1. Implementing Enterprise Contracts
  2. Overview of Extending the CX Sales Applications

Overview of Extending the CX Sales Applications

Oracle CX applications offer many different ways to configure, extend, and integrate its services, components, and modules.

Here are just a few of the capabilities:

  • Modify objects and user interfaces (UIs).

  • Change the appearance and theme of the UIs.

  • Configure the Home page by adding announcements and changing navigation.

  • Change the structure of the springboard and modify the Navigator.

  • Modify the help configuration.

  • Create interactive guides to help your users learn about the applications.

  • Access a rich set of subject areas around which to build your own reports.

  • Configure reporting dashboards by adding new reports or changing the layout.

  • Create copy maps to map fields or add information between copied business objects.

  • Configure security components.

  • Use web services to integrate the services.

  • Export data, modify it, and then import it back into the services.

  • Integrate with other applications to enhance the functionality, including synchronizing Financials Accounts to the sales applications.

Note: For more information about configuring online help, see the Common Components chapter.

Modify Pages and Change Text

Use Oracle's configuration tools, Application Composer and Page Composer, to modify application pages. Use the strings editor to modify text in the application pages.

For example:

  • Create a new object and related fields, then create new pages where that object and its fields are exposed to users.

  • Add tabs hidden by default to application pages.

  • Edit the UI at runtime by showing or hiding fields and tables.

  • Change the order of regions, or change a dashboard page layout.

  • Change the default text in the UI, for example, by replacing a term with another term throughout the applications.

Map Fields Between Applications

Copy maps are default mappings of fields between objects. For example, when you convert a lead to an opportunity, the application uses the copy map defined for the Lead and Opportunity objects to determine what to name the leads fields that are carried over to the newly created opportunity. Using Oracle Application Composer, you can create copy maps for several sales business objects, thus allowing you to control the mapping.

Here are some use cases:

  • Create maps to change the default mapping between fields when:

    • Leads and opportunities are copied from responses

    • Opportunities are created from leads

    • Opportunities are created from partner deal registrations

    • Opportunities are copied from existing opportunities

  • Use Groovy scripting to include information about the lead on a new opportunity converted from a lead.

Integrate Applications with Web Services and Use Import and Export

You can use web services to integrate with your external applications. You can also use import management to import and export large amounts of data into and out of the applications.

Example web service integrations include:

  • Integrate sales applications with back-office applications.

  • Create web-based portal applications that access sales applications through a web services interface.

Example import use cases include:

  • Import products into the product catalog

  • Import users

  • Import sales accounts

Configure Security Components

If the predefined security configuration doesn't meet your business needs, then you can make changes. For example, the predefined Sales Representative job role includes sales forecasting duties. If some business groups in your organization have the sales managers perform forecasting tasks instead of the sales representatives, then you can create a company-defined Sales Representative role without those duties. Alternatively, if a predefined job role is too narrowly defined, then you can create a job role with a greater range of duties than its predefined equivalent. See the Securing CX Sales and Fusion Service guide for more information.

Synchronize Financials Accounts to Sales Applications

After users create accounts and contacts in Oracle Financials, use the scheduled process, Synchronize Financials Cloud Accounts and Contacts, to synchronize the data into the sales applications. See How do I synchronize financials accounts and contacts with CX Cloud? for more information.

Integrate Sales Applications with Other Products

For additional functionality, you can integrate your sales applications with other products, including, Oracle E-Business Suite, JD Edwards EnterpriseOne, Siebel CRM, Oracle Eloqua, and Oracle Configure, Price, and Quotes (Oracle CPQ).

Where to Find More Information

To find out where to get more information about the extensions and configurations discussed in this topic, see this list: