1About This Guide

This chapter contains the following:

Audience and Scope

This guide outlines the implementation and configuration steps required to integrate, create, and update processes on service work orders in Oracle Engagement Cloud with activities in Oracle Field Service Cloud. To set up and work with the additional features of Oracle Engagement Cloud, see the Oracle Sales Cloud documentation on Oracle Help Center at https://docs.oracle.com.

This integration guide is designed to be used as a starting point that shows how Oracle Engagement Cloud and Oracle Field Service Cloud can be connected to create a value-added business process and user experience. An implementor must enter the documented configurations and install the documented files to create the integration.

Each implementation of Oracle Engagement Cloud and Oracle Field Service Cloud is unique, and leads to the implementation of application customizations that support unique business requirements. While the steps in this document describe how to connect a non-customized Oracle Engagement Cloud instance to a non-customized Oracle Field Service Cloud instance, they can be combined with customizations that have already been applied to each instance.

Related Guides

To understand more about the information covered in this guide, refer to the following table for a list of related guides.

Title Description

Oracle Engagement Cloud Using Service in Engagement Cloud

Contains information to help service managers, service personnel, and other service end users to perform day-to-day business tasks using Oracle Cloud.

Oracle Engagement Cloud Implementing Service in Engagement Cloud

Describes how to set up Service Request Management for Oracle Engagement Cloud.

Oracle Sales Cloud Getting Started with Your Sales Implementation

Describes your initial Oracle Sales Cloud service implementation procedures, based on a simple sales-force-automation use case.

Oracle Sales Cloud Implementing Customer Data Management

Contains information to help implementors define the setup for managing customer information and the configuration for customer hub deployment.

Oracle Sales Cloud Implementing Enterprise Contracts

Contains conceptual information and procedures needed to implement the contract management features of Oracle Sales Cloud.

Oracle Sales Cloud Getting Started with Incentive Compensation

Contains information on implementing sales compensation and payment plans.

Oracle Sales Cloud Implementing Marketing

Contains conceptual information and procedures needed to implement the marketing components and features of Oracle Sales Cloud.

Oracle Sales Cloud Implementing Sales

Contains conceptual information and procedures needed to implement components and features of Oracle Sales Cloud.

Oracle Sales Cloud Understanding File-Based Data Import and Export

Contains information to help those charged with exporting and importing object data.

Oracle Sales Cloud Securing Sales

Contains information to help setup users and sales administrators configure access to Oracle Sales Cloud functionality and data.

Oracle Sales Cloud Security Reference

Lists the predefined security data that is included in the Sales offering.