Sales & Service: Sales Workshop

• Participants must have prior experience of implementing any CX Sales Applications (Oracle or non-Oracle)

• Sales Foundation
  • Initial setup tasks
  • Security Configuration
  • Accounts & Contact Setup
  • Workspace UI & Adaptive Search
• Lead to Opportunity
  • Lead lifecycle process and configurations
  • Rule based assignment configuration use cases
  • Opportunity Management configuration
• Territory Management & Access Groups
  • Territory Management use cases and configuration
  • Territory based assignment use cases and configuration
  • Territory precedence use case and configuration
  • Access Groups for Assignment – Use Cases and Configuration
• Opportunity to Forecasting & Quota Management
  • Opportunity to Forecasting process and configurations
  • Quota Management – Use Cases and configuration
• Implementation Use Cases & Best Practices
  • Advanced Security use cases
  • Customization using Application Composer (use cases for object modelling, Object Workflows, Groovy script extensions – Object Functions, Triggers, Privileged Functions etc.)
  • Data Migration
  • Configuration Migration

Following products / features / topics are covered as part of the above flows:

• Setup Assistant
• Security
• Sales Users
• Accounts and Contacts
• Leads
• Opportunities
• Assessments
• Classification Categories
• Territories
• Territory Precedence
• Territory Assignment
• Rule Based Assignment
• Forecasting
• Quota Management
• Access Groups
• Workspace UI
• Access Levels
• Extensibility

• Approximately 4 hours per day of live use-case discussions, presentations & demos followed by off-line hands-on labs.
• Participants will be provided with access to environment & supporting content including student guides, activity guides etc.
• Live Q&A chat with the presenters during the presentations and off-line forum support.
• Participants have the opportunity to bring and discuss specific use case scenarios with product experts.

• Participants will learn how to implement the end-to-end business process flows with advanced use cases for customizing security in CX Sales

• Click on 'Register' next to the workshop that you would like to attend.
• Please check possible conflicts with local holidays before registering. Note that some Workshops will take place from Sunday to Thursday.
• Upon Approval participant will receive an email Confirmation. The Confirmation email will contain all logistical information required. Should a Workshop be full, Candidates will be placed on a Waiting List and will be informed. It is recommended that Partners register as soon as possible in order to secure seats in the Workshops.

• Register for Access from Oracle Partner Store (Company ID required)
• Don’t know your Company ID? Partner Assistance agents are ready to assist.
• Video: Things to know before you register