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This guide also applies to on-premise implementations
Title and Copyright Information
About the Using Sales Guide
2 Getting Started
Signing In and Using the Sales Cloud: Overview
Using Oracle Sales Cloud: Overview
How can I perform tasks on behalf of another user?
3 Using Search and Activities
Searching, Tracking Activities, and Using a Calendar: Overview
Searching Oracle Sales Cloud: Explained
Searching for Objects in Their Work Areas: Explained
Tips for Using Global Search in Oracle Sales Cloud
Tips for Searching in Oracle Sales Cloud
What's the difference between the global search and the work area searches in Oracle Sales Cloud?
Creating a New List in a Work Area: Worked Example
Deleting or Hiding a List: Procedures
How can I create saved searches with just one custom field?
Activity Notification: Explained
Call Reports: Explained
Team Calendar: Explained
My Calendars: Explained
Setting Up Appointment Visibility: Worked Example
Creating Tasks from a Task Template: Procedure
What activities does selecting My Open Activities display?
What activity records do the different record sets permit you to search?
How does the Show filter refine my activity list?
How can I view activities that are set as private?
How can I track customer-facing activities?
How can I view my appointment in a different time zone?
4 Maintaining Account, Contact, and Household Information
Oracle Sales Cloud Accounts, Contacts, and Households: Explained
Managing Accounts Information
Oracle Sales Cloud Accounts: Explained
Managing Multiple Classification Codes: Explained
Viewing and Managing Account Hierarchies: Explained
Can I delete accounts that belong to a hierarchy?
Managing Account Contacts: Explained
Assigning Primary and Nonprimary Classifications: Explained
Managing Account Team Territories
Account Territory Member Access: Explained
Account Team Member Access Levels: Explained
What are favorite accounts?
Managing Contacts Information
Oracle Sales Cloud Contact: Explained
Manage Contact Preference Information: Explained
Managing Households Information
Oracle Sales Cloud Household: Explained
Household Relationships: Explained
Enabling or Viewing Relationships in a Household: Explained
Accounts, Contacts, and Households Searches
Managing Contact Saved Search Lists: Explained
What account records do the different record sets permit you to search?
What contact records do the different records sets permit you to search?
What household records do the different record sets permit you to search?
How can I make merge requests?
Can I specify multiple accounts or contacts that I want to merge?
Enriching Accounts and Contacts
Account and Contact Enrichment: Overview
Enriching Sales Cloud Automatically: Overview
Enriching Accounts and Contacts: Procedure
Enriching Account Lists and Contact Lists: Procedure
Enriching Account and Account Contact Data Manually: Explained
Enriching Account and Account Contact Data Automatically: Procedure
How can I create account, contact, and household assets?
How can I view account, contact, and household assets?
How can I edit account, contact, and household assets?
How can I delete account, contact, and household assets?
Managing Account, Contact, and Household Contracts: Explained
Deleting Accounts, Contacts, or Households
Deleting Accounts, Contacts, and Households: Explained
What happens when I delete an account?
What happens when I delete a contact?
5 Creating Sales Campaigns
Sales Campaigns: Overview
Creating a Sales Campaign
Adding Contacts to Sales Campaigns
Inserting Response Forms to Sales Campaigns
Adding Follow-up Tasks to Sales Campaigns
E-Mail Campaign Content: Explained
Adding Personalized Text in an E-Mail Campaign: Example
Follow-Up Actions: How They Work
What sales campaigns display when I select the My Draft Campaigns and the My Completed Campaigns lists?
Why is the total customer count in my sales campaign less than I expect?
6 Managing Leads
Lead Management: Overview
How Lead Components Fit Together
Differences Between Response, Lead, and Opportunity: Explained
Lead Actions: Explained
Lead Statuses: Explained
Lead Qualification: Explained
Performing a Lead Qualification: Procedure
Performing Multiple Lead Qualifications: Explained
Qualifying Leads: Examples
Lead Ownership and Sales Team Resources: Explained
Sales Lead Team Examples
FAQs for Managing Leads
How can I check for duplicate leads ?
Why did the deal size change?
What happens if I manually change a lead rank that was automatically assigned?
How can I add lead contacts to my sales campaign?
What's the difference between lead qualification and lead assessment?
