23Using Sales Lightbox

This chapter contains the following:

Sales Lightbox: Overview

With the Oracle Sales Cloud Lightbox content library, you can store, access, and share files, such as slide decks, web-based content, and .pdfs. The following is a high-level summary of the content library features:

  • Upload and access stored content: Upload content from your computer to the library for later access and sharing. Supported file types include .pptx, .html (in the form of microsite .zip files), and .pdf. The image file types .jpg and .png are supported as separate file types as well.

  • Find content: Browse and search for library content. Search includes file name, owner, and keywords.

  • Share content: Share content with other users, with sales accounts, and with sales opportunities. Joint ownership also is supported.

  • Create new presentations on the fly: For .pptx files only, assemble new slide decks using slides from the library.

  • Add to cart: For .pptx files only, add slides to your cart.

The topic, Available Lightbox Actions for Different Content Types, has full details of the available actions for each file type.

Library Views

When you open the library, you see the following views:

  • My Content: Displays all content that you own. This includes content that you have uploaded and all the content that was shared with you by other users. Documents can be shared with or without joint ownership.

  • Shared Content: Displays all content that you own, and all the content that is shared with you by other users.

If you are an administrator, you also see the All Content view: This view displays all content uploaded by all users, including all content that belongs to the administrator. For more administrator information, see the Oracle Sales Cloud - Implementing Sales guide.

For more information about user tasks in the content library, see the online help and the Oracle Sales Cloud - Using Sales guide.

Available Lightbox Actions for Different Content Types

In the Oracle Sales Cloud Lightbox content library, different file types carry different available actions. For example, slides presentations can be added to the cart, but microsite and .pdf files cannot.

Lightbox Actions for Different File Types

The following table lists actions that you can perform with different Lightbox file types, along with additional information where necessary.

Action PowerPoints PDFs Microsites Images Additional Information

Upload

Yes

Yes

Yes

Yes

  • Slides must be .pptx files.

  • Microsites must be .zip files. See the topics, Using Microsites in the Lightbox Content Library and Creating and Uploading a Microsite .Zip File: Procedure: Procedure, for more information.

  • Image files must be .jpg or .png format.

Download

Yes

Yes

Yes

Yes

None

Update

Yes

Yes

Yes

Yes

None

Open

Yes

No

Yes

Yes

None

Burst and assemble new slide decks from burst parts

Yes

No

No

No

None

Share

Yes

Yes

Yes

Yes

Sharing is possible with other users, accounts, and opportunities, including joint ownership.

Add to cart

Yes

No

No

No

None

Delete

Yes

Yes

Yes

Yes

The file owner can delete files that she owns. Administrators can delete any content.

Search

Yes

Yes

Yes

Yes

  • Slides: Can use file name, owner, or keyword in the document.

  • PDFs: Can use file name, owner, or keyword in the document.

  • Microsites: Can use file name or owner. If keyword search is enabled within the microsite, can search by keyword. If keyword search is not enabled, then the main .html file is scrubbed of HTML tags and stored as searchable content.

  • Image files: Can use file name and owner.

View properties

Yes

Yes

Yes

Yes

  • Slides: Can view file name, owner, number of slides, date and time uploaded, current version number, number of downloads, number of views, number of shares.

  • PDFs: Can view file name, owner, date and time uploaded, views, number of downloads, number of shares.

  • Microsites: Can view file name, owner, number of pages, date and time uploaded, current version number, number of downloads, number of views, number of shares.

  • Image files: Can view file name, owner, number of slides, date and time uploaded, current version number, number of downloads, number of views, number of shares.

About Bursting and Assembling Content

The terms burst and assemble have specific definitions in the context of the Lightbox content library.

  • Burst: Users burst content when they open a file in Lightbox. The act of "bursting" refers to the application displaying the individual pages of a file as it's opened. During this process, after splitting a file into individual pages, the application analyzes the pages, saves them, and creates records for them in the database.

  • Assemble: Users assemble content when they save individual pages to a cart and download them. Assembling means content with pages from one or more different files (of the same content type) is saved to the cart, potentially rearranged, and then downloaded. During assembly, in the background, the application compiles the files into a single file set.

