Setup Overview

Import and set up reference geography data for the countries where you do business. Importing the reference geography data makes it possible for you to set up validation for address elements such as states and cities to prevent address data entry errors.

For example, if you're setting up sales territories by states in the US, it's a good idea to have salespeople select the states from a list rather than entering them manually. Preventing address entry errors ensures that the accounts are assigned to the correct territory and that opportunities are included in forecasts. If you subscribe to the Oracle Address, Email, and Phone Verification service, you don't really need the validation. Using the service, salespeople can look up and enter valid addresses for most countries in the world at a fraction of a penny a piece. However, it's a good idea to import and set up the geography data anyway. An extra bit of validation can't hurt. Besides, the geography data you import is a shared resource that's used by HCM, supply chain, and financials cloud services, and it's free!

Oracle licenses geography data from Loqate that you can import, at no additional cost. Alternatively, you can license geography data from another supplier and import it from a file. For more information about importing third-party geography data, see the guide Understanding Import and Export Management for CX Sales and Fusion Service.

Here's the list of the setup tasks. You can open the tasks from the Sales offering in the Setup and Maintenance work area. Tasks are organized by functional areas. Remember that you may have to show All Tasks to see the task that you want.

Step	Applies To	Description	Functional Area and Task Name	Where to Get More Details
1	Both Digital Sales and CX Sales	You can import the geography of up to 3 countries at a time using the Setup Assistant. You can also import countries using the Manage Geographies task.	Setup and Maintenance > Sales > Sales Foundation > Manage Geographies	See the topics: What Setup Assistant Completes for You Import Geography Reference Data
2	Both Digital Sales and CX Sales	For the countries you imported, you can enable validation and lists of values for address elements such as states. When you enable validation on an address element, the application suggests alternatives during address entry. Enabling a list of values requires the user to make a selection from a list. Both validation and lists of values are enforced in the UIs.	Setup and Maintenance > Sales > Sales Foundation > Manage Geographies	See the topic: Set Up Geography Validation
3	Both Digital Sales and CX Sales	The validation affects entries made in the application UI only. You must set the profile option Geography Address Validation Enabled to Yes to validate addresses you import.	Setup and Maintenance > Sales > Sales Foundation > Manage Administrator Profile Values	See the topic: Set Up Geography Validation
4	Both Digital Sales and CX Sales	Enable the mapping of account and contact addresses for each of the countries that you import. With mapping enabled, salespeople on the go can view their contacts on a map and obtain directions on their mobile phones with the click of a button. If you selected the geocoding option for a country in Setup Assistant, you can skip this step. Selecting geocoding for one country, enables it only for that country.	Setup and Maintenance > Sales > Sales Foundation > Manage Geographies	See the topic: Enable Address Mapping