Why was a customer reference displayed for my lead?
What happens if I convert a lead to an opportunity?
Can I create more than one opportunity from a single lead?
Why can't I see converted leads in my list of opportunities?
What happens if a lead contact is not associated with a customer?
What campaign records do the different record sets permit you to search?
Who can view the record sets for leads for saved searches?
7 Managing Opportunities
Working with Opportunities
Why did some fields change when I changed the sales stage?
Which fields or data are initially set on an opportunity?
What information is required to create an opportunity?
What happens if I change win probability?
How is the expected close date of an opportunity initially set?
What's a billing account on an opportunity?
What opportunities are displayed for My Open Opportunities and Open opportunities where I am on the team?
What do the opportunity saved searches mean?
How can I copy an opportunity?
What is copied when I copy an opportunity?
Summary of Opportunity Business Logic: Explained
Using Sales Coach
Sales Coach: Explained
Using Sales Coach
Managing Sales Competitors
Sales Competitors: Explained
Viewing Competitor Information: Procedure
Associating Competitors with Opportunities: Procedures
Associating Competitors with Product Groups: Procedure
How are territories assigned to opportunities?
Adding Opportunity Team Members
How do I assign team members automatically to an opportunity?
Why can't I assign an opportunity?
What's lock assignment?
What's deal protection?
Closing an Opportunity: Explained
Closing an Opportunity Using the Close Opportunity UI
Closing an Opportunity Using the Edit Opportunity UI
Closing Multiple Opportunities
Using Opportunity Search Close Period and Close Date Range Fields: Explained
Performing an Opportunity Assessment: Procedure
Understanding Integrations with Other Applications
Why can't I see the Partners tab and Primary Partner field when I edit an opportunity?
What opportunity data can I view for accounts in Oracle Service Cloud (RightNow CX)?
8 Managing Opportunity Products and Revenue
Opportunity Products and Revenue: Overview
Working with Opportunity Products
Adding Opportunity Products and Revenue
Managing Opportunity Products and Revenue: Procedures
Managing Recurring Products
Recurring Opportunity Products: Overview
Managing Recurring Revenue
Working with Recurring Opportunity Products: Procedures
Managing Sales Credits
Sales Credits: Overview
Allocating Sales Credits: Procedures
How can I lock in a sales credit recipient?
Understanding Product Attribute Synchronization
Product Line Synchronization with Win Probability: Example
Synchronization of Opportunity and Product Line Attributes: Explained
9 Managing Partner Relationships
Partner Relationship Management: Overview
Managing Partners: Overview
Reviewing Partner Overview Information: Explained
Creating New Partner Accounts: Procedure
Editing Partner Information: Procedure
Impersonating a Partner User: Explained
Managing Partner Business Plans: Overview
FAQs for Managing Partners
What partners does selecting My Partners display?
What partner records do the different record sets permit you to search?
Using Deal Registration
Deal Registrations: Overview
Managing Partner Deal Registrations: Explained
Managing Marketing Development Funds (MDF)
Marketing Development Funds (MDF): Overview
Marketing Development Fund (MDF) Objects: How They Work Together
Managing Partner Contacts
Managing Partner Contacts: Overview
Creating New Partner Contacts: Procedure
Adding Existing Account Contacts as Partner Contacts: Procedure
Editing Partner Contacts: Procedure
Editing Partner Contact User Information: Procedure
Managing Partner Programs
Defining a Partner Program: Overview
Partner Program Actions and Status: Explained
Partner Program Approval: Explained
Eligibility for Partner Programs: Explained
Partner Program Benefits: Examples
Managing Partner Programs for Channel Managers: Overview
Managing Partner Program Enrollments
Managing Partner Program Enrollments: Overview
Creating, Submitting, and Approving Enrollment Requests: Explained
FAQs for Managing Partner Progam Enrollments
What enrollments does selecting My Partners' Enrollments display?
What enrollment records do the different record sets permit you to search?
