- Title and Copyright Information
- Get Help
- 1 Before You Begin
- Implementation Starting Point
- 2 Profile Options, Lookups, and Scheduled Processes
- What are Profile Options, Lookups, and Scheduled Processes?
- Profile Options
- Lookup Types
- Scheduled Processes
- 3 Users and Security
- 4 Sales Resources, Roles, and Organizations
- Overview of Managing Resources
- How do I enable desktop pages for Resource Directory?
- How do I make an employee a sales resource?
- How to Enable the Skill and Qualification Tabs on Resource Pages
- Examples of Updating Resource Skills and Qualifications
- Resource Roles
- Resource Organizations
- Overview of Resource Organizations and Organization Usages
- How Resource Roles and Resource Organizations Work Together
- About Primary Resource Organization by Usage
- Overview of Organization Memberships and Role Assignments
- Example of Adding or Removing an Organization From an Organization Hierarchy
- Example of Creating an Organization with Sales Usage
- Assign a Resource to an Organization
- How do I manage resource organization hierarchy changes?
- FAQs for Sales Resources, Roles, and Organizations
- Frequently Asked Questions (FAQs) for Resources
- How do I define whether the user image, name, or initials display in the global header?
- What's a duty role?
- How can my user view application data?
- Can I assign more than one resource role to a resource organization member?
- Can I add more than one resource role to a resource?
- What resource role is displayed on the Manage Users UI when a user is assigned more than one role?
- What's a resource organization hierarchy?
- Can I create a new organization hierarchy version?
- Can I create a new organization?
- Can I create a new organization hierarchy?
- Can I copy a resource organization hierarchy?
- What happens if I delete a resource?
- Can I create an employee or contingent worker resource?
- What happens when a resource is end dated?
- How can I delete a resource from an organization?
- What happens if I delete a resource from an organization?
- How can I reactivate a deleted resource organization hierarchy?
- What happens if I add a resource to an organization?
- How can I reuse a resource organization in multiple organization hierarchies at the same time?
- Can I create multiple resources as managers within a resource organization?
- Why didn't the Manage Resource Organization Hierarchies task open?
- How can I search and view resource information from other sources?
- Why am I unable to view the resource hierarchy for my organization?
- Can I view a resource organization hierarchy version as of a particular date?
- How can I sync resource organization hierarchy with HCM department hierarchy? Is resource organization same as HCM department ?
- How can I prevent the validation script of the contact object from impacting other objects such as resources and suppliers?
- What happens if an employee or worker quits or is terminated?
- 5 Geographies
- Overview of Geographies
- Overview of Geographies, Geographic Entities, and Locations
- How Geography Structure, Hierarchy, and Validation Fit Together
- Geography Structures
- Geography Hierarchy
- How do I manage geography validation?
- Setting Up Geography Validation
- Best Practices for Geography Validation
- How do I manage Geography Structures, Hierarchies, and Validation?
- Considerations While Working With Master Reference Geographies
- Manage Geography Lookups
- Geography Profile Options
- What are the best practices for managing Geography mismatches?
- Overview of Zone Types and Zones
- Import Geographies and Zones
- How do I import geographies?
- List of Available Countries with Loqate Geography Reference Data
- How do I replace the existing master geography data with revised Oracle-Licensed geography data?
- Create Countries
- How do I import Non-Oracle Licensed geography data?
- Can you provide an example of importing geography data?
- Import Your Country Structure Data
- Example of Importing Country Structure Data
- How You Import and Export Territory Geography Zones
- Set Up Geocoding
- How You Set up Address Cleansing
- FAQs for Loqate Support
- How to Import Nokia Geography Data
- How many countries does Loqate support? How do I get support for any additional country?
- Will I be charged for Loqate data?
- I am an existing customer, how will I be impacted? Can I import both Loqate and Nokia geography data?
- How frequent are updates to Oracle licensed geography reference data available?
