Oracle Sales Cloud Implementation (i)

Oracle Sales Cloud Implementation (i)

I. What is Oracle Sales Cloud?

Oracle Sales Cloud is a salesforce-like marketing management system developed by Oracle. Mainly to help sales staff improve performance, at the same time for the company can be standardized sales. For presidents and managers, you can find out about the latest developments for salespeople through a variety of reports. At the same time, it can also be considered by the report analysis of the company's focus on which areas, so as to achieve higher efficiency.

Two. Create a basic project to achieve the most fundamental functions.

1. When you get the system, first check to see if the product you bought is correct:

Log in to the system with the most privileged account and click Navigator to select Setup and maintenance

Having sales means buying the right one.

2. Create an implementation project

Why create a project, because Oracle Sales Cloud divides the entire implementation process into a number of fine-grained tasks, and we can accomplish the most basic deployment by completing a single task. And the system can be used after the completion. Let's start with the creation.

Navigator->setup and Maintenance->implementation Projects

Click the plus sign to create

Click Next after filling in the information

The sale has been inside the options are ticked, and finally saved. At this time an implementation of the project was created, and then we have to add a task in the project, by completing all the tasks, the eventual implementation of the deployment.

3. What tasks and task tables are required for a basic project?

(1) Review Corporation profile (main information of the company)

Manage Enterprise HCM information (Managing company HR information)

Manage Legal address (Managing legal entity addresses)

Manage Legal Entity HCM Information (Managing legal entity information)

Manage Common CRM Business Unit Profile Options (Management Section base configuration)

(2) Create Setup Users (creating an implementation person)

Manage Job (Management position)

Manage HCM role Provisioning rules (Management role Auto-allocation rule)

Manage users (Admin user)

(3) Set up Accounting calendar and Currency (configure calendar and currency)

Manage Accounting Calendars (admin calendar)

Manage Calendar Profile Option (Manage calendar configuration)

Refresh denormalized time Dimension Table for bi (refresh sync bi process)

Manage Currency profile Options (Managing currency configuration)

(4) Set up Geography data (configure geographic data)

Manage Geographies (managing geographic data)

Manage Administrator Profile Values (Manager configuration)

(5) Configure Search (Configure searching)

Synchronize Database Search Indexes for CRM Objects (configure cycle frequency for search)

Manage Administrator Profile Values (Manager configuration)

Manage Search View Objects (Manage searching views objects)

(6) Create sales Users (build salesperson)

Manage Resource Roles (Managing resource roles)

Manage Internal Resource Organizations (management of internal resource organizations)

Manage Resource Organization Hierarchies (Management resource Organization level)

Manage HCM Role Provisioning Rules (manage automatic mapping rule)

Manage users (Admin user)

Manage file Import Mappings (manage files imported mappings)

Manage file Import activities (manage files importing activity)

Manage HCM Configuration for coexistence

(7) Create sales catalog (creating a product group catalog)

Manage Product Groups (Manage products Group)

Manage Product group Usage (manage product groups use)

Manage file Import Mappings (manage files imported mappings)

Manage file Import activities (manage files importing activity)

Refresh denormalized product Catalog Table for BI (refresh the data in the Products group in BI)

Manage Opportunity Profile Options (Managing the configuration of Business opportunities)

(8) Import Accounts and Contacts (import accounts and contacts)

Manage Trading Community Source Systems (Management trading Community sourcing system)

Schedule export process (periodicity of exporting processes)

Manage Classification Categories (Management grade category)

Manage Administrator Profile Values (Manager configuration)

Manage file Import Mappings (manage files imported mappings)

Manage file Import activities (manage files importing activity)

(9) Configure Opportunities (Configure business opportunity)

Manage Sales Methods and Stages (Manage selling methods and sales phases)

Manage Opportunity Profile Options (Managing the configuration of Business opportunities)

Create competitors (creating competitor)

Create competitors (creating competitor)

(one) Set up Oracle Social Network (configure social networks)

Manage Oracle Social Network Objects (manage social networks)

Set up Territories and assignment (configure sales area and auto assign)

Manage Territory Geographies (geographic data for the management area)

Enable Dimensions and Metrics (configuration dimension)

Manage Territory Proposals (management area recommendations)

Manage Opportunity Profile Options (Managing the configuration of Business opportunities)

Request Account Assignments (Customer's Assignment)

Request Revenue Territory Based Assignment (allocation of amount)

Set Up Sales Quotas (Configure sales quotas)

Manage Sales Quota seasonality Groups (Managing Sale Quota Quarterly Group)

Manage Sales goals (Managing sale targets)

Manage Sales Quota plans (Manage sale plan)

Run Sales Territory Quota synchronization process (cycle progress for execution of sales quotas)

Define Sales Forecasting configuration (default setting for configuring sales forecasts)

Select forecasting Options (option to select forecasts)

Manage standard Lookups (search for management standards)

Manage Sales Forecasting schedulable Processes (Manage sale forecast cycle process)

4. Adding tasks to the implementation project

Add the task to the Task list in the hierarchy above, and then add the task List to the implementation project:

Click Navigator->setup and Maintenance

Open Manage Custom Setup content->manage task Lists and Tasks and then click Create Task Lists name the top and click Select and add to select any of the top Add the Task list to the implementation project.

Then, add all the tasks to the task list, and then add the task List to the implementation project, so that a simple implementation project is created successfully. Then we can start from one task until all the tasks are done and Oracle Sales Cloud system is ready for use. We recommend that you use the English interface when you implement it.

Oracle Sales Cloud Implementation (i)