For more information about using the content library, see the online help and the Oracle Sales Cloud Using Sales guide.

Creating Content

Creating Lightbox Content: Overview

To be able to upload presentations to the Oracle Sales Cloud Lightbox content library, you first create them and then save them to your hard drive. Lightbox supports the following file types:

  • Microsoft PowerPoint: The presentation library supports the Open XML file format (.pptx 2007). If you install the Microsoft Office Compatibility Pack, and save a presentation in the Open XML format (.pptx 2007), then those presentations are fully compatible with Sales Lightbox.

  • PDF: You can upload .pdf files and share them with other users. However, you cannot open .pdf files in Lightbox or add them to the cart.

  • Microsites: These are collections of html and supporting files, saved in a .zip compressed file type. For more information about this content type, see the topics, Using Microsites in the Lightbox Content Library and Creating and Uploading a Microsite .Zip File: Procedure.

  • Image files: The image file types .jpg and .png are supported for upload and sharing as distinct pieces of content.

The topic, Available Lightbox Actions for Different Content Types, has full details of the available user actions for each file type.

Using Microsites in the Lightbox Content Library

You can use the Oracle Sales Cloud Lightbox content library to store and share microsite content. The content library supports multiple-page and single-page microsite content. You construct your microsite content in .zip file format. The .zip file contains the required .html and supporting files, such as images and cascading style sheets.

For a procedure about creating and uploading the microsite files, see the topic, Creating and Uploading a Microsite .Zip File: Procedure.

About the .Zip File

You create the microsite file structure on your hard drive and then you use a .zip compression utility to compress the files for upload. Only .zip compression format is allowed. The microsite's main landing page can have its own domain name or subdomain name. Your .zip file structure determines whether Lightbox considers the microsite a single-page microsite or a multiple-page microsite.

  • Single-page microsite: The .zip file contains no embedded .zip files and contains one .html (or .htm) file in the directory structure. The page also contains additional supporting image files, cascading style sheet (.css) files, or JavaScript (.js) files in a separate folder.

  • Multiple-page microsite: The .zip file contains embedded .zip files that contain one .html (or .htm) file in the directory structure. The page also contains additional supporting image files, cascading style sheet (.css) files, or JavaScript (.js) files in a separate folder.

This topic contains examples of the supported folder construction for microsite .zip files.

The following rules apply to the .html files:

  • For a single-page microsite, the .zip file must contain only one .html (or .htm) file at the top location in the folder. For multiple-page microsites, the embedded .zip files serve as independent microsite pages. That is, each embedded .zip file must contain all of the elements that a single-page microsite contains, including the .html file.

  • The .html file must be named identically to the .zip file. For example, visionservers.zip must contain a file named visionservers.html (or .htm) at the top location in the folder.

  • If a properly-named, full-sized thumbnail image is provided in the .zip file, the application uses it as the thumbnail. See the rules on image files following this text for more information.

The following rules apply to the image files:

  • Supported image file types are .png and .jpg.

  • To designate a thumbnail image in the microsite, include the image file at the same location as the .html file. and append -full to the file name. For example, in the visionservers.zip file, include an image file named visionservers-full.jpg.

  • If no image is designated as the thumbnail, then Lightbox displays its default thumbnail image.

You can enable keyword search for microsites by including a text file with the keywords. See the section on enabling keyword search for microsites later in this topic.

Naming and Structuring Microsite Files

For microsites to be accepted for upload into the content library, you must follow some rules for naming and structuring the files. Each page must contain a folder of the same name, and that folder must contain an .html file of the same name. Thus, visionservers.zip must contain a folder, visionservers. In that folder there must be a file, visionservers.html. It can contain any number of other files and folders, but it must at least contain that file.

For a single-page microsite, you supply the .zip file that contains an .html file named the same as the .zip file. Optionally, you also supply a thumbnail image, a text file for keyword search, and supporting files, such as a cascading style sheet and JavaScript files.

The following figure shows an example of a well-constructed single-page microsite folder structure called visionservers.

