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1 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential - Distributed to Authorized Customers. Subject to Safe Harbor.
Initial Setup
ORACLE SALES CLOUD
IMPLEMENTATION PARTNER WORKSHOP
Oracle Sales Cloud
Oracle Product Development
2014
2 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential - Distributed to Authorized Customers. Subject to Safe Harbor.
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 Oracle’s products
remains at the sole discretion of Oracle.
Safe Harbor Statement
3 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential - Distributed to Authorized Customers. Subject to Safe Harbor.
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
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Initial Setup Topics
How do I get Oracle Sales Cloud?
Once I have it, what do I do on day 1?
How do I setup users and security?
How can I get data from other systems into Sales
Cloud?
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How do I get Oracle Sales
Cloud?
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Provisioning Feedback
Partners and customers told us…
It takes too long to provision an environment.
We listened…
Recently, we have automated all of the processes which
means that provisioning takes less than a week.
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Initial Data Setup Feedback
Partners and customers told us…
Setting up geography data in Sales Cloud requires either a
costly license from a 3rd party or days of manual and complex
data entry.
We listened…
In R8, we are including the geography data for 19 countries
which can be loaded with a single click in the application.
What else?
In R9, we will add another 34 countries.
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Getting Oracle Sales Cloud
Production and Non-Production Environments
Communication from Oracle
Scheduled Maintenance: Patches and Upgrades
Topics
Get Oracle Sales Cloud
Initial SetupLearn
about Data Shapes
Extend the Application
Administer Key Areas
Tweak the Core SFA
Areas
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Getting Oracle Sales Cloud – STEP 1
To get Sales Cloud, you
could either:
Sign up for a free 30
day trial, or
Contact your Oracle
Sales Representative to
order Sales Cloud
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Getting Oracle Sales Cloud – STEP 2
The customer completes the questionnaire.
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Sales Cloud Environment
Within 5 business days, Oracle provisions two environments:
1 Production Environment
1 Non-Production Environment
NOTE: Customers can use any client with no additional expense:
Desktop UI, Simplified UI, Sales Cloud Mobile, CRM for Microsoft Outlook
ProductionNon-Production
(Stage / Test )
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Production Environment
Environment for Production-level activities
Sized for Production user loads
Monthly scheduled maintenance
Production
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Non-Production Environment
Environment for training, configuration,
and testing activities
One Non-Production environment
included with contract
Environment to apply and test configurations and data
prior to migrating them to Production
Environment can be refreshed per request
Monthly scheduled maintenance Non-Production
(Stage / Test )
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How do I know when Sales Cloud ready?
Once the environments are provisioned,
the customer will receive emails with:
A welcome message
Sales Cloud Credentials for the initial
administrator
Credentials for the Sales Cloud
administration portal
For additional environments, customers
can contact their Oracles sales rep.
For additional language support,
customers should file a service request.
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Sales Cloud Administration Portal
Allows you to track usage and receive notifications for OSC
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My Account
Provides a macro view of systems to which you have access
Provides Metrics on users, data and system uptime
Allows Account Administrators to have the Welcome Email
resent.
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My Services
Provides a micro view of a single system
Provides Metrics on users, data and system uptime
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Identity Self Service
Allows you to change user names and passwords for
cloud.oracle.com services.
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Application Services Notifications
Access patch and upgrade notifications through cloud.oracle.com
Initially only the administrator will receive notifications. Additional
users to be notified can be set up here…
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Notifications
Proactive Communication
Scheduled and unscheduled
maintenance
Patch bundle documentation
My Oracle Support: Master
Note Listing Functional
ReadMes for Fusion CRM
Patch Bundles (My Oracle
Support Doc ID #1540801.1)
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Scheduled Maintenance: Patches and Upgrades
Targeted to the statistically lightest
utilization
Once a month application patching
cycle
Non-Production environments
patched on first Friday of the month
Production environments patched on
third Friday of the month
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Production to Test Refresh
A refresh of your test environment
from your production environment is
accomplished by requesting it via a
Service Request
Can request 4 times in a 12 month
period
All metadata is moved, however,
some territory management data
needs to be regenerated based upon
that metadata.
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Once I have Sales Cloud,
what do I do on the first day?
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Verify Provisioned Settings
Configure Initial Settings
Topics
Get Oracle Sales Cloud
Initial SetupLearn
about Data Shapes
Extend the Application
Administer Key Areas
Tweak the Core SFA
Areas
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General Implementation Process
Setup Tasks for
Specific
Modules
Initial Setup
Tasks
Import DataCreate
Territories
Migrate Setup
Data
Migrate
Customizations
Extend and
Customize
Validate Setup
and
Customizations
Deploy Mobile
& Desktop
Clients
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Quick Steps Guide
Use the Getting Started guide to continue setting up a simple
instance for users to become familiar with the application
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Functional Setup Manager
Functional Setup Manager is used throughout this training. You get to
FSM via the Classic UI Navigator item called Setup and Maintenance.
