ps tech sfa mobile 2524876

7/26/2019 Ps Tech Sfa Mobile 2524876

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Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

Safe Harbor StatementThe following is intended to outline our general product direction. It is inteinformation purposes only, and may not be incorporated into any contract.commitment to deliver any material, code, or functionality, and should notin making purchasing decisions. The development, release, and timing of afunctionality described for Oracles products remains at the sole discretion


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Oracle Sales CloudImplementation Partner Workshop

Core SFA

November, 2014


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Activities


5/130Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

Whats New -- R9 Enhancements

Unified Activity Model

Unified services for all UIs and devices

Improved simplified and desktop pages

Single model for analytics support

Single model for extensibility support

Single model for data security

End-to-end Activity management fromplan to analysis

Plan Activity /

Prepare ActivityExecute

ActivityDocument

ResultsPlan Follow Up

Activities


6/130Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

Oracle Sales Cloud Activities

Foundation

SocialCustomer Data

ManagementSmartphone & Tablet Analytics

Co

Opportunity Management

Leads Accounts & Contacts Opportunities & Pipeline Sales Forecasting C

Sales Productivity & Effectiveness

QualificationGuided Selling &

CoachingActivity Management Sales Prediction Sa

Sales Performance Management

Territory Management Quota Management Incentive Compensation Performance Tracking

Activities are at the heart of all sales cloud tasks

Activities are related to all core sales cloud objects


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New Unified Activity Model

Single model for managing all activities and customer interact

Any customer-facing activities related to an account or contact

Appointments for scheduling in calendar Tasks for planning and assigning work

Previous interactions preserved as closed tasks

Behaves like all core CRM objects

Supports security requirements

Extensible and customizable

Full BI support

Easier to use

Appointments

Tasks

Interactions

Ac

T

Appo


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Default view shows allappointments and tasks

Choose calendar views (day,week, month) or list view

Search for another resourcescalendar

Color coded by type ofactivity

View separate tabs for justappointments or just tasks ina list format

Create any type of activityquickly

Activities Pages Appointments

My Tasks

Activities


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Team Calendar

Create, save and quickly viewteam calendars

View all appointments for multipleresources in a single calendar

Build team calendars for directreports or any combination ofresources

Choose Daily or Weekly schedule Supports all security and privacy

settings for each user


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Select preferred task view

All tasks Open tasks

High priority tasks

Overdue tasks

Create a task quickly

My Tasks List View


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Associate account, contact, opportunity, lead

Upload attachments

Edit, update, mark complete, track status Create follow-up tasks and appointments

Subtabs for contacts, resources, notes

Task Summary Page


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Activities Search

Conduct quick search for

Activities using Find box Tap into Find box to pull up

most recently viewed items

Type-ahead functionalityprovides quick match to items

viewed in last 60 days Keyword search provides exact

and fuzzy matching on searchterms


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Activities List Management

OOTB Activities Lists for endusers (reps, managers, CAMs,and partners)

Sales admin can create lists andpush lists to the end users

End users can create new lists tomeet personal requirements

Start with an existing list and edit

Select view of records based ondata visibility

Select filters

Save the new personal list


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From Calendar, Tasks or All Activities pages

From the Activities tab on any contact, lead, account or opportu

Create Activity


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Reduce the time sales reps spend onreporting

Log results of calls and meetings inonly a few clicks Integrated mobile app and simplified

pages keep activities and updatesaccessible

Increase sales managers visibility today-to-day activities, progress and

results Function type Call Report Integrated

part of Activity Management Full extensibility, reporting and

security support

Call Reports


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Track which appointments haveCall Reports

See multiple Call Reports for eachappointment

View all appointment detailsincluding related objects such ascontacts and opportunities

Share Call Reports from mobileapp

With client (external version) viaemail

With team (internal version) emailor OSN

View and Share Call Reports


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Activities Reporting

Sales Rep Sales Manager

Reports for Sales Reps: Top Accounts by My Activities

My Open Tasks

Reports for Sales Manage My Teams Activities (By T

Top Accounts by My Team My Teams Tasks on Open


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Activities Reporting: Subject Areas

Use the following subject areas for activities to create your own cus

CRM Activity Objective Subject Area

CRM Sales Activity Subject Area

CRM Activity Contact Subject Area

CRM Activity Resource Subject Area

For example, by using the CRM Activity Objective Subject Area, youreport on "number of appointments with a specific objective".


