This guide also applies to on-premise implementations
Title and Copyright Information
1 Introduction to Using Sales
About the Using Sales Guide
2 Signing In and Using the Sales Cloud UIs
Signing In and Using the Sales Cloud UIs: Overview
Signing in for the First Time: Explained
Available User Interfaces
Using the Sales Cloud Simplified UI
How can I perform tasks on behalf of another user?
3 Searching, Tracking Activities, and Using a Calendar
Searching, Tracking Activities, and Using a Calendar: Overview
Searching Oracle Sales Cloud: Explained
Tips for Searching for Objects in Their Work Areas: Explained
Tips for Using Global Search 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
Setting Up Appointment Visibility: Worked Example
Creating Tasks from a Task Template: Procedure
What activities does selecting My Open Activities display?
What's the meaning of the record sets for activity saved searches?
How can I view activities that are set as private?
How can I track customer-facing activities?
4 Maintaining Account, Contact, and Household Information
Oracle Sales Cloud Accounts, Contacts, and Households: Explained
Manage Contacts: Explained
Managing Contact Saved Search Lists: Explained
Manage Contact Preference Information: Explained
Account Team Member Access Levels: Explained
Oracle Sales Cloud Household: Explained
Household Relationships: Explained
FAQs for Maintaining Account and Contact Information
What accounts does selecting My Accounts display?
What contacts get displayed when I select My Contacts, My Favorite Contacts, and My Business Contacts?
What households does selecting My Households display?
How can I add territories to an account?
What's the difference between a primary contact, an overall primary contact point, and a relationship associated primary contact?
How can I specify the customer relationships for my contacts?
How can I designate a contact as primary?
How can I search for a contact who is not related to a customer?
What's the difference between an internal territory and a partner territory?
What Oracle Service Cloud customer data can I view in the customer center?
How can I set Customer as the default account type when creating accounts in Simplified UI?
What happens when I delete an account?
What happens when I delete a contact?
What happens when I delete a household?
In the desktop UI, can I get a list of all contacts using the All Contacts search in the Manage Contacts page?
In the desktop UI Manage Customers and Search Customers pages, can I search by custom fields I created for Account and Sales Account in Application Composer?
In the Customers Overview page in the desktop UI, can I search by Account and Sales Account custom fields I created in Application Composer?
Why can't I find prospect accounts when I search on the Customers Overview page in the desktop UI?
What's the meaning of the record sets in account saved searches?
What's the meaning of the sets of records for contact saved searches?
What's the meaning of the sets of records in saved searches for households?
5 Creating Sales Campaigns
Sales Campaigns: Overview
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
Lead Actions: Explained
Lead Statuses: Explained
Lead Qualification: Explained
Performing a Lead Qualification: Procedure
Qualifying Leads: Examples
Lead Ownership and Sales Team Resources: Explained
Sales Lead Team Examples
FAQs for Managing Leads
What's the difference between response, lead, and opportunity?
What leads get displayed when I select the My Open Leads and the Open Leads Where I am on the Team lists?
How can I check for duplicate leads in the simplified UI?
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?
How can I perform multiple qualifications for a lead in the simplified UI?
Why did customer reference display 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's the meaning of the different record sets for sales campaign saved searches?
What's the meaning of the record sets for lead saved searches?
7 Managing Opportunities
Sales Methods, Sales Stages, and Sales Coach: Overview
Sales Stages: Explained
Sales Methods and Sales Stages: How They Fit Together
Sales Coach: Explained
Summary of Opportunity Business Logic: Explained
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
FAQs for Managing Opportunities
What opportunities get displayed when I select the My Open Opportunities and the Open Opportunities Where I am on the Team lists?
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?
How are territories assigned to opportunities?
How do I run assignment on an opportunity?
Why can't I run assignment on an opportunity?
Why can't I see the Partners tab and Primary Partner field when I edit an opportunity?
How can I copy an opportunity?
What is copied when I copy an opportunity?
What's lock assignment?
What's deal protection?
What are action items?
How can action items assist the sales cycle?
What are recommended documents?
What's a key internal sponsor on an opportunity?
What's a billing account on an opportunity?
What opportunity data can I view for accounts in Oracle Service Cloud (RightNow CX)?
