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Getting Started with Your Oracle Sales Cloud Implementation
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18 Setting Up Mobile

This chapter contains the following:

Oracle Sales Cloud Mobile Setup Overview

What are the supported platforms for Oracle Sales Cloud Mobile??

Determining Your Company's Host URL for Oracle Sales Cloud Mobile

Installing the Oracle Sales Cloud Mobile iPhone Application

Installing the Oracle Sales Cloud Mobile Android Application

Installing the Oracle Sales Cloud Mobile BlackBerry Application

Reviewing Oracle Sales Cloud Mobile's Features

Oracle Sales Cloud Mobile Extensibility Overview

Procedure for Customizing Oracle Sales Cloud Mobile Sales

Adding an Oracle Business Intelligence report?

Adding or Removing Object Icons From the Sales Cloud Mobile Home Page

Displaying a List of Products for Revenue Items

How can I set up the automatic password saving on smartphones and tablets?

Setting Up RSS Feeds

Testing Oracle Sales Cloud Mobile Customizations

Rolling Out Oracle Sales Mobile to Your Sales Team

Oracle Sales Cloud Mobile Setup Overview

The Setting Up Mobile chapter provides information to help you set up and roll out Oracle Sales Cloud Mobile (Sales Cloud Mobile) at your organization.

Shows boxes that group together the tasks that are outlined in the text.

Prepare

First of all, you need to prepare the device you are using to test your implementation of Sales Cloud Mobile application. Ensure that your company's mobile devices and their operating systems are supported by checking the topic, What are the supported platforms for Oracle Sales Cloud Mobile? Then follow the steps outlined in the topics, Finding Your Company's Host URL for Oracle Sales Cloud Mobile and Installing the Oracle Sales Cloud Mobile Application.

Try It Out

Become familiar with the application to understand the default settings and behavior, outlined in the topic, Reviewing Oracle Sales Cloud Mobile's Features.

Customize

If required, change the application to meet your business requirements by following the topics, Customizing Oracle Sales Cloud, through to the Testing Your Customizations.

Roll Out to Your Sales Team

Get ready to roll out Sales Cloud Mobile to your sales force by using the suggestions provided in the topic, Rolling Out Oracle Sales Mobile to Your Sales Team.

What are the supported platforms for Oracle Sales Cloud Mobile?

Refer to the "System Requirements for Oracle Applications Cloud page", on Oracle.com: http://www.oracle.com/us/products/system-requirements/overview/index.html

Determining Your Company's Host URL for Oracle Sales Cloud Mobile

You must determine the host portion of the URL for entry in the Host field when signing into Sales Cloud Mobile on mobile devices. Follow these steps to determine the two Host URLs that you'll require (one URL for for iPhones and Android devices, and one for BlackBerry devices).

Determining the Host URL for iPhone and Android Devices

  1. Sign into Oracle Sales Cloud as a setup user.
  2. Copy the URL in your browser's address bar to the Notepad.

    Here is an example: : https://fap0655-crm.oracleads.com/crmCommon/faces/ ExtnConfiguratorHome?_afrLoop=1134989893797000&webApp=HomePage&fndHomePageViewId=%2FAtkHomePageWelcome&fnd=%3B%3B%3B%3Bfalse%3B256&_afrWindowMode=0&_adf.ctrl-state=m6wpw0vid_4

  3. Now copy the host name portion of the URL only, which is the part between https:// and the next forward slash (/). This is your organization's host URL.

    In our example, the host URL is: fap0655-crm.oracleads.com.

  4. When you're rolling out Sales Cloud Mobile to your users, inform them of the Host URL value, so that they can enter the URL when they're signing into the application.

Determining the Host URL for BlackBerry Devices

  1. Start with this URL: https://host/sales/faces/MobileInstallerMain.
  2. Replace host with the host URL value that you determined in the previous section, Determining the Host URL for iPhone and Android Devices.

    Therefore, in our example, the URL for a BlackBerry installation would be: https:// fap0655-crm.oracleads.com /sales/faces/MobileInstallerMain.

  3. Inform your users of the Host URL value when you roll out Sales Cloud Mobile to the sales team.

Installing the Oracle Sales Cloud Mobile iPhone Application

Follow these steps to install the Oracle Sales Cloud Mobile iPhone Application.

  1. Using your iPhone, sign in to iTunes and access the App Store.
  2. Search for Oracle Sales Cloud Mobile and then tap Install.
  3. Enter the host URL that you located in the previous topic called 'Determining Your Company's Host URL for Oracle Sales Cloud Mobile'.
  4. Enter your user name and password.
  5. Sign in to the Oracle Sales Cloud Mobile application.

Installing the Oracle Sales Cloud Mobile Android Application

Follow these steps to install the Oracle Sales Cloud Mobile Android Application.