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Activity ObjectFully Extensible

Add custom fields to Activity object

Standard extensible UI in both simplified

and desktop pages

Dynamic layout allows independent Taskvs. Appointment UI customization

Custom objects can leverage activitieswith a 1-to-M relationship

Extend Activity with child objects Link an Activity with its follow-ups

Custom Activity subject area

Customizable security rules


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ActivitiesKey Changes

One ObjectTwo Sub-Types Striped by Function code = Task or Appointment

Interactions are not a sub-type; Interactions are customer facing Tasks and A

Old Interactions upgraded to be closed Tasks

Activity Type Not to be confused with the two sub-types

Replaces Task and Appointment Category and Interaction Type

Indicates what the activity was or will be such as Meeting, Call, Email, e

Support for multiple related objects One activity can be linked to an Opportunity, Lead, etc.

However, only one of each type of related object is supported


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ActivitiesKey Changes

Task Status Claiming, Releasing, Resuming Suspending and Withdrawing service metho

Task ownership (i.e. claiming) can be changed through a direct updateActiv

the task owner

The concept of releasing or suspending a task is not carried forward

Tasks can have a status of Cancelled, Completed, In Progress, On Hold, Not

Status values are user extensible

Tasks are not withdrawn, they are hard deleted using a deleteActivity servic

Security Model Functional and Data security is provided on the new model

A basic security configuration is delivered

Customers can customize the security based on their needs

Restricting Visibility

Restrict Activity Visibility (Configuration) (Doc ID 1938000.1)


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Accounts and Contacts


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New in R9 for Accounts, Contacts and Household Customizable overview pages

Assessments to analyze and predict accountbuying behavior and potential

Quick Actions: Log a call, add a note, createa task, or appointment from any account orcontact page

Multiple addresses, multiple phonenumbers and multiple email addresses

Do Not Call management

Search and view industry hierarchy

Billing Accounts

Merge Account Requests

Reference Systems: view and managemapping to source systems

Household relationship and rollup diagram

Quick create account (addreconfigurable account Type

Default contact owner and o

contact team members List management and export

customizable search

Consolidated Activities for Aand Households

New SOAP webservices for Aand Households

If integrated with Oracle Marketing Cloud: View D

activity, campaign activity) on co

Oracle CPQ Cloud: Create quote

opportunity

Oracle Data Cloud: Enrich accou

account and contact list and det


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Accounts

An account is a company you sell to or want to sell to.

Account Types:

Customer

A company you are selling to or have sold to

Can have associated Leads, Opportunities, Assets

Can be assigned to territories and has an owner

Address can be optional

Prospect A company you potentially want to sell to

Can have Leads and Opportunities

Option to enable territory assignment for Prospect


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Accounts Search

Tap into Find box to pull upmost recently viewed items

Type-ahead functionalityprovides quick match to itemsviewed in last 30 days. Numberof days is configurable via thesetup task Manage Auto

Suggest Results provide exact and fuzzy

matching on search terms

TIP: Ensure that search indexes jobs are scheduled and running


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Account Details: Overview Tab Updates

Account 360 view at a glance

Leads and Opportunities, forprospect too

Quotes (from CPQ Cloud)

Assets and Recommendations

Activities

Add or remove fields, photos,and summaries of related

transactions Sales administrators can

customize the Overview pageand other subtabs usingApplication Composer


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Customizable Overview Pages

The overview page is now the first

tab on the Edit page, saving a click Add or remove fields, photos, and

summaries of related transactionson account, contact and householdoverview pages

Sales administrators can customize

the Overview page and othersubtabs using Application Composer


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Do Not Call Management

Indicate which phone numbers oremail addresses should not be used

Indicators can be updated usinggovernment compliance lists,company internal lists, or file-baseddata import

Sales reps can also set the Do Not Callindicator from their tablets duringclient visits

Add the necessary fields to page

layouts using Application Composer

h d d h


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Search and View Industry Hierarchy

If you use hierarchical industriessuch as NAICS or NACE, you can:

View, search and select from standardindustry hierarchies when creatingaccount

View selected industry hierarchy onaccount details page

Add the View Levels link to pagelayouts using Application Composer

A A


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Account Assessments

Guided account planning process

Analyze strengths, weaknesses,

opportunities, threats Respond to a series of questions to

assess your accounts

Consistent assessment criteria forsimilar accounts

Assessments subtab hidden bydefault; use Application Composerto show the subtab as needed

M R


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Merge Requests

Sales reps can select and merge multiple accounts or contacts baspredefined merge survivorship

Select Merge Selected Accounts from the Actions dropdown on thaccounts page

R f S t


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Reference Systems

View and manage account, contact, and household mappings to othe

Reference Systems subtab offers complete view of account, contact o

integrations with multiple systems Shows the original system reference (OSR) used in file-based data imp

Reference Systems subtab is hidden by default; use Application Compthe Account Details page layout to show the Reference Systems subta


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Account Enrichment


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Account Enrichment

Enrich accounts and contacts in real time with Dun and Bradstfrom Oracle Data Cloud

100+ million records of US companies and contacts. Global comcontacts coming

Add new accounts or new business contacts from Data Cloud

Update existing accounts with additional data such D-U-N-S Nuindustry classifications, number of employees or annual reven


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Contact Details: Overview Page


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Contact Details: Overview Page Contact 360 view at a glance.

Single view of business contactor contact you directly sell to

First tab in Contact details Affinity, Job Title and Buying

Role are available at Contactlevel

Opportunities

Leads

Relationships

Activities

Digital Activities (fromMarketing Cloud)

Contact Enrichment


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Contact Enrichment

Enrich contacts in real-time with Dun and Bradstreet data fromSocial Data and Insight Cloud service

Add new business contacts for a given account from Data C

50+ social handles including LinkedIn, Twitter, Pinterest, Slidetc.


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Household Details: Overview Tab


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Household Details: Overview Tab

Household 360 view at aglance

First tab in household details Household contacts

Opportunities

Leads

Assets

Activities

Household Rollups and Relationships


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Household Rollups and Relationships

Overview shows aggregatedleads, opportunities, assets andactivities for each family

Relationship diagram shows rolesand connections to the family


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Leads

Locate Leads


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Locate Leads

Conduct quick search for Lead usingFind box

Tap into Find box to pull up mostrecently viewed/created/updateditems

Type-ahead functionality providesquick match to items

viewed/created/updated in last 60days

Keyword search provides exact andfuzzy matching on search terms

List Management


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List Management

Prebuilt leads lists available

Users can create personalized lists:

Start with an existing list and edit

Select view of records based ondata visibility

Select filters

Save the new personal list

Export/download a list as a CSVfile

List Management (Continued)


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List Management (Continued)

Admins can create, hide or rename a saved list at the site levelevel from Page Composer

Page Composer (Right click the user name and select Customize UInterface) > Personalize

Create Prospect Leads


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Type in

Contact and

Account for

your prospect

Create Prospect Leads

Create leads without associating an existing account or cont

Only Lead Name is required

Type in Account and Primary Contact fields A new prospect account and/or contact will be created upon

Type in just

Contact and

Account for

your prospectlead


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Activities for Leads


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Unified view of all activities related to the lead

Appointments, Calls, Tasks

Create new activities Drill down and edit activities Create new

activities

Drill down to

view the

details

Lead Assignment


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g

Automated assignment through Assignment Manager

Territory-based

Rule-based Combination of Territory and Rule-based

Assignment Manager runs on prospect leads as well

Manual assignment by user

When are Leads assigned?

