edit an existing custom link, click the Name field or URL field that you want to update, and

overwrite the existing value.

5. To delete an existing custom link, select the name and click Delete.

6. When satisfied with all the changes, click Save.

Extend Around Me to Use Billing Addresses for Accounts

When using the Around Me feature, users can now filter based on billing addresses for account

records.

To use this feature, perform the following:

Tap on the Around Me icon on the homepage.

While on the Around Me Filter Options page, tap the Address Type field.

Select Billing.

Tap on Search to perform an Around Me search based on the criteria selected.


STEPS TO ENABLE


Preventing Creation of Records While Allowing Update

Administrators can now prevent users from creating records from within Application Composer. This

option can be set at the record level, so administrators can choose the specific record types for which

to prevent the creation of records.

STEPS TO ENABLE

1. In Application Composer, under the Layout Customization section, click Customize Layout.

2. Select the record type for which you want to update the Disable Create option.

3. On the Customize List page, under Record Type Access, click Disable Create to prevent

users from creating records based on the record type selected.


4. Click Save.

Recently Viewed Records in the Menu Bar

When users navigate to various records in Oracle CRM On Demand Connected Mobile Sales, records

viewed are tracked under a list called Recently Viewed in the Menu Bar. Oracle CRM On Demand

Connected Mobile Sales lists the five most recently viewed records.

STEPS TO ENABLE


Support Customized Sorting and Ordering for List Pages

When users are on a top-level record’s list page, options to change the sort field and the sort order are

now available.

To change the sort field or sort order of a list page, perform the following while on a list page:

Tap on the 3 dots located at the top right of the list page

Select the Sort option


On the Sort Options page, tap on the following:

o Sort Order field, to change the order to ascending or descending

o Sort By field, to change the field for which you want the list to sort on

STEPS TO ENABLE


Integration

Ability to Share Oracle Data Loader User Log Files Automatically

Prior to Release 36, the user log file that was generated after an Oracle Data Loader import was

neither attached to the automated email sent to the import user, nor was it automatically written to a

local folder. Users had to log in to Oracle CRM On Demand to access the user log file. This feature

introduces the ability to optionally attach the user log file to the automated email that Oracle CRM On

Demand sends to the user, and to write the log file to a specified directory.

The feature introduces a new optional parameter 'senduserlogfile' in Oracle Data Loader. If a user

specifies the parameter, then Oracle Data Loader attaches the user log file to the automated email

along with the .map and .csv files that it currently attaches. This parameter works in conjunction with

the existing parameter "disableemailnotification" that disables the automated email. If the automated

email itself is disabled, then the application ignores the senduserlogfile parameter, as it has no

relevance.

The feature also introduces another optional parameter 'userlogfiledir' to specify a directory where the

user log file can be stored after the Oracle Data Loader import completes. If the user specifies the

parameter and directory path, then Oracle Data Loader stores the user log file in the specified

directory. If not specified, then Oracle Data Loader stores the file in the directory where it writes the jar

file, provided the user also specifies the 'waitforcompletion' parameter in the command.


STEPS TO ENABLE


Usability

Ability to Perform Multi Book Search of Activities

Prior to Release 36, when a user who did not have permission to read all activity records performed

an action bar search of tasks or appointments, the book selector used to display the user book, even

when the default book for the user was All+. That is, the application never allowed such users to

perform a search of Activities across multiple books.

This feature removes this restriction, even for users without permission to read all activity records.

These users can now perform task or appointment searches across books by selecting All+ in the

book selector on action bar search applet. This feature makes activity searches similar to all other

record type searches.

STEPS TO ENABLE


Ability to View Private Lists for All Users in the Company

Prior to Release 36, users could only view and manage their own private lists. This feature provides

the ability for a user who is part of a role that has the new “Manage Private Lists” privilege enabled to

view and edit the list definition for all private lists of all users in the company.

STEPS TO ENABLE



Controls.


4. In the Role List page, edit the role of choice.

5. In Step 4 of the Role Management Wizard, select the “Manage Private Lists” privilege.



When a user runs another user’s private list, Oracle CRM on Demand runs the private list in

the context of the user who is running the list. Depending on visibility, the records displayed in

the list might be different than when the owner of the list runs the list, however, the list

definition is the same.