Managing Partner Leads
Managing Partner Leads: Overview
Assigning and Reassigning Leads to Partners: Procedure
Reviewing Leads Created by Partners: Explained
Converting Partner Leads to Opportunities: Explained
Managing Partner Opportunities
Managing Partner Opportunities: Overview
Partner Visibility into Opportunities: Explained
Using the Partner Portal
Managing Leads in the Partner Portal: Explained
Managing Opportunities in the Partner Portal: Explained
Managing Activities in the Partner Portal: Explained
Managing Partner Collaboration
Using Oracle Social Network to Collaborate with Your Partners: Explained
Channel Account Manager Dashboard
Channel Account Manager Dashboard: Highlights
10 Using Computer Telephony Integration
Computer Telephony Integration: Overview
Managing Multiple Interactions: Explained
Managing Chats: Explained
FAQs for Computer Telephony Integration
What happens if I get another call when connected to another customer?
What happens if I get an incoming call and I don't want my display to change?
How can I indicate that I am on a break?
What's Contextual Navigation?
11 Managing Forecasts
Sales Forecasting Features: Overview
Adding Opportunity Items to Your Forecast
About Forecasting by Territory, Product, or Unit
Managing Your Forecast
Sales Forecast Adjustments: Explained
Copying the Prior Forecast: Explained
Forecasting Actions and Consequences: Explained
Forecasting: Available Metrics
FAQs for Managing Forecasts
How can I add forecast items to a forecast?
How can I remove forecast items from a forecast?
When does my forecast appear in my currency?
When do I submit my forecast?
What happens if I submit my forecast?
What happens if I select Forecasted by Parent Territory?
12 Using Sales Prediction
Sales Prediction: Overview
White Space Analysis
About White Space Analysis Report
Using the White Space Analysis Report for Cross Sell or Up Sell
White Space Analysis Report Actions
How can I access the white space analysis report?
What data can I view from the white space analysis report?
What happens when I click a recommendation from the white space analysis report?
Can I reject recommendations that are no longer relevant?
How is the deal size calculated for a white space analysis report?
13 Using Territories
Using Territories: Overview
Using Simplified Territory Management
Changing the Territory Owner
Defining Territories with Named Accounts
Creating a Territory Proposal
Adding Child Territories to Your Territory Hierarchy
Changing Territory Coverage
Activating a Territory Proposal
Territories Defined by Dimensions: Explained
14 Using Analytics
The Analytics Basics
Analyses for Sales Representatives
Analyses for Sales Managers
Analyses for Channel Account Managers
Analyses For Executives
15 Using Microsoft Outlook
Overview of Oracle Sales Cloud for Outlook
Overview of Oracle Sales Cloud for Outlook Installation
Installing the Oracle Sales Cloud for Outlook Application
Why can't I view complete customer details for some customers associated with a contact, even though the customers are part of my sales territory?
How can I stop appointments, contacts, and tasks from being shared automatically with Outlook?
16 Using IBM Notes
Overview of Oracle Sales Cloud for IBM Notes
17 Using Sales Cloud Mobile Applications
Using Sales Cloud Mobile Applications: Overview
Sales Cloud Mobile
Oracle Sales Cloud Mobile: Overview
What are the supported platforms for Oracle Sales Cloud Mobile?
Installing the Oracle Sales Cloud Mobile iPhone Application: Procedure
Installing the Oracle Sales Cloud Mobile Android Application: Worked Example
Installing the Oracle Sales Cloud Mobile BlackBerry Application: Worked Example
How can I update the Oracle Sales Cloud Mobile application on my BlackBerry device?
Configuring Off-line Access for Oracle Sales Cloud Mobile: Worked Example
How can I navigate within the Oracle Sales Cloud Mobile client?
Why can't I access Oracle Sales Cloud Mobile?
How can I remove contacts, assignees, and resources from appointments, tasks, and interactions?
How can I add team members to an Opportunity or Customer's sales team?
How can I manage my activities in Oracle Sales Cloud Mobile?
When is data quality checked in Oracle Sales Cloud Mobile?
How can I change my Primary Contact in an opportunity, account, or lead in Oracle Sales Cloud Mobile?
How can I remove a contact from an opportunity, account, or lead?
How can I create customers and prospects in Sales Cloud Mobile?
How can I work with reports and graphs in Sales Cloud Mobile?
Why can't I convert a lead to an opportunity?
How can I create a search criteria that can be saved for use in the Oracle Sales Cloud Mobile application?
How can I view saved search criteria?
Why can't I access the Around Me feature from Oracle Sales Cloud Mobile?
