04 Administration.pdf


Sales Cloud Administration

ORACLE SALES CLOUD

IMPLEMENTATION PARTNER WORKSHOP

Oracle Sales Cloud

Oracle Product Development

2014


The following is intended to outline our general product direction. It is intended

for information purposes only, and may not be incorporated into any contract.

It is not a commitment to deliver any material, code, or

functionality, and should not be relied upon in making

purchasing decisions. The development, release, and timing of

any features or functionality described for Oracles products

remains at the sole discretion of Oracle.

Safe Harbor Statement


The information in this presentation is correct as of the presentation date.

However, Oracle Sales Cloud continues to evolve and software patches are

applied frequently; therefore this information is subject to

change. Check with your Oracle Representative for updates.

This content is not warranted to be error-free.

Content Subject to Change


Administration Topics

How can I make pages different for different groups of users?

How do I affect what data is assigned to what people?

How can I validate and augment my data, plus eliminate duplication?

How do I change what reports show up on what pages?


How can I make pages different for different groups of users?


Analytics Feedback

Partners and customers told us

We need to be able to add custom and standard BI reports and

graphs to the Simplified UI.

We listened

In R8, both implementers and administrators can add analytics

assets to simplified UI pages. In addition, they can be limited to

employees based upon role, employment status or just about

anything else.


Simplified UI Feedback


We need to be able to add, remove and change the content on

sub tabs in the Simplified UI.

We listened

Not only can you now completely manage sub tabs, you can add

analytics content, web content in addition to child object content

to those tabs.

Coming soon

You will be able to add parent objects to the Simplified UI.


Topics

How to access Page Composer

Types of configurations supported by Page Composer

Levels at which Page Composer can configure a page

Get Oracle Sales Cloud

Initial SetupLearn

about Data Shapes

Extend the Application

Administer Key Areas

Tweak the Core SFA

Areas


Accessing Page Composer in Simplified UI

Access via menu from user login name menu

Same admin privileges as Desktop UI

Sandboxes and Page Composer sessions cross Simplified and

Desktop UIs


Editable in Page Composer

Page Composer allows you to affect:

Fields: Hide or show, rename, read-only

Reorder, hide or show tabs

Content on popup pages

Things that are NOT editable in Page Composer

Changing page layout, adding new components, adding new pages, etc.

Reorganizing content within functional areas


Set the Configuration Level / Context

Levels Site All users External or Internal Vary for

company resources vs. partners

Job Role Configure for a specific role

Hierarchical layers from Site down

to Job Role


Running Page Composer

Design mode for navigation

Select mode for editing component properties


Select Field to Configure

Select Component to edit

Edit Component

Change field properties

Edit Parent Component

Show/hide and reorder

fields


Which objects are editable?

Object Available Simplified Pages Extensible?

Opportunity Opportunity work area

Opportunity Contact sub-tab

Opportunity Team sub-tab

Yes

Lead Lead work area

Lead Contact sub-tab

Lead Team sub-tab

Yes

Account and Household Account work area

Household work area

Yes

Contact Contact work area Yes

Tasks Tasks page Yes

Interactions Interactions page Yes

Appointments No

Notes No

Oracle Sales Cloud Simplified UI


Simplified UI Extensibility

Use the Application Composer to:

Hide or show custom fields

Hide or show standard fields

Extend form regions

Extend table regions

Reorder fields (tables and forms)

Change field labels

Add links

And much more

Use Page Composer to: Make customizations based on selected

layer

Hide or show fields

Change field labels (String Editor Preferred)

Change rollover/hover text

Change text for screen readers

Mark fields required

Show required icon

Make fields read-only

Reorder select elements

Add BI related content to the pages

Leverages both Application Composer and Page Composer


Analytics on Simplified UI Use page composer to Show Analytics on side tab Analytics side tabs

1. 3 Sub tabs OOTB

2. 5 Customizable Sub tabs

Follow the steps below to configure side tabs : 1. Invoke the Page Composer

2. Click on Select button in composer toolbar at the top3. Hover the mouse over the top right corner of first side tab until you see a magnifying glass icon

4. Click the magnifying glass to see Edit Component link appear on the right side of screen. 5. Click the Edit Component link to see screen below


Simplified UI Analytics

1. To Add BI Report into this side

tab, click on Design button in composer toolbar, click on Add Content button inside the tab region to open Resource Catalog popup window

2. Select the BI report to be included

in Fuse page and click + Add from resource catalog to add the

report to Fuse page

3. Report width can be adjusted to

avoid scrollbars

4. Click on the wrench icon (outlined

in screenshot above) to open

component properties window

5. Enable Allow Resize checkbox


Page Composer vs Dynamic Layout

Page Composer modifications

happen at the Role level.

App Composer (dynamic layout

included) modifications happen

at the Site level.

