Guide for Excel Integration
Fusion CRM ADFdi
Derrek Greenleaf
Product Manager
derrek.greenleaf@oracle.com
1
Agenda
1.
2.
3.
4.
An overview of CRM Excel Integration Framework
End-user flow for CRM Excel Integration Framework
Authoring and administration tasks
Example of CRM Excel integration Framework template
and usage
5. Excel forms and examples
6. Contact information, additional reference
Goal – To promote the usage of the CRM Excel Integration
Framework to product managers and to assist pillar
product managers in documenting requirements (FDD)
for specific business processes where Excel integration
is needed.
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1. Overview of CRM Excel Integration Framework

When and why to utilize Excel Integration Framework?
–
–
–

Who should utilize Excel Integration Framework?
–
–

CRM product managers and engineers
 Standard toolkit for delivering OOTB Excel templates for specific business
processes (e.g. Territory Management, Opportunity Management)
CRM customers
 To modify OOTB Excel templates or to create new Excel templates for specific
business processes
What are capabilities of Excel Integration Framework?
–
–
–
–
–

When end-users need a fast and easy way to make mass changes to large amounts of
CRM data (which is very difficult and timely to do inside Fusion CRM)
To increase end-user adoption - enable CRUD operations of CRM data in Excel (a
familiar, user-friendly desktop application)
To lower TCO - based on CRM-built Excel components & Oracle Application
Development Framework Desktop Integration (ADFdi)
Bi-directional data exchange between Fusion CRM and Excel
End-user control over data downloaded from Fusion CRM to Excel
End-user access of Excel templates from Fusion CRM or stand-alone
User authentication, data access, server-side validation consistent with Fusion CRM
Administrator authoring and distribution of Excel templates
It is not designed to be…
–
–
–
One-way, static export of data from Fusion CRM to Excel
Reporting tool
Replacement for the CRM client
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1. Overview of Excel Integration - framework
• Custom download
• Saved searches
• Multi-sheet navigation
• Template admin
SCM
• Export from Fusion
HCM
CRM Excel
Integration
Framework =
red blocks
FINANCIALS
CRM Excel
Components
• Starter kit
ADFdi Features
• Download & upload
• Create, copy, delete
records
• Track changed records
• Form and list layout
• Template authoring
• User authentication
• Single sign-on
• Support for Excel 2003,
2007 (forthcoming)
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2.User flow for CRM Excel Integration Framework
Optional ~ advanced search
User can pull data from the
application to work with, in the
Excel template
A.
B.
Download
Working in Excel
Start from within
an application
- OR –
Start direct from
an Excel template
(from attachment,
url, etc.)
Within Excel
template, use native
Excel features (e.g.
drag & drop,
calculations) to
create, review,
update, delete data
C.
D.
Upload
Validation
Modified data
uploaded
back to
application
Server side
data
validation
For a sales rep, this
could include mass
edits, calculations,
advanced formulas,
and formatting
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A. Download
Start from application or template directly
User selects to work in
Excel
If there are multiple templates
available, user selects from list
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B. Working in Excel (opportunity ex. below)
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Optional – advanced search
from within the template, user can query data
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C. Upload - data uploaded back to application
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3. Author and Admin tasks for CRM Excel
Integration Framework
Developer constructs Excel template and the application administrator
associates application objects in JDEV
Excel elements defined and constructed using developer tool (such as
the DEG- data entry grid) in the Excel Template
(This step is a developer assisted operation )
Template sent as an email
attachment or URL
Of note:
Distribution of
the template to
the field
Template posted to shared
location
Administrator associates the
template w/in the application
through administration Screens
•Multiple templates can be associated within an application view; a selection box will
appear for the user to choose correct template.
•A content management system can be used to manage templates : to version, expire
templates etc.
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4. Example usage and template
1
Fusion
CRM
 Sales rep searches for opportunities > $100M
 Sales rep wants to manipulate and edit multiple opportunities, using most
convenient, familiar tool: Excel
Sales rep opens Excel template to update opportunities
2
Excel
Sales rep updates probability and amount of several opportunities, using native
Excel operations: update probability (drag, drop)
 Sales rep creates new opportunity (copy, paste)
3
Fusion
CRM
 All updates made in Excel by sales rep uploaded back to Fusion CRM Application
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4. Example –
step 1. Search for oppty’s and select the Excel template
Step 1. Sales rep searches for opportunities > $100M
• Sales Rep searches for opportunities > $100M
• Sales Rep wants to manipulate and edit multiple opportunities, using most
convenient, familiar tool: Excel
Step 2. Select Excel Template
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4. Examplestep 2. End user updates data (oppty’s) in Excel
•Sales rep updates
probability and amount of
several opportunities, using
native Excel
•Sales rep creates new
opportunity (copy, paste)
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4. Examplestep 3. Updates made by user are uploaded
End user can
upload from
CRM ADFdi
enabled
template menu,
or from upload
button
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5. Product manager next steps and action items
Product manager’s (you the audience) next steps:
Please construct an Excel mock up for your specific needs:
1.
Select data
2.
Think about data layout and presentation
3.
What layout you want
4.
references
Last – take that template mockup and put in your FDD
Your engineers can then mock-up the templates for inclusion in the product
package, and ADFDI enable them.
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6. Contact info, reference materials
Author and product manager owner for the CRM Excel Integration Framework:
Derrek Greenleaf, derrek.greenleaf@oracle.com
User experience’s team Excel ADFDI recommendations and site:
http://fusiongps/guidelines/content/guidelines/adfdi/index.htm
I’ll reference this presentation – The CRM Excel Integration Framework Guide –
and updated versions in Oracle files at the following location:
http://files.oraclecorp.com/content/MySharedFolders/DPS%20Team%20Folder/Excel%20Integration%20
(Fusion)
For additional information on the framework and/sample etc., please direct your technical
resources (development & engineering) to the following:
 FDD – Excel Integration ADFdi Fusion Sales CRM
–
CRM Engg wiki: http://www-apps/cgi-bin/fdi/wiki
 ADF Wiki
–
Includes Technical requirements for ADF
–
Technology stack and includes Sample Project for ADF setup
–
Learn ADF Site: http://www.oracle.com/technology/products/adf/learnadf.html
–
Alex Davis’ (ADF – Desktop Integration – ‘DI’) wiki:
http://aseng-wiki.us.oracle.com/asengwiki/display/ASDevJDeveloper/ADF+Desktop+Integration
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END
Additional Reference Materials follow
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Excel Integration
 Templates are constructed within a Java Enterprise
–
Client side element that enables ADFdi Excel interaction
Authoring kit, that allows for the interaction with ADFdi / JDev.
See ADFdi internal engineering Wiki Programming Guide:

http://aseng-wiki.us.oracle.com/asengwiki/display/ASDevJDeveloper/Desktop+Integration+Development+Guide/
–
–
 Templates are maintained and created externally
– Can use a Content Management Tool
 See Stellant documentation
 Oracle’s Content Management toolkits

http://my.oracle.com/portal/page/myo/ver1/ROOTCORNER/SALES_KIT_REPOSITORY/Products/Fusion%20Middleware/Content%20Management/OracleSocialTaggingWhitePaper.pdf
–
Implement through a shared folder structure
 Sharepoint Structure / Windows
 Webserver folder structure
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ADFdi enabled Excel template screenshot
What ADFdi looks like from an end
Toolbar Menu List
user perspective (old visual style)
ADFdi Toolbar
Workbook
Commands
Flag Indicator
Change Indicator
Worksheet Commands
Data Entry Grid (DEG)
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