03 extensibility.pdf

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Extensibility

ORACLE SALES CLOUD

IMPLEMENTATION PARTNER WORKSHOP

Oracle Sales Cloud

Oracle Product Development

January 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 Oracle’s 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


Extensibility Topics

What implementation and process tools are used in OSC?

How do you extend the product to meet your customer’s requirements?

How do you handle and test extensions and customizations before actually

applying them?

When I need more complicated logic, what scripting support is available?

What extensibility features are available?

How do you configure and use OSC on mobile?

How do you migrate setup and customization data from one environment to an

other?

How do you configure and use Outlook for OSC?


Implementation process and

tools

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&uact=8&docid=wDW1cDcqNoV16M&tbnid=MYKLDQONR37_fM:&ved=0CAYQjRw&url=http://www.autovu.com/&ei=3L8rU6ebCIf1kQflqICYDQ&bvm=bv.62922401,d.eW0&psig=AFQjCNH3HAxfaqrrP-rSf4xhzWJsFXyk0w&ust=1395462362424800

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&uact=8&docid=wDW1cDcqNoV16M&tbnid=MYKLDQONR37_fM:&ved=0CAYQjRw&url=http://www.autovu.com/&ei=3L8rU6ebCIf1kQflqICYDQ&bvm=bv.62922401,d.eW0&psig=AFQjCNH3HAxfaqrrP-rSf4xhzWJsFXyk0w&ust=1395462362424800

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&uact=8&docid=fkzDjIKXNugIvM&tbnid=ULrtsPeFnhfVmM:&ved=0CAYQjRw&url=http://accounting.unl.edu/accounts-payable/goods-and-services&ei=HcArU4uqHYzRkQe6soCoCQ&bvm=bv.62922401,d.eW0&psig=AFQjCNH3HAxfaqrrP-rSf4xhzWJsFXyk0w&ust=1395462362424800

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&uact=8&docid=fkzDjIKXNugIvM&tbnid=ULrtsPeFnhfVmM:&ved=0CAYQjRw&url=http://accounting.unl.edu/accounts-payable/goods-and-services&ei=HcArU4uqHYzRkQe6soCoCQ&bvm=bv.62922401,d.eW0&psig=AFQjCNH3HAxfaqrrP-rSf4xhzWJsFXyk0w&ust=1395462362424800


Topics

Implementation Project Lifecycle

Implementation Tools: Functional Setup Manager

Common Tasks

Terminology

Implementation Tools: Composers

Additional references

Get Oracle Sales Cloud

Initial SetupLearn

about Data Shapes

Extend the Application

Administer Key Areas

Tweak the Core SFA

Areas


Lifecycle Management

Go-liveImplementation Project


General Implementation Process

Setup Tasks for

Specific

Modules

Initial Setup

Tasks

Import DataCreate

Territories

Migrate Setup

Data

Migrate

Customizations

Extend and

Customize

Validate Setup

&

Customizations

Deploy Mobile

& Desktop

Clients

Functional Setup Manager

Application Composer


The Tools: Functional Setup Manager (FSM)

An application that helps you organize, manage, and perform Oracle Sales

Cloud application setup tasks

Review documentation and other help on offerings

Select offerings, options, and features

Generate a set of setup tasks to implement the offering

Perform the tasks to complete the implementation

What is FSM?

FSM's "Getting Started" page


The Tools: Functional Setup Manager (FSM)

A set of setup tasks that you will need to do to implement the offering

Are good tools to help you keep track of tasks that you need to do, have

already done, or want to revisit

Can be exported and imported into other environments

Are necessary to export setup data for import into another environment

What is an Implementation Project?


Implementation Projects

Implementation projects include all of the tasks that can be

done to fully implement one or more offerings

Not all of these tasks must be performed for every

implementation project:

Some tasks are common across multiple offerings

Some tasks are optional

Some tasks may have already been done as part of other

implementation projects


Common Administrative Tasks

Are usually found in Define Common Configuration

task lists

Need only be performed once

Common configuration tasks need only

be performed once per implementation


Optional Tasks

Do not have asterisks

Asterisks indicate required tasks

Are not required to complete an implementation

Frequently this is because the default values are sufficient

May be deferred until later if you are performing a "proof of concept" or

simple "initial configuration"

May be deleted, but use caution when doing so

The "Define Lead Management" task list is not required, and

may be deleted from your implementation project if you do not

plan to implement it for this particular deployment phase


Other Tasks

If your implementation project is not the first implementation

project for an offering, other tasks may have been performed

that do not need to be performed again

Mark as Completed any other tasks or task lists that are not

required for your implementation

If you have already set the levels of risk for

opportunities, you do not need to do it a second

time


Review: Import and Export Services

Use Functional Setup Manager to:

Export and import implementation projects (task lists)

Export setup metadata from one environment and import it to

another environment


Common Tasks of Functional Setup Manager

Set Profile Options

Manage Lookups

Create

Classifications

Import Data

An opportunity's task type is

one of the lookups managed

in a Sales implementation

project


Profile Options

Are individual settings within a profile

For example, setting a default close date for opportunities

Are associated with profile option values

The profile option value is the current setting of the profile option

Are managed by profile-specific tasks or task lists

For example, use the Manage Opportunity Profile Options task to

manage the Opportunity Close Date default


Lookups

Are entries used to populate a list

For example, lead ranks or lead status or task types that can be

associated with an opportunity

May need to be created or modified to support your business

requirements

For example, add additional opportunity task types

Are managed using lookup tasks in Functional Setup Manager

An opportunity's task type

is one of the lookups

managed in a Sales

implementation project

Lead rank managed as a

lookup


Classifications

Are entries used to classify parties (organizations, people)

