1About This Guide
This chapter contains the following:
Audience and Scope
If you administer or manage the implementation of Oracle Loyalty, such as members and transactions, or Computer Telephony Integration (CTI), then this is the guide for you.
Let's look at the permissions you need to implement Oracle Loyalty. You must be able to perform these tasks:
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Create, review, and define specific elements of your loyalty program for your enrolled members and their respective transactions.
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You must use this guide with the Oracle CX Sales Getting Started with Your Sales Implementation and Oracle B2B Service Implementing B2B Service guides.
Before you start implementing Oracle Loyalty, you must be familiar with all the functionality provided with Oracle CX Sales and B2B Service. If you want to know more about best practices to help you improve performance in Oracle Loyalty, familiarize yourself with the Understanding Import and Export Management for CX Sales and B2B Service guide, and also Oracle Sales Cloud Optimizing Performance (Document 2420396.2) available on My Oracle Support.
Related Guides
Let's look at some of the other guides that can help you implement, maintain, and use Oracle Loyalty.
You can find Oracle Loyalty and Oracle CX Sales guides on the Help Center (docs.oracle.com/en/cloud/saas/).
Oracle CX Sales Implementation Guides
Use these guides to complement your Oracle Loyalty implementation.
Title | Description |
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Oracle CX Sales Getting Started with Your Sales Implementation |
This guide describes initial Oracle CX Sales and B2B Service implementation procedures. It's based on a simple sales-force-automation use case. |
Oracle CX Sales Implementing Sales |
This guide contains conceptual information and procedures you need to implement components and features of Oracle CX Sales and B2B Service. |
Oracle Loyalty Guides
Use this guide to complement your Oracle Loyalty administration.
Title | Description |
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Administering Loyalty |
This guide describes your initial Oracle Loyalty service implementation procedures. It's based on a simple sales-force-automation use case. |
Use theses guide to help you import and export data when implementing Oracle Loyalty.
Title | Description |
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Import and Export Management for Loyalty |
This guide describes how to import and export business data in Oracle Loyalty. |
Understanding Import and Export Management for CX Sales and B2B Service |
This guide describes how to import and export business data in CX Sales and B2B Service. |
Common Application Implementation Guides
Use these guides to understand roles, and to set up offerings.
Title | Description |
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Oracle CX Security Reference for Common Features |
This guide contains reference information for implementing security for an offering in Oracle CX. |
Oracle CX Using Functional Setup Manager |
This guide contains information for configuring feature opt-in and managing setup data for the primary users of Functional Setup Manager. |