- How is geography data updated? Are updates available for all countries at the same time?
- Can I import Vertex or other third-party geography data in Manage Geographies?
- Can I import geography data for multiple countries in one import job?
- FAQs for Define Geographies
- How You Search Geographies in the Language You Prefer
- Why is Import Geography Data Disabled in Manage Geographies?
- When do I define address cleansing?
- Why can't I update a geography structure by copying an existing country structure?
- How many levels in a geography structure can I define?
- Why can't I delete a level of the country geography structure?
- What happens if I add or update the details of a country?
- How can I add a geography that's at a lower level to any geography in a geography hierarchy?
- How can I verify whether the third-party geography structure and hierarchy I imported are available in the application?
- How can I enable geocoding?
- Where can I view the geocode values of a location?
- What are Spatial Services?
- Where can I update and view the geography name reference information for parties?
- How can I save an address that didn't pass geography validation?
- Overview of Geographies
- 6 Common Components
- Overview of Setting Up Common Components
- Actionable Infolets
- Application Toolkit
- Click to Edit
- Favorites
- Languages
- Mass Update of Records
- Messages
- Notes
- Orchestration
- Preferences
- Privacy Statement
- Public Unique IDs
- Quoting
- Recent Items
- Service Request Management
- Time Zone
- Watchlist
- 7 Multiple Currencies
- 8 Workspace Infolets
- 9 Legacy Work Area Search
- Work Area Search
- Overview of Work Area Search Setup
- Enable Alphabetic Sort in Work Area Lists
- How do I run the processes that index the legacy CRM Search?
- Modify Work Area Search Behavior
- Change Record Set Values
- Disable Rolling-Time Operators for Searches
- Disable the Display of Search Results with Similar Spellings
- Enable Additional Search Operators for Text and List Field Searches
- Configure Work Area Lists
- Search in Subtabs
- Work Area Search
- 10 Accounts and Contacts
- Overview of Accounts and Contacts
- Data Management
- Enable Display of Multiple Addresses
- Enable Address Usage Types for Accounts
- How do I configure address regions for accounts and contacts?
- Set Up the Mapping Service for Contextual Addresses
- How do I display the country in the address field?
- Display Account Currency for Opportunities on Account Overview Page
- Resolve Duplicate Records
- Enable Source System Reference in Accounts
- Configure Lists for Accounts and Assets
- Data Enrichment and Verification
- Contact Preferences
- Personally Identifiable Information
- Data Removal
- Additional Configurations
- Make the Account Field Required for Contacts
- How do I set up the required address option for accounts and contacts?
- Add the Time Zone Field to Contacts Pages
- Enable the Photo Field for a Contact
- Manage Contact Views
- Can I modify the phone types for accounts and contacts?
- Configure Event Tracking
- How to Display the Contracts Tab on the Accounts Details Page
- Groovy Support for Team Member Notifications
- Groovy Support for Email Address Format Validation
- Foundation Profile Options
- Integration with Third Parties
- FAQs for Accounts and Contacts
- Frequently Asked Questions (FAQs) for Accounts and Contacts
- How can I set Customer as the default account type?
- How can I prevent the validation script of the contact object from impacting other objects such as resources and suppliers?
- What happens when I delete an account?
- What happens when I delete a contact?
- How can I remove the standard buttons on the Account Activities page in Sales?
- 11 Activities
- Overview of Activities
- Activity Search and Views
- Activity Notifications and Delegation
- Activity Types and Subtypes
- Additional Configurations
- 12 Approval Workflows
- Configure Workflow Approvals and Notifications
- Create Approval Groups
- Configure Approval Rule Sets and Rules
- Disable or Enable Workflow Notifications
- Define When to Automatically Dismiss or Withdraw Workflow Tasks
- How do I sync in-app notifications for all users in Fusion Applications?
