Professional Documents
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R12 Core Implementation Labs
R12 Core Implementation Labs
R12 Core Implementation Labs
Implementation
Activity Guide
D99435GC10
Edition 1.0 | May 2017 | D100270
Authors
Customer Experience (CX) Curriculum Development
Publisher
Joseph Fernandez
Overview
There are no practices for this lesson.
Overview
In these practices, you will explore help resources.
Goals
• Explore Oracle Sales Cloud application help
• Explore other resources
Time
5 - 15 minutes
Overview
In this practice you will explore some of the features of help in the application and, if possible,
access resources outside of the application.
Tasks
1. Close any open Internet Explorer (IE) browser windows.
Note: Throughout this class use the Mozilla Firefox browser to access the
application.
2. Start the Oracle Sales Cloud application.
a. Select Start > All Programs > Mozilla Firefox to launch the browser.
b. Enter the URL supplied by your instructor.
c. On the page, under Primary Login Pages, click Sales Cloud Direct Login.
d. Enter the User ID (such as crm.student03) and Password supplied by your instructor.
e. Click Sign In.
Note: For the rest of the practices, this procedure will be shortened to "If necessary,
sign in to the application using your assigned login."
b. If a popup blocker asks you whether to prevent the window from opening, allow it.
c. Notice that another browser tab opens to show the main application help page.
d. Notice at the top of the window, you can select different help areas.
l. Drill down on the Importing Sales Profiles Using File-Based Import: Quick Start.
m. Notice a new help tab is opened for the topic.
Note: For the rest of the labs, this procedure will be shortened to "Sign out of the
application."
7. Explore cloud.oracle.com.
a. In your browser, navigate to http://cloud.oracle.com.
b. At the top of the page, expand the Applications list.
c. Under Customer Experience, select Sales.
d. Click the Learn More tab.
e. Notice the wide assortment of resources available to you:
• Demos and videos
• FAQs
• Documentation
• White Papers and Data Sheets
• eBooks
• Release Readiness documentation
• Training
8. Close your browser.
Overview
In these practices, you will explore offerings, quick start implementation projects, and your
company's initial settings.
Goals
• Explore a disabled offering
• Explore an enabled offering
• Explore the tasks associated with an enabled offering
Time
5 - 10 minutes
Overview
In this practice, you will explore both a disabled and an enabled offering to understand the
differences. You will examine the enabled offering in more detail to determine that the offering
contains all of the tasks you might need to implement the offering.
Due to the nature of the shared environment, you will not be modifying the offering, nor enabling
other offerings.
Tasks
1. Sign in to the application using your assigned login.
2. Examine a disabled offering.
a. Navigate to Setup and Maintenance.
b. Notice the carousel of tiles at the top of the page.
***** Warning: Do not proceed with this practice on your own. Your instructor will
execute this demonstration *****
Goals
• Download a quick start implementation project from My Oracle Support
• Upload the quick start implementation project to your Oracle Sales Cloud instance
Time
5 - 10 minutes
Overview
In this practice your instructor will download the correct quick start implementation project from
My Oracle Support and upload it into your instance of Oracle Sales Cloud.
Note: Subsequent use of "you" means the instructor.
Assumptions
This practice assumes you have access to My Oracle Support from your instructor machine.
Tasks
1. Download the Oracle Sales Cloud quick start implementation project.
a. In a browser, navigate to https://support.oracle.com.
b. Sign in with your single-sign on (SSO) credentials.
c. In the search field in the upper right, enter 2065998.1.
d. Click the search icon.
e. Verify that you are navigated to "Oracle Sales Cloud: Getting Started with Your
Implementation: Implementation Project (Doc ID 2065998.1)".
f. Scroll down to the bottom of the page.
g. In the Attachments section, drill down on the Quick Setup Sales configuration package
for your release; for example, R12 Quick Setup Sales.
h. Save the file to your desktop.
i. Sign out of My Oracle Support.
2. Sign in to the application using your instructor login.
3. Verify that no quick start implementation project has been loaded into your Oracle Sales
Cloud instance.
a. Navigate to Setup and Maintenance.
b. In the upper right, click Implementation Projects.
Goals
• Invoke tasks from the quick start implementation project
Time
5 - 10 minutes
Overview
In this practice you will explore using the quick start implementation project your instructor
imported to perform implementation tasks for your Oracle Sales Cloud instance.
Assumptions
This practice assumes the instructor successfully imported the quick start implementation
project.
Tasks
1. If necessary, sign in to the application using your assigned login.
2. Navigate to the implementation project.
a. Navigate to Setup and Maintenance.
b. In the upper right, click Implementation Projects.
c. If necessary, query for Name = Quick Set Up Sales.
d. In the Search Results section, drill down on Quick Set Up Sales.
3. Examine the implementation project.
a. Notice that the folders in the implementation project closely align with the lessons in
this course.
There is a small amount of variation, as some sets of tasks may be performed in any
order, but in general the overall flow of the implementation project closely matches the
overall flow of this course.
b. Expand the Create Setup Users folder.
c. Notice the tasks:
• Manage Job is the task used to create a job title for the setup user
• Manage HCM Role Provisioning Rules is the task used to map the job title to a set
of security roles
• Manage Users is the task used to create the user
You will learn more about these tasks in the lesson on creating setup users, but these
are all of the tasks you need to invoke to create a setup user, all conveniently bundled
in a single folder in the order in which you should invoke them.
Overview
In these practices, you will first explore role-based access control by signing on as a sales user,
a sales manager, and an administrator. You will then explore visibility using the same users.
Goals
• Explore how different users with different roles have different pages available to them
Time
5 - 10 minutes
Overview
In this practice, you will sign on as a sales representative, the sales representative's manager,
and an administrator to see how your role affects where you can navigate.
Tasks
1. Examine your navigation pane as a sales representative.
a. If necessary, sign out of the application.
b. Sign into the application as Julian Henderson (User ID = julian.henderson).
The password for Julian Henderson is the same as your assigned user.
c. Notice that Julian Henderson has only a few navigation tiles available on his home
page, in particular, he does not have:
• Sales Performance
• My Team
• Contracts
d. Expand the Navigator.
e. Notice that Julian Henderson's list of available areas is fairly small; in particular, notice
that you do not see:
• Setup and Maintenance
• Application Composer
• My Team
f. In the Navigator, select Resource Directory.
g. Notice that Mateo Lopez is Julian Henderson's manager.
h. Sign out of the application as Julian Henderson.
