Thursday, March 30, 2017

Oracle Sales Cloud - Setup Overview

Posted by at 7:59 AM Read our previous post
Below is the brief Summary of tasks required to Implement Oracle Sales Cloud

Setup DescriptionTask Names
Review the company profile information Oracle created for you.
  • Manage Enterprise HCM Information
  • Search Legal Entities
  • Manage Common CRM Business Unit Profile Options

Before you create your first users, you must initialize the Security Console work area and then use that work area to review application preferences for user name format and password strength. You can also customize the e-mail notifications users receive regarding their accounts.
  • Import Users and Roles into Application Security
  • Manage Application Security Preferences

Grant yourself the additional privileges that you need to complete the setups and create any additional users to help you with setup.
Setup users are not part of the sales organization. They can be systems integrators you hired for the implementation.
  • Manage Job
  • Manage HCM Role Provisioning Rules
  • Manage Users
  • Manage Application Security Preferences

Set up the calendar periods you need for your sales forecasts and reports by creating an accounting calendar.
  • Manage Accounting Calendars
  • Manage Calendar Profile Option

Make the periods you created available for business intelligence reports and analytics by running the process Refresh Denormalized Time Dimension Table for BI either from the implementation project or from the Scheduled Processes work area.
Refresh Denormalized Time Dimension Table for BI

Specify the currency you are using by setting the profile option ZCA_COMMON_CORPORATE_CURRENCY. Oracle Sales Cloud works with only one currency as delivered.
Manage Currency Profile Options

Import geography reference data for the countries where you do business and set up UI validation for those address elements that are used in sales territories and forecasts.
Use the task Manage Administrator Profile Values to set the profile option Geography Address Validation Enabled to Yes to also validate addresses you import from a file.
  • Manage Geographies
  • Manage Administrator Profile Values

Enable and configure the two types of search in Oracle Sales Cloud: the global search at the top of each page and the work area searches.
From the implementation project or in the Scheduled Processes work area, set up the Synchronize Database Search Indexes for CRM Objects process to run every five minutes and the Optimize Database Search Indexes for CRM Objects to run weekly.
You must enable search by setting the system profile option FUSION_APPS_SEARCH_ENABLED and you can deactivate search on any objects you do not use using the Manage Search View Objects task.
  • Synchronize Database Search Indexes for CRM Objects
  • Optimize Database Search Indexes for CRM Objects
  • Manage Administrator Profile Values
  • Manage Search View Objects

Get ready to create users who are part of the sales organization by reviewing the list of available resource roles and the rules that provision the permissions users need to carry out their jobs. The resource roles appear as titles in the Resource Directory.
If you assign users with the standard resource roles provided by Oracle, then the users are provisioned with the appropriate functional and data access. If you create additional resource roles, such as the CEO, then you must also create the accompanying role provisioning rules.
  • Manage Resource Roles
  • Manage HCM Role Provisioning Rules

After checking the notification preferences in the Security Console to make sure you do not spam any users you create, create the user and the resource organization at the top of the resource hierarchy from the Manage Users work area. You can create additional users in this UI as well.
  • Manage Application Security Preferences
  • Manage Users

Import the rest of the sales resource hierarchy from a file.
As part of the resource hierarchy, you must create at least one sales administrator user who will maintain territories, sales methods, and other sales-related standards after the initial implementation.
You can import users using a new Excel Macro provided by Oracle. The macro automatically populates some data for you, helps you avoid common mistakes, and makes it possible to import without having to manually create an import activity. You can download the macro from My Oracle Support (Oracle Sales Cloud: Getting Started with Your Implementation: Quick Import Macros (Doc ID 2229503.1)).
Manage File Import Mappings

In the Users tab of the Security Console, reset the password for any users you want to use for testing.
Manage Application Security Preferences

Create the sales catalog listing the goods and services you sell. You create the top of the catalog hierarchy manually in the UI and import the rest of the product information.
And you enable browsing of the sales catalog while editing opportunities by setting the system profile option Browse Sales Catalog in Opportunities Enabled (MOO_ENABLE_BROWSE_CATALOG), to Yes.
To test your setup, you must sign in as a salesperson and create an opportunity.
  • Manage Product Groups
  • Manage Product Group Usage
  • Manage File Import Mappings
  • Manage File Import Activities
  • Refresh Denormalized Product Catalog Table for BI
  • Manage Opportunity Profile Options

