Sales Cloud-R7 Upgrade Guide-071013

Oracle Sales Cloud
Release 7
Upgrade Guide
July 2013
TABLE OF CONTENTS
TABLE OF CONTENTS ..............................................................................................................................................2
OVERVIEW .............................................................................................................................................................3
RELEASE FEATURE SUMMARY ................................................................................................................................3
EASE OF USE ..........................................................................................................................................................5
SIMPLIFIED UI FOR COMMON TASKS ................................................................................................................................. 5

DESKTOP UI SEARCH AND NAVIGATION ............................................................................................................................. 9
MOBILE ................................................................................................................................................................ 14
FUSION MOBILE SALES (SMARTPHONE) ........................................................................................................................... 14

FUSION TAP ............................................................................................................................................................... 20
TERRITORY MANAGEMENT .................................................................................................................................. 23
INCREMENTAL IMPROVEMENTS ...................................................................................................................................... 23
SOCIAL ................................................................................................................................................................. 25
SOCIAL WALLS AND CONVERSATIONS .............................................................................................................................. 25
SALES ANALYTICS ................................................................................................................................................. 30
ADVANCED REPORTING ................................................................................................................................................ 30

ANALYTICS AND ORACLE SOCIAL NETWORK ...................................................................................................................... 35
MOBILE ANALYTICS...................................................................................................................................................... 38
EXTENSIBILITY ...................................................................................................................................................... 41
CONFIGURABLE APPROVALS........................................................................................................................................... 41
GROOVY WEB SERVICES INVOCATION .............................................................................................................................. 44
DESKTOP UI CONFIGURATION ........................................................................................................................................ 46
SIMPLIFIED UI CONFIGURATION ..................................................................................................................................... 47
MODULARITY CONSOLIDATION....................................................................................................................................... 48
APPLICATION COMPOSER ENHANCEMENTS ....................................................................................................................... 49
DATA MANAGEMENT .......................................................................................................................................... 52
IMPORT ENHANCEMENTS .............................................................................................................................................. 52
CLOUD ENABLEMENT ........................................................................................................................................... 56
TEST TO PRODUCTION MIGRATION ................................................................................................................................. 56
REVISION HISTORY ............................................................................................................................................... 59
Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Oracle Proprietary and Confidential. Page 2 of 59
OVERVIEW
This guide outlines the information you need to know about new or improved functionality in Oracle
Sales Cloud Release 7. Each section includes a brief description of the feature, the steps you need to
take to enable or begin using the feature, any tips or considerations that you should keep in mind, and
the resources available to help you.
The Release Feature Summary section below offers a summary of the actions required to enable each
feature.
RELEASE FEATURE SUMMARY
Some of the new Release 7 features are automatically visible to users after the upgrade and some
require action from the user, the company administrator, or Oracle.
The table below offers a quick view of the actions required to enable each of the Release 7 features.
Action Required to Enable Feature
End User Administrator Oracle Service

Automatically Action Action Request
Feature Available Required Required Required
Ease of Use
Simplified UI for Common Tasks 
Desktop UI Search and Navigation 
Mobile
Fusion Mobile Sales (Smartphone)   
Child Objects for Leads   
Forecasts  
Contact Photo  
Android Support  
Fusion Tap (iPad)   
Configuration in Application Composer   
Language Support  
Territory Management
Incremental Improvements 

Action Required to Enable Feature
End User Administrator Oracle Service

Automatically Action Action Request
Feature Available Required Required Required
Social
Social Walls and Conversations 
Sales Analytics*
Advanced Reporting 
Flexible Report Scheduling and Delivery 
Proactive Detection and Report Alerts 
Action and Navigation from Reports 
Enhanced Visualization 
Analytics and Oracle Social Network  
Mobile Analytics  
Extensibility*
Configurable Approvals 
Groovy Web Services Invocation 
Desktop UI Configuration 
Simplified UI Configuration 
Modularity Consolidation  
Application Composer Enhancements  
Data Management*
Import Enhancements 
Cloud Enablement*
Test to Production Migration 
* Note: The sales analytics, extensibility, data management, and cloud enablement features are
automatically available to Oracle Sales Cloud administrators upon upgrade to Release 7, but
administrators must make use of these features before end users see anything.

EASE OF USE
In Release 7, we are delivering many important usability enhancements to improve sales rep
productivity.
SIMPLIFIED UI FOR COMMON TASKS
Sales Cloud Release 7 has introduced a new, simplified user interface for the top tasks that sales
representatives accomplish in Sales Cloud on a regular basis. The new UI has a modern look-and-feel
that showcases “no training” principles within a browser application sized to enable both desktops and
tablets.
Your implementation may choose to introduce the simplified UI or not, depending upon your
requirements. The current desktop UI, as well as Sales Cloud’s native smartphones and tablet
applications, continue to be available within Release 7. All Sales Cloud UIs serve the same application
infrastructure, including shared data, security and analytic capabilities.
Below is a comparison of the desktop user interface and the new, simplified UI.
Simplified UI Desktop UI
Homepage
Lead Details

Opportunity
Homepage
Customer
Overview
Contact
Overview
Social

Appointments
Tasks
STEPS TO ENABLE
There are no steps necessary to enable these enhancements. Simplified UI is available by default for all
users with the Sales Administrator and Sales Representative roles. The simplified UI is accessed through
a separate URL which gives you the choice of when to make it available to your sales force. Oracle
communicates the new URL information to the administrators with the upgrade information.
TIPS AND CONSIDERATIONS
 When a sales rep needs to access more advanced features or more detailed information, they
can easily navigate to the desktop UI by clicking items with double arrow icons. For example,
More Details icon on the Actions menu or links within the Actions panels. And, they can easily
get back to the simplified UI by clicking on the Home link in the desktop UI.

 The administrator can easily select a color theme, icon style, button shape, and logo to
personalize the user experience from the Settings page. Changes will affect all users within 24
hours or after the next server restart.
Here are some of the examples of personalized skins:

 The administrator can create announcements from the Settings page.
The announcements will show up on the homepage.
DESKTOP UI SEARCH AND NAVIGATION
The search design has been greatly enhanced with Release 7, with specific improvements in the
following key areas:
 Usability and Consistency: We reduced the complexity of search and increased the UI
consistency across Opportunity, Lead and Customer Center. Here are some of the
enhancements:

 In the landing page, keyword search has been removed. We now have a simple search
option on the left side.
 The Basic Search panel has been removed. In addition, the advanced search panel is
collapsed and there are fewer search fields by default. Also, selective required notation
(**) has been removed.
 Search results can be sorted on more table columns, and are case insensitive.
 The number of rows displayed in the search result area is increased.
 Ease of Configurability
 Administrators can use a set of default seeded saved searches in Page Composer to add
additional search attributes to specific roles. For example, you can tailor opportunity
searches by "Product Group" and other custom Opportunity attributes and make them
visible only to specific roles. For more information, review Creating Opportunity Saved
Searches by Job Role Using Page Composer: Worked Example topic in Applications
Help.

 Role-based Saved Searches
 By using Page Composer, administrators can create a search visible only to specific roles.
For example, sales managers can have searches created specifically for that job role that
are not visible to sales reps. Likewise, sales reps can have saved searches created
specifically for their role that are not visible to other roles. For more information, review
Creating Opportunity Saved Searches by Job Role Using Page Composer: Worked
Example topic in Applications Help.
 User-based search filters

 Sales reps can personalize their saved searches easily. For example, they can hide
certain saved searches if those are not used often.
 Table filters in Lead and Opportunity modules are removed and replaced by the new
Record Set attribute. Sales reps can now use this attribute to filter records by various
visibilities. For example, a sales rep can search by the records that s/he owns or by the
records that are in his/her territory.
We also made significant efforts to improve the navigations in Release 7. The navigations for Customer,
Opportunity and Lead are now consistent and much more intuitive.

Whether users are in Customer Center or Opportunity, they can easily view cross-module information
by clicking the hyperlinks and drilling into the details.
For example, users can view an

opportunity directly inside Customer
Center.
Users also can now view the complete Opportunity or Lead information with all sub tabs within
Customer Center and vice versa.

In addition, when users click Cancel after viewing Contacts from Customer Center, it now navigates back
to the Contact page, instead of the landing page.
STEPS TO ENABLE
There are no steps necessary to enable these enhancements.
Return to Release Feature Summary

MOBILE
FUSION MOBILE SALES (SMARTPHONE)
Oracle Fusion Mobile Sales includes several enhancements in Release 7, including:
 Child Objects for Leads

 Forecasts
 Contact Photo
 Android Support
CHILD OBJECTS FOR LEADS
Using Oracle Fusion Mobile Sales, sales representatives can now create, view, and edit child objects
related to leads from their mobile devices. The standard child objects include:
 Contacts
 Calendar
 Notes
 Interactions
 Tasks
 Sales Team (view only)

STEPS TO ENABLE
Users will automatically see the standard child objects for Leads in Release 7, if your company uses
the Leads object. To make changes to the default pages, you must go into Application Composer.
Full instructions for customizing mobile pages are in the Customize Oracle Fusion Mobile Sales
section of the Rollout Guide for Oracle Fusion Mobile Sales (My Oracle Support Doc ID 1540393.1).
KEY RESOURCES
 The Rollout Kit for Oracle Fusion Mobile Sales (My Oracle Support Doc ID 1540393.1)
includes the Rollout Guide that offers implementation information for administrators and
several resources designed specifically for sales representatives.
FORECASTS
Using Oracle Fusion Mobile Sales, sales representatives can now view, edit, and submit current
forecasts from their mobile devices.
STEPS TO ENABLE
Users will automatically see the Forecasts icon on the Oracle Fusion Mobile Sales home page and
will have access to the standard Forecast detail pages in Release 7. To make changes to the default

pages, go into Application Composer. Full instructions for customizing mobile pages are in the
Customize Oracle Fusion Mobile Sales section of the Rollout Guide for Oracle Fusion Mobile Sales
(My Oracle Support Doc ID 1540393.1).
 Verify that the forecast settings you have set for your company are correct. Those forecast
settings will apply to all user interfaces, including the desktop UI, simplified UI, and Fusion
Mobile Sales. For instance, you can automatically include revenue items with a probability
of 70% or more.
KEY RESOURCES
 The Rollout Kit for Oracle Fusion Mobile Sales (My Oracle Support Doc ID 1540393.1)
includes the Rollout Guide that offers implementation information for administrators and
several resources designed specifically for sales representatives.
 For more information about forecasting, see these topics in Application Help:
 Setting up Revenue for Forecasting: Points to Consider
 Setting up Forecast Override and Criteria for Opportunities: Explained

CONTACT PHOTO
Sales representatives can now capture or select photos directly from the Contact detail page in
Oracle Fusion Mobile Sales. Those photos are then visible on the contact record in all Oracle Sales
Cloud mobile and desktop user interfaces, so all members of the sales team can easily identify the
contact.
STEPS TO ENABLE
This feature is enabled automatically for all Oracle Fusion Mobile Sales users.
 Users may add one picture per contact.
MOBILE SALES ON ANDROID
Mobile Sales users can now download Oracle Fusion Mobile Sales onto their Android smartphone
and tablet devices, version 4.0.2 and higher.

The Android version of Fusion Mobile Sales is compatible with Oracle Sales Cloud release 5, 6, and 7.
STEPS TO ENABLE
If your company is already using Oracle Fusion Mobile Sales, there are no steps necessary to specifically
enable a user’s ability to download the application onto their Android mobile device. However, you may
want to send an email to your user community with the Host information. Information and resources
are available in the Rollout Guide for Oracle Fusion Mobile Sales (My Oracle Support Doc ID 1540393.1).

In order to use the application, users must download Oracle Fusion Mobile Sales from Google Play.
1. Search Google Play for “Fusion Mobile Sales”.

2. Tap the Install button.
3. Enter the Host server name (Note: This is only necessary the first time the user logs in).
a. You need to determine the host URL value that you and all users at your organization
must enter in the Host field when logging in to Mobile Sales on their mobile devices. To
determine your company’s Host URL, follow these steps:
i. Log in to the Oracle Sales Cloud Service, and go to Navigator > Application
Composer.
ii. Copy the complete URL. Example:
https://fap0655-crm.oracleads.com/crmCommon/faces/
ExtnConfiguratorHome?_afrLoop=1134989893797000&webApp=HomePage&fn
dHomePageViewId=%2FAtkHomePageWelcome&fnd=%3B%3B%3B%3Bfalse%3
B256&_afrWindowMode=0&_adf.ctrl-state=m6wpw0vid_4
iii. Copy only the host name portion of the URL, which is the part between https://
and the next forward slash (/). This is your organization’s host URL.
iv. In our example, it would be: fap0655-crm.oracleads.com.
4. Enter the same username and password that you use to sign in to Oracle Sales Cloud on your
desktop.

 Advise users to copy and paste the server name into the Host field when they sign in for the first
time. This will help them avoid errors.
 The Save Password and Demo Mode options are not available in Fusion Mobile Sales on Android
devices.
 There are no maps available for the Around Me feature in Fusion Mobile Sales on Android
devices.
KEY RESOURCES
 Use the Rollout Kit for Oracle Fusion Mobile Sales (My Oracle Support Doc ID 1540393.1) as you
prepare to send information to new users and as you prepare new materials for existing users
for Fusion Mobile Sales.
 The Using Oracle Fusion Mobile Sales introduction video (link) is designed to assist users as they
get started with the application.
FUSION TAP
Users can now access Oracle Sales Cloud on their iPad using Fusion Tap, a specialized application for
tablet devices.
Fusion Tap runs on the Apple iPad 2 and the third generation Apple iPad, using iOS 6+.

STEPS TO ENABLE
CUSTOMIZE
You may choose to customize the list, summary, detail, and tab views for opportunities, accounts
and contacts with Release 7.
INSTALL
In addition, users must go to the Apple App Store to install the application on their tablet device:
1. Navigate to Apple App Store on your iPad device.

2. Search for “Oracle Fusion Tap”.
3. Tap the Install button.
4. Enter the Host server name (Note: This is only necessary the first time the user logs in).
a. You need to determine the host URL value that you and all users at your
organization must enter in the Host field when logging in to Mobile Sales on their
mobile devices. To determine your company’s Host URL, follow these steps:
i. Log in to the Oracle Sales Cloud Service, and go to Navigator >

Application Composer.
ii. Copy the complete URL. Example:
https://fap0655-crm.oracleads.com/crmCommon/faces
/ExtnConfiguratorHome?_afrLoop=1134989893797000&webApp=HomeP
age&fndHomePageViewId=%2FAtkHomePageWelcome&fnd=%3B%3B%3
B%3Bfalse%3B256&_afrWindowMode=0&_adf.ctrl-state=m6wpw0vid_4
iii. Copy only the host name portion of the URL, which is the part between
https:// and the next forward slash (/). This is your organization’s host
URL.
iv. In our example, it would be: fap0655-crm.oracleads.com.

5. Enter the URL in the Host field using this format: https://<host server>/sales/rest/v1.
6. Enter the same username and password that you use to sign in to Oracle Sales Cloud on
your desktop.
 Send users information about Fusion Tap to let them know that it is available. Include the link
to the Apple App Store location and give them your company Host server name. Follow the
instructions in the Steps to Enable section above to find your Host server name.

KEY RESOURCES
 Oracle Fusion Tap Capabilities and Installation document (My Oracle Support Doc ID 1430761.1)
 Seeding Roles and Privileges for Tap document (My Oracle Support Doc ID 1559589.1)
CONFIGURATION IN APPLICATION COMPOSER
All Opportunity, Account, and Contact page customizations made to Fusion Tap can be done directly
in Application Composer. Wizards walk you through the selections for each page view.
LANGUAGE SUPPORT
With Release 7, Oracle Fusion Tap is available in 21 languages:

 Chinese (Simplified)  Italian
 Chinese (Traditional)  Japanese
 Czech  Korean
 Danish  Norwegian
 Dutch  Polish
 English  Portuguese (Brazilian)
 Finnish  Russian
 French  Spanish
 French (Canadian)  Swedish
 German  Turkish
 Hungarian

TERRITORY MANAGEMENT
INCREMENTAL IMPROVEMENTS
The following features are added or changed for Territory Management in Release 7.
 Process Monitoring: Users now can monitor the progress of background processes by simply
clicking on the process status link. From the Processing Details window, users can also view the
progress log file as well as any messages such as errors and warnings.
Here are the examples of background processes:

 Refresh Members
 Stage Only
 Stage and Promote
 Promote Stage Environment
 Delete Stage Environment

 Gaps and Overlaps: Territory Management now calculates the gap information and the overlap
information separately, so separate reports are available to users. Also, overlap report is
redesigned to show details for each overlapping pair of territories.
 Territory Search: Territory search has been enhanced. Additional search criteria, such as owner
email, team member and team member email are added. In addition, users can display
additional search result columns as needed.
 Support for Account Hierarchy in Manual Account Inclusions: Users can now specify whether
to include the account's hierarchy in the territory coverage for each sales account that they add
manually. They can also enter filtering conditions that are applied when they assign territories.
These filtering conditions specify a subset of the accounts that they want to include in the
territory coverage. For example, users can include only those accounts that are in California. A
single set of filtering conditions applies to all sales accounts and their hierarchies that they add
manually.
 Apply Optional Validations: The Apply Optional Validations flag in the Profile tab is
decommissioned. This flag is no longer required as validations are now performed only at the
user's request using the Validate Territories action.
These optional validations include:
 Checking whether territory coverage extends beyond the parent territory boundaries.
 Checking whether dimension members included in the territory definition are still
active.
STEPS TO ENABLE
There are no steps necessary to enable those enhancements.

SOCIAL
SOCIAL WALLS AND CONVERSATIONS
Release 7 has imbedded Oracle Social Network (OSN) directly into the sales processes to help sales users
to collaborate naturally in their daily activities. Collaboration tools such as Walls, Conversations, Activity
Streams and Document Sharing are available for specific Sales objects, such as Opportunity and
Customer. Users may collaborate where they need to – via browser, Outlook, smartphone or tablet
devices, sharing information via one common Cloud.
Social Objects are configurable within Sales Cloud administration by an Administrator, who can decide
which objects to enable as social, and which fields to expose on the objects’ Wall. Social objects
available to be enabled in Release 7 are Customer, Opportunity, Lead, Partner Account, Reference,
Competitor, Organization, Person and Group.
STEPS TO ENABLE
1. From Navigator > Setup and Maintenance.
2. Click the All Tasks tab.

3. Search for the Manage Oracle Social Network task, and in that task row, click Go to Task.
4. In the Business Objects section, highlight the object that you want to enable and click
Enable Object.
5. Next, in the Enable Object popup window, select whether the object should be shared
manually, automatically or whether it should be turned off entirely.
Now, configure which fields will be enabled:

6. In the Object: Attributes section, click the Add icon. This will open the Object: Select
Attributes window.
7. Highlight the fields that you want to enable and select the Enabled checkbox.
In addition, in order to use the OSN on Outlook, mobile or tablet devices, users must download the
application. As a company administrator, you may want to communicate the Sever Host information to
your user community.
STEPS TO DOWNLOAD AND CONFIGURE OSN ON OUTLOOK
1. Download and install OSN Add-In for Outlook from here.

2. Start Microsoft Outlook.

3. The Oracle Social Network Add-In for Outlook is installed as a panel on the right side of your
Outlook instance.
4. From the Oracle Social Network Manage dialog (go to Settings -> Accounts -> Manage
Accounts), enter the configuration information for your service:
 Account: Specify a name for your account that appears. For example, you can name it
"Oracle Social Network".
 Username/Password: Enter your user name and password.
 Server: You need to determine the host URL value that you and all users at your
organization must enter. To determine your company’s OSN URL, follow the following
steps:
1. Log in to the Oracle Sales Cloud, and go to Navigator > Oracle Social Network.
2. Note the server name in the address bar of the browser. In this example, it would
be acme.social.us1.oraclecloud.com/osn.
3. Remove “/osn” and replace it with “/client”. In this example, it would be

acme.social.us1.oraclecloud.com/client. Enter this value to the Server field.
STEPS TO DOWNLOAD AND CONFIGURE OSN ON MOBILE/TABLET
1. Download the application.

 iPhone/ iPad: Search for “Oracle Social Network” and download it from the Apple
App Store.
 Android: Search for “Oracle Social Network” and download it from Google Play.
2. Enter the configuration information for your service:
 Account: Specify a name for your account that appears. For example, you can name
it "Oracle Social Network".

 Username/Password: Enter your user name and password.
 Server: Follow the same steps as in the section above to determine the hostname
and enter the URL.
OSN supports iOS 4.0 or later and Android Version 2.2 or higher.
 By default, all attributes are disabled regardless of which option you have selected for sharing.
At least one attribute must be enabled. For verification, a green check mark appears next to
attributes that have been successfully enabled. If an attribute is not successfully enabled, a
yellow warning icon appears next to it.
 You can enable all available objects by clicking Enable All. However, this option is not limited to
Oracle Sales Cloud objects, but will enable OSN sharing for objects from all other eligible Oracle
Fusion applications that you have licensed.
 When the Manual option is selected for sharing, the object information won’t be sent to OSN
until users manually share a record. This is the recommended option. It is especially suited for
large implementations where the data set is large.
 When the Automatic option is selected, any new record for that object will be automatically
shared on OSN whenever it is created in Oracle Sales Cloud. This option may be suited for small
implementations where the data set is small.
 You should select either Manual or Automatic. Otherwise by default, the option is turned off
and no data will be shared.
 If you previously used the Oracle Fusion CRM Application Composer to manually add the OSN
Conversation subtab to Customer Center and Opportunity, you need to remove it. In this release,
the data is automatically added after you enabled the Oracle Sales Cloud object for OSN sharing
(Note: the old subtab will not function.) For information about how to remove it, see
Application Help, Removing the Conversations Tab and Tree Node in Oracle Social Network:
Worked Example topic.
KEY RESOURCES
 For more information on how to enable objects for OSN, go to Application Help, Oracle Fusion
CRM Social Network Administration: Overview topic.
 For more information on how to share the object records to OSN, go to Applications Help,
Adding Oracle Social Network in Oracle Fusion CRM: Overview topic.
 For more information on how to remove the Conversation tabs and Tree Nodes, go to
Applications Help, Removing the Conversations Tab and Tree Node in Oracle Social Network:
Worked Example topic.

SALES ANALYTICS
ADVANCED REPORTING
Oracle Sales Cloud has always included access to the simple report wizard, which provides a wizard-
based method of creating ad hoc reports.
In Release 7, Oracle Sales Cloud also includes access to advanced reporting, which allows you to create
more complex reports and custom dashboards. Using the advanced report designer, you can:
 Schedule a report for automated delivery

 Use alerts to proactively detect issues and business potential
 Add an Action Link that allows users to drill from a report to a transactional record
 Add enhanced visualizations, like a waterfall chart to your reports

FLEXIBLE REPORT SCHEDULING AND DELIVERY
With Release 7, Sales Cloud’s Sales Analytics allows you to schedule reports for automated
email delivery. You may choose a one-time delivery or regular (e.g. weekly) delivery to users via
email. Scheduled report delivery can be particularly useful for remote users because they can
access reports without having to login to the application.
You can also schedule reports to be emailed automatically, based on KPI triggers.

PROACTIVE DETECTION AND REPORT ALERTS
Sales Cloud also allows you to automatically send reports as alerts, based on an analysis or KPI,
like revenue trends.
The report notifications and content may be delivered to any device in a variety of formats,
including PDF.
ACTION AND NAVIGATION FROM REPORTS
With Release 7, you can add Action Links to your custom reports and dashboards. Action links
allow you to add drill-down from reports to transactional records, navigation from charts to
detailed reports, links that open web pages (like LinkedIn), links that invoke web services, and
more.
Action Links are available for the following objects:
 Customer
 Contact
 Lead
 Opportunity

ENHANCED VISUALIZATION
With Release 7, Sales Analytics includes enhanced visualizations for reports and dashboards,
including the waterfall chart. This chart can be used for quantitative analysis such as pipeline or
revenue analysis, because it shows changes in the pipeline between two points in time.
STEPS TO ENABLE
The advanced report designer is available automatically in Release 7 to anyone with the Business
Intelligence Authoring Duty duty role. To get started:
1. Select Navigator > Reports and Analytics from your Oracle Sales Cloud instance.

2. Click the Browse Catalog icon. This will launch the advanced report designer in a separate
window or tab.
 Before you begin creating your report, determine your needs so you can begin in the correct
tool. If your reporting requirements involve the use of the following elements, then you should
use the advanced report designer, rather than the simple report wizard.
 Complex table views, like pivot tables
 Session variables
 Filters that query based on the results of another report
 Configurable action links
KEY RESOURCES
 For more information about advanced reporting, review:

 The Oracle Fusion CRM Reports Guide (My Oracle Support Doc ID 1489288.1)
 The Customizing Reports and Analytics section of the Oracle Fusion Applications
Extensibility Guide.

ANALYTICS AND ORACLE SOCIAL NETWORK
Oracle Social Network (OSN) conversations can now be embedded directly in reports and dashboards,
adding the collaborative benefits of OSN to custom analyses.
Users can also add links to specific reports and dashboards into OSN conversations, so other users can
link directly to the report without having to sign in. When the report opens, all prompt selections are
captured and maintained.

STEPS TO ENABLE
To use this functionality, you must have access to Sales Analytics and Oracle Social Network. You must
also have an active OSN conversation.
For steps to enable OSN, see the Social Walls and Conversations section of this document.
 The first step to embedding an OSN conversation in a report is to get the URL for the OSN
conversation. You can get that by navigating to the OSN conversation, then:
1. Click the More button.
2. Select Conversation URL.
3. Copy the Conversation URL.
 To embed an OSN conversation in a dashboard, begin in the dashboard editor in Oracle BI

Answers:
1. Add a page to your dashboard.
2. Add an Embedded Content dashboard object on the page.
3. Paste the URL for the OSN conversation in the URL field of the Embedded Content
Properties window.

 To add a dashboard link to an OSN conversation, begin by opening the dashboard in Oracle BI
Answers:
1. Click the button on the dashboard.
2. Select Create Prompted Link.
3. Copy the report URL.
4. Paste the report URL into the OSN conversation.

MOBILE ANALYTICS
FUSION MOBILE SALES
Both standard and custom reports are available within Fusion Mobile Sales on iPad, iPhone,
BlackBerry, and Android devices. The standard Fusion Mobile Sales application offers 6 standard
sales/customer reports rendered in Embedded Web view.
New in Release 7, report users can change report views and can apply report filters.

FUSION TAP
Fusion Tap offers both standard and custom reports on iPad and Android tablet devices. The
standard application offers sales and forecasting reports. Embedded Analytics are available as
dashboards.
STEPS TO ENABLE
You must add reports to Fusion Mobile Sales and Fusion Tap through Application Composer. Begin by
gathering the path for each custom and standard report that you want available for mobile users. Then,
specify the report path and parameters within Application Composer, as part of the mobile application
setup.

 To determine the path to a custom report:

1. Select Navigator > Reports and Analytics from your Oracle Sales Cloud instance.
2. Click the Browse Catalog icon. This will launch the advanced report designer in a separate
window or tab.
3. Open Shared folders and navigate to the folder that contains your custom report.
4. Click More, then Properties for the report.
5. Copy the Location path and note the name of the Report
 The complete path will be the Location path, a forward slash, and then the name of
the report. For example:
/shared/Sales/Analytic Library/Sales Effectiveness/Average Sales Cycle.
KEY RESOURCES
 For information about analytics in Fusion Mobile Sales, review these topics in Applications Help:
 How can I add an Oracle Business Intelligence report to Oracle Fusion Mobile Sales?
 What happens if I customize an Oracle Business Intelligence report that is displayed by
Oracle Fusion Mobile Sales?

EXTENSIBILITY
CONFIGURABLE APPROVALS
In this release, you can create approval flows and trigger them using object workflows. These approval
workflows allow you to create business process flows for approvals. For example, you can set up a
workflow that prompts an approval process before an opportunity status can be set to closed/won.
The seeded template in Oracle Business Process Composer provides services, business rules, and tasks,
which you can use for configuring your approval process.

To configure approvals, you:
 Use Application Composer to configure object workflows and invoke Oracle Business Process
Composer.
 Create approval projects to configure and deploy approval flows using Business Process Composer.
STEPS TO ENABLE
The ability to create approval workflows is immediately available in Release 7 for users with the
Administrator role.
To begin creating a new approval workflow, start from the Overview page in Application Composer:
1. Select the Business Processes option.

2. On the Business Processes page, click Create under the Actions menu.
3. Enter a meaningful name in the popup.
4. Click OK.
5. This opens the Business Process Composer in a separate Window, where you will create and
deploy the approval process.

After creating and deploying a process from Business Process Composer, you configure an object
workflow and set a trigger condition on the field that determines when the approval flow should begin,
for example, when a deal is created with a deal amount greater than 10000 USD.
When the object workflow is triggered, the approval flow is also triggered.
 Make sure the approval is deployed

 Ensure that a project has been deployed in Oracle Business Process Composer. You
deploy a project to make it available for configuring object workflows.
 Specifying trigger conditions
 Ensure that the trigger condition for the object workflow contains the field that you will
be updating to trigger the workflow.
 Specifying input parameters
 Carefully specify the parameters that you want to map from object workflows to the
approval flow in business process composer. The input parameters supply the fields or
values to the business process flow when the object workflow is triggered.
 To pass actual or static values, you must define the parameters as Literal, that is,
enclose the values in single quotes. To pass runtime values, do not define the
parameters as Literal, that is, enter the values without quotes.

 Using the seeded template
 The seeded template ‘ExtnBusinessProcess’ has the basic
‘CrmCommonSerialApprovalProcess’ process flow. You may choose to use this seeded
template for testing, but will likely create a customized flow to meet your business
needs.
KEY RESOURCES
 For specific information about configurable approvals, review these topics in Applications Help:
 Object Workflows and Business Process : Critical Choices
 Object Workflows and Business Processes : How They Work Together
 Sales Lead Approval Flow: Worked Example
GROOVY WEB SERVICES INVOCATION
Use the Groovy expression editor to invoke an external, secured web service from any Oracle Sales
Cloud environment, and use the returned value in your scripts. For instance, you can call a SOAP-based
web service in real time.
You can create a secured web service connection by specifying the Web Services Description Language
location and the alias for the security credentials. Once set up, business users can use the expression
editor in Application Composer to write Groovy scripts that reference the web service connection. The
scripts invoke the Web service and access the returned result.
STEPS TO ENABLE
There are no specific setup steps unless you want to invoke a secured external Web Service. Before you
begin, review the resources outlined in the Key Resources section below.

 Create a sandbox to make your customizations without impacting other user’s configurations or
your environment.
 Test your web service calls within your sandbox or test environment before moving the changes
to production.
 For each web service, you must set up a web service reference that specifies the Web Services
Description Language (WSDL) file location and the authentication scheme used to access the
web service.
KEY RESOURCES
 For specific information about invoking web services from your Groovy scripts, review these
topics in Applications Help:
 Creating Web Service References
 Calling Web Services from Groovy Scripts: Explained
 Web Service Calls in Groovy Scripts: Examples
 Object Workflows : Explained
 Sales Lead Approval Flow : Worked Example
 Sandboxes: Explained
 Review the Oracle Fusion CRM Extensibility Guide, accessible from Applications Help.
 Oracle Fusion CRM Application Composer Scripting Guide (My Oracle Support Doc ID 1354807.1)

DESKTOP UI CONFIGURATION
In Release 7, you can edit popups and subtabs using Page Composer. Specifically, you can:
 Hide and show popups

 Change labels on popups
 Reorder popup fields
 Hide, show, and reorder subtabs
STEPS TO ENABLE
There are no specific steps to enable this feature. Popups and subtabs are editable immediately in
Release 7 from Page Composer.
KEY RESOURCES
 Review the Customizing Existing Pages section of the Oracle Fusion Applications CRM
Extensibility Guide, accessible from Applications Help.

SIMPLIFIED UI CONFIGURATION
Using Oracle CRM Application Composer, you can edit the simplified user interface pages. For example,
you can:
 Show or hide fields

 Rearrange fields
 Add custom fields
 Add links
 Add fields to tables and forms
Custom field extensibility for the simplified UI is available for these objects:
 Opportunity
 Contact
 Lead
 Customer
 Interactions
 TCA Org Profile
 TCA Person Profile
 Sales Account Profile
STEPS TO ENABLE
There are no specific steps to enable this feature. The simplified UI pages are editable immediately in
Release 7 Application Composer from the Simplified Pages tab.

KEY RESOURCES
 Review these sections of the Oracle Fusion Applications CRM Extensibility Guide, accessible
from Applications Help.
 Oracle Fusion CRM Simplified Pages: Explained
 Customizing Simplified Pages Using the Application Composer
MODULARITY CONSOLIDATION
In this release, the boundaries between Oracle Fusion Customer Center, Oracle Fusion Marketing, and
Oracle Fusion Sales are greatly relaxed. When customizing an object in Customer Center, Marketing, or
Sales, your customizations can include any custom top-level object that was created in Customer Center,
Marketing, or Sales, or any standard top-level object that exists in any Oracle Fusion CRM Web
application.
For example, you can do the following:
 Create a dynamic choice list field for an object in one Web application that is populated by the
records from an object in another Web application.
 Create a relationship between two objects in different Web applications.
 Create a subtab or tree node in one application by using the data from an object in a different
Web application.
 When you customize an object in Customer Center, Marketing, or Sales, you can include objects
from other Web applications in your Groovy scripts.
STEPS TO ENABLE
There are no steps required to enable the modularity consolidation enhancements.

