How to Use This Playbook

Use this playbook to get started with the Orchestration feature in Oracle Fusion Sales in the Redwood user experience. You learn how to enable the Orchestration feature and how to create orchestrations, the best practice processes that guide salespeople through different sales situations for qualifying leads and closing deals using opportunities.

Prerequisite Setup

This playbook assumes that you've set up the main features of Oracle Fusion Sales in the Redwood user experience. These main features include users, accounts and contacts, leads, opportunities, sales catalog, sales territories, email and telephony integration, and so on.

How the Orchestration Playbook Is Organized

The playbook contains the following sections:

• Enable the Orchestration Feature:

  Explains how to turn on the feature by setting a profile option and how to enable activity configurations. The second setup isn't required for customers that are new to Oracle Fusion Sales in the Redwood user experience.

• Email Templates:

  Explains how to set up the email templates that salespeople can use to send outbound emails.

• How Orchestration Works:

  Provides an overview of key concepts.

• Create Orchestrations:

  Details how you create, test, activate, and manage orchestrations. For a summary and check list of the setup steps, see the topic: Overview of the Steps to Create Orchestrations. The section also includes a step-by-step worked example of an orchestration for qualifying leads that you can use as a starting point: Leads Orchestration Example.