12 Oracle Fusion Sales and Oracle Fusion Opportunity Management Extensibility

Oracle Fusion Sales and Oracle Fusion Opportunity Management Extensibility : Overview

• Each Oracle Fusion Sales and Oracle Fusion Opportunity Management object, and how to extend those objects using Oracle Fusion CRM Application Composer

• How to customize Oracle Fusion Sales and Oracle Fusion Opportunity Management pages using Page Composer

Customizing Sales Pages : Explained

Understanding Which Oracle Fusion Sales Pages Are Extensible

To customize Sales Competitor and Sales Reference Customer pages, you need to know which pages and regions are extensible, and which objects to select in the Application Composer to customize those pages.

The Oracle Fusion Sales Competitor and Sales Reference Customer objects that are associated with Sales pages are:

• Sales Competitor

• Sales Reference Customer

The following table lists Sales Competitor and Sales Reference Customer pages and regions, and the related objects that you can access in the Application Composer to customize those pages. For example, the Edit Competitor page is extensible. To create custom fields that you can later add to the Edit Competitor page, you must select the Competitor object in the Application Composer and create your custom fields.

Next, expose those custom fields that you created by accessing the appropriate Application Composer configuration page, listed in the following section.

Adding Your Changes to the Runtime Application

To add custom fields to the Sales Competitor and Sales Reference Customer regions listed in the table above, first create your custom fields using the Application Composer. Next, use the Application Composer's configuration pages to add those custom fields to the desired Sales Competitor and Sales Reference Customer regions. You access the configuration pages in the Application Composer from the Pages nodes under the following objects: Sales Competitor and Sales Reference Customer.

To access the Sales Competitor and Sales Reference Customer configuration pages:

1. Select the Sales application on the main Overview page.

2. In the object tree, select the object whose pages or regions you want to customize. For example, select the Sales Competitor object.

3. Next, select the select the Pages node for the object.

The following table indicates which Competitor and Sales Reference Customer objects populate which Sales Competitor and Sales Reference Customer pages and regions, as well as the Application Composer configuration pages where you can make user interface changes on those pages and regions.

Note that in the Sales area in the Application Composer screens, you can also make changes to the Oracle Fusion Base Sales pages, including the competitors and reference customer regions and fields. For more information on customizing these areas, see the topic, Customizing Sales Pages Using Application Composer: Explained.

Understanding Which Oracle Fusion Opportunity Management Pages Are Extensible

To customize Opportunity Management pages, you need to know which pages and regions are extensible, and which objects to select in the Application Composer to customize those pages.

The Sales objects that are associated with opportunity pages are:

• Opportunity

• Opportunity Contact

• Opportunity Revenue

• Opportunity Team Member

The following table lists Opportunity Management pages and regions that you can access in the Application Composer to customize those pages. For example, in the Edit Opportunity page, both the summary portion and the details portion, are extensible. To create custom fields that you can later add to the Edit Opportunity page, you must select the Opportunity object in the Application Composer and create your custom fields.

Next, expose those custom fields on the opportunity page or region by accessing the appropriate Application Composer configuration page, listed in the following section.

Adding Your Changes to the Runtime Application

To add custom fields to the Opportunity Management regions listed in the table above, first create your custom fields using the Application Composer. Next, use the Application Composer's configuration pages to add those custom fields to the desired Opportunity Management regions. You access the configuration pages in the Application Composer from the Pages nodes under the following objects: Opportunity, Opportunity Contact, Opportunity Revenue, and Opportunity Team Member.

To access the Opportunity Management configuration pages:

1. Select the Sales application on the main Overview page.

2. In the object tree, select the object whose pages or regions you want to customize. For example, select the Opportunity object.

3. Next, select the select the Pages node for the object. For a few objects, you can only customize fields, not pages or regions. For those objects, a Pages node will not be available.

The following table indicates which opportunity objects populate which Opportunity Management pages and regions, as well as the Application Composer configuration pages where you can make user interface changes on those pages and regions.

