This chapter contains the following:
Before you sign in for the first time, read the environment access e-mail, complete the tasks in the Service Administrator Action List, and familiarize yourself with the different user interfaces and basic navigation.
When your test environment is ready, Oracle sends an e-mail to the person designated as the administrator when you signed up with Oracle Sales Cloud. This e-mail includes the link to your service, a temporary password, and instructions on how to access the Service Administrator Action List. You must follow the instructions in the actions list before signing in.
Oracle Sales Cloud provides UIs that are optimized for different uses:
The simplified UI provides the efficiency and speed sales personnel need to do their work.
The desktop UI provides additional page real estate required for setup and administration tasks.
The mobile UI is optimized for managing sales information on multiple mobile devices. You can use it to manage appointments, leads, accounts, contacts, and opportunities. It includes:
Location integration, so you can see where customers are located.
Integration with a calendar, e-mail, and a camera. You can automatically log e-mails and other interactions with customers, and add pictures of contacts to their profiles.
A disconnected mode that makes it possible for your sales organization to continue working even when disconnected from the network.
When setting up Oracle Sales Cloud, you will be primarily using the desktop and simplified UIs:
You perform setup tasks in the desktop UI.
You use the simplified UI primarily for testing.
The following figure explains the most useful toolbar icons.
Opens the Navigator.
Returns you to the simplified UI springboard.
Marks a page as favorite and provides access to recently viewed pages.
Turns on contextual help.
Opens the Settings and Actions menu. From the menu, you can sign out, personalize and customize the UI, access help, and navigate to the Setup and Maintenance work area.
When you sign in, you are automatically directed to the simplified UI.
You will carry out most of the setup tasks in the Setup and Maintenance work area in the desktop UI. You can reach this work area in one of two ways:
By clicking on your user name and making a selection from the Settings and Actions menu.
By clicking on the Setup and Maintenance work area link in the Navigator as highlighted in the following figure.
The Navigator shows all of the application work areas that are available to you based on the permissions assigned to you, rather than on the features you have purchased. Because a setup user has a broad range of permissions assigned, not all of the selections are applicable to your setup.
For setup, you will be using only a small number of the available work areas accessible from the Navigator menu. The most important of these include:
Use this work area for creating and managing individual users. If you want to create users in bulk by importing them, then you must use the file import tasks available from the Setup and Maintenance work area.
Use this work area for scheduling and monitoring background processes.
The initial user provided by Oracle isn't provisioned with the Employee abstract role and so doesn't have the permission to run or monitor scheduled processes, including geography import. You must provision the user with this role or sign in as a user who has this role.
Use Application Composer to customize and extend your application.
You will be using the different work areas under this heading to set up and test functional aspects of your sales application.
The following figure shows how the desktop UI is divided into different areas. You can have up to four areas on a single page, but most pages have just two or three:
The top of the page, called the Global area, remains no matter where in the application you are.
The center of the page, called the Transactional area, is the work area.
The left side of the page, the Regional, lists tasks available in the work area and provides some useful widgets, including a search feature that you can use to quickly go to a task.
On some pages, there is an additional area on the right, called the Contextual Area. It provides more information on the particular record or task you are working on.
Both the left and right regions are collapsible, to give you more space to do your work.
You perform many of the setup tasks required to get your application up and running in the Setup and Maintenance work area. This work area is part of the Functional Setup Manager, which you can use to create implementation projects and manage the assignment of setup tasks to implementation teams. For the setups covered in the Getting Started guide, you access tasks either by searching their names or directly from an implementation project provided by Oracle.
There are two ways of searching for setup tasks:
You can search for the task name on the All Tasks tab on the Overview page in the Setup and Maintenance work area.
The first time you navigate to the Setup and Maintenance work area, the application displays the Getting Started with Oracle Fusion Applications page. You can reach the Overview page, by clicking Done.
You can use the search for the task in the left-hand Regional area.
The Regional search provides the quickest way of searching for a task because you don't have to navigate to the Overview page first, but this search is only available when you are working in the Setup and Maintenance work area.
The following figure shows the two areas where you can search for setup tasks.
The All Tasks tab on the Overview page
The Search: Tasks panel on the left side of the page
When searching for setup tasks, use the percent sign
(%) to represent missing letters or words. For example, to find the
Manage HCM Role Provisioning Rules task, you can search for
manage hcm%rules. The searches aren't case
You can speed up your access to tasks in the Setup and Maintenance work area by importing an implementation project provided by Oracle. The implementation project includes a direct link to each core setup task, so you do not have to search for the task by name. Using an implementation project also makes it easier for you to import your setups into another environment later.
You can download the implementation project and instructions from Oracle Sales Cloud: Getting Started with Your Implementation: Implementation Project (Document ID 2065998.1) available on support.oracle.com.