2Get Started

This chapter contains the following:

Overview of the Sales Application

Your sales application from Oracle gives you a single interface to perform a variety of key sales tasks. The easy-to-use design means less time training, so you get up-to-speed quickly. In addition to presenting core tasks in a simple UI, the application features analytics that provide information when and where you need it. Here's a summary of the key tasks you can accomplish with the applications:

  • Manage accounts, households, and contacts.

  • Create business plans and manage customer assets.

  • Log sales calls and follow up on tasks.

  • Manage calendars and appointments.

  • Send out sales campaigns.

  • Create and update leads and convert them to opportunities.

  • Create, monitor, and update opportunities.

  • View competitor information.

  • Create and manage service requests.

  • Create and update territories and quotas.

  • Manage sales forecasts.

  • Use and share documents in the Lightbox content library.

  • Manage partner information.

  • Use the mobile application to manage customer information, leads, and opportunities.

  • View sales metrics, such as pipeline revenue and quota performance, at a glance.

Get to Know the UI and Features

Understanding the main areas of the UI and core features helps you as you work within the sales applications. UI and features include:

  • Home page:

    • The home page is your central location to navigate where you need to go to complete important tasks, like updating contact, account, lead, or opportunity information.

    • The home page contains a springboard and a panel that shows different useful items, depending on setup. For example, it can show you company announcements or a news feed.

  • Springboard:

    • The springboard shows a set of functional area icons.

    • Use springboard icons to open pages and applications.

  • Accounts and contacts:

    • Create and manage accounts, contacts, and households for selling.

    • View and manage associated items, such as interactions, leads, opportunities, and appointments.

  • Calendars, Tasks, and Call Reports:

    • Use calendars and tasks in Activities area.

    • Create and manage appointments and tasks, and associate them with the contacts, leads, and opportunities you're working on.

    • Manage team calendars and respond to autogenerated tasks.

    • Enter and submit call reports.

  • Leads:

    • View and edit lead information, including products, budget, and deal size.

    • Create, qualify, and convert leads.

  • Sales campaigns:

    • Create sales campaigns to target contacts from multiple sources including the contact repository and previous campaigns.

    • Manage all the information related to your sales campaign such as monitoring responses.

  • Opportunities:

    • Create and manage opportunity information, such as owner, product revenue, win probability, sales stage, and more.

    • Manage all the information related to your opportunities like relationships, contacts, appointments, and sales team members from one, convenient portal.

  • Sales forecasting:

    • View forecast, pipeline, and won amounts for current, past, and upcoming quarters.

    • See forecast trends over time.

  • Partner management:

    • Manage partners, including their leads and opportunities.

    • Review notification requests and manage activities and notes related to partners.

    • Manage partner enrollments.

  • Sales analytics:

    • Predefined infolets contain key metrics, such as Top Open Deals or Stalled Deals. You navigate to the infolets using the pagination controls (clickable dots).

    • Gain insight into your performance against your quota.

    • View your pipeline, including total opportunity revenue, revenue per sales stage, and opportunity count in the pipeline.

  • Additional configuration (administrators only):

    • Set any one of several different themes to change look and feel.

    • Change icon style, button shape, and logo to personalize the user experience.

    • Configure news and announcements on the home page.

A Personalized UI

As you work in the sales application, the application saves certain changes you make. This personalization applies only to you, and it remains as you sign out of the application and sign back in.

Here are a couple of ways to improve your own personal application experience:

  • Save searches: Save your personalized searches in work areas so you don't have to recreate them each time you sign in.

  • Home page: Show what you want to see or not see on the home page, such as work area icons.

Keep in mind that some changes remain only while you're working on a page, for example, changes to the column widths of a table. When you next refresh the page, even in the same session, table column widths are restored to their original sizes.

Overview of Work Areas

A work area is a set of pages that provides everything you need to accomplish a business goal.

You can use work area icons on your home page or the Navigator to open work areas. When you open any work area, you see a landing page. Landing pages typically summarize data and let you drill down to more details. Often you can change the records that you view by running different searches or filters, or by clicking an infotile, if any on the landing page. Let's explore a couple of work areas.

Landing Pages with Searches and Filters

Some landing pages have filters you can use to view specific set of records that you're looking for. For example, you can remove some values to exclude records that you don't want to see, and then hide the filters. You can also use the search to find what you need. You can select the Actions menu to get going with a few tasks on the specific records, or open the record to see or edit details on another page.

Here's a landing page of a work area, where you use searches (1) and filters (2) to view specific records, and the Actions menu (3) to do your tasks.

The landing page of a work area showing the searches
and filters you can use to view specific record, and the Actions menu.

Sometimes, you might find this record in the form of a grid or list. You can use the Grid icon and the List icon to switch between these two views of the same records.

Landing Pages with Quick Access to Key Tasks

Now let's see another work area where you get quick access to a set of related tasks. On these landing pages, you easily see the key tasks you can do in the work area.

Here's a landing page of a work area, where you can quickly access the key tasks (1).

The landing page of a work area, where you can
quickly access the key tasks.

Landing Pages with Infotiles

Other than filters and searches, there are other ways for you to get to what you need to work on.

Some landing pages show the work areas with infotiles, which display key information about a set of records. You can click links in the infotile to filter the records. For example, you can see the list of items you need to act on.

The landing page showing infotiles.

This table shows the available UI elements on the landing page and explains what you use them for.

Callout Number UI Element What You Use It For

1

Row of infotiles

Display key information about a set of records, such as expense items and expense reports.

2

Summary table

  • View records for the infotile you select.

  • Drill down from the landing page to a specific record.

3

Panel tab

Do additional tasks, such as use the links to go to related tasks or view reports.

Some landing pages have tabs on the left you can use to go to another page in the same work area.

Here's a landing page of a work area with tabs on the left (1).

The landing page of a work area, where you view
tabs on the left.

Landing Pages with Infolets

Some landing pages consist of only infolets. This is what a landing page with infolets looks like.

This is what a landing page with infolets looks like.

The landing page showing the infolets.

From an infolet, you can usually open other pages in the same work area or another work area.

There are many other types of work areas, which you can explore!

About Recent Items

Whenever you view records or make changes to records, that event gets added to your recent items list. Recent items help you when you search or enter information, because they automatically populate items you've recently viewed or accessed.

Recent items are available in:

  • Find search boxes on landing pages

  • Favorites and Recent Items list (accessible from the global header)

  • In search boxes in application page, such as when adding an opportunity to an account

Scenarios for When Recent Item Relationships Occur

These simple scenarios illustrate when the application establishes a recent items relationship:

  • You create a record, such as a lead, an opportunity, or an activity like a task or appointment.

  • You drill into the edit page of a record that's not among the recent items, for example, you open a task.

  • You sign out of the application.

This scenario is a little more complex and illustrates how recent items can appear in other objects:

  • An appointment has Opportunity 1 associated with it.

  • You edit Opportunity 2 and save the opportunity.

  • You go into the same appointment and remove Opportunity 1, and then click on the drop-down list for opportunities, to associate a different opportunity with the appointment.

  • In the appointment's drop-down list for opportunities, the application shows the last opportunity (Opportunity 2) first in the list.

Your administrator can configure how long to keep recent items in the database. The default is 30 days.

Mark Favorite Records

Mark your favorite records so that you can find them more easily. To mark a favorite record, you:

  • Click the favorite icon in the edit page of a record.

  • In Workspace, click the favorite icon for the record in the list page.

    Note: Your administrator must enable the favorites functionality in Workspace. See the related topic, Enable the Favorite Field for Quick Access to Records.

You can mark favorites in these areas:

  • Accounts and contacts

  • Assets

  • Activities

  • Campaigns

  • Deal registrations

  • Leads

  • Opportunities

  • Partners and partner contacts

  • Territories

  • Custom objects

You can also mark favorites in the CX Sales Mobile app and in Sales for Microsoft 365.

Notifications alert you that something requires your attention or action. Click the Notifications icon in the global header to open your notifications list. The number on the icon tells you how many pending notifications you have, if any. Pending means that you haven't acted on the notification or dismissed it yet.

Most notifications are for workflow tasks, but not all. So it's possible that what you see in the list isn't the same as what you see assigned to you in the Worklist: Notifications and Approvals work area. Also, for one task you see in that work area, you might get more than one notification. For example, one notification that someone requests information from you about the task, and later another notification that the task is approved.

Here's an example of the notifications list in the global header. The Notifications icon says there are 25 pending notifications. The first three are new ones you have never seen before and require some action on your end. The third one you can approve or reject without even opening the notification. The next two are just FYI.

Notifications list in the global header opened
by clicking the Notifications icon

On your home page, you can also find notifications in the Things to Finish section, which looks like this.

Things to Finish section on the home page

The first card in the Things to Finish section has two numbers:

  • Assigned to Me: The number of notifications assigned to you either to act on or just FYI, in this case 10. The rest of the cards in the Things to Finish section are the notifications assigned to you, the exact same as the pending notifications you see in the global header.

  • Created by Me: The number of workflow tasks you submitted that are still pending final approval, in this case 2.

Here are some things to know about both the Things to Finish section and the notifications list in the global header:

  • From either place, you can open the Notifications page. That's where you can view and manage all your notifications in one place, not just the ones that are pending and assigned to you.