For example, the industries or service level categories that you assign to

your customers

May need to be created or modified to support your requirements

For example, change the industry list or add a new classification category

Consist of classification categories and classification codes

Classification category describes the classification

– For example, Organization Type

Classification codes are the values in the category

– For example, Private Company, Non-Profit Company, and Public Sector

Organization


Classifications

Are managed in the Define Classifications Task Group


The Tools: File Import

Is an Oracle Sales Cloud feature that allows users to import

records from external files into the application

Is the only UI-based bulk import option for Cloud deployments

Use the "Manage File Import Activities" task to create a new

import activity


The Tools: Extensibility

Reporting/Analytics

Reports Composer

• Admin created data

structures

• Measures

Aggregates/Rollups

• End User driven

• Facts/Measures

UI Customization

Business Process/Logic

Process Composer

• Web-based

customization

• Deployment ready

processes

• Palette/Grid based

Functional Extensions


• SAAS Enabled

• Design Patterns

• Admin User

• Web Based

• Zero Downtime

Page Composer

• Rich persona based UI

• Personalization

• Portlets/Mashups

• Wizard Driven

Sales Cloud Apps

Web Center

Analytics


The Guides You’ll Want to Have

1. Getting started with Oracle Sales Cloud

2. Getting Started with Oracle Sales and Marketing Cloud

Service

3. Oracle Fusion Applications CRM Extensibility Guide

4. Oracle Fusion Applications File-Based Import Guide

5. Oracle Sales Cloud Information Library

https://support.oracle.com/epmos/faces/DocumentDisplay?id=1482696.1

http://docs.oracle.com/cloud/131/user_services/FASMC/index.html

http://www.oracle.com/technetwork/documentation/fusion-apps-doc-1508435.html

https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=86524649590310&id=1564536.1&_afrWindowMode=0&_adf.ctrl-state=ryhoetda5_235

http://docs.oracle.com/cd/E37187_01/homepage.htm


The Oracle Enterprise Repository

A comprehensive description of the underlying

business model

– Web services

– Table structures

– Business logic

– And so forth

Available at http://fusionappsoer.oracle.com/oer

– Requires an Oracle support login

http://fusionappsoer.oracle.com/oer


Practice 03A: Implementation Project

This practice covers the following topics:

Create an Implementation Project

Add a task list to the Implementation Projects

Schedule a process to index data


How do you extend the

product to meet your

customer’s requirements?

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&uact=8&docid=98LDR4dFUPziPM&tbnid=_B8anEohfgLToM:&ved=0CAYQjRw&url=http://hueniverse.com/2009/03/the-xrd-extensibility-model/&ei=q6srU-2pHYX6kQfrw4DgCw&bvm=bv.62922401,d.eW0&psig=AFQjCNFTcDOT8KsO0Hznmx0b2h-ylTu9oA&ust=1395457255588979



Extensibility Feedback

Partners and Customers told us…

We need a single place to configure all the UI including Desktop,

Simplified, Mobile and Outlook

We listened…

With R8, Application composer is the place to go. Outlook,

simplified, desktop UI, mobile pages all of them can be configured

using Application composer.




We would like to view different layouts for different business users based

on specific attributes of the user and the related OSC object. Achieving

this is too complex in the current framework.

We listened…

With R8, a new feature called dynamic layouts has been introduced to

display different layouts at runtime based on login user’s role and object

the user is trying to access.

Coming soon…

In R9, we have extended the feature of dynamic layouts to additional OSC

objects and grouping fields.




They said it is too cumbersome to move from an object to its related object

and there by loosing the context. Can there be some sort of drill down into

the referenced object from the parent/reference object.

We listened…

With R8, a new feature called configurable object drill down is introduced

which facilitates navigation of control from and to the related objects

without loosing the context.




They asked if it is possible to navigate to the transaction record from the

Reports/analytics and to other reports from within a report ?

We listened…

With R8, reports/dashboard drill down to transactional data and other

related reports are facilitated.

Coming soon…

In R9, drill down to transactional data from reports/dashboard to be

extended to SUI.


Topics

Extensibility Capabilities


Object Extensions

Sandboxes


Initial SetupLearn

about Data Shapes



Tweak the Core SFA

Areas


Overview: What is Extensibility?

Modify existing applications

Extend existing applications

View modifications immediately

Add new modules and application

All within the standards-based Oracle Fusion Middleware Platform


Extensibility Capabilities Needed for Successful

Cloud Sales Implementation

Multi-Device

Administration

ConfigurationAccess Control Authentication /

SSO Services

Multi-Language Multi-Currency

Web Services/Groovy

Reporting &

Analytics

Object Workflow

Search

Engine


Strategy: Benefits

Abstracted for the business

Simplified

Open Standards DrivenUniquely

Innovative

Allows for full lifetime CRM SupportComplete


Strategy: Composer Suite

Reporting/Analytics

Reports Composer

• Admin created data

structures

• Measures

Aggregates/Rollups

• End User driven

• Facts/Measures

UI Customization

Business Process/Logic

Process Composer

• Web-based

customization

• Deployment ready

processes

• Palette/Grid based

Functional Extensions


• SAAS Enabled

• Design Patterns

• Admin User

• Web Based

• Zero Downtime

Page Composer

• Rich persona based UI

• Personalization

• Portlets/Mashups

• Wizard Driven

Sales Cloud Apps

Web Center

Analytics


Cloud Sales Model Extensions

Model

UI

Security

Data

Reporting

Logic


Key Capabilities

Standard and Custom Objects

Custom Attributes

Relationships (1:M/M:M/M:1)

Search

Indexing

Translation•

Benefits

Designed to make Sales Operations

more productive and efficient

Change and augment the Sales

Cloud data model to meet customer

needs


Cloud Sales UI Extensions

Model

UI

Security

Data

Reporting

Logic


Key Capabilities

Create and Extend Custom Pages

Social Integration

Web/Mobile/Outlook

Dynamic Layouts

Sub tabs/Tree nodes

Actions and Links

Runtime page customization

Modify page layout

Add/Remove/Show/Hide/Move

Wizard-driven

Benefits

Easy to use

Changes applied instantly


Cloud Sales Logic Extensions

Model

UI

Security

Data

Reporting

Logic


Key Capabilities

Server Side scripting (Groovy)