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Verify Provisioned Settings
Review and update, if necessary, the provisioned settings when you
first receive the application.
You do this by accessing setup tasks:
– Manage Enterprise HCM Information
– Manage Legal Address
– Manage Legislative Data Group
– Manage Legal Entity
– Manage Legal Entity HCM Information
– Manage Business Unit
– Manage Users (only one initial user provided)
– Manage Administrator Profile Values (Set default business unit)
For instructions, see the “Setup Process Overview” chapter of the
Getting Started with your Sales Cloud Implementation guide.
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Configuring Initial Settings
You must set up some enterprise-wide data, such as:
Accounting Calendar
Currencies
Geographies
Sales Catalog/Products
Customer Center
Sales Dashboard
For instructions, see the “Setup Process Overview” chapter of the Getting
Started with your Sales Cloud Implementation guide.
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Accounting Calendar
You must set up the accounting calendar
The calendar breaks down your fiscal year into accounting periods
It is used across your enterprise for territory management and
forecasting
You want to set it up correctly because it cannot be changed once you
have entered data
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Accounting Calendar: Start Date
Specify the first date of the period of the oldest historical data on
which you will be reporting
Example: If you select January 1, 2010 as your first calendar date, then
you would only be able to enter or import historical data associated with
this date or more current
You cannot add previous years once the first calendar period has
been opened
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Accounting Calendar: Start Date
Use one of these methods to determine your Start Date:
Set the Start Date to one year before the date that your organization was
created.
Base it on your opportunities:
1. Find the earliest date of your open opportunities (or closed, if you want to capture
closed opportunity history)
2. Then determine the beginning of your fiscal calendar for
that year
3. Add one or two years before that to use as your start date
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Accounting Calendar: Period Frequency
The system generates periods based on your selection
Options: 4-4-5, 4-5-4, 5-4-4, 4 Week, Weekly, Monthly, Quarterly,
Yearly, or Other to set up a custom calendar.
Set this to the lowest period you care about for forecasting, but no
lower. This determines:
The level of granularity available within analytics
The level at which users view and adjust forecasting aggregates by
the time dimension
Calendar
breaks down
periods
within a
year.
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Accounting Calendar: Setup Tasks
Go to the “Manage Account
Calendar” to set up your
accounting calendar
Go to the “Manage Calendar
Profile Option” to specify the
Accounting Calendar for your
organization
Specifies which
accounting calendar to
use
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Currencies
All currencies are enabled by default
Disable the currencies that your company will not use
You cannot change a currency code after you enable the currency,
even if you later disable that currency
You can enter start and end dates to set a date range for the
currency to be available to users
If you leave Start Date
blank, the currency is
valid immediately.
If you leave End Date
blank, the currency is
valid indefinitely.
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Currencies: Default
Specify the default currency for your enterprise
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Currencies: Exchange Rates
Set up conversion (exchange) rates for your enabled
currencies.
You can set up daily rates as well as historical rates.
If you do not set up conversion rates for enabled currencies,
then you might have issues when:
• Converting leads to opportunities, if the records are using
different currencies
• Reporting on Opportunities which have multiple currencies
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Currencies: Setup Tasks
Go to “Manage Currencies” to disable the currencies that
you will not be using
Go to “Manage Currency Profile Options” to specify the
default corporate currency
Go to “Manage Conversion Rate Types” to set up exchange
rates
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Geographies
Geographies are reference data used to:
Validate addresses
Specify the geography component of a territory
Country names and their codes are seeded data.
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Geographies: Country by Country
For each country, you must:
Define the structure
Define the specific values to match the structure (hierarchy)
Specify validation
USA
New York
New
York
California
Los
Angeles
Albany San
Francisco
Country
State
City
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Geography Data Load
There are 3 ways to enter Geography Structure and Data:
1. Use Native Sales Cloud data
2. Use structure and data that you already own (or get from a 3rd
party)
3. Manually enter the data
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Geography Data Load: Native Data
For R8, structure and data for the following countries is
provided as part of the base Sales Cloud License. Another 34
countries will be released with R9.
Countries Supported
United States
Austria
Hungary
Russia
Canada
BelgiumIceland
Romania
Denmark
Mexico
Switzerland
Finland
Turkey
France
Norway
Germany
Poland
Greece
Portugal
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Geography Data Load: Native Data
Steps:
1. Manage Geographies
2. Select the Country for which you want to import data
3. Actions Import Nokia Data
4. Process runs in the background
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Geography Data Load: Import
Geographies can be imported using the file import functionality
Data must be licensed from a 3rd party or already owned by the
customer
For details about importing geographies, see the Importing Master
Reference Geography Data implementation note (My Oracle Support
Doc ID #1481758.1).
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Geography Data Load: Manual Setup
Define all the geography types for each country that will be
used in your geography.
