Overview of Channel Sales Configuration

The following topic provides a high-level list of the steps you need to take to configure your application for channel sales, the setup task names for each step, and the name of the implementation project folder for each step.

To configure your application for channel sales, perform the following tasks:

The following table lists the configuration steps you must take to set up your implementation for channel sales, including channel user creation, configuration of the functional areas you want to use with channel sales, partner user creation and data migration, territory and assignment configuration, and business intelligence setup. This table also provides the associated setup task names where applicable.

Step Number	Step Description	Setup Task Name
Step 1.	Sign in with your sales administrator credentials and create the following channel sales users: Channel Operations Manager Channel Sales Manager Channel Account Manager These users are part of your company. Since you already implemented your applications for direct sales, you don't need to create the root resource organization for your sales organization hierarchy. You only need to assign these users with the resource roles provided by Oracle. If you have customer-defined resource roles, you can use the Manage Role Provisioning Rules task to create role provisioning rules that assign these roles to your channel sales users. The best method to create channel sales users is to manually create a few users at the top of your channel sales hierarchy in the UI to test your setups and to make sure the provisioning rules work as you intend them to. You can then import the rest of the channel sales organization hierarchy by using the template provided by Oracle.	Creating channel sales users in the UI: Users and Roles Creating channel sales users with Import Management: Manage File Import Mappings Manage File Import Activities Manage HCM Configuration for Coexistence
Step 2.	Configure the functional areas you want to use for channel sales, including: Partner Accounts and Partner Contacts (partner sales representatives) Partner Programs Partner Program Enrollments Leads Opportunities Deal Registrations Partner Business Plans and Objectives Marketing Development Funds (MDF)	Manage Partner Account Profile Options Manage Partner Contact Profile Options Manage Partner Program Profile Options Manage Partner Program Enrollment Profile Options Manage Lead Profile Options Manage Opportunity Profile Options Manage Deal Registration Profile Options Manage Partner Business Plan and Objective Profile Options
Step 3.	Configure Oracle Social Network for channel sales.	Manage Oracle Social Network Objects
Step 4.	Migrate your data to Oracle. Create or import your partner accounts and partner contacts (partner sales representatives) and build your teams of partner contacts.	Import Partner Users Define Sales Partners Manage Partner Profile Options Manage Partner Lookups Configure Partner Profile Manage Partner Level Standard Lookups Manage Partner Status Standard Lookups Manage Partner Public Status Standard Lookups Manage Partner Compliance Status Standard Lookups Manage Partner Expertise Standard Lookups Manage Partner Certification Standard Lookups Manage Partner Channel Types Standard Lookups Define Partner Tasks Manage Partner Task Template Manage Partner Note Type Mapping Manage Partner Assessment Template
Step 5.	Configure sales territories and territory assignment for channel sales.	Manage Administrator Profile Values Sales Leads and Deal Registration: Manage Sales Lead Assignment objects Manage Sales Lead Assignment Rules Opportunities and Partner Accounts: Manage Sales Assignment Manager Objects Manage Sales Assignment Manager Rules
Step 6.	Configure business intelligence for channel sales.	Not applicable