Enhancements to Manage Lists Page

You can access the Manage Lists page by selecting Manage Lists from the Menu button on a list

page. There are four enhancements to the Manage Lists page:

1. New List Filter. Oracle CRM On Demand has added a new list filter to the Manage List page.

This list filter allows users to filter the list quickly and provides the options: All Lists, My Lists,

and List in My List Order, Public Lists, System Lists, Role Specific List and Private Lists.

2. Quick Filter Functionality. When the list filter is set to My Lists, Public Lists, Role Specific Lists

or Private Lists, the quick filter fields are available for users to filter the lists on the Manage

List page.

3. Additional Information. Oracle CRM On Demand adds New Columns, “Modified By:

Alias”/”Created By”/”Created By: Alias” to the Manage Lists page to provide more information

about the list.

4. Duplicate List Names. Prior to Release 36, Oracle CRM On Demand filtered any lists with

duplicate lists name but displayed only the most personalized version of the list. For example,

Oracle CRM On Demand would show a private list with the same name as a role-based list or

a public list instead of the role-based list or the public list, while it would show a role-based list

with the same name as a public list instead of the public list. In Release 36, Oracle CRM On

Demand displays any lists, even if the list names are the same. User can differentiate the lists

by looking at the details such as type of the list or the creator of the list.

STEPS TO ENABLE



The List Order accessed using “List Order” on the Manage List page will continue not to

show duplicate list names, that is, it will show the list that is the most personalized, with the

same behavior prior to Release 36.

The Private Lists option in the List filter is only available if the user’s role has the “Manage

Private Lists” privilege enabled.

Service Information Link to Release Documentation

Prior to Release 36, users had to search on My Oracle Support (MOS) to access the release

documentation like Release Notes, Transfer of Information courses and other Oracle CRM On

Demand guides. In Release 36, Oracle CRM On Demand has introduced a new ‘Release

Documentation’ link in the Service Information page of Oracle CRM On Demand. When you click this


link, Oracle CRM On Demand displays a Web page with links to the release documents for the current

and previous releases.

STEPS TO ENABLE


Web Services

Enhance Picklist Administrative Web Services to Support Filtering on Active Picklists

Oracle CRM On Demand has enhanced the Picklist Read Administrative Web Services to support the

ability to filter on whether the picklist value of a specific picklist is active using the Disabled element,

when Record Type and Picklist name is provided in the request.

STEPS TO ENABLE



If the Disabled element is set to False in the request, then the response returns the active

picklist value of the specified picklist.

If the Disabled element is set to True in the request, then the response returns the disabled

picklist values of the specified picklist.

If the Disabled element is not set to a value in the request, then the response returns all

picklist values of the specified picklist, no matter if it is disabled or not.

Expose 'Reject Reason' Fields of Lead in Web Services v1.0

Oracle CRM On Demand introduces a new element, Reject Reason in the Lead Web Service v1.0. It

corresponds with the Reject Reason field on the Lead record type.


STEPS TO ENABLE



In the user interface, the Reject Reason and Reject Code fields are read-only fields if the lead

status is not rejected and are required if the lead is rejected using the Reject button on the

lead record. However, in Web Services, the Reject Reason element (as well as the existing

Reject Code element) are editable even if the status is not set to Rejected. In addition, when a

user updates the status to Rejected, there is no logic in Web Services to set Reject Reason

(as well as Reject Code) as required. Therefore, use care when updating these fields through

Web Services.

Introduce a new List Administrative Web Services to Support Retrieving Lists Definitions

Oracle CRM On Demand has introduced a new List Administrative Web Service with the Read and

ReadAll operations in this release to support retrieving the definitions for all lists to which the user

running the Web Service has access.

NOTE: Oracle CRM On demand does not currently support the Upsert operation.

STEPS TO ENABLE



Use one or more of the following fields to retrieve list definitions using the Read operation of

the List Administrative Web Services: Record Type, List Name, List Type, Created by User

Alias, and Modified by User Alias.

For both Read and ReadAll operations, if the IncludeAll element is not set to True, Oracle

CRM On demand does not retrieve system lists, and only retrieves user created lists.

However, if the read operation is invoked with any search fields other than Record Type or

List Type = System, then even if IncludeAll is true, Oracle CRM On Demand does not retrieve

the system lists.


Training and Support Center

The Training and Support Center portal makes it easy for you to pinpoint the training resources and

support that you require, 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 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 36 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. 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 36 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 © 2018, 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. 0309

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