Automatically with Assignment Manager scheduled jobs

Manually triggering the assignment process

Run Assignment action from the menu

Batch import with subsequent assignment job

Sales Team


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Displays both Sales Team and Territories associated to the lea

Displays resources assigned

Disp

Lead Qualification Template


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Q p

Evaluate and qualify leads based on the questionnaire and score

The qualification score

gets re-calculated with

each response.

Configure multiple qualification templates

Sales reps can choose a different template

Leads can be assessed in several ways: Default qualification template

Custom qualifications

By product line

Division Industry


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Retire a Lead


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Retired leads:

Are considered "dead leads" and cannot be reactivated

Can be viewed and deleted only by Marketing Operations ManaSales Administrators

Select a


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Opportunities


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Configurable Close Period


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Configure the close period for Opportunity lists to match your copportunity life cycle

Past 45 days

Next 3 Quarters

Next 3 Years

Supports both Fiscal and Gregorian Calendars

Opportunity Components


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Primary and other contacts

Association to a prospect or customer account (or contact or ho

Products with price and quantity

Owner and sales team

Win probability

Sales Coach

Assessments

Activities, Notes and Socialconversations

Quotes and Orders (ifintegrated with CPQ)


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Lead Association


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Shows originating leads for opportunities

Allows drilldown to the lead details

Add Leads button allows lead association outside of conver Search and add existing leads to opportunity

Drill down to

the lead

details

Create Quote from Opportunity


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If youre using Oracle CPQ Cloud as your quoting tool:

Quote management is available from opportunities (and accounts)

Access CPQ Clouds configurator, price and quote proposal functions d Customer data for the quote is automatically filled in to minimize data

View all the quote history for an account

To ensure forecast accuracy, synchronize quote changes back to the o

Copy Opportunity


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Copy information from an existing opportunity

Accounts, Contact, Products, etc

Products in Opportunities


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Opportunities can have associated products:

Products are used to calculate total opportunity revenue

Specify one product (item or group) available from the sales caeach line item

Each product creates a separate line item, which drives territoassignment and forecasts

Price Book


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A list of products and their associated prices

Create Price Books from the simplified pages:

Define prices for each product in multiple UOMs

Define different price books for different currencies

Price BookAssociate Price Book with Opportunity


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pp y

Associate price book with opportunity using ApplicationComposer:

1. Create a Dynamic Choice List (DCL) of price books on theEdit Opportunity page

2. Expose the DCL in the Edit Opportunity page

3. Set the default list price when products are added to theopportunity (using Groovy scripts)

4. Expose Price Discount field in the Products table ifnecessary

Once enabled, sales reps can :

Select a price book from the Price List drop-down menu

View or override the price from the chosen price list

Enter a price discount

Price BookPossible Configurations


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Configure to set the default price list by using Groovy based

Opportunity currency

Customer geography

Sales Account selected in the Opportunity, etc

Configure and enable Reprice action:

Reprice all the lines when you:

Select a different price list after products are

added/selected Need to get the latest price in case the price on

price book changes


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Reports: User Preferred Currency


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View opportunity reports in your preferred currency

Sales users can choose default corporate currency or their local cur

Select currency preference on the My Account page in Oracle Busin

Two options for currency management: simple and advanced

Simple option uses the current exchange rate and provides better p

Advanced option uses a more precise exchange rate based on the odate


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Opportunity Territory and Resource Assignmen


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Automated assignment through Assignment Manager

Territory assignment based on dimensions

Resource assignment based on rules

Manual resource assignment by user

Manually add a resource to the team

Assisted manual resource assignment

Rules used to suggest a list of resources for user to add to the te


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Sales Lightbox

Create and assemble new presentations from


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Create and assemble new presentations fromexisting presentations and slides

Search for presentations by topic or author

View slide views, shares and downloads to findthe most popular content

Create new presentations by adding individualslides or full presentations to the shopping cart

Upload edited presentations to Sales Lightbox

Share or link presentations to account, contact or

opportunity Administrators can delete any presentation to

prevent sensitive content from being shared


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Products and Assets

Product Recommendations


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Product recommendations

Based on all information about theaccount, trending analysis andprevious purchases

On overview page, and sub tab

View recommendation reasonfrom the sub tab

Products / Assets


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Summary of total assets ownedby accounts, contacts orhouseholds