The application will always run

through Site level modifications

(pick a dynamic layout) first and

then apply Role level

modifications


Lesson Highlights

Page Composer allows the administrator to tailor the UI at various levels

There are three levels in Oracle Sales Cloud: Site, Internal/External, and Role

Like sandboxes, Page Composer sessions span Simplified and Desktop UI sessions

Page Composer can be used to add Reports and Analytics to Sub tabs of Analytics page and List sub tabs of Opportunity, Lead and

Accounts as part of R8


Practice 04A Page Composers

Add a field to the Opportunity Summary Table and hide for Sales Reps

Reorder fields on the Opportunity Summary Table for Sales Reps

Make a field read-only on the Opportunity Summary Form for Sales

Reps

Hide a choice list field on the Opportunity Summary Form for Sales

Reps


How do I affect what data is assigned to what people?


Territories assigned to customers, partners,

opportunities and leads.

Owners of assigned territories have

access/visibility.

Owners of ancestor territories (management)

also have access/visibility.

What is Territory Management Used for?

North America Sales

(Jarrod Jackson)

Channels

(David May)

Direct Sales

(Richard Lewis)

Channels Sales US

(Doug Berry)

US Accounts

(Anne-Marie Dokes)

Canada Accounts

(James Walker)

Assignment and Visibility


Lead Distribution

Customer Management

Opportunity & Pipeline Management

Sales Forecasting

Partner Relationship Management and Channel Sales

Territory Planning and Administration

Sales Quota Planning and Allocation

Incentive Compensation Management

Sales Performance Management


North America Sales

(Jarrod Jackson)

Channels

(David May)

Direct Sales

(Richard Lewis)

Channels Sales US

(Doug Berry)

US Accounts

(Anne-Marie Dokes)

Canada Accounts

(James Walker)

Supports Key SFA Processes


Lead Distribution

Customer Management


Sales Forecasting







North America Sales

(Jarrod Jackson)

Channels

(David May)

Direct Sales

(Richard Lewis)

Channels Sales US

(Doug Berry)

US Accounts

(Anne-Marie Dokes)

Canada Accounts

(James Walker)



Key Point

Territories are used across a wide variety of the key processes in Oracle Sales Cloud.

When making territory setup decisions, requirements across all phases of the deployment must be considered.


The Big Picture

Data

Process

Tool


Territory

Coverage Owner

Territory Management


Data

Process

Tool

Process to maintain

territory coverage, team,

and hierarchical

structure information



Territory Assignment

Customer

Partner

Opportunity

Lead

Assignment Manager

Data

Process

Tool

Process to establish

relationship between

territories and records

Assignment

Territory

Coverage Owner


Security

Territory Management APM

Territory

Coverage OwnerData

Process

Tool

Roles and

Security

Policies

Security Policy

Management

Process to describe

access that various

users get to the SFA

records


Territory

Coverage Owner



Data

Process

Tool

Process to maintain

territory coverage, team,

and hierarchical

structure information



Key Components of Sales Territories

Territory Owner

Each territory must be assigned one owner

A resource can be an owner of multiple territories

Territory Hierarchy

Territories are organized in a hierarchical tree structure

Territory Coverage

Describes the sales jurisdiction of the territory based on flexible criteria such as geography, product, and customer segmentation (industry, customer value, etc)

Also supports directly associating customers to a territory (named customers)


Flexible hierarchy to support complex sales organizations

Each branch of the hierarchy can be modeled independently

Each territory has an owner

Hierarchy resembles sales organizations resource hierarchy


North America Sales

(Jarrod Jackson)

Channels

(David May)

Direct Sales

(Richard Lewis)

Channels Sales US

(Doug Berry)

US Accounts

(Anne-Marie Dokes)

Canada Accounts

(James Walker)

Partitioned by

Sales Channel

Partitioned by

Geography

Territory Owner and Hierarchy



Territory Owner

Each territory must be assigned one owner

A resource can be an owner of multiple territories

Territory Hierarchy

Territories are organized in a hierarchical tree structure

Territory Coverage

Describes the sales jurisdiction of the territory based on flexible criteria such as geography, product, and customer segmentation

Also supports directly associating customers to a territory



Dimensional coverage defined using dimensions

Customer inclusion associate any customer to a territory

Customer exclusion exclude specific customers from dimension coverage

Territory Coverage



Territory Dimensions

A set of flexible criteria used to define territory boundaries

7 dimensions are provided out of the box:

3 configurable auxiliary dimensions (based on classifications)

Geography Organization type Industry

Customer size Account type

Product Sales Channel

Auxiliary 1 Auxiliary 2 Auxiliary 3Refer to NOTE:1500854.1 - Territory Management - Making Use of Auxiliary Dimensions

on My Oracle Support for more details on how on how to configure an auxiliary

dimension.

Territory Coverage Dimensional Coverage


Intersection of all the dimensions defines the

dimension coverage of a

territory


France SMB

Application Sales

Geography Customer Size Product

France SMB Applications

This territory is responsible for SMB customers in France (as

well as subsequent opportunities for those customers where

Application products are of interest.)

Territory Coverage Dimensional Coverage


Associate any customer directly to the territory

Customer hierarchy support and filtering

conditions


This territory is responsible for the customers Apex Systems

and Sterling Technologies.

