Oracle Sales Cloud Implementation (D99435) – Outline
Detailed Course Outline
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
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
