Overview of the Sales Offering

To start an implementation of Sales you need to create a "sales setup user" and opt in to the offerings applicable to your company's business requirements.

You can get information about setting up the sales setup user in the Creating Setup Users Overview.

When you start your implementation and opt in to the Sales offering, you also need to opt in to Functional Areas and Features that best fit your business requirements. Offerings, Functional Areas, and Features all work together in your implementation. Here's how:

• An offering represents a collection of business processes, such sales or service, that are supported by Oracle Applications Cloud. Each subscription of Oracle Cloud provides license to use one or more offerings and they're the starting point of all implementations. An offering consists of multiple functional areas and features.

• A functional area represents one or more business processes within an offering. Territory Management is an example of a functional area. Functional areas may represent a core operation of the offering or they may be optional depending on business requirements.

• Features are business practices or methods applicable to functional areas. Like functional areas, you can opt in or out of a feature based on business requirements.

You will use the Sales offering to set up accounts, contacts, leads, opportunities, and much more. The Sales offering also includes Incentive Compensation functional areas and features for ease of access and more streamlined set up.

Caution: Don't use the Incentive Compensation offering to implement Incentive Compensation. Instead, see the Implementing Incentive Compensation guide for implementation information.

This table gives you more information about what's included in the Sales offering. For the full list of functional areas and features in this offering, use the Associated Features report that you review when you plan the implementation of your offering. See the "Plan Your Implementation" topic in the Oracle Applications Cloud Using Functional Setup Manager guide for information about how to view the Associated Features report.

Functional Area	Description
Company Profile	Define and manage information about legal structure, financial reporting, and geographies and currencies in which the company conducts business.
Users and Security	Set up your initial implementation setup users, sales users and hierarchy, and enable users to perform functions related to their roles.
Sales Foundation	Set up common components of the sales application including geographies, search, activities, tasks, notes, approvals, audit policies, and data quality.
Sales Catalog and Products	Define the sales catalog and product hierarchy.
Accounts and Contacts	Configure the setup to import accounts and contacts.
Sales Campaigns	Configure and manage templates, lookup choices, and other options for sales campaigns.
Leads	Define and manage the setup related to sales leads creation. Define option settings, such as assignment rules, assessments, and qualification templates. Update lookup values that provide choices for sales lead attributes.
Opportunities	Set up opportunity management options and assignment.
Territories	Set up territory management options, dimensions, and metrics.
Sales Forecasting	Configure forecasting parameters, such as time periods, and the processes for generating and refreshing forecasts.
Quotas	Configure the setup to support sales quotas.
Business Plans	Create formal statements of strategic business goals and how they can be achieved within a given period. For example, a partner business plan may state the goal for the partner to achieve sales of $500,000 of a vendor's products, during FY2021.
Partner Relationship Management	Set up partners, partner programs, marketing development funds, and deal registrations.
Sales Contracts	Manage configuration settings for creation and management of sales contracts.
Subscriptions	Manage configuration settings for the creation and management of subscriptions.
Incentives	Configure incentive compensation options to calculate and pay incentives such as commissions and bonuses.
Integrations	Configure integrations for extending the sales applications.