Example of a well-constructed single-page microsite
folder structure

For multiple-page microsites, you construct the .zip file as multiple .zip files within a parent .zip file.

The following figure shows an example of a well-constructed multiple-page microsite folder structure called visionservers.

Example of a well-constructed multiple-page microsite
folder structure

Enabling Keyword Search for Microsites

You can add the ability for users to search for microsite files by keywords. Add a text file with the keywords to the microsite .zip file and name the file appropriately. If keyword search is not enabled, then the main .html file is scrubbed of HTML tags and stored as searchable content. Use the following guidance when creating the text file:

  • Use a text editor application, such as Microsoft Notepad, to create the text file.

  • Name the text file with the same name as the .zip and .html files and append it with -Searchdata (note the file name is case-sensitive). For example, name it visionservers-Searchdata.txt.

  • Include the text (.txt) file in the same location as its corresponding .html file.

  • Enter the keywords with only spaces between them.

  • Do not use punctuation marks, such as commas or periods, in the text file.

Creating and Uploading a Microsite .Zip File: Procedure

After you have created your files and file structure for the microsite, you then must create a .zip file containing the folders and files in the correct structure.

Creating and Uploading Microsite Files

The following procedure shows the high-level steps to create and upload microsite .zip files to the content library. For more details about how to structure the folders for the .zip file, see the topic, Using Microsites in the Lightbox Content Library.

  1. Create and store the .html and supporting files in a location on your computer. When creating the folder structure, you can use the examples in the topic, Using Microsites in the Lightbox Content Library.

  2. Use a file compression application to add the files to a .zip file.

  3. Sign in to the applications and navigate to Sales > Lightbox.

    The Lightbox page appears, showing content that is available to you.

  4. In the My Content view, click Upload.

    The Upload Content dialog window appears.

  5. Browse for the .zip file on your computer.

  6. Click Open.

  7. Click Upload in the Upload Content dialog window.

    A confirmation message lets you know of a successful upload.

Uploading Content

Uploading Lightbox Content: Explained

In the Oracle Sales Cloud Lightbox content library, you can upload content that you want to view later or share with other users.

For a procedure detailing how to upload content, see the topic, Uploading Lightbox Content: Procedure.

When you upload content, the application performs in the following way:

  • If the content uploads successfully, then a thumbnail image appears on the My Content view after you refresh your view. After an initial upload, a placeholder thumbnail appears and postupload processing continues. You can continue to work during this time.

  • An error message appears if uploaded file is not a supported file type.

  • After the initial file upload, postupload processing extracts thumbnails, performs a virus check on the uploaded file, and so on. A confirmation message appears if the content has successfully uploaded. When the upload is complete, refresh your view to see the content thumbnail image and to access the content.

  • If postupload processing fails, and if a preferred notification method has been configured for you, then you receive a message explaining that an error occurred. If this error occurs, contact your administrator. Any content that fails the postupload process is removed from the My Content view.

  • If you sign out during an upload, then postupload processing continues.

Note: The maximum file size of a content that can be uploaded is 100 MB.

Uploading Lightbox Content: Procedure

In the Oracle Sales Cloud Lightbox content library, you can upload content that you want to share with other users. You also can share content with a potential sales opportunity or with an account.

Uploading Content

Use the following procedure to upload new content.

  1. Navigate to Sales > Lightbox.

    The Lightbox page appears, showing content that is available to you. Each item is represented by a thumbnail image. The image has icons on it that allow access to actions and information.

  2. In the My Content view, click Upload.

    The Upload Content dialog window appears.

  3. Click Browse. Browse for and select the content you want to upload from a location on your computer.

  4. Click Open or double-click the file.

  5. Click Upload in the Upload Content dialog window.

  6. A confirmation message lets you know of a successful upload.

  7. After the upload is complete, refresh your view to see the new thumbnail images for the content, and to access the content.

Updating Content

Updating Lightbox Content: Explained

In the Oracle Sales Cloud Lightbox content library, you can replace or overwrite existing content that you own. For example, you might have already shared content with other users, but you want to replace the original content with a version containing newer data.

For a procedure detailing how to update an existing content, see the topic, Updating Lightbox Content: Procedure.

