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
Implementation Projects: Explained
Implementation Project Task Lists: Explained
Offering Related Documents: Explained
What's a functional area?
Migrating Data Between Environments: Points to Consider
3 Using Profile Options, Lookups, and Scheduled Processes
Profile Options, Lookups, and Scheduled Processes: Overview
Profile Options: Explained
How can I access predefined profile options?
Importing Profile Values: Procedure
File Format for Importing Profile Values: Explained
Lookup Types: Explained
How can I access predefined lookups?
How can I edit lookups?
Why can't I see my lookup types?
Importing Lookups: Procedure
File Format for Importing Lookups: Explained
Scheduled Processes: Explained
Viewing Details About Predefined Scheduled Processes: Procedure
4 Setting Up Users and Security
Defining Security: Overview
Defining Setup Users: Overview
Understanding Sales Resources
About the Sales Administrator
Records Transfer Between Users
Transferring Records Between Users: Explained
Transferring Records Between Users: Procedure
5 Setting Up Common Components
Defining Sales Cloud Common Components: Overview
Setting Up Activity Notification: Explained
Setting Up Call Reports: Points to Consider
Changing Activity Calendar Colors: Worked Example
Define Application Toolkit Configuration: Overview
Approval Management: Highlights
What is the size limit for attachment files in Oracle Sales Cloud?
Attachments Troubleshooting: Explained
Creating the Accounting Calendar
Oracle Sales Cloud CTI: Highlights
Configuring PSTN Gateway Address Using Topology Manager: Worked Example
Configuring Flexfields: Overview
How can I access predefined flexfields?
Setting Up Help: Overview
Setting Up Sales Lightbox: Points to Consider
Common Messages: Points to Consider
Understanding Default Navigation Components
Defining Notes: Points to Consider
Setting Up the Watchlist: Overview
How can I enable the privacy statement?
Public Unique Identifier: Explained
6 Setting Up Business Units
Multiple Business Units in Sales Cloud: Overview
Initial Tasks for Business Units
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 for Business Units
Business Units and Reference Data Sets: How They Work Together
7 Setting Up Geographies and Territories
Defining Geographies: Overview
Territory Management Features: Overview
Implementation Concepts for Territories
Territory Components: How They Work Together
Modeling Territories: Points 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
Exposing the Excluded Customers Region: Procedure
Source and Recipient Territories: How They Work Together
Creating a Territory Inheritance: Procedure
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: Overview
Implementation Concepts for Assignment
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
Custom Assignment Flows: Explained
Custom Assignment of Territories: Points to Consider
Publishing Assignment Changes
Publishing Assignment Information: Explained
Sales Account Assignment Object: Explained
Account Territory Member Access: Explained
When are territories assigned to 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?
Deal Protection on Opportunities: Explained
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 Is 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
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 Multiple Currencies
Setting Up Multiple Currencies: Overview
Initial Tasks for Currencies
Setting Up Multiple Currencies
Implementation Concepts for Currencies
Defining Currencies: Points to Consider
Revalue Opportunity Currency Process: Explained
Entering Daily Rates Manually: Worked Example
Updating Currency Rates: Worked Example
10 Setting Up Search
Setting Up Sales Cloud Search: Overview
Work Area Search
Enabling Alphabetic Sort in Work Area Lists: Procedure
Optimizing Search Indexes to Speed Up Work Area Searches
Modifying Work Area Search Behavior
Customizing Record Set Values: Procedure
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: Procedure
Managing Alternate Words for Global Search: Points to Consider
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 Accounts and Contacts
Customer Data Management: Overview
Accounts and Contacts
Oracle Sales Cloud Accounts, Contacts, and Households: Explained
Manage Contact Preference Information: Explained
Enabling Do Not Contact Functionality: Procedure
Enabling Multiple Addresses: Explained
Enabling Address Usage for an Account, Contact, or Household: Procedure
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
How can I set Customer as the default account type?
Customer Navigation Trees
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 personalize account and contact trees?