2. Examine your navigation pane as a sales manager.
a. Sign into the application as Mateo Lopez (User ID = mateo.lopez).
The password for Mateo Lopez is the same as your assigned user.
Goals
• Explore visibility as two different sales representatives, a sales manager, and an
administrator
Time
10 - 15 minutes
Overview
In this practice you will create an account record and add a team member. You will then
observe how these records appear in various show filters.
Tasks
1. Create an account.
a. Navigate to Sales > Accounts.
b. Click Create Account.
c. Set:
Name OSC Visibility Account nn
where nn is your student number
Type Customer
Address Line 1 100 Bank St
City Cleveland
State OH
d. Click Save and Continue.
2. Add a team member.
a. On the left, click the Team subtab.
b. Verify that you are the only team member.
c. Set Show = Territories.
d. Verify that several territories have been assigned, including both NA Services - Central
and Central - Products - Div I as prime territories.
It may take 20-30 seconds for the page to display.
Territories will be discussed in more detail in a subsequent lesson.
e. Set Show = Team Members.
f. Click Add Team Members.
g. Set First Name = Lisa.
h. Click Search.
Overview
In these practices, you will create and test a setup user.
Goals
• Create and test a setup user
Time
15 - 20 minutes
Overview
In this practice, you will create a job, provisioning rule, and setup user. You will then test the
setup user.
Tasks
1. If necessary, sign in to the application using your assigned login.
2. Create a dummy job for your user.
a. Navigate to Setup and Maintenance.
b. Query for Manage Job.
c. Drill down on the result.
d. Click the Create icon .
e. Set:
Effective Start Date <Today's Date>
Job Set Common Set
Name OSC Dummy Job nn
where nn is your student number
Code OSC_DUMMY_JOB_nn
f. Click Next.
g. Click Submit to accept all the remaining defaults.
h. In the Warning dialog, click Yes.
i. In the Confirmation dialog, click OK.
j. At the top of the page, click Done to return to the Setup and Maintenance home page.
3. Create a provisioning rule that uses the dummy job as a condition.
a. Query for Manage HCM Role Provisioning Rules.
b. Drill down on the result.
c. Click the Create icon .
c. Search for your user, OSC User nn, where nn is your student number.
d. In the row for your user, in the Action column on the far right, expand the list and select
Reset Password.
e. Select Manually change the password.
f. Set New Password = <Your User's Password> and confirm.
By keeping passwords consistent throughout the course, your logins will be much
easier.
g. Click Reset Password.
h. Sign out of the application.
6. Test the setup user.
a. Sign in to the application as OSC.Usernn, where nn is your student number.
b. Verify that you can successfully sign in.
c. Expand the Navigator.
d. Verify that administrative areas are available to you:
• Resource Directory
• Setup and Maintenance
• Tools > Structure
• Tools > Application Composer
• Tools > Migration
• Tools > Scheduled Processes
• Tools > Security Console
• Tools > File Import and Export
e. Navigate to Setup and Maintenance.
f. Verify that you can start an administrative task.
1) Navigate to Setup and Maintenance.
2) Query for Manage Administrator Profile Values.
3) Drill down on the result.
4) Verify that you successfully navigate to the Manage Administrator Profile Values
page.
Overview
In these practices, you will modify an existing profile and verify the results.
Goals
• Modify a profile option value and verify the results
Time
10 - 15 minutes
Overview
In this practice you will modify the default close date for new opportunities that you create.
Conflict Note
Because profile changes are usually application-wide, you will first verify that user-level
customization of the profile in question is enabled. This would not normally be required, but is
required in the classroom to prevent conflict between users.
Tasks
1. Sign in to the application using your assigned login.
2. Verify that by default, opportunities are set to close 20 days after they are opened.
a. Navigate to Sales > Opportunities.
b. At the top of the page, click Create Opportunity.
c. Notice that Close Date = <20 days from today's date>.
d. Click Cancel.
You will modify the application so that the default close date is 30 days from today's date. You
will perform this by configuring the Opportunity Close Date Default profile option. The code for
this profile option is MOO_DEFAULT_CLOSE_WINDOW.
Before testing your result, you may be curious as to what you might have done had the User
profile level not been available. Perform the optional step to explore how to configure a profile to
allow specification.
If user-level customization were not allowed, you might be able to enable it here. Some
profiles can have their configurations modified and some cannot.
f. Click Cancel.
5. Test the configuration as your assigned user.
a. Sign out and sign in again to load the profile value.
b. Navigate to Sales > Opportunities.
c. Click Create Opportunity.
d. Verify that the Close Date now defaults to 30 days in the future.
e. Click Cancel.
f. Sign out of the application.
6. Test the configuration as different user.
a. Sign in to the application using lisa.jones, using the same password you use for your
assigned user.
b. Navigate to Sales > Opportunities.
c. Click Create Opportunity.
d. Verify that the Close Date is 20 days from today.
This confirms that the change you made affects only the user you specified.
e. Click Cancel.
7. Sign out of the application.
Overview
In these practices, you will modify an existing lookup and verify the results.
Goals
• Modify an existing lookup in the Oracle Sales Cloud application
Time
5 - 10 minutes
Overview
In this practice you will modify the Buying Role lookup to include a "Technical Advisor" type,
then verify your results.
Tasks
1. If necessary, sign in to the application using your assigned login.
2. Examine the existing lookup in the application.
a. Navigate to Sales > Contacts.
b. Click Create Contact.
c. Set:
First Name OSC
Last Name Contact nn
where nn is your student number
d. Click Save and Continue
e. If you are prompted for possible duplicates, click Continue with Create.
f. Expand the Buying Role list.
g. Observe that it includes several values, but does not contain "Technical Advisor nn".
Because you are sharing this environment, some Technical Advisor entries may
already exist; however, an entry corresponding to your student number should not yet
exist.
h. Click Cancel.
Overview
There are no practices for this lesson.
Overview
In these practices, you will explore currencies.
Goal
• Examine the as-delivered currencies and default currency for the application
• Examine the exchange rate tables
Time
5 - 10 minutes
Overview
In this practice, you will examine the as-delivered currencies and the exchange rate tables.
Tasks
1. If necessary, sign in to the application using your assigned login.
2. Determine the default corporate currency currently in use.
a. Start the currency profile option task.
1) Navigate to Setup and Maintenance.
2) Query for Manage Currency Profile Options.
3) Drill down on the result.
b. Verify that there are two profile option codes:
• ZCA_COMMON_CORPORATE_CURRENCY determines the default corporate
currency
• ZCA_COMMON_RATE_TYPE determines the default currency exchange rate
type (corporate, spot, user, or fixed)
c. Drill down on ZCA_COMMON_CORPORATE_CURRENCY.
d. Verify that the current value is US Dollar.
e. Open the Profile Value list.
f. Notice the large number of available currencies.
The as-delivered application comes with a large number of predefined currencies.
g. Click elsewhere on the page to avoid changing the corporate currency.
h. At the top of the page, click Cancel.
i. Click Done.
3. Examine the as-delivered currencies.
a. On the Setup and Maintenance page, query for Manage Currencies.
b. Drill down on the result.
c. Click Search.
d. Notice the large number of available currencies.
These match the list you examined previously.
Overview
In these practices, you will explore geographies and address formats.
Goals
• Define the country structure, hierarchy, and validation for a country
Time
10 - 15 minutes
Overview
In this practice, you will use the country that corresponds to your student number (see the
table). You will create a structure for the country, define a hierarchy, and finally set up
validation. For this exercise you will use a hierarchy of country, state, and city. This might not
correspond to the real-life structure of your assigned country.
Student Country State City
1 Botswana Botswana_StateA Gaborone
2 Egypt Egypt_StateA Cairo
3 Mali Mali_StateA Bamako
4 Mauritius Mauritius_StateA Port Louis
5 Morocco Morocco_StateA Rabat
6 Mozambique Mozambique_StateA Maputo
7 Namibia Namibia_StateA Windhoek
8 Reunion Reunion_StateA Saint-Denis
9 Rwanda Rwanda_StateA Kigali
10 Aland Islands Aland Islands_StateA Mariehamn
11 Seychelles Seychelles_StateA Victoria
12 Sierra Leone Sierra Leone_StateA Freetown
13 Somalia Somalia_StateA Mogadishu
14 South Africa South Africa_StateA Cape Town
15 Sudan Sudan_StateA Khartoum
16 Syria Syria_StateA Damascus
17 Tanzania Tanzania_StateA Dodoma
18 Togo Togo_StateA Lome
19 Tunisia Tunisia_StateA Tunis
20 Uganda Uganda_StateA Kampala
Tasks
1. If necessary, sign in to the application using your assigned login.
2. Start the task for managing geographies.
a. If necessary, navigate to Setup and Maintenance.
b. Query for Manage Geographies.
c. Drill down on the result.
3. Locate your assigned country.
a. Set Country Name Starts with = <Your assigned country's name>.
b. Click Search.
Goals
• Create and test an address format
Time
5 - 10 minutes
Overview
In this practice you will create and test an address format for the geography you defined in the
previous practice.
Assumptions
This practice assumes you completed the previous practice and successfully set up your
geography.
Tasks
1. Start the Manage Address Formats task and verify there are currently no address formats
defined for your country.
a. Navigate to Setup and Maintenance.
b. Query for Manage Address Formats.
c. Drill down on the result.
d. In the Search section, set Country = <Your Assigned Country>.
e. Click Search.
f. Verify that no results are returned.
If any results are returned, you may safely ignore them. The lab was designed so that
none of the selected countries have address formats, but from release to release the
number of seeded address formats may change.
2. Create a new address format.
a. In the Search Results section, click Create.
b. Set:
Code OSC_Address_Format_nn
where nn is your student number
Name OSC Format nn
Address Style Postal Address
Description Address format for <Your Assigned Country>
Be absolutely sure not to select the "Default Format for Style" checkbox. If this
checkbox is selected, the style you specify becomes the default for all addresses of the
specified style; in this case, your style would become the default postal address style.
Overview
In these practices, you will explore both global and work area searches.
Goals
• Explore global search functionality
• Configure global search
Time
10 - 15 minutes
Overview
In this practice you will first test the existing configuration of global search. You will then
examine global search configuration settings to better understand how global search is
configured.
Tasks
1. If necessary, sign in to the application using your assigned login.
2. If necessary, click Home to return to the home page of the application.
3. Explore global search.
a. At the top of the page in the Search field, enter Pin.
b. Wait for a moment as top suggestions are fetched.
c. Notice that no suggestions are returned, as you have not yet used Global Search.
If there are any results, it indicates that you or another student performed a global
search using this login. This is not an issue.
d. Click Search .
e. Wait a few moments for the search to complete.
If this is the first global search you have performed, it may take up to 1-2 minutes to
perform the search.
f. Notice that the search results are presented in a separate pop-up window rather than
on the application page itself.
g. Notice that the search results include a contact and an account.
This indicates that global search is indeed global in scope.
If there are other records, it indicates that other users are performing searches and
configurations that increase the number of results.
h. Filter the search results.
1) At the top of the pop-up window, click Show Filters.
2) In the left pane, next to Categories, deselect the All checkbox to deselect all
categories.
3) Select the checkbox next to Accounts.
4) Click OK.
Goals
• Explore work area searches
• Configure a saved search
Time
15 - 20 minutes
Overview
In this practice, you will examine work area search and saved searches.
Tasks
1. Explore work area search.
a. Navigate to Sales > Accounts.
b. Notice that List defaults to My Accounts.
This is an application-wide saved search that is configured to be the default saved
search for the Account landing page. Both the search and the default setting are part of
the as-delivered application.
c. Create a new account with name = OSC Search Account nn, where nn is your
student number.
d. Set Find = OSC%.
While a trailing wildcard is automatically appended to work area searches, explicitly
adding the wildcard is a helpful reminder when first getting accustomed to searching in
Oracle Sales Cloud.
e. Click Search .
You have performed a work area search.
f. Notice that several records are returned.
Although the default filter when you first navigate to the Accounts page is "My
Accounts", that filter is not applied when you conduct a work area search. Thus, a work
area search for OSC% can be thought of, "Search for Accounts starting with OSC
among all the Accounts I can see."
g. Perform an advanced work area search.
1) Click "Show Advanced Search".
Overview
In these practices, you will examine classification groups, then create your own classification
category. As an instructor demonstration, the instructor will test and confirm one of your
classification categories.
Goals
• Examine available classification groups
• Create a classification category
Time
10 - 15 minutes
Overview
In this practice, you will first examine the available classification groups. You will then create a
classification category
Tasks
1. If necessary, sign in to the application using your assigned login.
2. Examine classification groups.
a. Navigate to Setup and Maintenance.
b. Query for Manage Classification.
