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
  • 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