1Copyright 2012, Oracle and/or its affiliates. All rights

1Copyright  2012, Oracle and/or its affiliates. All rights

1Copyright 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13 Oracle Fusion Customer Relationship Management: Extensibility Sean Frogner Director, Product Management 2Copyright 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13 Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It 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 described for Oracles products remains at the sole discretion of Oracle. 3Copyright 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13 Agenda Extensibility Capabilities

Strategy Solution footprint Roadmap Demo Q&A 4Copyright 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13 Overview: What is Extensibility? Modify existing applications Extend existing applications See modifications immediately Add new modules All within the standards-based Oracle Fusion Middleware Platform 5Copyright 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13 Extensibility Capabilities needed for successful CRM Implementation Administration Configuration Search

Engine Web Services/Groovy Reporting & Analytics 6Copyright 2012, Oracle and/or its affiliates. All rights reserved. Access Control Multi-Device Insert Information Protection Policy Classification from Slide 13 Object Workflow/Process Composer Multi-Language Authentication / SSO Services MultiCurrency What you might build? Modules Vacation tracking Recruiting

Learning management Travel authorizations Performance reviews Asset tracking Opportunity Approvals Event planning Expense reporting Project management Contract management Purchasing requests Help desk requests Surveys Trouble Tickets Change requests Company directory

7Copyright 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13 Strategy: Extensibility Benefits Uniquely Innovative Simplified Complete Abstracted for the business 8Copyright 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13 Open Standards Driven Allows for full lifetime CRM Support Strategy: Composer Suite Functional Extensions UI Customization Application Composer

Page Composer SAAS Enabled Design Patterns Admin User Web Based Zero Downtime Business Process/Logic Rich persona based UI Personalization Portlets/Mashups Wizard Driven Reporting/Analytics Process Composer

Analytics Reports Composer Web-based customization Deployment ready processes Pallete/Grid based 9Copyright 2012, Oracle and/or its affiliates. All rights reserved. Fusion CRM Apps Admin created data structures Measures Aggregates/Rollups End User driven Facts/Measures Insert Information Protection Policy Classification from Slide 13 Web Center Application Composer CRM Composer Key Capabilities Pattern Based Standard and Custom Objects

Object Workflow Supports application Logic Design Time @ Run Time Translation Benefits Designed for Admin User Powerful Reduces Training 10Copyright 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13 Page Composer Page Composer Key Capabilities Runtime Page Customization & Conditional Page Personalization Page Personalization by end users and administrators Modify page layout Add/Remove/Show/Hide components on a page Modify component properties Drag and Drop, Wizard Driven Benefits Powerful Reduces training 11Copyright 2012, Oracle and/or its affiliates. All rights reserved.

Insert Information Protection Policy Classification from Slide 13 Process Composer Process Composer Key Capabilities Graphical BPMN authoring Processes comprised of reusable tasks from the Business Catalog: services, human tasks, business rules Support for complex branching Modify associated Rules Create flows based on project template Benefits Easy to use, Visio-like process composition Targeted for Administrators 12Copyright 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13 Report Composer BI Report Composer Key Capabilities Designed for Business Analysts and end users Customize report layouts delivered with

Fusion Applications Work with facts/measures Create aggregates/rollups Administrator created data structures Access OLTP Data with OTBI or warehouse schema Access warehouse subject areas (on premise only) Benefits Easy to use Reduces training 13Copyright 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13 Strategy: Layered Customizations Upgrade-Proof with Metadata Services Repository Key Capabilities: Common metadata store Set up personalized content and services for users 1. Base Application Deployed 2. OnSite Branding 3. LOB Branding Stored as layers on top of base

application Benefits: Insulates users from updates and patches Used throughout Oracle stack business processes, business intelligence and applications 14Copyright 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13 4. User Personalization and more Layered customization CRM Application Composer Page Composer Runtime Client 15Copyright 2012, Oracle and/or its affiliates. All rights reserved.

Insert Information Protection Policy Classification from Slide 13 Full Lifecycle Support Business Analysts Model Processes Administrators Extend the product Implementers Set-up Sandbox & Environments Business Owners Tailor processes Team Measure, analyze, improve, govern 16Copyright 2012, Oracle and/or its affiliates. All rights reserved. Business Users Collaborate and Innovate IT Operations Manage, Deploy and Monitor Insert Information Protection Policy Classification from Slide 13 Technical Architecture

ADF Rich Client Components Customer 360 Leads Opportunities Notes Analytics Sales Funnel Tools / Java Layer Services Layer Data control JSR227 Web Services ADF BC Services ADF BC Services

Invoke Lead Conversion Process Fusion DB BPEL Engine Lead Conversion and Quoting Business Process WebCenter UI Components Sales Forums Sales Competition Wiki Pages 17Copyright 2012, Oracle and/or its affiliates. All rights reserved. WebCenter Platform Personal/Group Spaces Wikis/Blogs/Forums/RSS J2EE, JSF, AJAX, ADF, SOA Dashboards Answers MDS MDS OBIEE Layer Insert Information Protection Policy Classification from Slide 13

