Many of Oracle’s CRMOD customers are migrating to a new CRM platform, notably to either Oracle’s own Sales Cloud or Salesforce.com or Microsoft Dynamics. Regardless of the destination, the journey is quite similar for organizations migrating to any new CRM.
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.
Oracle Sales Cloud helps organizations enhance their sales efforts and create better engagement strategies for both their customers and their teams. Though migrating from CRM On Demand or another CRM system to Sales Cloud may seem daunting, transitioning customer data can prove fast and smooth with an archiving solution.
Your team uses Applets in Oracle COD (CRM On Demand) to provide some awesome new functionality for your CRM. For instance, the ActivePrime applet to enable CleanEnter
Ok. That’s great, but you now need more control over who sees the Applet. Sure you can have individual users enable the applet, or assign to all users based on Role. However, say you have this scenario. You have 50 users in the Custom Power User Role in COD, but only 42 of those 50 should see the ActivePrime Applet that’s configured to show CleanEnter. What do you do?
This is one of those revolutionary changes that seems small, but will have a huge impact on your daily activities. ActivePrime has added the option of searching on any object, even custom ones, to both CleanEnter and ActivePrime Search. Easily configurable in your setup, you can now search on Leads, Accounts, Opportunities, Contacts, Service Requests, etc. etc. You name it, you can search on it. Plus you can do a CRM search on any field and expect fast results without timeouts.
This is the third of a series of five articles that will explain the enhancements to Oracle CRM On Demand in Release 25 (R25). This article's focus is on the updates to Application Customization.
Please note that this list does not cover all the enhancements by Oracle; if you need further information, please access the online documentation within My Oracle Support/Oracle CRM On Demand Knowledge Center.
Administrators can now move or even remove long text fields from page layouts. The width of the long text field (such as Description) is determined by the presence of another field to the right or left of it on the page layout.