Customizing the Sales Dashboard

The Sales dashboard consists of a regional pane and a local pane. The local pane has two subtabs: Home and Pipeline. To customize the Sales dashboard, use the following steps:

1. Navigate to the dashboard page.

2. Select Customize Home Pages... from the Administration global menu.

In the Design Mode at the Site and Job Role layers, you can do the following customization tasks:

• Change the local area layout. For example, you can change a two-column layout to a three-column layout. (Eight layouts are available.)

• Add, rename, or remove Sales dashboard subtabs (except for the predefined Home tab).

• Expand or collapse the dashboard Regional pane (or move the splitter location).

• Add or remove panel boxes to or from the dashboard local area.

• Add predefined content to the dashboard panel.

• Edit the dashboard panel box properties: show or hide box, reorder child regions, display options, and style.

• Add, edit, or remove from dashboards the ADF components, for example, regions, hyperlinks, images, text boxes, movable boxes, and web pages.

The Direct Selection Mode customizations are available at the Site and Job Role layers. You can do the following customization:

• Change the order of links in the Tasks regional bin.

Customizing Oracle Fusion Sales Pages

To customize Oracle Fusion Sales pages, you must have Sales Administrator privileges.

1. Navigate to the Sales work area.

2. Navigate to the page that you want to customize, for example, the Edit Opportunity and Revenue Item pages.

3. You can launch Page Composer in any of these pages by selecting Administration, Customize work area Pages.....

You can do the following customizations:

• Hide or show a field.

• Change a field label.

• Make a field required or not.

• Make a field read-only or updateable.

• Reorder fields in a form.

• Reorder table columns.

• Hide or show table columns.

• Set table column width and minimum width in percent or pixels.

• Enable or disable column sorting.

Customizing Oracle Fusion Sales Pages Using Page Composer : Worked Example

Prerequisites

Before you begin, consider the following setup requirements or prerequisites:

• You will perform this task as a user with the Sales Administrator job role.

• You will first make the custom changes in a Page Composer sandbox and then roll the changes out to all users with the Sales Representative job role by publishing the sandbox. Therefore, before you begin, familiarize yourself with your organization's process for creating and publishing Page Composer sandboxes.

Invoking Page Composer Edit and Direct Selection Modes

First, invoke Page Composer's edit mode:

1. Sign in to the application as a user with the Sales Administrator job role.
2. From the Navigator, select Opportunities.
3. Drill into an opportunity record: Select the name hyperlink of an opportunity in the list.

   The edit page for the opportunity you selected opens.

4. Select the Administration menu option in the global region.
5. Select the Customize Opportunities Pages menu option.

   The Customize Opportunities Pages dialog appears.

6. In the Customize Opportunities Pages dialog box, check the Edit option for the Job Role layer.
7. In the Value column next to Job Role, select Sales Representative from the drop list.
8. Select OK.

   The page opens in Page Composer design mode. A bar appears across the top of the page along with the text, "Editing: Opportunities" and "Edit Layer: Job Role".

9. Next, toggle Page Composer to Direct Selection mode: Select the Select icon in the global region.

   Direct Selection mode is now invoked, allowing you to make field-level changes.

Hiding a Field and Changing the Order of a Field

To hide the Worst Case field and change the order of the Attachments and Partners fields, use the following steps:

Making a Field Read-Only

To make the Win Probability field read-only, use the following steps:

Making a Field Required and Unsortable

To make the Quantity column in the Revenue Items table required and not able to be sorted, use the following steps:

Committing Your Changes

When you are ready to commit your customization changes to the main line, perform these steps:

1. Select the Close button in the global region to sign out of Page Composer editor.
2. Select the Administration global menu.
3. Select Manage Sandboxes.
4. Select the row of the sandbox where you built your customization.
5. Select the Publish button to commit your changes.

