Oracle Sales Cloud: Admin Overview Course Overview

Oracle Sales Cloud: Admin Overview Course Overview

The Oracle Sales Cloud: Admin Overview course is designed to equip learners with the fundamental administrative skills necessary to set up and manage the Oracle Sales Cloud solution effectively. This comprehensive course covers initial setup tasks, including the configuration of profiles and lookups, user management, and the handling of accounts and activities.

Participants will gain practical knowledge on how to manage contacts and households, optimize leads and opportunities, and navigate through the complexities of dealing with multiple business units. The course also delves into Sales Performance Management, teaching users how to manage territories, forecasts, quota, and incentive compensation effectively.

Furthermore, the course provides insights into import/export basics and other crucial administrative topics like data visibility, creating saved searches, auditing, and mobile application administration. By the end of the course, learners will be well-versed in the administrative functionalities of Oracle Sales Cloud, enabling them to support their organization's sales processes efficiently.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

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  • Live Online Training (Duration : 8 Hours)
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  • Live Online Training (Duration : 8 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

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Course Prerequisites

To ensure that participants can successfully engage with the Oracle Sales Cloud: Admin Overview course and fully benefit from its content, the following minimum prerequisites are recommended:


  • Basic understanding of CRM (Customer Relationship Management) concepts and sales processes
  • Familiarity with enterprise software and SaaS (Software as a Service) models
  • Experience with or knowledge of business application administration
  • Analytical skills to interpret business requirements and translate them into application configurations
  • Basic computer literacy and proficiency in using web browsers
  • Effective communication skills in English, as the course material and instruction will be delivered in this language

While prior experience with Oracle applications is beneficial, it is not strictly necessary for this introductory administration course. Participants with a general IT background or those who are quick to learn new software applications should be able to keep pace with the course content.


Target Audience for Oracle Sales Cloud: Admin Overview

The Oracle Sales Cloud: Admin Overview course equips IT professionals with essential skills for managing Oracle's CRM platform.


• CRM Administrators • Sales Operations Managers • IT Support Staff • System Integrators • Technical Consultants • Oracle Sales Cloud Implementation Specialists • Database Administrators looking to expand into CRM • Sales Managers interested in understanding system capabilities • Business Analysts involved in Oracle Sales Cloud projects • Cloud Solution Architects • IT Project Managers overseeing CRM deployments




Learning Objectives - What you will Learn in this Oracle Sales Cloud: Admin Overview?

  1. Introduction: The Oracle Sales Cloud: Admin Overview course equips learners with the essential administrative skills to effectively manage and configure Oracle Sales Cloud for organizational success.

  2. Learning Objectives and Outcomes:

  • Understand the initial setup requirements and tasks for Oracle Sales Cloud deployment.
  • Configure profile values and lookups to tailor the system to your company's specific needs.
  • Manage user accounts including roles, permissions, and access to ensure secure and efficient operation.
  • Administer accounts and activities to support sales processes and customer relationship management.
  • Set up and manage contacts and households for a comprehensive view of customer interactions.
  • Grasp the fundamentals of managing leads and opportunities, including sales methods, stages, and coaching tools.
  • Learn how to handle multiple business units within Oracle Sales Cloud for complex organizational structures.
  • Implement sales performance management including territory management, sales forecasting, quota management, and incentive compensation.
  • Understand the basics of data import and export for effective data management and integration.
  • Gain knowledge on other key administration topics such as data visibility, creating saved searches, auditing, and mobile application administration.