- How Workflow Tasks Are Archived and Purged
- Roles for Workflow Administration Access
- Search for Workflow Tasks to Configure
- 13 Products, Assets, and the Sales Catalog
- 14 Price Books
- Overview of Price Books
- Work with Price Books
- Price Book Statuses
- Add the Default Price Book Check Box
- Use Access Groups to Secure Product, Product Group, and Price Book Data
- Price Books in Opportunities and Accounts
- Overview of Integrating Price Books with Accounts and Opportunities
- Create Price Book Field for Accounts and Opportunities
- Add Price Book Field to Account and Opportunity Pages
- Set Default Price Book and Get Prices
- How do I update prices on product lines?
- Add Reprice Action to Edit Opportunity Page
- Create New Sales Representative Role and Add Price Books Privilege
- 15 Leads
- Overview of Lead Management
- Implementation Concepts for Leads
- Lead Qualification Templates
- 16 Opportunities
- Overview of Opportunities
- Sales Methods, Sales Stages, and Sales Coach
- Overview of Sales Methods, Sales Stages, and Sales Coach
- Overview of Opportunity Sales Methods and Stages
- Sales Stages Attribute Setup
- How Sales Methods and Sales Stages Work with Opportunities
- Sales Methods and Sales Coach Configuration
- Task and Assessment Templates
- Sales Statuses
- Opportunity Closure
- Data Security
- Default Sales Channel
- Opportunity Search
- Opportunity Setup Data Reference
- FAQs for Opportunities
- Frequently Asked Questions (FAQs) for Opportunities
- How do I access the Revenue-to-Opportunity status category mapping matrix?
- What QBE values are supported in the Sales Status setup page?
- How can I restrict Account owners and Account team members from viewing Opportunities?
- Can partner users view, add, and modify opportunity team members?
- How can I differentiate between copied Opportunities and Opportunities created using Create button?
- 17 Opportunity Products and Revenue
- Considerations for Setting Up Opportunity Revenue
- Enable the Products Subtab in Opportunities
- Enable Quick Edit to Opportunity Products
- Forecasted Revenue
- Sales Credits
- Recurring Products
- Additional Implementation Considerations for Revenue
- FAQs for Opportunity Products and Revenue
- Frequently Asked Questions (FAQs) for Opportunity Products and Revenue
- Why can't I see REST API revenue line updates in opportunities?
- How can I disable opportunity to revenue line synchronization logic?
- What's the maximum number of opportunity revenue lines for one opportunity?
- How can I reduce the number of revenue lines generated for forecasting purposes?
- 18 Competitors
- 19 Business Plans
- 20 Promotions
- 21 Assessments
- Overview of Assessments
- Setup Tasks
- Implementation Concepts for Assessments
- Opportunity Assessments
- Lead Assessments
- 22 Task Templates
- Overview of Task Templates
- Setup Tasks
- Implementation Concepts for Task Templates
- Assessments Integration
- Partner Integration
- 23 Forecasting
- Enable Forecasts with Quick Setup
- Overview of Forecasts
- Setup Tasks
- Implementation Concepts for Forecasting
- Forecasting Processes
- FAQs for Forecasting
- 24 Quotas
- Overview of Sales Quotas
- Quota Components
- Quota Administration
- Quota Assignment
- FAQs for Quotas
- Frequently Asked Questions (FAQs) for Quotas
- What's a spread formula?
- What happens when a sales quota plan is activated?
- What happens if I select Calculate Default Territory Quota?
- What's seasonality?
- What's the difference between territory and resource quota start and end dates?
- Who is a territory administrator?
- How can I add period quotas prior to the resource start date or territory quota start date?
- How can I publish quotas for a territory hierarchy?
- How can I set quotas to the Pending Revision status for a territory hierarchy?
- What's a sales quota publish-by date?
- What's a variance?
- What's an adjustment?