When you update content, the application performs in the following way::

  • During post-upload processing, the placeholder thumbnail images change, but the file name remains the same for the newer content. You can continue to work during this time.

  • If you are updating content while another user wants to use the content, for example, to add the content to the cart or to share the content, the other user can do so safely, and the current version of the content is used.

  • When you are updating content, any search results for that content display the previous version of the content.

  • If you attempt to update content while another user is already updating or deleting the content as a joint owner, then you will receive a message that an update is in progress, and to try again later.

  • While the update is in progress, the content properties panel is available and a dynamic circle image is overlaid on the thumbnail, providing visual feedback that a new upload is processing.

  • While the update is in progress, other users can open the previous version of the content.

  • If you decide to update content with content that has a different name than the original content, then the name of the original content is kept, and only the content slides are updated.

After you update content, the application performs in the following way:

  • If the content is successfully updated, then the content displays as the first document in the list.

  • If the content fails to update, then the existing version remains in place and you receive an e-mail notification confirming that the update failed.

  • The cover thumbnail image for the new content is determined by the previously selected cover thumbnail image. For example, if slide number 5 was the previous cover thumbnail, then slide number 5 is also selected for the new content. If the slides are re-ordered, then a different cover thumbnail is displayed.

  • If the number of slides in content is reduced, then the thumbnail for the first slide is the cover thumbnail. For example, if slide number 20 was selected as the cover thumbnail for the previous content, but the new content only contains 10 slides, then the thumbnail for the first slide is the cover thumbnail for the content.

  • When the content is fully updated, the Version and Uploaded properties are updated accordingly.

  • The contents remain shared and the ownership remains shared with other users.

  • Each time you update a specific content, the content is listed at the start of the content list in the My Content view.

Updating Lightbox Content: Procedure

In the Oracle Sales Cloud Lightbox content library, you can replace or overwrite existing content that you own. For example, you might have already shared content with other users, but you want to replace the original content with a version containing newer data.

Updating Content

Use the following procedure to update content.

  1. Navigate to Sales > Lightbox.

    The Lightbox page appears, showing content that is available to you. Each item is represented by a thumbnail image. The image has icons on it that allow access to actions and information.

  2. In the My Content view, locate the content you want to replace and update.

  3. From the Actions menu, click Update.

    The Upload new version of Content dialog window appears.

  4. Click Browse. Browse for and select the updated content from a location on your computer.

  5. Click Open or double-click the file.

  6. Click Upload.

    A confirmation message lets you know of a successful upload.

  7. After the update is complete, refresh your view to see the new thumbnail images for the content, and to access the content.

Searching for Content

Searching for Lightbox Content: Explained

In the Oracle Sales Cloud Lightbox content library, you can search for content by file name, owner, or keyword. The search finds content that you own or that is shared with you by other users. As soon as a file is uploaded and processed, it is available in the search results.

For a procedure detailing how to search content, see the topic, Searching for Lightbox Content: Procedure.

When performing a search, consider the following:

  • Searches are not case-sensitive. For example, searching for America returns the same results as searching for aMERICA.

  • The search returns partial word matches. For example, if you search for mas, the application finds files containing the words Masterson, Master, and Mask.

  • You can use the percent sign (%) as a wildcard at the beginning of a string. For example, if you perform a search for %ore, the application returns all content containing core, sore, and so on.

  • You can search for file names that contain special and accented characters such as ampersands.

  • The order of keywords within the search string is irrelevant. All keywords must match, to match the search string text in file names and content. The Boolean AND operator is implicit. That is, you do not enter the Boolean AND operator in your search string. The application automatically inserts it between each keyword (or between keywords and phrases) in the search string.

  • From the search results, you can perform the allowed activities with the content. See the topic, Available Lightbox Actions for Different Content Types, for more information about the allowed actions.

Searching for Lightbox Content: Procedure

In the Oracle Sales Cloud Lightbox content library, you can search for content by file name, owner, or keyword. The search finds content that you own or that is shared with you by other users. As soon as a file is uploaded and processed, it is available in the search results.