  • Updates you make to workflow tasks in the global header, for example approving them, are automatically reflected in the Things to Finish section. Same goes the other way around, too. But changes you make elsewhere and changes that someone else makes aren't reflected in either place until the Synchronize Notifications in Global Header process runs, for example every two hours. The scheduled process updates workflow notifications with the latest task status and removes notifications older than 30 days no matter the status. For example, you approved one task from email, and someone else in the approval group that you're part of rejected another task from their notifications list. After synchronization, the notifications asking approval for these two tasks are removed from your list in the global header and your Things to Finish section. Because these tasks are no longer pending for you, based on the latest task status.

No matter where you see the notification, the language of the notification title might not be the same as the language that you selected when you signed in to the application. The title is always displayed in the language that was used when the notification was generated.

How You Address Your Notifications

To view and act on notifications in the Things to Finish section, the global header, or the Notifications page:

  1. Click the Notifications icon in the global header, or go to the Things to Finish section on the home page.

    • In the list that opens up in the global header, the New icon (a blue dot) identifies any new notifications. Even if you close the list now without doing anything else, the same notifications are no longer new the next time you open the list.

    • In the Things to Finish section, you can click the Close icon just to remove the card. The notification is still assigned to you, so you can still find it, for example, in the global header or the Assigned to Me tab on the Notifications page.

  2. Go on to the next step, or click one of these links to open the Notifications page:

    • Show All from the notifications list in the global header

    • A number on the first Things to Finish card to open the corresponding tab on the Notifications page, Assigned to Me or Created by Me

    • Show More in the Things to Finish section

  3. For a notification that requires action, you have a few options:

    • Click the Approve or Reject button, where available.

    • Open the Actions menu and select an action, where available.

    • Click the notification title to see the details and select from all possible actions you can take. For workflow tasks, you get the same task details that you do from your worklist, using the Worklist: Notifications and Approvals work area or region.

  4. For a notification that doesn't require action, you also have a few options:

    • Click the Dismiss button to acknowledge the notification. For workflow tasks, this option is available only for FYI tasks. The FYI task itself isn't marked as acknowledged, so it's still pending to be either manually or automatically completed.

    • On the Assigned to Me tab on the Notifications page, click the Dismiss All button.

      • For workflow tasks, this option is available only for tasks where action is already taken and there's no more action pending with assignees. For example, the task is approved or withdrawn. This option doesn't apply to FYI workflow tasks.

      • If you still see some notifications after you click Dismiss All, those are notifications for FYI workflow tasks, notifications that still require action, or notifications that you have to first open up to see details before dismissing.

    • Click the notification title to open the details.

    • Just read the notification title, if the title is text-only and not a link because there aren't any details to display.

  5. On the Created by Me tab on the Notifications page, you can see the workflow tasks you submitted that are pending final approval or already completed. Where available, you can take action on the pending items, for example to withdraw your request.

No matter which option you choose to address notifications that require action or not, the notification is taken off the list in the global header and is no longer assigned to you in the Things to Finish section or the Notifications page. You can still find the notification on the All tab on the Notifications page.

Use Alternate Notifications UI

If your administrator has selected the panel or banner home page layout, then you get an alternate UI when you click the Notifications icon in the global header. Also, the Things to Finish section and Notifications page aren't available.

Let's take a look at the alternate notifications list. In this example, you have two pending notifications, the first one you have never seen before. You can approve or reject both notifications without even opening them.

Notifications list in the global header opened
by clicking the Notifications icon, in alternate UI that comes only
with the panel or banner home page layout selected as default

Here's how you use the alternate notifications list in the global header:

  1. Click the Notifications icon in the global header.

    In the list that opens up, the New icon (a blue dot) identifies any new notifications. Even if you close the list now without doing anything else, the same notifications are no longer new the next time you open the list.

  2. Take any of these steps to get another view of notifications:

    • Click the drop-down button to switch between pending notifications and all notifications.

    • Search the notification titles.

    • Click the More Details button to view and manage workflow tasks in your worklist.

  3. For a notification requiring action, you have a few options:

    • Click the Approve or Reject link, where available.

    • Open the Actions menu and select an action, where available.

    • Click the notification title to see the details and select from all possible actions you can take. For workflow tasks, you get the same task details that you do from your worklist, using the Worklist: Notifications and Approvals work area or region.

    The notification goes off the pending list now that you have acted on it.

  4. For a notification that doesn't require action, you also have a few options:

    • Click the Clear icon that appears when you hover over the notification, to dismiss the notification.

    • Click the notification title to open the details.

    • Just read the notification title, if the title is text-only and not a link because there aren't any details to display.

    In all cases, the notification is considered read and taken off the pending list. To keep a notification as pending, you can click the Undo link that temporarily shows up near the notification title after you click the title or Clear icon.