This allows you to have both tasks ready to run.
c. Drill down on Manage Classification Groups.
d. Click Search.
e. Notice that there are five as-delivered classification groups:
• CUSTOMER_GROUP is used for classifications of accounts, contacts, and
households. It is also the classification group used for customized dimensions
(auxiliary dimensions) in territory-based assignment.
• GROUP_PARTY_GROUP is used for classifications that may also be groups,
such as accounts (if the account is a company) or households.
• INDUSTRIAL_GROUP is used to classify industries.
• ORG_GROUP is used to classify organizations. You will be using this group to
create an organization type classification category.
• PERSON_GROUP is used for classifications that may be individuals, such as
contacts or accounts (if the account is an individual).
Although Oracle Sales Cloud provides functionality to create new classification groups,
only these five groups are used by Oracle's internal systems (for example, to provide
classification category lookups on the Account page or for territory-based assignment).
f. Click Done.
3. Create a new classification category and assign it to the industry group.
a. Drill down on Manage Classification Categories.
b. In the Search Results section, click Create.
Goals
• Test an existing classification category
Time
5 - 10 minutes
Overview
In this practice you will test one of the classification categories created by the students.
Assumptions
This practice assumes at least one student successfully completed the previous practice.
Tasks
At this point, in order to test the classification category, you must set the
MOT_INDUSTRY_CLASS_CATEGORY profile option. This profile option can only be set at the
Site level, and therefore cannot be set by more than one student at a time. To finish the
practice, the instructor will demonstrate setting this profile option, verifying the result, and
restoring the profile option.
DO NOT PROCEED WITH THESE STEPS AS A STUDENT
Overview
In these practices, you will verify application settings that support multiple business units (BUs),
and then explore reference and transactional data visibility in a multi-BU environment.
Goals
• Verify that multiple business units are enabled
• Explore referential data settings in a multiple business unit (multi-BU) environment
• Explore transactional data visibility in a multi-BU environment
Time
20 - 30 minutes
Overview
In this practice you will first verify that multiple business units are enabled in the classroom
environment. You will then examine set-enabled lookups and profile options. You will finally
explore visibility by changing your user's business unit, and then changing it back.
Tasks
1. If necessary, sign in to the application using your assigned login.
2. Verify that multiple business units are enabled in the classroom environment.
a. If necessary, navigate to Setup and Maintenance.
b. Query for Manage Administrator Profile Values.
c. Drill down on the result.
d. Query for Profile Option Code = HZ_ENABLE_MULTIPLE_BU_CRM.
This is the profile option to enable multiple business units.
e. In the HZ_ENABLE_MULTIPLE_BU_CRM: Profile Values (bottom) applet, verify that
the profile value is set at the Site layer to "Yes".
This indicates that multiple business units are enabled in the classroom deployment.
f. Query for Profile Option Code = HZ_DEFAULT_BU_CRM.
This is the profile option to set a default business unit.
g. In the HZ_DEFAULT_BU_CRM: Profile Values (bottom) applet, verify that the profile
value is set at the Site layer to "US1 Business Unit".
This indicates that the default business unit is US1 Business Unit.
h. Click Cancel.
i. Click Done.
3. Examine multi-BU profile options.
a. Query for Specify Sales Business Function Properties.
This is the task that manages BU-specific profile options.
b. Drill down on the result.
c. Notice that Business Unit = ALK Sales Business Unit.
The task defaults to the first business unit alphabetically.
Overview
In these practices, you will explore creating provisioning rules and sales users.
Goals
• Review the resource role for sales representatives
• Create a resource for custom sales representatives
• Review the provisioning rule for sales representatives
• Set up a provisioning rule for custom sales representatives
• Create a new sales representative using this provisioning rule
• Review the resource organization for this new sales representative
Time
20 - 30 minutes
Overview
In this practice you will first examine an existing resource role before creating your own. You will
then explore two provisioning rules to familiarize yourself with the format of a provisioning rule.
You will set up a custom provisioning rule for your own sales representatives. To verify your
work, you will create a sales representative user and verify that the provisioning rule works
correctly. You will also check the resource directory to check the new user’s resource
organizations. Finally, you will set the user's password and test logging in as the new user.
Tasks
1. If necessary, sign in to the application using your assigned login.
2. Review the resource role for sales representatives.
a. Navigate to Setup and Maintenance.
b. Query for Manage Resource Roles.
c. Drill down on the result.
d. Query for Role Name = Salesperson.
e. Drill down on the Salesperson result.
f. Notice:
• This is a System role
You should not modify System roles
• The Member checkbox is selected, but not Lead, Manager, or Administrator
Sales representatives are application users, not managers or administrators
• You can see the list of resources (users) assigned to the role
• There are no job mappings for the role
Job mappings are not used for provisioning users in Oracle Sales Cloud, but are
used in other applications
Overview
In these practices, you will explore managing users, notifications, and roles from within the
security console.
Goals
• Use the security console to:
− Manage users
− Manage notifications
− Explore the security role hierarchy
− Create a custom security role
Time
30 - 40 minutes
Overview
In this practice you will explore the various features of the security console, including user
management, notification management, and security role administration.
Tasks
1. If necessary, sign in to the application using your assigned login.
2. Explore user management in the security console.
a. Navigate to Tools > Security Console.
b. If necessary, dismiss any warnings.
c. On the left, click the Users tab.
d. Query for CRM.Student.
e. Notice that all of the CRM Student accounts are listed, along with pertinent
administrative information:
• The user login, first name, and last name
• Whether the user is active, whether the user's password is locked, and the user's
password expiration date
• The person number, manager, job, and business unit
Note that the Job field is blank for all CRM Students, as Oracle Sales Cloud uses
Resource Roles rather than Jobs
• Associated party information, if any
f. Notice the Add User Account button.
For Oracle Sales Cloud, due to the provisioning rules and the Resource security role,
recommended practice is not to create users here, but rather to use the Manage Users
task and provisioning rules. Other applications such as Human Resource Management
use this page to create new users.
g. Locate your User, and open the Action list.
Overview
In these practices, you will create a master or rollup catalog with a small number of product
groups and items (products). Your instructor will then make one of these catalogs the sales
catalog, and you will verify that you can add groups and items from the catalog to an
opportunity.
Goals
• Create a product group hierarchy to be used as a catalog
Time
10 - 20 minutes
Overview
In this practice you will create a top-level product group and add several subgroups to create a
product group hierarchy. You will add several products to a product group, and then you will
publish the hierarchy as a catalog.
Tasks
1. If necessary, sign in to the application using your assigned login.
2. Start the task.
a. Navigate to Setup and Maintenance.
b. Query for Manage Product Groups.
c. Drill down on the result.
