Title and Copyright Information
About The Using Sales Guide
2 Getting Started
Signing in For the First Time: Explained
Available User Interfaces
Using the Sales Cloud Simplified UI
3 Using Search and Activities
Searching Oracle Sales Cloud: Explained
Searching for Accounts, Opportunities, Leads and Other Objects: 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?
Searching in the Work Areas Using Multiple Search Criteria: Worked Example
How can I create a saved search with just one custom field?
Activity Notification: Explained
Call Reports: Explained
Team Calendar: Explained
Setting Up Appointment Visibility: Worked Example
Changing Activity Calendar Colors: Worked Example
4 Maintaining Account and Contact Information
Oracle Sales Cloud Accounts and Contacts: Explained
Manage Contacts: Explained
Managing Contact Saved Search Lists: Explained
Manage Contact Preference Information: Explained
Account Team Member Access Levels: Explained
FAQs for Maintaining Account and Contact Information
How can I add territories to a sales 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?
5 Creating Sales Campaigns
Sales Campaigns: Overview
E-Mail Campaign Content: Explained
Refining Target Contacts for a Sales Campaign: Examples
Adding Personalized Text in an E-Mail Campaign: Example
Follow-Up Actions: How They Work
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
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?
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 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?
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
Closing an Opportunity: Explained
Closing an Opportunity Using the Close Opportunity UI
Closing an Opportunity Using the Edit Opportunity UI
Closing Multiple Opportunities
FAQs for Managing 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?
How are territories assigned to opportunities?
How do I run assignment on an opportunity?
Why can't I run assignment on 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's a process step?
How can process steps 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)?
8 Managing Sales Revenue
Sales Revenue: Overview
Revenue Line Items: Explained
Managing Opportunity Revenue
Assigning Sales Credits: Explained
Revenue Line Syncing with Opportunity Win Probability: Example
Syncing Behavior of Opportunity and Revenue Attributes: Explained
How can I lock in a sales credit recipient?
9 Managing Partner Relationships
Oracle Sales Cloud Partner Management: Overview
Partner Management: Overview
Managing Partner Contacts
Managing Partner Contacts: Overview
Managing Partner Program Enrollments
Managing Partner Program Enrollments: Overview
Managing Partner Lead Distribution
Managing Partner Lead Distribution: Overview
Assigning and Reassigning Leads to Partners: Procedure
Lead Registration: Explained
Lead Registration: How It Works
Managing Partner Opportunities
Opportunity Partners: Overview
Partner Visibility Into Opportunites: 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
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 Managing Forecasts
Sales Forecasting Features: Overview
Sales Forecast Components: How They Work Together
Sales Forecast Adjustments: Explained
Unallocated Forecast Adjustments: Explained
FAQs for Managing Forecasts
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 is the likelihood to buy product metric?
What's an estimated revenue?
What is pipeline?
What's an expected forecast?
What is quota?
What's closed revenue?
What's a best case forecast?
What's a worst case forecast?
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 Territories
Using Territories: Overview
Creating a Territory Proposal
Adding to Your Territory Hierarchy
Changing Territory Coverage
Activating a Territory Proposal
14 Using Analytics
Sales Cloud Reports and Analytics: Overview
Sales Prediction: Overview
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
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?
16 Using 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?
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?
Call Report Application
Oracle Sales Cloud Call Report App: Overview
Installing the Oracle Sales Cloud Call Report iPhone App: Procedure
FAQs for the Call Report Application?
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 Sales Cloud Call Report app?
How can I add attachments in the Sales Cloud Call Report app?
What information is saved when a call report is created?
How can I e-mail a call report summary from the Sales Cloud Call Report app?
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?
Oracle Voice Application
Oracle Voice App: Overview
Installing the Oracle Voice App: Procedure
How can I use the Oracle Voice app microphone without tapping it first?
When does Oracle Voice not understand my words sometimes?
17 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
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?
18 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
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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