Oracle Sales Cloud

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted

Oracle Sales CloudEssentials on How to Customize, Extend, and Integrate in Release 9

John Vakoc, Senior Director Product Management, Oracle&Jeremy Bradford, Application Development Manager, Altec Industries, Inc.

September 30th, 2014


Program AgendaConfigure, Customize and Integrate

Since Oracle OpenWorld 2013

New in Release 9

Extensions Applied: Integrations

Altec Industries Experience

Navigating Oracle OpenWorld

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Configure, Customize and Integrate


The Complete Solution

Oracle Social Cloud

Oracle Marketing

Cloud

Oracle Sales Cloud

Oracle Commerce

Cloud

Oracle Service Cloud

Oracle CPQ Cloud

Integrated Customer Experience Foundation

Integrated Customer Experience Foundation

Social Network Mobile Analytic KPIs & Dashboards Predictive Analytics Integrations

Globalizations and Statutory Localizations

Web

MobileSocial

In-Store Contact Center Field

Service Direct Sales

Channel

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 7

One size does not fit all

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 8

Tailor Your Sales Cloud

Benefits: Included in Oracle Apps:

Improve user experience

Increase user satisfaction

Protect tailored changes across software updates

• Tailor your brand

• Tailor data fields

• Tailor workflow processes

• Tailor dashboards

• Tailor UI on any device

• Tailor mashups with your applications

Tailoring done by Business Users


A Lot Has Happened Since Oracle OpenWorld 2013…


Key Features of Release 8Dynamic Layout

Sub-Tab Configuration

Buttons and Action Menus

Link Configuration

Drill Down on Dynamic Choice Lists

Groovy Logic

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

Dynamic LayoutDeliver the Right Information to Your Sales Reps and Sales Managers

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Unlimited ways of presenting the same pages, based on:

• Roles/Privileges of the User

• Stage/Type of the Record

• Versatile Groovy Expressions


Default Layout—Hardware and Software Products


“Service” Product Category Layout for Sales Managers


Organize and Deliver Content with SubtabsOne click access to all the information you need

Add related content to records by creating custom sub-tabs for

• Child or Related Objects

• Notes, Tasks and Activities

• Contextual Links

• Web Content

• Analytics

Hide, Show, Rename and Reorder all Sub-tabs.



Display Your Data Models on Sub-TabsAdd and Integrate Your Data Into the Intuitive Oracle Sales Cloud Experience

• Create a custom child object associated with an account, contact, or opportunity to pull data content from another application inside Simplified UI

• Display the external content as a sub-tab with prebuilt tabular page to display external data in a seamless user experience in Sales Cloud



Web Content Sub-TabsAdd any browser page to your Sales Cloud

• UI mashup embedding external UI content directly in Simplified UI, i.e. Map, Calculator, ERP app, or custom app

• Simple integration to add content from ISV applications from Oracle Marketplace



Analytics Sub-TabsVisualize your Reports and Graphs

• Embed a BI report (OOTB or custom report) as a subtab for an Account, Contact, Lead or Opportunity

• Use Application Composer and Page Composer to deliver role-appropriate reports



Buttons and Action MenuInvoke Your Logic and Your Applications

• Buttons

• Prominent and common

• Actions

• Secondary

• Can be displayed on:

• Landing, Create, Edit Pages

• Sub-tabs

• Show/hide or reorder buttons the same way as done with Standard Menu items



LinksEasy Access to Your Appliations and the Web

• Open a new browser window based on URL configuration

• Supported in both forms and lists



Drill Down on Dynamic Choice ListsSub title

• Drill down into a related object via custom dynamic choice list fields

• Available for extensible standard objects on:

• List pages

• Sub-tabs (child and related objects)

• Edit pages

• Dynamic choice list/drill down link combo on edit pages


Navigate to related objects by drilling down on Dynamic Choice List fields


Groovy LogicThe Power of Java, the Simplicity of Scripting … And this was available before Release 8

• Standard, dynamic scripting language for the Java platform

• Extends the JDK, providing access to the binaries and features of the Java language

• Open language allows for portable skills and code

• Design time palette to assist with code writing

• Call web services

• Implement triggers



Where Is Groovy Used In Your CustomizationsAlmost Everywhere

• Object Triggers

• Field Triggers

• Object Validation Rules

• Field Validation Rules

• Object Functions

• Global Functions

• Formula Fields

• Custom Fields’ “Conditionally Updateable” property

• Custom Fields’ “Conditionally Required” property

• Custom Fields’ default value (certain field types)

• Custom Buttons

• Custom Actions

• Dynamic Layout Criteria

• Source URL for iFrames

• Workflow Criteria



New in Release 9


New Features In Release 9Intuitive Full Custom Object Support

Tailor the Icons and Themes

Build Many to Many Data Relationships

Design Time Security Validation of Groovy Logic

Organize Fields with Field Groups

Enhance Custom Analytics with Multiple Child Objects for Custom Subject Areas

Workflow with child object relationships

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Full Custom ObjectIntegrate Your Applications into Simplified UI

• Add Custom Objects within an intuitive user interface

• Custom Objects support all features including:

• List Management

• Dynamic Layout

• Field Groups

• Search and Select Dialog

• Global Search

• Many-to-Many Relationships

• Add new extensions and modules to meet your business needs

• Create independent applications



Icons and ThemesPersonalize the Application


• Choose icons for custom objects

• More than 35 icon families are supported

• Each icon has a number of variations to support different tabs, home pages, and themes

• Icons dynamically change based on user’s preferred theme

• Choose an icon that best represents the business object to increase user adoption


Many to Many Data RelationshipsModel Real World Data Relationships Including 1:M, M:1 and now M:M

