1. Implementing Sales
  2. Overview of Account and Contact Setup

Overview of Account and Contact Setup

Here's an overview of the setups covered in this chapter:

Step

Applies To

Description

Navigation

Where to Get More Details

1

 Both CX Sales and Digital Sales

Select the industry classification category you want to use to classify your accounts in the system profile option MOT_INDUSTRY_CLASS_CATEGORY.

If the classification category you want to use isn't available in the system profile, you may be able to add it to the list of available categories using the task Manage Classification Groups.

If you're planning to enrich your data with the Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) service, you must use the 1987 SIC category unless you add additional classification categories supported by the service, such as NAICS 2017.

Choose the classification carefully, especially if you're using the industry of an account for assignment and forecasting. Switching industry categories after you enable sales territories and import account data is complicated. You must load and activate sales territory dimensions again and reimport your account data with the new classification codes.

  • In Setup and Maintenance, go to the following:

    • Offering: Sales

    • Functional Area: Territories

    • Show: All Tasks

    • Manage Classification Groups

  • In Setup and Maintenance, go to the following:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Manage Administrator Profile Values

See the topics:

2

 Both CX Sales and Digital Sales

Prevent salespeople from entering duplicate contacts and accounts in the UI by enabling automatic duplicate checking. There are just two setups required:

  • Enable the duplicate matching server.

  • Activate the duplicate matching configuration provided by Oracle.

  • In Setup and Maintenance, go to the following:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Show: All Tasks

    • Manage Server Configurations

      Manage Enterprise Data Quality Matching Configurations

See the topic: How do I enable duplicate checking in Sales?

3

 CX Sales

As delivered, the accounts UI displays and enables the entry of one primary address for each account. If you need more than one address, you can use Application Composer to enable multiple addresses on the Edit Account page, Profile tab. Salespeople can view and enter additional addresses on this tab. Other accounts pages continue to display the primary address.

When they add or edit addresses on the Profile tab, salespeople select an address type to indicate how the address is used. You must use the Application Composer tool to expose the Type field on the Add Address window.

Navigator > Configuration > Sandboxes

See the topic: How can I enable multiple addresses for accounts?

4

 CX Sales

You can make it possible for salespeople to go directly to the top account in the account hierarchy, by exposing the Ultimate Parent field in the Edit Account page Overview tab. You can make this Application Composer UI change in the same sandbox as the previous step.

Navigator > Configuration > Sandboxes

See the topic: Display the Account at the Top of the Account Hierarchy in the Account Overview Tab

5

 Both CX Sales and Digital Sales

By default, the Type field lists three address types:

  • Bill to

  • Ship to

  • Sell to

You can specify different and additional address types by editing the lookup type Party Site Use Code (PARTY_SITE_USE_CODE). This lookup type is shared with other Oracle Fusion applications. Only values tagged with SALES_CLOUD are available for use in the sales application.

In Setup and Maintenance, go to the following:

  • Offering: Sales

  • Functional Area: Sales Foundation

  • Show: All Tasks

  • Manage Standard Lookups

See the topic: Manage Address Types