- 25 Intelligent Advisor
- Overview of Oracle Intelligent Advisor
- Setup Tasks
- Create an Intelligent Advisor Hub
- Create a Connection in Intelligent Advisor
- Download and Install Policy Modeling
- Create a Project in Policy Modeling
- Connect the Policy Modeling Project to Intelligent Advisor Hub
- Map Data to and from Sales and Service to Policy Modeling
- Deploy and Activate the Intelligence Advisor Interview
- Embed the Interview in a Sales and Service Agent Interface
- Enable the Saving of Checkpoints and Transcripts
- 26 Slack
- 27 Analytics and Reports
- 28 Application Change Auditing
- Overview of Auditing in Oracle Applications
- Sales Applications Auditing
- Use Auditing to Monitor Sales Application Changes
- Enable Auditing of Sales Business Objects
- Display the Change History Subtab
- Grant Salespeople Privileges to View the Change History Subtab
- FAQs for Change Auditing
- Frequently Asked Questions (FAQs) for Change Auditing
- Can I display the Change History subtab for custom objects?
- Can I audit and view changes in custom fields on standards objects?
- Can I audit the history of attachments?
- Does the audit begin only after the Change History subtab is visible?
- How is the performance on the Change History subtab?
- 29 Cross-Origin Resource Sharing
- 30 Microsoft 365
- About Integrating the Outlook Add-in with Oracle Sales
- Overview of Microsoft 365 for Sales
- Setup Steps
- Post-Setup Steps
- Additional Configurations
- Enable Improved Sign-In Experience with Application Permissions
- Use Multi-Tenancy
- Enable Your Add-in for Government Tenant Privileges
- Manage User Mappings
- Configure the Share Option on Appointments and Tasks
- Automatically Sync the Email Responses of Manually Shared Emails
- Allow Updating of External Appointments
- Configure Activity List by Job Roles
- Enable Country-Specific Address Formats
- Enable Advanced Sharing Mode
- Configure Smart List Attributes
- FAQs for Microsoft 365
- Frequently Asked Questions (FAQs) for Microsoft 365
- Why do users have issues signing in to the add-in from the Outlook desktop client?
- Why can't my users share meetings or email with the sales application?
- My users can't find an item they're looking for, even though Adaptive Search is enabled. Why?
- My users say the smart list isn't showing any results. How can I fix this?
- Why isn't the field I exposed in the Designer available in the Adaptive Search configuration page?
- Why couldn't my user delete an opportunity contact?
- How can I unblock a user whose access is blocked because of signing in from another user's computer?
- Why isn’t the invitee’s decline response shared with the sales application?
- How can I configure required fields for a contact address?
- How can I reinstate the add-in that isn’t showing up on my Outlook?
- How can I show service requests in the add-in?
- How can I see the Party ID of the Sales owner of a contact?
- How can I see the PartyID of a contact?
- Microsoft Teams
- 31 Mobile
- 32 Import and Export
- 33 Configuring, Extending, and Integrating Sales
- Overview of Extending the CX Sales Applications
- About Application Composer
- Use Page Composer to Extend Pages
- Overview of Configuring Sales Pages Using Page Composer
- Differences Between Using Page Composer and Application Composer
- Configure Sales Pages Using Page Composer
- FAQs for Page Composer
- Frequently Asked Questions (FAQs) for Page Composer
- What do I do if Page Composer closes while I am navigating in the UI?
- How can I reset all personalization changes made by a specific end user?
- Can I edit Expression Language (EL) expressions using Page Composer?
- Can I use Page Composer to configure all elements on a page?
