Configuration Options in Admin Database

Owned by Evangeline Cruz
Last updated: Jul 21, 2016

Enable/Disable the use of Custom Associations

This setting determines if the specific end user will see the default association settings and options, or the custom-configured association settings as set up by the LNC Administrator.

To toggle this feature, click on the Association button in the action bar to either Enable or Disable the Default


 

Enable - This option will enable the custom configured associations and selection box fields in the user's mail file, pushed from the Admin Database. Dynamic Association and Selection box fields are described in more detail in the next section.

 New LNC Users in the Admin Console will start with this feature set to Enable.  It you have not configured custom associations before adding LNC users to the console, then remember to set this to Disable after the new user is added.

The following screenshot shows how the configuration tab will be displayed in the user's mail file settings for the corresponding configuration value of the user in the Admin



Disable - This option will disable the associations and selection box fields pushed from the Admin Database, leaving the LNC default associations in effect. The administrator will still be able to push other settings to the user.


Configuring Association Settings


1.CRM Objects

CRM Objects refer to the Modules and related fields in the CRM (also referred to as the Data Source).  To configure associations for your users in the LNC, you will need to download the CRM Objects in to the Admin Console.

  1. Click and Expand the Association Settings view and click on 1. CRM object.
  2. Click on the Download button and select Download All CRM Modules.
  3. This will download all available CRM modules. It will also download fields of default associations supported by LNC such as Contact, Account, Campaign, Lead, Opportunity and others.

The download process may take some time to complete based on number of modules and related data.
If you do not need all modules downloaded, for instance you added an additional module to the CRM or you only require the LNC users to access specific ones, you may choose Download Selected CRM Modules instead.




The Object Fields related to the CRM Objects will be listed in the CRM Object -> Object Fields view.




2.Search Settings View


Click on the Search Settings view to create search settings documents for all CRM modules used with the Connector.

Click on New button to open the Search Settings Form.


CRM Object
Select the CRM Object from the list for which you want to create search fields and click OK.


 

(plus)

 Click to see how to setup Association Settings for CRMOD

New Search Settings Form.


CRM Object.

                  Select the Crm Object from list for which you want to create search fields.

Web Service Name.

                  For default modules web service name will be automatically populated when selecting the CRM object. But for custom associations admin may have to override the web service name with a new name. Admin can get the new web service name from WSDL file of custom module

Steps Download WSDL File

                  * Login to OracleCRMOD

                  * Click on "Web Service Administration" in the "admin" Tab

                 

 

* Select Web Service 2.0 in the "Select Service Field"

                  * Select the module from WSDL object List

                  * Click on Download Generic WSDL button.

 

 

* Open the downloaded WSDL file.

* Find the service tag in the WSDL file (probably at the bottom of the page).

 

Copy the name value of “service" tag.

E.g.  Web Service name for module “CRMODLS_BusinessPlan" is "BusinessPlan" 

 

Check the "Override Name" field in the search setting form and paste new web service name in the text box.

Note: No need to override web service name for Default modules


Select Search Fields

                  Here admin can configure the fields that are to be displayed in the association search result in the LNC Connector. Maximum 5 search fields are allowed.

                 

Above selected fields will effect in the LNC connector when searching business plan as below

 

 

Select Description Field

Select the field which you want to display in the LNC Connector to show associated module.

 

Selected Field will effect in the LNC Connector as below

  

Note : For other CRM refer to below discussion.

Click on the Select button to choose the fields from the Module's list. Use the up/down arrows to reorder the list.
The CRM Object Label field can be changed to display a different label. For example "Prospects" instead of Leads.
Note. A Maximum of 4 search fields is allowed.



You can edit the field's display name by typing text into the text field. Click on Update to refresh the field label value.



Select the description fields that will appear once association takes place. Only text fields are valid.
Click save and close


Once these changes are pushed to the user's mail file using the Update All button, they will see the following "Find by" search options when clicking on the Select button:



Note. You can use the reorder option to "First Name" as the default search option by reordering the FirstName field to the top of the list
Here, you can see the use of description fields after email has been associated.


Limitations
Only the following types of fields to search associations (Find By) are supported: String, Reference, Text, Area, Phone, Email, PickList, URL and ID.
For Example: If the CreatedDate field is used as a search field for the Account Module...


It will not display any data when searched....


However, it will display related data if the other fields are searched....

 

(plus)

 Click to see how to Map Custom Objects in CRMOD

Map Custom Objects

                  Each Custom object should be mapped to the parent LNC Objects to which they are associated. No need to Map Default modules

LNC Object

                  Select all LNC objects that you want to associate the custom object in LNC

CRM Object to Link

                  Select CRM Custom Object to map

ID Field

                  Select one Id from the Id Fields in the list.

CRM ID

                  This field will get automatically populated when the CRM Object to Link is selected. But for some custom objects this field may change. So we have to confirm the value of this field by checking the web service name in the search setting form.CRM Id field is the combination of Web service name (Web service name entered in the "Search settings") and "Id".

For example ID of CRMODLS_BusinessPlan is "BusinessPlanId" ("BusinessPlan" is the web service name of CRMODLS_BusinessPlan).

*For Default modules No need to change the Id.

 

3.Select Associations View

Selecting associations will determine what CRM modules Emails, Tasks and Appointments can be associated to.
Create separate documents for all three LNC Modules (Email, Appointment, and Task) to enable the associations needed under each LNC object.
Click on New and select the LNC Module to configure.


Select the associations for the selected LNC object to enable in the LNC. Contact is a mandatory association in all LNC objects.
Note. The Association selections that appear in the list depend on what has been created in the 2.Search Settings view. Select the association modules required and click save and close. Repeat the steps for Task and Appointment.



 

 

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