Aggregations & Calculations Query Optimization Composer Architecture Overview Application Composer Process Composer JDeveloper Page Composer User options Extensibility Framework Metadata Adaptor Content Persistence Content Construction Composer Framework ADF Runtime APIs OBIEE RPD MDS Metadata Artifacts

Base Artifacts Extended Artifacts (VO, page, page fragment, taskflow, page def) (Includes composer, flex extended metadata) 18Copyright 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13 The Fusion Application Composer footprint Functional Functional Extensibility Extensibility UIUI Extensibility Extensibility Services/ Services/ Application Application Logic Logic Analytics/

Analytics/ Reporting Reporting Security Security Deployment/ Deployment/ Sandbox/ Sandbox/ Testing Testing Object Model Parent/Child CRM Page Patterns XSD extensions Report Subject Areas Application Administrator roles Dev/Test/Prod

Sandbox Fields Child UI Patterns Process Composer integration Facts/Drilldowns rollups Custom Object Security Deployment Relationships M:1/1:M/Non FK Page Composer Integration Event Triggers/Functions BI Report Composer Integration

User/Profile Object security Searchable Buttons/Links Groovy Script Editor Reports/Subject Area Security Legend Bulk Import/Export Web Content 19Copyright 2012, Oracle and/or its affiliates. All rights reserved. Object Workflow/ Actions Insert Information Protection Policy Classification from Slide 13 Available Standard Objects OOB Sales

Opportunity* Opportunity Team Member* Opportunity Revenue* Opportunity Contact* Competitor* Reference* Forecast Forecast Territory Details* Forecast Item* Marketing PRM Partner* Partner Program* Program Benefit Details* Program Enrollments* Program Objective Details* Order Capture Sales Catalog * CDM Customer External Legal Entity Partner Contact Territory Management Territory Proposal Service Metric Service Territory Service

PIM Items Contracts 20Copyright 2012, Oracle and/or its affiliates. All rights reserved. Customer Center Sales Account (UI) * CRM Common Address* Organization* Organization Contact* Resource* Activity Task* Interactions* Notes* Insert Information Protection Policy Classification from Slide 13 Advertising Activity* Marketing Budget* Marketing Budget Entry* Marketing Fund Request* Marketing Campaign* Marketing Claim* Marketing Claim Settlement* Marketing Event Activity* Marketing Lead* Marketing List*

Marketing Response* Marketing Treatment * Sales Catalog Product Group* CRM Performance Territory *Extensible Using Application Composer. Some of these Objects have specialized Business Logic associated with them Fusion CRM Extensibility Roadmap R6 R7 R8 Join Field (Standard Objects) Page Composer Dynamic Layout Analytics User Driven Metrics Analytics ID fields exposed

Analytics Implicit Facts Page Composer Regions Action Menus Popup OSN Integration Subtabs Audit Trail Custom objects BPMN Deployment (Approvals) Delete Customization Async BI Admin Services Session Token for UI mash-up Marketing Segmentation BI Sandbox support Custom Subject Area Modularity Consolidation WS invocation with Groovy

FUSE Custom field support 21Copyright 2012, Oracle and/or its affiliates. All rights reserved. Drilldown support Insert Information Protection Policy Classification from Slide 13 Tree generation Questions provided by Len Wolfenstein What are the limits on the number of custom objects What are the limits on the number of custom fields What is functionality around custom objects entity relationships, UI rendering, complexity of data structures, visibility, etc. It was noted in the first workshop that CRM ODs architecture supports a small number of high functionality custom objects, some number of medium functionality custom objects, and low functionality custom objects Workflow and process automation CRMOD has pretty onerous process based (I believe) on Siebel Workflow Policy manager under the covers, how is Fusion different / better Dynamic layout they have expressed a desire to have dynamic layout be driven by multiple fields or variables. One aspect of their implementation is that they are driving their different sectors and divisions towards using the central CRM system, but due to strong requirements and some compromising with the different sectors to bring them onboard, they have a lot of fields that are not always relevant to all users. So they want to drive the layout based the nature of the oppty as well as the nature of the user, by hiding/exposing fields or UI sections, and also re-ordering fields in the UI i.e. field X is sort of buried in the page for user A because he might want to provide that data, but only some of the time, but field X is at the very top of the page for user B because it is a critical field for his role or type of opty Search performance against custom fields in CRMOD there is a limited number of index custom fields that are better to search against. Do we have similar considerations in FCRM. They have pondered a sort of dynamic layout on a revenue line of an opportunity, so that they can add some product specific details to the line, and the required details are different depending on the product. We have suggested this could be modeled in the product catalog - i.e. the product is a medium voltage generator system, and the variables could be the specific voltage, capacity in

megawatts, etc.. They view medium voltage generator as their product 22Copyright 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13 Product Demo Application Composer demonstration 23Copyright 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13 24Copyright 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13 25Copyright 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13

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