For example for United States:
– States have counties, which have cities, which have postal codes
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Geography Data Load: Manual Setup
Define the specific hierarchy values to match the structure
As you enter the values, you are setting up the hierarchy for that
country’s geography
– Example: New York (state), Albany (county), Albany (city),
12262 (postal code)
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Geography Data Load: Manual Setup
Define the level of validation.
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Geography Data Load: Manual Setup
Specify if a list of values is available to users
The list of values is generated from the geography data you
have entered
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Geography Data Load: Manual Setup
Specify if addresses that do not pass validation can be saved
TIP: Always set this to “Error” to prevent bad data from being
saved
Set to “Error” so data cannot be
saved if validation fails
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Geography: Alternate Geo Names
You can store alternate names for geographies.
Some geo data that you purchase might contain references in a
localized context.
– Example: Copenhagen (primary name), København (alternate name)
– This is not part of the translation functionality.
The system searches against both the primary and the alternate
names.
TIP: Most global organizations use the name in English as the
primary name.
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Geography: Alternate Geo Names Considerations
Alternate names appear in the UI along with the primary names in
these areas:
Admins will see both names in the Detail pages for adding geographies.
End users will see both names in the list of values when entering
addresses (if you enable the LOVs).
– This can cause some confusion and clutter, so decide if you want to include
alternate names.
– Avoid alternate names if you want to force name consistency across your
organization.
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Geographies: Setup Tasks
Go to “Manage Geographies” to define the structure,
manually enter the values for the hierarchy, and specify the
address validation
Go to “Manage Address Formats” to specify the format of
an address for a geography
Go to “Manage File Import Activities” to start importing your
geo data
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Tips for Success: Geographies
Include all the geography types (state, county, city, etc.) that
you may need in your geography structures, even if you do not
expect to upload data for all of those geography types
immediately
If you must modify geography structures after your geography data
is initially loaded, you will need to delete the data first
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Tips for Success: Geographies
Specify Geography Validation at the appropriate level (level that you
want to validate)
Ensures that records will be properly assigned based on your territory
definition
Prevents users from entering incomplete addresses
– Example: With the North America address style format, the address must have
the correct country, state, and postal code combination based on the geography
hierarchy data to be considered geographically valid.
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Tips for Success: Geographies - Validations
Set the “Geography Validation Control for Country” to “Error”
This prevents users from saving an address that does not pass
validation during address entry
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Tips for Success: Geographies - LOVs
Select the Enable List of Values option, if you are sure that the data
is complete.
This renders the values as a list of values (LOV) in the user interface.
Select this at the appropriate level, such as State or Region.
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Tips for Success: Geographies - LOVs
Consider the pros and cons of enabling LOVs
LOVs at levels such as City or Zip Code can produce a long list
of values that might be cumbersome for end users
Using LOVs can prevent users from saving the address, if the
address does not appear in the LOV
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Sales Catalog and Products
Three primary objects are related to Products:
Product Items
Product Groups
Sales Catalog
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Product Groups and Items
Product Groups/Items can be:
Used in your territory definition
Associated with leads
Product Groups/Items must be associated with opportunities.
Each associated product group/item creates a separate revenue
item, which drives territory-based assignment and forecasts.
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Products: Terminology
Be aware of terminology inconsistency, depending on context
Different areas of the UI use the word “Products” to refer to
“Product Items” and/or “Product Groups”
Sometimes the terms “Products” and “Items” are used
interchangeably
This simplifies the UI for end users wherever the distinctions are
not relevant to themRevenue Items have
“Product” column to capture
both “Group” and “Item.”
Admin column displays
“Products” for only product items.
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Sales Catalog and Products
A sales catalog organizes product
groups/items into a meaningful, nested
hierarchy
Product Groups are any collection of
sales products that you define when
setting up your sales catalog
Product Groups can be defined in a
hierarchy
Product Groups can be children of
another Product Group
Product Items can be children of a
Product Group
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Sales Catalog: Product Group and Item Hierarchy
Product
Groups
Product
Items
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Sales Catalog and Products
Do not try to import product groups/items; instead, set them up
manually
For your sales catalog, create the top-level product group and then
build any number of subgroups in a hierarchy
NOTE: Sales catalogs are not available to end users in the Simplified
UI, only in the Desktop UI.
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Product Group vs. Product Item
Product Groups are generally sufficient for all the tasks that your
company will want to perform
Adding product items is only beneficial when capturing orders and pricing
– “Items” are those exact products that are sold to customers; product groups
are granular enough for estimating revenue
Setting up groups requires less configuration than items
– For items, you must set up prerequisite data, such as item organization, item
classes, unit-of-measure classes, etc., as well as create items in a separate
module of Oracle Sales Cloud
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Tips for Success: Sales Catalog/Products
Include product items only if your business
requires it:
You might base territories on product items
to ensure assigning opportunities to the
correct salesperson.