Script Editor

Full Event Lifecycle

Webservice

Triggers

Validations

Object Workflow (ECA)

Conditional Required/Update •

Benefits

Designed for System Integrators to

Customize/extend to meet different

business needs

Standards based architecture means you

probably have the skills on your team


Cloud Sales Security Extensions

Model

UI

Security

Data

Reporting

Logic


Key Capabilities

Grant/Revoke Privileges

Functional Security

View/Insert/Update/Delete

Data Security

View All/Update All

Instance Level

Owner•

Benefits

Designed for Sales Operations and

System Integrators to customize and

extend to meet different business needs

Fine tune your security model so that

people see only what they need to see


Cloud Sales Reporting Extensions

Model

UI

Security

Data

Logic


Reporting

Key Capabilities

Custom Subject Areas

Custom Objects

Standard Objects

Relationships

Aggregates (sum, min, max)

Date Level

Marketing segmentation

Audit Trail

Integration with Simplified UI•

Benefits

Designed for Sales Operations to

built custom reports

Based upon OBI standards


Cloud Sales Data Extensions

Model

UI

Security

Reporting

Logic


Data

Key Capabilities

Import/Export (Custom/Standard objects)

Webservices (Custom/Standard objects)

XSD schema

Outbound Message action

Event Lifecycle

Approval Orchestration

Groovy Outbound Webservice

Customization Set Manager for Migration•

Benefits

Designed for Sales Operations

Allows for integration with your legacy

systems


Strategy: Layered CustomizationsUpgrade-Proof with Metadata Services Repository

Key Capabilities:

Common metadata store

Set up personalized content and

services for users

Stored as layers on top of base

application

Benefits:

Insulates users from updates and

patches

Used throughout Oracle stack –

business processes, business

intelligence and applications

1. Base Application Deployed

2. On-Site Branding

3. LOB Branding

4. User Personalization and more…


Layered Customization


Page Composer

Runtime Client

✔

✔

✔


How do you handle and test

extensions and customizations

before actually applying them?




Sandboxes

Temporary copies of portions of the MDS that are used to test

customizations before deploying them

Created by developers to make and test customizations

Can be published once testing is complete

Can be discarded if the customizations are unsatisfactory

Exist until they are explicitly deleted or published

Start with a “Snapshot" of a point in time

If another user modifies the mainline, the sandbox will contain stale

information

IMPORTANT: While sandboxes prevent end users from seeing in-

progress customizations, they do not prevent two developers in

two different sandboxes from working on the same object


Active Sandboxes

A developer must activate a sandbox before customizing in it

Ensures that all customizations made by the developer are

stored in the sandbox copy of the MDS

Each developer may have only one sandbox active at a time

Any number of sandboxes can be created but not active

A currently-active sandbox is shown at the top of the

application screen

An active sandbox

An active sandbox


Publishing Sandboxes Copying sandbox metadata to the mainline is referred to as

‘publishing’ the sandbox:

Overwrites existing customization files with the sandbox

versions of the files

All sandbox customizations are immediately available to all

users

The sandbox is marked as read-only and is only visible in the

list of published sandboxes

Publish a sandbox to copy its metadata to

the mainline metadata


Tips for Success: Sandboxes

Create an "Integration Sandbox" before starting development

This sandbox will be the "master repository" of approved changes

One developer per sandbox

Each developer has their own private sandbox that will never be

published

Everyone works on separate objects

Developers working on the same object in different sandboxes will not

see each other's modifications

Sandboxes should exist for a short period of time

Minimizes the risk of stale data in sandboxes

Never work against the mainline

Always do development work in the Non Production Environment


Integration Sandboxes

Created specifically to contain all approved modifications

This sandbox is the only sandbox that is published

Developer 1

Developer 2

Session 1

Session 2

MDS Database

Both developers migrate their

customizations into the

integration sandbox

Sandbox 2

Sandbox 1

Integration

Sandbox

Only the integration sandbox

is published


Working with Integration Sandboxes

With an integration sandbox:

Each developer uses a dedicated sandbox to make his or her

own customizations

Once those customizations are completed, tested, and

approved, each developer re-keys in his or her customizations

into the integration sandbox

The integration sandbox is the only sandbox published


Sandbox Considerations

Conflict resolution: If one developer publishes a sandbox and a

second developer tries to publish a sandbox that modifies one of

the already-modified objects, that developer receives a warning

that the object has been updated outside of the sandbox

– The developer can choose to ignore the warning and publish

anyway, overwriting the original developer's modifications

Sandboxes only isolate Oracle Application Composer MDS

data

Any records created in the sandbox are written to the database

and are available to all users


Deleting Sandbox

Deleting sandboxes cleans up the Metadata Services

repository and database layers

After you publish your integration sandbox, delete all

test-only sandboxes. Create entirely new sandboxes for

a new project.

You can delete only unpublished sandboxes

When you delete a sandbox, you should first confirm that

the sandbox is not active


Practice 03B: Sandboxes

This practice covers the following topics:

Create a sandbox

Activate and explore a sandbox


What extensibility features are

available?



http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&uact=8&docid=98LDR4dFUPziPM&tbnid=_B8anEohfgLToM:&ved=0CAYQjRw&url=http://www.tachyon.com/&ei=5asrU7nvKMidkAev0oDYCA&bvm=bv.62922401,d.eW0&psig=AFQjCNFTcDOT8KsO0Hznmx0b2h-ylTu9oA&ust=1395457255588979

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&uact=8&docid=98LDR4dFUPziPM&tbnid=_B8anEohfgLToM:&ved=0CAYQjRw&url=http://www.tachyon.com/&ei=5asrU7nvKMidkAev0oDYCA&bvm=bv.62922401,d.eW0&psig=AFQjCNFTcDOT8KsO0Hznmx0b2h-ylTu9oA&ust=1395457255588979


