Run the Setup Assistant

You can use Setup Assistant to set up a stand-alone sales implementation or to implement sales after you've already set up another Oracle Fusion Cloud application. The steps to run the assistant are different for each scenario.

• Stand-Alone Sales Implementation: This means you're using only Oracle Sales.
• Sales Plus Another Oracle Fusion Cloud Application: This means you're using Oracle Sales and another Oracle Fusion application.

To run Setup Assistant, you must have the following job roles:

• Application Implementation Consultant
• Application Diagnostics Administrator
• IT Security Manager

Caution: Make sure that the required information you enter is correct before clicking the Submit button for the first time.

Stand-Alone Sales Implementation

Here's how to use the Setup Assistant to set up Sales as a stand-alone application in a new environment.

1. Sign in as the initial user provided by Oracle.
2. In Setup and Maintenance, go to the Setup Assistant task: Offering: Sales > Functional Area: Company Profile.
3. On the Setup Assistant page, click Use Excel Spreadsheet to download a spreadsheet for collecting data offline, or click Use Application to enter the data directly. Both the spreadsheet and the application include the same basic instructions.
   Note: The Excel spreadsheet is provided in English only. However, you can enter data in any of the supported languages.

   If you used the spreadsheet to collect your data, you must upload the data into the Setup Assistant. Here's how:

   1. Click Create Import File in the spreadsheet and save the file to your desktop.
   2. In the Setup Assistant, upload the file.
   3. Click Import Data.
4. Enter and verify the information in the assistant.
   Note: You can make changes until you run the setup process from the last setup page.
5. Click Run Setup Process and monitor the process progress by clicking Refresh.

   The process takes about 5 minutes to complete. Contact Oracle Support if you run into errors. Common errors involve web service time-outs, so you can also try running the process again to see if that fixes the error.

6. You can add more data and run the process as many as five times by clicking Load More Data. You can use these later runs to create more setup users, import geographies for more countries, add competitors, add resource roles, and so on. After each iteration, you can click View Setup History to review the changes you made in your last run.

Sales Plus Another Oracle Fusion Cloud Application

Here's how you can use the Setup Assistant if you're implementing sales after you've already set up another Oracle Fusion application, such as HCM.

1. Sign in as the initial user provided by Oracle.
2. In Setup and Maintenance, go to the Setup Assistant task: Offering: Sales > Functional Area: Company Profile.
3. On the Setup Assistant page, click Sales Setup Status.
4. Click Rerun Status Check.
5. The Sales Setup Status page lists the setups already completed in the environment and provides recommendations for those steps that you must complete either in the Setup Assistant or elsewhere in the application. After you review the report, click Cancel.
6. Click Use Application and enter missing information in the Setup Assistant. You can make changes until you run the setup process from the last setup page.
7. Click Run Setup Process and monitor the process progress by clicking Refresh.
8. You can add more data and run the process as many as five times by clicking Load More Data. You can use these later runs to create more setup users, import geographies for more countries, add competitors, add resource roles, and so on. After each iteration, you can click View Setup History to review the changes you made in your last run.