For more information about the Sales Lightbox search actions and tips, see the topic, Searching for Lightbox Content: Explained.

Searching for Content

Use the following procedure to search for content containing a specific word or text.

  1. Navigate to Sales > Lightbox.

    The Lightbox page appears, showing content available to you.

  2. In My Content or Shared Content views, click the magnifying glass icon.

  3. Enter the text that you want to find in the search field, and press Enter or click the search icon.

  4. Use the Actions menu to download the content or add it to your cart (if applicable). To open the content (if allowed), click the content name.

See the topic, Available Lightbox Actions for Different Content Types, for more information about the allowed actions.

Search results remain available until you perform a new search in your current session.

Downloading and Opening Content

Downloading Lightbox Content: Procedure

Using the Oracle Sales Cloud Lightbox content library, you can download content that is shared with you. You also can download .pptx slides that you added to your cart.

You can download content from the following locations in Sales Lightbox:

  • The Shared Content view

  • The My Content view

  • The cart

Note: Only .pptx slides can be added to the cart; therefore, this is the only content type you can download from the cart.

Downloading Content from the Lightbox Page

Use the following procedure to download content from the Lightbox page. To filter the view of the content, you use the Shared Content and My Content view filters.

  1. Navigate to Sales > Lightbox.

    The Lightbox page appears, showing content that is available to you. Each item is represented by a thumbnail image. The image has icons on it that allow access to actions and information.

  2. In the My Content or Shared Content views, click the Actions menu on a content item and select Download.

  3. Do one of the following:

    • In the open file window, click Save to save the content to your computer's local drive.

    • In the open file window, click Open to open the content and then save the content to your computer's local drive.

After the content is saved and the download is complete, the download properties for each slide are updated.

Downloading Slides from the Cart

This procedure applies only to .pptx slides. Other content types cannot be added to or downloaded from the cart. Use the following procedure to assemble all slides in your cart into a single slide deck and download them to your computer's local drive.

Note: Slides must first be added to the cart in order for you to be able to download them from the cart. See the topic, Managing Your Cart: Explained, for more information.
  1. Navigate to Sales > Lightbox.

    The Lightbox page appears, showing content that is available to you. Each item is represented by a thumbnail image. The image has icons on it that allow access to actions and information.

  2. Click Cart to open the cart.

  3. Click the Download button.

  4. Do one of the following:

    • In the open file window, click Save to save the content to your computer's local drive.

    • In the open file window, click Open to open the content in Microsoft PowerPoint and then save the content to your computer's local drive.

After you save the content, the download property for each slide is updated. The slides remain in the cart until you remove them.

Opening Lightbox Content: Procedure

In the Oracle Sales Cloud Lightbox content library, you can open your own content and content that has been shared with you.

Opening content lets you:

  • View the thumbnail images of PowerPoint slides (if available) in a dialog box.

  • View thumbnail images of multiple-page microsites (if images have been provided) in a dialog box.

  • Set a particular slide as the content's cover thumbnail image (for slide presentations and microsites).

  • Add individual slides from slide presentations to your cart.

  • View content properties, such as the number of times the content was downloaded or shared.

Note: Note that you cannot open .pdf files from the library. When you click on the link for a .pdf file, you see a single thumbnail representing the entire document, instead of individual thumbnail images of each page.

Opening Content

Use the following procedure to open content.

  1. Navigate to Sales > Lightbox.

    The Lightbox page appears, showing content that is available to you.

  2. In the My Content or Shared Content views, find the content you want to open.

    You can also locate content by performing a search. Files are listed in the chronological order in which they were uploaded.

  3. To open content, do one of the following:

    • Click the Actions menu and select Open.

    • Click the file name link under each thumbnail.

    • From search results, click the content name.

Managing Your Cart: Explained

You can use the cart in the Oracle Sales Cloud Lightbox content library to add and assemble Microsoft PowerPoint (.pptx) slides that are available to you. Other content types, including .pdfs, microsites, and image files, cannot be added to the cart.