Extensibility Topics Extend Model and Logic

Fields

Objects

Relationships

Groovy logic

Object Workflow

Web Services Invocation from Groovy

Infrastructure

Modularity Consolidation

Extend User Interface

Sub tabs, menus and buttons

Custom field extensibility

Create and Extend Custom Pages

Sub tab customizations

Actions menu and Action button

customization

Dynamic Layouts

Object Drill downs

Analytics

Web/Mobile/Outlook


Extend Model and Logic

•Add custom objects

•Add custom fields

• 10 custom field types

•Add custom relationship

• Parent child (one-to-many)

• Reference relationship (one-to-many)

• Dynamic Choice List (many-to-one)

•Add groovy logic

• Conditional Required, Updateable

• Validation rules

• Triggers

• Actions and links

• More …


Extend Classic UIs

•Create work area

•Add sub-tab

• Related Objects

• Context Link

• Web Content

•Expose custom fields

•Edit UI layout

•Add custom buttons


Extend Simplified UIs

•Add sub-tab to OOTB pages

• Related Objects

• Context Link

• Web Content

•Expose custom fields

•Edit UI layout

•Add custom buttons

•Dynamic Layout (R8)

•Drilldown on custom

dynamic choice list (R8)

•Custom Object Card (R9)


Simplified UI Sub tabs

Key capabilities

Summary Sub tab

– Default OOTB Sub tab on any standard object in OSC

– Can’t be reordered or hidden, but can only be renamed

Add new Sub tabs by editing details page of a standard

object

– Create Sub tab content using related or associated objects

– Drill down into the child object

Example: Quote object as a child object to Opportunity object

– Create Sub tab content using context link


Simplified UI Sub tabs …..Contd

– Create Sub tab content from common components

– If a common component is added OOTB, they are not extensible

– Example: Notes, Appointments, Tasks, Interactions etc..

– Create Sub tab content using web content

Custom object as a top level object is not available in this

release

Sub tabs can’t be deleted once created, but can be hidden

Reorder, hide/show, rename Sub tabs

– Summary tab is an exception, can only be renamed

Embed Analytics


Simplified UI Sub tabs - Embedded Analytics

SUI Analytics Page

8 Sub tabs

1) 3 Sub tabs OOTB

2) 5 Customizable Sub tabs

– Configure tabs on business need using settings

– Add content using page composer

Page composer on SUI

Add content

Change layout configuration

– Provides display options

– Allows Resize

– Allows to show/hide components

– Provides option to set content style

1

2


SUI List Page

3 Sub tabs (Hidden OOTB)

― Use settings to show the hidden sub tabs

― Use Page Composer to add content to sub tabs

OSC Supported Objects

― Opportunities

― Leads

― Accounts

― Contacts

― Households

Simplified UI Sub tabs - Embedded Analytics


Simplified UI Menus and Buttons

Custom action item created under an OSC object can be added

to its associated SUI page layout

Action menu customizations

Add menu items under Actions menu

Organize and group the actions to appear in the Action Menu

Action items (Custom/OOTB) can only be shown or hidden, or

reordered but can’t be deleted

An Action item can be part of action menu and an action button

Action Buttons

Action Menu


Modularity Consolidation

Bi-directional extensibility across

Sales/Marketing/Customer Center

boundaries

Capabilities

Dynamic Choice Lists

Reference Relationships

Subtabs/Tree Nodes

Groovy (newView())

Shared Custom/Standard Objects

Limitations

Custom objects available in their app only

Sales Catalog not available in other apps


Practice: Extensibility Enhancements

Practice 03C covers the following: Extending the Application

Learn how to add new fields to the application

Learn how to use scripting and web services to run some business

functionality

Create and activate a sandbox

Create and test a new custom object

Create Custom fields and links in both Desktop UI and the Simplified

pages


Dynamic Layouts


1. Dynamic Layout: Deliver Tailored UI Experience

Unlimited ways of presenting a single Oracle Sales Cloud

page, based on:

• Field Values of the Record

• User Roles

• Any Groovy Expression


When to Use Dynamic Layouts

Use Case

• Use a custom Product Category field to drive

different opportunity details page layouts:

• Services opportunities have a Solution Reviewer

(layout 2) while Software/Hardware don’t (layout 1)

• Use role-specific layouts to tailor the needs for

different users:

• Only sales manager s will create new a quote from

an opportunity (layout 2)

Layout 1

Layout 2

Solution Reviewer field displayed only for

Service products.

Only Sales Managers

will see this button


Define Page Layouts

Consider what drives different

display LAYOUTS for a given page.

Design layouts using three types of

CRITERIA:• RECORD TYPE

• ROLE

• ADVANCED EXPRESSION (Groovy script)

Application Composer > Standard Objects > Pages > Simplified Pages

Record Type field for object must

be created before using Type

criteria

Record Type field for Object must be

created before using Type criteria

How?


Dynamic Layout - Advanced Expression

• View additional fields of an

Opportunity object (configured

on layouts)• Opportunity is of type ‘HighTech’

and its sales stage is

‘Qualification’


Groovy


Manage Page Layouts

At run time, layout conditions

are evaluated based on the

listed order: • From top to bottom.

• First layout matching all criteria is displayed.

• If no custom layout matches, default layout is used.


Layout order can be re-ordered

The Default Layout is always the last and cannot be removed.

Default layout criteria can not be edited.

Runtime


Additional Examples for Dynamic Layouts

Customers can have different UI layouts for:

• Different Sales Methods, Sales Stages, or other business processes

• Different user roles: Sales VPs, Sales Managers, Inside and Field Sales Reps

• Based on login user’s profile, e.g. AMEA vs North America

• Use all 3 types of criteria combined!


How To Test Role-Based Layout?

For role-based dynamic layouts, is there any way to

access the page without giving a Sales Admin temporary

access via App Composer?

The recommended approach is for CRM Admin to create test

users with both the CRM Admin role (so they can access the

same sandbox) and the role being tested (e.g. Sales Rep, or

Sales Manager).