Why can't I view the Around Me results on a map?
Can I delete the custom fields I have created for the Around Me feature?
Why can't I view updates to my data on Oracle Sales Cloud Mobile?
Why can't I create, edit, or delete any data in the Oracle Sales Cloud Mobile application?
What data are available in the Oracle Sales Cloud Mobile off-line mode?
Integration with Oracle Social Networks
Can I use Oracle Social Network within Oracle Sales Cloud Mobile?
How can I use Sales Cloud Mobile to collaborate through Oracle Social Networking?
What types of attachments can I include in Oracle Sales Cloud Mobile?
How can I view attachments offline in Oracle Sales Cloud Mobile?
How can I share attachments with my Oracle Social Network contacts from Oracle Sales Cloud Mobile?
Oracle Voice for Oracle Cloud Applications: Overview
Installing the Oracle Voice for Oracle Cloud Applications: Procedure
How can I use the Oracle Voice application microphone without tapping it first?
When does Oracle Voice not understand my words sometimes?
Oracle Sales Cloud Mobilytics: Overview
Setting up Oracle Sales Cloud Mobilytics: Explained
What is the Mobilytics Forecast Shaper?
What is the Mobilytics Pipeline Analyzer?
What is the Mobilytics Deal Radar?
What is the Mobilytics Aging Monitor?
What is the Mobilytics Team Tracker?
What reports are included in the interactive dashboard in Sales Mobile?
Sales Cloud Call Report Application
Oracle Sales Cloud Call Report Mobile Application: Overview
Installing the Oracle Sales Cloud Call Report iPhone Application: Procedure
Installing the Oracle Sales Cloud Call Report Android Application: Procedure
What are the system requirements to run the Sales Cloud Call Report app?
How can I e-mail or text colleagues to let them know that I will be late for the upcoming appointment?
Which opportunity fields can I update from the Sales Cloud Call Report application?
How can I change the server URL for my Sales Cloud Call Report application?
How can I create a call report?
How can I update a contact's buying role and affinity when creating a call report?
Can I add photos, video, or record audio files to my call report?
How can I share a completed call report?
How can I view the call reports that I have logged?
How can I view the call reports I need to log?
How can I view previous call reports for an appointment?
How can I remove an appointment from the calls to log list if I don't want to log a call report?
How can I phone, e-mail, text, or locate a person quickly?
How can I view a call report that I have shared on Oracle Social Network?
How can I add an objective when I am creating a call report?
How can I delete or edit an objective when I'm creating a call report?
Sales Cloud Deal Management Application
Oracle Sales Cloud Deal Management Mobile Application: Overview
Installing the Oracle Sales Cloud Deal Management iPhone Application: Procedure
Installing the Oracle Sales Cloud Deal Management Android Application: Explained
How can I check if there are potential duplicate opportunities for a deal registration?
How can I approve, reject, or return a deal registration?
How can I update my opportunities in the Deal Management mobile application?
How can I include an opportunity in a forecast?
How can I phone, e-mail, message or locate a person quickly?
18 Using Social Networking
Social Networking: Overview
Adding Oracle Social Network in Oracle Sales Cloud: Overview
FAQs for Using Social Networking
How can I share information with sales colleagues using Oracle Social Network?
How can I share opportunity information with sales colleagues using Oracle Social Network?
How can I use social collaboration features to drive sales activity on my team?
19 Using Sales Lightbox
Sales Lightbox: Overview
Managing Your Cart: Explained
Downloading a Presentation: Procedure
Opening a Presentation: Procedure
Searching for a Presentation: Explained
Searching for a Presentation: Procedure
Uploading a Presentation: Explained
Uploading a New Presentation: Procedure
Choosing a Slide as a Cover Thumbnail: Explained
Choosing a Slide as a Cover Thumbnail: Procedure
Sharing a Presentation
Sharing a Presentation: Points to Consider
Sharing a Presentation with an Opportunity: Procedure
Sharing a Presentation with a User: Procedure
Sharing a Presentation with a User as Joint Owner: Procedure
Sharing a Presentation with an Account: Procedure
Updating and Deleting Presentations
Updating a Presentation: Explained
Updating a Presentation: Procedure
Deleting a Presentation: Explained
Deleting a Presentation: Procedure
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