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Oracle® Fusion Applications Sales Implementation Guide
11g Release 7 (11.1.7)
Part Number E20373-08
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25 Common CRM Configuration: Manage Mobile Sales Application Configuration

This chapter contains the following:

Manage Mobile Sales Application Configuration

FAQs for Manage Mobile Sales Application Configuration

Manage Mobile Sales Application Configuration

Oracle Fusion Mobile Sales: Overview

The Oracle Fusion Mobile Sales application enables mobile salespersons to track and update sales information on their smartphone, enabling them to keep up-to-date with sales activities in their enterprise while on the move.

Summary of Features

The key features of Mobile Sales include the following:

Implement Oracle Fusion Mobile Sales: Explained

Oracle Fusion Mobile Sales provides sales representatives with access to critical sales data and functionality using smart phones. Mobile Sales gives the field sales representative instant access to sales objects such as sales accounts, contacts, opportunities, leads, tasks, calendar, notes, and interactions. Sales representatives can access the data via the native applications on the Apple iPhone or Blackberry smartphone.

For the administrator, Oracle Fusion Mobile Sales allows complete control over what content to show on the mobile application. Administrators can choose existing or custom objects, including fields, to be displayed on the mobile phones.

Implementation Overview

After the prerequisite of implementing Oracle Fusion Sales, Mobile Sales requires very minimal setup. Mobile Sales is built using the same technical stack as the Oracle Fusion Sales application, and therefore re-uses much of the setup from that application.

Mobile Sales is integrated with the following other Oracle Fusion products or modules:

Mobile Sales leverages the setup from each of these components, and therefore does not need any explicit setup, except for the following areas:

Implementation Tasks

Implementing Mobile Sales involves setting profile options and, optionally, customizing the fields and objects that users can view on their mobile devices.

Set the following profile options:

To view and modify the mobile application profile options, within the Setup and Maintenance work area, search for the Manage Administrator Profile Values task. Once you find the task, select Go to go to the task. In the Profile Options search, select Mobile Sales as the application, and then select the profile you want to change.

For customization purposes, Mobile Sales is integrated with the same tool used for customizing the Sales application, Oracle Fusion CRM Application Composer. A simple five-step process guides administrators through the process of configuring specific fields and objects that users can manage on their mobile devices. To customize Mobile Sales, log in to CRM Application Composer and configure Mobile Sales pages.

Enabling the Around Me Feature: Worked Example

This example demonstrates how to enable the Around Me feature for Contacts on a smartphone. The Around Me feature uses your current location to run a proximity query on objects with location information, for example, Customers and Contacts.

Firstly, create latitude and longitude custom fields for Contacts; secondly, obtain map data from a third party, and create a script to populate the latitude and longitude custom fields; thirdly, open the Oracle Fusion Mobile Sales client on a smartphone, and specify a radius for the proximity query; and finally, check your updates are reflected in the Around Me feature.

Creating Custom Fields for Latitude and Longitude Entry on Contacts

  1. Navigate to the Application Composer by clicking Navigator, then under the Tools menu click Application Composer.
  2. Select the Common application.
  3. Expand the Standard Objects object and then expand the Trading Community Org Contact object.
  4. Click on the Fields object.
  5. On the Fields page, click Create on the Custom tab.
  6. Select Number and then click OK.
  7. On the Create Number Field page, create a Latitude field by completing the fields, as shown in this table:

    Field

    Value

    Display Label

    Latitude

    Indexed

    Yes

    Updateable

    Yes

    Searchable

    Yes


  8. Click Save and Close.
  9. On the Fields page, click Create on the Custom tab to create the Longitude field.
  10. Select Numberand then click OK.
  11. On the Create Number Field page, complete the fields, as shown in this table:

    Field

    Value

    Display Label

    Longitude

    Indexed

    Yes

    Updateable

    Yes

    Searchable

    Yes


  12. Click Save and Close.

Obtain Map Data from a Third-Party and Create a Script to Populate the Latitude and Longitude Custom Fields

  1. Obtain a map data license from a third party, such as NAVTEQ or Google.
  2. Create a custom script that will use the map data to populate the latitude and longitude columns when an address is either added or updated.

Specify a Radius for the Proximity Query

  1. Open the Oracle Fusion Mobile Sales client, and then tap on the Settings button.
  2. Select Radius and specify a radius for the proximity query in miles or kilometres.

Check Your Updates to the Around Me Feature

  1. Tap on Around Me and view the objects that have the Around Me feature, such as Opportunities, Contacts, and Customers.
  2. Tap on Contacts and check that Contacts within the specified proximity are displayed on the map.

Mobile Sales Extensibility: Explained

Oracle Fusion CRM Application Composer lets implementors customize the Oracle Fusion Mobile Sales iPhone and BlackBerry applications. Using Application Composer, implementors can manage which objects and fields are visible on the Mobile Sales application without having to do specific customizations for any particular device.

Implementors can manage the following for the mobile sales application:

Testing Oracle Fusion Mobile Sales Customizations Using a Sandbox: Worked Example

The following steps illustrate how to test Oracle Fusion Mobile Sales (Mobile Sales) customizations using a sandbox. Sandboxes are standalone environments where you can define and test customizations, before deploying the customizations to the main Oracle Fusion application. It is recommended that you test all of your customizations in a sandbox before publishing them to the main application.

Note

Refer to the Oracle Fusion Applications Extensibility Guide for more information about sandboxes.