What's the meaning of the record sets for opportunity saved searches?
8 Managing Sales Revenue
Sales Revenue: Overview
Opportunity Products: Explained
Managing Opportunity Products
Assigning Sales Credits: Explained
Product Line Syncing with Opportunity Win Probability: Example
Syncing Behavior of Opportunity and Revenue Attributes: Explained
Recurring Opportunities: Overview
Working with Recurring Opportunities
How can I lock in a sales credit recipient?
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
FAQs for Managing Partners
What partners does selecting My Partners display?
What's the meaning of the record sets for partner saved searches?
Using Deal Registration
Deal Registrations: Overview
Managing Partner Deal Registrations: Explained
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 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's the meaning of the record sets for enrollment saved searches?
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 Managing Competitors and References
Managing Competitors and References: Overview
Manage Sales Competitors
Sales Competitors: Overview
Competitor Profiles: Explained
FAQs for Manage Sales Competitors
How can I see win/loss trends against selected competitors?
How can I get more information about a competitor?
How can I view competitor products purchased by an account?
How can I view a list of opportunities that I have lost to a competitor?
How can I see the win/loss reason distribution between competitors?
Manage Sales References
Sales Reference Customers: Overview
Reference Customer Profiles: Explained
FAQs for Manage Sales References
How can I create a reference customer?
Who typically manages sales reference customers?
What's a reference rank?
How can I limit reference activities for a reference customer?
11 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?
12 Forecasting Sales
Sales Forecasting Features: Overview
Sales Forecast Components: How They Work Together
Forecasting: Available Metrics
Sales Forecast Adjustments: Explained
Unallocated Forecast Adjustments: Explained
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 filter by adjusted forecast?
What happens if I select Forecasted by Parent Territory?
What happens if I allocate an adjusted forecast to children?
Why did the parent adjusted forecast not change when I adjusted the child?
13 Using Sales Prediction
Sales Prediction: Overview
White Space Analysis
About White Space Analysis Report
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 on a recommendation from the white space analysis report?
Can I reject recommendations that are no longer relevant?
How is the deal size calculated for white space analysis report?
14 Using Territories
Using Territories: Overview
Creating a Territory Proposal
Adding to Your Territory Hierarchy
Changing Territory Coverage
Activating a Territory Proposal
Territories Defined by Dimensions: Explained
15 Using Analytics
Sales Cloud Analytics and Reports: Overview
16 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
FAQs for Using Microsoft Outlook
How can I stop appointments, contacts, and tasks from being shared automatically with Oracle Sales Cloud for Outlook?
Why can't I view the complete customer details for some of the customers associated to 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 Oracle Sales Cloud for Outlook?
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 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 App: Overview
Installing the Oracle Voice Application: Procedure
How can I use the Oracle Voice app microphone without tapping it first?
When does Oracle Voice not understand my words sometimes?
Setting up Oracle 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 App
Oracle Sales Cloud Call Report App: Overview
Installing the Oracle Sales Cloud Call Report iPhone Application: Procedure
What are the system requirements to run the Sales Cloud Call Report app?
How can I review details of my upcoming appointments in the Sales Cloud Call Report App?
How can I review the last or a list of previous call reports for my next appointment?
How can I e-mail colleagues or let them know that I will be late for the upcoming appointment?
How can I log a call report?
What opportunity fields can I update from the Sales Cloud Call Report application?
How can I e-mail a call report summary from the Sales Cloud Call Report application?
How can I share a call report with my colleagues through Oracle Social Network?
How can I change the server URL for my Sales Cloud Call Report app?
18 Using Social Networking
Social Networking: Overview
Adding Oracle Social Network in Oracle Sales Cloud: Overview
Collaboration Capabilities in Oracle Sales Cloud: Highlights
Activity Streams in Oracle Sales Cloud: Highlights
Discussion Forums in Oracle Sales Cloud: Highlights
Blogs in Oracle Sales Cloud: Highlights
Wikis in Oracle Sales Cloud: Highlights
Group Spaces in Oracle Sales Cloud: Highlights
Tags in Oracle Sales Cloud: Highlights
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
Scripting on this page enhances content navigation, but does not change the content in any way.