3Setup Process Overview

This chapter contains the following:

Setup Tasks Completed for You in Oracle Sales Cloud

Oracle completes the setup tasks listed in this topic according to the information you provided when you signed up for Oracle Sales Cloud. You can verify or edit the values for each task using the navigation provided in this topic.

Note

If you purchased Oracle Sales Cloud together with another cloud service, such as Oracle Global Human Resources Cloud or Oracle Enterprise Resource Planning (ERP) Cloud, then your environment will have a different starting point.

The following table lists the completed tasks in the order they are implemented. You can review each setup task and make any necessary changes by searching for the task name in the Setup and Maintenance work area and clicking the Go to Task button.

What Oracle Enters for You Description Setup Task Name

Your company name

Oracle enters the company name you provided. Most of the other fields on the Edit Enterprise page are for human capital management (HCM) purposes, and so they are not relevant for Oracle Sales Cloud. One exception is the User and Role Provisioning Information region that you can use to modify options for creating users. These options are covered in separate topics and not relevant here.

Manage Enterprise HCM Information

Your corporate address

This is the address you provided. As a best practice, use the same legal corporate address used for tax information. To review and edit the address, you must search for it first by the country where it is located. If you do make any changes, you must remember to click Save and Close for the changes to be saved.

Manage Legal Address

A legislative data group (for internal application purposes only)

The legislative data group is required for creating a legal employer. Legislative data groups are used for partitioning payroll and related data so they are not important unless you have such integrations. At least one legislative data group is required for each country where the enterprise operates. Sales Cloud-only implementations require only one data group. Oracle enters the legislative data group name as the enterprise name with a LDG suffix.

Manage Legislative Data Groups

A legal entity (for internal application purposes only)

When you create a user who is an employee, you must specify the legal entity created in this setup task. In the Create User UI, the legal entity is called the Legal Employer.

You can set up multiple legal entities if your business requires them; but, for Sales Cloud-only implementations, you can assign all employees to just one corporate legal employer created for you. The legal entity name Oracle enters for you is your enterprise name followed by the suffix LE. All of the other entries should be kept as is.

Manage Legal Entity

An association between the legislative data group and the legal entity (for internal purposes only)

In this task, Oracle associated the legislative data group defined in the Manage Legislative Data Group task with the Legal Entity HCM Information.

Manage Legal Entity HCM Information

A business unit (for internal purposes only)

Oracle creates one business unit for creating your employee users. The business unit name is your enterprise name followed by the suffix BU. Because all Sales Cloud transactions occur in one business unit, you can assign all employees to the same corporate business unit.

Manage Business Unit

Sets the business unit as the default. (for internal purposes only)

Oracle sets the profile option HZ_DEFAULT_BU_CRM to the business unit created in the previous step.

Manage Common CRM Business Unit Profile Options

In addition, Oracle creates one user for you. This is the initial user you received in the welcome e-mail. The initial user is provisioned with the following enterprise roles:

  • Application Implementation Consultant

  • IT Security Manager

  • Application Diagnostic Administrator

The initial user can create other users, change security settings, and perform many, but not all, implementation tasks. The user is not provisioned with all the enterprise roles required for setup, but has the ability to assign these roles to herself and to others. For example, the initial user does not have the permission to run and monitor scheduled processes.

Setup Task Summary

Here is a summary of the setups covered by this guide and the setup tasks that you use to carry them out.

Tasks to Complete Location and Details

Create any additional users to help you with setup. These users are not part of the sales organization. They can be systems integrators you hired for the implementation.

Setup and Maintenance work area:

  • Manage Job

  • Manage HCM Role Provisioning Rules

Create the user in the Manage Users work area.

Get ready to create users who are part of the sales organization. This involves creating their titles (called resource roles), their organizations, and rules that provision the permissions users need to carry out their jobs.