3. Examine the existing demo catalog.
a. Observe that there are numerous products displayed in the left pane under Manage
Product Groups.
b. Select Master Rollup.
c. Click the Tree View icon to display the product group hierarchy.
d. Observe that there is only one product hierarchy which starts with Master Rollup.
e. In the right pane, observe that the Root Catalog attribute is set to true (checked). This
makes this product a top-level product group.
You will create a master or rollup catalog that has several product groups and a few assigned
products.
d. In the Select and Add: Products dialog box, set Keyword = Custom Sentinel.
e. Click Search.
f. Select Custom Sentinel Power Server 1000.
g. Click OK.
h. Click the Select and Add icon.
i. In the Select and Add: Products dialog box, set Keyword = Sentinel.
j. Click Search.
k. Select "Sentinel Power Server (Blade) 5000".
l. Click OK.
m. Repeat to find and add "Green Server 1000".
n. Click Save.
Before users can access the catalog, this catalog must be enabled as the Oracle Sales Cloud
catalog. Since only one catalog can be enabled at a given time, your instructor will demonstrate
how to do this in the next practice.
Goals
• Enable the catalog as the Oracle Sales Cloud catalog.
Time
~ 5 minutes
Overview
In this practice your instructor will enable one of the catalogs created during the previous
practice.
Tasks
1. Sign is as bala.gupta.
The password for Bala Gupta is the same as your user.
2. Start the task.
a. Navigate to Setup and Maintenance.
b. Query for Manage Product Group Usage.
c. Drill down on the result.
3. Examine the existing Oracle Sales Catalog.
a. In the Product Group Usage section, select Base.
Base usage means that the catalog (or product group) is available to all sales
applications.
b. In the Base: Details section, notice that Master Rollup is listed for Product Groups.
This indicates that the master Rollup catalog is the catalog currently used in Oracle
Sales Cloud.
4. Enable the OSC Products catalog.
a. If necessary, in the Base: Details section, select Master Rollup.
b. Click the Delete icon to remove Master Rollup as the sales catalog.
c. Click Yes to confirm.
d. Click Select and Add icon.
e. Click Search.
f. Select OSC Products nn.
There will be multiple OSC Products catalogs, depending on the number of students.
Select any one of them.
Goals
• Verify that the new catalog was successfully enabled.
Time
~5 minutes
Overview
In this practice you will create a new opportunity and verify that you can access the new catalog.
Tasks
1. If necessary, sign in to the application using your assigned login.
2. Navigate to Sales > Opportunities.
3. Verify the new catalog is available.
a. Drill down on OSC Opportunity nn where nn is your student number.
You created this opportunity in a previous practice. If it does not exist, create it now.
b. In the Products area, click Add.
c. In the Name field, click the down arrow.
d. Verify that the sales catalog set up in the prior practice appears.
Note: The actual number displayed in the product groups will vary depending on which
one the instructor enabled in the last practice.
Goals
• Change to the default catalog
Time
~ 5 minutes
Overview
In this practice your instructor will change the catalog to the Master Rollup.
Tasks
1. Sign in as bala.gupta.
The password for Bala Gupta is the same as your user.
2. Start the task.
a. Navigate to Setup and Maintenance.
b. Query for Manage Product Group Usage.
c. Drill down on the result.
3. Change the catalog.
a. In the Product Group Usage section, select Base
b. If necessary, in the Base Details section, select OSC Products nn.
c. Click the Delete icon.
d. Click Yes to confirm.
e. Click the Select and Add icon.
f. Click Search.
g. Select Master Rollup.
h. Click OK.
Overview
In these practices, you will import and export data.
Goals
• Use file-based import to import records into the application
Time
30 - 40 minutes
Overview
In this practice you will first identify the source system from which the data to be imported
originates. You will then map the source data to the target data in the application. You will next
create a file import task to import the source data. Then you will execute the task and view the
results in the application.
Tasks
1. If necessary, sign in to the application using your assigned login.
2. Start the task to specify your source system.
a. If necessary, navigate to Setup and Maintenance.
b. Query for Manage Trading Community Source Systems.
c. Drill down on the result.
3. Create the source system record.
a. In the Search Results section, click Create.
b. In the Create Source System page, set:
Code OSCLEGACYnn
where nn is your student number. Be sure to use uppercase.
Name OSC Legacy nn
Type Spoke
c. Select the Enable for Trading Community Members checkbox.
d. Click Save and Close.
e. On the Manage Trading Community Source Systems page, set Name = Starts With
OSC.
f. Click Search.
g. Verify that your source system appears in the search results list.
h. Click Done.
4. Locate a seeded mapping.
a. Query for Manage File Import Mappings.
b. Drill down on the result.
c. In the Search section of the new page, set Object = Account.
l. Scan through the rest of the mappings and observe that several other objects such as
Address and URL are also populated by this mapping.
These objects are part of the Account import object.
5. Download the mapping template.
a. At the top of the page, click Download Template.
b. In the dialog that opens, if necessary, select Save File and click OK.
c. If you are prompted, save the file to your desktop.
If your browser is not configured to allow you to specify a download location, the file will
be saved to your downloads folder as OLD-Quick Create Account Seeded
Mapping_<Timestamp>_Template.
6. Examine the template file.
a. On the Desktop or in your downloads folder, right-click OLD-Quick Create Account
Seeded Mapping_<Timestamp>_Template.csv and select Open with > Microsoft Office
Excel.
You must use Microsoft Office Excel in this practice
b. Click in the upper left corner of the spreadsheet to select all the data.
c. Hover the cursor between the A and B headers and double-click to expand each
column to display the full contents of the column.
Goals
• Use data export to copy data from Oracle Sales Cloud to a flat text file
Time
5 - 10 minutes
Overview
In this practice, you will export data about Person objects from Oracle Sales Cloud to a CSV
(comma separated values) text file.
Tasks
1. Start the task.
a. Navigate to Setup and Maintenance.
b. Query for Schedule Export Processes.
c. Drill down on the result.
2. Create a new export process.
a. Click Create to create a new process.
b. Set Name = OSCExportPersonnn, where nn is your student number.
c. Notice that, by default, Delimiter = Comma (the exported file will be comma-delimited).
d. Review the other default values.
e. Click Next.
f. If necessary, expand Export Objects
g. Click Create.
h. Scroll down and select Person as the object to export by moving it from the Available
Objects list to the Selected Objects list.
i. Click Done.
j. In the idHzPersonExpPVO section, notice that the name of the output file is set by
default to PersonExpPVO, but can be edited.
k. In the PersonExpPVO record, on the far right, click Edit Filter Criteria .