Click to view, create, edit, anddelete assets

Also create via web services orimport

Asset is extensible


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Sales CoachWhat is it?A configurable guided selling tool that helps reps successfully advanceopportunities through the sales cycle


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Customize task lists and recommended

actions to a companys products, salesprocesses and sales cycle

Direct reps to to approved collateral and

templates that reinforce a proven sales

methodology

Provide consistency of messaging for

each stage in the sales cycle

Reinforce sales training and reduce the

time for on-boarding new sales reps

opportunities through the sales cycle

Currently available in desktop pages. Available

Sales CoachHow do I use it?Coach in real-time to drive better sales results


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Set up action items, descriptions and documents for each sales stage vi

View the Sales Coach region on the Edit Opportunity page*

Action Items and Related Documents to assist in each sales stage

* Region is collapsed by default


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Sales LightboxWhat is it?A new sales productivity application designed to save reps time while encthe use and development of consistent messaging


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With Sales Lightbox sales reps and managers can

quickly assemble relevant, targeted PowerPoint

presentations and link them to an opportunity or sales

account

Start with approved, existing content from one or more

available presentations

Sales teams can collaborate on presentations prepared

for use at different stages of the sales cycle /opportunity lifecycle

Delivers a sharing model for presentations with other

sales users with or without ownership

Discover

Share

the use and development of consistent messaging

Sales LightboxHow do I use it?

Create and assemble new presentations from multiple


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existing presentations and slides

Search for presentations by topic, author or file name

View slide views, shares and downloads to find the

most popular content

Create new presentations by adding individual slides or

full presentations to the shopping cart

Upload edited presentations to Sales Lightbox

Share presentations with other users or linkpresentations to sales account or opportunity

Administrators can delete any presentation to prevent

sensitive content from being shared


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Incentive Compensation Managemen What is it?

How do I use it?

Incentive Compensation Management: What is itA sales management tool for compensation plans,quotas and incentives, rich with built in modeling


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quotas a d ce t es, c t bu t ode gand reporting

Drive sales behavior and increase efficiencies

Model different compensation plan options

Communicate commission and bonus plansaccurately and on time

Enable reps to project commission withestimator tool

Keep track of progress toward goals,attainment, and payments with dashboards

Monitor progress for individuals and for teams

Evaluate Compensation Costs and Effectiveness

Incentive Compensation Management: How do I Motivate and Align:

Drive sales organizations to push the sales of specific products or product lines


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Encourage sales reps to increase the number of calls, visits, or any metric by tra

performance using scorecard calculations and dashboards

Design sales plans that align individuals with team or organizational goals Manage integration of compensation entities using File Based Import or

Appropriately credit co-prime reps, overlays, and channels using date effe

and rollup hierarchies and rules against any attribute

Support simple to complex global compensation plans by using a powerfu

builder, multi dimensional rate tables, and multi currency crediting and c

Accelerate rollout of new plan initiatives with guided, top-down plan crea

approval workflow for participant plan documents

Ensure accurate, on-time payment with robust, scalable, high-performan

engine


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What is it How do I use it

Quota Management


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Sales Quota ManagementHow do I use it?

Determine draft quotas and allocate variances based on metrics and fo

b d hi i d di d i l


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Set targets based on historic and predicted potential revenue

Define and apply adjustments based on seasonal fluctuations and trends

Estimate market potential with predictive tools and data intelligence Create custom formulas to achieve additional flexibility in quota allocation

Automatically provide change notification to Incentive Compensation

Define and rollup quotas according to territory hierarchy

Reconcile top-down revenue goals with bottom-up

calculated quotas

Plan for territory realignments, personnel changes

and market shifts

Gain insight with sales analytics


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Key Capabilities

R l ti d Offli A t D t


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Real-time and Offline Access to Data

