Contents

Title and Copyright Information

Preface

1 About This Guide

• Prerequisites
• Purpose and Scope
• What You Will Be Able to Do After Completing the Setups in This Guide
• Case Study

2 Signing in and Getting Oriented

• Signing In for the First Time
• Available User Interfaces
• Getting Oriented in Oracle Sales Cloud

3 Setup Process Overview

• Setup Tasks Completed for You in Oracle Sales Cloud
• Setup Task Summary

4 Creating Other Setup Users

• About Creating Setup Users
• Creating a Job for Provisioning Setup Users
• Creating the Provisioning Rule for Setup Users
• Creating the Provisioning Rule for the Employee Abstract Role
• Creating a Setup User

5 Getting Ready to Create Sales Users

• What You Must Do Before Creating Sales Users
• Creating Additional Resource Roles
• Creating a Resource Organization
• Designating a Resource Organization as the Top of the Sales Hierarchy
• Creating Rules to Automatically Provision Roles to Sales Users
• Designating a Single User to Receive All Credential E-Mails

6 Creating Sales Users in the UI

• About Creating Sales Users in the UI
• Creating Sales Users in the UI

7 Importing Users from a File

• About Importing Users
• Downloading a Template for Importing Your Data from a File
• Understanding the User Import Template
• Appending Additional Attributes to Your User Import File
• Copying and Modifying the Import Mapping
• Importing Your User Data File
• Enabling Search for Imported Users

8 Specifying Your Corporate Currency

• About Specifying Corporate Currency
• Specifying Corporate Currency in Oracle Sales Cloud

9 Setting Up the Accounting Calendar

• About Setting Up the Accounting Calendar for Oracle Sales Cloud
• Creating the Accounting Calendar
• Enabling the Accounting Calendar You Created

10 Setting Up Geography Reference Data for Territories and Addresses

• About Setting Up Geography Reference Data
• Importing Nokia Geography Reference Data
• Setting Up Geography Validation

11 Creating Your Sales Catalog

• About Creating the Sales Catalog
• Creating Product Groups
• Importing Product Groups
• Publishing and Validating the Sales Catalog

12 Enabling and Configuring Search

• About Enabling and Configuring Search
• Running the Work Area Search Index Process
• Enabling the Global Search Profile Option
• Activating and Configuring Application Objects for Global Search
• Enabling the Objects You Activated as Filters in the Global Search UI
• Changing the Behavior of Global Search Automatic Suggestions

13 Importing Accounts and Contacts

• About Importing Accounts and Contacts
• Downloading Templates You Can Use for Import
• Registering the Source System of Your Customer Data Import
• Importing Accounts
  • Understanding the Account Import Template
  • Appending Additional Account Attributes for Import
  • Importing Accounts from a File
• Importing Contacts
  • Understanding the Contact Import Template
  • Appending Additional Contact Attributes for Import
  • Importing Contacts from a File

14 Setting Up Sales Territories and Assignment

• About Setting Up Sales Territories and Assignment
• Preparing to Create Territories
  • Specifying Geography Elements for Territory Setup
  • Enabling Sales Territory Dimensions
• Creating the Sales Territory Hierarchy
  • Creating a Territory Proposal
  • Creating the Sales Territory Hierarchy
  • Activating the Territory Proposal
• Setting Assignment Options
  • Making Opportunity Assignment Automatic
• Disabling Deal Protection on Opportunities
• Running Assignment Processes
  • Running the Account Assignment Process
  • Running the Assignment Process for Opportunities

15 Configuring Opportunity Behavior

• About Configuring Opportunity Behavior
• Configuring Sales Methods
  • About Opportunity Sales Methods
  • Configuring Sales Methods
  • Setting Default Sales Method Profile Option
• Configuring Opportunity Close Behavior
  • About Setting Up Opportunity Closing
  • Setting Close Opportunity Profile Options

16 Setting Up Forecasting

• About Setting Up Forecasting
• Creating a Forecast
• Generating Your Forecasts

17 Setting Up Oracle Social Network

• About Setting Up Oracle Social Network with Oracle Sales Cloud
• Setting Up Oracle Sales Cloud for Oracle Social Network
• Enabling Oracle Sales Cloud Object Records for Oracle Social Network

18 Setting Up Microsoft Outlook

• Overview of Oracle Sales Cloud for Outlook
• Overview of Oracle Sales Cloud for Outlook Installation
• Installing the Oracle Sales Cloud for Outlook Application

19 Setting Up Mobile

• Oracle Sales Cloud Mobile Setup Overview
• What are the supported platforms for Oracle Sales Cloud Mobile?
• Determining Your Company's Host URL for Oracle Sales Cloud Mobile
• Installing the Oracle Sales Cloud Mobile iPhone Application
• Installing the Oracle Sales Cloud Mobile Android Application
• Installing the Oracle Sales Cloud Mobile BlackBerry Application
• Reviewing Oracle Sales Cloud Mobile's Features
• Oracle Sales Cloud Mobile Extensibility Overview
• Customizing Oracle Sales Cloud Mobile
• Adding or Removing Object Icons From the Sales Cloud Mobile Home Page
• Displaying a List of Products for Revenue Items
• How can I set up the automatic password saving on smartphones and tablets?
• Setting Up RSS Feeds
• Testing Oracle Sales Cloud Mobile Customizations
• Rolling Out Oracle Sales Mobile to Your Sales Team

20 Additional Learning Resources

• Oracle Sales Cloud Additional Resources

Glossary