This guide also applies to on-premise implementations
Title and Copyright Information
Purpose and Scope of This Guide
2 Understanding Setup Tasks
Performing Sales Setup Tasks
Setup and Maintenance Basics
Implementation Projects: Explained
Implementation Project Task Lists: Explained
Offering Related Documents: Explained
What's a functional area?
Migrating Setup Data: Overview
Profile Options and Lookups
Profile Options and Lookup Types: Overview
Profile Options: Explained
Lookup Types: Explained
How can I edit lookups?
Why can't I see my lookup types?
3 Setting Up Users and Security
Defining Security: Overview
Defining Setup Users: Overview
Understanding Sales Resources
About the Sales Administrator
4 Understanding Default UI Navigation
Understanding Default Navigation Components
5 Setting Up Business Units
Business Units: Overview
Multiple Business Units in Sales Cloud: Overview
Multiple Business Units High-Level Setup Steps
Setting Sales Cloud Business Unit Profile Options: Procedure
Associating Business Units with Resource Organizations: Explained
Associating Resource Organizations with Multiple Business Units: Procedure
Multiple Business Units in Leads
Configuring Multiple Business Units for Leads: Overview
Can I perform a mass update for Leads of different business units?
Multiple Business Units in Opportunities
Multiple Business Units in Opportunities: Overview
Specifying Opportunity Business Unit Properties: Procedure
Additional Implementation Concepts
Business Units and Reference Data Sets: How They Work Together
6 Setting Up Geographies
Defining Geographies: Overview
7 Setting Up Sales Territories
Territory Management Features: Overview
Territory Components: How They Work Together
Modeling Territories: Things to Consider
Enabling Updates to Active Territories: Critical Choices
Who Controls Territory Definitions: Critical Choices
When does a territory administrator define territories?
Territory Dimension Administration: Explained
Configuring Account Types for Territory Assignment
Preparing the Geography Dimension: Explained
Preparing the Product Dimension: Explained
Creating Additional Dimensions: Explained
Populating Dimension Members: Explained
Territory Proposals: Explained
Territory Proposal Statuses: Explained
Territory Proposal Rules: Explained
What's a territory overlap?
What's a territory gap?
What happens if I select Forecasted by Parent Territory?
Use Analytics to Test Territory Proposals: Examples
Territory Coverage: Explained
Territory Coverage: Examples
Using Territory Dimensions: Examples
Creating Geographic Territories: Examples
Creating Territories Using Multiple Dimensions: Examples
Source and Recipient Territories: How They Work Together
Inherited Territory Coverage: Examples
Territory Export and Import
Territory Export and Import: Overview
Territory Header Import File Reference
Territory Resource Import File Reference
Territory Line of Business Import File Reference
Territory Coverage Import File Reference
8 Setting Up Work Assignment
Work Assignment in Oracle Sales Cloud: Overview
Configuring Assignment: Critical Choices
Exporting and Importing Assignment Objects and Rules Setup Data: Explained
Mapping Set Components: How They Work Together
Creating Assignment Mappings: Examples
Assignment Rule Components: How They Work Together
Creating Assignment Rules: Examples
What happens if I mark an assignment object or one of its attributes as inactive?
Using Territory-Based Assignment with Rule-Based Filtering: Example
Publishing Assignment Changes
Publishing Assignment Information: Explained
Sales Account Assignment Object: Explained
Sales Account Territory Member Access: Explained
When do territories get assigned to sales accounts?
How can I add territories to an account?
Sales Party Profile Options: Explained
Opportunity Team Assignment: Explained
How are territories assigned to opportunities?
How can I manually add territories to an opportunity?
Which fields in an opportunity drive assignment?
What's lock assignment?
