Oracle Sales Cloud Implementation

Duration: 5 Days

What you will learn

In this hands-on course, you’ll learn the core knowledge to enable you to perform an initial Oracle Sales Cloud
implementation. The course covers mandatory tasks and then explores common administration and configuration tasks.
When possible, it identifies common mistakes so that you are positioned for future success.

Learn To:

Perform the tasks required for an initial implementation of Oracle Sales Cloud.
Use the security console to manage security roles.
Manage users, profile options, lookups, calendars, currencies, geographies, classification categories, business units,
users, catalogs, leads, opportunities, assessments, and forecasting.
Configure Search.
Administer Oracle Social Network.
Manage territories and territory rules.
Describe customization, migration, and integration strategies.

Benefits to You

Practice implementation steps to ensure your deployment is as smooth as possible.
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
Configuration Consultant
Configuration Implementer
Implementation Consultant
Technical Administrator
Technical Consultant

Related Training

Required Prerequisites
Introduction to Oracle Sales Cloud
Suggested Prerequisites
Oracle Cloud Foundations

Course Objectives

Examine the initial provisioning performed by Oracle
Perform required implementation tasks, including configuring currencies, calendars, and geographies
Manage users and resources
Configure opportunity management
Configure territory management and assignments
Apply basic customizations to the application

Course Topics

Sales Cloud Introduction

Account, contact, household, customer, and prospect
Lead, opportunity, revenue Item, and forecast
Sales catalog
Territory
Application Composer, Page Composer, Process Composer, Business Intelligence Composer
Setup and Maintenance
Resources

Getting Started

Aministration portal and login
Implementation approach
Offerings, tasks, and implementation projects
Quick Start Implementation Project

Security and Visibility

Role-based access control (RBAC)
Privileges, policies, and roles
Ownership, territories, teams, hierarchies, and resources
Role-provisioning rules and autoprovisioning
Business units
Security console
Access levels

Profile Options, Lookups, and Classification Categories

Accounting Calendar, Currencies, and Geographies

Search

Global search
Recent items
Work area search

Sales Catalogs

Product groups

Leads, Opportunities, and Assessments

Assign, qualify, and convert leads
Sales methods and sales stages
Assessment templates, questions, responses, and scores

Territories and Assignments

Dimensions, geography zones, and coverage
Assignment objects, attributes, and mappings
Rule-based assignment, rule, rule set, and rule category

Forecasting

Forecast period, submission window, win probability, and override

Import, Customization, Integration, and Migration Overviews

Oracle Social Network
Functional Setup Manager (FSM)
Customization set
Extensibility tools and sandboxes