Introduction to Oracle Sales Cloud (D96396) – Outline
Detailed Course Outline
Course Introduction and Agenda
- Course Agenda
- Oracle Cloud Leadership
- Oracle Sales Cloud Industry Solutions
- Resources
Getting Started with Oracle Cloud
- Subscription process overview
- Activating a service
- Managing and monitoring services
Initial Setup Tasks
- Verify Provisioned Settings
- Set up Accounting Calendars
- Set up Currencies
- Set up Geographies
User and Product Setup
- Role-based Access Control
- Role Types
- Creating Users
- Creating Products, Groups and Items
Sales Management
- Account Management
- Contact Management
- Lead Management
- Opportunity Management
Sales Performance Management
- Territory Management
- Sales Quota and Forecast Management
- Incentive Compensation Management
Sales Tools
- Mobile Sales Management
- Oracle Sales Cloud on Microsoft Outlook
- Sales Lightbox
- Oracle Social Network
Analytics and Reporting: An Overview
Oracle Engagement Cloud
- Service Queues
- Knowledge for Service Requests
- Service-related Product Catalogs
- Analytics for Engagement Cloud
- Service Requests for Partner Relationship Management