Object Drill Down


Object Drill down

Drill down into a related object’s

Details Page

Drill down is enabled on the custom

dynamic choice list

Drill down field initially is a regular

choice list

Upon selection of the field, the field

becomes a drill down link, with an

user option to clear the value and

select another value


Object Drill Down

Setting up Object Drill down

1. Select the related object you want to query to

populate the list

2. Select the related object field value you want to

display for the user's selection

3. Add the field to the SUI Layout

Example: Opportunity related objects

Account

Item

Lead…etc

Opty > Lead > Campaign

Cancel to navigate back

Benefits :1. Maintain better user context

2. Better user experience with lower number of clicks


Practice: Extensibility - Layouts

Practice 03D covers working with dynamic Layouts:

Switching layouts dynamically based on

Roles

Record Type

Composite conditions using Groovy

Combination of all the 3 dimensions


Practice: Opportunity Extensions

Practice 03E covers extending the Opportunity object for

Executive Sponsorship:

Add a conditionally updateable checkbox field to a standard object

Add a fixed choice list with a default value

Add a dynamic choice list that is conditionally updateable

Add a formula field


Security on

Custom Objects


Access Control for Custom Objects


Access Control for Custom Objects

Functional Privileges:

•Create

•View

•Update

•Delete

Data Security:

•View All

•Update All


When I need more complicated

logic, what scripting support is

available?


Topics

Groovy Builder

Types of Scripts

Runtime Messages


Initial SetupLearn

about Data Shapes



Tweak the Core SFA

Areas

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Scripts

Used to add business logic to an application:

Calculate or validate values for fields

Make a field conditionally required or updateable

– For example, configure a Status field such that only a manager can set

Status = Closed

Update field values based on events

Execute programmatic logic in response to a trigger

And so forth

Written in Groovy for Oracle Sales Cloud applications

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Groovy Builder

Built-in Oracle Sales Cloud tool for writing Groovy scripts

Common Groovy

functions

Available objects

and fields

Keywords such as

"oldValue" and

"newValue" for fields

Invoke a web service

Editing pane with line numbers,

color-coding, and auto-indenting

Code validation tool tests for

undefined variables, incorrect

syntax, and more

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Field: Conditional Properties

Scripts that affect a single field are typically created on the

Edit page for that field:

The script to calculate the value of a formula field

A script to make a field conditionally required or updateable

A script to calculate a default value for a field

Create scripts that

determine when the field

is required or updateable

Create scripts that

calculate the default

value of a field

Use Oracle

Application

Composer to edit a

field

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Server Scripts

Scripts that affect objects are typically created under the

"Server Scripts" page for an object:

Object-level validation rules, triggers, or functions

Field-level validation rules

Navigate to the Server Scripts page of an

object to create or edit object-level scripts

Scripts include validation rules, scripts

that run as a result of a triggering event,

or reusable functions for the object

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Global Functions

Functions that are available to other scripts in the application

Can manipulate all available objects and fields in the application

Are created and managed using the Global Functions link in

Oracle Application Composer

Click Global Functions to

create or edit global functions

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Actions and Links

Allow you to invoke a function or navigate to a URL from

within an object's page

Actions have their behavior determined by the Source field

– Script: Run a script when the action is selected

– URL: Navigate to a URL when the action is selected

Links provide links to URLs on object pages

– Actions open the URL in the current window; links open the

URL in a separate window or tab

Select Action or

Link

Select Script or

URL

Select or write the script to take

action and/or return a URL

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Web Services Invocation From Groovy

Loosely typed

Synchronous

Consume client certificates

Create secure/unsecure

connections None

User/Pass SSL

User/Pass Message

Protection

Within Oracle Domain

– SAML Token SSL

Groovy editor

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Additional Scripting Notes

Formula fields are not recalculated automatically; you must

set one or more "Depends On" fields for them.

The formula is recalculated every time a "Depends On" field

is updated.

The "Required" and "Updateable" scripts also have a

"Depends On" setting.

Allows recalculating whether a field is required or updateable

when the value of another field changes.

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Exceptions

Use ADF exceptions to:

Prevent a script from completing

– To generate an exception and immediately stop processing in a

script, use adf.error.raise(null)

– Prevents the script from completing its task

– Displays the error message to the user

Display error or warning messages to end users

– Use adf.error.warn(null) to present a warning dialog to the user

without stopping processing

– This is particularly useful in validation scripts where you do not

want to prevent the record from being saved

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Runtime Messages

Informative messages added to scripts that can be

reviewed by developers to monitor script behavior

Enabled on an application-by-application basis

Reviewed in Oracle Application Composer

Generated using println() function callsEach application

has its own set of

runtime messages

Select 'Enable Application Script

Logging' to enable run time

messages for the application

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Practice 03D and 03F

Practice 03D covers:

Calling a web service via a groovy scrip

Creating a custom object

Practice 03F covers:

Extending Opportunities to allow for executive sponsorship

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Oracle Sales Cloud

Mobility and Outlook

Release 8

Muhammad Rehman – Senior Director

Oracle Sales Cloud Product Management

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Agenda

Oracle Sales Cloud Mobile – Key Capabilities

Oracle Sales Cloud for Outlook – Key Capabilities

Roadmap

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Oracle Sales Cloud Mobile

Role Objective How to achieve Objective

Sales Rep • Enable more selling with mobile

tools that provide updates

without extra effort

• Provide relevant information to increase

productivity, not just a tool for managers

Sales Exec • Improve forecast visibility

• Increased collaboration between

managers and reps

• Track updates to opportunities in real-time

anytime anywhere

Sales Ops • Customize the mobile

experience with easy to use

tools

• Ensure tools are easy to use

More reps using results in better data for all

Role-based Perspective of Mobile Benefits

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Real-time access to data

- Contact & Calendar accessible offline

Read/Write access to key objects

- Contacts, Calendar, Tasks

- Customers, Leads, Opportunity, Notes, Interactions

- Alerts, Top level Custom objects

Forecast and Forecast Items: View/Edit/Submit/Adjust

Search & AroundMe

Key Capabilities

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Disconnected Mode

Integration with Oracle Social Network

Interactive Analytics

Object Enhancements: Create Customers, Enhanced

Activities, Custom Child Objects

Support for Saved Searches

Automatic Geocoding

Oracle Voice

Key Capabilities

Mobile and Social

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Broad Support for Devices & Platforms

Apple iOS 5.0, 6.0, 7.0

iPhone 3GS, 4, 4S, 5C, 5S & iPad

Android 4.0.2 and up

Smartphone and tablet (7” and 10”) devices

5.0, 6.0, and 7.0

Models: Bold, Storm, Curve, Torch

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Disconnected ModeAccess critical data anywhere, anytime

Offers Read access to data in

disconnected mode

Saves specific customer information

locally

Automatically stores recently viewed

information

Allows seamless transition between

online and offline accessibility

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Oracle Social Network IntegrationCollaborate with sales team members

Display conversations on Oracle

Sales Cloud Mobile objects (e.g.

