Concepts for Creating Sales Resources

Unlike setup users you created earlier, you must create sales users as resources who are part of the sales resource hierarchy. You can create sales users either in the Manage Users task UI or by resource import. You can't create resources in the Security Console.

Review these important concepts before you being to create sales resources:

How the Setup Assistant Gets You Ready to Create Sales Users
Sales Resource Hierarchy
Role-Provisioning Rules the Setup Assistant Creates Automatically
Resource Roles That Provide Access to Sales in the Redwood UX
When You Need More Resource Roles and Role-Provisioning Rules

How the Setup Assistant Gets You Ready to Create Sales Users

Here's how the Setup Assistant helps you get ready to create sales users and the setups you might need to complete manually.

What Setup Assistant Does	What You Might Need to Do Manually
Creates more resource roles. All you do is enter their names.	After you run Setup Assistant, you can create more resource roles manually in Setup and Maintenance, using the Manage Resource Roles task. To get to this task, in the Sales offering's Users and Security functional area, find the Manage Resource Roles task.
Creates the role-provisioning rules for the standard resource roles provided by Oracle and for any other resource roles that you created in the Setup Assistant.	You can also create more provisioning rules for any resource roles you create outside the Setup Assistant in Setup and Maintenance, using the task Manage HCM Role Provisioning Rules. To get to this task, in the Sales offering's Users and Security functional area, find the Manage HCM Role Provisioning Rules task.
Sets the resource organization that you entered for the CEO as the top of the resource organization hierarchy. The Setup Assistant eliminates two manual steps: Creating the resource organization Using the Manage Resource Organization Hierarchies task to specify that resource organization as the top of the Internal Resource Organization Hierarchy	If you need to change the name of the resource organization after you run Setup Assistant, you can edit it in Setup and Maintenance, using the Manage Internal Resource Organizations task. To get to this task, in the Sales offering's Users and Security functional area, find the Manage Internal Resource Organizations task.
Prevents you from accidentally entering duplicate email addresses for users by setting the profile option, Enable Validation of User Work Email.	NA

Sales Resource Hierarchy

The sales resource hierarchy shows up as the org chart in the Resource Directory. It also:

Controls which users can see what sales information.
Forms the basis of your forecasting setup. For example, sales managers can view and forecast the opportunities of their subordinates, but not the opportunities managed by others.

Important: The resource hierarchy you build doesn't have to match the formal reporting hierarchy in the Oracle HCM. The application builds the resource organization hierarchy using the management hierarchy that you specify when you create users. You must enter a manager for each user you create, except for the top of the resource hierarchy.

Role-Provisioning Rules the Setup Assistant Creates Automatically

The Setup Assistant automatically creates the role-provisioning rules for users with all the standard sales resource roles. The rules provision users with the job roles and abstract roles they need.

If you didn't use Setup Assistant, perhaps because you're implementing multiple services at the same time, then you must create all of the role-provisioning rules manually. You create the rules using the Manage HCM Role Provisioning Rules task.

Here's a list of the role-provisioning rules that the Setup Assistant creates, the condition that triggers the provisioning, and the job and abstract roles each rule provisions. You can get a description of each job and abstract role from the Security Reference for CX Sales and Fusion Service guide.

