Oracle Sales - Playbooks

How do I get started with Oracle Sales in the Redwood User Experience?

Follow the steps in this playbook to get started with your initial implementation of Oracle Sales in the Redwood User Experience.

How can I speed up my transition from classic Oracle Sales to Oracle Sales in the Redwood User Experience?

Read a series of informative FAQs about the new migration accelerator that greatly speeds your transition from classic Oracle Sales to Sales in the Redwood User Experience.

How do I download and use the quick import macro files?

Learn how to download and use the Oracle import spreadsheets to quickly import records into Oracle Sales.

How do I create and manage users?

Find out how to create and manage users in Oracle Sales.

What are the basic security concepts and procedures for Oracle CX?

Learn the basics of security for Oracle CX in this playbook.

How do I configure notifications for Sales?

Discover how to configure email notifications for Oracle Sales.

How do I enable multiple business units in Oracle Sales?

Learn how to implement multiple business units in Oracle Sales. Included are setups for leads, opportunities, resources, and contracts.

How do I get started with the Revenue Transformation Solution?

Discover how to get started with the Revenue Transformation Solution.

How do I get started with Enterprise Contracts?

Learn the basic concepts for implementing Oracle Enterprise Contracts.

How do I configure Enterprise Contracts?

Continue your implementation of Oracle Enterprise Contracts.

How do I use Enterprise Contracts?

Find out how to create and manage Oracle Enterprise Contracts.

How do I configure and use Contract Requests?

Set up and use the Contract Requests feature so that salespeople and others can quickly raise requests for contracts and agreements.

How do I configure contract approval notifications?

Configure templates to meet your business requirements for sending contract approval notifications.

How do I configure the tracking of activities on each record?

Learn how to track updates to all records so that they display in the activities feed in Oracle Sales in the Redwood User Experience.

How do I get started with Orchestration?

Discover how to use the Orchestration feature to create orchestrations that guide salespeople through best sales practices for different sales situations.

How can I modify standard Sales pages?

Explore ways to modify standard Sales pages.

How do I manage linksets in Oracle Sales?

Learn the benefits of and how to use record linking to associate two or more duplicate records while at the same time resolving duplicate records.

How do I get started with Sales Forecasting?

Learn how to set up and manage forecasting in Oracle Sales in the Redwood User Experience.

How do I implement and configure Oracle CX Sales Mobile?

Learn how to add mobile capabilities to your Oracle Sales application with Oracle CX Sales Mobile.

How do I set up Sales Territories?

Learn how to set up sales territories for work assignment and forecasting in Oracle Sales.

How do I create an application extension for custom objects?

Learn how to create application extensions for custom objects.

How do I implement email features in Oracle Sales in the Redwood User Experience?

Learn how to set up email features in Oracle Sales in the Redwood User Experience.

How do I create and manage security access groups in CX?

Learn how to create and manage security access groups in Oracle CX applications.

How do I set up Sales Products?

Learn how to get started importing or creating products for use in your Sales Catalog. Also get an introduction to Assets in Sales.

How do I configure and use Rollups?

Learn how to configure and use rollups to summarize data across records, for an attribute of a business object and its related objects.

How do I get started with the Sales Catalog?

Discover how to set up the Sales Catalog so that salespeople can add product groups and products to their opportunities and leads to support deals and forecasting.

How do I implement Microsoft 365 for Oracle Sales Redwood UX?

Explore how to integrate the Microsoft 365 add-in with the Oracle Sales Redwood User Experience.

How do I get started with Routines?

Learn how to create and update simple, lightweight routines to help salespeople, administrators, and data stewards automate an action for pertinent sales information.

How do I extract and classify key terms from contract documents using Generative AI?

Learn how to set up, extract, and classify key terms from contract documents using Generative AI. Discover how to create key terms and prompts and categorize them based on your business rules.

How do I get started with Express Reports?

Enable your sales organization to create reports with charts using Oracle’s powerful analytics technology without requiring them to learn the technical details.

How do I get started with Partner Relationship Management in the Redwood User Experience?

Use this playbook to get started with the implementation of Partner Relationship Management (PRM) in the Redwood User Experience. This playbook ensures you've all the necessary steps to enable, configure, and verify PRM capabilities for seamless partner collaboration and effective channel sales management.