Lead, Opportunity, Account, Contact,

Household and custom objects)

Show conversations in context

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Drill down to more detailed

information

View embedded charts

Show categories in a table

format

Enhanced analytics from your mobile device

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Associate new custom child objects to parent objects

New customization options:

– Add custom child objects

– Define List and Detail views for

custom child objects

Search on Custom Child Objects

Deploy to all supported mobile

platforms and devices

Custom Child Objects

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Create CustomersAdd new customers from anywhere, anytime

Create Customers

(e.g. Account, Contact or

Household)

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Create follow-ups and sales tasks

Enhanced Activity Management

Appointments:

– Create Interactions

– Create Tasks

– Remove Invitees

Tasks:

– Create Interactions

– Create Appointments

– Remove Assignees

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Saved SearchesFind critical information faster

Search precisely by using multiple

fields and selected record sets

Use “equal”, “begins with”,

“contains”, “ends with” to search

Saved Searches from desktop

browser are displayed on Oracle

Sales Cloud Mobile

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Find Customers, Contacts, Leads and Opportunities near your location

AroundMe is now automatically

enabled

No customization is required

Location information is

automatically geocoded

Automatic Geocoding

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Oracle VoiceCapture data faster

Execute transactions quickly using

voice interaction with text and touch

capabilities

Capture data faster and more

effectively with a conversational

approach

Augment existing mobile solutions

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Demo

A Day in the life of Field Sales Rep

http://www.youtube.com/watch?v=pj7vCfuidkg

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Oracle Sales Cloud MobileKey Takeaways

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Key Takeaways

Disconnected Mode

Integration with Oracle Social Network


Object Enhancements: Create Customers, Enhanced

Activities, Custom Child Objects

Support for Saved Searches

Automatic Geocoding

Oracle VoiceMobile and Social

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Oracle Sales CloudOracle Sales Cloud for Outlook

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Oracle Sales Cloud for Outlook

Customer, Opportunity, and Lead data available

in Outlook

Calendar, Contact, and Task data consolidated

in Outlook

Sales reps can easily save customer e-mails to

SFA

Sales reps can access sales data while

disconnected from network

Key Capabilities

Oracle Sales

Cloud for Outlook

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Oracle Sales Cloud for Outlook

Complete a majority of Outlook customizations

directly in App Composer

Quickly access critical records using ‘Favorites’

Associate data in Outlook directly to records in Oracle

Sales Cloud

Faster synchronization and better diagnostic tools

improve the user experience

Key Capabilities

Oracle Sales

Cloud for Outlook

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Oracle Sales Cloud for OutlookSearch, Create and Manage Sales Data in Outlook

Opportunity

Customer

Lead

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Outlook ConfigurationEasy Customization using Application Composer

One configuration tool for all

Oracle Sales Cloud channels:

Web, Mobile and Outlook

Customize Layouts, Data

Synchronization, Event

Validations and Installation

Settings

Improve the customer experience

during patching/upgrade

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FavoritesFind what you need faster

Allows users to mark Customers

and Contacts as favorites

Includes a ‘Favorites’ filter to

make critical information easier to

find.

Quickly find the Customers and

Contacts that are most needed

Improve sync performance in

Outlook by syncing only favorites

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Increase sync time performance

Increase the performance of sync times by

associating data in Outlook to specific

records in Oracle Sales Cloud, including:

– Contacts

– Customers

– Leads

– Opportunities

– Products

– Product Groups

– Resources

Online Lookup

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Improved SynchronizationFaster sync means quick access to data and improved productivity

Perform synchronizations faster

Download attachments only when

needed

Send Diagnostic files to a central

location to better manage user

experience

Enable users to forward error logs

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Oracle Sales Cloud VideoReps Sell More with Integrated

Email

http://www.youtube.com/watch?v=TKe9Z2R1fbs

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Oracle Sales Cloud for OutlookKey Takeaways

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Key Takeaways

Configuration in Application Composer - Complete the majority

of customization tasks using Application Composer

Favorites - Quickly access critical records using ‘My Favorites’

Online Lookup - Associate data in Outlook directly to records in

Oracle Sales Cloud

Improved Synchronization - Improve the user experience with

faster synchronization and better diagnostic tools

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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

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Oracle Sales Cloud

Roadmap

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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

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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

Extensibility / Customization

• Mobile extensibility with dynamic layouts for Analytics & Springboard, actions and links, field grouping with reordering, and custom icons for standard or custom objects

• Remove modularity dropdown in App Composer

• Enhancements to custom subject area (CSA)

• Territory assignment using custom attributes

• Improve App Composer performance and usability

PaaS + SaaS

• Expanded footprint of RESTful Web Services

• String Editor enhancements (mobile, desktop, and BI support)

Mobile

• Support for quotes (CPQ Cloud integration)

• Core SFA features including Global Search with type-ahead, calendar enhancements, RTF format support for notes, additional child objects including Service Requests, Install base, Product recommendation, Relationships

Analytics

• Enhanced OOTB reports for OSN and PRM

• Share analytics reports across Oracle Social Network

• New OOTB reports for historical trending, activities, forecasting, accounts/contacts, etc

