#oraclesalescloud

[darkswanevent]

Oracle Sales Cloud helps modern selling with tools that are easy to deploy and utilize, completely mobile, packed with powerful analytics, and built for collaborative selling and revenue generation. Oracle Sales Cloud contains a set of features for creating and tracking sales campaigns, developing leads into business opportunities, and pursuing opportunities to generate revenue. Sales accounts, leads, and opportunities can be automatically provided to territories and sales teams.

The Oracle Sales Cloud adapter helps customers easily combine their on-premises or SaaS applications with Oracle Sales Cloud without having to know the specific details involved in the integration. Integration with Oracle Fusion Applications may involve several design-time and runtime considerations that require users to manually build and control additional logic into their integration for authentication, session management, fault handling, data transformation mappings, and so on.

If you want to join our online training batch, please contact us.

Mail: Rahul@proexcellency.com

Call or WhatsApp: +91-7008791137

Website: https://www.proexcellency.com/products/oracle-sales-cloud-training

[appstectechnology]

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[edwarddewolf]

Field Visibility

#FineTuning #DynamicLayouts with #FieldVisibility in #EngagementCloud #OracleSalesCloud #OracleCX #CRM #CX

My previous post was all about how dynamic layoutscan be used to tailor the user experience of Engagement Cloud.  There are always business requirements to present information differently in certain cases or to certain user roles. Dynamic layouts are a very flexible system to build such consistent and intuitive layouts.  But when dealing with very small specific variations in requirements, this…

[appstectechnology]

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[edwarddewolf]

Mashup Content

Adding #mashup content is #YetAnother way to #BeCreative with #OracleSalesCloud #OracleCX #CRM

My favorite 18A new capability you ask?  Adding mashup content to detail pages like adding some opportunity statistics or a chevron like sales process visualization as can be seen in the example below.  Simple, easy but with endless possibilities! Yes we can !

Mashups are other browser pages that can be embedded within a page.  Other browser pages could be anything from other applications, news…

[edwarddewolf]

Scheduling and Delivering Reports

Go find your analysis or #ScheduleAndDeliver it to you with #BIDelivers in #EngagementCloud #CRM #OracleCX #OracleSalesCloud

We know where we can get our reportsright?  There are hopefully infolets, dashboards and reports embedded all over your Engagement Cloud.  But did you know that Engagement Cloud can deliver reports directly into your email, without you having to go look for them?  Scheduling and delivering reports is a perfectly valid means of getting to analytics that for reasons unknown to me is very rarely…

[edwarddewolf]

Outlook 365

Using #EngagementCloud from within #Outlook365 completely changes the #DaytoDay #UserExperience of a #salesrep #OracleSalesCloud #UX #CRM #O365 #OracleCX

I have been waiting a long time to write this blog post. Maybe too long actually. Engagement Cloud has had a fantastic Outlook plugin for years. The previous client-side pluginrelied on downloading data to your laptop. In that sense it worked as an offline client. It allowed us to share emails and appointments, discover and update accounts and opportunities, and synchronize back all the…

[edwarddewolf]

Instance Banner

Running an instance #Banner across #EngagementCloud is only a profile option away #OracleSalesCloud #CRM

Once in a while, I run into a feature that has been in Engagement Cloud since for ever, but I was unaware of.  This time I learned we can add an instance banner across every screen in Engagement Cloud.  Most likely, this is not the best way to inform users of an organizational change or to share the location of the next team dinner.  I actually cannot think of many use cases where such a banner…

[edwarddewolf]

Click to Edit

#ClickToEdit is #YetAnother way to be #MoreEfficient in #EngagementCloud #OracleSalesCloud #OracleCX #CX #CRM

My favorite 18C new feature is not a new functional capability, nor a complete new concept.  It is a quality of life enhancement that will allow you to update information in a much more efficient way.  We already had the capability to update multiple records using ‘Mass Update’.  Now ‘Click to Edit’ is adding an alternative in Engagement Cloud, to update multiple records also, but more…

[edwarddewolf]

Custom Object Owner

#Extensibility got a little easier on #CustomObjects in #EngagementCloud with a great #QualityOfLife enhancement in #AppComposer #OracleSalesCloud #OracleCX #CRM #CX

Edward, why are you dedicating a blog post on the fact we now have an out-of-the-box ‘Owner’ field on custom objects?  Good question!  The custom object owner field in itself is not an earth shattering addition to Engagement Cloud.  The same could be achieved in the past by adding a …. custom owner field to a custom object.  But this enhancement is much more than just about a custom object owner…

[edwarddewolf]

Complete Account Timeline

Walking back a #Timeline is a great way to discover what is important to know about #YourCustomer in #EngagementCloud #OracleSalesCloud #OracleCX #CRM

The account activity timeline report I created a while ago has gone through many iterations.  I have seen it being implemented in many environments and that brings me a lot of joy.  Not so long ago, I got the question whether or not it was possible to add other events to the timeline. Whether it was possible to create a more complete account timeline.

Complete Account Timeline

And hence I wanted…

[edwarddewolf]

Sales Cloud renamed to Engagement Cloud

#BigNews #NotReally #OracleSalesCloud renamed to #EngagementCloud #CRM #OracleCX

Do not panic, nothing really changes

Oracle just took pity in me having to specify that every post here applied to Sales Cloud and Engagement Cloud.  They decided to help me out and call both products Engagement Cloud.  Engagement Cloud from now on, just like it always has, combines:

Sales & Service

The big difference is that the name Sales Cloud will disappear.  If you did not have the Service…

[edwarddewolf]

Persona involved with CDM

#DidYouKnow that those benefiting most from #SalesCloud #CustomerDataManagement are #TheUnaware #CDM #OracleSalesCloud #OracleCX #CDM

Before going into any details on the different capabilities, let me first discuss the persona involved with CDM.  It is important to understand who contributes and benefits from a customer data management system in order to better understand the value it offers.

Individual Contributors

Individual contributors are those users that take the time to verify the data quality of the information they…

[edwarddewolf]

Customer Data Management

#OracleCX #SalesCloud #CustomerDataManagement is making sure your applications always has #CorrectData, #CompleteData, #UpToDateData and #ConsistentData at any time. #CDM #CRM #OracleSalesCloud

Deep down in Sales Cloud, when you look past the usual functionality like sales force automation, sales performance management or partner relationship management, you can find the heart of the beast: an enterprise grade customer data management (CDM) system with a wealth of functionality to discover.

Customer Data Management is all about managing customer data not just within one application, but…

[edwarddewolf]

Sizing Mobile Reports

#Tricks to make #MobileReports relaly shine on #MobileDevices in #OracleSalesCloud #OracleBI #OracleCX #CRM

Creating reports for Sales Cloud and Engagement Cloud is a great way to add valuable insights into your organization.

Compared to normal reporting, making reports that work on mobile devices come with 2 extra considerations to make:

Device screen size: too many mobile devices with too many different screen size to cater for.

Orientation: unlike laptops and desktop screens, unless they fall off a…

[edwarddewolf]

Where best publish a report

#WhereBest #PublishReports in #OracleSalesCloud for best #UserAdoption and #MostImpact #OracleCX #OracleBI #CRM #SalesCloud

The most frustrating thing when having created a report is realizing that nobody uses.  There are 2 main reasons that can lead to this happening; the report was simply not good enough or people do not know how to get to it, do not know where to find it.  In this blog post, I want to address the second reason: where best publish a report so that users intuitively can find it.

Where best publish a…