Setup and Maintenance work area:

  • Manage Resource Roles

  • Manage Internal Resource Organizations

  • Manage Resource Organization Hierarchies

  • Manage HCM Role Provisioning Rules

  • Manage Enterprise HCM Information

Create a few test sales users in the UI to test your setups. You need to make sure that all the provisioning rules you created work as intended. You don't want to have any surprises when you import users.

You must create at least one sales administrator user who will set up and maintain territories, sales methods, and other sales-related standards.

Setup and Maintenance work area:

  • Manage Internal Resource Organizations

Create users in the Manage Users work area.

Import the rest of the sales organization hierarchy by using the template provided by Oracle.

Setup and Maintenance work area:

  • Manage Enterprise HCM Information

  • Manage File Import Mappings

  • Manage File Import Activities

The corporate currency for your application is set to U.S. Dollar. If you use a different currency, then specify the currency by setting a system profile.

Setup and Maintenance work area:

  • Manage Currency Profile Options

  • Manage Currencies

Set up the periods you will need for your sales forecasts and reports by creating an accounting calendar.

Setup and Maintenance work area:

  • Manage Accounting Calendars

  • Manage Calendar Profile Option

Import geography reference data for the countries where you do business and set up validation for those address elements that will be used in sales territories and forecasts. This step is required if you want to validate addresses and set up sales territories and forecasting based on geographical regions.

Setup and Maintenance work area:

  • Manage Geographies

Create the sales catalog listing the goods and services you sell. You create the top of the catalog hierarchy manually in the UI and import the rest.

Setup and Maintenance work area:

  • Manage Product Groups

  • Manage Product Group Usage

  • Manage File Import Mappings

  • Manage File Import Activities

Configure the sales territory management feature so that you are ready to create the sales territory hierarchy.

Setup and Maintenance work area:

  • Manage Territory Geographies

  • Manage Territory Hierarchies

Territories and Quotas work area:

  • Enable Dimensions and Metrics

Enable and configure the two types of search in Oracle Sales Cloud: the global search at the top of each page and the work area searches.

Scheduled Processes work area:

  • Set up the Synchronize Database Search Indexes for CRM Objects process to run every five minutes.

Setup and Maintenance work area:

  • Complete the tasks in the Define Global Search Configuration task group.

Register the system that's the source of your account and contacts data and import your accounts and contacts from a file using templates you can download and modify.

Setup and Maintenance work area:

  • Manage Community Source Systems

  • Manage File Import Mappings

  • Manage File Import Activities

Set up your sales territory hierarchy.

Territories and Quotas work area:

  • Manage Territory Proposals

Set the following opportunity profile options:

  • Set opportunity assignment to automatic by setting Assignment Submission at Save Enabled to Yes. (Account assignment is automatic by default)

  • Disable deal protection by setting Opportunity Resource Deal Protection Period to 0.

Setup and Maintenance work area:

  • Manage Opportunity Profile Options

Run account and opportunity assignment processes: Request Sales Account Assignments and Revenue Territory Based Assignment.

To schedule a process, select Scheduled Process under the Tools heading in the Navigator.

Optionally, configure sales methods and stages and opportunity close behavior.

Setup and Maintenance work area:

  • Manage Opportunity Profile Options

  • Manage Sales Methods and Stages

Set up forecasting options and criteria.

Setup and Maintenance work area:

  • Select Forecasting Options

  • Manage Sales Forecasting Escheatable Processes

Optionally, set up Oracle Social Network.

Setup and Maintenance work area:

  • Manage Oracle Social Network Objects

Optionally, enable Microsoft Outlook integration.

Select Set Preferences from the Personalization menu.

Optionally, set up Oracle Sales Cloud Mobile on your mobile devices.

Installation involves downloading the application on your mobile device and entering the correct URL.

Customize the application as required. If you are selling to consumers, then you must expose a few additional fields in the simplified user interface.

Different methods are available for customizing list of values, layouts, and different user interfaces.

See Getting Started with Oracle Sales Cloud Customizations guide available on docs.oracle.com and the customization topics in the Set Up Sales Cloud Mobile chapter of this guide.