1. Implementing Sales
  2. Run Setup Assistant

Run Setup Assistant

You can use Setup Assistant to set up a stand-alone sales implementation (the subject of this guide) or to implement sales on top of another Oracle Fusion Cloud application.

Make sure that the required information you enter is correct before clicking the submit button for the first time. While you can run Setup Assistant up to 5 times to add information, you can't use it to change much of what you enter the first time around. For example, on subsequent runs you can't update the company information, the accounting calendar periods, the root of your sales catalog, or the person you designate as the top of the resource hierarchy. You must use manual setup tasks to make these corrections.

Stand-Alone Sales Implementation

Here's how to use Setup Assistant to set up Sales as a stand-alone application in a new environment.

  1. Sign in as the initial user provided by Oracle.

    To run Setup Assistant, you must have the following job roles:

    • Application Implementation Consultant

    • Application Diagnostics Administrator

    • IT Security Manager

  2. In Setup and Maintenance, go to the Setup Assistant task:

    • Offering: Sales

    • Functional Area: Company Profile

    • Task: Setup Assistant

  3. On the Setup Assistant page, click Use Excel Spreadsheet to download a spreadsheet for collecting data offline, or click Use Application to enter the data directly. Both the spreadsheet and the application include the same basic instructions.

    Note: The Excel spreadsheet is provided in English only. However, you can enter data in any of the languages supported by CX Sales.

    If you used the spreadsheet to collect your data, you must upload the data into Setup Assistant. Here's how:

    1. Click Create Import File in the spreadsheet and save the file to your desktop.

    2. In the Setup Assistant, upload the file.

    3. Click Import Data.

  4. Enter and verify the information in Setup Assistant. You can make changes until you run the setup process from the last setup page.

  5. Click Run Setup Process and monitor the process progress by clicking Refresh.

    The process takes approximately 5 minutes to complete. Contact support if you run into errors. Common errors involve web service time-outs, so you can also try running the process again to see if that fixes the error.

  6. You can add more data and run the process as many as 5 times by clicking Load More Data. You can use these subsequent runs to create additional setup users, import geographies for additional countries, add competitors, add resource roles, and so on. After each iteration, you can click View Setup History to review the changes you made in your last run.

  7. If you enabled Forecast by Opportunity Owner in Setup Assistant, then you must complete the manual setup step described in the topic: Complete One-Time Manual Step If You Enabled Forecast by Opportunity Owner.

Sales on Top of an Existing Oracle Fusion Cloud Application

Here's how you can use Setup Assistant if you're implementing sales on top of another Oracle Fusion Cloud application, such as HCM.

  1. Sign in as the initial user provided by Oracle.

    To run Setup Assistant, you must have the following job roles:

    • Application Implementation Consultant

    • Application Diagnostics Administrator

    • IT Security Manager

  2. In Setup and Maintenance, go to the Setup Assistant task:

    • Offering: Sales

    • Functional Area: Company Profile

    • Task: Setup Assistant

  3. On the Setup Assistant page, click Sales Setup Status.

  4. Click Rerun Status Check.

    The Sales Setup Status page lists the setups already completed in the environment and provides recommendations for those steps that you must complete either in Setup Assistant or elsewhere in the application.

  5. After you review the report, click Cancel.

  6. Click Use Application and enter missing information in the Setup Assistant. You can make changes until you run the setup process from the last setup page.

  7. Click Run Setup Process and monitor the process progress by clicking Refresh.

    The process takes approximately 5 minutes to complete. Contact support if you run into errors. Common errors involve web service time-outs, so you can also try running the process again to see if that fixes the error.

  8. You can add more data and run the process as many as 5 times by clicking Load More Data. You can use these subsequent runs to create additional setup users, import geographies for additional countries, add competitors, add resource roles, and so on. After each iteration, you can click View Setup History to review the changes you made in your last run.

  9. If you enabled Forecast by Opportunity Owner in Setup Assistant, then you must complete the manual setup step described in the topic: Complete One-Time Manual Step If You Enabled Forecast by Opportunity Owner.