Disabling Deal Protection on Opportunities
Sales Credit Recipient and Forecast Territory Defaulting Logic: Explained
Opportunity Team Profile Options: Points to Consider
Lead Assignment Objects: Explained
Lead Assignment: How It Is Processed
Lead Ranking: Explained
Lead Status: How it Automatically Gets Set
Lead Qualification: Explained
Sales Lead Team Examples
Lead Scoring: Example
Defining Automatic Assignment of Lead Team Resources: Example
Territory Lead Assignment: Examples
Lead Ranking Rule: Example
Lead Assignment Rules: Explained
Partner Territory Assignment: Explained
Partner Territory Assignment: Worked Example
Manually Assigning Partners and Partner Sales Credits in Opportunities: Explained
Assignment Scheduled Processes
Scheduled Processes: Explained
Assignment Processes for Opportunities: Points to Consider
Scheduling Account Assignment: Explained
Candidate Refresh: Explained
Generating Assignment Reports: Example
Batch Assignment Progress Report: Explained
Batch Assignment Error Report: Explained
Running Batch Assignment in Diagnostic Mode: Example
Batch Assignment Diagnostic Log: Explained
Purge Batch Assignment Information: Explained
Territory Dimension Data Report: Explained
9 Setting Up Currencies
Setting Up Currencies: Overview
Setting Up Multiple Currencies
Defining Currencies: Points to Consider
Currency Revaluation Setup and Process: Points to Consider
Entering Daily Rates Manually: Worked Example
Updating Currency Rates: Worked Example
10 Setting Up Search
Setting Up Sales Cloud Search: Overview
Managing Work Area Searches
Enabling Alphabetical Sort in Work Area Lists: Procedure
Optimizing the Search Indexes to Speed Up Work Area Searches
Modifying Work Area Search Behavior
Managing Global Search
Activating Global Search for Custom Objects and Deactivated Application Objects: Procedures
Setting Global Search Configurations as Enabled or Default: Examples
Creating Global Search Configurations: Procedure
Setting Up the Autosuggest for the Global Search: Procedure
Disabling Saved Searches and Recent Searches for the Global Search: Points to Consider
Setting Up Filters for the Global Search: Procedure
Specifying the Pages or Applications That a Global Search Configuration Applies To: Explained
Managing Global Search Automatic Suggestions
Suggestion Groups for the Global Search: Explained
Changing the Heading Text and Icon for Suggestion Groups: Worked Example
Creating Suggestion Groups for the Global Search: Procedure
11 Setting Up Common Components
Defining Sales Cloud Common Components: Overview
Setting Up Activity Notification: Explained
Changing Activity Calendar Colors: Worked Example
Define Application Toolkit Configuration: Overview
What is the size limit for attachment files in Oracle Sales Cloud?
Attachments Troubleshooting: Explained
Creating the Calendar for Oracle Sales Cloud
Oracle Sales Cloud CTI: Highlights
Configuring PSTN Gateway Address Using Topology Manager: Worked Example
Setting Up Help: Overview
Creating and Editing Messages: Highlights
Common Messages: Points to Consider
Defining Notes: Points to Consider
Price Books: Explained
Setting Up the Watchlist: Overview
How can I enable the privacy statement?
Public Unique Identifier: Explained
12 Understanding Customer Information
Customer Data Management in Oracle Sales Cloud: Overview
Accounts and Contacts
Oracle Sales Cloud Accounts and Contacts: Explained
Manage Contact Preference Information: Explained
Enabling Do Not Contact Functionality: Procedure
Enabling Multiple Addresses: Explained
Setting Up the Mapping Service for Contextual Addresses: Points to Consider
Enabling White Space Analysis Report Tab in Accounts: Procedure
Making the Account Field Required for Contacts: Procedure
Merging Accounts and Contacts: Explained
Enabling Source System Reference in Accounts: Explained
Configuring the Customer Tree: Explained
How can I expose the Sales and Service nodes for Customer Center?
Manage Account and Contact Trees: Explained
How can I set Customer as the default account type when creating accounts in Simplified UI?
How can I personalize account and contact trees?
Third-Party Integrations for Oracle Sales Cloud Customers: Explained
13 Setting Up Sales Catalogs
Sales Catalogs: Overview
Creating a Sales Catalog: Getting Started
Running Refresh Denormalized Product Catalog Table Process
Creating a Sales Catalog: Worked Example
Reusing a Sales Catalog: Worked Example
Configuring Sales Catalog Usage: Explained
Using a New Template in a Catalog: Worked Example
What's the difference between the administration and published product group versions?
What's a related group?
What's a rollup catalog?
Sales Catalog Display Options: Overview
How can I change sales catalog button labels?
Changing Display Options for Product Groups: Worked Example
How can I change the labels for filter attributes at run time?
Adding Filter Attributes to Sales Catalog Product Groups: Worked Example
How can I set exceptions for particular usages of product groups?
Product Group Promotions
How can I associate promotions with a product group?
Best Practices for Sales Catalog Setup
How can I check whether my catalog is used by other catalogs?
Why can't I modify a product group?
Why did some of the products in my published catalog disappear?
14 Setting Up Sales Leads
Lead Management: Overview
Implementing Lead Management: Critical Choices
How Lead Components Fit Together
Sales Lead Qualification Template: Explained
Defining a Sales Lead Qualification Template: Example
Sales Lead Profile Options: Explained
Sales Lead Lookups: Explained
15 Setting Up Opportunities
Sales Methods and Stages
Configuring Sales Methods
Setting Default Sales Method Profile Option
Sales Stages: Explained
Setting Up Sales Statuses
What QBE values are supported in the Sales Status setup page?
