Cloud Administration Guide
to Oracle Sales Cloud
strives to enable you to make the most of your Oracle Sales
Cloud before, during, and after implementation, so let's start
1. Confirm Your Login Credentials
by locating the email you received from Oracle which contains
your login instructions, your access URL, your initial user ID, and
your initial password.
a supported browser with Oracle's recommended configuration, log
in to your environment and complete the user security question process.
Then, confirm your login credentials using the instructions contained
in the first email as a guide.
2. Review these Recommended Materials
you're looking for an introduction to Oracle Sales Cloud
applications, a quick start to your implementation, applications help,
or specific product documentation Oracle provides all these and more.
Oracle Sales Cloud Applications
After logging in to Oracle Sales Cloud Service, explore Applications
Help (click Help, then select Applications Help) for additional
solutions and documentation.
Sales Cloud Documentation. Use
these guides to help further your
Data Management Implementation Guide
Compensation Implementation Guide
recommends you review those guides applicable to your implementation.
3. Use Your Support Resources
support representatives are available 24 hours a day on the
Oracle Sales Cloud Support Hotline to answer questions and address
issues that may come up before, during, or after your implementation.
Find the Oracle Sales Cloud Support Hotline
for your country.
Your Oracle Support analyst will orchestrate several Oracle teams on
your behalf, including the Cloud Service Delivery Manager assigned to
your implementation. Rely on your Oracle Support analyst from the
beginning of your implementation through its successful completion.
4. Get Connected
the Oracle Sales Cloud community and
post tips, get answers, and
find valuable information from the growing community of Oracle Sales
5. Schedule Oracle University Classes
to take full advantage your investment, enroll your project team
members in classes specific to your implementation at Oracle University. View
available Oracle Sales Cloud classes, or contact Oracle University.
Started with Implementation Tasks
the following information on licensing and Web browser recommendations
as you get started with your implementation:
Requirements for Oracle Applications Cloud for the
latest browser configuration requirements.
Always use the latest certified
version of Web browsers listed on My Oracle Support.
Browser Best Practices
planning your implementation consider the following browser best
possible, do not close your browser session. Use the same browser
session for ongoing work to ensure that artifacts cached on the Client
browser are retained.
custom settings for history.
the Firefox Options menu, click Privacy, then in the History field,
click the "Firefox will" drop-down list and choose Use custom settings for history
then make sure the "Clear history when Firefox closes check box is
possible maintain minimal open tabs to ensure good performance from the
care in bookmarking within Oracle Sales Cloud. Deep links inside the
application are not supported.
bookmark to your initial login URL. Do not create bookmarks from views
beyond the initial login, such as to the default URL after you sign in.
These internal URLs contain session and context information that are
unique to a given session.
the short login URL of your sign-in page for bookmarks. This short URL
can be found in the Location field of the page's Properties window.
you enable deeplinks in Oracle Sales Cloud, the following process flow
- The user clicks a deeplink URL
provided by a vendor in a browser or an email.
- The user request is handled by
the DeepLinkServlet in the Oracle Sales Cloud middle tier.
- Based on
the URL parameter, the ObjType values, the Web application and task
flow details are retrieved from the service-definition-xml file located
in the FAGLOBAL partition of the AppsMetaDataStore of the Oracle
Metadata Services (MDS) database.
hostname and port value for the Web application is retrieved from the
ASK tables, and the new URL for the deeplinked Oracle Fusion
application is constructed.
- The request is then redirected to
the deep-linked Oracle Fusion application by the DeepLinkServlet.
- The user sees the re-directed
Oracle Fusion application URL on their local Web browser.
- If the redirected application is
protected, the client is presented with a login page.
- The user then logs in to gain
more information see How
to Enable Action Link Drill-Downs from Ad Hoc Fusion Reports [ID
1553676.1] on My Oracle Support.
Browser Disk Cache Recommendations
recommendations apply to Internet Explorer and Firefox only.
both browsers increase the disk cache size to 1024MB using the
increase disk cache size in Firefox
- In the Firefox URL address field,
- In the Search field filter on the
- Locate the Preference Name brower.cache.disk.capacity
and double-click the number in the Value field.
- In the pop-up window enter 1024, and click OK.
- Locate the value browser.cache.disk.max_entry_size and double-click
the number in the Value field.
- In the pop-up window enter -1 (which indicates
increase disk cache size in Internet Explorer
- In Internet Explorer click the
Tools menu, select Internet Options.
- Under the General tab, in the
Browsing History field click the Settings button.
- In the Temporary Internet Files
window change the Disk space to use value to 1024.
Reports in Oracle Sales Cloud
Oracle Enterprise Repository (OER) for Oracle Sales Cloud provides
a listing of predefined reports available in Oracle Sales Cloud. Use
the following procedure to find the most recent information.
NOTE: Functional areas in
Oracle Sales Cloud continue to evolve; therefore, the list of
predefined reports is subject to change.
view a listing of predefined reports
- Sign in to Oracle Fusion
- Search for the listing by doing
- Under Type, select Report.
Fusion Apps: Logical Business Area, make sure All Fusion Apps: Logical
Business Area is selected, which is the default value.
- Click Search.
Customer Relationship Management Reports, the Documentation tab, and
then the Customer Relationship Management Report Listing link to open
and view the listing or save it.
more information on Oracle Sales Cloud Reports, see Oracle
Sales Cloud Reports Guide [ID 1489288.1] on
My Oracle Support.
Steps for Getting Started With Oracle Sales Cloud
Getting Started [ID 1485111.1) on My Oracle
guide enables you to quickly familiarize yourself and your users
with Oracle Sales Cloud. It contains detailed steps beginning with
account activation and user creation, and guides you through other
necessary set up tasks to get your implementation up and running.
familiarize yourself and
your cloud service users with the basics of using Oracle Social Network
Oracle Sales Cloud, see Oracle Sales Cloud Learning Center.
to Expect When Updating
following provides an overview of what you can expect from any update:
NOTE: After updating, do
not use bookmarks that
you previously created to access Oracle Sales Cloud. You must create
new bookmarks to access your instance of Oracle Sales Cloud. For more
information, see the bookmarks section in Web Browser Best
Easy Path to an Update
Cloud services uses only nondestructive, instrumented tests to
validate your environment to provide you with assurance that all your
data is fully ready for an update.
few things to note:
- No harm done. The
update process does not affect environments under implementation or
- Customizations preserved.
Updates preserve customizations created previously with Oracle Sales
Composer, along with setup metadata and custom reports.
- But... You should publish your
sandboxes to ensure the customizations are updated.
Predictable Update Process
most cases a production
environment can be fully updated, tested, and made available to users
within two weeks. So let's look at some typical time frames:
(Stage and Test) Environments
and the Test environments are updated during a weekday window which
lasts generally two days.
environments are updated during a scheduled weekend maintenance window.
environment update starts during a scheduled maintenance window at
21:00 (US Pacific Time) on Friday, and is completed by 21:00 (US
Pacific Time) on Sunday.
Our Customers in the Middle East
environment update starts during a scheduled maintenance window at
23:59 (US Pacific Time) on Thursday, and is completed by 23:59 (US
Pacific Time) on Saturday.
learn with each release
and incorporate your feedback by building in new benefits that allow
your update experience to be even smoother:
- Review detailed feature descriptions in the Sales Cloud Release 7 Upgrade Guide on My Oracle Support.
update notifications and status on the new Oracle Cloud Services Portal.
iew a detailed list of what's new in each Oracle Sales
disclaimer, click the Select button in the Oracle Fusion Applications
field and begin exploring. To view Oracle Sales Cloud services, first
click the Review Product button in the Oracle Fusion Applications
field, then choose either by release, such as Release 7, or choose by
component, such as Customer Relationship Management.
it's time to update your Oracle Sales Cloud environment just follow
- Create a service request (SR) on
My Oracle Support indicating your intent to update your instance of
Oracle Sales Cloud. For example, "Update Oracle Sales Cloud 11g Release 5 to
Oracle Sales Cloud 11g
- If you have already logged an SR
with this request, update the SR title to:
instance, SUBJECT: Request: Rel <From><To>
Update for Pods (AAA, BBB)
Happens After I Request an Update?
logging your request for an update, Oracle will send you the following
- A notification of your update
date sent at least two weeks prior to the date.
- A request that you log a
follow-up SR acknowledging the dates of your update.
- A communication from Oracle Cloud
Operations confirming the scheduled date for your update sent at least
five business days prior to the start date.
- Notices related to any system
outages occurring during your update, as well as a notice of the start
of your update, and its completion.
NOTE: Make sure to provide
a phone number in your SR where Oracle Support may reach you in the
event of a follow-up question or concern.
you have any questions or need additional information, contact Oracle
Support, or your Oracle representative.
a list of new Oracle Product features
along with technical information:
information on Oracle Sales Cloud 11g
Release 7, see the following resources:
What Is Included in Patch Bundles
Sales Cloud functional readmes list included fixes, special
instructions, and resolutions related to product patches to Oracle
Sales Cloud releases. The readmes do not include patching instructions
or other technical details for system database
administrators. Read and review the Master Note Listing Functional
Readmes for Oracle Sales Cloud Patch Bundles [ID 1540801.1]
on My Oracle Support.
NOTE: The information furnished herein
by Oracle is confidential and is distributed to Oracle customers and
their auditors for their exclusive use, and shall not be duplicated,
published, or disclosed in whole or part, or used for other purposes,
without prior written permission of Oracle.