Included customers

Apex Systems

Sterling Technologies

Territory Coverage Customer Inclusions


Territories can have a dimension coverage and

also an inclusion

coverage


France SMB

Application Sales



This territory is responsible for the all SMB customers in

France as well as Apex Systems and Sterling Technologies.

Included customers

Apex Systems

Sterling Technologies

Territory Coverage Dimensional Coverage and Customer Inclusions

+


Exclude any number of customers that would

other wise be covered

by the territory


France SMB

Application Sales



This territory is responsible for the all SMB customers in

France except Dauphin Industries and Pain Perdu Foods.

Excluded customers

Dauphin Industries

Pain Perdu Foods

Territory Coverage Dimensional Coverage and Customer Exclusions

-


Facilitates territory modeling without impacting

active territories in

operation

Within a proposal, territory changes can be evaluated

with powerful what-if

analysis capabilities to

optimize coverage

Key Feature Territory Proposal



Customer

Partner

Opportunity

Lead

Assignment Manager

Data

Process

Tool

Process to establish

relationship between

territories and records

Assignment

Territory

Coverage Owner



Automatically assigns the appropriate territories to these objects:

Sales customers

Partners

Opportunity revenue items

Leads

When does Assignment Manager do?


Territories assigned to customers, partners,

opportunities and revenue

items.

Owner of assigned territories have

access/visibility.

Owner of ancestor territories (management)

also have access/visibility.


North America Sales

(Jarrod Jackson)

Channels

(David May)

Direct Sales

(Richard Lewis)

Channels Sales US

(Doug Berry)

US Accounts

(Anne-Marie Dokes)

Canada Accounts

(James Walker)

Assignment and Visibility


Some dimensions map to attributes of customers

during assignment

Some dimensions map to attributes of

opportunities/leads during

assignment


Map to customer attributesMap to opportunity/lead

attributes

Geography

Organization Type

Industry

Product

Sales Channel

Auxiliary 1

Auxiliary 2

Auxiliary 3

Customer Size

Account Type

Customer Related Dimensions Other Dimensions


Assignment process compares the customer

attributes with territories coverages to determine

which territories to assign

For customer assignment, Other Dimensions are ignored


Geography

Organization Type

Industry

Product

Sales Channel

Auxiliary 1

Auxiliary 2

Auxiliary 3

Customer Size

Account Type


Address

Industry

Customer Size

Customer

Geography

Industry

Customer Size

Product

Sales Channel

Territory

Coverage Owner


Assignment process compares the

lead/opportunity attributes

with territories coverages to determine which

territories to assign

Product and Sales Channel are compared

with the product of interest

(revenue line) and sales

channel of opportunity


Geography

Organization Type

Industry

Product

Sales Channel

Auxiliary 1

Auxiliary 2

Auxiliary 3

Customer Size

Account Type


Geography

Industry

Customer Size

Product

Sales Channel

Address

Industry

Customer Size

Product

Sales Channel

Lead /

Opportunity

Customer

Territory

Coverage Owner


Provide shared visibility on customers and

opportunities to facilitate

collaboration and team

selling

Territory Visibility

Opportunity

Assigned

Assigned

North America Sales

Channels Sales VP

Product

Overlay

Sales

Director

Sales RepProduct

Specialist

Channel

Rep

Sales Rep

Shared Visibility for Collaboration



Configurable Modes of Assignment

Real-time assignment as customer or transaction is created or updated (single record)

On demand, per user invocation (single record)

Batch assignment scheduled batch process to perform mass assignment (batch)

Territory proposal activation: real-time or batch (batch)

When is the Assignment Process Triggered?


Security

Customer

Partner

Opportunity

Lead

Assignment Manager Territory Management APM

Territory

Coverage OwnerData

Process

Tool

Roles and

Security

Policies

Security Policy

Management

Process to maintain

users, roles and security

policies


Out of the Box Security

Customer

Record Resource

Dave SmithSales Rep

Territory

Territory

Assigned Owner of

DSMITH

User

Regional

Manager 1

Sales

Director

Regional

Manager 2

Owners of assigned territories

Owners of ancestor territories

Territory Visibility


Out of the Box Security

Resources assigned to the objects sales team

Management of the assigned sales team members

Sales Team Visibility

Customer

Record

Assigned

Kevin Soto

Tracy Morgan

Alan Page

John Banker

Sales Team

Reports to

Reports to


Resource and Territory Assignment and Visibility Combined

Customer

Record

Assigned

Kevin Soto

Tracy Morgan

Alan Page

John Banker

Sales Team

Reports to

Reports to

Resource

Dave SmithSales Rep

Territory

Territory

Assigned Owner of

DSMITH

User

Regional

Manager 1

Sales

Director

Regional

Manager 2


Territory Management Feedback


They need a more efficient way of executing bulk territory

changes.

We listened

We added a way to set up initial territory definitions using import, a

way to analyze and edit territory definitions offline, and a way

migrate territory definitions from one environment to another.