Setting Up Opportunity Revenue: Points to Consider
Recurring Opportunities: Overview
Enabling Recurring Opportunities
Enabling Additional Fields for Recurring Opportunities
Forecasted Revenue in Opportunities: Explained
Setting Opportunity Revenue Forecast Criteria
About Setting Up Opportunity Closing
Close Opportunity Page Save and Cancel Behavior: Explained
Setting Close Opportunity Profile Options
How Users Gain Access to Opportunities: Explained
Default Sales Channel
Default Sales Channel in Opportunities: Explained
Configuring Opportunity Close Period Search: Explained
Service Cloud (RightNow) Integration
Integrating Service (RightNow CX) with Opportunities
16 Setting Up Assessments
Creating Assessment Templates: Procedure
Assessment Template Components: How They Fit Together
Setting Up Assessment Templates: Points to Consider
What happens if I include a free-form response for a question?
What's a question group?
Assessment Template Status Codes: Explained
Assessment Template Score Range: How It's Calculated
Setting Up Opportunity Assessments: Points to Consider
Lead Assessments: Explained
Setting up Score and Rank for Leads: Explained
17 Setting Up Task Templates
Defining Tasks: Points to Consider
Creating a Task Template: Procedure
What are the statuses a task can be in?
Assessment Templates and Task Templates: How They Fit Together
Associating Task Templates with Assessment Templates: Procedure
How can I create a task template that is available to associate with assessment templates?
18 Setting Up Sales Forecasting
Sales Forecasting Features: Overview
Define Sales Forecasting Configuration: Overview
Sales Forecast Components: How They Work Together
Unadjusted Forecast Criteria: Explained
Nonrevenue Forecasting: Explained
Territory Freeze Date: Explained
Forecasting: Available Metrics
Forecast Period Parameters: Examples
What's an adjustment period?
When do I realign territories?
How can I display my own graphs in Forecasting?
Refresh Forecast Process
Forecast Synchronization: Explained
19 Setting Up Sales Predictions
Sales Prediction: Overview
Getting Started with Sales Prediction: Prerequisites
Prediction Models or Prediction Rules: Critical Choices
Working with Sales Prediction Features
Model Rule Entities and Attributes
Rules Management: Explained
Sales Prediction Rules: Explained
Model and Rule Entities and Attributes: Explained
Product Selection: How it Works with Prediction Models and Rules
Attribute Analysis Report: Explained
Managing Prediction Rules: Examples
Selecting Model and Rule Entities and Attributes: Examples
Eligibility Rules: Examples
Selecting Best Attributes: Worked Example
Generating Leads Using Models and Rules: Worked Example
Analyze Leads Generated: Examples
Using Reports to Analyze the Model: Example
What's the difference between eligibility rules and prediction rules?
What happens if a prediction rule conflicts with another prediction rule?
What happens if an eligibility rule conflicts with a prediction rule?
Can I modify rule attributes from one folder to another?
What's current model quality?
Can I run multiple sales leads generation processes simultaneously?
What's model training?
When does the model need to be trained?
Model Training: Example
Sales Prediction Configuration Parameters: Explained
Recommendation Metrics: Explained
When do I simulate product recommendations?
When do I enter product recommendation estimates for a sales prediction rule?
Why are model-based recommendations or leads not visible in consuming applications?
20 Understanding Sales Quotas
Sales Quota Management: Overview
Sales Quota Plan Components: How They Work Together
Sales Goals: Explained
Published Quotas: Explained
Resource Quota and Incentive Compensation: How They Work Together
Enabling Quota Management: Critical Choices
Managing Sales Quota Plans: Worked Example
Territory Quota Formulas: Explained
Quota Export and Import
Sales Quotas Export and Import: Overview
Using Export and Import to Modify Sales Quotas: Procedure
Territory Quota Import File Reference
Territory Period Quota Import File Reference
Resource Quota Import File Reference
Resource Period Quota Import File Reference
Sales Quotas FAQs
What's a spread formula?
What happens if I select Calculate Default Territory Quota?
What's a variance?
What's an adjustment?
What's the difference between territory and resource quota start and end dates?
When do I exclude a territory from quota?
Who is a territory administrator?
