How to Use This Playbook

Use this playbook to get started with the Orchestration feature in Oracle Sales in the Redwood User Experience. Learn how to enable the Sales Orchestration feature and how to create orchestrations. Orchestrations are the best practice processes that guide salespeople through different sales situations for qualifying leads and closing deals with opportunities.

Prerequisite Setup

This playbook assumes that you've set up the main features of Oracle Fusion Sales in the Redwood User Experience (Sales in the Redwood UX).

How the Orchestration Playbook Is Organized

The playbook contains the following sections:

• Enable the Orchestration Feature:

  This section explains how to: (1) enable the feature by setting a profile option; and (2) how to enable sales Activity configurations. The second step isn't required for customers that are new to Sales in the Redwood UX.

• Email Templates:

  This section explains how to set up the email templates that salespeople can use to send outbound emails.

• How Orchestration Works:

  This section gives you an overview of key concepts.

• Create Orchestrations:

  This section details how you create, test, activate, and manage orchestrations. The section also includes a step-by-step worked example of an orchestration for qualifying leads that you can use as a starting point: Leads Orchestration Example.

  For a summary and check list of the setup steps you follow to create orchestrations, see the topic: Overview of the Steps to Create Orchestrations.