Outlook & Lotus Notes Integration

• Create/Edit CRM objects within Lotus Notes

• Support Field & Expression Dynamic Layout

Incentive Compensation

• Simplified UI for participant and participant manager roles

• Estimated Compensation Web Service

• BI Rule Hierarchy and Currency Dimension

Release 10

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Additional Resources

Video

Oracle Sales Cloud Mobile (Sales Rep using Smartphone):

• http://www.youtube.com/watch?v=pj7vCfuidkg

Oracle Sales Cloud Mobile (Sales Manager using Tablet):

• http://www.youtube.com/watch?v=16dgyX6EAPw

Oracle Sales Cloud for Outlook (Sales Rep using Desktop/browser)

- http://www.youtube.com/watch?v=TKe9Z2R1fbs

Contact us on OSN

Oracle Sales Cloud Mobile conversation: [Oracle Internal]

• https://osn-fusioncrm.oracle.com/

http://www.youtube.com/watch?v=pj7vCfuidkg

http://www.youtube.com/watch?v=16dgyX6EAPw

http://www.youtube.com/watch?v=TKe9Z2R1fbs

https://osn-fusioncrm.oracle.com/

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Practice: Mobile Devices

Practice 03F covers Basic Tasks on Mobile Devices

Search opportunity

Review opportunity layout

Edit opportunity sales stage

Create and update an event

View conversation

Review contacts

Review analytics

Review forecasts

Review AroundMe

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Practice: Configuring the Mobile Application Practice 03F-2 also covers Configuring the Mobile Application

Prerequisites:

— Create sandbox

— Create custom field on opportunity

— Create custom object

— Create custom child object

Activate sandbox

Add custom field to opportunity detail page

Add custom object to home page

Add custom child object to account page

Add a report to the analytics page

Remove Alerts from home page

Explore password save options

Verify changes in sandbox

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How do you migrate setup and

customization data from one

environment to an other?

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Migration Feedback

Partners and customers told us…

They said too much of overlap between CSM and Extension

manager, can these tools be consolidated?

We listened…

In R8, CSM encompasses all the customization migration, no more

extension manager.

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Migration Feedback

Partners and customers told us...

They said it is difficult to migrate reports, analytics, dashboards

without migration tool.

We listened…

With R8, CSM takes of migration of reports, analytics and custom

subject areas.

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The Migration Tools

Before you begin migrating with Customization Set Migration

Tips for Success

Topics


Initial SetupLearn

about Data Shapes



Tweak the Core SFA

Areas

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Setup Metadata

Master Data

Historic

Transactions

Transactions

Test/Stage

Setup Metadata

Master Data

Historic

Transactions

Production

Customization

Metadata

Customization

Metadata

Transactions

Setup Metadata

Customization

Metadata

Go-liveImplementation Project

FSM-CFG-PKG

CSM

FSM-CFG-PKG – Functional Setup Manager Configuration Package Export/ImportCSM – Customization Set Manager Export/Import

Legend

CSM

FSM-CFG-PKG

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General Implementation Process

Setup Tasks for

Specific

Modules

Initial Setup

Tasks

Import DataCreate

Territories

Extend and

Customize

Validate Setup

and

Customizations

Deploy Mobile

& Desktop

Clients

Export and import setup data and

customizations across Oracle Sales Cloud

environments on the same release.

Migrate Setup

Data

Migrate

Customizations

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Functional Setup Manager (FSM) used to migrate setup data

Application that helps you organize, manage, and perform

Oracle Sales Cloud application setup tasks

Customization Set Migration (CSM) used to migrate:

All Sales Cloud customizations

Customizations for other Fusion Applications (not just Sales

and Marketing)

The Tools

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Functional Setup Manager Setup Data Migration

Migration Services

Product GroupLookups/Profile

OptionsPromotion

Sales Stage Sales Method Sales Status

Sales Lead

Assignment Rule

Opportunity

Assignment RuleContract Type

Geography Data

Resource Roles

& Hierarchy

FSM supported Need manual re-configuration

Territories

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Customization MigrationMigrate most customizations and extensions made using:


Page Composer

Functional Setup Manager (certain tasks):

Manage Menu Customizations

Manage Standard Lookups

Manage Common Lookups

Security

Security privileges associated only to custom objects are migrated

Any changes to APM like duty roles, hierarchy changes, privileges

and security policies are NOT migrated.

Note: The “Oracle Fusion Applications Extensibility Guide” has information

about items you can migrate if you have an on-premise implementation.

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Customization Migration

But you must manually recreate:

Web service credential information

Customizations for Incentive Compensation

Security changes in APM made outside of App Composer

Import / export artifacts – These are generated with a click of a button

In Release 8, customizations on following objects are also migrated

by CSM:

Email templates

Custom subject areas

Reports (BI Custom Reports), analytics, and dashboards

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How Does Customization Migration Work?

You need an Application Administrator role to use Customization

Migration

Use the Customization Migration page to export and import

customizations

Customizations created in a source environment are exported in the

form of a Customization Set

A Customization Set is then applied to a target environment

In the application, customization set includes all customizations

identified for the following types

Application artifacts

CRM e-mail templates

CRM common components

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How Does Customization Migration Work? Use the Outgoing tab to:

Create customization sets

Download customization sets to a compressed folder

Use the Incoming tab to:

Import the extracted customization set to the target environment

Apply and restore customization sets

― Only the last imported customization set can be restored

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Navigator > Customization Migration

CSM is accessed as a

sub-menu item ‘Migration’

under the Customization

menu in the Navigator

Use Outgoing Tab to

Create Customization Set

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Monitor Progress of the Export Request User can click ‘Log’ to monitor export

progress of the customization set Individual status for each of the following 3

sections are reported

– Application Artifacts

– CRM e-mail templates

– CRM common components

Possible statuses on each of the sections are

– In Progress

– Error

– Succeeded

Overall status of the export process is a

consolidated status from all of the 3 sections

Overall status is ‘Succeeded’ only when all

of the 3 sections report Success Ready for Download

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Download the Migration Set; Then Compact