Your organization might want to include
items because you have only a few, stable
products, so frequent updates would not be
necessary
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Tips for Success: Sales Catalog/Products
Generally, you do not want product groups or items to appear
in multiple branches
To prevent this, make sure the “Allow Duplicate Children” option
is not selected when setting up product groups
This is critical to follow if you base forecasting on products
Consult with Oracle Support before deviating from a strict
product hierarchy
Do not select
check box.
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Tips for Success: Sales Catalog/Products
Be aware that changes to your product list are done in real-time.
No versioning exists for products
If your territory includes the Product dimension,
you need to activate a new territory
proposal to capture changes
in your product list
Don’t forget to publish your catalog
and add it to your base catalog!
This is a separate step in the
“Manage Product Groups” task
The “Getting Started with Oracle Sales Cloud”
guide contains complete instructions for setting
up and publishing your sales catalog.
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Customer Center
You can configure the customer tree
You might want to hide nodes that are not relevant to your end users.
– Reminder: Revisit these settings after you add custom objects or make other
changes to objects and attributes
You can set the node that you want users to land on when they drill into
the tree
The “Getting Started with Oracle Sales Cloud” guide contains instructions for
performing this task.
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Customer Center: Additional Settings
You might want to make additional changes after you get started.
You can set up 3rd party integration so that the data appears in the tree
node.
– To leverage the built-in integration with OneSource, buy the service and turn
it on; integration is off by default.
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Sales Dashboard
Configure the Sales Dashboard layout
The dashboard can display Sales Analytics content, 3rd party content
(URLs, external widgets), or content such as your Calendar, Tasks, and
Key Contacts
Go to Navigator > Sales Dashboard. Then click Administration >
Customize Home Pages
– For further instructions, see the Setting Up the Sales Dashboard
implementation note (My Oracle Support #1483093.1)
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Additional Tasks
You might want to set up other areas, such as:
Sales Methods
Sales Campaigns
Again, review these documents to see more tasks and
instructions for setting up initial configurations:
Getting Started with Oracle Sales Cloud Service
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Guides
Sales Cloud Upgrade Guide
Introduction Video Series – Doc ID 1482685.1
Implementation Notes - Doc ID 1482696.1
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Practices: Initial Setup Tasks
Practice 02A covers the following topics:
Review/Update some initial data set up by Oracle
– Manage Enterprise HCM Information
– Define Default Proposal Owner
Enable validation for Australian geography
Set up geography structure, hierarchy, and validation for New
Zealand geography
Practice 02B covers the following topics:
Schedule a process to synchronize the database search indexes
for the objects in your Oracle Sales Cloud practice environment
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How do I set up users and
security?
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Topics
RBAC
Components of RBAC
Technical Implementation of RBAC Components
Data Sharing Modes
Customization Tips and Upgrade Considerations
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RBAC
Industry standard security mechanism
Uses role centric approach to grant access to the users
Provides modular security configuration through privileges
and role hierarchies
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Components of RBAC
User
Job / Abstract Role
Duty Role
Privileges
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Components of RBAC: Privileges
Basic building block of the security model
Controls the access to the system resources
Privileges are wired to the code
Privilege types – Function, Data
Function security - what actions can be performed on which
user interface pages
Examples: Create Opportunity, Delete Opportunity, View
Opportunity
User Job / Abstract Role Duty Role Privileges
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Components of RBAC: Privileges
Data security - what action can be taken against which data.
Example:
Role Aux
Verb
Verb Business
Object
Attribute Condition Privilege
Opportunity
Administration
Duty
Can Manage Opportunity Opportunity
Team
For all opportunities in the
business units that they are
authorized within
Manage
Opportunity
Team Data
User Job / Abstract Role Duty Role Privileges
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Components of RBAC: Duty Role
Grouping of various tasks a user can perform as part
of a specific duty
One or more privileges are mapped to the duty role (Role –
Privilege Mapping)
One or more duty roles can be mapped to a duty role (Role
Hierarchy)
Examples: Opportunity Administration Duty, Lead
Registration Management Duty, Marketing Analysis Duty
User Job / Abstract Role Duty Role Privileges
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Components of RBAC: Job / Abstract Role
Grouping of various duties an employee performs in a
job
An abstract role is a type of enterprise role that is not
specific to a particular job.
