1. Using B2C Service
  2. How You Determine the Functionality Your Organization Needs

How You Determine the Functionality Your Organization Needs

In order to configure your application with all the functionality your organization needs, identify those needs before creating your own navigation set.

While you can update any navigation set after you create it, we recommend doing it beforehand to save time and work.

Answers to the following questions can help determine what additional functionality beyond the defaults you want to use. If you answer Yes to any question, contact your Oracle account manager to enable the product or component.

  • Do you plan to use Outreach to communicate with your customers through mailings and campaigns and Feedback to survey your customers and prospects? If Yes, enable Outreach and Feedback. See Overview of Mailings, Overview of Campaigns, and Overview of Surveys.

  • Do you want your sales staff to manage and track all opportunity and related organization and contact information, and track quote interactions sent to customers and prospects? If Yes, enable Opportunity Tracking. See Overview of Opportunities and How You Manage Quotes.

You must enable Outreach and Opportunity Tracking in order for certain items to appear in the default list of configuration items for the administrator special account. For instance, if you want tracked link categories and the external suppression list to appear in your list of configuration items, contact your Oracle account manager to enable Outreach before you start this procedure. Likewise, if you want the product catalog, price scehdules, strategies, quote templates, territories, and sales periods in your list of configuration items, Opportunity Tracking must be enabled. If you create navigation sets before Outreach and Opportunity Tracking are enabled, you’ll have to manually add those items to the list of configuration items for the Configuration button after the products are enabled.

Additionally, while there are no configuration items associated with Feedback, you must enable it in order to access the Surveys and Questions explorers and create questions and surveys.