Verifying Your Changes

Verify your customizations by using the following steps:

1. When you are done with your changes, click Close in the header to sign out of Page Composer.
2. Sign out of Oracle Fusion Applications.
3. Sign as a user with the Sales Representative role.
4. Navigate to the opportunity record that you edited, and verify the following:

   • The Additional Details region is expanded by default.

   • The Worst Case field is not visible.

   • The Win Probability (%) field is read-only.

   • The Attachments field is below the Partners field.

   • The Quantity column is marked as required with an asterisk, and it is not sortable.

Customizing the Sales Dashboard Using Page Composer : Worked Example

Prerequisites

Before you begin, consider the following setup requirements or prerequisites:

• You will perform this task as a user with the Sales Administrator job role.

• You will first make the custom changes in a Page Composer sandbox and then roll the changes out to all users with the Sales Representative job role by publishing the sandbox. Therefore, before you begin, familiarize yourself with your organization's process for creating and publishing Page Composer sandboxes.

Invoking Page Composer Edit Mode

You must invoke Page Composer's edit mode:

1. Sign in to the application as a user with the Sales Administrator job role.
2. From the Navigator, select Sales Dashboard. Or, select the Sales tab on the landing page.
3. Select the Administration menu option in the global region.
4. Select the Customize Opportunities Pages menu option.

   The Customize Opportunities Pages dialog appears.

5. In the Customize Opportunities Pages dialog box, check the Edit option for the Job Role layer.
6. In the Value column next to Job Role, select Sales Representative from the drop list.
7. Select OK.

   The page opens in Page Composer design mode. A bar appears across the top of the page along with the text, "Editing: Sales" and "Edit Layer: Job Role".

Adding a New Subtab to the Dashboard

Now, add a new, blank subtab (or page) to the dashboard:

1. With Page Composer still in design mode, in the subtab bar on the Sales dashboard, click the + Tab tab.
2. Type "Quota" in the text box to rename the subtab.
3. Select the Rename this tab button.

   The subtab now appears with the Quota name.

Adding Reports to the Subtab

Next, add reports to the Quota subtab:

1. With Page Composer still in design mode, select the Add Content button in one of the portlets present on the page.
2. In the Add Content dialog box, open the Oracle Business Intelligence folder.
3. Open the Shared Sales Reports folder.
4. Open the Sales Quota Management folder.
5. Select the Add icon next to the Resource Quota History Chart link.

   In the background, the report will be added to the page. The Add Content dialog will remain open.

6. Select the Add icon next to the Territory Quota History Bar Chart.

   In the background, the report will be added to the page. The Add Content dialog will remain open.

7. Close the Add Content dialog.

   You now have reports on the page.

Changing the Layout of Dashboard

Optionally, you can change the layout of the page from the default three-column layout, following these steps:

1. With Page Composer still in design mode, select the Layout button in the upper right corner of the dashboard page.
2. Select one of the layout options from the choices presented.

Committing Your Changes

When you are ready to commit your customization changes to the main line, perform these steps:

1. Select the Close button in the global region to sign out of Page Composer editor.
2. Select the Administration global menu.
3. Select Manage Sandboxes.
4. Select the row of the sandbox where you built your customization.
5. Select the Publish button to commit your changes.

Verifying Your Changes

Finally, sign in to the applications as a salesperson and verify your changes:

1. Select the Close button in the global region to sign out of Page Composer editor.
2. Sign out of Oracle Applications.
3. Sign in as a user with the Sales Representative role.
4. Navigate to the Sales Dashboard: Select Sales Dashboard from the Navigator or select the Sales tab on the landing page.
5. Verify that the Quota tab is present and the reports are displaying as expected.

Creating Opportunity Saved Searches by Job Role Using Page Composer : Worked Example

Prerequisites

Before you begin, consider the following setup requirements or prerequisites:

• You will perform this task as a user with the Sales Administrator job role.

• You will first make the custom changes in a Page Composer sandbox and then roll the changes out to all users with the Sales Representative job role by publishing the sandbox. Therefore, before you begin, familiarize yourself with your organization's process for creating and publishing Page Composer sandboxes.