  1. Using your Android device, sign in to Google Play, and browse the applications.
  2. Search for Oracle Sales Cloud Mobile and then tap Install.
  3. Enter the host URL that you located in the previous topic called 'Determining Your Company's Host URL for Oracle Sales Cloud Mobile'.
  4. Open the Oracle Sales Cloud Mobile application, and enter your user name and password.
  5. Sign in to the Oracle Sales Cloud Mobile application.

Installing the Oracle Sales Cloud Mobile BlackBerry Application

Follow these steps to install the Oracle Sales Cloud Mobile BlackBerry Application.

  1. Check that the BlackBerry's Wi-Fi is switched on.
  2. Using the BlackBerry's browser, enter the host URL that you located in the previous topic called 'Determining Your Company's Host URL for Oracle Sales Cloud Mobile'.
  3. Enter the authentication credentials to sign in.
  4. Click Start Download to start the download and installation.

Reviewing Oracle Sales Cloud Mobile's Features

Before making Oracle Sales Cloud Mobile available to your sales team, it's best to familiarize yourself with the default features of the application so that you can decide whether you want to customize any aspects of the application.

The following set of actions may help you to decide if the application needs to be customized to your requirements.

Explore Oracle Sales Cloud Mobile

If you have data in your Oracle Sales Cloud application, sign in to the application following the steps outlined in the mobile installation topics. If you don't have any data, then you can use the demo data by tapping Demo Mode on the sign in page.

Familiarize Yourself with the Default Objects, Fields, and Reports

Become familiar with the default objects, fields, and reports. While doing that, think about the following questions:

  • What can you do with each object: Create, edit, or just view?

  • What fields and related objects are displayed with each object?

  • What reports are available?

Consider if You Need to Customize the Application

Once you're familiar with the default objects, fields, related objects, and reports, consider if you need to change anything to address your organization's needs.

  • Does Sales Cloud Mobile display the objects - standard and custom - that your sales team needs to work with?

  • Are the correct fields displayed for each of those objects?

  • Do you want to add or remove other fields, including custom fields?

  • Do you need to add any related objects? Do you want to add, remove, or customize reports?

If you decide that you do need customize Sales Cloud Mobile, then the next section provides information about customizing Sales Cloud Mobile, and how to test your changes.

Oracle Sales Cloud Mobile Extensibility Overview

Use Application Composer to customize the Oracle Sales Cloud Mobile Sales iPhone, Android and BlackBerry applications. Using Application Composer, you can manage which objects and fields are visible on the Oracle Sales Cloud Mobile application without having to carry out specific customizations for a particular device.

You can customize the following for the Oracle Sales Cloud Mobile application:

  • Enable standard Oracle Sales Cloud Sales, Customer Center, Marketing, and Common objects that are not enabled by default for smartphones.

  • Enable custom Sales, Customer Center, Marketing, and Common objects for smartphones.

  • Change the fields (including custom fields) visible on Oracle Sales Cloud Mobile for mobile-enabled Sales, Customer Center, Marketing, and Common objects (standard or custom objects).

  • Configure the Sales Cloud Mobile home page, and add Business Intelligence reports to the Sales Cloud Mobile application.

Procedure for Customizing Oracle Sales Cloud Mobile Sales

This procedure shows you how to customize Oracle Sales Cloud Mobile for a specified sales object using Application Composer. For more details about Application Composer, refer to the Oracle Sales Cloud: Extending Sales Guide.

First you'll need to open or create a sandbox, and then you can customize Oracle Sales Cloud Mobile using Application Composer.

Open or Create a Sandbox

  1. Sign in to Oracle Sales Cloud with a user that has a Sales Cloud Administrator job role.
  2. In the global region, expand the Settings and Actions menu which is located next to your user name. Then select Manage Sandboxes, under the Administration subheading.
  3. Select the sandbox you want to use to make your customizations. You may need to make a sandbox active, or create a sandbox, if a suitable sandbox does not exist. Refer to the Setting Up Sandboxes chapter of the Oracle Fusion Applications Extensibility Guide for Business Analysts for more information about creating sandboxes.

Customize Oracle Sales Cloud Mobile Using Application Composer

  1. Open Application Composer by using the Navigator menu, and selecting Application Composer under the Tools > Customization category.
  2. Select the application you want to customize within Application Composer.
  3. Within the application you chose in step 1, select the custom or standard object you want to customize.
  4. Select the Pages node in the navigation tree.
  5. Select the Mobile Pages tab to see the mobile configuration options for the parent and its child objects.
  6. Click either Create <object name>, or Edit <object name>, depending on whether the object has already been enabled for Sales Cloud Mobile. You can also create or edit the child objects that appear under the main object.
  7. Navigate through the configuration wizard to customize your selected object.

