This chapter contains the following:
The Oracle Sales Cloud for Outlook application helps maximize sales productivity by providing Oracle Sales Cloud capabilities directly within Microsoft Outlook, thereby allowing sales professionals access to essential Sales Cloud data.
The key features of Oracle Sales Cloud for Outlook are:
Sales Cloud capabilities within Microsoft Outlook: Using Oracle Sales Cloud for Outlook, all e-mails, calendar events, and tasks can be linked to the respective contact, customer, lead, or opportunity within Oracle Sales Cloud. Sales professionals can access and update customer and sales information within Microsoft Outlook.
Single-click sharing between Microsoft Outlook and Oracle Sales Cloud: When sending a meeting invite or an e-mail, or when setting up a task, a single click on the Share with Fusion button captures the action and updates of Oracle Sales Cloud in the background.
Synchronization of data between Oracle Sales Cloud and Microsoft Outlook: Two-way data synchronization allows sales professionals to have a continuously updated and accurate 360-degree view of Sales Cloud data changes.
Synchronization Control Panel: Oracle Sales Cloud for Outlook provides synchronization filtering capabilities, enabling sales professionals to synchronize only the most critical data from Oracle Sales Cloud. Sales professionals can synchronize high-priority accounts or opportunities closing this quarter, instead of synchronizing the entire data set from Oracle Sales Cloud.
Offline access: The transition between online and offline modes of operation allows sales professionals in the field to use the full functionality of the product in an offline mode, and then synchronize the sales data in the next synchronization cycle.
Customize Oracle Sales Cloud for Outlook: Add to the standard Microsoft Outlook view, or rearrange how the page looks, using Oracle Sales Cloud for Outlook's customizable objects, fields, and UI layout options. For example, Custom objects, competitors or other objects that you rely on can be added to the application to cater to specific organizational or user requirements.
This topic describes how to install Oracle Sales Cloud for Outlook manually on each laptop or PC.
Before installing Oracle Sales Cloud for Outlook, ensure that:
Microsoft Outlook is installed on the laptop or PC.
An existing Microsoft Outlook profile is available for use with Oracle Sales Cloud for Outlook, or a new Microsoft Outlook profile has been created.
The user performing the installation is a sales application user provisioned with either the Sales Representative or the Sales Manager job role, but not both. The user must not have the Sales Administrator job role assigned.
Use this procedure to install Oracle Sales Cloud for Outlook
Download the Oracle Sales Cloud for Outlook installer file.
Run the InstallShield Wizard.
Enter the Oracle Sales Cloud connection information, if the administrator has not already set it up.
The first synchronization begins. For details, see the Installing the Oracle Sales Cloud for Outlook Application topic.
This topic explains how to install the Oracle Sales Cloud for Outlook application on a laptop or PC.
Download the Oracle Sales Cloud for Outlook installer file, run the InstallShield Wizard, and enter the Oracle Sales Cloud server connection information, if required.
Sign in as either a sales manager or a salesperson, and select the Personalization menu, and then select the Set Preferences menu item.
Select CRM for Microsoft Outlook Installer under the Preferences pane.
Select the appropriate installer language, and then click Start Download to download the installer.
Navigate to the installation file, and double-click the file to start the installation.
On the Welcome page of the InstallShield Wizard, click Next.
On the Customer Information page, check the defaulted User Name and Organization Name values, and change them if necessary.
Click Next.
On the Destination Folder page, check the default folder that will be created in the installation. If you want to use a different folder, then click Change.
When you have confirmed or selected a folder on the Destination Folder page, click Next.
On the Ready to Install the Program page, click Install.
After the InstallShield wizard completes, open Microsoft Outlook.
On the Choose Profile page, choose the Microsoft Outlook profile that you want to use with Oracle Sales Cloud for Outlook, then click OK.
On the message asking if you want to install the application using the profile you selected in step 2, click Yes.
When the Oracle Sales Cloud for Outlook First Run Assistant pane appears, click anywhere in the Assistant pane to display the Login page.
In the Login page, enter your user information and the Oracle Sales Cloud server information.
The server information may be set up by default based on your administrator settings.
Click Login to complete the installation.