 Use the Application dropdown at the top of Application Composer to navigate between the
application objects.
 If you have a custom object that needs to be shared between Sales, Marketing, and Customer
Center, create a top-level object in Customer Center.
 When customizing Common objects (such as tasks, interactions, and notes), the object model
and user interface cross-application customization tasks are not available. Cross-application
scripting customizations are available, although the scripts will work only when triggered within
the context of the other web application.
For example, when creating a note, you can write a script to insert details about an opportunity
into a custom field on the note. This script will work only if a user creates the note from within
Sales. If, however, the user creates the note from within Marketing, then the script will not work.
KEY RESOURCES
 For more information on modularity consolidation, go to Applications Help and view this topic:
Customizing CRM Applications Across Application Boundaries: Explained.
APPLICATION COMPOSER ENHANCEMENTS
Application Composer includes several new features in Release 7:
 New Groovy Editor now includes:

 Syntax Highlighting
 Undo/Redo
 Line numeration
 Matching braces
 Goto Line
 Find and Replace
 Larger palette

 Error message re-arranged
 New field triggers:

 After Field Changed - Fires when the value of the related field has changed (implying
that it has passed any field-level validation rules that might be present).
 New object triggers include:
 After Changes Posted to Database - Fires after all changes have been posted to the
database, but before they are permanently committed. Can be used to make additional
changes that will be saved as part of the current transaction.

 newView function in Groovy Editor helps you find objects that you can query against groovy
script.
 Reorganized Runtime Messages page now sorts messages on right.
STEPS TO ENABLE
There are no steps to enable these changes. They are available immediately in the Release 7 Application
Composer.
 Review the key resources (listed below) to better understand these enhancements. Although
there are not steps to enable the functionality, you should fully understand the updates.
KEY RESOURCES
 Oracle Fusion Applications Extensibility Guide

 Oracle Fusion CRM Application Composer Scripting Guide (My Oracle Support Doc ID 1354807.1)
 Video: Customization made Simple

DATA MANAGEMENT
IMPORT ENHANCEMENTS
Release 7 includes these enhancements to the File-Based Data Import tool:
 Null Value Indicator Support

 Support for the Delete Operation
 Enhancements to the Attachments section
 Improved Import and Export Artifact Generation
NULL VALUE INDICATOR
When you perform file-based data import, you can use the Null Value Indicator to selectively update
the attributes in existing records. You can also set the value for an existing attribute to NULL by
using a special character in the input data file. When you specify this value for a field during an
update, the field value for that record is set to NULL. Fields for which no value is provided in the
data file retain the existing field value.
DELETE OPERATION
When you use file-based data import to synchronize data with other applications and external data
stores, you can use a new DELETE operation to add and update records as well as remove records
from Oracle Fusion CRM applications.
The new DELETE value is in the ACTION_CODE attribute for a record in the import input data file.
This value enables you to perform a full synchronization during an import operation. Records with
this code must have user key values in order to be uniquely identified within Oracle Fusion CRM
applications to ensure that the correct record is deleted. For example, any ambiguity, such as
multiple matching records, generates an output error.

The DELETE operation is currently supported for file-based data import of these record types:
 Appointments
 Opportunities
 Interactions
 Tasks
 Notes
ATTACHMENTS SECTION
The Attachments section in Step 1 of the Create Import Activities wizard has been enhanced to use
a standard file selection field. The Attachment section now dynamically displays only when you
select a value in the Object field that supports the import of attachments. The Attachment field
allows you to select a single zip file containing a set of files to be imported as attachments.

IMPROVED IMPORT AND EXPORT ARTIFACT GENERATION
In Oracle Fusion CRM Application Composer, administrators can generate the artifacts required to
import and export custom objects and fields. New in Release 7, administrators can now review the
status of the artifact generation process and see error messages directly on the Generate Import
and Export Artifacts page.
STEPS TO ENABLE
There are no steps to enable these enhancements. They are available immediately in Release 7.
 Review the key resources (listed below) to better understand File-Based Data Import. Although
there are not steps to enable the Release 7 enhancements, you should fully understand the
updates and the tool itself.
 The previous Attachment applet enabled you to select multiple files which were then zipped
during upload, this feature is no longer supported.
 Keep in mind that attachment zip files must be 100mb or less in size.
KEY RESOURCES
 Fusion CRM File-Based Data Import Templates (My Oracle Support Doc ID 1503223.1)

 Access more resources on Oracle Enterprise Repository (OER). Choose ‘File-Based Data Import’
from the Type picklist, and click Search.

CLOUD ENABLEMENT
TEST TO PRODUCTION MIGRATION
Customization Set Migration (CSM) allows you to move configurations and extensions from one Oracle
Sales Cloud Release 7 environment to another, typically from Test or Stage environments to Production
environments. Configurations created in the source instance are migrated in the form of Customization
Sets.
Accessible as a link called Customization Set Migration under the Tools menu item, CSM allows
administrators to:
 Create and download customization sets to a compressed folder from the Outgoing tab.
 Import the extracted metadata package to the target instance from the Incoming tab. On the
incoming tab, customers can upload customization sets, apply and restore customization sets.
The customization set includes only the customizations and extensions made using the following tools
and features. Personalizations are not included in the set.
 Application Composer (Some exceptions listed below)

 Page Composer
 Tasks and dialogs for configuring descriptive and extensible flexfields and value sets
 Manage Menu Customizations task
 Manage Oracle Social Network Objects task
 Manage Standard Lookups task
 Manage Common Lookups task
 Data security policies created or customized using Oracle Authorization Policy Manager

