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Getting Started with Your Oracle Sales Cloud Implementation
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19 Common Customizations

This chapter contains the following:

About Customizing Oracle Sales Cloud

Customizing Oracle Sales Cloud for B2C Using Application Composer

Adding Custom Fields Using Application Composer

Adding and Hiding Subtabs Using Application Composer

Customizing Lists of Values

About Customizing Oracle Sales Cloud

While Oracle Sales Cloud provides robust ready-to-use functionality, you might want to change areas of the application to meet your business needs. Oracle Sales Cloud provides such tools that let you make application changes.

Common Customizations

Common customizations that you might need to make to Oracle Sales Cloud include the following, and are described in this chapter:

  • Customizing Oracle Sales Cloud, in case you sell directly to consumers (not accounts).

    If you're selling directly to consumers, then you must enable hidden Contact fields. These fields let users specify if a contact is a customer or a prospect.

  • Adding new fields to a page.

    Oracle Sales Cloud somes with a set of standard objects, such as an opportunity, account, or contact, and those objects come with a set of standard fields and user interface pages.

    But what if you need additional fields, above and beyond what's available in the standard set? You can create custom fields, and then expose them on the relevant user interface pages for your users.

  • Adding (or hiding) subtabs.

    A subtab lets you display details that are related to the current object but derived from another object, or from another source outside the current Oracle Sales Cloud application altogether. Many standard objects in Oracle Sales Cloud have prebuilt subtabs on their user interface pages. You can hide the prebuilt subtabs, or create new ones.

  • Customizing lookups.

    In Oracle Sales Cloud, a field can be populated with a list of values, which your users can select during run time. These values are supplied by a lookup type. The field values themselves are called lookups. You can modify a lookup type to provide custom lookups that are more meaningful to your business.

Working in a Sandbox

Before you make any application changes, be sure to create and activate a sandbox. When doing customization work within Oracle Sales Cloud, you must always use a sandbox as a safety precaution, so that you can fully test your changes before rolling them out to your end users.

  1. In the global area, click your user name, then click Manage Sandboxes under the Administration category.

    This is a screenshot of the Settings and Actions menu, which appears when you click your user name.

  2. In the Manage Sandboxes dialog, create a new sandbox.

  3. Click Save and Close.

  4. In the Manage Sandboxes dialog, select your newly created sandbox, or any existing sandbox, and click Set as Active.

    Whenever you are logged in to the application and working in a sandbox, the upper part of your window shows the sandbox name. You can work in the sandbox and make application changes. Other users can't see what you've done until you publish your sandbox.

    This is a screenshot of your new sandbox name. When a sandbox is active, the name is visible in the global area.

    Note

    If you sign out and sign in again as the same user, you will still be in the same sandbox. The sandbox you are working in is a part of your user profile information. Hover your mouse over the name of your sandbox and click it to see more details about it, and to exit from the sandbox without publishing it.

    This is a screenshot of the details that display when you click your sandbox name in the global area.

Caution

To avoid conflicts with your application changes, users should never be in the same sandbox at the same time. Ensure that only a single user is in a sandbox at a time. (You must manually enforce this rule.)

Publishing a Sandbox

When you're ready to roll out your application changes to your end users, publish your sandbox.

  1. In the global area, click your user name, then click Manage Sandboxes under the Administration category.

  2. In the Manage Sandboxes dialog, select your sandbox and click Publish.

  3. Click Yes to confirm that you want to publish your sandbox to the mainline code.

Customizing Oracle Sales Cloud for B2C Using Application Composer

Regardless of the type of sales environment you're in -- whether Business to Business (B2B) or Business to Consumer (B2C) -- Oracle Sales Cloud meets your needs with almost no changes required. Only one area is specifically optimized for B2B, and that's in the area of account and contact management. This means that, if you sell directly to consumers in a B2C environment, then you must first make some minor customizations so that you can more easily track those consumers (known as contacts in Oracle Sales Cloud).

Configuring Oracle Sales Cloud for B2C: Required Change

The simplified user interface for contacts is optimized for business to business selling. If you are selling directly to consumers, then you must enable hidden fields that will let users specify if a contact is a customer or a prospect.

