2Get Ready

This chapter contains the following:

Overview of Preliminary Tasks

Before you roll up your sleeves and start implementing your sales application, complete these preliminary tasks:

Step Description Where to Get More Details

1

Before you sign in for the first time, complete the actions listed in the Service Administrator Action List provided by Oracle, and create your account with My Oracle Support (support.oracle.com).

See the topic: What to Do After You Get Your Welcome Email

2

If you haven't done so already, sign in and reset your temporary password. You click the user initials at the top-right of the Welcome page, and select Set Preferences from the menu.

See the topic: How can I change or reset my password?

3

Enable the Sales offering for implementation.

See the topic: Enable Sales Features for Setup.

Home Page Icons and What They Mean

You can use the top of your application page for navigation, search, configuration, and other tasks that are common across applications. Here are few features useful in your setup. You can get more information on using common application features from the Oracle Applications Cloud Using Common Features guide.

Callout Number Icon Name or Description Function

1

Navigator

Gets you to where you need to go.

2

Page Controls (The series of dots arranged horizontally in the center of the Home page.)

Click the dots to navigate to different pages, including the SalesInfolet page and the Quick Actions page.

  • The Sales Infolet page summarizes key actionable information. Salespeople can take actions without having to drill down into individual records.

  • The Quick Actions page provides quick access to tasks.

You can determine which of these pages is the home page for users.

Note: When you switch your UI to a single-page layout as described in the Configure the Navigator and Home Page chapter, the page controls go away. Each page becomes a tab at the bottom of your Home page.

3

Global search

Lets you search transactional data across different objects. This field does not appear until you enable global search.

4

Home

Returns you to the page defined as the home page. By default, home is the Welcome page displaying the different work area icons. The Welcome page is also called the springboard.

5

Favorites and Recent Items

Marks a page as favorite and provides access to recently viewed pages.

6

Watchlist

Not used in the sales application. Watchlist enables the tracking of business objects in some applications.

7

Notifications

Accesses application notifications. Some of these are also delivered using email.

8

User image or initials

Opens the Settings and Actions menu. From the menu, you can sign out, personalize and configure the UI, turn on and access help, and navigate to the Setup and Maintenance work area.

9

Personalize Springboard

Permits you to select which icons you want to appear on the Welcome page springboard. Your changes affect your springboard view only.

Screenshot of the top portion of the Welcome page with
callouts highlighting useful features described in the text

What to Do After You Get Your Welcome Email

Got the welcome email? Here's what to do next. When your environment is ready, Oracle sends an email to the person designated as the administrator when you signed up with the service. This email 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.

When you sign in for the first time, reset your password by clicking your user initials at the top-right of the Welcome page and selecting Set Preferences from the Settings and Actions menu.

Enable Sales Features for Setup

Before you start work, you must enable the Sales offering and the functional areas you're implementing. Enabling the offering and its functional areas provides access to setup tasks and displays icons in your application. You can always enable more functional areas later.

  1. Click Enable Offerings in the welcome message or, on the page, click Offerings.

    Offerings icon
    Note: If you don't see Offerings directly on the page, look for the My Enterprise icon and click on that first. Icons on your desktop get automatically grouped if you display a large number.
  2. Click the Sales offering icon in the left pane of the Offerings page (callout 1 in the screenshot).

    Offerings page highlighting the Sales offering
and the Opt In Features button
  3. Click Opt In Features (callout 2).

  4. On the Opt In: Sales page, select the Enable option for Sales, the folder at the top of the list (callout 1 in the screenshot). Your selection enables the offering.

    Opt In: Sales page
    Note: If you enabled other offerings, you may have to select Sales from the Opt In: list. That's because the offerings are listed in alphabetic order.
  5. Select the Enable option for all the sales functional areas you're using. For the tasks in the scope of this guide, enable all of the functional areas through Quotas.

  6. Click Done.

    You're returned back to the Offerings page.

  7. Click Home in the global header to return to the Welcome page.

Options for Importing Data Into Your Application

Here's an overview of the multiple ways you can import your data from a file or directly from an external application. Which import method you use depends on the type of data you're importing, the volume of data, and technical requirements. If you're integrating your sales application with other cloud services, then you may be required to use additional import methods not covered here.

Whichever import method you use, you must make sure that any prerequisite records already exist in the application. For example, if you're importing contacts for an account, then the account must already exist in the application. If you're importing data that depends on other data, then the prerequisite import process must complete successfully before you start the dependent process.

Import Method Description When to Use How to Access For More Information

Import Macros

The Excel macros speed up and simplify the import of up to 5,000 records at a time for some objects. The macros help you by validating your data entries, providing lists of values, and automatically populating constant values.

The macros create data files that are imported automatically.

Macros are available to import the following types of sales information:

  • Sales users

  • Products

  • Product groups

  • Accounts and the account hierarchy

  • Contacts

  • Leads

  • Opportunities

  • Opportunity revenue lines

Use the import macros for importing data in your initial deployment.

The macros are targeted to the simple proof of concept sales automation use case covered in the Getting Started with Your Sales Implementation guide. For example, the import macros assume that you're importing account, contact, and lead records for one country at a time.

The macros generate log files with the data used for File Import, so they can also serve as a learning tool for more complex import.