Overview
In these practices, you will examine options for leads.
Goals
• Examine lead options
Time
~5 minutes
Overview
In this practice you examine some of the lead options.
Tasks
1. If necessary, sign in to the application using your assigned login.
2. Navigate to Setup and Maintenance.
3. Query for Manage Administrator Profile Values.
4. Drill down on the result.
5. Set Profile Display Name = %Lead%.
6. Click Search.
7. In the Profile Display Name header, click the arrow pointing up which sorts the rows in
ascending order by this column.
Overview
In these practices, you will modify opportunity options and verify the results.
Goals
• Create a new sales stage
Time
5 - 10 minutes
Overview
In this practice you will add a new sales stage to the Standard Sales method.
Tasks
1. If necessary, sign in to the application using your assigned login.
2. Start the task.
a. If necessary, navigate to Setup and Maintenance.
b. Query for Manage Sales Methods and Sales Stages.
c. Drill down on the result.
3. Add a new sales stage.
a. In the Search Results section, drill down on the Standard Sales Process sales method.
b. In the Sales Stages section, click New.
c. Set:
Name OSC Sales Stage nn
where nn is your student number
Phase C – Closing
Order nn
where nn is your student number
Quota Factor 1
d. In the upper right click Save and Close to save the sales stage.
e. In the upper right click Save and Close to save the sales method.
e. Click Cancel.
Goals
• Make field required in a sales stage
Time
5 - 10 minutes
Overview
In this practice you will make a field required in a sales stage.
Tasks
1. Verify that by default, Primary Contact is not required for a new opportunity.
a. If necessary, navigate to Sales > Opportunities.
b. At the top of the page, click Create Opportunity.
c. Set Sales Stage = OSC Sales Stage nn, where nn is your student number.
d. Notice the Name field has an asterisk indicating it is required.
e. Notice that Primary Contact is not a required field.
f. Click Cancel.
You will modify your sales stage, making Primary Contact a required field.
2. Start the task.
a. Navigate to Setup and Maintenance.
b. Query for Manage Sales Methods and Sales Stages.
c. Drill down on the result.
3. Add a required field to your sales stage.
a. In the Search Results section, drill down on the Standard Sales Process sales method.
b. Drill down on the OSC Sales Stage nn sales stage, where nn is your student number.
c. In the Additional Required Fields section, click Add Row.
d. Set Name = Primary Contact.
e. In the upper right click Save and Close to save the sales stage.
f. In the upper right click Save and Close to save the sales method.
g. In the upper right click Done to close Manage Sales Methods.
4. Verify that Primary Contact is now required for your sales stage.
a. Navigate to Sales > Opportunities.
b. At the top of the page, click Create Opportunity.
c. Set Sales Stage = OSC Sales Stage nn, where nn is your student number.
d. Notice that the Primary Contact is displayed with an asterisk indicating it is now
required.
e. Click Cancel.
Overview
In these practices, you will configure an assessment template.
Goals
• Configure an assessment template to evaluate a lead
Time
20 - 30 minutes
Overview
In this practice you will create an assessment and an assessment template that will evaluate the
potential of a lead. You will test the assessment as an administrator and a user.
Tasks
1. If necessary, sign in to the application using your assigned login.
2. Start the task.
a. Navigate to Setup and Maintenance.
b. Query for Manage Sales Lead Assessment Template.
c. Drill down on the result.
3. Create a task template.
a. In the Search Results section, click Create.
b. Set:
Name OSC Lead Template nn
where nn is your student number
Template Type Lead
Template Set Common Set
c. In the upper right, click Next.
d. In the Configure Ratings page, notice the default ratings: Poor, Average, and Excellent.
Note this is where you could add your own custom ratings.
e. Click Next.
b. In the Create Question Group dialog box, set Name = Financial Health.
c. Click Save and Close to close the dialog box.
d. If necessary select Financial Health:
e. Select Actions > Create > Create Question:
b. Set:
Rating Start End Graph Feedback
Score Score Color
Poor 0 50 Red This lead is not worth pursuing
Average 51 75 Yellow This lead may not be worth pursuing
Excellent 76 100 Green This lead is worth pursuing
c. Click Next.
You will now make this assessment the assessment used in Full Qualification for your user.
Overview
In these practices, you will administer Oracle Social Network settings.
Goals
• Explore administering Oracle Social Network for Oracle Sales Cloud
Time
5 - 10 minutes
Overview
In this practice, you will explore the administrative options for Oracle Social Network for Oracle
Sales Cloud.
Tasks
1. If necessary, sign in to the application using your assigned login.
2. Examine an Oracle Social Network configuration setting.
a. Start the appropriate task.
1) Navigate to Setup and Maintenance.
2) Query for Manage Oracle Social Network Objects.
3) Drill down on "Manage Oracle Social Network Objects".
This may take a minute or two.
b. Examine the settings for the Opportunity object.
1) Under Oracle Social Network Objects, expand Opportunity Management.
You may need to scroll down to locate this record.
2) Notice that there is a check mark next to Opportunity, indicating that it has been
enabled for Oracle Social Network.
Overview
In these practices, you will first explore territory assignment in the classroom environment. You
will then examine the territories and territory assignment settings to verify this behavior. Next,
you will create a territory proposal and create a new territory within that proposal. Finally, you
will explore additional territory configuration options.
Goals
• Examine territories in the classroom environment
• Create an account and test territory assignment
Time
20 - 25 minutes
Overview
In this practice you will first examine some of the territories that have been set up for the
classroom environment. You will then create an account and test the territories to which it is
assigned. You will make some modifications to the account and observe how the assigned
territories change.
Tasks
1. If necessary, sign in to the application using your assigned login.
2. Examine the root (top level) territory.
The territory hierarchy you will examine in this practice was set up for the classroom
environment, and is not part of the as-delivered application.
a. Navigate to Sales > Territories.
b. Perform an advanced search to locate the root territory.
1) To the right of the List field, click the Advanced Search icon.
f. Notice:
• Type = Prime for all the territories except NA Inside Sales and NA Sales
Consulting.
This means that each child Prime territory should differ in at least one dimension
from the parent and from each other. The Overlay territory need not differ from the
other territories.
• For every territory, Geography = North America.