Use this procedure to display the Type field, on both the Create Contact and Edit Contact pages. This will let you specify whether contacts are customers or prospects.

  1. Navigate to Application Composer.

  2. Select the Common application.

    This is a screenshot of the Application choice list, where you can select the Common application.

  3. Under the Objects navigation tree, expand Standard Objects, then expand the Contact object.

  4. Click the Pages node.

  5. Click the Simplified Pages tab.

  6. In the Creation Page Layouts region, select a page layout, such as the Default Layout, and click the Edit icon.

    This is a screenshot of the page layouts for the Contact object.

  7. In the Create Contact region, click the Edit icon.

    This is a screenshot of the page where you can configure the Create Contact page, for a particular page layout.

  8. In the Available Fields list, double-click both the Customer and Prospect fields to move them to the Selected Fields list.

    Use the Up or Down arrows to control where on the page you want the fields to display.

    Note

    When you select the Customer and Prospect fields for display, they actually display at run time as radio button options for a field called Type.

    This is a screenshot of what the run time page looks like, after you add the Customer and Prospect fields to the Create Contact page.

  9. Click Save and Close, then click Done.

  10. When you navigate to the Create Contact page at run time, you'll see that a new field, Type, is now available on that page.

    This is a screenshot of the new Type field, which you added when you added the Customer and Prospect fields to the Create Contact page.

  11. In the Details Page Layouts region, select a page layout, such as the Default Layout, and click the Edit icon.

  12. In the Summary region, click the Edit icon.

  13. In the Available Fields list, double-click both the Customer and Prospect fields to move them to the Selected Fields list.

  14. Click Save and Close, then click Done.

  15. When you navigate to the Edit Contact page at run time, you'll see that a new field, Type, is now available on that page.

Configuring Oracle Sales Cloud for B2C: Optional Enhancement

In a B2C environment, it's not a requirement to know who your customers work for. Thus, you can optionally hide the Account field for your contacts, to simplify the look and feel of the Contact pages.

Use this procedure to hide the Account field, on both the Create Contact and Edit Contact pages.

  1. Navigate to Application Composer.

  2. Select the Common application.

  3. Under the Objects navigation tree, expand Standard Objects, then expand the Contact object.

  4. Click the Pages node.

  5. Click the Simplified Pages tab.

  6. In the Creation Page Layouts region, select a page layout, such as the Default Layout, and click the Edit icon.

  7. In the Create Contact region, click the Edit icon.

  8. In the Selected Fields list, double-click the Account field to move it to the Available Fields list.

    This is a screenshot of the page where you can select to hide or show fields on the Create Contact page, for a particular page layout.

  9. Click Save and Close, then click Done.

  10. When you navigate to the Create Contact page at run time, the Account field should no longer be visible on that page.

  11. In the Details Page Layouts region, select a page layout, such as the Default Layout, and click the Edit icon.

  12. In the Summary region, click the Edit icon.

  13. In the Selected Fields list, double-click the Account field to move it to the Available Fields list.

  14. Click Save and Close, then click Done.

  15. When you navigate to the Edit Contact page at run time, the Account field should no longer be visible on that page.

Adding Custom Fields Using Application Composer

Use Application Composer to extend Oracle Sales Cloud by adding new fields to standard objects. A standard object is a business object around which functionality is built, and which you get automatically, such as an opportunity, account, or contact. These objects come with a set of standard fields and user interface pages. But what if you need additional fields, above and beyond what's available in the standard set? You can use Application Composer to create custom fields, and then expose them on the relevant user interface pages for your end users.

Tip

You can also create brand new objects, with associated fields and user interface pages, using Application Composer. These objects are called custom objects. Refer to Oracle Sales Cloud: Extending Sales for more details.

Adding New Fields to Standard Objects

For example, let's say you want to track if your contacts own their homes. But, as delivered, the contact object and its set of pages don't automatically let you do this.

Use this procedure to create a new field called Home Ownership. In the next procedure, you'll learn how to display your custom field on the correct pages.

  1. Navigate to Application Composer.

  2. Select the Common application.

    This is a screenshot of the Application choice list, where you can select the Common application.

