Configure the App for Partner Relationship Management

Channel managers and Partner users can leverage the CX Sales Mobile app to manage and grow channel sales efficiently on the go. Channel managers can manage partners, partner contacts, and other partner related information. Partners can access all of the standard sales features, such as leads and opportunities, so that they can track and manage their partner sales activities.

All of the Partner Relationship Management features are available as standard for the following roles:

• Partner Sales Representative

• Partner Sales Manager

• Partner Administrator

• Channel Account Manager

• Channel Sales Manager

• Channel Operations Manager

The Partner and Partner Contact Management features are available as standard for these roles:

• Channel Account Manager

• Channel Sales Manager

• Channel Operations Manager

You can also configure CX Sales Mobile to suit your particular channel and partner management business requirements, and allow other roles access to PRM features. Here's what you can configure:

Configure the Home Page for Channel Manager Roles

All PRM roles have access to their pipelines, tasks, and appointments on the home page by default. In addition, you can add a partner card containing high-level partner information to the home page, which enables channel managers to get a summary of their partner sales information. Here's how:

1. Sign in to the Oracle CX Sales application as user with a Sales Administrator role.

2. Select the sandbox you want use for your configurations.

3. Open Application Composer by selecting Application Composer under the Configuration category in the Navigator menu.

4. Under the Common Setup Menu, or on the Overview page, click Mobile Application Setup.

5. Click the CX Sales Mobile Composer tab to open the CX Sales Mobile configuration tool.

6. In the Application Features pane, click Cards.

7. In the Layouts pane, create a new home page layout by clicking the Click to Clone icon.

8. Enter a layout name and click Ok.

9. In the Assigned Roles pane, select the channel managers roles that will view the home page.

10. Scroll to the bottom of the interface designer and click + Add Custom Card at the bottom of the home page.

11. Select the Partner object card from the list and then on the next page select the Workspace saved search for the card.

12. Edit the header and title, and add an aggregation field and footer. You can hide the total number of relevant partner objects by clicking the eye icon, ensuring it has a cross through it. You can also change the saved search by clicking the more button (three horizontal dots) on the card.

13. If you want to hide the pipeline, tasks, and appointments cards, click the relevant card in the interface designer, and disable the Show Card option in the Card Settings pane.

14. If you want to rename the strings on the cards, you need to use the I18N feature. See the Rename Child Objects and Strings in the App topic for more details.

15. Click Save.

16. Test and publish your new page layouts. See the Test Your Configurations topic for details about how to check your mobile configurations.

Allow or Restrict Access to the Partner Object in the Main Menu

The Partner object appears in the main menu out of the box for these channel manager roles:

• Channel Account Manager

• Channel Operations Manager

• Channel Sales Manager

If you would like to allow another role to have access to the Partner object in the main menu, or you want to hide the Partner object for a particular channel manager role, follow these steps:

1. Follow the first five steps in the Configure the Home Page for Channel Manager Roles section above.

2. In the interface designer, click the main menu and then click the Partners object.

3. In the Feature Details pane, click Assigned Roles and add or remove roles by either searching for a role to add a role, or click the cross icon to remove a role.

4. Click Save.

5. Test and publish your new page layouts. See the Test Your Configurations topic for details about how to check your mobile configurations.

Set up Page Layouts for the Partner Object

You can create your own page layouts for the Partner object, so that the pages reflect your business requirements. You can create List and Summary page layouts, and you can also configure the Partner picker and global search. For information about creating these page layouts, see the following topics in the Implementing Sales guide:

• Configure the App Using the Configuration Tool

• Configure the List Page Layout

• Configure the Summary Page Layout

• Configure the Picker Layout

• Configure the Global Search Layout

Note: There isn't an Edit page layout available for the Partner object.

Add the Partner Field to Sales Object Page Layouts

You can add partner fields to other sales object page layouts, such as the Primary Partner field in opportunity page layouts and the Partner Party Name field in task page layouts. See the Configure the App Using the Configuration Tool topic for information about how to add fields to page layouts.

Add the Partner Object to Summary Page Layouts

You can also add the Partner object as a related object in other sales object summary page layouts, such as the opportunity summary page layout, so that channel managers can see the related partner information for the respective object. See the Child and Related Object sections of the Configure the Summary Page Layout topic for information about how to add a related object to a summary page layout.