On Download

Customization Migration set with a

.jar file extension

On Delete

Download button is disabled

Customization set is compacted

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Use Incoming Tab to Upload Customization Set

Incoming tab - Enables customers to upload, apply and restore

customization sets Upload

Upload Customization Set is enabled only when an upload isn't in process

and all preexisting customization sets are compacted

Apply When the user clicks Apply, Restore is disabled and remains disabled until

the apply completes

Restore Restore previous customization set

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Apply the Customization Set or Compact to Remove

On errors during the

import, all changes

are automatically

rolled back, reverting

target to the state

prior to import

If you discover

something wrong

after import, you can

restore the previous

customization set

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Restore the Last Applied Customization Set

When the user restores, that

customization set becomes

the last applied, and the last

applied moves down with the

Restore button

Like the Create, the Restore

is a long-running operation

and may be in an in-process

state for a while.

Restore also has an Abort

button while in process

User personalization performed after a customization set is applied are lost if

you restore that customization set.

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Before you begin migrating with Customization

Migration

Make sure:

Users are logged off during import

No one is publishing customizations in the source

environment during the export process

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Tips for Success Both environments MUST be on same release, not necessarily on

the same patch

CSM will only work across same releases

In Release 8, you can migrate across patches of a same release.

– Patches should involve no data model changes, or import may fail

– Recommend that target and source are same release prior to using CSM

Make all customizations and extensions in test environment

Use Customization Migration to move changes to production

Make all new customizations and extensions in a sandbox

An exported customization set does not include customizations that are

in sandboxes

This prevents you from including in-progress customizations in a

customization set

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Tips for Success

Do not manually perform the setup tasks in Functional

Setup Manger that will be migrated in the customization

set

Do not duplicate the migration of objects that can be

migrated using both CSM and FSM

If you are using CSM, then you should not use FSM for

lookup and menu movements

Perform your Customization Set import at a time when

there are no users logged into the system

The import process may disrupt some user activities

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Tips for Success

Commit or delete any sandboxes before you use it to

import new customizations

Do not modify the exported customization files

Always import supported customizations to the target

environment (do not manually create them)

Manually create any unsupported customizations in the

target environment

Use the most recent exported files to import

customizations to the target environment

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Practice: Migrating Setup Data

Practice 03H covers the following topics:

Export Functional Setup Manager data in a configuration package

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Oracle Sales Cloud

Integrations

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ERP Customers Steps to the Cloud

Sales CloudMarketing CloudIntegrated Marketing

Campaigns & Leads

Service CloudContact

Center/Knowledge base

Configure, Price,

QuoteConfigure to Quote

CPQ

ERPOpportunity to

Quote and Order

Fulfillment

or

1

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2

3

or

https://www.google.com/imgres?imgurl&imgrefurl=http://crm-advice.com/oracle-siebel-crm-review/&h=0&w=0&tbnid=hxIA5u5TEyB7hM&zoom=1&tbnh=85&tbnw=172&docid=Muy92Nrt7e65NM&tbm=isch&ei=QOIxU42JFKPL2wXa8oGYDA&ved=0CAsQsCUoAw

https://www.google.com/imgres?imgurl&imgrefurl=http://crm-advice.com/oracle-siebel-crm-review/&h=0&w=0&tbnid=hxIA5u5TEyB7hM&zoom=1&tbnh=85&tbnw=172&docid=Muy92Nrt7e65NM&tbm=isch&ei=QOIxU42JFKPL2wXa8oGYDA&ved=0CAsQsCUoAw

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Siebel SFA to Oracle Sales Cloud SFAOpportunity to Quote/Order Management

Integration Points

Expand account/contact to bi-directional synchronization with punch-out from OSC customer center and

opportunities into Siebel quote/order

Create an Quote/Orders from Opportunities

Sales Cloud

1

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Oracle Sales Cloud to Marketing CloudMarketing Leads to Opportunity with Closed Loop Reporting

Integration Points

Bi-directional synchronization of customers, prospects, contacts, leads, opportunities, campaigns, and

responses between Marketing and Sales Cloud. Includes embedded digital profile in Oracle Sales Cloud and

achieves full ROI reporting. Leverages shared Sales Cloud to Siebel accounts/contact and opportunities.

2

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Oracle Sales Cloud to CPQ CloudOpportunity to Quote

Integration Points

Bi-directional synchronization of customers, contacts, opportunities, quotes, and orders between CPQ and

OSC. Integrates opportunity to configure, price, and quote into OSC. Quote and order information from CPQ

cloud is embedded in Oracle Sales Cloud. Leverages shared account/contact uni-directional synchronization

(from OSC to Siebel) and opportunities/lead synchronization (bi-directional.)

Contact

Quote

Opportunities

Accounts

CPQ3

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Oracle Sales Cloud to Siebel ServiceOpportunity to Service Requests

Integration Points

View service request in Sales Cloud and create service request in Siebel Contact Center through punch-

out.

4

View Service Requests

Update Service Requests

Create Service Request

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Sales Cloud to E-Business Suite 12.1.3Opportunity to Quote

Data Sync

Sales Cloud

E-Business Suite ERP

EBS Quotes, Configuration, Pricing

• Create Quotes

• Update Quotes

Accounts

Contacts

Accounts

Contacts

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Bi-Directional

Data Sync

Sales Cloud

JDEdwards ERP

AccountsAccounts

JDE Quotes, Configuration, Pricing

• Create Quotes/Orders

• Update Quotes/Orders

Sales Cloud to JDEdwards 9.1Cloud SFA with ERP – Opportunity to Quote

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Items of Note

My Oracle Support Articles

There is nothing stopping SIs from integrating today as all the

technology exists.

The published articles are helpers with mappings and sample

code that use the same technology (web services, UI

mashups) that are available now.

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03 extensibility.pdf

Documents

oracle andor

authorized customers

oracle representative

content subject

customers requirements

sole discretion of oracle

change4 copyright

extensibility features