The following are the tasks for the Lightbox cart:

  • Adding a presentation to the cart

  • Adding a slide to the cart

  • Removing slides from the cart

  • Emptying the cart

  • Downloading slides from the cart

  • Arranging the slide order in the cart

Tip: The current number of slides you have in your cart is always indicated on the Cart button. And the number of slides in a presentation is shown next to the Add to Cart action.

Adding All Slides in a Presentation to the Cart

To add all the slides of a presentation to the cart, do the following:

  1. Navigate to Sales > Lightbox.

    The Lightbox page appears, showing content that is available to you. Each item is represented by a thumbnail image. The image has icons on it that allow access to actions and information.

  2. In the My Content or Shared Content views, locate the presentation you want to add to the cart.

  3. Do one of the following:

    • Click the plus sign (+) icon located at the top center of the thumbnail to add the presentation to the cart.

    • Click the Actions menu and select Add to Cart.

    A confirmation message notifies you of a successful addition to the cart.

Adding a Single Slide to the Cart

To add a single slide to the cart, do the following:

  1. Navigate to Sales > Lightbox.

    The Lightbox page appears, showing content that is available to you. Each item is represented by a thumbnail image. The image has icons on it that allow access to actions and information.

  2. In the My Content or Shared Content views, open the presentation that contains the slide you want to add to the cart. Open the presentation by clicking the Actions icon and then clicking Open.

  3. To add a single slide of the presentation to the cart, do one of the following:

    • Click the plus sign (+) icon located at the top center of the slide that you want to add to the cart.

    • Click the Actions menu and select Add to Cart.

    A confirmation message notifies you of a successful addition to the cart.

  4. Click Done to return to the My Content or Shared Content views.

Note: If a slide in your cart has its corresponding presentation deleted, then the slide remains in the cart, but the slide properties are unavailable.

Removing Slides from the Cart

To remove a slide from the cart, do the following:

  1. Navigate to Sales > Lightbox.

    The Lightbox page appears, showing content that is available to you. Each item is represented by a thumbnail image. The image has icons on it that allow access to actions and information.

  2. Click Cart and find the slide you want to remove.

  3. Do one of the following:

    • Click the minus sign (-) icon located at the top center of the slide that you want to remove from the cart.

    • Click the Actions menu and select Remove.

  4. Click Yes on the confirmation message.

  5. Click Done to return to the My Content or Shared Content views.

Emptying the Cart

To empty the cart:

  1. Navigate to Sales > Lightbox.

    The Lightbox page appears, showing content that is available to you. Each item is represented by a thumbnail image. The image has icons on it that allow access to actions and information.

  2. Click Cart to view your cart.

  3. Click Clear Cart.

Downloading from the Cart

To download all slides from the cart into a single presentation and save them to your computer's local drive, do the following:

  1. Navigate to Sales > Lightbox.

    The Lightbox page appears, showing content that is available to you. Each item is represented by a thumbnail image. The image has icons on it that allow access to actions and information.

  2. Click Cart to open the cart.

  3. Click Download.

  4. Do one of the following:

    • In the open file window, click Save to save the presentation to your computer's local drive.

    • In the open file window, click Open to open the presentation in Microsoft PowerPoint and then save the presentation to your computer's local drive.

    After you save the presentation, the application updates the properties information for the slide. The slides remain in the cart until you remove them.

  5. Click Done to return to the My Content or Shared Content views.

Arranging the Slide Order in the Cart

To change the order in which slides appear in the cart, do the following:

  1. Navigate to Sales > Lightbox.

    The Lightbox page appears, showing content that is available to you. Each item is represented by a thumbnail image. The image has icons on it that allow access to actions and information.

  2. Click Cart to open the cart.

  3. In the cart, find the slide you want to move.

  4. Do one of the following:

    • Move the slides to where you want them.

    • Click the Actions menu and select Move Left or Move Right.

    • Click the left or right arrow located at the top center of the thumbnail.

  5. Click Done to return to the My Content or Shared Content views.

Sharing Content

Sharing Lightbox Content: Overview

In the Oracle Sales Cloud Lightbox content library, you can share content with:

  • Opportunities

  • Accounts

  • Users

You can also select a user to be the joint owner of a content item along with you.

