Before You Begin

This playbook is intended for you if you're responsible for provisioning Fusion Marketing with Oracle Sales in the Redwood UX (Oracle Sales).

Note: This playbook assumes that Oracle Fusion Cloud Applications is already installed in your environment. It doesn’t apply to new Fusion installations or environments where Fusion hasn’t been installed.

Here's what to do:

  • Review prerequisites: Ensure your active Oracle Fusion subscription includes Fusion Unity Data Platform (UDP) and optionally, the Fusion Marketing Orchestration add-on.
  • Assign implementation roles to Fusion Marketing users, such as Customer Data Platform Administrator, Customer Data Platform Specialist, Marketing Administrator, Marketing Specialist, Marketing Manager, and so on.
  • The setup user needs the ASM_CONFIGURE_OFFERING_PRIV privilege.
  • Follow chapters in this playbook in sequence.