  3. Under the Objects navigation tree, expand Standard Objects, then expand the Contact object.

  4. Click the Fields node.

  5. On the Fields page, confirm that you're on the Custom tab, then click the Create a custom field icon.

  6. Select the Checkbox option, and click OK.

    This is a screenshot of the Select Field Type dialog, where you can select the type of custom field you want to create.

    Tip

    Application Composer lets you create many different types of fields, such as text fields, choice list fields, formula fields, and so on. Refer to Oracle Sales Cloud: Extending Sales for more details.

  7. On the Create Checkbox Field page, in the Display Label field, enter Home Ownership.

    This is a screenshot of the Create Checkbox Field page.

  8. Click Save and Close.

Note

Application Composer doesn't support the deletion of either standard or custom fields from objects. If you no longer need a field that was already published to the mainline code, optionally enter a note in the field description that the field is no longer used.

Displaying New Fields on User Interface Pages

After you create custom fields, your next step is to display those fields on the relevant user interface pages, so your end users can access them.

Use this procedure to display the new Home Ownership check box, on both the Create Contact and Edit Contact pages.

  1. With the Contact object still expanded in the Objects navigation tree, click the Pages node.

  2. Click the Simplified Pages tab.

  3. In the Creation Page Layouts region, select a page layout, such as the Default Layout, and click the Edit icon.

    This is a screenshot of the page layouts for the Contact object.

  4. In the Create Contact region, click the Edit icon.

    This is a screenshot of the page where you can configure the Create Contact page, for a particular page layout.

  5. In the Available Fields list, double-click the Home Ownership field to move it to the Selected Fields list.

    This is a screenshot of the page where you can select to hide or show fields on the Create Contact page, for a particular page layout.

  6. Click Save and Close, and then click Done.

  7. When you navigate to the Create Contact page at run time, you'll see that a new field, Home Ownership, is now available on that page.

    This is a screenshot of the new Home Ownership custom field that you added to the Create Contact page.

  8. In the Details Page Layouts region, select a page layout, such as the Default Layout, and click the Edit icon.

  9. In the Summary region, click the Edit icon.

  10. In the Available Fields list, double-click the Home Ownership field to move it to the Selected Fields list.

  11. Click Save and Close, and then click Done.

  12. When you navigate to the Edit Contact page at run time, you'll see that a new field, Home Ownership, is now available on that page.

Adding and Hiding Subtabs Using Application Composer

Every top-level Oracle Sales Cloud object (such as an opportunity, account, or contact) has an edit page, also known as a details page. The details page is where users go to view record details, and make changes. You can use Application Composer to customize the details page. For example, you can show and hide fields, and you can also show and hide subtabs. Read this topic to learn more about subtabs in the simplified set of pages.

What's a Subtab?

A subtab lets you display details that are related to the current object but derived from another object, or from another source outside the current Oracle Sales Cloud application altogether. You do this by adding subtabs to the details page, and specifying the source of subtab data.

For example, the Edit Opportunity page has multiple subtabs, such as:

  • Contacts

    This subtab lists records from the Opportunity Contact object, which is a child of the Opportunity object.

    Tip

    Child objects have a cascade delete relationship with parent objects. This means that if the parent record is deleted, then child records are also deleted.

  • Opportunity Team

    This subtab lists records from the Opportunity Team Member object, which is a child of the Opportunity object.

  • Leads

    This subtab lists records from the Sales Lead object. This is a context link type of subtab, which displays data from any object. There is no cascade delete relationship between the Opportunity and Sales Lead objects.

This is a screenshot of the Edit Opportunity page, including the available subtabs.

Adding Subtabs

Let's say you want to add a new subtab to the Edit Opportunity page. In this example, let's show the customer's address. (For the sake of this example, let's assume that you previously created a custom field, Customer Address (CustomerAddress_c), on the Opportunity object to capture this information.)

Use this procedure to add a new subtab to the Edit Opportunity page.

  1. Navigate to Application Composer.

  2. Select the Sales application.

    This is a screenshot of the Application choice list, where you can select the Sales application.