Sharing Content with Opportunities and Accounts

You can share your content with accounts and opportunities. When you share content with an opportunity or an account, you are essentially attaching a copy of the content to the opportunity or account you select. Note the following:

  • You can only share content with an account or an opportunity if you have access to Sales Cloud accounts or opportunities applications.

  • If you make any changes to the content after you share it with an opportunity, the shared document is not affected.

Sharing Content with Other Users

You can share content with another user without granting joint ownership. The following table indicates which actions the other user can perform after the content is shared. All content that is shared without joint ownership is available in the user's Shared Content view.

Actions User Permission?

View content

Yes

Download content

Yes

Share content without joint ownership

Yes

Update content

No

Share content with joint ownership

No

Delete content

No

Sharing Content with a User as the Joint Owner

If you own a content item, you can share it with a user and grant joint ownership to that user. The following table indicates which actions the other user can perform when the content is shared with joint ownership. All content that is shared with joint ownership is available in the user's My Content view.

Actions User Permission?

View content

Yes

Download content

Yes

Update content

Yes

Share content with ownership

Yes

Share content without ownership

Yes

Delete content

Yes

For procedures details sharing activities, see the additional topics on sharing content.

Sharing Lightbox Content with an Opportunity: Procedure

In the Oracle Sales Cloud Lightbox content library, you can attach a copy of a content to an opportunity. If you make any changes to the content after you share it with an opportunity, the shared document is not affected. You can only share content with an opportunity if you have permission to access the opportunities application.

Sharing Content with an Opportunity

Use the following procedure to share content with an opportunity.

  1. Navigate to Sales > Lightbox.

    The Lightbox page appears, showing content that is available to you.

  2. In the My Content or Shared Content views, click the Actions menu and select Share Content with Opportunity.

    The search and select page for opportunities appears.

  3. Search for and select the opportunity.

  4. Click OK.

    A confirmation message lets you know that the content was successfully shared.

Sharing Lightbox Content with a User: Procedure

In the Oracle Sales Cloud Lightbox content library, you can share your content with other Sales Cloud users. After you share content with another user, the content appears in the user's Shared Content view. If you make any changes to the content after you share it with a user, these changes are visible to all users with whom the document has been shared. You can only share content with a user who has access to Sales Lightbox, and if the content owner has granted you joint ownership.

Sharing a Presentation with a User

Use the following procedure to share content with a user.

  1. Navigate to Sales > Lightbox.

    The Lightbox page appears, showing content that is available to you.

  2. In the My Content or Shared Content views, click the Actions menu and select Share Content with User.

    The search and select page for users appears.

  3. Search for and select the user.

  4. Click OK.

    A confirmation message lets you know the content was successfully shared.

Sharing Lightbox Content as Joint Owner: Procedure

In the Oracle Sales Cloud Lightbox content library, you can share your content with other Sales Cloud users and make them joint owners of the content. If you make any changes to the content after you share it with a user, these changes are visible to all owners with whom the document has been shared. When you share a document with a user with joint ownership, that user is allowed to update and delete that document. You can only share a content with a user as joint owner if the user has access to Sales Lightbox, and if the content owner has also granted you joint ownership.

Sharing Content with a User as Joint Owner

Use the following procedure to share content with a user as joint owner.

  1. Navigate to Sales > Lightbox.

    The Lightbox page appears, showing content that is available to you.

  2. In the My Content or Shared Content views, click the Actions menu and select Share Content with User as Joint Owner.

    The search and select page for users appears.

  3. Search for and select the user.

  4. Click OK.

    A confirmation message lets you know the content was successfully shared.

Sharing Lightbox Content with an Account: Procedure

In the Oracle Sales Cloud Lightbox content library, you can attach a copy of a content item to an account. If you make any changes to the content after you share it with an account, the shared document is not affected. You can only share content with an account if you have permission to access the sales accounts application.

Sharing Content with an Account

Use the following procedure to share content with an account.

  1. Navigate to Sales > Lightbox.

    The Lightbox page appears, showing content that is available to you.

  2. In the My Content or Shared Content views, click the Actions menu and select Share Content with Customer.

    The search and select page for accounts opens.