• Set the profile option, Require Additional Criteria for Opportunity Search Enabled (MOO_SRCH_ADDL_CRITERIA_REQD), according to your business requirements. Set it to Yes to require additional criteria in the search (for example, Opportunity Name or Opportunity Number) other than the required fields.

Invoking Page Composer Edit Mode

First, invoke Page Composer's edit mode:

1. Sign in to the application as a user with the Sales Administrator job role.
2. From the Navigator, select Opportunities.
3. Select the Administration menu option in the global region.
4. Select the Customize Opportunities Pages menu option.

   The Customize Opportunities Pages dialog appears.

5. In the Customize Opportunities Pages dialog box, check the Edit option for the Job Role layer.
6. In the Value column next to Job Role, select Sales Representative from the drop list.
7. Select OK.

   The page opens in Page Composer design mode. A bar appears across the top of the page along with the text, "Editing: Sales" and "Edit Layer: Job Role".

Creating and Running the Search

Next, create and run the custom search.

Before beginning this portion of the example, consider the following concepts:

• Sales opportunities (and other CRM objects like leads) have the concept of record sets.

• Record sets represent your data set, or the data you have access to.

• A record represents a single opportunity and a record set represents multiple opportunities.

• Opportunities have inherent data security on them that depends on your membership in the sales team and territory hierarchy.

In this example, you are creating a saved search based on:

• Record sets where the salesperson is on the sales team;

• Opportunity close dates that fall within the current and next quarters of the calendar; and

• Opportunities in open status.

1. With Page Composer edit mode invoked, open the Search panel in the Opportunities overview page/workarea.
2. Set up the search criteria for the new saved search, using the values in the following table:

   Criteria	Value
   Record Set	Records where I am on the team
   Close Period	Equals: Current and Next Quarter
   Status	Equals: Open

   
   

3. Run the search: Select the Search button.
4. Save the search: Select the Save button.
5. In the Create Saved Search dialog box, enter a meaningful name in the Name field. For example, enter All Opportunities in My Team.
6. Set these other options, as desired:

   • Set as Default: This option makes the saved search the default in the drop-list of saved searches.

   • Run Automatically: This option makes the saved search run automatically when users navigate to the search panel in Opportunities work area.

7. Select OK.

Committing Your Changes

When you are ready to commit your customization changes to the main line, perform these steps:

1. Select the Close button in the global region to sign out of Page Composer editor.
2. Select the Administration global menu.
3. Select Manage Sandboxes.
4. Select the row of the sandbox where you built your customization.
5. Select the Publish button to commit your changes.

Verifying Your Changes

Finally, sign in to the applications as a salesperson and verify your changes:

1. Select the Close button in the global region to sign out of Page Composer editor.
2. Sign out of Oracle Applications.
3. Sign in as a user with the Sales Representative role.
4. Navigate to the Opportunities work area.
5. Confirm that the saved search you created is the default saved search and that it loads automatically.

Extending Simplified Pages for Opportunities : Explained

The pages that are available for extensibility using Application Composer are listed below, and are described in this topic.

• Opportunity overview table

• Create Opportunity page

• Edit Opportunity page

Opportunity Overview Table

You can extend the following items in the Opportunity overview table:

• Hide or show existing fields.

• Reorder columns.

• Change column labels.

• Add custom fields (all types).

This figure shows the Opportunities overview page.

Extending Simplified Pages for Opportunities Using Oracle Fusion CRM Application Composer : Worked Example

Extending Simplified Pages for Opportunities Using the Application Composer

Extending Simplified Pages for Opportunities using Page Composer : Worked Example

You can extend simplified pages using Page Composer. Perform the changes in sandbox to test it first.

This example demonstrates how you can hide the Include in Forecast field for a sales representative in the Opportunities page and leave it available for the rest of the roles.

Extending Simplified Pages for Opportunities Using Page Composer

The steps to hide the Include in Forecast field for a sales representative are: