03 Extensibility PDF

ORACLE SALES CLOUD
IMPLEMENTATION PARTNER WORKSHOP
Oracle Sales Cloud
Extensibility
Oracle Product Development
January 2014
1
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
Proprietary and Confidential - Distributed to Authorized Customers.
Subject to Safe Harbor.
Safe Harbor Statement

The following is intended to outline our general product direction. It is intended
for information purposes only, and may not be incorporated into any contract.
It is not a commitment to deliver any material, code, or
functionality, and should not be relied upon in making
purchasing decisions. The development, release, and timing of
any features or functionality described for Oracles products
remains at the sole discretion of Oracle.
Content Subject to Change

The information in this presentation is correct as of the presentation date.
However, Oracle Sales Cloud continues to evolve and software patches are
applied frequently; therefore this information is subject to
change. Check with your Oracle Representative for updates.
This content is not warranted to be error-free.
Extensibility Topics
What implementation and process tools are used in OSC?

How do you extend the product to meet your customers requirements?
How do you handle and test extensions and customizations before actually
applying them?
When I need more complicated logic, what scripting support is available?
What extensibility features are available?
How do you configure and use OSC on mobile?
How do you migrate setup and customization data from one environment to an
other?
How do you configure and use Outlook for OSC?
Implementation process and

tools
Topics
Get Oracle
Sales
Cloud
Initial Setup
Learn
about Data
Shapes
Extend the
Application
Administer
Key Areas
Implementation Project Lifecycle
Implementation Tools: Functional Setup Manager
Common Tasks
Terminology
Implementation Tools: Composers
Additional references
Tweak the
Core SFA
Areas
Lifecycle Management
Go-live
Implementation Project
General Implementation Process
Functional Setup Manager

Application Composer
Initial Setup
Tasks
Setup Tasks for

Specific
Modules
Extend and
Customize
Import Data
Create
Territories
Validate Setup
&
Customizations
Migrate Setup
Data
Migrate
Customizations
Deploy Mobile
& Desktop
Clients
The Tools: Functional Setup Manager (FSM)

What is FSM?
An application that helps you organize, manage, and perform Oracle Sales
Cloud application setup tasks
Review documentation and other help on offerings

Select offerings, options, and features
Generate a set of setup tasks to implement the offering
Perform the tasks to complete the implementation
FSM's "Getting Started" page
The Tools: Functional Setup Manager (FSM)

What is an Implementation Project?
A set of setup tasks that you will need to do to implement the offering
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Are good tools to help you keep track of tasks that you need to do, have
already done, or want to revisit
Can be exported and imported into other environments
Are necessary to export setup data for import into another environment
Implementation Projects
Implementation projects include all of the tasks that can be

done to fully implement one or more offerings
Not all of these tasks must be performed for every
implementation project:
Some tasks are common across multiple offerings
Some tasks are optional
Some tasks may have already been done as part of other
implementation projects
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Common Administrative Tasks
Are usually found in Define Common Configuration

task lists
Need only be performed once
Common configuration tasks need only

be performed once per implementation
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Optional Tasks
Do not have asterisks
Asterisks indicate required tasks
Are not required to complete an implementation
Frequently this is because the default values are sufficient

May be deferred until later if you are performing a "proof of concept" or
simple "initial configuration"
May be deleted, but use caution when doing so
The "Define Lead Management" task list is not required, and

may be deleted from your implementation project if you do not
plan to implement it for this particular deployment phase
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Other Tasks
If your implementation project is not the first implementation

project for an offering, other tasks may have been performed
that do not need to be performed again
Mark as Completed any other tasks or task lists that are not
required for your implementation
If you have already set the levels of risk for

opportunities, you do not need to do it a second
time
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Review: Import and Export Services

Use Functional Setup Manager to:
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Export and import implementation projects (task lists)

Export setup metadata from one environment and import it to
another environment
Common Tasks of Functional Setup Manager
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Set Profile Options

Manage Lookups
Create
Classifications
Import Data
An opportunity's task type is

one of the lookups managed
in a Sales implementation
project
Profile Options
Are individual settings within a profile
Are associated with profile option values
The profile option value is the current setting of the profile option
Are managed by profile-specific tasks or task lists
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For example, setting a default close date for opportunities
For example, use the Manage Opportunity Profile Options task to

manage the Opportunity Close Date default
Lookups
Are entries used to populate a list

For example, lead ranks or lead status or task types that can be
associated with an opportunity
May need to be created or modified to support your business

requirements
For example, add additional opportunity task types
Are managed using lookup tasks in Functional Setup Manager

Lead rank managed as a
lookup
An opportunity's task type
is one of the lookups
managed in a Sales
implementation project
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Classifications
Are entries used to classify parties (organizations, people)

For example, the industries or service level categories that you assign to
your customers
May need to be created or modified to support your requirements

For example, change the industry list or add a new classification category
Consist of classification categories and classification codes

Classification category describes the classification
For example, Organization Type
Classification codes are the values in the category

For example, Private Company, Non-Profit Company, and Public Sector
Organization
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Classifications
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Are managed in the Define Classifications Task Group
The Tools: File Import

Is an Oracle Sales Cloud feature that allows users to import
records from external files into the application
Is the only UI-based bulk import option for Cloud deployments
Use the "Manage File Import Activities" task to create a new
import activity
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The Tools: Extensibility

Functional Extensions
SAAS Enabled
Design Patterns
Admin User
Web Based
Zero Downtime
Sales Cloud Apps
UI Customization
Page Composer
Rich persona based UI

Personalization
Portlets/Mashups
Wizard Driven
Analytics
Business Process/Logic
Process Composer
Web-based
customization
Deployment ready
processes
Palette/Grid based
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Reporting/Analytics
Reports Composer
Admin created data
structures
Measures
Aggregates/Rollups
End User driven
Facts/Measures
Web Center
The Guides Youll Want to Have
1. Getting started with Oracle Sales Cloud

2. Getting Started with Oracle Sales and Marketing Cloud
Service
3. Oracle Fusion Applications CRM Extensibility Guide
4. Oracle Fusion Applications File-Based Import Guide
5. Oracle Sales Cloud Information Library
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The Oracle Enterprise Repository
A comprehensive description of the underlying

business model
Web services
Table structures
Business logic
And so forth
Available at http://fusionappsoer.oracle.com/oer
Requires an Oracle support login
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Practice 03A: Implementation Project

This practice covers the following topics:
Create an Implementation Project
Add a task list to the Implementation Projects
Schedule a process to index data
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How do you extend the

product to meet your
customers requirements?
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Extensibility Feedback
Partners and Customers told us
We need a single place to configure all the UI including Desktop,
Simplified, Mobile and Outlook
We listened
With R8, Application composer is the place to go. Outlook,
simplified, desktop UI, mobile pages all of them can be configured
using Application composer.
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We would like to view different layouts for different business users based
on specific attributes of the user and the related OSC object. Achieving
this is too complex in the current framework.
We listened
With R8, a new feature called dynamic layouts has been introduced to
display different layouts at runtime based on login users role and object
the user is trying to access.
Coming soon
In R9, we have extended the feature of dynamic layouts to additional OSC
objects and grouping fields.
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They said it is too cumbersome to move from an object to its related object
and there by loosing the context. Can there be some sort of drill down into
the referenced object from the parent/reference object.
We listened
With R8, a new feature called configurable object drill down is introduced
which facilitates navigation of control from and to the related objects
without loosing the context.
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They asked if it is possible to navigate to the transaction record from the
Reports/analytics and to other reports from within a report ?
We listened
With R8, reports/dashboard drill down to transactional data and other
related reports are facilitated.
Coming soon
In R9, drill down to transactional data from reports/dashboard to be
extended to SUI.
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Topics
Get Oracle
Sales
Cloud
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Initial Setup
Learn
about Data
Shapes
Extensibility Capabilities
Object Extensions
Sandboxes
Extend the
Application
Administer
Key Areas
Tweak the
Core SFA
Areas
Overview: What is Extensibility?
Modify existing applications

Extend existing applications
View modifications immediately
Add new modules and application
All within the standards-based Oracle Fusion Middleware Platform

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Extensibility Capabilities Needed for Successful

Cloud Sales Implementation
Administration
Configuration
Web
Services/Groovy
Access Control
Object Workflow
Authentication /
SSO Services
Search
Engine
Reporting &
Analytics
Multi-Device
Multi-Language
MultiCurrency
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Strategy: Benefits
Open Standards
Driven
Uniquely
Innovative
Simplified
Complete
Abstracted for the business

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Allows for full lifetime

CRM Support
Sales Cloud Apps
Strategy: Composer Suite

Functional Extensions
SAAS Enabled
Design Patterns
Admin User
Web Based
Zero Downtime
UI Customization
Page Composer
Rich persona based UI

Personalization
Portlets/Mashups
Wizard Driven
Analytics
Business Process/Logic
Process Composer
Web-based
customization
Deployment ready
processes
Palette/Grid based
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Reporting/Analytics
Reports Composer
Admin created data
structures
Measures
Aggregates/Rollups
End User driven
Facts/Measures
Web Center
Cloud Sales Model Extensions

Key Capabilities
Data
Model
Standard and Custom Objects

Custom Attributes
Relationships (1:M/M:M/M:1)
Search
UI
Reporting
Indexing
Translation
Benefits
Designed to make Sales Operations
Security
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Logic
more productive and efficient

Change and augment the Sales
Cloud data model to meet customer
needs
Cloud Sales UI Extensions

Key Capabilities
Data
Model
UI
Reporting
Security
Logic
Create and Extend Custom Pages

Social Integration
Web/Mobile/Outlook
Dynamic Layouts
Sub tabs/Tree nodes
Actions and Links
Runtime page customization
Modify page layout
Add/Remove/Show/Hide/Move
Wizard-driven
Benefits
Easy to use
Changes applied instantly
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Cloud Sales Logic Extensions
Key Capabilities
Server Side scripting (Groovy)
Data
Model
Script Editor
Full Event Lifecycle
Webservice
Triggers
UI
Reporting
Validations
Object Workflow (ECA)
Conditional Required/Update
Benefits
Designed for System Integrators to
Security
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Logic
Customize/extend to meet different

business needs
Standards based architecture means you
probably have the skills on your team
Cloud Sales Security Extensions

Key Capabilities
Data
Grant/Revoke Privileges
Model
Functional Security
View/Insert/Update/Delete
Data Security
UI
Reporting
View All/Update All

Instance Level
Owner
Benefits
Designed for Sales Operations and
Security
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Logic
System Integrators to customize and

extend to meet different business needs
Fine tune your security model so that
people see only what they need to see
Cloud Sales Reporting Extensions

Data
Model
UI
Reporting
Key Capabilities
Custom Subject Areas
Custom Objects
Standard Objects
Relationships
Aggregates (sum, min, max)
Date Level
Marketing segmentation
Audit Trail
Integration with Simplified UI
Security
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Logic
Benefits
Designed for Sales Operations to
built custom reports
Based upon OBI standards
Cloud Sales Data Extensions

Key Capabilities
Data
Import/Export (Custom/Standard objects)
Model
Webservices (Custom/Standard objects)

XSD schema
Outbound Message action
UI
Reporting
Event Lifecycle
Approval Orchestration
Groovy Outbound Webservice
Customization Set Manager for Migration
Benefits
Security
Logic
Designed for Sales Operations

Allows for integration with your legacy
systems
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Strategy: Layered Customizations

Upgrade-Proof with Metadata Services Repository
Key Capabilities:
Common metadata store

Set up personalized content and
services for users
Stored as layers on top of base
application
1. Base Application
Deployed
2. On-Site Branding
3. LOB Branding
Benefits:
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Insulates users from updates and

patches
Used throughout Oracle stack
business processes, business
intelligence and applications
4. User Personalization
and more
Layered Customization
Page Composer
Runtime Client
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How do you handle and test

extensions and customizations
before actually applying them?
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Sandboxes
Temporary copies of portions of the MDS that are used to test
customizations before deploying them
Created by developers to make and test customizations

Can be published once testing is complete
Can be discarded if the customizations are unsatisfactory
Exist until they are explicitly deleted or published
Start with a Snapshot" of a point in time
If another user modifies the mainline, the sandbox will contain stale
information
IMPORTANT: While sandboxes prevent end users from seeing inprogress customizations, they do not prevent two developers in
two different sandboxes from working on the same object
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Active Sandboxes
A developer must activate a sandbox before customizing in it
Ensures that all customizations made by the developer are
stored in the sandbox copy of the MDS
Each developer may have only one sandbox active at a time

Any number of sandboxes can be created but not active
A currently-active sandbox is shown at the top of the

application screen
An active sandbox
An active sandbox
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Publishing Sandboxes
Copying sandbox metadata to the mainline is referred to as
publishing the sandbox:
Overwrites existing customization files with the sandbox
versions of the files
All sandbox customizations are immediately available to all
users
The sandbox is marked as read-only and is only visible in the
list of published sandboxes
Publish a sandbox to copy its metadata to
the mainline metadata
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Tips for Success: Sandboxes

Create an "Integration Sandbox" before starting development
This sandbox will be the "master repository" of approved changes
One developer per sandbox
Each developer has their own private sandbox that will never be
published
Everyone works on separate objects
Developers working on the same object in different sandboxes will not

see each other's modifications
Sandboxes should exist for a short period of time
Minimizes the risk of stale data in sandboxes
Never work against the mainline

Always do development work in the Non Production Environment
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Integration Sandboxes
Created specifically to contain all approved modifications
This sandbox is the only sandbox that is published
Only the integration sandbox
is published
Developer 1
Developer 2
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Session 1
Sandbox 1
Integration
Sandbox
Session 2
Sandbox 2
MDS
Database
Both developers migrate their

customizations into the
integration sandbox
Working with Integration Sandboxes

With an integration sandbox:
Each developer uses a dedicated sandbox to make his or her
own customizations
Once those customizations are completed, tested, and
approved, each developer re-keys in his or her customizations
into the integration sandbox
The integration sandbox is the only sandbox published
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Sandbox Considerations
Conflict resolution: If one developer publishes a sandbox and a
second developer tries to publish a sandbox that modifies one of
the already-modified objects, that developer receives a warning
that the object has been updated outside of the sandbox
The developer can choose to ignore the warning and publish
anyway, overwriting the original developer's modifications
Sandboxes only isolate Oracle Application Composer MDS

data
Any records created in the sandbox are written to the database
and are available to all users
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Deleting Sandbox
Deleting sandboxes cleans up the Metadata Services
repository and database layers
After you publish your integration sandbox, delete all
test-only sandboxes. Create entirely new sandboxes for
a new project.
You can delete only unpublished sandboxes
When you delete a sandbox, you should first confirm that
the sandbox is not active
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Practice 03B: Sandboxes

This practice covers the following topics:
Create a sandbox
Activate and explore a sandbox
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What extensibility features are

available?
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Extensibility Topics
Extend Model and Logic
Fields
Objects
Relationships
Groovy logic
Object Workflow
Web Services
Invocation from Groovy
Extend User Interface
Sub tabs, menus and buttons
Custom field extensibility
Create and Extend Custom Pages
Sub tab customizations
Actions menu and Action button

customization
Dynamic Layouts
Object Drill downs
Analytics
Web/Mobile/Outlook
Infrastructure
Modularity Consolidation
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Extend Model and Logic

Add custom objects
Add custom fields
10 custom field types
Add custom relationship
Parent child (one-to-many)

Reference relationship (one-to-many)
Dynamic Choice List (many-to-one)
Add groovy logic
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Conditional Required, Updateable

Validation rules
Triggers
Actions and links
More
Extend Classic UIs

Create work area
Add sub-tab
Related Objects
Context Link
Web Content
Expose custom fields

Edit UI layout
Add custom buttons
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Extend Simplified UIs

Add sub-tab to OOTB pages
Related Objects
Context Link
Web Content
Expose custom fields

Edit UI layout
Add custom buttons
Dynamic Layout (R8)
Drilldown on custom
dynamic choice list (R8)
Custom Object Card (R9)
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Simplified UI Sub tabs
Key capabilities
Summary Sub tab
Default OOTB Sub tab on any standard object in OSC
Cant be reordered or hidden, but can only be renamed
Add new Sub tabs by editing details page of a standard

object
Create Sub tab content using related or associated objects
Drill down into the child object
Example: Quote object as a child object to Opportunity object
Create Sub tab content using context link
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Simplified UI Sub tabs ..Contd

Create Sub tab content from common components
If a common component is added OOTB, they are not extensible
Example: Notes, Appointments, Tasks, Interactions etc..
Create Sub tab content using web content
Custom object as a top level object is not available in this

release
Sub tabs cant be deleted once created, but can be hidden
Reorder, hide/show, rename Sub tabs
Summary tab is an exception, can only be renamed
Embed Analytics
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Simplified UI Sub tabs - Embedded Analytics

SUI Analytics Page
8 Sub tabs
1)
3 Sub tabs OOTB
2)
5 Customizable Sub tabs
2
Configure tabs on business need using settings
Add content using page composer
Page composer on SUI
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Add content
Change layout configuration
Provides display options
Allows Resize
Allows to show/hide components
Provides option to set content style
Simplified UI Sub tabs - Embedded Analytics

SUI List Page
3 Sub tabs (Hidden OOTB)
Use settings to show the hidden sub tabs
Use Page Composer to add content to sub tabs
OSC Supported Objects
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Opportunities
Leads
Accounts
Contacts
Households
Simplified UI Menus and Buttons

Custom action item created under an OSC object can be added
to its associated SUI page layout
Action menu customizations
Add menu items under Actions menu
Organize and group the actions to appear in the Action Menu
Action items (Custom/OOTB) can only be shown or hidden, or

reordered but cant be deleted
An Action item can be part of action menu and an action button
Action Buttons
Action Menu
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Modularity Consolidation
Bi-directional extensibility across
Sales/Marketing/Customer Center
boundaries
Capabilities
Dynamic Choice Lists

Reference Relationships
Subtabs/Tree Nodes
Groovy (newView())
Shared Custom/Standard Objects
Limitations
Custom objects available in their app only
Sales Catalog not available in other apps
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Practice: Extensibility Enhancements

Practice 03C covers the following: Extending the Application
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Learn how to add new fields to the application

Learn how to use scripting and web services to run some business
functionality
Create and activate a sandbox
Create and test a new custom object
Create Custom fields and links in both Desktop UI and the Simplified
pages
Dynamic Layouts
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1. Dynamic Layout: Deliver Tailored UI Experience

Unlimited ways of presenting a single Oracle Sales Cloud
page, based on:
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Field Values of the Record

User Roles
Any Groovy Expression
When to Use Dynamic Layouts

Layout 1
Use Case
Use a custom Product Category field to drive
different opportunity details page layouts:
Services opportunities have a Solution Reviewer
(layout 2) while Software/Hardware dont (layout 1)
Only Sales Managers

will see this button
Layout 2
Use role-specific layouts to tailor the needs for

different users:
Only sales manager s will create new a quote from
an opportunity (layout 2)
Solution Reviewer field displayed only for

Service products.
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Define Page Layouts

Record Type field for object must
be created before using Type
criteria
How?
Consider what drives different

display LAYOUTS for a given page.
Design layouts using three types of
CRITERIA:
RECORD TYPE
ROLE
ADVANCED EXPRESSION (Groovy script)
Record Type field for Object must be

created before using Type criteria
Application Composer > Standard Objects > Pages > Simplified Pages
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Dynamic Layout - Advanced Expression
Groovy
View additional fields of an

Opportunity object (configured
on layouts)
Opportunity is of type HighTech

and its sales stage is
Qualification
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Manage Page Layouts
Runtime
Layout order can be re-ordered
At run time, layout conditions

are evaluated based on the
listed order:
From top to bottom.
First layout matching all criteria is displayed.

If no custom layout matches, default layout is used.
The Default Layout is always the last and cannot be removed.
Default layout criteria can not be edited.
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Additional Examples for Dynamic Layouts

Customers can have different UI layouts for:
Different Sales Methods, Sales Stages, or other business processes
Different user roles: Sales VPs, Sales Managers, Inside and Field Sales Reps
Based on login users profile, e.g. AMEA vs North America

Use all 3 types of criteria combined!
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How To Test Role-Based Layout?

For role-based dynamic layouts, is there any way to
access the page without giving a Sales Admin temporary
access via App Composer?
The recommended approach is for CRM Admin to create test
users with both the CRM Admin role (so they can access the
same sandbox) and the role being tested (e.g. Sales Rep, or
Sales Manager).
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Object Drill Down
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Object Drill down

Drill down into a related objects
Details Page
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Drill down is enabled on the custom

dynamic choice list
Drill down field initially is a regular
choice list
Upon selection of the field, the field
becomes a drill down link, with an
user option to clear the value and
select another value
Object Drill Down

Setting up Object Drill down
1. Select the related object you want to query to
populate the list
2. Select the related object field value you want to
display for the user's selection
3. Add the field to the SUI Layout
Example: Opportunity related objects

Account
Item
Leadetc
Opty > Lead > Campaign
Cancel to navigate back
Benefits :
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1. Maintain better user context

2. Better user experience with lower number of clicks
Practice: Extensibility - Layouts

Practice 03D covers working with dynamic Layouts:
Switching layouts dynamically based on
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Roles
Record Type
Composite conditions using Groovy
Combination of all the 3 dimensions
Practice: Opportunity Extensions

Practice 03E covers extending the Opportunity object for
Executive Sponsorship:
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Add a conditionally updateable checkbox field to a standard object

Add a fixed choice list with a default value
Add a dynamic choice list that is conditionally updateable
Add a formula field
Security on
Custom Objects
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Access Control for Custom Objects
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Access Control for Custom Objects
Functional Privileges:
Create
View
Update
Delete
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Data Security:
View All
Update All
When I need more complicated

logic, what scripting support is
available?
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Topics
Get Oracle
Sales
Cloud
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Learn
about Data
Shapes
Initial Setup
Groovy Builder
Types of Scripts
Runtime Messages
Extend the
Application
Administer
Key Areas
Tweak the
Core SFA
Areas
Scripts
Used to add business logic to an application:

Calculate or validate values for fields
Make a field conditionally required or updateable
For example, configure a Status field such that only a manager can set
Status = Closed
Update field values based on events

Execute programmatic logic in response to a trigger
And so forth
10
Written in Groovy for Oracle Sales Cloud applications
Groovy Builder
Built-in Oracle Sales Cloud tool for writing Groovy scripts

Common Groovy
functions
Available objects
and fields
Invoke a web service

Keywords such as
"oldValue" and
"newValue" for fields
Code validation tool tests for

undefined variables, incorrect
syntax, and more
Editing pane with line numbers,

color-coding, and auto-indenting
10
Field: Conditional Properties
Scripts that affect a single field are typically created on the

Edit page for that field:
The script to calculate the value of a formula field
A script to make a field conditionally required or updateable
A script to calculate a default value for a field
Use Oracle
Application
Composer to edit a
field
Create scripts that

determine when the field
is required or updateable
Create scripts that

calculate the default
value of a field
10
Server Scripts
Scripts that affect objects are typically created under the

"Server Scripts" page for an object:
Object-level validation rules, triggers, or functions
Field-level validation rules
Scripts include validation rules, scripts
that run as a result of a triggering event,
or reusable functions for the object
Navigate to the Server Scripts page of an

object to create or edit object-level scripts
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Global Functions
Functions that are available to other scripts in the application

Can manipulate all available objects and fields in the application
Are created and managed using the Global Functions link in
Oracle Application Composer
Click Global Functions to

create or edit global functions
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Actions and Links
Allow you to invoke a function or navigate to a URL from

within an object's page
Actions have their behavior determined by the Source field
Script: Run a script when the action is selected
URL: Navigate to a URL when the action is selected
Links provide links to URLs on object pages

Actions open the URL in the current window; links open the
URL in a separate window or tab
Select Script or
URL
Select Action or
Link
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Select or write the script to take

action and/or return a URL
Web Services Invocation From Groovy
Loosely typed
Synchronous
Consume client certificates
Create secure/unsecure
connections
None
User/Pass SSL
User/Pass Message
Protection
Within Oracle Domain
SAML Token SSL
Groovy editor
10
Additional Scripting Notes
Formula fields are not recalculated automatically; you must

set one or more "Depends On" fields for them.
The formula is recalculated every time a "Depends On" field
is updated.
The "Required" and "Updateable" scripts also have a

"Depends On" setting.
Allows recalculating whether a field is required or updateable
when the value of another field changes.
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Exceptions
Use ADF exceptions to:

Prevent a script from completing
To generate an exception and immediately stop processing in a
script, use adf.error.raise(null)
Prevents the script from completing its task
Displays the error message to the user
Display error or warning messages to end users

Use adf.error.warn(null) to present a warning dialog to the user
without stopping processing
This is particularly useful in validation scripts where you do not
want to prevent the record from being saved
10
Runtime Messages
Informative messages added to scripts that can be

reviewed by developers to monitor script behavior
Enabled on an application-by-application basis
Reviewed in Oracle Application Composer
Generated using println() function calls Select 'Enable Application Script
Logging' to enable run time
messages for the application
Each application
has its own set of
runtime messages
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Practice 03D and 03F

Practice 03D covers:
Calling a web service via a groovy scrip
Creating a custom object
Practice 03F covers:
Extending Opportunities to allow for executive sponsorship
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Oracle Sales Cloud

Mobility and Outlook
Release 8
Muhammad Rehman Senior Director
Oracle Sales Cloud Product Management
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Agenda
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Oracle Sales Cloud Mobile Key Capabilities
Oracle Sales Cloud for Outlook Key Capabilities
Roadmap
Oracle Sales Cloud Mobile

Role-based Perspective of Mobile Benefits
Role
Objective
How to achieve Objective
Sales Rep
Enable more selling with mobile

tools that provide updates
without extra effort
Provide relevant information to increase

productivity, not just a tool for managers
Sales Exec
Improve forecast visibility

Increased collaboration between
managers and reps
Track updates to opportunities in real-time

anytime anywhere
Sales Ops
Customize the mobile

experience with easy to use
tools
Ensure tools are easy to use

More reps using results in better data for all
11

Key Capabilities
Real-time access to data
Contact & Calendar accessible offline
Read/Write access to key objects
- Contacts, Calendar, Tasks
- Customers, Leads, Opportunity, Notes, Interactions
- Alerts, Top level Custom objects
Forecast and Forecast Items: View/Edit/Submit/Adjust
Search & AroundMe
11

Key Capabilities
Disconnected Mode
Integration with Oracle Social Network
Interactive Analytics
Object Enhancements: Create Customers, Enhanced
Activities, Custom Child Objects
Support for Saved Searches
Automatic Geocoding
Oracle Voice
11
Mobile and Social
Broad Support for Devices & Platforms

Apple iOS 5.0, 6.0, 7.0
iPhone 3GS, 4, 4S, 5C, 5S & iPad
Android 4.0.2 and up

Smartphone and tablet (7 and 10) devices
5.0, 6.0, and 7.0

Models: Bold, Storm, Curve, Torch
12
Disconnected Mode
Access critical data anywhere, anytime
Offers Read access to data in
disconnected mode
Saves specific customer information
locally
Automatically stores recently viewed
information
Allows seamless transition between
online and offline accessibility
12
Oracle Social Network Integration

Collaborate with sales team members
Display conversations on Oracle
Sales Cloud Mobile objects (e.g.

Lead, Opportunity, Account, Contact,
Household and custom objects)
Show conversations in context
12
Enhanced analytics from your mobile device
Drill down to more detailed
information
View embedded charts
Show categories in a table
format
12
Custom Child Objects

Associate new custom child objects to parent objects
New customization options:
Add custom child objects
Define List and Detail views for
custom child objects

Search on Custom Child Objects
Deploy to all supported mobile
platforms and devices
12
Create Customers
Add new customers from anywhere, anytime
Create Customers
(e.g. Account, Contact or

Household)
12
Enhanced Activity Management

Create follow-ups and sales tasks
Appointments:
Create Interactions
Create Tasks
Remove Invitees
Tasks:
Create Interactions
Create Appointments
Remove Assignees
12
Saved Searches
Find critical information faster
Search precisely by using multiple
fields and selected record sets

Use equal, begins with,
contains, ends with to search

Saved Searches from desktop
browser are displayed on Oracle

Sales Cloud Mobile
12
Automatic Geocoding
Find Customers, Contacts, Leads and Opportunities near your location
AroundMe is now automatically
enabled
No customization is required
Location information is
automatically geocoded
12
Oracle Voice
Capture data faster
Execute transactions quickly using
voice interaction with text and touch
capabilities
Capture data faster and more
effectively with a conversational
approach
Augment existing mobile solutions
12

Demo
A Day in the life of Field Sales Rep
13

Key Takeaways
13
Key Takeaways
Disconnected Mode
Integration with Oracle Social Network
Object Enhancements: Create Customers, Enhanced
Activities, Custom Child Objects
Support for Saved Searches
Automatic Geocoding
Oracle Voice
Mobile and Social
13
Oracle Sales Cloud

Oracle Sales Cloud for Outlook
13

Key Capabilities
Customer, Opportunity, and Lead data available

in Outlook
Calendar, Contact, and Task data consolidated
in Outlook
Sales reps can easily save customer e-mails to
SFA
Sales reps can access sales data while
disconnected from network
13
Oracle Sales
Cloud for Outlook

Key Capabilities
Complete a majority of Outlook customizations

directly in App Composer
Quickly access critical records using Favorites
Associate data in Outlook directly to records in Oracle
Sales Cloud
Faster synchronization and better diagnostic tools
improve the user experience
13
Oracle Sales
Cloud for Outlook

Search, Create and Manage Sales Data in Outlook
Opportunity
Customer
Lead
13
Outlook Configuration
Easy Customization using Application Composer
One configuration tool for all
Oracle Sales Cloud channels:

Web, Mobile and Outlook
Customize Layouts, Data
Synchronization, Event
Validations and Installation
Settings
Improve the customer experience
during patching/upgrade
13
Favorites
Find what you need faster
Allows users to mark Customers
and Contacts as favorites

Includes a Favorites filter to
make critical information easier to

find.
Quickly find the Customers and
Contacts that are most needed

Improve sync performance in
Outlook by syncing only favorites
13
Online Lookup
Increase sync time performance
Increase the performance of sync times by
associating data in Outlook to specific

records in Oracle Sales Cloud, including:
13
Contacts
Customers
Leads
Opportunities
Products
Product Groups
Resources
Improved Synchronization
Faster sync means quick access to data and improved productivity
Perform synchronizations faster
Download attachments only when
needed
Send Diagnostic files to a central
location to better manage user

experience
Enable users to forward error logs
14
Oracle Sales Cloud Video

Reps Sell More with Integrated
Email
14

Key Takeaways
14
Key Takeaways
Configuration in Application Composer - Complete the majority
of customization tasks using Application Composer
Favorites - Quickly access critical records using My Favorites
Online Lookup - Associate data in Outlook directly to records in
Oracle Sales Cloud
Improved Synchronization - Improve the user experience with
faster synchronization and better diagnostic tools
14
Oracle Sales Cloud Delivers

Release 8
Ease of Use
Simplified UI expanded to include: Account, Contact,
Forecasting, Sales Campaigns
Key sales rep processes streamlined
Improve Lead search and mass update of Leads
Intuitive Territory Management setup
Extensibility
Dynamic layout and child custom objects for Simplified UI
Simplified UI extension: custom objects, sub-tabs, buttons,
action menus, drilldowns
Full extensibility support in Account, Contact, Assets,
Forecasting
Extensible attributes in Assignment Rules
Core SFA
B2C Person Centric Contact Mgmt, Households, Sales
Predictor for B2C
Product & Unit based quotas
Partner self-service user registration
File based import/export for Territories
Audit objects: Sales Rep, Manager, Sales Planning
Social
Sharing Account Center (account, contact, and
groups/households) and custom objects and fields
14
Customer Data Management

Enhanced account and contact integrations
Survivorship framework to improve Account de-duplication
Geo code and spatial support
Mobile (Smart Phone and Tablet)
Disconnected mode
Oracle Social Network Integration
Custom child objects and Customer Create
Saved Searches and Automatic Geocoding
Analytics
Configurable Sales Dashboards
Historical Opportunity and Forecast trending
Embedded reports in simplified UI
Pre-built reports for Leads, Opportunities, Customers, Forecast and
Partners
CX Integrations
Marketing Cloud: Closed loop ROI reporting with opportunity sync.
Publish campaign attributes and marketing responses
DaaS: Enable real-time Account and Contact data enrichment
EBS: Bi-directional sync of account and contact from Sales Cloud to
EBS. Manage EBS quotes from Sales Cloud
JDE: Sync account, contact and manage quotes from Sales Cloud
Outlook Integration
Customization through Application Composer
Oracle Sales Cloud

Roadmap
14
Oracle Sales Cloud Roadmap

Release 9
Core SFA
Simplified UI enhancements for Forecasting, list management,
Sales Predictor rules, and Sales Lightbox
Simplified UI for Channel Manager role
Consolidated activity management
Global Search with auto-suggest, including custom objects
Improved file import/export with round-trip support
Extensibility / Customization
Simplified UI support for Custom Object / Card Page
Support M:M custom objects
Dynamic layout enhancement to support Field Groups
RESTful Web Services for Standard and Custom Objects
CX Integrations
CPQ Cloud bi-directional accounts and quotes
Marketing Cloud activities available in Sales Cloud
Service Cloud bi-directional accounts & contacts. Create Incidents
from Sales and Leads from Service. Update service incidents
Real-time Account and Contact data enrichment through DaaS
EDQ: address verification & Account/Contact matching
JDE: enhancements including bi-directional account sync
Siebel: account, contact, activity, and opportunity bi-directional
synchronization. Punch-out to service requests from Sales Cloud.
View quote history from Oracle Sales Cloud Mobile
Outlook & Lotus Notes Integration

Oracle Sales Cloud to Lotus Notes Integration
Mobile
Enhanced Extensibility with role-based dynamic layout
Support for attachments
Automatic binary deployment and client monitoring
Dynamic layout based on Roles, Record Type and Expression
Native Contact De-duplication
Embedded OSN integration
Incentive Compensation
Analytics
Compensation Plan report and acceptance workflow
Simplified UI Report Center
New parameterized expressions for plan formula
Embedded analytics on list view pages
New integrations for currency conversion rates, and rule hierarchy
Combine custom and OOTB subject areas in reporting
Quota export for Incentive Compensation integration
New BI subject areas and OOTB reports, including PRM and
Activities
14
Oracle Sales Cloud Roadmap

Release 10
Core SFA
Unified home page and navigator
Simplified UI enhancements (Alta skin, global header, button
overflow, and longer pages)
Configurable home page with notifications and infolets
Team calendar in Simplified UI
Enhanced support for recurring revenue on opportunities
Forecasting roll-up and adjustments by product groups
Multi-Org / BU
Simplify security roles
Simplify assignment rules administration
Mobile
Support for quotes (CPQ Cloud integration)
Core SFA features including Global Search with type-ahead, calendar
enhancements, RTF format support for notes, additional child objects
including Service Requests, Install base, Product recommendation,
Relationships
Extensibility / Customization
Mobile extensibility with dynamic layouts for Analytics &
Springboard, actions and links, field grouping with
reordering, and custom icons for standard or custom objects
Remove modularity dropdown in App Composer
Enhancements to custom subject area (CSA)
Territory assignment using custom attributes
Improve App Composer performance and usability
Outlook & Lotus Notes Integration

Create/Edit CRM objects within Lotus Notes
Support Field & Expression Dynamic Layout
Analytics
Enhanced OOTB reports for OSN and PRM
Share analytics reports across Oracle Social Network
New OOTB reports for historical trending, activities, forecasting,
accounts/contacts, etc
Incentive Compensation
Simplified UI for participant and participant manager roles
Estimated Compensation Web Service
BI Rule Hierarchy and Currency Dimension
PaaS + SaaS
Expanded footprint of RESTful Web Services
String Editor enhancements (mobile, desktop, and BI
support)
14
Additional Resources
Video
Oracle Sales Cloud Mobile (Sales Rep using Smartphone):
http://www.youtube.com/watch?v=pj7vCfuidkg
Oracle Sales Cloud Mobile (Sales Manager using Tablet):
http://www.youtube.com/watch?v=16dgyX6EAPw
Oracle Sales Cloud for Outlook (Sales Rep using Desktop/browser)
- http://www.youtube.com/watch?v=TKe9Z2R1fbs
Contact us on OSN
Oracle Sales Cloud Mobile conversation: [Oracle Internal]
https://osn-fusioncrm.oracle.com/
14
Practice: Mobile Devices

Practice 03F covers Basic Tasks on Mobile Devices
Search opportunity
Review opportunity layout
Edit opportunity sales stage
Create and update an event
View conversation
Review contacts
Review analytics
Review forecasts
Review AroundMe
14
Practice: Configuring the Mobile Application
Practice 03F-2 also covers Configuring the Mobile Application
15
Prerequisites:
Create sandbox
Create custom field on opportunity
Create custom object
Create custom child object
Activate sandbox
Add custom field to opportunity detail page
Add custom object to home page
Add custom child object to account page
Add a report to the analytics page
Remove Alerts from home page
Explore password save options
Verify changes in sandbox
15
How do you migrate setup and

customization data from one
environment to an other?
15
Migration Feedback
Partners and customers told us
They said too much of overlap between CSM and Extension
manager, can these tools be consolidated?
We listened
In R8, CSM encompasses all the customization migration, no more
extension manager.
15
Migration Feedback
Partners and customers told us...
They said it is difficult to migrate reports, analytics, dashboards
without migration tool.
We listened
With R8, CSM takes of migration of reports, analytics and custom
subject areas.
15
Topics
Get Oracle
Sales
Cloud
Initial Setup
Learn
about Data
Shapes
Extend the
Application
Administer
Key Areas
Tweak the
Core SFA
Areas
The Migration Tools
Before you begin migrating with Customization Set Migration
Tips for Success
15
Test/Stage
FSM-CFG-PKG
CSM
Setup Metadata
Setup Metadata
Customization
Metadata
Master Data
Historic
Transactions
Transactions
Customization
Metadata
Production
FSM-CFG-PKG
CSM
Transactions
Go-live
Implementation Project
Customization
Metadata
Master Data
Historic
Transactions
Legend
FSM-CFG-PKG Functional Setup Manager Configuration Package Export/Import
CSM Customization Set Manager Export/Import
15
Setup Metadata
General Implementation Process

Initial Setup
Tasks
Setup Tasks for

Specific
Modules
Extend and
Customize
Export and import setup data and

customizations across Oracle Sales
Validate Cloud
Setup
Create
Import Data
and
environments
on Territories
the same release.
Customizations
Migrate Setup
Data
15
Migrate
Customizations
Deploy Mobile
& Desktop
Clients
The Tools
Functional Setup Manager (FSM) used to migrate setup data
Application that helps you organize, manage, and perform
Oracle Sales Cloud application setup tasks
Customization Set Migration (CSM) used to migrate:

All Sales Cloud customizations
Customizations for other Fusion Applications (not just Sales
and Marketing)
15
Functional Setup Manager Setup Data Migration

Lookups/Profile
Options
Product Group
Promotion
Geography Data
Sales Stage
Sales Method
Opportunity
Assignment Rule
Sales Lead
Assignment Rule
Sales Status
Contract Type
Territories
Migration Services
FSM supported
15
Need manual re-configuration

Resource Roles
& Hierarchy
Customization Migration
Migrate most customizations and extensions made using:
Page Composer
Functional Setup Manager (certain tasks):
Manage Menu Customizations
Manage Standard Lookups
Manage Common Lookups
Security
Security privileges associated only to custom objects are migrated

Any changes to APM like duty roles, hierarchy changes, privileges
and security policies are NOT migrated.
Note: The Oracle Fusion Applications Extensibility Guide has information
about items you can migrate if you have an on-premise implementation.
16
Customization Migration
But you must manually recreate:
Web service credential information

Customizations for Incentive Compensation
Security changes in APM made outside of App Composer
Import / export artifacts These are generated with a click of a button

In Release 8, customizations on following objects are also migrated
by CSM:
16
Email templates
Custom subject areas
Reports (BI Custom Reports), analytics, and dashboards
How Does Customization Migration Work?
You need an Application Administrator role to use Customization

Migration
Use the Customization Migration page to export and import
customizations
Customizations created in a source environment are exported in the
form of a Customization Set
A Customization Set is then applied to a target environment
In the application, customization set includes all customizations

identified for the following types
Application artifacts
CRM e-mail templates
CRM common components
16
How Does Customization Migration Work?
Use the Outgoing tab to:

Create customization sets
Download customization sets to a compressed folder
Use the Incoming tab to:

Import the extracted customization set to the target environment
Apply and restore customization sets
16
Only the last imported customization set can be restored
Navigator > Customization Migration
CSM is accessed as a
sub-menu item Migration
under the Customization
menu in the Navigator
Use Outgoing Tab to
Create Customization Set
16
Monitor Progress of the Export Request

User can click Log to monitor export
progress of the customization set
Individual status for each of the following 3
sections are reported
Application Artifacts
CRM e-mail templates
CRM common components
Possible statuses on each of the sections are
In Progress
Error
Succeeded
Overall status of the export process is a
consolidated status from all of the 3 sections
Overall status is Succeeded only when all

of the 3 sections report Success
Ready for Download
16
Download the Migration Set; Then Compact

On Download
Customization Migration set with a
.jar file extension
On Delete
Download button is disabled
Customization set is compacted
16
Use Incoming Tab to Upload Customization Set

Incoming tab - Enables customers to upload, apply and restore
customization sets
Upload
Apply
When the user clicks Apply, Restore is disabled and remains disabled until
the apply completes
Restore
16
Upload Customization Set is enabled only when an upload isn't in process

and all preexisting customization sets are compacted
Restore previous customization set
Apply the Customization Set or Compact to Remove

On errors during the
import, all changes
are automatically
rolled back, reverting
target to the state
prior to import
If you discover
something wrong
after import, you can
restore the previous
customization set
16
Restore the Last Applied Customization Set