We all can use a helping hand sometimes. To get help for what you're working on, use the help icons that are on many of the pages you use. The icons open help windows that can have informational text, links to help content, or both, and maybe even include help that your company added.

Use Help Windows

Here's what you do:

  1. Click a help icon. The help window gives you information specific to the page or part of the page that the icon is on.

  2. In the help window, click any of the links available.

    • You see help links in your preferred language only if there's content in that language. If not, you see links in English.

    • Help content opens in a new browser tab so you can keep that open while you work.

    • You can do more with the help than just read it. Options can include printing, downloading, or emailing the help.

  3. Most of the links open guides in the Oracle Help Center. You can use the Table of Contents tab to move around in the guide for other information. Or, to search within the guide, open the Search tab and run a search with the Search this book option selected, as we see here.

    Search tab with the option selected to search within
the currently open guide

What to Do If You Don't See Help Icons

If you don't see any help icons on the page, click your user image or name in the global header and select Show Help Icons. You reveal any icons on your current page, and any other page you might use, but not all pages have help icons. In that case, click your user image or name in the global header and select Applications Help to open the Oracle Help Center.

Find Guides, Readiness Material, and Other Resources

The Oracle Help Center (https://docs.oracle.com) has guides, videos, readiness material, and other resources for Oracle Applications Cloud.

  • Guides give you cumulative information about all features in each cloud service, for example how to use, set up, and extend them.

  • Readiness documents tell you what's new or changed in a particular release update. This material is published before the update happens, to help you prepare for it.

In the application, when you click links in help windows, most of the time you open a specific guide in the Help Center. From there, you can search or browse to find other content. Or, if you're on the oracle.com site, open the Resources menu and select Documentation to get to the Help Center. It's a good idea to bookmark the Help Center.

Let's take a look at how you can move around and find what you're looking for in the Help Center.

Browse for Cumulative Content About a Cloud Service

Here's how you find guides, videos, and other resources:

  1. From anywhere in the Oracle Help Center, open the main menu and click Cloud Applications. Or, click Cloud Applications on the Help Center home page.

  2. On the Oracle Cloud Applications Documentation page, browse the cloud services which are organized in categories.

  3. Click the name of your cloud service.

  4. On the main page for the cloud service, select a release update if you don't want to see the latest content.

  5. Use the navigation pane to get to a specific guide, video, or other resource. Here are some examples of where you might go:

    • All Books or Videos: Get all the videos or guides for the cloud service.

      • On the Videos or All Books page, you can use the View list to filter by category.

      • Most guides are available in multiple formats, for example HTML and PDF.

    • Top Tasks: Click a task category and then a specific, common task to go straight to information that will help you with that task.

    • APIs & Schema: Get reference information about APIs and schema details.

Tip: Use the breadcrumbs to get to other parts of the Help Center.

Search Within or Across Guides

The scope of the search in the global header of the Oracle Help Center depends on the page you're on. For example, on the Oracle Cloud Applications Documentation page, you search across guides for all cloud services. On the pages for a specific cloud service, you search only within that service, which gives you more targeted results. If you want to search within one guide, use the Search tab in the guide.

Let's take a look what we can do with the search results. In this case, the first result is a guide, but you might also see other types of resources, such as videos, reference architecture and solution playbooks, or readiness material. And they might come from places other than the Help Center, for example My Oracle Support (https://support.oracle.com), oracle.com, or YouTube.

Search results in the Oracle Help Center
Callout Number What You Can Do

1

Remove a filter from the search to get more results.

2

Apply more filters to narrow down your choices, for example based on publication date.

3

Open the main page for a product with a name that matches at least one of your search terms. The filters in the search field don't apply to these matches.

4

See search results from this product.

5

Open the title page for a guide with content that matches your search terms.

6

See when this guide was published.

7

Open a specific chapter in this guide.

8

See more chapters in this guide.

Review Readiness Documents

Let's find the readiness material that can help you prepare for your next quarterly update:

  1. On a page in the Oracle Help Center for your cloud service, click Cloud Readiness / What's New in the navigation pane.

  2. On the main page in Oracle Cloud Readiness for your service, find the What's New subsection in the Essential Content section.

  3. Click HTML or PDF to open a What's New document in a new browser tab.

  4. Click the release update you want to review.

  5. In the table of contents, click Feature Summary to see which features are enabled or disabled by default. You need to take action to make disabled features available to your users.

  6. If you see an Opt In Expiration tab, click it to see when disabled features will become enabled by default.

  7. Click the tab for your release update to go back and see the details about specific features.

  8. Return to the browser tab with the main page for your cloud service to explore other readiness content. From there you can also jump over to other cloud services.