Predefined Sales and Service Roles

Oracle provides many predefined job and abstract roles as part of the security reference implementation for Sales and Fusion Service. The security reference implementation is a predefined set of security definitions that you can use as-is.

Sales Roles

Here are some of the predefined job roles for sales users:

Channel Account Manager
Channel Operations Manager
Channel Sales Manager
Customer Contract Administrator
Customer Data Steward
Customer Relationship Management Application Administrator
Data Steward Manager
Enterprise Contract Administrator
Enterprise Contract Manager
Incentive Compensation Manager
Incentive Compensation Plan Administrator
Incentive Compensation Analyst
Inside Sales Manager
Inside Sales Representative
Marketing Manager
Marketing Operations Manager
Marketing VP
Master Data Management Application Administrator
Partner Administrator
Partner Sales Manager
Partner Sales Representative
Sales Administrator
Sales Analyst
Sales Catalog Administrator
Sales Lead Qualifier
Sales Manager
Sales Representative
Sales VP
Supplier Contract Administrator

You also assign the following abstract roles to sales users who are employees so they can carry out their work:

Employee
Resource

Note: Be extremely cautious when assigning predefined roles as-is. See Guidance for Assigning Predefined Roles and Advisory Note on Subscription Impact.

If you're using the Incentive Compensation functionality, you can also assign the following abstract roles to users:

Incentive Compensation Participant
Incentive Compensation Participant Manager

Service Roles

Several job roles and duty roles are predefined in the Service offering. These are the predefined job roles specific to this product area:

Chat Agent
Customer Service Manager
Customer Service Representative
Knowledge Analyst
Knowledge Manager
Field Service Technician
Internal Help Desk Administrator
Internal Help Desk Agent
Internal Help Desk Manager
Case Manager
Case Worker