COURSE DESCRIPTION
Oracle Sales Cloud – Implementation
Oracle Sales Cloud offers an array of capabilities built to meet the essential needs of sales reps and sales managers. Easy-to-use productivity tools such as sales coach, opportunity assessment, call reports and a centralized team calendar keep sales reps on track with the information and guidance they need to close more deals. Oracle Sales Cloud increases sales teams’ effectiveness and encourages critical communication about each in-flight opportunity.
In this hands-on course, you’ll learn the core knowledge to enable you to perform an initial Oracle Fusion Sales Cloud – implementation. The course covers mandatory tasks and then explores common administration and configuration tasks.
Course Benefits
Course Content
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
- Administration 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
Flexible Class Options
- Implementation & Support Training | Workshops | Fast-Track
- Week End Classes For Professionals SAT | SUN
- Online Classes – Live Virtual Class (L.V.C), Online Training
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