- To start using Sales Intelligence, follow these simple steps to customize Oracle CRM On Demand.
- Installing Sales Intelligence as a Web Applet in Oracle CRM On Demand
- ACCOUNT - Adding Sales Intelligence to the Account Page Layout
- LEAD - Adding Sales Intelligence to the Lead Page Layout
- OPPORTUNITY - Adding Sales Intelligence to the Opportunity Page Layout
- CONTACT - Adding Sales Intelligence to the Contact Page Layout
Note: If your organization restricts network access by third party applications, please ask your IT administrator to add the following IP address ranges to allow updates from Demandbase:
- 52.4.63.192 to 52.4.63.223
- 64.56.203.0 to 64.56.203.255
Admin Note : Oracle Configuration Checklist
1) Company Profile:
a. (Company Security Settings) must be configured with Authentication Type = "User ID/PWD or Single Sign-On"
b. (Company Security Settings) must be configured with Company Idle Timeout (minutes) to either no value or a minimum of 3 minutes.
2) Each user must be configured with Authentication Type = "User ID/PWD or Single Sign-On"
3) Each user's associated Role (Privileges) must be configured to have Integration: Web Services checked / enabled.
Installing Sales Intelligence as a Web Applet in Oracle CRM On Demand
Permission Required: You MUST be an Administrator
- Click the Admin link
- Click the Application Customization link
ACCOUNT - Adding Sales Intelligence to the Account Page Layout
From the ‘Application Customization’ page, add the Sales Intelligence Applet to your Account page layout.
- Click Account
- Click Account Web Applet
- Click New
- Enter name of InsideView
- Select location of Detail Page
- Select type of HTML
- In the Web Applet HTML text area, copy & paste the following code below
- Enter description of InsideView Account Connector
- Click Save
- Now click Back to Account Application Customization
- Click Account Page Layout
- Click Edit for the appropriate page layout(s)
- Click Step 4 – Related Information
- Select InsideView and click the right arrow button ‘>’ to add it to the Displayed Information list
- Click Finish
- Now navigate to any account record to verify that the InsideView widget loads properly
LEAD - Adding InsideView to the Lead Page Layout
Return to the ‘Application Customization’ page and add the Sales Intelligence Applet to your Lead page layout.
- Return to Application Customization screen
- Click Lead
- Click LeadWeb Applet
- Click New
- Enter name of InsideView
- Select location of Detail Page
- Select type of HTML
- In Web Applet HTML text area, copy & paste the following code
- Enter description of InsideView Lead Connector
- Click Save
- Click Back to Lead Application Customization
- Click on Lead Page Layout
- Click Edit for the appropriate page layout(s)
- Click on Step 4 – Related Information
- Select InsideView and click the right arrow button ‘>’ to add it to the Displayed Information list
- Click Finish
- Now navigate to any lead record to verify that the InsideView widget is loading
OPPORTUNITY - Adding Sales Intelligence to the Opportunity Page Layout
Return to the ‘Application Customization’ page and add the Sales Intelligence Applet to your Opportunity page layout.
- Return to Application Customization screen
- Click on Opportunity
- Click on Opportunity Web Applet
- Click New
- Enter name of InsideView
- Select location of Detail Page
- Select type of HTML
- In Web Applet HTML text area, copy & paste the following code
- Enter description of InsideView Opportunity Connector
- Click Save
- Click Back to Opportunity Application Customization
- Click on Opportunity Page Layout
- Click Edit for the appropriate page layout(s)
- Click on Step 4 – Related Information
- Select InsideView and click the right arrow button ‘>’ to add it to the Displayed Information list
- Click Finish
- Navigate to any opportunity detail page to verify widget functionality
CONTACT - Adding Sales Intelligence to the Contact Page Layout
Return to the 'Application Customization' page and add the Sales Intelligence Applet to your Contact page layout.
- Return to Application Customization screen
- Click on Contact
- Click on Contact Web Applet
- Click New
- Enter name of InsideView
- Select location of Detail Page
- Select type of HTML
- In Web Applet HTML text area, copy & paste the following code
- Enter description of InsideView Contact Connector
- Click Save
- Click Back to Contact Application Customization
- Click on Contact Page Layout
- Click Edit for the appropriate page layout(s)
- Click on Step 4 – Related Information
- Select InsideView and click the right arrow button '>' to add it to the Displayed Information list
- Click Finish
- Now navigate to any Contact record to verify that the InsideView widget is loading