Read/Write Access to Key Objects

Customer, Contacts, Leads, Opportunity

Activities, Notes, Alerts

Top level/Child custom objects

Manage Forecast and Forecast Items

Saved Searches AroundMe

Interactive Analytics

New Capabilities


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Dynamic Layouts

Enhanced Integration with Oracle Social Network

Attachments

Enterprise Data Quality

Enhanced Contact Management

Filmstrip View for Analytics

Supported Devices and Platforms


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iOS (version 8.0, 7.0, 6.0 and 5.0)

iPhone models 6, 5S, 5C, 5, 4S, 4, 3GS

Android (version 4.0.2 and higher)

Smartphone and tablet (7 and 10) devices

BlackBerry (version 7.0, 6.0 and 5.0)

Models: Bold, Storm, Curve, Torch

Dynamic Layout

Customize the mobile application to display different fields


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Customize the mobile application to display different fields

and related objects based on:

User role Record type

Advance expression

Enterprise Data Quality

Perform data matches on Accounts or Contacts


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Perform data matches on Accounts or Contacts

Display alerts showing potential duplicates

Create a new record or select an existing account orcontact directly from the notification

Validate address

Oracle Sales Cloud Call Report App

Perform critical and frequent tasks in one minute or


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qless:

Review and prepare for upcoming appointments

View appointment details Alert attendees View previous call reports Log a Call Report Email call report summary Share call report on OSN

Supported Devices and Platforms: iOS (version 8.0 and 7.0) Android (version 4.0.3 and higher)

Call Report AppUpcoming Appointments

Review and prepare for upcomingTap to drill

down to see


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Review and prepare for upcomingappointments:

View future appointments by swiping left orright through the filmstrip

Review appointment location and primarycontact

Call or email the primary contact

the details

Call Report AppAppointment Details

View appointment details:


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Appt det

View appointment details:

Review details of an upcoming appointment

View Opportunity, Account, Contact, andObjectives for the meeting

Check invitees and their response

Call or e-mail an invitee

Appointm

details

Call Report AppAlert Attendees

Inform the attendees that you are running late or just send an em


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Inform the attendees that you are running late or just send an emthe attendees regarding the appointment

Call Report AppView Previous Call Report

View previous Call Reports for upcoming


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View previous Call Reports for upcomingappointment

Review changes to Opportunity Revenue,Win Probability, Sales Stage, and Close Date

Review last meetings attendees, objectives,and meeting notes


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Call Report AppLog a Call Report

Create a Call Report for past appointment


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Create a Call Report for past appointment

Update opportunity revenue, sales stage, win

probability and closed date Mark objectives as complete or add a new

objective

Add attendees and toggle the attendance statusto track who attended the meeting

Add meeting minutesAdd meeting

minutes

Call Report AppShare Call Report on OSN

Post and share Call Report to OSN


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Post and share Call Report to OSN


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Video for OSN Call Report App

Oracle Sales Cloud Call Report App Video


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Video for OSN Call Report App

Call Report: Prepare and Report Your Meetings Easily
https://www.youtube.com/watch?v=GgZ-OMkU-pw&list=PLFIXuQkovlvkXyj2BkqXwC1oYkIpCURPG&index=5https://www.youtube.com/watch?v=GgZ-OMkU-pw&list=PLFIXuQkovlvkXyj2BkqXwC1oYkIpCURPG&index=5


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Oracle Sales Cloud for Outlook

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

Opportunity


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Lead

Opportunity

AccountRevenue Item


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Oracle Sales Cloud for Outlook

I d d l d d

Key Capabilities


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Improved deployment and upgrades

Role-based configuration

Simulate synchronization filter results

Assign partner resources to opportunities and leads

Outlook contact matching

O

Clou


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Role-Based Configuration

Customize Outlook forms to displaydifferent fields sections and child


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different fields, sections and childform views by user role

Set up synchronization filters thatemploy user roles to control datasynced to a client

Simulate Synchronization Filter Results

Simulate data sync from within Outlook usingconfigured synchronization filters to determine


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configured synchronization filters to determinedata volume

Report data sync metrics by object recordcounts


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Outlook Contact Matching

Match and merge duplicate contacts between Outlook and OSC


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Identify and resolve duplicates

