How to Use This Guide
Use this guide together with the sales playbooks available on the Sales Playbook page to learn how to implement Oracle Sales for Redwood. The chapters in this guide provide you with information on some features, but many key features are covered in separate playbooks. For features relevant to implementation of the Classic version of Oracle Sales, see the Implementation Reference guide.
Here's a list of some of the most important playbooks for implementation:
| Playbooks | Description |
|---|---|
| How do I get started with Oracle Sales in the Redwood User Experience? | Basic setup for new customers. |
| What's my roadmap for implementing Oracle Sales in the Redwood User Experience? | Provides a roadmap for setting up a new implementation. The steps are aimed at customers implementing Sales for the first time, not for those migrating from classic Sales to Redwood. |
| How can I speed up my transition from classic Oracle Sales to the Redwood platform? | Explains how the Redwood Migration Accelerator tool simplifies and speeds up your transition from classic Oracle Sales to Oracle Sales for Redwood. |
| How do I configure Adaptive Search? | Explains how to enable and configure search for Sales for Redwood. |
| How do I configure the Sales Dashboard in the Redwood User Experience? | Explains how to configure sales dashboards for different roles in the organization. The sales dashboards provide an overview of key sales information and tasks as well as a good starting point for your daily sales activities. |
| Explains how you build a sales catalog with products and product groups. Assets functionality is available by default, or you can integrate with Oracle SCM Installed Base Assets for added features. | |
| How do I get started with Orchestration? | Orchestration guides salespeople through best sales practices for different sales situations. It also helps eliminate the need for training on various nonstandard procedures unique to specific businesses. |
| How do I integrate Microsoft Teams with Redwood User Experience? | Explains how to enable web conferencing using Microsoft Teams. |
| How do I implement Microsoft 365 for Oracle Sales Redwood UX? | Explains how to implement the Sales for Outlook add-in. |
| How do I configure CX Sales Mobile? | The Oracle CX Sales Mobile app helps salespeople manage their day effectively and develop customer relationships using their phone or tablet. |
| How do I integrate LinkedIn with Oracle Sales? | Explains how to set up LinkedIn integration to allow salespeople to use the LinkedIn Sales Navigator. |
| How do I get started with Sales Forecasting? | Explains how to set up and use forecasting. |
| How do I get started with Sales Intelligence? | Explains how to get started with Oracle Sales Intelligence features. |
| How do I enable the Generate Account Description feature in Sales for Redwood? | Describes how to set up and use the Generate Account Description feature. The feature uses generative AI to help you create account descriptions from PDFs you upload. |