Recently, I had the opportunity to poke my nose into the zoo of gadgets.
As you can read from the documentation (Installation Guide and User Guide on Oracle Wiki), this is the first version and it supports Siebel CRM and Siebel CRM OnDemand.
In this post I would like to summarize my first impressions.
- Have access to a running Siebel Server or CRM OnDemand instance.
- Download and install Adobe Air (which is obviously the platform of choice)
You can download the Gadgets from edelivery.oracle.com. The package includes .air files for each of the gadgets.
First you install and start the Oracle Gadget Manager. Enter the application URL, username and password and click Save. The Oracle Gadget Manager connects to the Siebel Application via http (my assumption is that it uses the SWE API) and retrieves data for the gadgets. It does a data refresh any time you click the Save button or every 30 minutes automatically.
You have to leave the Gadget Manager open for the other gadgets to work.
You should also install the Oracle Tune Up Tool For Gadget Manager which allows you to configure the gadgets. For example, you can specify the Siebel view which is used to retrieve the data (which controls data visibility by choosing the respective "My", "All" or "All across" views).
Next you can start installing and using the other gadgets. I tried the following two:
The Contacts gadget lists contact data from Siebel. You can categorize contacts as customers, references or prospects (which happens in the gadget only and is not written back to Siebel CRM). If you have access to Contact Center OnDemand, you can click on the phone number to call the contact. When you click the email address, your mail client opens a new email form. There is no write-back, so when you use the gadget to send emails, no activities are generated in Siebel CRM.
The search option allows you to enter names or filter for categories. You can also click a social network button which initiates a web search (in Google) for the selected contact.
The Top Accounts gadgets lists account data from Siebel. The interesting part is that you can assign a stock symbol to each account (again, this is not written back to Siebel) and the gadget displays the current stock quote.
Click the RSS feed symbol and marvel at a list of current news about the selected account.
Siebel CRM Gadgets allow users to quickly review Siebel data without having to connect and navigate in the Siebel client. You can also associate Siebel data with web based information such as stock quotes and social networks. However there is no write-back functionality (at least in this release) so no emails or phone calls are documented as activities.
Also the configuration options for the gadgets are somewhat limited (colors, number of records and refresh interval is all you can set).
The Tune Up Tool is a bit awkward to use but at least lets you select the Siebel view and the fields you wish to display.
For a description of the other gadgets (Quota, Search and Top Deals) please refer to the User Guide.
Have a nice day