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6 Setting up Mobile, Microsoft Outlook, and Oracle Social Network

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This chapter contains the following:

Adding Oracle Social Network in Oracle Sales Cloud: Overview

Oracle Sales Cloud Social Network Administration: Overview

Oracle Fusion CRM for Microsoft Outlook : Overview

Oracle Fusion CRM for Microsoft Outlook Installation : Overview

Installing the Oracle Fusion CRM for Microsoft Outlook Security Certificate : Worked Example

Installing the Oracle Fusion CRM for Microsoft Outlook Application : Worked Example

Setting Up Synchronization for Oracle Fusion CRM for Outlook : Worked Example

Oracle Fusion Mobile Sales : Overview

Installing the Oracle Fusion Mobile Sales iPhone application : Worked Example

Installing the Oracle Fusion Mobile Sales Android Application : Worked Example

Installing the Oracle Fusion Mobile Sales BlackBerry Application : Worked Example

Finding Your Company's Host URL for Oracle Fusion Mobile Sales : Worked Example

Mobile Sales Extensibility : Explained

Customizing Oracle Fusion Mobile Sales : Worked Example

Testing Oracle Fusion Mobile Sales Customizations Using a Sandbox : Worked Example

Adding Oracle Social Network in Oracle Sales Cloud: Overview

Oracle Social Network is a secure, private social network that connects you with all your colleagues. For example, use Oracle Social Network to discuss projects, plans, and issues in public forums, membership groups, or one-on-one; review and publish files; and follow the daily activities of the people you choose.

The real power of Oracle Social Network is in its easy integration with common sales objects. For example, you can bring an Oracle Sales Cloud opportunity into a Conversation, and discuss it, plan around it, share it, and take it from possibility to realization while preserving the casual and formal information that flows from all of this activity.

With Oracle Social Network, you and your teams have the tools you need to collaborate, capitalize on collective experience, and make informed business decisions.

Objects Enabled for Oracle Social Network

After your administrator has enabled an object for Oracle Social Network, you can share the object records to Oracle Social Network as Social Objects by clicking the Social link on a specific object record, then clicking the Join or Share button that appears.

Screen shot showing location of Social button

Oracle Sales Cloud Social Network Administration: Overview

Oracle Social Network allows you to create Social Objects and Conversations that are associated with an Oracle Sales Cloud object records. Social Objects are records within a business application or business process that are mapped into Oracle Social Network. You can expose a record from an Oracle Sales Cloud application in Oracle Social Network and make it visible to selected people.

Enabling Objects for Oracle Social Network

You can enable the following objects for Oracle Social Network:

  • Organization

  • Person

  • Group

  • Competitor

  • Lead

  • Opportunity

  • Partner Account

  • Reference Customer

  • Sales Account

You can enable entire objects or only certain attributes. When an object is enabled, you can set it to either Automatic or Manual sharing. Automatic sharing means that the Social Object in Oracle Social Network that corresponds to the Oracle Sales Cloud business object is created automatically when the object record is created. If an object is set to Manual sharing, the Oracle Sales Cloud business object is not created automatically when the object record is created.

To enable an Oracle Sales Cloud object for Conversations:

  1. Navigate to Administrator, Setup and Maintenance.

  2. Access the Manage Oracle Social Network Objects task.

  3. Click the Manage Oracle Social Network Objects tab.

  4. Select the object you want to enable.

  5. Click the Enable Object button.

  6. Click Save.

A dialog box displays where you can specify whether to set the object to Automatic or Manual sharing, or to turn off sharing entirely. You can also select individual attributes on an object to include in Social Objects. To enable individual attributes:

  1. After you have selected an object on the Manage Social Network Objects tab, expand the Attributes section for the object.

  2. Click the New icon.

  3. Choose the attributes you want to include by checking their Enabled check boxes.

  4. Click Save.

To disable Oracle Social Network for an enabled object, select the object and click Disable Object.

You can enable all available objects by clicking the Enable All button. However, note that this option is not limited to Oracle Sales Cloud objects, but will enable Oracle Social Network sharing for objects from all other eligible applications that you have licensed.

Oracle Fusion CRM for Microsoft Outlook : Overview

The Oracle Fusion CRM for Microsoft Outlook (CRM for Microsoft Outlook) application helps maximize sales productivity by providing Oracle Fusion CRM capabilities directly within Microsoft Outlook, thereby allowing sales professionals access to essential CRM data.