In this topic you will use the Oracle Fusion CRM Application Composer to customize Mobile Sales pages or objects in a sandbox environment, and then view your customizations on your smartphone prior to publishing the changes.

Open a Sandbox

  1. Log in to Oracle Fusion CRM with a user that has a Customer Relationship Management Administrator job role.
  2. Navigate to the Administration menu in the global area of the application and select the Manage Sandboxes menu item.
  3. Select the sandbox in which you wish to make your customizations. You may need to make a sandbox active, or create a sandbox, if a suitable sandbox does not exist. Refer to the Setting Up Sandboxes chapter of the Oracle Fusion Applications Extensibility Guide for more information about creating sandboxes.

Configure Oracle Fusion Mobile Sales Using the Oracle Fusion CRM Application Composer

  1. Open the Oracle Fusion CRM Application Composer by selecting Application Composer under the Tools category in the Navigator menu.
  2. Select the application you want to customize within Application Composer, and then select the parent object you want to configure.
  3. Select the Pages node in the navigation tree, and then select the Mobile Pages tab to see the mobile configuration options for the parent and its child objects.
  4. Configure the mobile pages as desired and log out of the Oracle Fusion CRM application.

Check Your Customizations in the Oracle Fusion Mobile Sales Application

  1. Log in to Oracle Fusion CRM as an Oracle Fusion Mobile Sales user that has a Sales Representative, Sales Manager, or Sales Vice President job role.
  2. Select the sandbox that contains your customizations.
  3. Keeping the Oracle Fusion CRM browser window open on your laptop or PC, open Oracle Fusion Mobile Sales on your smartphone and log in using the same user you used to log in to Oracle Fusion CRM. Logging in as the same user in step 1 enables you to view the sandbox you selected in step 2 on your smartphone's Mobile Sales application. Note that only your user is accessing the sandbox on the Mobile Sales application (as long as the Oracle Fusion CRM browser window is open); all other users will view only the published version of the application.
  4. Check the pages you have customized to ensure that they are working as expected.
  5. To distribute your customizations to all Mobile Sales users you will need to publish your sandbox. Refer to the Publishing Sandboxes chapter of the Oracle Fusion Applications Extensibility Guide for more information about publishing sandboxes.

FAQs for Manage Mobile Sales Application Configuration

What are the supported platforms for Oracle Fusion Mobile Sales?

The Oracle Fusion Mobile Sales client is supported on the following Apple and BlackBerry platforms and devices:

How can I disable the synchronization of Calendar entries and Contacts to a smartphone?

You can disable, or enable, the Calendar and Contacts synchronization buttons on the sign out page. Navigate to Setup and Maintenance and go to the Manage Administrator Profile Values task. Search for the Enable Calendar Synchronization and Enable Contact Synchronization profile options, and set the options to either Y (to enable synchronization) or N (to disable synchronization). The default profile option values are set to Y.

How can I change the default filter criteria for contacts, customers, and opportunities that are displayed on mobile devices, such as a Blackberry or iPhone?

Navigate to the Application Composer, find the Sales object that you want to alter (for example, a Contact or Opportunity), and expand the view of the Sales object. Click on Pages and then the Mobile Pages tab. Edit the Sales object, and select the desired Configure Filter for List View option.

How can I add an Oracle Business Intelligence report to Oracle Fusion Mobile Sales?

Navigate to the Application Composer, select the Sales application, and select Mobile Pages under the Common Setup list. In the Mobile Pages page, select Manage Mobile Reports and create the report, entering the Oracle Business Intelligence Analyses report details. Finally, add the report to the Mobile Reports Springboard page, or the Mobile Reports Sales Account page, by selecting either Configure Mobile Reports: Springboard or Configure Mobile Reports: Sales Account.

Note that you can add Oracle Business Intelligence Analyses reports, but you cannot add Oracle Business Intelligence Publisher reports.

How can I display a list of Products for a Revenue Item?

Navigate to Setup and Maintenance and search for the Manage Product Group Usage task. Select the Miscellaneous tab and find Hide products for Oracle Fusion Mobile Sales. Set the value to No to display a list of Products and therefore enable users to attach a Product to a Revenue Item. If required, users will still be able to attach a Product Group to a Revenue Item, as well as a Product.

If a Product list is not displayed then a user will only be able to attach a Product Group to a Revenue Item.

How can I set up the automatic saving of passwords on users' smartphones?

Administrators can choose to enable or disable the automatic saving of passwords on users' smartphones by setting the Password Save on Phone Enabled profile option within the Manage Administrator Profile Values task.

What happens if I customize an Oracle Business Intelligence report that is displayed by Oracle Fusion Mobile Sales?

The customized version of the Oracle Business Intelligence report will be displayed on users' smartphones. Also, any filters you have created for the report will reflect the changes you have made to the report.

Why can't I access Oracle Fusion CRM Mobile Sales?

You need to have a Mobile CRM Sales Representative duty role to be able to access Oracle Fusion CRM Mobile Sales. The delivered, 'out of the box' application has this role granted in the sales_representative, sales_manager, and sales_VP job roles.

How do I install the Oracle Fusion Mobile Sales iPhone application?

Using your iPhone, log onto iTunes and access the App Store. Search for the Oracle Fusion Mobile Sales application and download. Enter your username, password, and the Oracle Fusion CRM server details to sign into the client. When you enter the Oracle Fusion CRM server details, you will need to enter the CRM server location - this will be the same location as the deployed Oracle Fusion Sales application, for example, crm-sales.example.com.