• While 3 of the territories (NA Business Sales, NA Inside Sales, and NA Sales
Consulting) all have Product = Business Products and Business Services, the NA
Business Sales - Products territory has only Business Products and NA Business
Sales - Services territory has only Business Services.
This is sufficient to separate these two territories.
• For every territory, both Industry and Organization Type = Any. This indicates that
industry and organization type are unused dimensions in this part of the hierarchy.
• In the Customer Size column, if you click the "4 more" link, you will see that size =
Very Large, Large, Medium, Small, and Very Small for all the territories except Key
Accounts (Size = Any).
• For every territory, Sales Channel = Direct and Business Unit = Any.
• For Key Accounts, Account Type = Named, while for NA Business Sales -
Products and NA Business Sales - Services, Account Type = Not Named.
This is sufficient to separate Key Accounts from the products and services
territories.
• For all the territories, Customer Type (an auxiliary dimension) = Business.
Conclusions:
• NA Business Sales, NA Inside Sales, and NA Sales Consulting all have the same
dimensions and therefore the same coverage. Thus whenever you create an
account in North America and specify its size, with Sales Channel = Direct and
Customer Type = Business, you should see a sales, an inside sales, and a
consulting territory assigned.
Goals
• Create and verify a new child territory as an end user
• Create a new territory as an administrator by creating and activating a territory
proposal
Time
20 - 25 minutes
Overview
In this practice, you will first create a new child territory for an existing territory as an end user,
using Geography and Industry dimension coverage to distinguish your territory from existing
territories and from other students' territories. You will notice that changes made in this way take
effect immediately. You will then create a territory proposal to create a similar territory in a
different country. You will then activate the territory proposal and verify the results. Use the
industry that corresponds to your student number in this table:
Tasks
1. Navigate to Sales > Territories.
2. Verify the existing territories.
a. Perform an advanced search to locate the root territory.
1) Open the List list.
2) Select Create or Edit Lists.
3) Set Name Starts with Global Sales.
4) Click Search.
b. On the right, drill down on Global Sales.
c. Navigate to APAC Direct Sales, the territory to which you will be adding your territory.
1) On the left, click the Child Territories tab
2) Drill down on Global High Tech Sales.
3) On the left, click the Child Territories tab.
4) Drill down on APAC Direct Sales.
5) On the left, click the Child Territories tab.
6) Click Australia or New Zealand depending on your student number:
For student number 1-20, click Australia.
For student number 21-40, click New Zealand.
d. On the left, click the Child Territories tab.
You may or may not see other child territories at this level.
e. If any territories are listed, verify that there is no territory corresponding to your industry
shown; for example, if you are student 13, verify that there is no "AU Media &
Entertainment" territory.
3. Create a child territory.
a. Click Create Territory.
This is user-level territory management. You must enable it as an implementer or
administrator for users to be able to do this.
Goals
• Explore territory management profile options
• Explore territory management lookups
Time
5 - 10 minutes
Overview
In this practice, you will explore territory management profile options, lookups
Tasks
1. Explore territory management profile options.
a. Navigate to Setup and Maintenance.
b. Query for Define Territory Management Profile Options.
c. Drill down on the result.
d. Examine the available tasks:
• Define Default Proposal Owner specifies the default owner for objects that cannot
otherwise be assigned.
• Define Drill Through Record Threshold specifies the maximum number of records
to retrieve for an assignment preview.
• Define Cube Outline Language specifies the language to use in cube analyses.
• Define if Stage and Promote Processes Continue if Error is Detected allows
synchronization processing of dimension members to proceed even if one member
is found to be in error.
• Manage Calendar Profile Options allows you to set the default accounting
calendar.
• Manage Currency Profile Options allows you to set the common corporate
currency and exchange rate type.
e. Determine the default proposal owner.
1) Drill down on Define Default Proposal Owner.
2) Verify that the default owner is Bala Gupta.
3) Click Cancel.
4) Click Done.
f. Examine additional profile options.
1) Query for Manage Opportunity Profile Options.
2) Drill down on the result.
3) Click Search to perform an empty query and display all available options.
4) Scrolling down, notice:
Overview
In these practices, you will explore territory mappings. Because you are in a multi-user
environment, you will not perform any configurations.
Goals
• Examine how territory-based mappings are structured
Time
5 - 10 minutes
Overview
In this practice you will examine the structure and properties of an assignment object.
Tasks
1. If necessary, sign in to the application using your assigned login.
2. Start the task that manages assignment objects
a. If necessary, navigate to Setup and Maintenance.
b. Query for Sales Assignment.
c. Observe that two records are returned with Type = Task:
• A task for sales assignment manager objects
• A second task for sales assignment manager rules.
In this practice you will examine opportunity assignment objects.
d. Drill down on the Manage Sales Assignment Manager Objects record.
The page lists the set of assignment-related work and candidate objects. Note that
there are three work objects (Opportunity, Partner Account, and Revenue) that can be
assigned. There are four candidate objects that can be assigned. However the list does
not indicate which candidates can be assigned to which work objects.
g. Observe that there are no territory mappings displayed for this candidate.
This indicates that resources are assigned to opportunities using rule-based
assignment rather than territory-based assignment.
4. Identify the candidates for Revenue.
a. In the top "Manage Sales Assignment Manager Objects" section, select the Revenue
record.
This represents revenue lines for an opportunity.
b. Observe that the Work Object check box is selected.
c. In the Revenue: Details section, verify that the Candidates tab is still selected.
d. Observe there are two candidates listed: Credit Allocation Template and Territory.
e. Verify that the Credit Allocation Template record is selected.
f. Scroll to the bottom of the page and observe that there are no territory mappings nor
rule categories displayed for this candidate.
This indicates that credit allocation templates are not set up to be assigned in this
implementation.
g. In the Revenue: Details section, select the Territory record.
This indicates that territories are assigned to revenue items using both territory-based
and rule-based assignment.
5. Examine the mapping sets.
a. In the Revenue: Details (middle) applet, click the Attributes tab.
These are the attributes of the Revenue View Object that can be used in mappings. If
you need to map an additional attribute of the Revenue object, you would add it here
before editing the mapping.
b. Click the Candidates tab to return to the mappings.
c. At the bottom of the page, click the Territory: Mapping Sets tab.
d. Observe that there are two mapping sets listed.
e. Verify that the Sales Account Mapping Set is selected.
f. Scroll to the bottom of the page to the Mappings section.
g. Observe that there are numerous dimension mappings that are used to match
territories.
h. Observe that for each dimension (Type = Dimension), an attribute in the work object is
specified.