Adding an Oracle Business Intelligence report?

Navigate to the Application Composer, select the Sales application, and select Mobile Pages under the Common Setup list. In the Mobile Pages page, select Manage Mobile Reports and create the report, entering the Oracle Business Intelligence Analyses report details. Finally, add the report to the Mobile Reports Springboard page, or the Mobile Reports Sales Account page, by selecting either Configure Mobile Reports: Springboard or Configure Mobile Reports: Sales Account.

Note that you can add Oracle Business Intelligence Analyses reports, but you cannot add Oracle Business Intelligence Publisher reports.

Adding or Removing Object Icons From the Sales Cloud Mobile Home Page

You can add or remove object icons from the Sales Cloud Mobile application, as follows:

  1. Within Application Composer, open the Mobile Application Setup page, either by clicking the page link under the Common Setup list, or by clicking the page link in the Overview section of the Application Composer page.
  2. Click Configure Springboard.
  3. Select the object you want to add or remove, and click the arrows pointing toward the right or left, moving the object to the Available list, or Selected list.
  4. Click Save and Close.

Displaying a List of Products for Revenue Items

You can enable users to add products to a revenue item, by following these setup steps:

  1. Within Setup and Maintenance, search for the Manage Product Group Usage task.
  2. Select the Miscellaneous tab and find Hide products for Oracle Sales Cloud Mobile.
  3. Set the value to No to display a list of Products and therefore enable users to attach a Product to a Revenue Item. If required, users will still be able to attach a Product Group to a Revenue Item, as well as a Product.

    If a Product list is not displayed then a user will only be able to attach a Product Group to a Revenue Item.

How can I set up the automatic password saving on smartphones and tablets?

You can enable or disable the automatic saving of passwords on users' smartphones and tablet devices by setting the Password Save on Phone Enabled profile option to either Y (Yes) or N (no). You can set this profile option using the Manage Administrator Profile Values task available from the Setup and Maintenance work area.

Setting Up RSS Feeds

You can set up RSS feed sources so that the RSS feeds will appear at the bottom of the Sales Cloud Mobile pages, together with related objects, as follows:

  1. Within Setup and Maintenance, search for the Manage Administrator Profile Values task.
  2. Find the Manage Administrator Profile Values task and click Go to Task.
  3. Search for the RSS Feed Source Profile Display Name.
  4. Add RSS feed URLs as required.

Testing Oracle Sales Cloud Mobile Customizations

After customizing Oracle Sales Cloud Mobile, Oracle recommends that you test all of your changes using the sandbox that contains your customizations.

  1. Sign in to Oracle Sales Cloud application as an Oracle Sales Cloud Mobile user that has a Sales Representative, Sales Manager, or Sales Vice President job role.
  2. Select the sandbox that contains your customizations.
  3. Keeping the Oracle Sales Cloud browser window open on your laptop or PC, open Oracle Sales Cloud Mobile on your smartphone and sign in using the same user you used to sign in to Oracle Sales Cloud. Signing in as the same user as in step 1 enables you to view the sandbox you selected in step 2 on your smartphone's Oracle Sales Cloud Mobile application.

    Note that only your user is accessing the sandbox on the Oracle Sales Cloud Mobile application (as long as the Oracle Sales Cloud browser window is open). All other users will view only the published version of the application.

  4. Check the pages you have customized to ensure that they are working as expected.
  5. Distribute your customizations to all Oracle Sales Cloud Mobile users by publishing your sandbox. Refer to the Publishing Sandboxes chapter of the Oracle Sales Cloud: Extending Sales Guide for more information about publishing sandboxes.

Rolling Out Oracle Sales Mobile to Your Sales Team

After investigating the standard features of Oracle Sales Cloud Mobile, and configuring the application to meet your company's requirements, you may want to think about how you're going to roll out the application to your sales team. Here are some tips that might help you:

  • Collect feedback from users in your company who have been testing the application, and fine tune materials to address any issues they might have raised.

  • Capture screenshots on your mobile device to use in your training materials (several Internet sites exist with detailed instructions about how to do this).

    Note

    Note that if you want to include a screenshot of the Host URL field on the initial sign-in page, then the field only appears the first time you access the application. If you have already entered the Host URL, then you can uninstall and reinstall Sales Cloud Mobile and then the Host URL field will appear again.

  • Consider presenting live training, by using software that lets you mirror your mobile device onto your PC.

  • Create an intranet page with information and links relating to the application. One piece of information that is often requested is the company-specific Host URL.

  • Make sure that your users have their mobile devices up and running.

Also refer to the article, Rollout Kit for Oracle Sales Cloud Mobile, available on My Oracle Support (https://support.oracle.com), Doc ID 1540393.1.