CRM On Demand Product Tip

Welcome to the ActivePrime Blog

In our blog, you’ll find helpful and informative posts dedicated to improving CRM performance and usability. Our topics include deep dives on the technical aspects of CRMs like searching and data quality. You’ll also find insightful posts about user productivity and adoption.

Integrate Oracle CRM On Demand with Dun & Bradstreet: Part 1

Integrate Oracle CRM On Demand with Dun & Bradstreet: Part 1

So you have Oracle COD (CRM On Demand) and you’d like to create an integration to allow your end users to import D&B data into your CRM system. How can you do this?

There are many variables to be considered with this integration. How do we get data out of D&B? How do we get data into COD? What transformation is needed between the D&B data and how it gets into COD? How do we enable the end user to start and finish the process? What technologies should we use?

Tips for working with the CRM On Demand JavaScript API

Tips for working with the CRM On Demand JavaScript API

Are you ready to add some slick functionality to your Oracle CRM on Demand with JavaScript API’s? You’ve already mastered CRUD; creating, reading, updating and deleting records in your CRM and making changes to the CRM UI, like adding buttons and getting field values.

But you’re just getting started and there’s so much more you can do. How about bringing up a dialog box in JavaScript that has fields your users can input? Or what about building in an iframe with your own custom content? You can show product videos, demos, user interviews, images or come up some nifty functionality that will satisfy a specialized need.  These are great ways to take CRM on Demand and truly make it your own.

If you’ve never done this before (and even if you have) your first thought might be what technologies should you consider to make the job - and your life - easier? It’s a great question!

CRM On Demand Technical Tips and Tricks: Javascript API - CRUD. Create, Read, Update and Delete records

CRM On Demand Technical Tips and Tricks: Javascript API - CRUD. Create, Read, Update and Delete records

In our first three blog articles in this series you learned the canonical “hello world” program, options for storing your code, and reviewed the API classes including Context, Screen, TitleBar and the concept of chaining.

In this blog article we’ll discuss CRUD; creating, reading, updating and deleting records. Our last article included a review of making changes to on-screen values, meaning there is programmatic access to object fields values that are being shown on the CRM On Demand UI (User Interface). However, what about when a field is not being displayed on the UI? For instance, if on Account objects the District Office is not displayed on the UI, and you want to work with the data in that field, this is where CRUD operations come in handy.

CRM On Demand Technical Tips and Tricks: Javascript API - Classes, Context, The Screen, Chaining Plus the Titlebar

CRM On Demand Technical Tips and Tricks: Javascript API - Classes, Context, The Screen, Chaining Plus the Titlebar

In this blog article we’ll discuss working with the JavaScript API more, including working with classes, context, the screen, chaining plus the titlebar.

Classes

Javascript doesn’t have classes!

Ok. So why discuss classes here?

Even though Javascript doesn’t have classes, there are ways to effectively simulate classes. The Oracle CRM On Demand JavaScript API does something like this class simulation, and classes “look” as you’d expect them too. They have properties and methods, just like other languages such as C++, Java, and Python.

CRM On Demand Technical Tips and Tricks: Javascript API - Storing Code

CRM On Demand Technical Tips and Tricks: Javascript API - Storing Code

In our first blog article in this series, you learned how to create a custom button with a canonical “hello world” program. In this article, we discuss options for storing your Javascript code.

Two Options for Storing Code

The first option is to store the code as a client side extension in CRM On Demand, as discussed in our first blog article. The main benefit of using client side extensions is that Oracle handles everything about the storage. There is no need to worry about having a separate web server with proper configuration of HTTPS; there are no SSL certificates to purchase and configure. The disadvantage is that any changes you make to your code must be loaded separately into each CRM On Demand system that you have. For Oracle partners with many customers, this can be cumbersome.

CRM On Demand Technical Tips and Tricks: Javascript API - Introduction and Buttons

CRM On Demand Technical Tips and Tricks: Javascript API - Introduction and Buttons

This post is part of a series of technical articles we are writing on the Javascript API. In this series, we will cover:

  1. Custom buttons.

  2. Storing your code, context, and the screen.

  3. Classes and chaining plus the titlebar.

  4. CRUD. Create, Read, Update and Delete records.

Modern CRM user interfaces, like Oracle CRM On Demand, are built on standards-based web technologies of HTML, CSS, Javascript, and JSON. This article outlines how to create a custom button in CRM On Demand which will launch will launch a canonical “Hello World” program. Let’s jump right into code and make it happen!

CRM On Demand Technical Tips and Tricks: Archiving

CRM On Demand Technical Tips and Tricks: Archiving

Archiving in Oracle CRM On Demand means different things to different users. It may mean removing attachments to free up space to keep your allotments in check. Or, archiving may mean removing records from the workflow. It could also mean a clean up unused Accounts, Contacts, or Leads to improve CRM performance and usability. Some believe that data is power, and therefore no data should be archived, while others strongly believe that irrelevant data is distracting. It's important that precedents are set for how to purge data from your CRM, especially as your business grows. There are limits, or allotments, to the number of records and attachments you can create before Oracle will ask you to purchase more storage.

CRM On Demand Technical Tips and Tricks: Performance

CRM On Demand Technical Tips and Tricks: Performance

Performance: per·for·mancenoun \pə(r)-ˈfȯr-mən(t)s\ : an activity (such as singing a song or acting in a play) that a person or group does to entertain an audience : the way an actor performs a part in a play, movie, etc. : the act of doing a job, an activity, etc. Source: Merriam-Webster Dictionary

Although some may refer to their CRM as a complicated performance, what they are really driving at is its performance. Confusing?

Some users complain that their experience with the CRM is hindered by poor performance; what they mean is that page load times are slower than expected.

We live in an instant gratification world, no doubt about it. We click and we expect. We don’t wait. We give up when page load times are longer than a couple of seconds. It is no wonder the CRM Admin constantly gets emails, texts, and calls that there must be something wrong with the CRM system because pages take too long to load!

CRM On Demand Technical Tips and Tricks: Allotments

CRM On Demand Technical Tips and Tricks: Allotments

In this article, our technical expert outlines allotment behavior in Oracle CRM On Demand. We cover all types of allotments present in CRM On Demand and give you advice on what to do if you hit your limit. This post is the first of a series of technical articles we are writing specifically for Oracle's User Groups. There are six types of allotments in CRM On Demand:

Featured Feature - Update CRM Fields

Featured Feature - Update CRM Fields

No more support tickets! Our featured feature this week is in CleanCRM. Update CRM Fields is found in the Options menu of CleanCRM, and it is a brand new feature that will provides instant results when you customize your CRM.

When you customize or rename fields and record types, you used to have to submit a support ticket in order to see the changes reflected in CleanCRM. Now, you just have to click one link!