This indicates how a work object is associated with dimensions.
i. Observe that for each dimension, the candidate object attribute is "Dimension
Sequence Low".
This is standard for territory assignment.
j. Observe that there are several literal mappings at the end of the list:
Overview
In these practices, you will configure rule-based assignment.
Goals
• Create a rule that assigns a resource to an opportunity
Time
5 - 10 minutes
Overview
In this practice you will create a rule that assigns your user to the sales team for all opportunities
where the opportunity revenue is greater than $100,000. Configuring the rule requires setting a
profile option to reference the new rule. While you can set this profile option at the user level,
setting the option that determines whether to use territory- or rule-based assignment is only
available at the site level, so you will have to cooperate with other students when setting it.
Tasks
1. If necessary, sign in to the application using your assigned login.
2. Start the task.
a. Navigate to Setup and Maintenance.
b. Query for Manage Sales Assignment Manager Rules.
c. Drill down on the result.
3. Create a rule set.
a. In the Rule Sets section, set Category = Sales Team Member Recommendation
Default Rule Category.
b. In the Rule Sets section, click Add Row.
c. In the Rule Sets applet, set Name = OSC Rule Set nn, where nn is your student
number.
d. Click Save.
Saving frequently ensures you will not accidentally lose your work.
This error is harmless, and means another user already set the value.
1) In the Search: Profile Option section, set Profile Option Code =
MOO_OPTY_DEFAULT_ASGN_MODE.
2) Click Search.
3) Verify that the search returns the desired profile option.
4) In the Profile Values section, if necessary set Profile Value = Both.
5) Click Save.
g. Verify the profile option to enable automated assignment of an opportunity when the
opportunity is saved.
1) In the Search: Profile Options section, set Profile Option Code =
MOO_OPTY_ENABLE_AUTO_ASGN.
2) Click Search.
3) Verify that the search returns the desired profile option.
Goals
• Test a rule that assigns a resource to an opportunity
Time
5 - 10 minutes
Overview
In this practice, you will test the rule you just created.
Tasks
1. Test the rule.
a. Navigate to Sales > Opportunities.
b. Click Create Opportunity.
c. Set Name = OSC Rule Test nn where nn is your student number.
d. Click Save and Continue.
e. In the Products section, click Add.
f. Set:
Type Product
Name <select the first product in the list>
Quantity 200
Estimated Price 100
g. Verify that the Amount = 20,000.00.
h. Click Save and Close.
i. Drill down on OSC Rule Test nn.
j. On the left, click the Team tab.
k. Verify that you as the creator of the opportunity appear as a team member, and that no
other students were added.
Other team members may have been added; just make sure no other students have
been added.
l. Click the Summary tab.
m. In the Products section, update Quantity = 2000.
n. Verify that the Amount = 200,000.00.
o. Click Save.
If you see an error, simply click OK. Then click Save again.
p. Click the Team tab.
Goals
• Restore the original behavior of opportunity assignment
Time
~5 minutes
Overview
In this practice you will reset the profile options to restore the original behavior.
Tasks
1. Delete the rule set.
a. If necessary, navigate to Setup and Maintenance.
b. Query for Manage Sales Assignment Manager Rules.
c. Drill down on the result.
d. Set Category = Sales Team Member Recommendation Default Rule Category.
e. Select the OSC Rule Set nn record, where nn is your student number.
f. Delete the record.
g. Click Yes to confirm.
h. Click Save and Publish.
i. Click OK to dismiss the Processing dialog.
j. Click Save and Close.
2. Return to the profile options task.
a. In the Setup and Maintenance page, query for Manage Opportunity Profile Options.
b. Drill down on the result.
3. Restore the profile option so that it doesn't look for the rule set group.
a. In the Search: Profile Option section, set Profile Option Code =
MOO_OPTY_AUTO_ASGN_RULE_SET_GROUP.
b. Click Search.
c. Verify that the search returns the desired profile option.
d. In the Profile Values section, select the record associated with your user.
e. Click Delete.
f. Click Save.
This error is harmless, and means another user already set the value.
a. In the Search: Profile Option section, set Profile Option Code =
MOO_OPTY_DEFAULT_ASGN_MODE.
b. Click Search.
c. Verify that the search returns the desired profile option.
d. In the Profile values section, if necessary set Profile Value = Territory-based
Assignment Only.
e. Click Save and Close.
Overview
In these practices, you will verify the forecasting options.
Goals
• Explore forecasting options
Time
5 - 10 minutes
Overview
In this practice you explore the forecasting options.
Tasks
1. If necessary, sign in to the application using your assigned login.
2. Start the task.
a. Navigate to Setup and Maintenance.
b. Query for Select Forecasting Options.
c. Drill down on the result.
3. Examine Forecast Period Parameters.
a. Notice the Forecast period is set to a quarter which is typical.
b. The Adjustment Period is a read-only field and displays the period type that was
selected when the accounting calendar was set up.
c. The Forecast Frequency is 4 which generates 4 submission windows. This supports
holding forecasting once every 3 weeks or so in the quarter (4 times in a quarter).
d. The First Forecast Due Date is set to 5 days after the forecast period start date so the
submission window ends very early in the period; probably for a preliminary forecast.
e. The Territory Freeze Date is set to 5 days before the forecast due date because we
want the forecast submission windows to start at the beginning of each period.
f. The Number of Scheduled Periods is set to 5 because we want to view forecasts for 4
quarters, plus a fifth period, most likely for adjustments.
4. Examine Unadjusted Forecast Criteria region.
a. Enable Product Totals is checked which means users can adjust forecasts by product
rather than by territories.
Product Hierarchy Depth is 4.
Goals
• Explore forecasting processes
Time
5 - 10 minutes
Overview
In this practice, you explore the Refresh Revenue Metrics process which is one of several
processes that need to be scheduled to keep your forecast up to date. The forecasting process
can only be started by one person which will be your instructor. Also, the forecasting process
will be cancelled for classroom performance reasons.
Tasks
1. If necessary, sign in to the application using your assigned login.
2. Start the task.
a. Navigate to Setup and Maintenance.
b. Query for Run Refresh Revenue Metrics Process.
c. Drill down on the result.
3. Set the process schedule.
a. In the upper right, click Advanced.
b. Set Run = Using a schedule.
If the schedule fields do not appear, click the Notification tab and then click the
Schedule tab.
c. Set Frequency = Hourly/Minute.
d. Set:
Hour(s) 0
Minute(s) 10
Start Date <today>
End Date <tomorrow>