Introduction to Oracle Sales Cloud

Introduction to Oracle Sales Cloud Certification Training Course Overview

Introduction to Oracle Sales Cloud training course is designed to learn an overview of the business benefits, features, functionality and analytics capabilities of the Sales Cloud solution. In this training class, you will also learn about the key features and functionality offered by the different modules within Sales Cloud, including: Sales Force Automation, Sales Forecasting, Territory Management, Sales Performance Management, Customer Data Management, Sales Analytics and Oracle Engagement Cloud.

Target Audience:

  • Administrator
  • Analyst
  • End User
  • Implementer

Introduction to Oracle Sales Cloud (8 Hours) Download Course Contents

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Course Modules

Module 1: Course Introduction and Agenda
  • Course Agenda
  • Oracle Cloud Leadership
  • Oracle Sales Cloud Industry Solutions
  • Resources
Module 2: Getting Started with Oracle Cloud
  • Subscription process overview
  • Activating a service
  • Managing and monitoring services
Module 3: Initial Setup Tasks
  • Verify Provisioned Settings
  • Set up Accounting Calendars
  • Set up Currencies
  • Set up Geographies
Module 4: User and Product Setup
  • Role-based Access Control
  • Role Types
  • Creating Users
  • Creating Products, Groups and Items
Module 5: Sales Management
  • Account Management
  • Contact Management
  • Lead Management
  • Opportunity Management
Module 6: Sales Performance Management
  • Territory Management
  • Sales Quota and Forecast Management
  • Incentive Compensation Management
Module 7: Sales Tools
  • Mobile Sales Management
  • Oracle Sales Cloud on Microsoft Outlook
  • Sales Lightbox
  • Oracle Social Network
Module 8: Oracle Engagement Cloud
  • Service Queues
  • Knowledge for Service Requests
  • Service-related Product Catalogs
  • Analytics for Engagement Cloud
  • Service Requests for Partner Relationship Management
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Course Prerequisites
  • Basic Computer Knowledge.
  • Review User and Product setup
  • Discover sales management objects and features
  • Learn sales performance management features
  • Learn about Sales Tools
  • Discover analytics and reporting capabilities
  • Learn about new Oracle Engagement Cloud
  • Get an overview of Oracle Cloud Leadership and Resources
  • Learn how to get started with a Cloud Service
  • Learn the initial setup tasks for Oracle Sales Cloud

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