Using Books to Organize Your Data
The Book of Business feature can help you get the right data in front of the right people in your organization. Whether your company is organized by territory, product, or other unique structure, you can create one or more book hierarchies to organize your data and give users access to just the data they need to see.
We have several resources to get you started with books. Here is how I suggest you begin:
§ Read the About Books section in Online Help, just to get a general idea of how it all works.
o To get to Online Help, click the Help link on any page in CRM On Demand and search for “books.”
§ Take the Flexible Data Sharing Using Book of Business Webinar, available via the Training page. Look for it in the Administrator browse category in the catalog.
o Also, view the Understanding Data Access and Visibility Webinar, which offers an overview of the visibility options available in CRM On Demand.
§ If you haven’t already, sign up to take the Administration Essentials course. That course includes a full lesson on Book of Business and offers an overview of the most important administration tasks.
§ Go to the MetaLink knowledge library and search for books. Click here for instructions to access the Knowledge Library. Check MetaLink frequently, because new solutions and tools are added regularly. Specifically, take a look at solution # 459020.1.
§ Visit the Administrator Forum to connect with a community of administrators, to search for discussions, and post your own questions about books.
Finally, if you need assistance getting started with books, contact Oracle Customer Care.
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