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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Online Training Materials Use of this Site (“Site”) or Materials constitutes agreement with the following terms and conditions: 1. Oracle Corporation (“Oracle”) is pleased to allow its business partner (“Partner”) to download and copy the information, documents, and the online training courses (collectively, “Materials") found on this Site. The use of the Materials is restricted to the non-commercial, internal training of the Partner’s employees only. The Materials may not be used for training, promotion, or sales to customers or other partners or third parties. 2. All the Materials are trademarks of Oracle and are proprietary information of Oracle. Partner or other third party at no time has any right to resell, redistribute or create derivative works from the Materials. 3. Oracle disclaims any warranties or representations as to the accuracy or completeness of any Materials. Materials are provided "as is" without warranty of any kind, either express or implied, including without limitation warranties of merchantability, fitness for a particular purpose, and non-infringement. 4. Under no circumstances shall Oracle be liable for any loss, damage, liability or expense incurred or suffered which is claimed to have resulted from use of this Site of Materials. As a condition of use of the Materials, Partner agrees to indemnify Oracle from and against any and all actions, claims, losses, damages, liabilities and expenses (including reasonable attorneys' fees) arising out of Partner’s use of the Materials. Usage Agreement 2
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Purpose and Disclaimer Purpose: This document provides an overview of features and enhancements included in Oracle CRM On Demand Release 29. It is intended solely to help you assess the business benefits of upgrading your existing Oracle Products to Release 29 or implementing completely new Oracle developed products, and planning your I.T. Projects. Disclaimer: This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement or other applicable contract with Oracle, with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without Oracle’s prior written consent. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. This is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality is always at Oracle’s sole discretion. This document is not considered part of the applicable program documentation. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code. 3
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle CRM On Demand Release 29 Transfer of Information Mobile Enhancements Functional Overview Oracle CRM On Demand June 2015 4
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Program Agenda Key Themes for CRM On Demand CRM On Demand Release 29 Features Connected Mobile Sales Enhancements Other Resources 1 2 3 4 5
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 6 Oracle Social Oracle Marketing Oracle Sales (OSC / CRM OD) Oracle Commerce Oracle Service Integrated Customer Experience Foundation Social NetworkMobile Analytic KPIs & Dashboards Predictive AnalyticsIntegrations Globalizations and Statutory Localizations Web Mobile Social In-StoreContact Center Field Service Direct Sales Channel Oracle CX Cloud : Complementary to CRM On Demand
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Smartphone and Tablet Innovation Themes and Roadmap Extensibility User Experience 7
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Mobile Enhancements Functional Overview This Transfer of Information will cover the following Connected Mobile Sales features in detail: – Add Contacts and Accounts as Related Items to Custom Objects 1-3 – Improve Access Denied Error Message – Modern UI Icons Customization – Autofill Follow-up Appointment 8 Connected Mobile Sales for Smartphones
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Add Contacts and Accounts as Related Items to Custom Objects 1-3 App Composer Steps for Company Administrator – Selecting Available Fields – Customizing Layout Changes seen in Connected Mobile Sales for Users 9
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |10
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |11
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |12
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |13
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |14
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Connected Mobile Sales 15 Contacts related to Rewards (Custom Object 1) Rewards as CO 1Rewards ListRewards DetailContacts related to RewardsContacts Detail
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Improve Access Denied Error Message Previous error message: – JBO-25020: View row with key is not found in Iterator. Updated error message: – The record you are trying to access has been deleted or has been assigned a new owner and you no longer have access to it. 16
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Modern UI Icons Customization 17 Admin -> Application Customization -> Customize Record Types
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Autofill Follow-up Appointment 18
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | OTHER RESOURCES 19
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Other Connected Mobile Sales Resources Oracle CRM On Demand Connected Mobile Sales Administration Guide – http://www.oracle.com/technetwork/documentation/siebelcrmod-096050.html http://www.oracle.com/technetwork/documentation/siebelcrmod-096050.html Oracle CRM On Demand Connected Mobile Sales Release Notes – Training and Support link > Search "CMS: Connected Mobile Sales Patch Release Notes" 20
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Transfer of Information 1.What’s New 2.Integration Enhancements Functional Overview 3.Mobile Enhancements Functional Overview 4.User Experience Enhancements Functional Overview 21 Courses for Release 29
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Additional Resources To access the TOI courses – Training and Support Center > Release Info tab Release 29 Administrator Preview Guide and Release Notes available via Training and Support Center > Release Info tab – Click the Training and Support link in the upper-right corner of the application to access the Training and Support Center 22
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Additional Resources For More Information about our Products http://www.oracle.com/crmondemand 23
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Support Forums – https://community.oracle.co m/community/support/crm _on_demand https://community.oracle.co m/community/support/crm _on_demand Oracle Cloud Marketplace – https://cloud.oracle.com/m arketplace/faces/homePage. jspx?_afrLoop=4707277330 34089&_afrWindowMode=0 &_adf.ctrl- state=tvcvdt5a0_4 https://cloud.oracle.com/m arketplace/faces/homePage. jspx?_afrLoop=4707277330 34089&_afrWindowMode=0 &_adf.ctrl- state=tvcvdt5a0_4 24 Sample Code for integrating with CRM On Demand – http://www.oracle.com/tec hnetwork/indexes/sampleco de/crmod-sample- 522104.html http://www.oracle.com/tec hnetwork/indexes/sampleco de/crmod-sample- 522104.html Additional Resources Working With a Community
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Release 29 Transfer of Information Thank you 25
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |26
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