Integration with Third Parties
Third-Party Integrations for Oracle Sales Cloud Customers: Explained
12 Setting Up Products
Sales Products: Overview
Initial Tasks for Sales Products
Setting Sales Products Item Master Profile Option: Procedure
Working with Sales Products: Procedures
Implementation Concepts for Sales Products
Implementation Considerations for Sales Products
Sales Products and PIM: How They Work Together
Sales Product Business Object Logic: Explained
13 Setting Up Sales Catalogs
Sales Catalogs: Overview
Creating a Sales Catalog: Getting Started
Enabling the Sales Catalog
Adding Products to the Catalog: Procedure
Validating the Sales Catalog
Running Refresh Denormalized Product Catalog Table Process
Additional Implementation Concepts for Catalogs
Creating a Sales Catalog: Worked Example
Reusing a Sales Catalog: Worked Example
Configuring Sales Catalog Usage: Explained
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?
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?
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 Price Books
Price Books: Explained
Working with Price Books: Procedures
15 Setting Up Promotions
Sales Promotions: Overview
Working with Sales Promotions: Procedures
16 Setting Up Leads
Lead Management: Overview
Implementation Concepts for Leads
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
17 Setting Up Opportunities
Sales Methods, Sales Stages, and Sales Coach
Sales Methods, Sales Stages, and Sales Coach: Overview
Sales Stages: Explained
Managing Opportunity Sales Methods and Stages
Configuring Sales Methods and Stages
Associating Sales Coach and Other Elements with Sales Stages: Explained
Adding Task and Assessment Templates to Sales Stages
Associating Assessment Templates with Opportunities: Explained
Associating Task Templates with Opportunities: Explained
Setting Default Sales Method Profile Option
Setting Up Sales Statuses
What QBE values are supported in the Sales Status setup page?
About Setting Up Opportunity Closing
Close Opportunity Page Save and Cancel Behavior: Explained
Setting the Close Opportunity Profile Options
How Sales 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
18 Setting Up Opportunity Revenue
Setting Up Opportunity Revenue: Points to Consider
Forecasted Revenue in Opportunities: Explained
Setting Opportunity Revenue Forecast Criteria
Sales Credits: Overview
Enabling Sales Credits
Recurring Opportunity Products: Overview
Enabling Recurring Opportunity Products
Customizing Fields for Recurring Opportunity Products
19 Setting Up Competitors
Sales Competitors: Overview
Managing Sales Competitors: Procedures
Associating Competitors with Product Groups: Procedure
Enabling Competitors on Opportunity Product Lines
20 Setting Up Assessments
Initial Tasks for Assessments
Creating Assessment Templates: Procedure
Implementation Concepts for Assessments
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
21 Setting Up Task Templates
Task Templates: Explained
Initial Tasks for Task Templates
Creating a Task Template: Procedure
Implementation Concepts for Task Templates
Defining Tasks: Points to Consider
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?
22 Setting Up Forecasting
Sales Forecasting Features: Overview
Initial Tasks for Forecasting
Implementing Forecasting: Overview
Generating Forecast Submission Windows and Setting Forecasting Options
Implementing Unit Forecasting
How can I display my own graphs in Forecasting?
Implementation Concepts for Forecasting
Sales Forecast Components: How They Work Together
Unadjusted Forecast Criteria: Explained
Overlay Forecasting: Explained
Territory Freeze Date: Explained
Managing Forecasts for Others: Explained
Forecasting: Available Metrics
Forecast Period Parameters: Examples
What's an adjustment period?
When do I realign territories?
Forecast Processes: Explained
Forecast Synchronization: Explained
23 Setting Up Predictions
Sales Prediction: Overview
Initial Tasks for Sales Predictions
Getting Started with Sales Prediction: Prerequisites
Implementation Concepts for Sales Predictions
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?
24 Setting Up Quotas
Sales Quota Management: Overview
Sales Quota Plan Components: How They Work Together
Sales Goals: Explained
Territory Quota Formulas: Explained
What's a spread formula?
Managing Sales Quota Plans: Worked Example
Scheduling Quota Processes
What happens if I select Calculate Default Territory Quota?