You can download the Excel macros and any required mapping files from the Oracle CX Sales: Getting Started with Your Sales Implementation: Import Macros (Document ID 2229503.1) article on My Oracle Support.

The different chapters in this guide provide detailed instructions and video tutorials for using the macros.

Import Management

Use Import Management to import data files (.csv) with up to 50,000 records.

Oracle is moving to Import Management and deprecating file import because Import Management improves definition, error handling, and performance. For example, you can drag and drop attributes while creating import mappings. The import also validates the first ten records in your data file before you import the rest. You don't have to wait around to see if your data meets the import requirements.

Import Management supports import for all sales objects and the majority of other objects as well. The list of supported objects is growing.

Use Import Management for importing outside the scope of the Getting Started with Your Implementation guide (this guide).

Click Import Management in the Navigator.

See the Understanding Import and Export Management guide for instructions on using the import.

The File-Based Data Import for CX Sales and B2B Service guide provides information about the import attributes, including valid values and validations.

See Oracle Support Document 2576983.1 for an up-to-date list of objects Import and Export Management supports. Link provided below.

File Import

Oracle plans to discontinue File Import in the near future, so use it only for importing objects not supported by Import Management. File Import imports data files with up to 100,000 records each for the broadest range of objects.

Use File Import only for objects not yet covered by Import Management:

You can open File Import tasks from the Data Import and Export functional area in the Sales: Setup page, Setup and Maintenance work area.

You can learn how to import in the Understanding File-Based Data Import and Export guide.

The File-Based Data Import for CX Sales and B2B Service guide provides information about the import attributes, including valid values and validations.

External Data Loader Client

The data loader is a command-line tool you can use to import high-volume data files. The tool supports the same objects as Import Management.

The tool automatically splits a large data file into multiple smaller files to adhere to the application's import volume limits, and enables the tracking of import status.

Use this import method for importing very large data files for the same objects supported by Import Management.

You can download the client from Oracle Support Document 2325249.1 (External Data Loader Client) on My Oracle Support.

Instructions for using the client are available in the document and in the client itself.

For REST API documentation, see the REST API for CX Sales and B2B Service guide.

The File-Based Data Import for CX Sales and B2B Service guide provides information about the import attributes, including valid values and validations.

Web Services

Web services let you Import data directly from other applications. You can manage Import Management imports using REST web services. You can manage File Import imports with SOAP web services.

Use web services to manage import jobs if you need to import directly from an external application.

Public APIs are available for both the Import Management REST services and the File Import SOAP services.

The REST services include the following:

  • Import Activities

  • Import Activity Maps

  • Import Export Objects Metadata

The SOAP service is called the File Import Activity Service.

For REST API documentation, see the REST API for CX Sales and B2B Service guide.

For SOAP API documentation, see the SOAP Web Services for CX Sales and B2B Service guide.

The File-Based Data Import for CX Sales and B2B Service guide provides information about the import attributes, including valid values and validations.

High-Volume Import

An import mode available in both REST web services and in the External Data Loader Client that is designed to import millions of records at a time. High-Volume Import is available for the following objects:

  • Account

  • Asset

  • Contact

  • Hierarchy

  • Hierarchy Member

Use this import mode for importing very large number of records for the set of available objects. You can't use this mode with any custom import logic that you added, including Oracle workflows, ICS triggers, or custom validation.

You can access High-Volume Import either using REST services or using External Data Loader Client.

When importing using REST, set the "High-volume" attribute to enable High-Volume Import.

When importing using the External Data Loader Client, set the command-line parameter "-high-volume" to enable High-Volume Import.

For REST API documentation, see the REST API for CX Sales and B2B Service guide.

The chapter Importing Data Using External Data Loader Client in the guide File-Based Data Import for CX Sales and B2B Service provides information about using the External Data Loader Client.

Here's a diagram that illustrates the different import methods:

  • File Import (callout 1) uses SOA architecture to import data.

  • The import macros (callout 2), Import Management (callout 3), and the External Data Loader Client (callout 4) all use the same Oracle Enterprise Scheduler processes for import. When you import very large files using the EDLC client, the REST APIs (callout 5) create multiple processes to respect the Import Management file size limit.

  • If you need to import from an external application, then you can use the SOAP and REST web services directly.

Architecture of the different import methods described
in the text.

Speed Up Import Using Excel Macros

You can speed up import of up to 5,000 records at a time by using Microsoft Excel macros provided by Oracle. The macros validate your data entries, provide lists of values so you don't make mistakes, and automatically populate constant values. After you enter your data, you click a button in the macro to import. The macros automatically create an import activity for you and permit you to monitor the progress of the import activity from within the macro itself. The import macros are targeted to the simple sales automation use case covered in the guide. They can also serve as a learning tool for more complex import.

The import macros are available for these objects:

  • Sales users

  • Products

  • Product groups

  • Accounts

  • Account hierarchy

  • Contacts

  • Addresses

  • Leads

  • Opportunities

  • Opportunity revenue lines

All of the available macros use the new Import Management import feature.

You can learn how to use the macros from the steps and videos provided in this guide. The Import Data with Custom Fields chapter tells you how to modify the macros to import additional standard and custom fields. You download the Excel macros from the Oracle CX Sales: Getting Started with Your Sales Implementation: Import Macros (Document ID 2229503.1) article on My Oracle Support.