One or more duty roles are mapped to each job / abstract
role (Role Hierarchy)
Examples: Sales Representative, Contract Administrator,
Employee (abstract), Manager (abstract)
User Job / Abstract Role Duty Role Privileges
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Components of RBAC: User
User Job / Abstract Role Duty Role Privileges
Can be a human being, machine, network or intelligent
autonomous agent needing access to the system
One or more job / abstract roles are mapped to each user
Role provisioning rules can be used to automatically map
job roles to users based on pre-determined criteria
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Lisa Jones
Sales Representative
Components of RBAC: Summary with Example
EmployeeJob Role Abstract Role
Sales Representative DutyRelated Duty Roles
User
Duty Role(s)Duty Role(s)
Create Opportunity
Delete Opportunity
View Opportunity
View Opportunity Notes
Privileges
Related PrivilegesPrivileges
Opportunity Sales Representative Duty
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Lisa Jones
Sales Representative
Components of RBAC: Summary with Example
EmployeeJob Role Abstract Role
Sales Representative DutyRelated Duty Roles
User
Duty Role(s)Duty Role(s)
Create Opportunity
Delete Opportunity
View Opportunity
View Opportunity Notes
Privileges
Related PrivilegesPrivileges
Opportunity Sales Representative Duty
Role
Hierarchy
Role - Privilege
Mapping
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Components of RBAC
User
Job / Abstract Role
Duty Role
Privileges
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Technical Implementation of RBAC Components
Functional Technical Tool
Job Role Enterprise / External Role OIM
Duty Role Application Role APM
Role Hierarchy Application Role Hierarchy APM
Privilege Entitlement or Permission APM
Role – Privilege
Mapping
Functional Security Policy
Data Security Policy
APM
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External Role - OIM
User
Job / Abstract Role
Duty Role
Privilege
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External Role - OIM
User
Job / Abstract Role
Duty Role
Privilege
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External Role - APM
User
Job / Abstract Role
Duty Role
Privilege
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Application Role - APM
User
Job / Abstract Role
Duty Role
Privilege
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Function Security Policy - APM
User
Job / Abstract Role
Duty Role
Privilege
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Function Security Privileges - APM
User
Job / Abstract Role
Duty Role
Privilege
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Data Security Policy - APM
User
Job / Abstract Role
Duty Role
Privilege
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Manage Users
User
Job / Abstract Role
Duty Role
Privilege
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Manage Users
User
Job / Abstract Role
Duty Role
Privilege
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Manage Users – Resource Role, Provisioning
User
Job / Abstract Role
Duty Role
Privilege
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Role Provisioning
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Data Sharing Modes
RBAC
Team
Resource Hierarchy
TerritoryPartners
View All
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Team Member Role (Team Function) Access
David Murphy Primary Sales Rep Full
Caren Carson Overlay Representative Edit
Tim Horton Product Specialist Edit
Opportunity
Users who are explicitly on the team can see the Opportunity record.
John Doe is manager of Caren Carson.
John Doe can see the Opportunity record.
These users can also see Interaction records of the opportunity.
John Doe
Manager of
Opportunity Team
Sharing Mode: Opportunity Team
Interactions
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Team Member Role (Team Function) Access
Steve Parker Primary Sales Rep Full
Amanda Sykes Overlay Representative Edit
Ram Arjun Product Specialist Edit
Opportunity
Users who are explicitly on the Account team can see the read-only Opportunity
record and Interactions records.
Tom Hopkins is manager of Amanda Sykes.
Tom Hopkins can see the read-only Opportunity record and Interactions record.
Account Team
Tom
Hopkins
Manager of
Sharing Mode: Account Team
Interactions
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Opportunity is associated with an Account. The Account is associated with the
CA territory.
John Doe and Matt Lopez can see the read-only Opportunity record.
John Doe and Matt Lopez can see the Interaction child record.
Mark Twain cannot see the Opportunity record nor the Interaction record.
Opportunity
West
CA
East
USA John Doe
Matt Lopez
Mark Twain
Account
Interactions
Sharing Mode: Account Territory
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RBAC Data Security Rules for Sharing ModesWhere they are an opportunity sales team member with
view, edit, or full access
Where they are in the management chain of an
opportunity sales team member with view, edit, or full
access
Where they are a member of the opportunity sales
account team
Where they are in the management chain of an
opportunity sales account team member
Where they are a territory resource in the opportunity
territory team or a territory resource with a descendant
territory in the opportunity territory team
Where they are a territory resource in the opportunity
sales account territory team or a territory resource with a
descendant territory in the opportunity sales account
territory team
Where they are a member of the account team of a
partner organization on the opportunity
Where they are a member of a partner resource
organization whose partner organization is on the
opportunity
RBAC
Team
Resource Hierarchy
TerritoryPartners
View All
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Customizing Access Control: Tips for Success
This guidance assumes that after due diligence, you have concluded that the reference roles
provided do not meet your security needs.
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Customizing Access Control: Scenarios
Scenario 1
Increasing the scope of what a user can do
Adding a new duty role
Scenario 2
Reducing the scope of what a user can do
Removing a duty role
Removing a privilege
Scenario 3
Custom Duty Role
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Leverage the default security settings whenever possible.
Use this best practice if you must make changes to the defaults:
Define the requirement clearly and determine the gaps.
Analyze the effect of changes that need to be made.
Record all changes in writing using ‘before’ and ‘after’ tags.
Discuss those changes with Oracle Support.
Understand how territory contributes to visibility and set up
territories with that in mind.
Customizing Access Control: Tips for Success
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Changes to the reference implementation provided by Oracle Sales Cloud creates conflicts.
Conflicts are detected by the Oracle Sales Cloud operations team and reported to the customer
Upgrade Considerations
MODIFICATION CONFLICTS
Artifact type: Application Role
Artifact Name: MOO_SALES_REPRESENTATIVE_DUTY
Description: This artifact is modified at attribute level in patch version and also in production.
