Entries from CRM On Demand Learning Blog tagged with 'crm on demand'
Waiting Your Turn in the Import Queue
Our mothers taught us to wait our turn. We learned that lesson, but it's much easier said than done. When we do things like import records into CRM On Demand, we expect immediate results. Usually, our imports are processed in...
How To Restrict Sales Stage Changes on Closed Opportunities
People in our sales groups hear a lot of good questions from potential customers who are evaluating CRM On Demand. So, it’s not surprising that some of the best solutions to real use requirements come from the people in those...
Checking for Letters in Numerical Text Fields
Let’s say your users need to enter an 11-digit number in a field. The number will always be purely numerical (not alphabetical or alphanumeric), but it exceeds the 10-digit limit allowed for fields with the Number field type. What do...
Displaying an Analytic Dashboard for a Role
There are a lot of good ideas that I see on our internal and external forums on the subject of Oracle CRM On Demand analytic reports and dashboards. These are very flexible, meaning that you can do a lot with...
Displaying CRM On Demand Widgets
How would you like to add CRM On Demand content to your desktop, Google home page, or another application? Each one of our Widgets is a snippet of HTML code that you can use to view CRM On Demand data...
Avoiding Pitfalls during Data Import
If you’re an administrator who’s importing data for an Oracle CRM On Demand implementation, here are a few tips to avoid import errors and meet launch dates: 1. Make sure the field values for your import match your picklist values...
Optimizing Application Performance
The performance of Oracle CRM On Demand isn’t all related to servers and software. The choices your company makes in customizing the application and setting up users and roles also affects performance. And even further, how you use the application...
Creating a List of Tasks Due Today
Are you interested in seeing a list of only today’s tasks in CRM On Demand? Here are instructions to help you create that list and add it to your Favorite Lists, so you can access it with a single click....
Anyone out there?
We curriculum developers spend countless hours hovering over our scripts and simulators, trying to illustrate features in CRM On Demand so you can quickly see their benefits. And then we send our material out to the universe. Who knows what...
Ramp Up On Release 15
Have you heard about Release 15 yet? There is some pretty cool stuff in this release, including a new message center, some widgets, RSS feeds, and new customizable analytics dashboards. You might have already been upgraded to this release,...
Using Books to Organize Your Data
The Book of Business feature can help you get the right data in front of the right people in your organization. Whether your company is organized by territory, product, or other unique structure, you can create one or more...
How to get automatic updates from our Blog
In our busy world, who has time to search for tips, tools, or training? Yet, getting that information can help you become more efficient, so you will actually have more time. Oracle CRM On Demand is full of tools...
Importing Data - Where to Begin
Data import — gotta do it but don’t know where to start? Importing data is a particularly important task to do right. If you don’t, you end up with incorrect or missing data and end-users that have no confidence in...
How To Search the MetaLink Knowledge Library
Click the Training and Support link that appears at the top of any CRM On Demand page. Click Search Knowledge. Sign in to MetaLink. If you have not yet registered, click Register Now and follow the instructions. Click the...
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