• Title and Copyright Information
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• 1 About This Guide
  • Audience and Scope
  • Related Guides
• 2 Partner Relationship Management
  • Overview of Partner Relationship Management and Channel Sales
  • Overview of Channel Sales Roles
• 3 Channel Sales Setup
  • Overview of Channel Sales Configuration
• 4 Create Channel Sales Users
  • Before You Create Channel Sales Users
    • What to Do Before Creating Channel Sales Users
    • What to Do Before Importing Channel Sales Users
  • Create Channel Sales Users in the UI
  • Create Channel Sales Users Using Import Management
• 5 Configure Your Sales Applications for Channel Sales
  • Partner Relationship Management for Channel Sales Setup
  • Configure Pages for Channel Sales
    • Modify Pages for Channel Sales
    • Configure Default Search on Standard Subtabs for Partners
    • Create Saved Searches for Specific Roles
    • Set Up Partner Channel Sales in Leads
    • Set Up Channel Sales in Opportunities
  • Configure Deal Registrations
    • Overview of Deal Registrations
    • Deal Registration Setup
    • Set Up Deal Registration for Channel Sales
• 6 Create Partners
  • Create Partner Accounts and Partner Contacts for Channel Sales
  • Import Partner Accounts and Partner Contacts for Channel Sales
• 7 Configure Data Migration for Channel Sales
  • Overview of Channel Sales Data Migration
  • Deal Registrations Import for Channel Sales
• 8 Set Up Sales Territories and Assignment for Channel Sales
  • Territories, Assignment, and Channel Sales
  • Configure Channel Sales Territory Assignment for Partner Accounts
  • Assign Channel Sales Manager Territories to Leads
  • Assign Channel Sales Manager Territories to Opportunities
  • Assign Channel Sales Manager Territories to Deal Registrations
• 9 Configure Business Intelligence for Channel Sales
  • Overview of Business Intelligence for Oracle Partner Relationship Management
  • Manage Access to Business Intelligence
  • Display Partner Data in Reports
  • Enable Partner Access to BI Content
  • Add Analytics to Oracle Engagement Cloud Pages
    • Sales Infolets
    • Channel Sales Manager Infolet Page
    • Enable Analytics Tabs in the MDF Work Area
    • View MDF Reports in the Analytics Work Area
• 10 Expand Your Channel Sales Capabilities
  • Create Your Own Workflows and Notification for Channel Sales
    • Create Your Own Workflows for Channel Sales
    • Configure Approval Workflow for Deal Registration
    • Configure Notifications for Deal Registration
    • Change Security to Enable Notifications Using Email Templates
  • Configure Partners
    • Partner Types
    • Configure Partners for Channel and Partner Roles
    • Create Partner Task Templates
    • Review an Impersonation Audit Record
  • Configure Leads
    • Set Up Partner Channel Sales in Leads
    • Manage Actionable Email
  • Configure Deal Registrations
    • Configure Deal Registration Assignment Rules
    • Set Up Reason Code Lookups for Deal Registration
    • Set Up Deal Registration for Opportunity Conversion Mapping
    • Configure Dynamic Layouts for Deal Registration
    • Add the Browse Catalog Button to Deal Registration Pages
  • Configure Opportunities
    • User Access to Partner Opportunities
  • Configure MDF
    • Marketing Development Funds (MDF)
    • How Marketing Development Fund (MDF) Objects Work Together
    • Critical Choices for Implementing MDF for Channel Sales
    • Configure Profile Options and Lookups for MDF
    • Configure MDF Audit Reporting
    • Example of Configuring MDF Pre-Approval Validation
    • Expose the Approval History Subtab on MDF Pages
    • Add Reject Reason, Return Reason, and Comments Fields to MDF Pages
    • Reassign Approver of MDF Claims and Requests
  • Configure Partner Programs
    • Options to Enable Partner Programs
    • Configure Tiers for Partner Programs
  • Configure Partner Program Enrollments
    • Partner Program Enrollment
    • Partner Program Enrollment Statuses
    • Overview of Partner Program Enrollments Management
  • Configure Partner Assets
    • Add the Assets Subtab to Partner Pages
  • Configure Partner Business Plans and Objectives
    • Options to Configure Partner Business Plans and Objectives for Channel Sales
  • Configure Service Requests
    • Enable the Service Offering for Partner Service Requests
    • Modify the Service Request Page Layout for Channel Managers and Partner Users
    • Add the Service Request Subtab to Deal Registration Pages
  • Configure Assessments
    • Configure Assessments for Partners
• 11 Configure Help
  • Overview of Configuring Help
  • How You Manage Different Types of Help
  • Scenario 1: Hide All Icons
    • Hide or Show Help Icons
  • Scenario 2: Hide Help Links for Partners
    • Set Up Help
    • Give People Access to Create and Edit Help
    • Create Groups to Limit Access to Added Help
    • Determine Which Links Appear and in What Order
    • Add Your Content to a Help Window
• 12 Additional Learning Resources
  • Additional Resources
  • Find Guides, Readiness Material, and Other Resources