Customer must accept or reject changes that caused the conflicts
Rejection of changes overwrites the customization
Acceptance of changes keeps the customization
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Other Resources
Fusion OER has a list of Roles and details about those roles per
application per version.
https://fusionappsoer.oracle.com/ - Select Role and Sales
Security Concepts and Examples in the Getting Started with
Oracle Sales Cloud guide
http://docs.oracle.com/cloud/131/user_services/FASMC/F1012266A
N10741.htm#FASMC1012266
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Practices: Users and Security
Practice 02C Covers User Setup
Review the provisioning rule for all employees
Set up provisioning rules for sales reps
Add a sales rep
Review the resource organization for the new sales rep
Practice 02D Covers the Review of Roles
Explore enterprise roles
Explore the Sales Representative Duty role
Explore security policies for the Sales Representative Duty role
Creating a Resource Role
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Practice: Users and Security
Practice 02E consists of a take-home exercise that builds on
the previous practice exercise
Create a custom job role
Create a custom duty role and associate it with the new job role
Create a custom resource role
Create a provisioning rule that uses the custom resource role and
new job role
Update an existing user by applying auto provisioning
Verify the user’s access customization meets the business
requirements
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How do I learn the data
shapes involved with Sales
Cloud?
How can I get data from
other systems into Sales
Cloud?
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Mappings Feedback
Partners and customers told us…
Mapping standard objects is painful and slow.
We listened…
In R8, there are multiple seeded mappings for each of the
core SFA objects and their children so there is no need to
start from scratch.
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Mappings Feedback
Partners and customers told us…
You don’t have nearly enough example templates for
import and getting to them requires downloading them from
an external system.
We listened…
R8 allows you to generate templates based upon seeded,
generated and custom mappings. There is no need to
manually create a template ever again.
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Mappings Feedback
Partners and customers told us…
Understanding why an import is unsuccessful required trial
and error.
We listened…
In R8, we have greatly improved the logging and error
handling such that the administrator can understand what
happened at each record.
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File Import Introduction
General Process
Perform Data Comparisons
Customize Oracle Sales Cloud
Prepare Source Data
Import Data
Validate Data
Topics
Get Oracle Sales Cloud
Initial SetupLearn
about Data Shapes
Extend the Application
Administer Key Areas
Tweak the Core SFA
Areas
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File Import
Populates relevant
interface tables and
then loads the data
into tables
Is the only UI-based
bulk import option
for Cloud
deployments
Allows you to import records from external files into the
application
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File Import Features
File import supports multiple file formats
Standard text files with delimiters such as:
– Commas
– Semi-colon
XML files
A file import job can be:
Run immediately
Scheduled to run once at a later time
Scheduled to run at a regular interval
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Tips for Success: Planning Your Import Tasks
Keep a clear scope and plan your overall approach
Which objects, attributes, relationships you will import
Sequence and timeline dependencies – imports may be phased
Start EARLY and be as COMPLETE as possible
Build enough time into your project plan to import historical data
Plan a top-down import sequence
Parents before children
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Tips for Success: Planning Your Import Tasks
Start with simple import cases and build incrementally
1. A single or a few rows with required fields only
2. Expanded for all standard fields to be used in migration
3. Custom fields, if you are using them
4. Object relationships
5. Volume
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Import Resources to Help You
File-Based Data Import Templates available on My Oracle
Support (Doc ID 1503223.1)
Oracle Fusion Applications File-Based Import Guide
Oracle Enterprise Repository (OER)
Top level object information
Detailed Spreadsheets based upon interface tables that are
applicable to Cloud and On Premise – Use type ‘File-Based Data
Import’
Interface tables – available now (only applicable for on-premise
implementations)
Help topics
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Oracle Enterprise Repository (OER)https://fusionappsoer.oracle.com/oer/
Oracle Apps
Unlimited
Oracle
Fusion
Applications
• CRM
• HR
• Financials
• Supply Chain
• Projects
Oracle
Enterprise
Repository
Catalog of Integration Assets:
Import Info by object
Web Services
Service Data Objects
SOA Composites
Interface Tables
Events
And more…
Custom
Applications
• Legacy
• Third Party
• ISV
• SaaS
Oracle Fusion Middleware
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General ProcessPerform Data
Comparison
Customize Oracle
Sales Cloud
Prepare Source
Data
Import Data
Validate Data
• Compare the fields from source data with the
available fields in Oracle Sales Cloud
• Add custom fields, custom objects, choice list
values to Oracle Sales Cloud
• Cleanse the source data
• Remove duplicate and orphan records
• Save data in TEXT or XML format
• Use file-based import tool to import data
• Observe correct order of object imports
• Verify the imported data
• Fix import errors and re-import if needed
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Import Objects
Represent the structure of the interface tables into which data
from a source file can be imported Consist of a set of related objects and their attributes that can be populated
together
Example: Customer import object includes: OrganizationProfile
SalesAccountProfile
SellToAddress
PrimaryPhone
Fax
URL
And so forth
Perform Data
Comparison
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Generate Import and Export Artifacts
1. Create custom fields and objects
in Application Composer
2. Generate the artifacts needed for
import manually before
performing a file-based import
In Application Composer,
select the application for
which you want to generate
the artifacts
Generate the artifacts
In Oracle Application Composer, click Import and
Export and then click the Generate button to generate
import and export artifacts for an application.
