1. How do I implement and configure Oracle CX Sales Mobile?
  2. Implementation Considerations

Implementation Considerations

Here are some best practices to follow and things to note when you're implementing Oracle CX Sales Mobile.

The Home Page

The home page is the first page that displays when users sign into the app. For salespeople, the home page can show their pipeline and tasks, and for sales managers it can show navigation shortcuts to sales objects (such as opportunity and account pages).

Here are the aspects to note about the home page:

  • The Sales Representative role, Partner Sales roles, and the Sales Administrator role have the sales pipeline and tasks added to their home page by default. The Sales Manager and Partner Sales Manager roles have their team's pipeline added to their home page by default.
  • All other job roles don't see sales pipelines and tasks by default. Instead, they see their relevant saved searches and shortcuts to view sales objects (such as viewing opportunities and accounts).
  • The pipeline shows the total amount and number of the opportunities owned by the user. The amounts are shown in the corporate currency. However, keep in mind that opportunities might have different currencies and so will use an exchange rate conversion to calculate the corporate currency amount.
  • If an accounting calendar is set up with quarters (specified in the ZCA_COMMON_CALENDAR profile option), then the pipeline uses the accounting calendar to determine the period for the current and next quarter. If there isn't an accounting calendar defined for Sales use, then the pipeline uses the standard Gregorian calendar quarter definition (January to March, April to June, July to September, October to December). If there's an accounting calendar available for Sales, but it doesn't conform to quarterly periods, or current or next quarters can't be resolved, then the pipeline uses the standard Gregorian calendar quarter definition.
  • Ensure that for the MOO_OPTY_SRCH_CLS_PERIOD lookup type that the relevant lookup values are enabled, so that the calendar displays the associated close period data:
    • If you're using the accounting calendar, ensure that the lookup value CURR_NEXT_QTR_FSCL is enabled and not end dated.
    • If you're not using the accounting calendar, ensure the lookup value CURR_NEXT_QTR is enabled and not end dated.

For more information about the home page, see the Configure the Home Page topic.

Search Features

Salespeople can use the global search feature directly from any page to find any type of record quickly and easily. They can also use saved searches for each of the objects that are set up using Workspace and that are shared across the CX Sales Mobile app and the Sales app.

Here are the aspects to note about the global search and Adaptive Search features:

  • The global search feature appears at the end of every page and uses Adaptive Search. Search capabilities that are available in other parts of a page also use Adaptive Search, but they only search the object type that the user is viewing. For example, if the user is viewing an opportunity list and uses the search field at the top of the page, then CX Sales Mobile searches for opportunities only.
  • CX Sales Mobile uses Adaptive Search and Adaptive Search configuration, so if an object isn't enabled for Adaptive Search, then it won't appear in CX Sales Mobile search results. For example, if you create four custom objects, enable them all for Adaptive Search, but only enable one for mobile, then only the one custom object is included in the CX Sales mobile search results.
  • The search is also limited to the standard sales objects that are available in CX Sales Mobile and custom objects. Therefore, if you try to search for a deal for example, it won't appear in the search results.
  • You can't configure the information that's shown in the global search results.
  • The global search uses a keyword search for all objects enabled for CX Sales Mobile and for all fields that are in those objects. To narrow the search results to a specific object, use the Show filter to filter the search results.

Here are the aspects to note about the saved search feature for each of the objects:

  • You can enable predefined or custom saved searches for each object in Workspace and make them available for all users generally, or you can restrict them by role. In addition, sales users can also create their own personal saved searches. All the saved searches that are available in Workspace for a user are also available in CX Sales Mobile for that user.
  • The last used saved search for an object, and the last used sort option for a saved search, are used by the app until the user closes and restarts the app. For example, if the user had chosen the "All Opportunities" saved search, rather than the default "My Open Opportunities", when the user returns to the opportunity list, the "All Opportunities" saved search is shown, as that was their last used saved search.
  • Custom activity saved searches need to be set up with their corresponding activity type criterion, so that they display in the CX Sales Mobile saved search list. For example, custom task saved searches need to be associated with the Task activity type in Workspace, otherwise the saved search won't be shown in the CX Sales Mobile Task saved search list.

FAQs

Here are some FAQs about the features outlined in this topic:

  • Question: Why can't I see a pipeline or tasks in the home page?

    Answer: Only users with the Sales Representative (ORA_ZBS_SALES_REPRESENTATIVE_JOB) and Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB) roles see their pipeline and tasks by default.

  • Question: Why can't I find what I'm searching for?

    Answer: If an object isn't enabled for Adaptive Search, then it won't appear on in CX Sales Mobile search results.