Oracle Sales Cloud Implementation

Überblick

In this hands-on course, you'll learn the core knowledge to enable you to perform an initial Oracle Sales Cloud implementation. The course covers mandatory tasks and then explores common administration and configuration tasks. When possible, it identifies common mistakes so that you are positioned for future success.

Learn To:
  • Perform the tasks required for an initial implementation of Oracle Sales Cloud.
  • Use the security console to manage security roles.
  • Manage users, profile options, lookups, calendars, currencies, geographies, classification categories, business units, users, catalogs, leads, opportunities, assessments, and forecasting.
  • Configure Search.
  • Administer Oracle Social Network.
  • Manage territories and territory rules.
  • Describe customization, migration, and integration strategies.
Benefits to You

Practice implementation steps to ensure your deployment is as smooth as possible.

 

Individueller Schulungseinstieg mit Oracle Training On Demand

Online-Training über das Internet, verfügbar rund um die Uhr, an sieben Tagen die Woche. Sie greifen auf gestreamte Vorträge zu, Whiteboards und Lab-Aktivitäten, können im Video suchen, es unterbrechen oder zurückspulen. Es handelt sich hierbei um aufgezeichnete Kurse. Der Zugang wird nur registrierten Benutzern gewährt (Named-User-Basis). Sie haben ab Wirksamkeitsdatum der Buchung 90 Tage Zugriff auf die Kurse.

Zielgruppe

  • Implementation Consultant
  • Technical Consultant
  • Technical Administrator
  • Administrator
  • Configuration Consultant
  • Configuration Implementer

Voraussetzungen

Kursziele

  • Examine the initial provisioning performed by Oracle
  • Perform required implementation tasks, including configuring currencies, calendars, and geographies
  • Manage users and resources
  • Configure opportunity management
  • Configure territory management and assignments
  • Apply basic customizations to the application

Produktbeschreibung

  • Sales Cloud Introduction
  • Getting Started
  • Security and Visibility
  • Profile Options, Lookups, and Classification Categories
  • Accounting Calendar, Currencies, and Geographies
  • Search
  • Sales Catalogs
  • Leads, Opportunities, and Assessments
  • Territories and Assignments
  • Forecasting
  • Import, Customization, Integration, and Migration Overviews

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
E-Learning Oracle Training on Demand
Preis (exkl. MwSt.)
  • CHF 4'320.–

Nutzungsdauer: 5 Tage

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