Oracle Sales Cloud 2016 Implementation Essentials

Содержание

Exam Topics:

Initial Setup

• Set up Enterprise and Industry
• Manage Roles, Visibility, and Security
• Manage Personalization and Internationalization
• Set up Organizations and Users
• Set up Mobile, CRM Desktop, and Sales Cloud for Lotus Notes

Customer Management

• Explain Customer Center and Customer Hub
• Enable Customer Data Management
• Manage Activities

Sales Campaigns and Lead Management

• Describe the Leads Lifecycle
• Develop Tactical Campaigns
• Execute Campaigns
• Set up Marketing
• Configure Sales Leads

Opportunity Management

• Describe Sales Methods
• Configure Opportunity Management
• Manage References and Competitors
• Set up Products and Sales Catalogs

Forecasting

• Describe Forecasting Options
• Set up Lookups, Profile Options, and Configuration Activities.
• Run Forecast Processes

Territory Management and Assignment Rules

• Describe Lookups, Profile Options, and Dimensions
• Manage Synchronization and Schedulable Processes
• Explain Configuration Activities
• Manage Sales Territories
• Set up Assignment Manager

Sales Performance

• Manage Quota Formulas and Plans
• Schedule and Run Quota Processes
• Set up Sales Predictor
• Create and publish reports in Oracle Transactional Business Intelligence (OTBI)

Data Import/Export

• Map Import/Export
• Run Import/Export

Define Extensions for Sales

• Describe the Tools used to extend and modify the application
• Extend Custom Fields and Pages
• Use Scripting and Web Services

Partner Relationship Management (PRM)

• Describe PRM
• Set up PRM