This chapter contains the following:
Oracle Sales Cloud Service includes a robust set of features for creating and tracking sales campaigns, developing leads into opportunities, and pursuing opportunities to generate revenue. Sales accounts, leads, and opportunities can be automatically assigned to territories and sales teams.
Salespeople have several UI choices to manage their sales activities, and can easily switch from one to another:
Simplified UI: Provides fast access to the most commonly used sales tasks on either a desktop computer or a tablet.
Desktop UI: Provides complete access to all features, advanced features, detail information, and administrative UIs.
Smartphone: Provides access to track and update sales information from your smartphone.
Tablet: Provides remote access to contact and sales information.
Microsoft Outlook: Synchronizes customer and sales data between Oracle Sales Cloud and Microsoft Outlook.
Oracle provides separate URLs for the simplified and desktop UIs.
See instructions for Smartpones, tablets, and Microsoft Outlook in the Post Configuration chapter.
In the simplified UI, administrators can use the Settings page to customize the colors and logo and to send announcements to the homepage.
Oracle Sales Cloud Service pages provide analytical reports and graphs relevant to the actions you perform.
Analytic information can appear in different places in the UIs to support your tasks.
This figure shows the regions available in the application pages:
Application pages contain some or all of the following standard features:
Navigation tools in the global area at the top of the page
Task and search panes in the regional area on the left side of the page
Analytics and Tools panes in the contextual area at the right side of the page
Transactions area, where most work is conducted in the center of the page
Embedded analytics enable actionable insight by providing access to information or data which will help complete a transaction.
For example, this figure shows an embedded analytic that provides a graphic representation of forecast revenue by customer:
In addition to embedded analytics, you may have access to dashboards with additional analytics as well as the Reports and Analytics work area where you can access or create further analyses.
Real-time reporting accesses relevant reports and analytics for each individual work area. Predefined analyses are available, but you can also create and edit analyses from the Reports and Analytics pane or work area. Optionally, access the Oracle Business Intelligence (BI) Enterprise Edition through the Reports and Analytics pane. New objects and changes to existing objects that you make in Oracle BI Enterprise Edition are reflected and available from Oracle Sales Cloud Service.
Interactive dashboards provide:
Information summaries that show the big picture as well as the prioritization of actions
Information monitoring that offers quick action and further exploration
This image shows an example of a dashboard:
The main dashboard within Oracle Sales Cloud Service is the Welcome dashboard, or Fusion Home, which is a collection of dashboards. In addition to Fusion Home, two other types are available:
Transaction dashboards that contain content that is core to one or more business processes
Business intelligence (BI) dashboards that contain content that is complementary to one or more business processes
The Oracle Fusion CRM Application Composer is a browser-based configuration tool that enables business analysts and administrators, not just application developers, to customize and extend an Oracle Fusion CRM application. You can make the type of data model changes which, for non-CRM applications, can be made only by application developers. You focus on the application changes that your business requires and the Application Composer creates the underlying object artifacts for you.
When you customize and extend your Oracle Fusion CRM applications, always use sandboxes. Sandboxes let you make changes that are isolated from the mainline application, as well as from other sandboxes. (The mainline is the source of data and definitions used at the time of creating a new sandbox.) Business analysts can implement and test application customizations and, once satisfied, can publish them to the mainline. When publishing a sandbox, the application customizations that you made in that sandbox overwrite the mainline application's existing configuration.
The key features of Oracle Fusion CRM Application Composer include the following:
Make changes in real time: Navigate to the Application Composer directly from a CRM application, make changes, and see most changes take immediate effect in real time.
Extend Oracle Fusion CRM Applications: The Application Composer provides a series of task flows that let business administrators customize and extend an Oracle Fusion CRM application to meet users' needs.
Extend common workflows: The object workflows represent orchestrated business processes that are invoked according to the conditions that you define for triggering such processes.
Build custom subject areas: You can build new reports using the Oracle Business Intelligence (BI) Composer by selecting a report subject area and then creating your report. A report subject area is a set of objects and fields that represent information about the areas of an organization's business. Use the report subject areas that are provided for you, or create custom subject areas if you want to report on custom objects.
Page Composer is an Oracle Fusion Applications tool that you can use to modify Oracle Fusion user interface (UI) pages and components for all products designated for use with Page Composer, not just within Oracle Fusion CRM.
At run time, select and edit UI components, such as form fields and table columns. Your customizations can be made visible at the user, site, or job role level. Also, customizations can be visible to either external or internal users.
Note that the Application Composer also lets you make UI changes at run time. However, the types of UI changes that you can make using the Application Composer are quite different. Specifically, your primary focus when using the Application Composer is to make actual object model changes. The ability to make these types of object model extensions is available only in Oracle Fusion CRM applications. Also, with Page Composer, you can access the Resource Catalog to add new content to a page, whereas with the Application Composer, you cannot. With Application Composer, administrators can make customizations at the site level only.
Oracle Cloud Application Services are purchased and activated from the Oracle Cloud website,
https://cloud.oracle.com. Before you proceed, you should understand the terminology and types of users involved in Oracle Cloud. After activation, administrators can perform additional tasks such as verifying the service activation and monitoring the service.
Purchasing and activating any Oracle Cloud service is described in the Oracle Cloud Getting Started with Oracle Cloud document. Not everything in that document is relevant to Oracle Cloud Application Services, for example details about Oracle Java Cloud Service and Oracle Database Cloud Service.
Oracle provides an administrator user account and password for signing in to Oracle Cloud Application Services.
Before your enterprise has generated task lists, implementors and application users can access setup tasks by searching for the task in the Setup and Maintenance Overview page. After task lists have been generated, users can access their assigned tasks or the task lists for the product offerings included in their project. For example, the Define Common Applications Configuration task list for each product offering includes the Define Implementation Users tasks.
The following procedure assumes that the administrator has not yet configured a product offering and set up task lists.
Access your Oracle Cloud Application Services by using the universal resource locator (URL) link provided by Oracle.
Sign in using the administrator user account and password provided by Oracle from your activation request. Initial sign-in prompts you to reset your password.
Access tasks as follows:
Go to the Navigator and select more..., then Tools and Setup and Maintenance.
On the Overview page, click the All Tasks tab.
Search for the task by entering the name in the Search field.
In the search results, perform the task by clicking its Go to Task icon.