2Signing in and Getting Oriented

This chapter contains the following:

Signing In for the First Time

When your test environment is ready, Oracle sends an e-mail to the person designated as the administrator when you signed up with Oracle Sales Cloud. This e-mail includes the link to your service, a temporary password, and instructions on how to access the Oracle Sales Cloud Welcome Note (Doc ID 1491026.1) on My Oracle Support (support.oracle.com). You must read this note and follow the instructions before signing in.

Available User Interfaces

Depending on your implementation and software version, some page icons, menu links, and navigator options may not be available. Sales team members can work in multiple UIs that are optimized for different uses:

  • The simplified UI provides the efficiency and speed sales personnel need to do their work.

    Simplified UI
  • The desktop UI provides additional page real estate required for setup and administration tasks.

    Desktop UI
  • The mobile UI is optimized for managing sales information on multiple mobile devices. You can use it to manage appointments, leads, accounts, contacts, and opportunities. It includes:

    • Location integration, so you can see where customers are located.

    • Integration with a calendar, e-mail, and a camera. You can automatically log e-mails and other interactions with customers, and add pictures of contacts to their profiles.

    • A disconnected mode that makes it possible for your sales organization to continue working even when disconnected from the network.

    Mobile user interface

Getting Started with Oracle Sales Cloud

When setting up Oracle Sales Cloud, you will be primarily using the desktop and simplified UIs:

  • You perform setup tasks in the desktop UI.

  • You use the simplified UI primarily for testing.

Navigating to Setup Tasks

When you sign in, you are automatically directed to the simplified UI.

You will carry out most of the setup tasks in the Setup and Maintenance work area in the desktop UI. You can reach this work area in one of two ways:

  • By clicking on your user name and making a selection from the Settings and Actions menu

  • By clicking the Setup and Maintenance icon on the springboard

Navigating to the Setup and Maintenance work area

To navigate to additional setup asks and different application work areas in the desktop UI, you click the Navigator icon and make a selection from the Navigator.

The Navigator shows all of the application work areas that are available to you based on the permissions assigned to you, rather than on the features you have purchased. Because a setup user has a broad range of permissions assigned, not all of the selections are applicable to your setup.

Navigator menu in the Simplified UI.

For setup, you will be using only a small number of the available work areas accessible from the Navigator menu. The most important of these include:

  • My Team

    • Manage Users

      Use this work area for creating and managing individual users. If you want to create users in bulk by importing them, then you must use the file import tasks available from the Setup and Maintenance work area.

  • Tools

    • Scheduled Processes

      Use this work area for scheduling and monitoring background processes.

      Note

      The initial user provided by Oracle isn't provisioned with the Employee abstract role and so doesn't have the permission to run or monitor scheduled processes, including geography import. You must provision the user with this role or sign in as a user who has this role.

    • Application Composer

      Use Application Composer to customize and extend your application.

  • Sales

    You will be using the different work areas under this heading to set up and test functional aspects of your sales application.

Useful Toolbar Icons

The following figure explains the most useful toolbar icons.

  1. Opens the Navigator.

  2. Returns you to the simplified UI springboard.

  3. Marks a page as favorite.

  4. Toggles help icons.

  5. Opens the Settings and Actions menu. From the menu, you can sign out, personalize and customize the UI, access help, and navigate to the Setup and Maintenance work area.

Toolbar icons.

Desktop UI Organization

The following figure shows how the desktop UI is divided into different areas. You can have up to four areas on a single page, but most pages have just two or three:

  • The top of the page, called the Global area, remains no matter where in the application you are.

  • The center of the page, called the Transactional area, is the work area.

  • The left side of the page, the Regional, lists tasks available in the work area and provides some useful widgets, including a search feature that you can use to quickly go to a task.

  • On some pages, there is an additional area on the right, called the Contextual Area. It provides more information on the particular record or task you are working on.

Both the left and right regions are collapsible, to give you more space to do your work.

Desktop UI areas

Accessing Setup Tasks

You perform many of the setup tasks required to get your application up and running in the Setup and Maintenance work area. This work area is part of the Functional Setup Manager, which you can use to create implementation projects and manage the assignment of setup tasks to implementation teams. For the setups covered in this guide, you access tasks by searching their names.

There are two ways of searching for setup tasks:

  • You can search for the task name on the All Tasks tab on the Overview page in the Setup and Maintenance work area.

    Note

    The first time you navigate to the Setup and Maintenance work area, the application displays the Getting Started with Oracle Fusion Applications page. You can reach the Overview page, by clicking Done.

  • You can use the search for the task in the left-hand Regional area.

    The Regional search provides the quickest way of searching for a task because you don't have to navigate to the Overview page first, but this search is only available when you are working in the Setup and Maintenance work area.

The following figure shows the two areas where you can search for setup tasks.

The two ways you can search for a setup tasks

Tip

When searching for setup tasks, use the percent sign (%) to represent missing letters or words. For example, to find the Manage HCM Role Provisioning Rules task, you can search for manage hcm%rules. The searches aren't case sensitive.