Summary of Features

The key features of Oracle Fusion CRM for Microsoft Outlook include the following:

  • CRM capabilities within Microsoft Outlook: Using CRM for Microsoft Outlook all e-mails, calendar events, and tasks can be linked to the respective contact, customer, lead, or opportunity within Oracle Fusion CRM. Sales professionals can access and update customer and sales information within Microsoft Outlook.

  • Single-click sharing between Microsoft Outlook and Oracle Fusion CRM: 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 Oracle Fusion CRM in the background.

  • Synchronization of data between Oracle Fusion CRM and Microsoft Outlook: Two-way data synchronization allows sales professionals to have a continuously updated and accurate 360-degree view of CRM data changes.

  • Synchronization Control Panel: CRM for Microsoft Outlook provides synchronization filtering capabilities, enabling the sales professional to synchronize only the most critical data from Oracle Fusion CRM, such as high-priority accounts, or opportunities closing this quarter, instead of synchronizing the entire data set from Oracle Fusion CRM.

  • Offline access: The transition between online and offline modes of operation allows the sales professional 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 CRM for Microsoft Outlook: Add to the standard Microsoft Outlook view, or rearrange how the page looks, using CRM for Microsoft 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 for specific organizational or user requirements.

Oracle Fusion CRM for Microsoft Outlook Installation : Overview

This topic describes how to install Oracle Fusion CRM for Microsoft Outlook.

Note

It is recommended that System Integrators install Oracle Fusion CRM for Microsoft Outlook on laptops and PCs.

Before installing Oracle Fusion CRM for Microsoft Outlook you must ensure that you have the following prerequisites:

  • Microsoft Outlook is installed on the laptop or PC.

  • An existing Microsoft Outlook profile is available for use with CRM for Microsoft Outlook, or a new Microsoft Outlook profile has been created.

  • You have an Employee role and a Resource role, and you have either a Sales Representative role, or a Sales Manager role; you must not have both the Sales Representative and Sales Manager roles. You also must not have a Sales Administrator role.

The installation steps are as follows:

  1. Install the Oracle Fusion CRM for Microsoft Outlook security certificate: The security certificate ensures the secure exchange of data between Microsoft Outlook and Oracle Fusion CRM during synchronization, and therefore must be installed on every user's laptop or PC. Refer to the following topic for the installation procedure: Installing the Oracle Fusion CRM for Microsoft Outlook Security Certificate: Worked Example.

  2. Install the Oracle Fusion CRM for Microsoft Outlook application: To install the Oracle Fusion CRM for Microsoft Outlook application you must download the CRM for Microsoft Outlook installer file, run the InstallShield Wizard, and enter the Oracle Fusion Server connection information. Refer to the following topic for the installation procedure: Installing the Oracle Fusion CRM for Microsoft Outlook Application: Worked Example.

  3. Set up the synchronization of Oracle Fusion CRM for Microsoft Outlook: Synchronization obtains the current Oracle Fusion CRM user data and the current client deployment packages. Refer to the following topic for the synchronization procedure for the first time you open CRM for Microsoft Outlook: Setting Up Synchronization for Oracle Fusion CRM for Outlook: Worked Example.

Installing the Oracle Fusion CRM for Microsoft Outlook Security Certificate : Worked Example

This example demonstrates how to install the Oracle Fusion CRM for Microsoft Outlook security certificate on a laptop or PC, and it is one part of the installation of Oracle Fusion CRM for Microsoft Outlook. The security certificate ensures the secure exchange of data between Microsoft Outlook and Oracle Fusion CRM during synchronization, and therefore must be installed on every user's laptop or PC.

Note

Refer to the Oracle Fusion CRM for Microsoft Outlook Installation: Overview topic for an overview of all of the steps required to install Oracle Fusion CRM for Microsoft Outlook on a laptop or PC.

To install the Oracle Fusion CRM for Microsoft Outlook security certificate you must download the security certificate, add the Certificates Snap-In to the Microsoft Management Console, add the security certificate to the personal certificate store, and lastly, add the security certificate to the trusted root certification authorities store.

Note

Only one version of the Oracle Fusion CRM for Microsoft Outlook security certificate can be installed on a PC or laptop. If you require a different version of the security certificate you must uninstall the original certificate using the Microsoft Management Console.