They need ability to extend the Territory Management application.

We listened

Territory Management is now Integrated with Application

Composer to be able to:

Create custom attributes or related objects for key territory objects

Create notifications for territory changes

Create territory-driven custom reports




They need to be able to automatically assign territories to partners

We listened

We added automated assignment to Partners:

Provides channel managers with visibility to partners

Supports named partners as well as assignment by dimensions

Manual, real-time and batch assignment options


Practice

Practices 04B-1 and 04B-2 cover the following topics:

Exploring territories

Exploring territory assignments

Modifying a territorys coverage

Copyright 2014, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1261

Topics

Implementation Steps

Lab


Territory Management - ImplementationImplementation Steps:

1) Perform planning and discovery with the customer

2) Determine best configuration option

3) Model territory hierarchy and boundaries in a spreadsheet

4) Set up the dimensional source data

5) Enable appropriate dimensions and inclusions

6) Create territories using proposal


Territory Management - ImplementationImplementation Steps:



3) Model territory hierarchy and boundaries within a spreadsheet





Territory Management - Implementation

Step 1: Perform planning and discovery with the customer

Does the customer have requirements in first phase or in the future for:

Forecasting?

Quota?

Automated assignment, territory based reporting or territory based visibility?



Implementation Steps:









Step 2: Determine Best Configuration Option

Description Required

Forecasting (in first phase or

in the future)

Quota Allocation (in first

phase or in the future)

Automated Assignment,

Territory Based Reporting or

Visibility




Option 1

No territory setup is required

Note

Manual assignment of resources to all objects


Forecasting (in first phase or in the

future)

Quota Allocation (in first phase or

in the future)

Automated Assignment, Territory

Based Reporting or Visibility





Forecasting (in first phase or

in the future)





Visibility




Option 2

Set up the territory hierarchy with the appropriate territory ownership

None of the territories will have any coverage

Note



Forecasting (in first phase or in

the future)

Quota Allocation (in first phase

or in the future)






Option 2 Territories (Quota allocation) Description RequiredForecasting (in first phase or

in the future)





Visibility

North America Sales

Owner: Jarrod Jackson

Channels

Owner: David May

Direct Sales

Owner: Richard Lewis




Option 2 Object Assignment Description Required


the future)


in the future)



Account, Partner, Opportunity, Lead

Sales Team

John Banker

Alan Page

Donald Webster






the future)


in the future)

or








the future)


or in the future)

or



Visibility

Option 2

Set up the territory hierarchy with the appropriate territory ownership

None of the territories will have any coverage

Notes


Manual assignment of territories to opportunity revenue lines (for Forecasting)






the future)

or


or in the future)

or



Visibility






the future)

or


in the future)

or



Territories with boundaries

Territories cover specified

accounts only




Option 3

Enable required dimensions used in boundaries definitions

Set up the territory hierarchy with the appropriate territory ownership.

Dimensional coverage of each territory will determine covered accounts, leads and

opportunities



the future)

or


in the future)

or





accounts only




Option 3 - Territories (Automated Assignment)Description Required


the future)

or


or in the future)

or



Visibility

Territories with

boundaries


accounts only

North America Sales


NA Life Sciences

Owner: David May

NA Automotive


Regular Coverage

Geo: North America

Industry: All

Regular Coverage

Geo: North America

Industry: Life Science

Regular Coverage

Geo: North America

Industry: Automotive






the future)

or


in the future)

or





accounts only




Option 4

Enable account inclusions

Set up the territory hierarchy with the appropriate territory ownership.

Accounts covered by each territory will be defined using account inclusions



the future)

or


in the future)

or





accounts only




Option 4- Territories (Automated Assignment)Description Required


the future)

or


or in the future)

or





accounts only

North America Sales


NA Life Sciences

Owner: David May

NA Automotive


Account Inclusions

Brent Medical Devices

Acre Pharmaceuticals

Account Inclusions

Demar Motors

Coleman Diesel




1) Perform planning and discovery with the account








Step 3: Model territory hierarchy and boundaries within a spreadsheet



Step 4: Set Up the Dimension Source Data

There are following available dimensions:

Account Type

Customer Auxiliary 1..3

Customer Size

Geography

Industry

Organization Type

Product

Sales Channel



Step 5: Enable Required Dimensions



Step 6: Create Territories Using Proposal

Two ways to add territories to a proposal:

Manual entry using proposal UI

Automated entry using territories import



Step 6: Create Territories Using Proposal (Manual)



Step 6: Create Territories Using Proposal (Import)

Refer DocId: 1564536.1 for a sample Territory Import template



Step 6: Create Territories Using Proposal (Import)


Practice

Practices 04B-3 covers the following topics:

Review sample sales org information from .doc.

Model territories in spreadsheet.


How can I validate and augment my data plus eliminate duplication?


Data Quality Feedback


Users need built-in automatic tools to keep their account and

contact data clean and free from duplication.

We listened

In R8 we added data validation and cleansing, matching and

merging or eliminating duplicates, plus add on services to enrich

your data.