When the user restores, that
customization set becomes
the last applied, and the last
applied moves down with the
Restore button
Like the Create, the Restore
is a long-running operation
and may be in an in-process
state for a while.
Restore also has an Abort
button while in process
User personalization performed after a customization set is applied are lost if

you restore that customization set.
16
Before you begin migrating with Customization

Migration
Make sure:
Users are logged off during import
No one is publishing customizations in the source
environment during the export process
17
Tips for Success
Both environments MUST be on same release, not necessarily on

the same patch
CSM will only work across same releases

In Release 8, you can migrate across patches of a same release.
Patches should involve no data model changes, or import may fail
Recommend that target and source are same release prior to using CSM
Make all customizations and extensions in test environment

Use Customization Migration to move changes to production
Make all new customizations and extensions in a sandbox
17
An exported customization set does not include customizations that are

in sandboxes
This prevents you from including in-progress customizations in a
customization set
Tips for Success
Do not manually perform the setup tasks in Functional

Setup Manger that will be migrated in the customization
set
Do not duplicate the migration of objects that can be
migrated using both CSM and FSM
If you are using CSM, then you should not use FSM for
lookup and menu movements
Perform your Customization Set import at a time when

there are no users logged into the system
The import process may disrupt some user activities
17
Tips for Success
17
Commit or delete any sandboxes before you use it to

import new customizations
Do not modify the exported customization files
Always import supported customizations to the target
environment (do not manually create them)
Manually create any unsupported customizations in the
target environment
Use the most recent exported files to import
customizations to the target environment
Practice: Migrating Setup Data

Practice 03H covers the following topics:
17
Export Functional Setup Manager data in a configuration package
Oracle Sales Cloud

Integrations
17
ERP Customers Steps to the Cloud

4
Service Cloud
Contact
Center/Knowledge base
ERP
Opportunity to
Quote and Order
Fulfillment
or
or
Marketing Cloud
Sales Cloud
Integrated Marketing
Campaigns & Leads
CPQ
Configure, Price,
Quote
Configure to Quote
17
Siebel SFA to Oracle Sales Cloud SFA
Opportunity to Quote/Order Management

Sales Cloud
Create an Quote/Orders from Opportunities
Integration Points
Expand account/contact to bi-directional synchronization with punch-out from OSC customer center and
opportunities into Siebel quote/order
17
Oracle Sales Cloud to Marketing Cloud
Marketing Leads to Opportunity with Closed Loop Reporting
Integration Points
Bi-directional synchronization of customers, prospects, contacts, leads, opportunities, campaigns, and

responses between Marketing and Sales Cloud. Includes embedded digital profile in Oracle Sales Cloud and
achieves full ROI reporting. Leverages shared Sales Cloud to Siebel accounts/contact and opportunities.
17
Oracle Sales Cloud to CPQ Cloud

Opportunity to Quote
Accounts
Contact
Quote
Opportunities
Integration Points
Bi-directional synchronization of customers, contacts, opportunities, quotes, and orders between CPQ and
OSC. Integrates opportunity to configure, price, and quote into OSC. Quote and order information from CPQ
cloud is embedded in Oracle Sales Cloud. Leverages shared account/contact uni-directional synchronization
(from OSC to Siebel) and opportunities/lead synchronization (bi-directional.)
17
CPQ
Oracle Sales Cloud to Siebel Service
Opportunity to Service Requests
View Service Requests

Update Service Requests
Create Service Request
Integration Points
View service request in Sales Cloud and create service request in Siebel Contact Center through punchout.
18
Sales Cloud to E-Business Suite 12.1.3

Opportunity to Quote
EBS Quotes, Configuration, Pricing
Create Quotes
Update Quotes
E-Business Suite ERP

Sales Cloud
Accounts
Data Sync
Contacts
18
Accounts
Contacts
Sales Cloud to JDEdwards 9.1

Cloud SFA with ERP Opportunity to Quote
JDE Quotes, Configuration, Pricing
Create Quotes/Orders
Update Quotes/Orders
JDEdwards ERP
Sales Cloud
Bi-Directional
Data Sync
Accounts
18
Accounts
Items of Note
My Oracle Support Articles

There is nothing stopping SIs from integrating today as all the
technology exists.
The published articles are helpers with mappings and sample
code that use the same technology (web services, UI
mashups) that are available now.
18
18

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ORACLE SALES CLOUD

IMPLEMENTATION PARTNER WORKSHOP

Oracle Sales Cloud

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

Proprietary and Confidential - Distributed to Authorized Customers.

Subject to Safe Harbor.

Safe Harbor Statement

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

Proprietary and Confidential - Distributed to Authorized Customers.

Subject to Safe Harbor.

Content Subject to Change

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

Proprietary and Confidential - Distributed to Authorized Customers.

Subject to Safe Harbor.

What implementation and process tools are used in OSC?

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

Proprietary and Confidential - Distributed to Authorized Customers.

Subject to Safe Harbor.

Implementation process and

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

Proprietary and Confidential - Distributed to Authorized Customers.

Subject to Safe Harbor.

Implementation Project Lifecycle

Implementation Tools: Functional Setup Manager

Implementation Tools: Composers

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

Proprietary and Confidential - Distributed to Authorized Customers.

Subject to Safe Harbor.

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

Proprietary and Confidential - Distributed to Authorized Customers.

Subject to Safe Harbor.

General Implementation Process

Functional Setup Manager

Setup Tasks for

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

Proprietary and Confidential - Distributed to Authorized Customers.

Subject to Safe Harbor.

The Tools: Functional Setup Manager (FSM)

Review documentation and other help on offerings

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

Proprietary and Confidential - Distributed to Authorized Customers.

Subject to Safe Harbor.

The Tools: Functional Setup Manager (FSM)

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

Proprietary and Confidential - Distributed to Authorized Customers.

Subject to Safe Harbor.

Implementation projects include all of the tasks that can be

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

Proprietary and Confidential - Distributed to Authorized Customers.

Subject to Safe Harbor.

Common Administrative Tasks

Are usually found in Define Common Configuration

Common configuration tasks need only

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

Proprietary and Confidential - Distributed to Authorized Customers.

Subject to Safe Harbor.

Asterisks indicate required tasks

Are not required to complete an implementation

Frequently this is because the default values are sufficient