Download the CRM for Microsoft Outlook Security Certificate

Download the security certificate from the Oracle Fusion CRM for Microsoft Outlook preference page in the Oracle Fusion Sales application.

  1. Log in to the Oracle Fusion application, and select the Personalization menu, and then select the Set Preferences menu item.
  2. Select CRM for Microsoft Outlook Installer under the Preferences pane.
  3. Select the appropriate installer language, and then download the security certificate by clicking Start Download.

Add the Certificates Snap-In to the Microsoft Management Console

Add the Certificates snap-in to the Microsoft Management Console, so that you can install the CRM for Microsoft Outlook security certificate in the Personal and Trusted Root Certification Authorities store.

  1. In the Windows Start menu, select Run, and enter mmc in the Open field to open the Microsoft Management Console.
  2. In the console window, select File, and then select Add/Remove Snap-in.
  3. In the Add/Remove Snap-in window, select Add.
  4. In the Add standalone Snap-in window, select the Certificates snap-in, and then select Add.
  5. In the Certificates Snap-in window, select My user account, and then select Finish.
  6. Click Close in the Add standalone Snap-in window.
  7. Click OK in the Add/Remove Snap-in window to complete the addition of the Certificate snap-in to the Microsoft Management Console.

Add the Security Certificate to the Personal Certificate Store

Install the Oracle Fusion CRM for Microsoft Outlook security certificate within the Personal store of the Certificates console.

  1. Within the Certificates console, expand the Certificates - Current User folder to review all the certificate stores.
  2. Right-click the Personal store folder, and select the All Tasks menu item.
  3. Click the Import menu item.
  4. Click Next within the Certificate Import Wizard, and then click the Browse button to navigate to the location of your downloaded Oracle Fusion CRM for Microsoft Outlook security certificate.
  5. Select the security certificate file, and click Next.
  6. Accept the default Personal certificate store location, and click Next.
  7. Click Finish to complete the import of the security certificate to the Personal store.

Add the Security Certificate to the Trusted Root Certification Authorities Store

Install the Oracle Fusion CRM for Microsoft Outlook security certificate within the Trusted Root Certification Authorities store of the Certificates console.

  1. Expand the Trusted Root Certification Authorities store folder.
  2. Right-click the Certificates folder, and click the All Tasks menu item.
  3. Click the Import menu item.
  4. Click Next within the Certificate Import Wizard, and then click the Browse button to navigate to the same Oracle Fusion CRM for Microsoft Outlook security certificate you have just installed in the Personal store.
  5. Select the security certificate file, and click Next.
  6. Accept the default Trusted Root Certification Authorities certificate store location, and click Next.
  7. Click Finish to complete the import of the security certificate to the Trusted Root Certification Authorities store.

Installing the Oracle Fusion CRM for Microsoft Outlook Application : Worked Example

This example demonstrates how to install the Oracle Fusion CRM for Microsoft Outlook application on a laptop or PC, following the installation of the Oracle Fusion CRM for Microsoft Outlook security certificate on the laptop or PC.

Note

Refer to the Oracle Fusion CRM for Microsoft Outlook Installation: Overview topic for an overview of all of the steps required to install Oracle Fusion CRM for Microsoft Outlook on a laptop or PC.

To install the Oracle Fusion CRM for Microsoft Outlook application you need to download the CRM for Microsoft Outlook installer file, run the InstallShield Wizard, and enter the Oracle Fusion Server connection information.

Prerequisites

The following prerequisites must be met before installing the Oracle Fusion CRM for Microsoft Outlook application:

  1. Microsoft Outlook is installed on the laptop or PC.
  2. An existing Microsoft Outlook profile is available for use with CRM for Microsoft Outlook, or a new Microsoft Outlook profile has been created.
  3. The Oracle Fusion CRM for Microsoft Outlook security certificate has been installed in the personal certificate store and in the trusted root certification authorities store on the laptop or PC.
  4. You have an Employee role and a Resource role, and have either a Sales Representative role, or a Sales Manager role; you must not have both the Sales Representative and Sales Manager roles. You also must not have a Sales Administrator role.

Download the CRM for Microsoft Outlook Installer File

Download the installer file from the Oracle Fusion CRM for Microsoft Outlook preference page in the Oracle Fusion Sales application.

  1. Log in to the Oracle Fusion application, and select the Personalization menu, and then select the Set Preferences menu item.
  2. Select CRM for Microsoft Outlook Installer under the Preferences pane.
  3. Select the appropriate installer language, and then download the installer by clicking Start Download.