Coming soon

In R9 DaaS: Real-time Account/Contact Enrichment from Oracle

Data Cloud Service and Enterprise Data Quality (EDQ) Integration.


Data Enrichment Feedback


Users need means to mine new accounts and contacts plus

augment existing account and contact data from social data

sources.

We listened

Weve provided processes to find new prospects, enrich existing accounts and continuously clean and sync accounts and contacts

with Oracle Social Data and Insight Service.

Coming soon

Data merge survivorship rules will also apply when an object is

updated in a future release.


Data Quality and Enrichment Topics

Data Quality Overview

Available Data Quality Functionalities

Duplicate Resolution

Data Steward Dashboard

Setup

Get Oracle Sales Cloud

Initial SetupLearn

about Data Shapes

Extend the Application

Administer Key Areas

Tweak the Core SFA

Areas


Common Data Quality Problems

FS

CR

M

CRM

CRM

CRM

CRM

ERP

ERP

ERP

FS

FS

FS

Errors and Unusable Data

Typos, misspellings, transposed numbers or characters, garbage data

Stale or Out-of Date Data

Rapid changes in a dynamic society: marriages, divorces, births, deaths,

moves

Fragmented Data

Disparate systems and information

gathering across multi

countries/languages


Data Quality Functionality in a Glance

*Profiling

Cleansing

Matching

Enrichment

Understand data

status, deduce patterns

Tel# is null 30%

LName + FName (Asian

Countries); FN+MN+PN+LN

(Latin);

Addr = #, street, city, state, zip, country; St, Str = Street (ENU/DEU);

Spot and correct data

errors; transform to std

format/phrase

Identify and eliminate

duplicatesTaro Yamada = =

Attach additional

attributes and

categorizations

Taro Yamada: single, 1 child, Summit Estate, DoNot Mail

Functionality Customer Data example

Comprehensive

data quality

Feature

*On Premise Option Only

Not Integrated with Oracle Sales Cloud


Mechanisms to Cleanse Customer Data

Import

File-Based Import

Data Import (On Premise Support Only)

Web Services

Address Cleansing

Data Matching for Accounts and Contacts

Batch Data Enrichment


Import

Options available to:

Invoke de-duplication and address cleansing

Import the duplicates and create a resolution request or decide not to import duplicates

Data Import File-based Import


Data Quality Web Services

Trading Community Real Time Data Quality

Use this to find potential matches and/or to cleanse addresses

Service Path: http://fusionoer.oracle.com/oer

Supports the following methods:

matchOrganization Returns matched organizations

matchPerson Returns matched persons

matchLocation Returns matched locations

cleanseAddress Returns standardized and validated address

Refer to Fusionappsoer.oracle.com for WSDL details


Data Quality Web Services Continued Trading Community Resolution Request

Use this to merge duplicate accounts or contacts

Service Path: http:///cdmHubBase/DuplicateResolution

RequestService?WSDL

Supports the following methods:

createMergeRequest Creates a merge resolution request to be processed immediately or pending administrator approval

getMergeResult - Retrieves the status of a resolution request created using the method above

createPartyMergeRequest Backward support only

Refer to Fusionappsoer.oracle.com for WSDL details


Address Cleansing

Integrated single engine supports all countries

Advanced validation and standardization of addresses in

more than 240 countries

Address Doctor Postal Directory license is required


Address Cleansing Real-Time Cleansing

Works on postal address data entered through the UI by users

User can use a suggested value or continue to create a new address record

Batch Cleansing

Works on batches of data

Subset of the registry

Entire registry

Imported data

Helps ensure clean data over time

You will do Address

Cleansing in your lab.


Data Matching

Batch Data Matching

Used by Data Steward for duplicate identification

Identifies duplicate records within the entire registry or a subset of the registry

You will do batch

duplicate identification

in your lab. Real-Time Data Matching

Works on Account or Contact data entered through the UI

Returns possible duplicates. Users can choose an existing

record or create a new record


Batch Data Enrichment

Enrich existing Accounts

DUNS number, industry classifications, number of employees, annual revenue, etc.

Enrich existing B2B Contacts

Up-to-date phone numbers, email address, job titles, etc.

Import new Accounts and Contacts from Oracle Social Data and Insight

Service

Continuously clean and sync Accounts and Contacts with Social

Data and Insight service


Batch Data EnrichmentEnrich Existing Accounts and Contacts

1. Export a subset of Accounts and Contacts for enrichment

New export objects available for download: Organization for Data Cloud Enrichment Person for Data Cloud Enrichment

2. Enrich the data with Social Data and Insight Service

3. Import the enriched data back to Oracle Sales Cloud

Pre-defined Import Mappings available Data Cloud Account Import

Data Cloud Contact import

4. Enriched Accounts and Contacts

are updated with Enriched Status

and Last Enriched Date


Batch Data EnrichmentImport new Accounts and Contacts

1. Search and export companies and people from Social Data and

Insight Service.

