Category: Technical How-To

In this episode, Robert and I dig deep into Integration Events. What are they? Where did they come from? How can I use them? Should I use them at all? All your questions are answered!

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We’ve talked many times before about the value of using Indexed Custom Fields (ICF) to juice your performance. It’s clearly important to think about this when you are going through initial design and configuration. But what about after deployment – when you start to figure out exactly what bits of data are being most heavily searched and reported on?

Lose not hope! Even in a live system, months or years after initial launch, you can make the move to ICFs with a little care and planning. And let’s face it – every CRM system is going to need some tuning after a while. Business needs evolve or sometimes change dramatically and your CRM application must keep up. So let’s dig into how you can make a slow dog field into a sprinter.

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I had a recent experience helping a customer and implementer in dealing with a lot of workflows and field validations combined with integration via web services. It occurred to me some folks out there might be attempting the same, so I decided to write up a few tips which could save some headaches!
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Just about every CRM On Demand customer I work with today has implemented some level of integration. Getting the right information (wherever it lives) to the right people at the right time is now a business imperative. Today Robert and I begin to take a look at the various ways On Demand can enable this vision – in many cases quickly and cheaply!
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In this podcast I am joined by my good friend Mike Lairson to address a topic requested by a listener (see, we care!). Mani wrote in a while back and asked that we talk about data access in Analytics. Well, we’ve covered data access in CRM On Demand from a few angles, why tackle Analytics as it’s own podcast?
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Today we introduce our new “Five Things” format for the podcast. Robert and I will discuss five things you need to know about one of our favorite CRM On Demand features – Books of Business. Look for “Five Things” in the title of future podcasts. When you see it, you’ll know you’re going to get some concrete advice that you can put to work right away. » Read the rest of the entry..

Robert and I depart from our usual dialogue to look at some questions posted on the Oracle Forums. In this follow-up to our last podcast on Data Access, we decided it would be fun to look at what’s heating up the Forums on this topic. Not surprisingly, we found a good number of questions posted by customers and partners.

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