Get ready to import sales accounts and contacts by:
  • Registering the system that's the source of your account and contacts data
  • Exporting the Party IDs of the sales resources you created earlier
  • Specifying which industry classification category you are using by setting the profile option MOT_INDUSTRY_CLASS_CATEGORY.
  • Manage Trading Community Source Systems
  • Schedule Export Process
  • Manage Classification Categories
  • Manage Administrator Profile Values

Import your accounts and contacts.
To speed up your import, you can use new Excel macros provided by Oracle in document Oracle Sales Cloud: Getting Started with Your Implementation: Quick Import Macros (Doc ID 2229503.1) on My Oracle Support.
  • Manage File Import Mappings
  • Manage File Import Activities

Set up templates for sales campaigns and set the Allow Treatment Template profile option to the template you want users to see by default.
Salespeople can use sales campaigns to keep their contacts informed, announce product launches, and invite them to events.
  • Manage Marketing Treatment Templates
  • Manage Marketing Profile Options

Set up sales territories and assignment. This setup is in four parts. You:
  1. Configure the sales territory management feature for the types of territories you plan to create.
  2. Set up the sales territories themselves.
  3. Set assignment options.
  4. Run assignment processes Request Account Assignments and Revenue Territory Territory Batch Assignment.
  • Manage Territory Geographies
  • Enable Dimensions and Metrics
  • Manage Territory Proposals
  • Manage Opportunity Profile Options
  • Request Account Assignments
  • Request Revenue Territory Based Assignment

Create the assignment rule to assign the leads to the inside sales representatives who will qualify them.
Manage Sales Lead Assignment Rules

Enable lead assignment using rules and sales territories by setting two profile options: Setting Lead Assignment Mode and Assignment Rule for Rule Based Lead Assignment. The rules assign the imported leads to inside sales representatives and the sales territories assign the leads to the appropriate field sales representatives.
Manage Sales Lead Profile Options

Optionally customize the values provided by Oracle for lead rank and the lead source channel.
Manage Set Enabled Lookups

Download the Lead Quick Import Excel macro and import mapping for leads from document 2229503.1 on, and upload the mapping to your environment using the Manage File Import Mappings task.
Manage File Import Mappings

Run the lead assignment process twice: the first time to assign the imported leads to inside sales and the second time on a regular schedule to assign qualified leads to field sales.
Manage Lead Processing Activities

Create a list that inside sales representatives use to view the imported leads that are available for them to work on.

Create a lead qualification template and make that the default for leads by selecting it in Advanced Lead Qualification Enabled. The template includes the questions you want the inside sales representatives to answer before they qualify the lead.
  • Manage Sales Lead Qualification Templates
  • Manage Sales Lead Administrator Profile Values

Set system profile Account Type Default so that accounts created from leads are labeled as prospects.
Manager Administrator Profile Values

Create the list of competitors for the Primary Competitor field in the Edit Opportunity page. By default, Oracle Sales Cloud requires salespeople to enter the primary competitor whenever they close an opportunity. Unless you changed that default, you must create the list of competitors to enable opportunity closing.
Create Competitors

Set opportunity assignment to automatic by setting Assignment Submission at Save Enabled to Yes. Account assignment is automatic by default.
Configure sales coach, sales methods and stages, and opportunity close behavior.
  • Manage Sales Methods and Sales Stages
  • Manage Opportunity Profile Options

You can use a new Excel macro to import opportunities. You can download the macro from document Oracle Sales Cloud: Getting Started with Your Implementation: Quick Import Macros (Doc ID 2229503.1) on My Oracle Support.
Manage File Import Mappings

Set up Oracle Social Network for the different objects in your application. For example, you can enable team conversations directly in opportunities.
Manage Oracle Social Network Objects

Set up sales quotas.
  • Manage Sales Quota Seasonality Groups
  • Manage Sales Goals
  • Manage Sales Quota Plans
  • Synchronize Quotas

Set up forecasting options and criteria.
  • Select Forecasting Options
  • Manage Standard Lookups
  • Manage Sales Forecasting Schedulable Processes

Optionally, set up product recommendations using Sales Predictor.
Recommendations work area, available in the Navigator under the Salesheading.

Optionally, enable Microsoft Outlook integration.
Select Set Preferences from the Personalization menu.

Optionally, set up Oracle Sales Cloud Mobile on your mobile devices.
Installation involves downloading the application on your mobile device and entering the correct URL.

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