• Create many-to-many relationships between standard and custom objects

• Underlying intersection object is created

• Expose fields from either parent object or the intersection object on the subtab

• Model complex, real-world situations to meet your business needs



Security FirstEaiser to Write Secure Logic with Design Time Validation

• Only functions on the white list are permitted in new groovy scripts

• Existing scripts will run as is

• Enforces safe and secure scripting

• Prevents use of unsafe groovy functions

• Ensures quality of the custom logic



Field GroupsImprove the Usability with Logical Field Groupings

• Allows splitting up a large form into small groups

• Expand and collapse field groups to organize page view

• Better readability of pages



Multiple Child Objects for Custom Subject AreasSub title

• Add multiple child objects to custom subject areas

• View custom subject based reports in user’s preferred currency

• Broader reporting options for the entire object model



Process ComposerEnahnced Business Process Definitions

• Create approval process for child objects

• Send approval or rejection email notifications

• Configure title for approval notifications

• Flexibility to add flows to child objects

• Improved communication related to approvals or rejections

• Improved readability of approval notifications



Integrations: Applied Customizations


Integration Approach

• Prebuilt real-time integration and migration plans– CX Pillars: Marketing, Service and CPQ– On-Premises Applications: Siebel, JDE, EBS, CRM OD

• UI mash-ups– exposes other CX services or on-premises functionality in Sales Cloud

• Web Services– Synchronize account/contact data– Build cross references across related objects


Extensible Model Enables Your Customizations to Integrate with Sales Cloud

CPQ Cloud

Service Cloud

Social Cloud

Siebel

Marketing Cloud

E-Business Suite

JD Edwards EnterpriseOne

INCLUDES: Design Principles, Patterns, and Considerations Key Assumptions Integration Use Cases Entity Mapping Process Flows Integration Components/Run-time services Integration Configuration References

Oracle Sales Cloud

Integration Guidelines

An Oracle Configuration Guide


Altec Industries Case Study

– Jeremy Bradford, Application Development Manager


Key Takeaways


Tailor Display Across Any Device

• Users expect a simplified, tailored experience• Users expect to access information

from any device• Quickly select fields to have data

display on any device: • Web• Mobile• Outlook pages


Navigating Oracle OpenWorld and Beyond


Don’t Miss These Sessions!• Select from Focus on Documents some key sessions in the coming day(s)

• Platform as a Service and Oracle Customer Experience Cloud, How Platform as a Service can further extends the Oracle Sales Cloud, with Alok Verma, VP ITC InfotecWednesday 2:00pm, room 3009

• Muhammad Rehman, Oracle, customer panel, Banner Eng’g, Batesville, Acorn Paper Products, on sales rep smartphone use Wednesday 3:15pm, room 2003

• Deep Dive into Oracle Sales Cloud Partner Integrations, with Al Smith, Exec VP Revitas; Omid Afaghi, CTO Conemis; Amid; Dave, President Sales Element LLCWednesday 4:30pm, room 3001

• Ray Wang, Constellation Research moderating Partner Panel, Capgemini, Config Consultant, and White Light, on Siebel/on-premises systems to Oracle Sales Cloud on Thursday 10:15am, room 2003

https://oracleus.activeevents.com/2014/connect/focusOnDoc.do?focusID=17876


Conference Session Overview

• Oracle Sales Cloud Track: Over 50 Presentations–Oracle Sales Cloud: Release 9 Essentials (x6)– Partner & Customer led conference sessions and panels (x30)–Oracle Sales Cloud: Meet The Experts (x3)

Plus…– Demos on Oracle Sales Cloud applied to Communications, High Tech &

Industrial Manufacturing, Consumer Goods-Retail Execution and Financial Services industries



Visit the Sales @ CX Central KiosksOracle Sales Cloud: Core Sales Force Automation (SFA) Oracle Sales Cloud: Sales Reps Productivity on Smartphones Oracle Sales Cloud: Managing Your Business using Tablets Oracle Sales Cloud: Sales Analytics Oracle Sales Cloud: Sales Performance Management Oracle Sales Cloud Configuration and Customization Oracle Sales Cloud: High Tech and Industrial Manufacturing Oracle Sales Cloud: Financial Services and Retail Banking Oracle Sales Cloud: Telecommunication Oracle Sales Cloud: Consumer Packaged Good - Retail Execution Oracle Sales Cloud: Integrating Sales, Marketing, CPQ and Service Oracle Sales Cloud Integrations with CRM On Demand, EBS, JD Edwards and SiebelCRM On Demand: Leveraging the Cloud to Enhance Customer Experience CX for Sales Reps: Sell More with Oracle Sales CloudCX for Sales VPs: Grow More with Oracle Sales Cloud CX for Sales Reps: Using Oracle Voice for Improved Productivity

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


Sales VP’s Join US: Oracle Sales Executive Summit 2014The NEW Home of the SF 49ers - Levi’s Stadium, November 12

• Learn from top experts on Modern Selling who will share strategies that:– Turn “B players” into top performers with a more

productive selling approach – Enable real-time coaching to build pipeline and establish

best practices– Inspire great teamwork with social, mobile and content-

sharing in the cloud

• Network with your VP Sales Executive peers and get an exclusive, behind-the-scenes tour of the new stadium!

• Contact: mailto:[email protected]

mailto:[email protected]


Online Resources at Oracle.com/OracleOpenworld

• Focus on Documents –Go to: Oracle OpenWorld-Sessions-Customer Experience-Sales

•Oracle Sales Cloud–Product readiness resources

•Oracle Sales Cloud – YouTube


https://oracleus.activeevents.com/2014/connect/focusOnDoc.do?focusID=17876

https://cloud.oracle.com/sales

http://www.youtube.com/user/OracleSalesCloud