Oracle Sales Cloud for OutlookSupported Platforms and Other Dependencies

Client platform support


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Outlook 2007 SP2, Outlook 2010, Outlook 2013

Windows 7, Windows 8.1Other dependencies

.NET Framework 4 or above on client machine

Requires Outlook mail profile to be configured with:

Microsoft Exchange service using Cached Exchange Mode (OST)**

SMTP/POP3 service using personal folders (PST)Note: IMAP is not supported ** Does not require any additional Exchange permissions


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Oracle Sales Cloud for IBM NotesBeta Program

Beta Program starts in Jan/2015

Beta Program Eligibility


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Customers with > 1000 seats are automatically eligible to enroll

Customers with < 1000 seats will need additional approvals to enroll

Supported Versions

IBM Notes 8.5.3 (Client)

IBM Domino 8/9 (Server)

Additional ResourcesVideos/Recorded Trainings for OSC for Outlook:

Oracle Sales Cloud for Outlook (Reps Sell More with Integrated Email)

Microsoft Outlook Extensibility in Oracle Sales Cloud webinar
http://www.youtube.com/watch?v=TKe9Z2R1fbshttp://www.youtube.com/watch?v=TKe9Z2R1fbshttp://ilearning.oracle.com/ilearn/en/learner/jsp/player.jsp?rco_id=1512694278&classroom_id=1512694247&scorm_attempt=1411708013170&sessionId=19900559741411708013172http://ilearning.oracle.com/ilearn/en/learner/jsp/player.jsp?rco_id=1512694278&classroom_id=1512694247&scorm_attempt=1411708013170&sessionId=19900559741411708013172http://www.youtube.com/watch?v=TKe9Z2R1fbshttp://www.youtube.com/watch?v=TKe9Z2R1fbs


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Microsoft Outlook Extensibility in Oracle Sales Cloud webinar

R8 Release Training

R9 Release Training

Additional Guides:For more information on Outlook integration:

Oracle Sales Cloud for Outlook Client - Release 9 (11.1.9.2) Upgrade Guide

Review this guide if you are upgrading from OSC R8 to R9

Oracle Sales Cloud for Outlook - Deployment Guide Extending Outlook Pages using Application Composer

Using Sales Guide: Overview of Oracle Sales Cloud for Outlook chapter

Implementing Sales: Define Outlook Integration

Role-Based Customization

Outlook Demos
http://ilearning.oracle.com/ilearn/en/learner/jsp/player.jsp?rco_id=1512694278&classroom_id=1512694247&scorm_attempt=1411708013170&sessionId=19900559741411708013172http://download.oracle.com/ocomdocs/global/fusion_r8/sales/Outlook/index.htmlhttp://download.oracle.com/ocomdocs/global/fusion_r9/sales/Outlook/index.htmlhttps://support.oracle.com/epmos/faces/DocumentDisplay?id=1962014.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=1923639.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=1923639.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=1646113.1http://docs.oracle.com/cloud/latest/salescs_gs/FASTG/F1159759AN1A0E5.htmhttp://docs.oracle.com/cloud/farel8/salescs_gs/OASAL/F1109246AN496CB.htmhttp://docs.oracle.com/cloud/farel8/salescs_gs/OASAL/F1109246AN496CB.htmhttp://docs.oracle.com/cloud/latest/salescs_gs/FASTG/F1159759AN1A0E5.htmhttps://support.oracle.com/epmos/faces/DocumentDisplay?id=1646113.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=1923639.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=1923639.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=1923639.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=1923639.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=1923639.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=1962014.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=1962014.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=1962014.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=1962014.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=1962014.1http://download.oracle.com/ocomdocs/global/fusion_r9/sales/Outlook/index.htmlhttp://download.oracle.com/ocomdocs/global/fusion_r8/sales/Outlook/index.htmlhttp://ilearning.oracle.com/ilearn/en/learner/jsp/player.jsp?rco_id=1512694278&classroom_id=1512694247&scorm_attempt=1411708013170&sessionId=19900559741411708013172


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Configure a form-region for Sales Manager

Configure a synchronization filter for Sales Manager


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