The following customizations made in Application Composer and other areas of the application are not
included in customization sets:
 Import/Export artifacts
 Email templates
 Custom subject areas
 Note that custom subject areas are migrated, but are not yet available for reporting
until you manually republish them in the target environment.
 Credentials for secured SOAP web service connections
 Sales Predictor Engine (SPE) business rules and recommended products
 Transactional reference data, like territory definitions, product groups, product items, etc.
STEPS TO ENABLE
Before you begin, ensure that you have the FND_CUSTOMIZATION_SET_MANAGEMENT_DUTY role,
which enables you to access the Customization Set Migration dialog. Contact your security administrator
for details.
Then, after you apply the Oracle Sales Cloud application customizations in the production environment
using CSM, you must perform the following tasks within Application Composer to complete the
movement of Oracle Fusion CRM customizations and extensions:
 Generate the import/export artifacts so your customizations will be available for import and
export.
 For more information, see the "Importing and Exporting Custom Objects: Explained"
section in the Oracle Fusion Applications CRM Extensibility Guide.
 Create the same email templates that were created in the source environment.
 For information about creating email templates, see the "E-Mail Templates: Explained"
section in the Oracle Fusion Applications CRM Extensibility Guide.
 Delete and recreate the secured SOAP web service connections that use either of the following
authentication schemes to manually migrate the user names and passwords:
 Invoke with separate user credentials over SSL
 Invoke with separate user credentials and message protection
 For More Information, see section 2.3.1, “Using Customization Set Migration to
Move Customizations” section of the Oracle Fusion Applications CRM
Extensibility Guide.
 Republish the custom subject areas, so they are available in Oracle BI Composer and Oracle BI
Answers.
 For more information, see the "Publishing Custom Subject Areas: Explained" section in
the Oracle Fusion Applications CRM Extensibility Guide.

 Before you begin, ensure that the source and target environments are of the same release and
that the same standard and one-off patches have been applied to both environments.
 Log a service request using My Oracle Support to request a production-to-test
movement, a re-provisioning of the test environment, or an upgrade of the production
environment, whichever is appropriate.
 Customization Set Migration is designed to move customizations from one environment to
another. It is not a tool for backing up and restoring customizations in the same environment.
 To prevent including in-progress customizations in the customization set, always make
Application Composer, Page Composer, and JDeveloper customizations in a sandbox. The
customization set does not include customizations that are in sandboxes.
 Customization sets do not include code extensions, such as managed beans, that you implement
in JDeveloper. These code extensions are deployed into the application as a library JAR file and
must be redeployed manually into each target environment.
 The customization set does not include all deletions. For example, the set does not include the
removal of a customization document using the Manage Customizations dialog. After you
import a customization set into the target environment, you must examine the environment for
any deletions that you must make manually.
 Apply and restore customization sets during low use times because the following may occur
during processing:
 End users can sign in, but they might receive page-not-found (404) errors when they
access dashboard and work area pages.
 Oracle Enterprise Scheduler jobs that are running or scheduled to run during that time
might fail.
KEY RESOURCES
For specific information about using Customization Set Migration, review the following sections in the
Oracle Fusion Applications CRM Extensibility Guide, accessible from Applications Help:
 Understanding the Customization Development Lifecycle

 Exporting and Moving Customizations

REVISION HISTORY
This document will continue to evolve as existing sections change and new information is added. All
updates are logged below, with the most recent updates at the top.
Date What’s Changed Notes
June 25, 2013 Version 1.1 complete
20130710


Sales Cloud-R7 Upgrade Guide-071013

Hochgeladen von

Dokumentinformationen

Copyright

Verfügbare Formate

Dieses Dokument teilen

Dokument teilen oder einbetten

Freigabeoptionen

Stufen Sie dieses Dokument als nützlich ein?

Sind diese Inhalte unangemessen?

Copyright:

Verfügbare Formate

Sales Cloud-R7 Upgrade Guide-071013

Hochgeladen von

Copyright:

Verfügbare Formate

Oracle Sales Cloud

TABLE OF CONTENTS ..............................................................................................................................................2

RELEASE FEATURE SUMMARY ................................................................................................................................3

EASE OF USE ..........................................................................................................................................................5

SIMPLIFIED UI FOR COMMON TASKS ................................................................................................................................. 5

FUSION MOBILE SALES (SMARTPHONE) ........................................................................................................................... 14

TERRITORY MANAGEMENT .................................................................................................................................. 23

INCREMENTAL IMPROVEMENTS ...................................................................................................................................... 23

SOCIAL WALLS AND CONVERSATIONS .............................................................................................................................. 25

SALES ANALYTICS ................................................................................................................................................. 30

ADVANCED REPORTING ................................................................................................................................................ 30

DATA MANAGEMENT .......................................................................................................................................... 52

IMPORT ENHANCEMENTS .............................................................................................................................................. 52

CLOUD ENABLEMENT ........................................................................................................................................... 56

TEST TO PRODUCTION MIGRATION ................................................................................................................................. 56

REVISION HISTORY ............................................................................................................................................... 59

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

RELEASE FEATURE SUMMARY

Action Required to Enable Feature

End User Administrator Oracle Service

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

End User Administrator Oracle Service

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

SIMPLIFIED UI FOR COMMON TASKS

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

TIPS AND CONSIDERATIONS

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Here are some of the examples of personalized skins:

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

The announcements will show up on the homepage.

DESKTOP UI SEARCH AND NAVIGATION

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

 User-based search filters

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

For example, users can view an

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

There are no steps necessary to enable these enhancements.

Return to Release Feature Summary

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

FUSION MOBILE SALES (SMARTPHONE)

Oracle Fusion Mobile Sales includes several enhancements in Release 7, including:

 Child Objects for Leads

CHILD OBJECTS FOR LEADS

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

TIPS AND CONSIDERATIONS

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

TIPS AND CONSIDERATIONS

 Users may add one picture per contact.

MOBILE SALES ON ANDROID

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

1. Search Google Play for “Fusion Mobile Sales”.

ii. Copy the complete URL. Example:

iv. In our example, it would be: fap0655-crm.oracleads.com.

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

1. Navigate to Apple App Store on your iPad device.

i. Log in to the Oracle Sales Cloud Service, and go to Navigator >

ii. Copy the complete URL. Example:

iv. In our example, it would be: fap0655-crm.oracleads.com.

TIPS AND CONSIDERATIONS