What's the difference between territory and resource quota start and end dates?
Who is a territory administrator?
Published Quotas: Explained
Resource Quota and Incentive Compensation: How They Work Together
Sales Quotas Export and Import: Overview
Using Export and Import to Modify Sales Quotas: Procedure
What's a variance?
What's an adjustment?
Quota Import References
Territory Quota Import File Reference
Territory Period Quota Import File Reference
Resource Quota Import File Reference
Resource Period Quota Import File Reference
25 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
User Access to Partner Opportunities: Explained
Creating a Custom Workflow for Channel Sales: Procedure
Setting Up Deal Registration for Partner Channel Sales
Implementing MDF for Channel Sales: Critical Choices
Configuring Partner Business Plans and Objectives for Channel Sales: Points to Consider
Configuring Tiers for Partner Programs: Explained
26 Setting Up Social Networking
Setting Up Social Networking: Overview
Initial Tasks for Social Networking
Setting Up Conversations in Sales Cloud
Enabling Social Networking for Partners: Explained
Setting Up WebCenter Spaces: Points to Consider
Synchronizing Social Objects
Synchronize Business Objects: Explained
When do I synchronize business objects?
What happens if I synchronize business objects?
27 Setting Up Mobile Applications
Setting Up Mobile Applications: Overview
Mobile Sales: Overview
Implementing Mobile Sales: Explained
How can I automatically populate the host information for Mobile Sales users?
What are the Mobile Sales supported platforms?
Finding the Host URL: Worked Example
How can I disable Calendar and Contacts synchronization?
How can I change certain default filter criteria?
How can I set up the automatic saving of passwords?
How can I enable selectable address fields?
How can I set up automatic logging of e-mails and calls?
Mobile Sales Extensibility: Explained
Testing Mobile Sales Customizations: Worked Example
Adding a BI Report to Mobile Sales: Procedure
What happens if I customize a BI report for Mobile Sales?
Creating a Mobile Sales Account Contextual Report: Procedure
Dynamic Choice Lists in Mobile Sales: Explained
Adding a BI Mobile Application Designer Report to Mobile Sales: Procedure
Can I delete Around Me custom fields?
Call Report Mobile: Overview
Installing Call Report for iPhone: Procedure
Installing Call Report for Android: Procedure
How can I change the server URL for Call Report?
Finding Your Company's Host URL for Oracle Sales Cloud Call Report and Deal Management Applications: Worked Example
How can I automatically populate the host URL for Call Report users?
Enabling Call Report Sharing: Procedure
Deal Management Mobile: Overview
Installing Deal Management for iPhone: Procedure
Installing Deal Management for Android: Procedure
Finding Your Company's Host URL for Oracle Sales Cloud Call Report and Deal Management Applications: Worked Example
How can I automatically populate the host, port number, and SSL setting for Deal Management mobile application users?
Setting Up Mobilytics: Explained
Configuring Mobilytics: Explained
Installing Voice: Procedure
28 Setting Up Outlook
Overview of Oracle Sales Cloud for Outlook
Initial Tasks for Outlook
Implement Oracle Sales Cloud for Outlook: Explained
Creating Deployment Packages: 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?
Implementation Concepts for Outlook
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?
29 Understanding Analytics and Reports
Sales Cloud Analytics and Reports: Overview
Customizing Sales Cloud Analytics and Reports: Overview
30 Understanding Audit Policies
Managing Audit Policies: Explained
What Oracle Sales Cloud objects can I enable to track their audit history?
Implementation Concepts for Audit Policies
Configuring Audit Business Object Attributes: Points to Consider
Configuring Audit: Highlights
Setting Up Functional Security for Audit: Worked Example
31 Understanding Customization, Extensibility, and Integration
Sales Cloud Customization, Extensibility, and Integration: Overview
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
Cross-Origin Resource Sharing
Managing Profile Option Values for CORS Headers: Points to Consider
32 Understanding Import and Export
Understanding Import and Export: Overview
Bulk Export: Overview
File-Based Data Import and Export: Overview
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