Industry, Location, Revenue, Number of Employees, Job Title, etc

2. Import them to Sales Cloud as new Accounts and Contacts

3. Checks against the Social Data Cloud key to prevent adding

duplicates


Duplicate ResolutionMerge vs. Link

Merge creates a single record and points all transactions to the new record

Link creates an internal cross reference between all the records participating in the

link


Duplicate ResolutionSurvivorship Rules

Govern how the best version record can be constructed for Accounts or Contacts

Users can define any new rules for selecting master record for Accounts or Contacts


Duplicate Resolution Flows Manual Merge vs. Auto Merge

Manual Merge

Select which master record to keep after merge

Resolve conflicts in attribute values, and enter/modify attribute values during the merge process

Resolve conflicts in selected child entities

Save the merge process for further review and approval

Auto Merge

Automated merge of Accounts and Contacts by survivorship rules

Invoked based on the value of the Auto Merge Threshold Profile Option

You will do both

Manual Merge and

Auto Merge in your

lab.


Data Steward Dashboard

Consolidated dashboard gives an overview of all data management tasks and status

Single point of entry for day-to-day tasks with easy navigation to individual work areas

Embedded analytics provides contextual insight into data management status


Data Quality Set Up Overview


Overview of Setup Tasks

Informatica Identity Resolution setups need to be done prior to Oracle Sales Cloud setups

Review the Customer Data Management Implementation Guide for detailed setup steps

OSC setups.


Server Configurations

Register the Cleansing and Matching Server (Pre-defined)

Server Address/Host information, Server parameters

Can be edited, but cannot be added or deleted


Data Synchronization

Setup data synchronization options and kick off the synchronization process

Sync Start Time

Enable Tables to be synced


Cleansing Configurations

Setup cleansing configurations (Pre-defined but can be edited)

Cleansing parameters



Matching Configurations

Setup matching configurations (Pre-defined but can be edited)

Score Threshold

Search Level (Breadth of search)



Run Request Dispatch Job

Run immediate process for Resolution Requests

or

Schedule at a specific intervals


Manage Customer Hub Profile OptionsProfile Name Description

Address Cleansing Configuration Specify the data quality address cleansing configuration used by

the data cleansing process.

Data Cleansing Process Batch Size Control the transaction batch size for the data cleansing process.

Set this value based on available system resources.

Duplicate Identification Process Batch Size Control the transaction batch size for the duplicate identification

process. The value is used to chunk records in the batch and

process each chunk in a loop as a separate transaction.

Duplicate Identification Organization Configuration Specify the data quality organization match configuration used by

the duplicate identification process.

Duplicate Identification Person Configuration Specify the data quality person match configuration used by the

duplicate identification process.

Resolution Request Type Default Specify the default request type value for duplicate resolution

requests.

User Merge Requests Specify the processing of merge requests, such as, process

without approval and approval needed.

Survivorship Enabled Enable survivorship rules for selecting master record and

retaining attributes during a merge or update operation.

Auto Link Threshold Specify the threshold of auto link. Default value: 100.

Auto Merge Threshold Specify the threshold of auto merge. Default value: 100.


Manage Agreement Rules

Define to determine whether a merge request should be vetoed

Pre-defined rules are available (not editable)

Users can create new rules

Pre-defined

agreement rules


Define SurvivorshipManage Survivorship Rules

Define and activate the Survivorship Rules

Users can create new rules or edit the existing rules.


Define SurvivorshipManage Survivorship Rules

Mandatory setup task for Auto Merge feature

Survivorship functionality is disabled by default

Set the ZCH_ENABLE_SURVIVORSHIP profile option to "Yes"


Define SurvivorshipManage Source System Confidence

Source Confident Level can be used as criteria in survivorship rules

Set confidence level for attributes of Contact/Account for one or more systems

Attribute list includes OOTB and extended attributes

Confidence level is from 0 to 100

1. Select the

object type

2. Select the attribute3. Set the

confidence level for

source


Define SurvivorshipManage Source System Confidence


Summary of Enhancement Capabilities

Enrich Accounts and B2B Contacts

Users can clean and enrich existing Accounts and Contacts in Oracle Sales Cloud using Oracle Social Data and Insight Service

Import New Accounts and Contacts into Sales Cloud

Users can import new Accounts and Contacts from Social Data and Insight Service to Sales Cloud

Administration of Automerge

Use sample survivorship rules or create new rules to define how records should be automatically merged when duplicates exist

Outbound Real-Time Integration

Integrate applications that hold customer data and get consolidated

notifications when Account, Contact, and Household data changes


Additional Information

For contact enrichment, the accounts related to the contacts need to be in Sales Cloud. If not, the associated accounts need to be

imported from Data Cloud before the contact Import

If custom attributes need to be enriched, edit the seeded import templates to add the new mapping for the custom attributes to data

cloud attributes.