Customize Oracle
Sales Cloud
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Custom Object Containers in File
Import Tool
Three custom object containers are
available in the import Object list:
Marketing Custom Object
Opportunity Custom Object
Sales Account Custom Object
Available in Import Object list if:
There is a custom object in that
container
You run the Generate Artifacts task
flow for that container
Customize Oracle
Sales Cloud
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Custom Object Containers in File
Import Tool
After selecting a custom object container
from the import Object list:
Map a custom object from within that
container
Map the custom attributes available in
each custom object
Customize Oracle
Sales Cloud
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Custom Lookup Values
Review lookup values:
Geography
Opportunity Win/Loss Reasons
Contact Buying Role
And so on
Adopt standard lookups or modify
lookups to meet your business
You will use the Lookup Codes in your
source import file
Customize Oracle
Sales Cloud
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Tips for Success – Preparing Source Data
Clean the data
Eliminate unnecessary records
Do you need that much history?
Prepare a file for each object
Include unique identifiers
Check that your data matches
the application lookup code
values
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Tips for Success – Unique Identifiers
Decide how you will handle keys and relationships
Populate as many Source System and External Key
pairs as possible
These keys are critical to supporting subsequent updates
to your data for many objects
Ensure uniqueness
Create intelligent keys
Include object reference, for example ORG, LOC, SITE,
REVLINE
Dates
Sequential Numbers
BILLSITEUSE-03112013102
BILLSITEUSE-03112013103
BILLSITEUSE-03112013104
BILLSITEUSE-03112013105
BILLSITEUSE-03112013122
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Record Unique Identifiers
Manually added records:
System generates the record identifiers
Export records to find these keys
Imported records:
You define the record identifiers
Keep track of your unique identifiers for
reuse
Prepare Source
Data
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Source System References
For Oracle Sales Cloud:
We recommend that you include unique identifiers for all records
imported using file-based import
For some records (trading community objects), the unique identifiers
are compound keys consisting of:
– An identifier of the source system
– A unique identifier for the record in the source system
Source system reference
in source data file
Prepare Source
Data
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Managing Source System References
Use the Manage Trading Community Source Systems task to:
Create a record for a new source system
Review seeded values
Prepare Source
Data
For Trading Community Objects
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Mappings for File-Based Import
File-based import requires a mapping that associates each
column or element in the source file with a target object and
target attribute.
Example mapping for importing a
customer with an address.
Prepare Source
Data
Mappings are
created:
Manually
Automatically
Seeded
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Automatically Created Mappings
Mappings that are created during job submission are saved and:
Are named using the job name plus the submission time.
Can be referenced in subsequent jobs.
Specify the saved mapping on the Set Up page.
Select the saved mapping
Import Mappings
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Seeded Mappings
Seeded Pre-Defined
Mappings allow for…
A starting point for new
Sales Cloud users to ‘get
their feet wet’ before
creating their own
mappings
Less manual effort in that
some percentage of the
mapping is done for you
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Generated Templates
CSV Templates can be generated for you based upon your
saved (seeded, automatically generated or manually
created) mapping files
JUST ADD DATA!
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Source File
Use the approach seen in the templates of having
TargetObject_TargetAttribute as the Header Row in the input files
– makes mapping much easier.
