Speed Up Your Initial Setup with Setup Assistant

Use the Setup Assistant to automate many of the initial setups in your sales application. You enter the minimum required information directly in Setup Assistant or gather the information offline using an Excel template. Setup Assistant then runs background processes that complete many of the initial setups for you.

You can use Setup Assistant for Sales stand-alone implementations as well as implementations on top of other Oracle Fusion Cloud applications.

You can run Setup Assistant up to 5 times to add information, but 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.