For the Administration of Automerge, sample Survivorship Rules are not activated

Survivorship rules will be applicable for update in future release

Survivorship for child entities, data created through File Import or Web services will be supported in future release


Practice: Customer Data Quality

Practice 04G covers the following topics:

Real Time DQ

Batch Address Cleansing

Batch Data Matching and Duplication Resolution

Manual merge

Auto merge


How do I change what reports show up on what pages?


Agenda

Oracle Sales Cloud Analytics Key Capabilities

Configuring Custom Subject Areas

Roadmap


Role-based Perspective of Sales Analytics

Role Objective How to achieve Objective

Sales Ops Provide insights to sales management to maximize

sales effectiveness

Easily create, modify and deliver custom reports and dashboards

Sales

Manager

Gain visibility and predictability into sales

pipeline and forecast

Track updates to opportunities in real-time anytime, anywhere

Sales

Executive

Understand business trends to achieve financial

goals

Provide relevant information to increase productivity, not just a tool for managers


Oracle Sales Cloud Analytics

Operational Reporting Simplified

Advance Reporting Made Easy

Reporting on Custom Objects

Enhanced Visualization

Flexible Report Scheduling & Delivery

Proactive Detection & Alert

Mobile Analytics

Key Capabilities

Forecasting & Analytics


Oracle Sales Cloud AnalyticsKey Capabilities

Configurable Sales Dashboard

Historical Opportunity Trending

Historical Forecast Trending

Embedded Reports in Simplified UI

Interactive Out of the Box Reports

Mobile Analytics

Additional Subject AreasForecasting & Analytics


Configurable Sales DashboardReports and charts are pre-built and ready for use

Summary analytics displays sales

performance

Drill down capabilities gives

further insights for pipeline,

opportunity changes, team

performance and historical

trending

Reports can be configured for

Sales Executives, Managers and

Sales Reps



Create custom reports to track historical progression of

opportunities

Display variances and comparisons between time

periods

Analyze revenue by product, resource or territory



Analyze forecast trends and compare to pipeline, won

revenue and quota

Forecast metrics remain historically consistent and

accurate across forecasting

periods even if product or

territory hierarchies change



Display standard or custom reports in list view pages where

the sales team needs them most

Embed actionable reports on the Analytics homepage, list view and

detail pages for Leads,

Opportunities, Accounts and

Contacts


Pre-built ReportsLeads and Opportunities

Opportunity Reports

My Teams Performance My Teams Pipeline My Teams Leadership Board My Performance

My Pipeline

Top Open Opportunities

Sales Performance Trend

Sales Stages by Age

Lead Reports

Teams Leads My Leads by Age

My Open Leads by Source


Pre-built ReportsForecast and Partners

Forecast Reports

Forecast vs. Quota

Team Forecast vs. Team Open

Pipeline

Partner Reports

My Forecast vs. My Open Pipeline

Partner Performance

Open Pipeline

Partner Leadership Board

Partner Win Rate


Additional Subject AreasCreate Opportunity Team and Contact Reports

Two new subject areas role of team member and role of contact enables creation of custom reports

Managers can effectively deploy

resources with appropriate skills

sets to opportunities

Summary reports shows the

resources associated with

opportunities


Custom ReportsCreate Account Team Reports

New subject area Sales CRM Account Team enables creation of custom reports for account

teams and their role

Generate summary view that

displays account team

Resources for accounts can be

analyzed and then deployed

where appropriate


Oracle Sales Cloud Mobile App

The Oracle Sales Cloud Mobile app is available on the App store, Google Play, and

Blackberry

Twenty out of the box reports can be shown on your smartphone, tablet or web browser

Custom reports can be created and configured from one place then added using

Application Composer

Analytics available on Smartphone and Tablet


Mobile Analytics

Use Analytics and Forecast icons for easy navigation

Graphic options (Funnel, Table, Graph, Waterfall, etc.)

Use summary and drill down to report details

Can also apply filters on selected reports

Sales Analytics for Smartphones and Tablets


Oracle Sales Cloud Analytics

A Day in the life of VP of Sales


Custom Subject Areas


Custom Subject Areas

Are subject areas that are created by CRM

administrators to allow reporting and analyses on

custom objects

Are created using Oracle Application Composer

Are published to the BI Catalog


Structure of a Custom Subject Area

Custom subject areas created

using Oracle Application

Composer include:

A dimension folder for the

custom object

Serves as the focus for

the subject area

A dimension folder for each

child and related object

A single fact folder

containing all the measures

Custom object

Fact

folder


Constraints for Custom Subject Areas

Only a single fact folder is created

As-delivered prebuilt subject areas may be designed to include

multiple fact folders

Child object hierarchy can be up to four levels deep

Can have only one child object at each level

M:1 related objects can be included if they are part of a choice-list

relationship with the custom object

All objects in a custom subject area must be part of the same application


Create a Custom Subject Area

1. Identify the primary object

2. Add child objects

3. Select the fields

4. If necessary, apply date leveling

5. Specify security

6. Review the subject area

7. Publish the subject area

8. Examine the subject area

Example: Create a custom subject area for a custom object

Promotion with a child object Promotion Item


Considerations

Role of custom subject areas

Custom fields on standard objects

Additional measures for prebuilt subject areas


Role of Custom Subject Areas

Custom subject areas are intended primarily for reporting on

custom objects created using Oracle Application Composer

A custom area can be created for standard objects

Limitations:

