The Oracle Sales Cloud Implementation training will ensure customer Experience (CX) to learn a smooth, rapid implementation of Oracle Sales Cloud. You'll have a deep understanding of the foundation and configuration options of Oracle Sales Cloud which will help to make better decisions during implementation projects. The training will also help you with the integration on how to optimize the setup of territories and assure proper assignments for organization.
Preview
By the end of this training you will learn to:
- Navigate the application and manipulate data
- Examine the initial provisioning performed by Oracle
- Manage users and resources
- Configure common components
- Configure territory management
- Configure assignments
- Configure customer management
- Configure opportunity management
- Configure lead management
- Perform basic file-based import and export
- Enable auditing
- Enable conversations
Course Contents
Day 1
Fundamentals
Oracle Sales Cloud application overview
Desktop User Interface and the Simplified User Interface
Sales Force Automation (SFA) core functionality
Resources, managers, and the organization
Data access, security, and duty roles
Day 2
Initial Implementation Tasks
Creating users (resources)
Profile options and lookups
Calendars and common components (appointments, interactions, notes, and tasks)
Addresses and geographies
Sales catalogs and product groups
Day 3
Assignment and Territory Management
Assignments (territory-based (TBA) and rules-based (RBA))
Territory hierarchies, dimensions, and jobs
Territory proposals, gaps, and overlaps
Exports, imports, and updates
Rules and scoring
Apps2Fusion Articles 