Run the InstallShield Wizard for Oracle Fusion CRM for Microsoft Outlook

  1. Navigate to the installation file, and double-click the file to start the installation.
  2. On the Welcome page of the InstallShield Wizard, click Next.
  3. On the Customer Information page, check the defaulted User Name and Organization Name values, and amend them if necessary.
  4. Also on the Customer Information page, select whether the application will be used by anyone who uses the computer, or whether the application will only be used by you.
  5. Click Next in the Customer Information page.
  6. 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.
  7. When you have confirmed or selected a folder on the Destination Folder page, click Next.
  8. On the Ready to Install the Program page, click Install.

Enter the Oracle Fusion Server Connection Information

  1. After the InstallShield wizard has completed, open Microsoft Outlook.
  2. On the Choose Profile page, choose the Microsoft Outlook profile that you want to use with Oracle Fusion CRM for Microsoft Outlook, then click OK.
  3. On the message asking if you want to install the Oracle Fusion Outlook application using the profile you selected in step 2, click Yes.
  4. When the CRM for Microsoft Outlook First Run Assistant pane appears, click anywhere in the Assistant pane to display the Login page.
  5. In the Login page, enter your user information and the Oracle Fusion server information.
  6. Click Login to complete the installation.

Setting Up Synchronization for Oracle Fusion CRM for Outlook : Worked Example

This example shows you how to perform an initial synchronization between Oracle Fusion CRM for Microsoft Outlook (CRM for Microsoft Outlook) and the Oracle Fusion CRM application. CRM for Microsoft Outlook synchronization obtains the current Oracle Fusion CRM user data and the current client deployment packages.

Prerequisites

The following prerequisites must be met before synchronizing the Oracle Fusion CRM for Microsoft Outlook application:

  1. Microsoft Outlook is installed on the laptop or PC.
  2. An existing Microsoft Outlook profile is available for use with CRM for Microsoft Outlook, or a new Microsoft Outlook profile has been created.
  3. The CRM for Microsoft Outlook public certificate has been installed on the relevant laptop or PC.
  4. Oracle Fusion CRM for Microsoft Outlook application is installed on the relevant laptop or PC.

Access the Synchronization Control Panel

To access the synchronization control panel, complete the following steps:

  1. Open Microsoft Outlook.
  2. On the Choose Profile pop up page, select the Microsoft Outlook mail profile that you set up for use with CRM for Microsoft Outlook.
  3. If prompted, enter the Oracle Fusion server connection details.
  4. Right click on the CRM for Microsoft Outlook icon in the system tray and then click Show Control Panel to open the Synchronization Control Panel page.

Enter the Filter Criteria for Your Data

Specify the type of data that will be synchronized by entering the filter criteria.

  1. For this example, select the Country check box on the Synchronization Control Panel page to open the Edit Criterion page for the Country records, and enter the example filter criterion as shown in the following table:

    Field

    Condition

    Value

    Name

    Like

    Select a relevant country for your Oracle Fusion CRM data


  2. Click OK on the Edit Criterion page.
  3. On the Synchronization Control Panel page, click Save and then Close.

Synchronize the Oracle Fusion CRM Data

To synchronize the Fusion CRM data with the Oracle Fusion CRM for Microsoft Outlook application, complete the following steps:

  1. To initiate the synchronization, right click on the CRM for Microsoft Outlook icon in the system tray and then click Synchronize Now!
  2. Navigate back to Microsoft Outlook and explore the data that has been synchronized from Oracle Fusion CRM. The data that is synchronized is subject to your role and security settings.

Oracle Fusion Mobile Sales : Overview

The Oracle Fusion Mobile Sales application enables mobile salespersons to track and update sales information on their smartphone, enabling them to keep up-to-date with sales activities in their enterprise while on the move.

Summary of Features

The key features of Mobile Sales include the following:

  • Application Home Page: The application home page provides salespeople with access to critical information when they are in the field. All functional areas of the application are arranged in a grid on the home page.

  • Sales Account Management: Salespeople can access reference information, as well as current events about the customer while on the road.

  • Opportunity Management: From the mobile opportunity management page, the salesperson can access current and critical information about his opportunities and can share opportunity updates with the sales team.

  • Lead Management: With access to open leads while on the road, the salesperson can act upon the leads and reduce the sales cycle time.