ContactPersonProfile_PartyOrigSystem ContactPersonProfile_PartyOrigSystemReference ContactPersonProfile_PersonFirstName ContactPersonProfile_PersonLastName
CSV Contact-OSR0000006 Tom Cat
CSV Contact-OSR0000007 Jerry Mouse
CSV Contact-OSR0000008 Kevin Turvey
CSV Contact-OSR0000009 Martin John
CSV Contact-OSR0000010 Harry Carry
Prepare Source
Data
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Tips for Success – 1:M Relationships
Handling 1:M relationships within an Object
Such as multiple Contacts for an existing Organization
Expectation might be to repeat the key header data for the Organization
on each relevant row
However this will cause errors, so you need to eliminate any repetition of
the key header data for the Organization
OrganizationProfile_PartyOrigSystem OrganizationProfile_PartyOrigSystemReference ContactPersonProfile_PartyOrigSystem ContactPersonProfile_PartyOrigSystemReference ContactPersonProfile_PersonFirstName
CSV OrgKey-0000003 CSV Contact-OSR0000006 Tom
CSV OrgKey-0000003 CSV Contact-OSR0000007 Jerry
CSV OrgKey-0000004 CSV Contact-OSR0000008 Kevin
CSV OrgKey-0000004 CSV Contact-OSR0000009 Martin
CSV OrgKey-0000004 CSV Contact-OSR0000010 Harry
OrganizationProfile_PartyOrigSystem OrganizationProfile_PartyOrigSystemReference ContactPersonProfile_PartyOrigSystem ContactPersonProfile_PartyOrigSystemReference ContactPersonProfile_PersonFirstName
CSV OrgKey-0000003 CSV Contact-OSR0000006 Tom
CSV Contact-OSR0000007 Jerry
CSV OrgKey-0000004 CSV Contact-OSR0000008 Kevin
CSV Contact-OSR0000009 Martin
CSV Contact-OSR0000010 Harry
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Tips for Success – Preparing Source Data
Start with a template
Generate templates from seeded or customer created mappings
Oracle Sales Cloud File-Based Data Import Templates are
available on My Oracle Support (Doc ID 1503223.1)
Be very familiar with the Oracle Sales Cloud application
Information Library:
http://docs.oracle.com/cd/E37187_01/homepage.htm
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Tips for Success – Record Delete
Use the DELETE value in the ActionCode attribute to delete:
Parties (e.g. Sales Accounts)
Relationships (e.g. Account Contacts)
Contact Points (e.g. phone, email, URL)
Appointments
Opportunities
Interactions
Tasks
Notes
Must include the unique identifiers for records in your source file
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Tips for Success – Deleting Parties
Only parties with these usage types can be deleted
Sales Account
Customer Contact
Organization Contact
Sales Contact
Group Member
Group Contact
Related Person
Party with any unconditional party usage e.g. Contact, Sales Prospect,
External Legal Entity, and Party of Interest. Unconditional party usages are
not a fixed list, some are seeded out of box, and some are created by
customer.
The party being deleted can NOT be a root node of a hierarchy.
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Tips for Success – Null Value Indicator
Use #NULL to erase a value in a record
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Tips for Success – File Management
TEXT/CSV or XML?
Recommend using CSV unless XML is only option
Keep your files organized
Self document as much as possible
Keep every file used during file import – in sequence
– File used during the imports are not currently accessible from Oracle Sales
Cloud
– Try to avoid updating an earlier file and re-running it with new data and/or
mapping
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Running a File-Based Import Job
1. Create the import job
2. Select or Create the mapping
3. Submit the import job
4. Check the status
5. Verify the import
You will see the detailed steps for these tasks in
your practice labs.
Import Data
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NEW: Debugging
Error Handling No Cascading Error Messages makes for easier determination of the core issue
Uses input file column names in error messages
Shows standardized error messages for common scenarios
Logging
Provide additional details in import logging output
Ability to refresh process log without reloading page
Improve user ability to identify point of failure via enable export and filtering of
log information
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Practice Tip: Working with CSV files in Microsoft
Excel Microsoft Excel may change the formatting of cells so that numbers and
dates are corrupted
To avoid this, do not resave the CSV file without correcting the format of
number-only or date cells. Either:
Change format of cells containing number only values to Number format,
and remove the decimal places (.00) before saving to CSV file format, or
Save the CSV file as an Excel Workbook file first, make the changes, then
resave as a CSV file
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Copyright © 2014, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential - Distributed to Authorized Customers. Subject to Safe Harbor.
Templates and Import Guide
Oracle Sales Cloud File-Based Data Import
Templates (Doc ID 1503223.1)
Oracle Sales Cloud File-Based Data Import
Guide (Doc ID 1564536.1)
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Copyright © 2014, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential - Distributed to Authorized Customers. Subject to Safe Harbor.
Practice: Importing Customer Data
Practice 02F covers using file-based import to import customer records
Importing Sales Account records
Enriching the data by importing additional Address records for the Sales
Account records
Importing contact records for the Sales Account records
Practice 02G covers
Exporting data to locate Employee Resource IDs
Importing Opportunity Records and Revenue Items
Practice Files @ BeehiveOnline -> Practice Files -> File Import
Oracle Fusion CRM File Based Data Import Guide (pdf)
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Copyright © 2014, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential - Distributed to Authorized Customers. Subject to Safe Harbor.
Practice: Webservices Practice 02H covers webservices for standard OSC Objects:
Review Oracle Enterprise Repository
Review ‘How-to’ find web service and the corresponding WSDL for
different OSC objects
Review SOAP UI usage in calling web services
Review request and response payloads for different methods on the
opportunity object
Practice 02I (take home) covers OSC Custom object web services Review Custom objects and Custom attribute naming conventions
Review ‘How-to’ find web service and the corresponding WSDL for
different OSC Custom objects
Review creation of a Custom object and adding it to a standard object
using relationships
Review request and response payloads for different methods on the
Custom object using SOAPUI
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Copyright © 2014, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential - Distributed to Authorized Customers. Subject to Safe Harbor.