What Setup Assistant Completes for You

Here's a table summarizing the information you enter in Setup Assistant, what it does for you, and what other tasks you must complete in the application itself. See the chapters referenced in the last column for details about additional setups you need to complete manually. The Setup Assistant completes some setups without any entries from you. These include the running of indexing processes for global and work area searches, for example. Be sure to check each chapter to learn what's set up for you behind the scenes.

Setup Assistant Section	Setup Assistant Entries and Actions	Steps to Complete Manually	More Information
Company Information	You enter the company name, street address, country, and the corporate currency. Setup Assistant creates a rudimentary enterprise structure required for Oracle Fusion Cloud applications. Except for the currency, the information you enter doesn't appear anywhere in your sales application. The currency you select becomes the default currency in your sales transactions. You can't modify this information using Setup Assistant in subsequent runs.	If you need to change the corporate currency after you run Setup Assistant for the first time, then you can do so in the Sales offering, by using the Quick Setup for the Company Profile functional area.	Enter Your Company Information and Corporate Currency
Accounting Calendar	Based on your entries, Setup Assistant creates the periods for your sales forecasts, quotas, and reports. Setup Assistant creates the default accounting calendar for 5 years starting on the first day of the month and the year you enter. You should start the calendar at least 2 years in the past, to allow for historical data you may import. You can't make changes after you submit on the first run.	None. In the future, you can generate additional periods and years for forecasting using Manage Accounting Calendar setup task.	Accounting Calendar Setup Tasks Setup Assistant Completes for You
Geographies	You can import reference geography data for countries where you do business and enable the countries for address mapping. You can import additional countries in subsequent runs.	You can set up UI validation for CX Sales UIs and import additional countries using the Manage Geographies setup task.	Setup Assistant and Geography Data
Top of the Sales Resource Hierarchy	You enter the name, email address, and resource organization name of the Chief Executive Officer. Even if the CEO never uses your sales application, having him or her at the top of the hierarchy makes it easier for you to build the rest of the resource hierarchy underneath. The sales application creates the resource hierarchy from the resource organization hierarchy, so you must enter a resource organization name for every manager. The resource organization name doesn't have to correspond to any actual organization, so for the CEO you can enter the company name. Both the CEO's name and the resource organization name appear in the sales resource directory, so make sure you enter them the way you would like them displayed to the sales organization. The application sends email notifications to users when their accounts are created. If you don't want to spam the CEO, enter a dummy email address. You can't update this information in Setup Assistant on subsequent runs.	After creating the CEO, you must import the rest of the users or create them manually in the UI.	See the topics: Overview of Sales User Import Create Sales Users in the UI
Sales Catalog Root Product Group	Sales Assistant creates the top node of your sales catalog. In addition, the application automatically creates all of the prerequisites for creating products, including the units of measure salespeople use to enter product quantity in opportunities. You can't update this information in Setup Assistant on subsequent runs.	You must create the rest of the sales catalog in the application either in the UI or using import. You may also need to create additional units of measure. For example, the application creates Unit, but not Each. If you want to salespeople to use Each for entering products in opportunities, then you must create the unit of measure using the task Manage Units of Measure.	See the topics: Overview of Sales Catalog Setup Review Units of Measure for Products
Resource Roles and Role Mappings	Your entries in Setup Assistant can create additional resource roles and the accompanying role-provisioning rules. For example, if your sales organization includes sales support agents, you enter the resource role name here and select the job role you want to provision to salespeople with that title. Setup assistant creates the accompanying role-provisioning rule automatically. You can add more resource roles on subsequent Setup Assistant runs.	None. You can also create additional resource roles and role-provisioning rules manually, as described in the Get Ready to Create Sales Users chapter.	How Setup Assistant Gets You Ready to Create Sales Users
Opportunities	Set the default sales method to guide salespeople through the sales process. Unless you create additional sales methods ahead of time, you can select one of the two predefined sales methods: standard or accelerated. You can edit the names of sales stages for the selected sales method, add new ones, or reorder them. By default salespeople must enter both win or loss reasons and the primary competitors when they close an opportunity in the UI. When salespeople open opportunities, the application automatically enters a default close date for the opportunity 20 days after the opportunity creation date. You can change these defaults.	You must complete these steps outside Setup Assistant: Modify opportunity statuses Set up win and loss reasons. Set up your own sales methods Set up Sales Coach (CX Sales-only feature)	Setup Assistant and Opportunities
Competitors	You can create the competitors salespeople can enter when closing lost opportunities. In Setup Assistant, you enter the basic information including the organization size, line of business, and threat level. You can create additional competitors on subsequent runs.	None, but you can enter additional competitor details in the CX Sales Competitors work area.	Review the List of Competitors and Create Additional Ones
Setup Users	Create other users to help you with setup. The application automatically notifies setup users by email that their accounts are created and allows them to set their passwords. The user names are set to the email address by default. You can create additional setup users on subsequent runs.	None. You can also create additional setup users in the UI, using the Manage Users task.	Create Setup Users
Forecast by Opportunity Owner	If individual salespeople in the sales organization own all of their opportunities and forecast them up the management chain, then select this option. Don't select this option if your organization uses geography, product, industry, or other territory dimensions to assign salespeople to opportunities. You must instead set up forecasting as described in this guide. You can't change the setting after your initial Setup Assistant run. You select the option in Setup Assistant and then enable a sales territory dimension as described in the topic: Complete One-Time Manual Step If You Enabled Forecast by Opportunity Owner. This manual setup is required internally by the application even though you're not using territory dimensions.	You must run several processes to update both the resource and sales territory hierarchies after you create and import users: Send Pending LDAP Requests Update Person Search Keywords Reporting Hierarchy Generation Synchronize User GUID Refresh Territories from Resources process	Run Processes to Complete Resource and Resource Hierarchy Creation Run the Refresh Territories from Resources Process Overview of Sales Territory and Assignment Setup Overview of Forecasting Setup
Adaptive Search	Select all of the sales objects you want to enable for Adaptive Search. You can't enable additional objects in Setup Assistant in subsequent runs. Adaptive Search powers all Digital Sales search. In CX Sales, it powers Workspace and other work areas, global search (the search at the top of the page), REST APIs, and infolets powered by Adaptive Search. The Setup Assistant runs the required indexing process and schedules an hourly index refresh. (This is the equivalent of running a full publish for Adaptive Search.)	You can make additional fields searchable in Adaptive Search. You can also enable additional objects for use with REST APIs and other products using the Configure Adaptive Search task in Setup and Maintenance.	Setup Assistant and Search Overview of Optional Setup for Adaptive Search Make Additional Fields Searchable