  • Calendar and Tasks: These features enables the salesperson to view events occurring in the next two weeks, and a list of all open tasks, helping the salesperson to manage appointments and tasks on the road.

  • Contacts: Contacts can be phoned or e-mailed from the Actions menu. The application displays a list of the salesperson's key contacts by default, and all other contacts can be found using the search feature. Contacts who do not want to be phoned or e-mailed will have the Email Contact and Call Contact features disabled for their respective contact records.

  • Sales Analytics: Salespeople can access business intelligence reports from the home page. Analytics also are embedded contextually for each account that a salesperson is viewing on the mobile application. The contextual reports include data on sales account revenue trends, sales account win/loss trends, and sales account win/loss reasons.

  • Alerts: The application automatically sends alerts to the salesperson when new leads are assigned or opportunities of interest become available.

Installing the Oracle Fusion Mobile Sales iPhone application : Worked Example

This example shows you how to install the Oracle Fusion Mobile Sales application on an iPhone.

  1. Using your iPhone, sign in to iTunes and access the App Store.
  2. Search for Oracle Fusion Mobile Sales and then tap Install.
  3. Enter your user name and password.
  4. Open the Fusion Mobile Sales application, and enter your user name and password.
  5. Tap Advanced and enter the host details your administrator has provided.
  6. Sign in to the Oracle Fusion Mobile Sales application.

Installing the Oracle Fusion Mobile Sales Android Application : Worked Example

This example shows you how to install the Oracle Fusion Mobile Sales application on an Android device.

  1. Using your Android device, sign in to Google Play, and browse the Apps.
  2. Search for Oracle Fusion Mobile Sales and then tap Install.
  3. Open the Fusion Mobile Sales application, and enter your user name and password.
  4. Tap Advanced and enter the host details your administrator has provided.
  5. Sign in to the Oracle Fusion Mobile Sales application.

Installing the Oracle Fusion Mobile Sales BlackBerry Application : Worked Example

This example shows you how to install the Oracle Fusion Mobile Sales application on a BlackBerry device.

  1. Check that the BlackBerry's Wi-Fi is switched on.
  2. Using the BlackBerry's browser, enter the host URL that your administrator has provided.
  3. Enter the authentication credentials to sign in.
  4. Click Start Download to start the download and installation.

Finding Your Company's Host URL for Oracle Fusion Mobile Sales : Worked Example

When signing into Oracle Fusion Mobile Sales, users need to enter a Host URL that specifies the Oracle Fusion CRM server location. This example shows how to determine the host URL value for iPhone, BlackBerry, and Android devices.

Determining the Host URL for iPhone and Android Devices

These are the steps you need to carry out to determine the Host URL for iPhone and Android devices.

  1. Sign in to the Oracle Sales Cloud Service, and select Navigator and then Application Composer.
  2. Copy the complete URL that's in your browser's address bar. For example, https://fap0655-crm.oracleads.com/crmCommon/faces/ ExtnConfiguratorHome?_afrLoop=1134989893797000&webApp=HomePage&fndHomePageViewId=%2FAtkHomePageWelcome&fnd=%3B%3B%3B%3Bfalse%3B256&_afrWindowMode=0&_adf.ctrl-state=m6wpw0vid_4
  3. Now copy the host name portion of the URL only, which is the part between https:// and the next forward slash (/). This is your organization's host URL. In our example, the host URL would be: fap0655-crm.oracleads.com.
  4. Inform your users of the Host URL value, so that they can use it when they're signing into the application.

Determining the Host URL for BlackBerry Devices

These are the steps you need to carry out to determine the Host URL for BlackBerry devices.

  1. Start with this URL: https://host/sales/faces/MobileInstallerMain.
  2. Find out the Host URL. Sign in to the Oracle Sales Cloud Service, and select Navigator and then Application Composer.
  3. Copy the complete URL that's in your browser's address bar. For example, https://fap0655-crm.oracleads.com/crmCommon/faces/ ExtnConfiguratorHome?_afrLoop=1134989893797000&webApp=HomePage&fndHomePageViewId=%2FAtkHomePageWelcome&fnd=%3B%3B%3B%3Bfalse%3B256&_afrWindowMode=0&_adf.ctrl-state=m6wpw0vid_4
  4. Now copy the host name portion of the URL only, which is the part between https:// and the next forward slash (/). This is your organization's host URL. In our example, the host URL would be: fap0655-crm.oracleads.com.
  5. Using the URL mentioned in step 1, replace host with the Host URL value. Therefore, in our example, the URL for a BlackBerry installation would be: https:// fap0655-crm.oracleads.com /sales/faces/MobileInstallerMain.
  6. Inform your users of the Host URL value, so that they can use it when they're signing into the application.