  3. Search for and select the account.

  4. Click OK.

    A confirmation message lets you know that the content was successfully shared.

Working with Thumbnail Images

Setting a Slide as a Cover Thumbnail: Explained

When using .pptx slide decks as content in the Oracle Sales Lightbox content library, you can set one slide in the slide presentation as the cover thumbnail image. These images help users identify the contents of items in the library.

For a procedure detailing how to set a cover thumbnail image, see the topic, Setting a Slide as a Cover Thumbnail: Procedure.

Before you set a slide as a cover thumbnail image, consider the following:

  • If you do not set a cover thumbnail, then a default cover thumbnail is assigned. The default cover thumbnail is either the last slide used as a cover thumbnail or the first slide in the presentation.

  • If you explicitly set a cover thumbnail for a presentation once, then the cover thumbnail remains the same unless you explicitly change it again.

  • If you are the owner of the document and set the cover thumbnail, then the cover you set becomes the cover thumbnail for you and for all other users with whom this document is shared, who have not explicitly set their own cover thumbnail.

  • If you own a document jointly with other users, and you and a second user have changed the cover thumbnail from the default cover, then all other document owners who have not set a new cover will see the most recently set thumbnail as the new cover.

Setting a Slide as a Cover Thumbnail: Procedure

When using .pptx slide decks as content in the Oracle Sales Lightbox content library, you can set one slide in the slide presentation as the cover thumbnail image. These images help users identify the contents of items in the library.

Choosing a Slide as a Cover Thumbnail

Use the following procedure to set a slide that you want to display as the cover thumbnail image for a presentation.

  1. Navigate to Sales > Lightbox.

    The Lightbox page appears, showing presentations that are available to you.

  2. In the My Content view, open the presentation.

  3. Click the star icon on the target slide to set the slide as the cover thumbnail.

    When a slide is set as the cover thumbnail, the star icon on it changes to a filled gray star.

Deleting Content

Deleting Lightbox Content: Explained

In the Oracle Sales Cloud Lightbox content library, you can delete content that you own. When you delete content, it's no longer available to you or to others.

For a procedure detailing how to delete content, see the topic, Deleting Lightbox Content: Procedure.

If, before deleting a content item, you shared the content item with other users who are currently working with the content you deleted, one of the following scenarios might occur:

  • If you are browsing through content library that includes deleted content, the deleted content is not available when the page is refreshed.

  • If you are browsing through content that has been deleted since you started browsing, when you scroll to the next set of content, a warning message indicates that the content has been deleted. You are then returned to the view prior to opening the content, for example, the Shared Content view.

  • If you are browsing through a content that has been deleted since you started browsing, and if you click Show Content Properties or another menu option, then a warning message indicates that the content has been deleted. You are then returned to the view that was active prior to opening the file, for example, the Shared Content view.

  • In the case of slide decks, if you have already added slides from a deleted content to the cart, the thumbnail images of the slides remain visible and available for you to view and to download from the cart until they are manually removed from the cart, or until the cart is cleared. However, the slide properties are unavailable for the deleted slides.

  • If you try to directly download a deleted content from the Actions menu or from one of the views, a warning message indicates that the content has been deleted and the content is not downloaded.

  • If a deleted content item is displayed in search results and you attempt to select or open that content, then a warning message indicates that the content has been deleted. You cannot interact further with the search result item.

Note: If you are a sales administrator or a setup user, you can delete any content from the All Content view. This view is available only to sales administrators and setup users.

Deleting Lightbox Content: Procedure

In the Oracle Sales Cloud Lightbox content library, you can delete content that you own. When you delete content, it's no longer available to you or to others.

Deleting Content

Use the following procedure to delete content.

  1. Navigate to Sales > Lightbox.

    The Lightbox page appears, showing contents that are available to you.

  2. In the My Content view, locate the content you want to delete.

  3. Click the Actions menu and select Delete from the menu.

  4. Click Yes to confirm the deletion.

Note: If you are a sales administrator or a setup user, you can delete any content from the All Content view. This view is available only to sales administrators and setup users.