- 34 Extend Accounts, Contacts, and Households
- Overview of Account and Contact Extensibility
- Extend Pages for Accounts
- Configure Default Search on Standard Subtabs for Accounts
- Select the Correct Name Field When You Configure Account Pages
- Modify the Overview Subtab
- Extend Pages for Contacts
- Configure Default Search on Standard Subtabs for Contacts
- Extend Application Pages for Relationships
- 35 Extend Assets
- 36 Extend Activities
- 37 Extend Leads and Campaigns
- Overview of Extending Sales Lead and Marketing Campaign Objects
- Overview of Campaign Management and Reporting
- Sales Leads
- Extend Pages for Leads
- Example of Extending Pages for Leads Using Application Composer
- How to Create a Sales Lead Validation Rule Using Application Composer
- Example of Assigning Account Owner as the Owner of a Lead
- How to Modify the Leads UI for Sales Prospects
- Add Customer Type to Leads List Page
- Add the Browse Catalog Button to Edit Lead Page
- Configure Default Search on Standard Subtabs for Leads
- Extend Lead-Related Actions for Workspace
- Extend Search Region and Results for Leads
- Groovy Support to Make Reject Reason and Comment Fields Mandatory
- Insert a Groovy Script to Prevent Users Creating Duplicate Leads
- Send Automatic Emails to New Lead Contacts
- Enable Contact Phone for Leads Click-to-Dial Using Page Composer
- How to Add the Interactions History Subtab to Leads
- Marketing Campaigns and Campaign Members
- Overview of Campaign Management and Reporting
- Enable the Campaigns Subtab and Add to Campaign Button in Leads
- Enable the Campaigns Subtab and Add to Campaign Button in Contacts
- Enable Campaign Members Subtab, Add Leads, and Add Contacts Buttons in Campaigns
- Add Contacts and Leads from Your Workspace to Oracle Marketing Cloud
- Enable the Campaign Analytics Tab in Campaigns List Page
- Marketing Cloud Data
- Digital Profile and Interaction Data
- 38 Extend Microsoft 365
- Overview of Extending Microsoft 365 for Sales
- Configure Oracle CX Sales for Microsoft 365
- Create a Layout for a Feature
- Configure the Microsoft 365 Side Panel
- Set Role Permissions on the Layouts You Created
- Create Advanced Criteria for a Layout
- Disable the Create, Edit, and Delete Actions on Objects
- Enable Do Not Contact Fields for Custom Layouts
- Add User-Defined Links
- Add a User-Defined Logo
- Configure a Saved Search for Microsoft 365
- FAQs for Extending Microsoft 365
- How can I create a trigger to allow or prevent a before-insert script, called only from Outlook?
- How can I make a field read-only?
- How can I make a field mandatory?
- How can I add or remove fields?
- How can I enable the field, 'Do not Contact', for the layouts duplicated from standard layout?
- How can I add actions to a layout?
- Can I remove the layouts I created in the Microsoft 365 Designer?
- How can I configure the features list on the Navigator?
- How You See Service Requests in the Microsoft 365 Side Panel
- 39 Extend Opportunities and Related Objects
- Overview of Extending Sales and Opportunity Management Objects
- Extend Pages for Opportunities
- Example of Extending Pages for Opportunities Using Application Composer
- Make Changes to Competitors Pages
- Example of Modifying Your Object to Validate Assessments
- Hide and Reorder Opportunity Fields Using Page Composer
- Configure Default Search on Standard Subtabs for Opportunities
- Extend Search Region and Results for Opportunities
- How to Add Assessment Subtab to Opportunity UI
- How to Add the Interactions History Subtab to Opportunities
- Create a Related Object Relationship Between Service Requests and Opportunities
- Enable the Subscriptions Subtab for Opportunities
- 40 Use Copy Maps
- Set Up Your Mapping File When Copying Opportunities
- Create a Copy Map
- Example of Modifying the Lead to Opportunity Copy Map
- Update the Copy Map to Copy the Lead Contact Value
- What's the lead-to-opportunity attribute mapping?
- Link Campaigns Using the Lead to Opportunity Copy Map
- Modify Lead Convert and Mass Lead Convert Pages
- Enable a User-Defined Copy Lead To Opportunity Map Value
- Copy a Lead to Account and Contact Maps
- 41 Extend Quotes and Sales Orders
- 42 Extend Partner Relationship Management
- 43 Extend Territory Management
- 44 Extend Sales Forecasting