Category Archives: Oracle Sales Cloud

How to add a “Staging” banner in your test enviroment

Many Customers are often asking how they can tell between their Production and Staging Environments. This is now easy if you ask your CRM Administrator to complete the following steps:

  1. Click on Setup and Maintenance
  2. Search for Manage Administrator Profile Values and click on “Go to Task”
  3. In the Profile Option Code search for ‘FND_BANNER_MESSAGE’ – once this displays click on the green cross to add a value
  4. Select ‘Site” for the Profile level
  5. In Profile Value type what you would like as an example “Staging” and click save and close
  6. Click Sign out and then back in and the message will then display.

CRM On Demand to Oracle Sales Cloud – Migration Made Easy

Migration from CRM On Demand to Oracle Sales Cloud is easy with  Oracle’s Migration Utility. All objects, fields, reports, data, users, and company parameters such as product catalogues and sales methodology are migrated to Oracle Sales Cloud using the Migration Utility.

Both standard and custom objects and fields are migrated to Oracle Sales Cloud. Even CRM On Demand standard fields that are not included in Oracle Sales Cloud are migrated and custom fields are created to ensure no loss of functionality or data. Custom fields and objects are recreated with the correct field types. A post migration check is conducted to review what has been migrated successfully.

CRM On Demand reports can also be migrated to Oracle Sales Cloud. Or take advantage of Oracle Business Intelligence Enterprise Edition (OBIEE) to create new reports. OBIEE functionality includes: interactive dashboards, ad hoc analysis and interactive reporting, mobile analytics, and the ability to schedule and deliver reports to end users.

If you would like to discuss this please Contact CRMNow to discuss this in more detail.

Oracle Sales Cloud – Extensible fields in Reports

When you include custom (extensible) fields in your reports, you might find that no results are returned. In fact, reports including custom fields might have worked perfectly well when you built them and no longer return any data.
To include custom fields in your reports you need to include a Fact to ensure there is a join between the out of the box data table and the custom data table.
For example, when creating a Customer report using Sales – CRM Customer Overview and need to include custom fields, include the # of Sales Accounts fact. Your report will now return all data expected.

Are you using “Glance, Scan, Commit”

Recently read a very interesting article on Forbes on why Oracle invested so much time and money on “Glance, Scan, Commit”. Its a very interesting read and I must say they are ahead of the game. You will see from the latest press announcements that some of Oracle’s competitors in CRM are only now announcing that they are looking to change their UI but Oracle has had this UI for at least four releases now. I must say that from Release to Release I love this UI more and more. Suggest you read the strategy and details behind this here 

Creating Themes in Classic UI for Sales Cloud

Stumbled on the following details that look to be still undocumented by Oracle. Here is how you can create a theme for the Classic UI within Oracle Sales Cloud by completing the following process:

  1. Click Navigator -> Setup and Maintenance
  2. Search and Go to Task “Manage Menu Customizations”
  3. Expand Customization
  4. Highlight Themes and Show Component
  5. Click Close
  6. Now go to the Navigator Menu and Customization and then Themes

Now you are ready to start the process  – enjoy!

Oracle Sales Cloud Test Drive Workshop, Sydney

Please join Oracle to discover the power of Oracle’s Sales Cloud at these unique half-day hands-on workshops and learn how Oracle Sales Cloud can empower your sales team. After a brief introduction to Oracle’s Sales Cloud, attendees will follow a self-paced, supervised, hands-on tutorial where you will see how easy it is to:
  • Sell more, faster – learn how to create a quote in minutes
  • Move deals faster, and coach reps to their next win through social collaboration – learn how to collaborate with your team on an existing deal
  • Improve forecast accuracy – learn how to create dashboards to see how your team is progressing for the quarter
  • Improve lead conversion rates – learn how to create a lead and opportunity quickly and easily on a mobile device

Register for the event here

Oracle Sales Cloud Test Drive Workshop, Melbourne

Please join Oracle to discover the power of Oracle’s Sales Cloud at these unique half-day hands-on workshops and learn how Oracle Sales Cloud can empower your sales team. After a brief introduction to Oracle’s Sales Cloud, attendees will follow a self-paced, supervised, hands-on tutorial where you will see how easy it is to:
  • Sell more, faster – learn how to create a quote in minutes
  • Move deals faster, and coach reps to their next win through social collaboration – learn how to collaborate with your team on an existing deal
  • Improve forecast accuracy – learn how to create dashboards to see how your team is progressing for the quarter
  • Improve lead conversion rates – learn how to create a lead and opportunity quickly and easily on a mobile device

Register for the event here