Role-Provisioning Rules Setup Assistant Creates

Provisioning Rule Name	Condition	Job or Abstract Roles Provisioned	UI Access Provided
Sales Administrator	HR assignment status: active Resource role: Sales Administrator	Sales Administrator Resource	Sales in the Redwood UX Classic Sales
Sales Manager	HR assignment status: active Resource role: Sales Manager	Sales Manager Resource	Sales in the Redwood UX Classic Sales
Sales Representative	HR assignment status: active Resource role: Salesperson	Sales Representative Resource	Sales in the Redwood UX Classic Sales
Sales Vice President	HR Assignment Status is Active Resource Role is Sales Vice President	Sales VP Resource	Both CX Sales and Sales in the Redwood UX UIs
Sales Setup User	HR Assignment Status is Active Resource Role is Sales Setup User	Application Implementation Consultant IT Security Manager Application Diagnostics Administrator Sales Administrator Sales Analyst	Both CX Sales and Sales in the Redwood UX UIs
Employee	HR Assignment Status is Active System Person Type is Employee	Employee	Not applicable.
Channel Account Manager	HR Assignment Status is Active Resource Role is Channel Account Manager	Channel Account Manager Resource	Classic Sales
Channel Sales Manager	HR Assignment Status is Active Resource Role is Channel Sales Manager	Channel Sales Manager Resource	Classic Sales
Channel Operations Manager	HR Assignment Status is Active Resource Role is Channel Operations Manager	Channel Operations Manager Resource	Classic Sales
Chief Executive Officer	HR Assignment Status is Active Resource Role is Chief Executive Officer	Sales VP Resource	Classic Sales
Contract Administrator	HR Assignment Status is Active Resource Role is Contract Administrator	Contract Administrator Resource	Classic Sales
Contract Manager	HR Assignment Status is Active Resource Role is Contract Manager	Contract Manager Resource	Classic Sales
Customer Data Steward	HR Assignment Status is Active Resource Role is Customer Data Steward	Customer Data Steward Resource	Classic Sales
Data Steward Manager	HR Assignment Status is Active Resource Role is Data Steward Manager	Data Steward Manager Resource	Classic Sales
Partner Administrator	Resource Role is Partner Administrator	Partner Administrator	Classic Sales
Partner Sales Manager	Resource Role is Partner Sales Manager	Partner Sales Manager	Classic Sales
Partner Sales Representative	Resource Role is Partner Salesperson	Partner Sales Representative	Classic Sales
Sales Lead Qualifier	HR Assignment Status is Active Resource Role is Sales Lead Qualifier	Sales Lead Qualifier Resource	Classic Sales
Sales Restricted User	HR Assignment Status is Active Resource Role is Sales Restricted User	Sales Restricted User Resource	Classic Sales
Contingent Worker	HR Assignment Status is Active System Person Type is Contingent Worker	Contingent Worker	Classic Sales

You create sales users as employees. So, two role-provisioning rules come into play:

The rule triggered by the users' resource roles
The rule triggered by the fact that they're employees

For example, when you create a user with the Sales Manager resource role provided by Oracle, the application automatically provisions the Sales Manager job role and the Resource abstract role. Because you're creating the user as an employee, the application also provisions the Employee abstract role.

Resource Roles That Provide Access to Sales in the Redwood UX

When you assign these four resource roles to resources, the role provisioning-rules created automatically by the Setup Assistant provide access to Sales in the Redwood UX. They also provide users access to the classic Sales UIs.

Sales Representative
Sales Manager
Sales VP
Sales Administrator

When You Need More Resource Roles and Role-Provisioning Rules

You might need to create more resource roles, either by entering them in the Setup Assistant or by using the Manage Resource Roles task. Here are some reasons you might need more resource roles and role-provisioning rules:

You want other job titles to display for your users.
For example, if you want a user to display the Sales Evangelist title in the organization chart, you must create the Sales Evangelist resource role and a provisioning rule for it.
You want to provision some users with special privileges.
For example, if one of the sales managers in your organization also acts as a sales administrator, you provision them with both job roles. To do this, you must create a new resource role and a provisioning rule to go along with it.
You want to create a sales administrator who's a manager.
The Sales Administrator resource role provided by Oracle is intended for an individual contributor (member). If your sales administrator manages others, then you must create a separate manager resource role and a provisioning rule to go with it.

Whenever you create a resource role, you must also create a corresponding role-provisioning rule. For example, if you created the Sales Support resource role, then you must create a role-provisioning rule to provision one or more of the available job roles and the Resource abstract role. If you created the resource roles in Setup Assistant, then the rules are created for you automatically. If you create the resource role using the Manage Resource Roles task, then you must create the role-provisioning rules manually.