  3. Under the Objects navigation tree, expand Standard Objects, then expand the Opportunity object.

  4. Click the Pages node.

  5. Click the Simplified Pages tab.

  6. In the Details Page Layouts region, select a page layout, such as the Default Layout, and click the Edit icon.

    This is a screenshot of the page layouts for the Opportunity object.

  7. On the Edit Simplified Details Page, scroll down through the Subtabs Region and, at the end of the subtabs, click the Add icon.

    This is a screenshot of the region on the Edit Simplified Details Page where you can add a subtab.

    You can add one of four types of subtabs:

    • Child or related object subtab

    • Context link subtab

    • Common component subtab

    • Web content subtab

    In this example, select the option for Web content and click Next.

  8. In the Display Label field, enter Customer Map Location.

  9. Under URL Definition, click the Expand Show Palette button, if it's not already expanded.

  10. Enter this groovy script:

    def myfinalURL = "http://www.bing.com/maps/?v2&where1="
    def myURL1 = CustomerAddress_c != null ? CustomerAddress_c : ''
    myfinalURL += myURL1
    return(myfinalURL)
    
    
  11. Click Save and Close, and then click Done.

  12. When you navigate to the Edit Opportunity page at run time, you'll see that a new subtab, Customer Map Location, is now available.

    If your end users entered an address in the Customer Address field while editing an opportunity record, then the map Web site should appear on the subtab, displaying the location of the customer's address.

    This is a screenshot of a Web content subtab at run time.

Hiding Subtabs

Let's say you want to hide the Appointments subtab on the Edit Opportunity page.

Use this procedure to hide subtabs.

  1. Return to the Edit Simplified Details Page page for the Opportunity object.

  2. Click the Configure Subtabs icon.

    This is a screenshot of the region on the Edit Simplified Details Page where you can manage the display of subtabs.

  3. In the Configure Subtabs dialog, in the Selected Subtabs list, double-click the Appointments subtab.

    This is a screenshot of the Configure Subtabs dialog, where you can hide and show subtabs.

  4. Click OK.

  5. Click Done.

  6. When you navigate to the Edit Opportunity page at run time, you'll see that the Appointments subtab is no longer available.

Customizing Lists of Values

This topic describes lists of values, and the procedures to access and customize them in Oracle Sales Cloud.

In Oracle Sales Cloud, lists of values are called lookup types. The values themselves are called lookups. Lookups consist of a code that's internal to the application and a meaning that's the text which is displayed to the user. For example, a lookup type Employment Types has list of values for users to specify the employment types, such as full time or part time.

Accessing Lookups

You can customize most of the of the lists of values in the application by searching for an associated setup task in the Setup and Maintenance work area. For example, you can use Manage Contact Lookups to manage lookups related to contacts.

To view lookups for your area:

  1. To display all of the available lookup tasks, enter Application Standard Lookup in the Business Object field in the Setup and Maintenance work area Overview page. You can narrow down the list, by entering an object name in the Name field. For example, to find all of the lookup types for contacts, enter Contact.

    Search for manage lookups task.

  2. Click Search. All tasks related to lookups are displayed.

  3. Find the lookup type you want to customize in the search results and click Go to Task.

    You can review the description of each task by displaying an additional column in your search results. To display the description, select View, Columns, and Description. You can review the description to determine the manage lookups task for your area.

    Lookups results.

Customizing Lookups

The customization level determines if the lookup codes in a lookup type can be edited.

To customize a lookup:

  1. In the Setup and Maintenance work area, search for the Manage Contact Lookups task, and click the Go to Task icon. The Manage Contact Lookups page is displayed.

  2. Select lookup you want to edit from the list of available lookups. The lookup type details, and associated lookup codes are displayed.

    You can edit the lookup types or lookup codes based on the customization level of the lookup.

    There are three customization levels:

    • System: You cannot edit the lookup type or lookup codes. However, you can update the meaning and description of the lookup.

    • Extensible: You can edit, end date, delete, enable, and disable the lookup codes. However, if the lookup is predefined you cannot edit only the lookup code meaning and description but can't end date, delete, and disable the lookup codes.

    • User: You can update the lookup type and the lookup codes.

  3. Customize the lookup and click Save and Close.