Can base the subject area only on customizable

standard objects

Can only include related objects in the same application

Recommendation: find and use a prebuilt subject area


Custom Fields on Standard Objects

A custom field added to a standard object will be immediately

available as a dimension in any subject area containing that

object

Appears in an extension folder in the subject area

Build the report as you would any other report for that subject

area

Custom fields added

to the Opportunity

object appear here


Additional Measures for Prebuilt Subject Areas

Prebuilt subject areas do not always include all the metrics

for each designated measure field

Create a custom subject area to add any new measure

functions

Prebuilt subject areas cannot be modified


Oracle Sales Cloud Sales AnalyticsKey Takeaways


Key Takeaways

Configurable Sales Dashboard




Interactive Out of the Box Reports

Mobile Analytics

Additional Subject Areas


Oracle Sales Cloud Delivers

Ease of Use

Simplified UI expanded to include: Account, Contact, Forecasting, Sales Campaigns

Key sales rep processes streamlined Improve Lead search and mass update of Leads Intuitive Territory Management setup

Extensibility

Dynamic layout and child custom objects for Simplified UI Simplified UI extension: custom objects, sub-tabs, buttons,

action menus, drilldowns

Full extensibility support in Account, Contact, Assets, Forecasting

Extensible attributes in Assignment Rules

Core SFA

B2C Person Centric Contact Mgmt, Households, Sales Predictor for B2C

Product & Unit based quotas Partner self-service user registration File based import/export for Territories Audit objects: Sales Rep, Manager, Sales Planning

Social

Sharing Account Center (account, contact, and groups/households) and custom objects and fields

Customer Data Management

Enhanced account and contact integrations Survivorship framework to improve Account de-duplication Geo code and spatial support

Mobile (Smart Phone and Tablet)

Disconnected mode Oracle Social Network Integration Custom child objects and Customer Create Saved Searches and Automatic Geocoding

Analytics

Configurable Sales Dashboards Historical Opportunity and Forecast trending Embedded reports in simplified UI Pre-built reports for Leads, Opportunities, Customers, Forecast and

Partners

CX Integrations

Marketing Cloud: Closed loop ROI reporting with opportunity sync. Publish campaign attributes and marketing responses

DaaS: Enable real-time Account and Contact data enrichment EBS: Bi-directional sync of account and contact from Sales Cloud to

EBS. Manage EBS quotes from Sales Cloud

JDE: Sync account, contact and manage quotes from Sales Cloud

Outlook Integration

Customization through Application Composer

Release 8


Oracle Sales CloudRoadmap


Oracle Sales Cloud Roadmap

Core SFA

Simplified UI enhancements for Forecasting, list management, Sales Predictor rules, and Sales Lightbox

Simplified UI for Channel Manager role

Consolidated activity management

Global Search with auto-suggest, including custom objects

Improved file import/export with round-trip support

Extensibility / Customization

Simplified UI support for Custom Object / Card Page

Support M:M custom objects

Dynamic layout enhancement to support Field Groups

RESTful Web Services for Standard and Custom Objects

Mobile

Support for attachments

Dynamic layout based on Roles, Record Type and Expression

Embedded OSN integration

Analytics

Simplified UI Report Center

Embedded analytics on list view pages

Combine custom and OOTB subject areas in reporting

New BI subject areas and OOTB reports, including PRM and Activities

CX Integrations

CPQ Cloud bi-directional accounts and quotes

Marketing Cloud activities available in Sales Cloud

Service Cloud bi-directional accounts & contacts. Create Incidents from Sales and Leads from Service. Update service incidents

Real-time Account and Contact data enrichment through DaaS

EDQ: address verification & Account/Contact matching JDE: enhancements including bi-directional account sync Siebel: account, contact, activity, and opportunity bi-directional

synchronization. Punch-out to service requests from Sales Cloud.

View quote history from Oracle Sales Cloud Mobile

Outlook & Lotus Notes Integration

Oracle Sales Cloud to Lotus Notes Integration

Enhanced Extensibility with role-based dynamic layout

Automatic binary deployment and client monitoring

Native Contact De-duplication

Incentive Compensation

Compensation Plan report and acceptance workflow

New parameterized expressions for plan formula

New integrations for currency conversion rates, and rule hierarchy

Quota export for Incentive Compensation integration

Release 9


Oracle Sales Cloud Roadmap

Core SFA

Unified home page and navigator

Simplified UI enhancements (Alta skin, global header, button overflow, and longer pages)

Configurable home page with notifications and infolets

Team calendar in Simplified UI

Enhanced support for recurring revenue on opportunities

Forecasting roll-up and adjustments by product groups

Multi-Org / BU

Simplify security roles

Simplify assignment rules administration

04 Administration.pdf

Documents

Transcript of 04 Administration.pdf