21 Setting Up Partner Relationship Management
Partner Relationship Management: Overview
Setting Up Partner Channel Sales: Overview
Customizing Pages for Partner Channel Sales
Setting Up Partner Channel Sales in Leads
Setting Up Partner Channel Sales in Opportunities
Creating a Custom Workflow for Channel Sales: Procedure
Setting Up Deal Registration for Partner Channel Sales
Enabling Oracle Social Network for Partner Collaboration: Explained
Partner Registration: Overview
Partner Registration Landing Page: Explained
Enabling the Link to Register an Existing Account as a Partner: Worked Example
Customizing Terms and Conditions Link:Worked Example
Creating Partner User Accounts: Explained
Internal and External Partner Users and Roles: Overview
Automatic Role Provisioning: Explained
What's the difference between a partner resource and an internal resource?
Modifying Partner User Profile: Points to Consider
Partner Public Profile: Overview
Partner Program Enrollment: Overview
Enabling Partner Programs: Points to Consider
What's a partner program enrollment term?
Partner Program Enrollment Statuses: Explained
Can I add questions to a questionnaire?
Renewing a Partner Program Enrollment: Points to Consider
What's a decommissioned partner program?
Associating a Terms Template to a Partner Program: Worked Example
Budget Dates: Explained
Budget, Entry, and Claim Types: Explained
Budget Amounts: Explained
What's the difference between a fund request and a claim?
When does the budget available balance get updated?
What determines the level of access I have to marketing budgets?
What happens if the fund request currency is different from the budget currency?
Channel Program Manager Territory and Partner Territory: How They Work Together
Partner Program Manager Territory and Partner Enrollment Territory Components: How They Work Together
22 Understanding Social Networking
Setting Up Social Networking: Overview
Setting Up Conversations in Sales Cloud
Setting Up WebCenter Spaces: Points to Consider
Setting Activity Stream Preferences: Procedures
Applications Core Activity Stream: Examples
Synchronizing Social Objects
Synchronize Business Objects: Explained
When do I synchronize business objects?
What happens if I synchronize business objects?
23 Setting Up Mobile Applications
Oracle Sales Cloud Mobile: Overview
Implementing Oracle Sales Cloud Mobile: Explained
What are the supported platforms for Oracle Sales Cloud Mobile?
Finding Your Company's Host URL for Oracle Sales Cloud Mobile: Worked Example
How can I disable the synchronization of Calendar entries and Contacts for Oracle Sales Cloud Mobile?
How can I change the default filter criteria for contacts, customers, and opportunities that are displayed within Oracle Sales Cloud Mobile?
How can I set up the automatic password saving on smartphones and tablets?
Oracle Sales Cloud Mobile Extensibility: Explained
Testing Oracle Sales Cloud Mobile Customizations Using a Sandbox: Worked Example
Adding an Oracle Business Intelligence Report to Oracle Sales Cloud Mobile: Procedure
What happens if I customize an Oracle Business Intelligence report that is displayed by Oracle Sales Cloud Mobile?
Can I delete the custom fields I have created for the Around Me feature?
Setting up Oracle Mobilytics: Explained
Configuring Oracle Mobilytics: Explained
24 Setting Up Outlook
Overview of Oracle Sales Cloud for Outlook
Implement Oracle Sales Cloud for Outlook: Explained
Deploying and Installing Oracle Sales Cloud for Outlook: Explained
Supported Software for Oracle Sales Cloud for Outlook: Explained
How do I enter connection information for Oracle Sales Cloud for Outlook if I am a cloud customer?
How can I change the maximum size of an e-mail attachment downloaded during synchronization?
Oracle Sales Cloud for Outlook and the Sales Cloud Server: How They Fit Together
What's a client configuration file?
What's a client deployment package?
What's a client configuration validation file?
What's a server configuration file?
25 Understanding Analytics and Reports
Sales Cloud Analytics and Reports: Overview
Customizing Sales Cloud Analytics and Reports: Overview
26 Understanding Audit Policies
Managing Audit Policies: Explained
What Oracle Sales Cloud objects can I enable to track their audit history?
Configuring Audit Business Object Attributes: Points to Consider
Configuring Audit: Highlights
Setting Up Functional Security for Audit: Worked Example
27 Understanding Customization, Extensibility, and Integration
Sales Cloud Customization, Extensibility, and Integration: Overview
28 Understanding Web Services
Oracle Sales Cloud Web Services: Explained
Oracle Sales Cloud RESTful Web Services: Explained
Oracle Sales Cloud SOAP Web Services: Explained
Import and Export Web Services: Explained
29 Understanding Import and Export
Bulk Export: Overview
File-Based Data Import and Export: Overview
Scripting on this page enhances content navigation, but does not change the content in any way.