Mobile Sales Extensibility : Explained

Oracle Fusion CRM Application Composer lets implementors customize the Oracle Fusion Mobile Sales iPhone and BlackBerry applications. Using Application Composer, implementors can manage which objects and fields are visible on the Mobile Sales application without having to do specific customizations for any particular device.

Implementors can manage the following for the mobile sales application:

  • Enable standard Oracle Fusion Sales, Customer Center, Marketing, and Common objects that are not enabled by default for smartphones.

  • Enable custom Sales, Customer Center, Marketing, and Common objects for smartphones.

  • Change the fields (including custom fields) visible on Mobile Sales for mobile-enabled Sales, Customer Center, Marketing, and Common objects (standard or custom objects).

Customizing Oracle Fusion Mobile Sales : Worked Example

This example shows you how to customize Oracle Fusion Mobile Sales for a specified sales object, using Oracle Fusion CRM Application Composer. For more details about Application Composer, refer to the Oracle Fusion Applications CRM Extensibility Guide.

  1. Open Oracle Fusion CRM Application Composer by using the Navigator menu, and selecting Application Composer under the Tools category.
  2. Select the application you want to customize within Application Composer.
  3. Within the application you chose in step 1, select the parent object you want to customize.
  4. Select the Pages node in the navigation tree.
  5. Select the Mobile Pages tab to see the mobile configuration options for the parent and its child objects.

Testing Oracle Fusion Mobile Sales Customizations Using a Sandbox : Worked Example

The following steps illustrate how to test Oracle Fusion Mobile Sales (Mobile Sales) customizations using a sandbox. Sandboxes are standalone environments where you can define and test customizations, before deploying the customizations to the main Oracle Fusion application. It is recommended that you test all of your customizations in a sandbox before publishing them to the main application.

In this topic you will use the Oracle Fusion CRM Application Composer to customize Mobile Sales pages or objects in a sandbox environment, and then view your customizations on your smartphone prior to publishing the changes.

Open a Sandbox

  1. Log in to Oracle Fusion CRM with a user that has a Customer Relationship Management Administrator job role.
  2. Navigate to the Administration menu in the global area of the application and select the Manage Sandboxes menu item.
  3. Select the sandbox in which you wish to make your customizations. You may need to make a sandbox active, or create a sandbox, if a suitable sandbox does not exist. Refer to the Setting Up Sandboxes chapter of the Oracle Fusion Applications Extensibility Guide for Business Analysts for more information about creating sandboxes.

Configure Oracle Fusion Mobile Sales Using the Oracle Fusion CRM Application Composer

  1. Open the Oracle Fusion CRM Application Composer by selecting Application Composer under the Tools category in the Navigator menu.
  2. Select the application you want to customize within Application Composer, and then select the parent object you want to configure.
  3. Select the Pages node in the navigation tree, and then select the Mobile Pages tab to see the mobile configuration options for the parent and its child objects.
  4. Configure the mobile pages as desired and log out of the Oracle Fusion CRM application.

Check Your Customizations in the Oracle Fusion Mobile Sales Application

  1. Log in to Oracle Fusion CRM as an Oracle Fusion Mobile Sales user that has a Sales Representative, Sales Manager, or Sales Vice President job role.
  2. Select the sandbox that contains your customizations.
  3. Keeping the Oracle Fusion CRM browser window open on your laptop or PC, open Oracle Fusion Mobile Sales on your smartphone and log in using the same user you used to log in to Oracle Fusion CRM. Logging in as the same user in step 1 enables you to view the sandbox you selected in step 2 on your smartphone's Mobile Sales application. Note that only your user is accessing the sandbox on the Mobile Sales application (as long as the Oracle Fusion CRM browser window is open); all other users will view only the published version of the application.
  4. Check the pages you have customized to ensure that they are working as expected.
  5. To distribute your customizations to all Mobile Sales users you will need to publish your sandbox. Refer to the Publishing Sandboxes chapter of the Oracle Fusion Applications Extensibility Guide for Business Analysts for more information about publishing sandboxes.

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