Introduction to Oracle Sales Cloud

Duration: 1 Day

What you will learn

The Introduction to Oracle Sales Cloud seminar is designed to provide those new to Sales Cloud with an overview of
this solution’s business benefits and capabilities. Through functional demonstrations, you’ll gain an understanding of the
navigation, key product features, and analytic capabilities of the Sales Cloud solution.However, as this is a seminar
Oracle University does not include hands-on activities for students.
You’ll learn about the key features and functionality offered by the different modules within Sales Cloud, including: Sales
Force Automation, Sales Forecasting, Territory Management, Sales Performance Management, Customer Data
Management, Sales Analytics and Oracle Engagement Cloud.

Learn To:

Describe the key features and business benefits of Sales Cloud
Verify and review the initial settings
Set up the Accounting Calendar
Review Currency and Geographies
Set up the user and product
Manage an account and content
Manage leads
Link Sales Cloud to other devices and applications like Mobile, Outlook, and Social Network
Understand the analytics capabilities within Sales Cloud

Benefits to You

By taking this seminar, you’ll gain an understanding of how you can leverage the capabilities of the Sales Cloud solution
to engage customers earlier and to accelerate and close more deals.
A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any
time. Registered students must view the class from the country listed in the registration form. Unauthorized recording,
copying, or transmission of LVC content may not be made.

Audience

Administrator
Business Analysts
Cloud User
Functional Implementer
Sales

Course Objectives

Get an overview of Oracle Cloud Leadership and Resources
Learn how to get started with a Cloud Service
Learn the initial setup tasks for Oracle Sales Cloud
Review User and Product setup
Discover sales management objects and features
Learn sales performance management features
Learn about Sales Tools
Discover analytics and reporting capabilities
Learn about new Oracle Engagement Cloud

Course Topics

Course Introduction and Agenda

Course Agenda
Oracle Cloud Leadership
Oracle Sales Cloud Industry Solutions
Resources

Getting Started with Oracle Cloud

Subscription process overview
Activating a service
Managing and monitoring services

Initial Setup Tasks

Verify Provisioned Settings
Set up Accounting Calendars
Set up Currencies
Set up Geographies

User and Product Setup

Role-based Access Control
Role Types
Creating Users
Creating Products, Groups and Items

Sales Management

Account Management
Contact Management
Lead Management
Opportunity Management

Sales Performance Management

Territory Management
Sales Quota and Forecast Management
Incentive Compensation Management

Sales Tools

Mobile Sales Management
Oracle Sales Cloud on Microsoft Outlook
Sales Lightbox
Oracle Social Network

Analytics and Reporting: An Overview

Oracle Engagement Cloud

Service Queues
Knowledge for Service Requests
Service-related Product Catalogs
Analytics for Engagement Cloud
Service Requests for Partner Relationship Management