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
Related Documents: Explained
Feature Choices: Explained
What's a functional area?
3 Setting Up Implementation Users
Defining Implementation Users: Overview
4 Setting Up Security
Defining Security: Overview
5 Setting Up Sales Resources
Understanding Sales Resources
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
Who Controls Territory Definitions: Critical Choices
When does a territory administrator define territories?
Territories Defined by Dimensions: Explained
Territory Dimension Administration: Explained
Preparing to Use Customers to Define Territories
Preparing the Geography Dimension: Explained
Preparing the Product Dimension: Explained
Preparing the Partner 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
When do I restore territories?
Restore Territories Process
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
Mapping Set Components: How They Work Together
Creating Assignment Mappings: Examples
Rule Set 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
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 a sales 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 Sales 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 Common Components
Defining Sales Cloud Common Components: Overview
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 Sales Cloud Search: Overview
Optimizing the Search Indexes to Speed Up Work Area Searches
Setting Up the Watchlist: Overview
Setting Up the Mapping Service for Contextual Addresses: Points to Consider
How can I enable the privacy statement?
Public Unique Identifier: Explained
11 Understanding Customer Information
Customer Center: Overview
Customer Data Management in Oracle Sales Cloud: Overview
Accounts and Contacts
Manage Contact Preference Information: Explained
Enabling Multiple Addresses: Explained
Making the Account Field Required for Contacts: Procedure
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
12 Setting Up Sales Catalogs
Sales Catalogs: Overview
Creating a Sales Catalog: Getting Started
Configuring Sales Catalog Usage: Explained
Creating a Sales Catalog: Worked Example
Reusing a Sales Catalog: Worked Example
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: Explained
How can I change sales catalog button labels?
Changing Display Options for Product Group Categories: 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?
Changing Product Group Usage: Worked Example
Product Group Eligibility
Eligibility Rules for Product Groups: Explained
Product Group Promotions
How can I associate promotions with a product group?
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?
13 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
14 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
Forecasted Revenue in Opportunities: Explained
Setting Opportunity Revenue Forecast Criteria
About Setting Up Opportunity Closing
Benefits of a Dedicated Close Opportunity Flow: Explained
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
Service Cloud (RightNow) Integration
Integrating Service (RightNow CX) with Opportunities
15 Setting Up Assessments
Creating Assessment Templates
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
16 Setting Up 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?
17 Setting Up Sales Forecasting
Define Sales Forecasting Configuration: Overview
Sales Forecast Components: How They Work Together
Unadjusted Forecast Criteria: Explained
Nonrevenue Forecasting: Explained
Territory Freeze Date: Explained
Forecast Period Parameters: Examples
What's an adjustment period?
What's a forecast criteria override?
What's a metric?
What is pipeline?
What's closed revenue?
What is quota?
What's an expected forecast?
What's a best case forecast?
What's a worst case forecast?
When do I realign territories?
How can I display my own graphs in Forecasting?
Refresh Forecast Process
Forecast Synchronization: Explained
18 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?
19 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
Managing Sales Quota Plans: Worked Example
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?
Territory Quota Formulas: Explained
What's a spread formula?
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
20 Setting Up Partner Relationship Management
Partner Relationship Management: Overview
Setting Up Channel Sales
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
Administering the Partner Portal
Managing Your Company Information in the Partner Portal: Explained
Managing Your User Information in the Partner Portal: 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
21 Understanding 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?
22 Understanding Social Networking
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 Sales
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?
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?
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 Import and Export
Bulk Export: Overview
File-Based Data Import and Export: Overview
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