All-CRM-Demos

Table of Contents

• All-CRM-Demos
• Oracle Fusion CRM Application Composer
• Creating a Sandbox
• Creating a Custom Object
• Creating a Custom Object Using Application Composer
• Adding a Long Text Field to an Object in Application Composer
• Adding a Fixed Choice List Field to an Object in Application Composer
• Adding a Dynamic Choice List Field to an Object in Application Composer
• Creating a Work Area in Application Composer
• Testing Your Work Area in Application Composer
• Creating a Child Object in Application Composer
• Creating a Child Object in Application Composer
• Adding a Long Text Field to a Child Object
• Adding a Fixed Choice List Field to a Child Object
• Adding a Subtab for a Child Object
• Testing the Subtab for a Child Object
• Adding a Custom Field for Import
• Creating a Custom Field
• Exposing a Custom Field in Application Pages
• Testing the Custom Field
• Publishing the Custom Field from the Sandbox
• Making the Custom Field Available for Import
• Viewing the Custom Field in the Import Activity Mapping
• Importing Sales Accounts from a File
• Understanding the Sample Sales Accounts Import Template
• Creating the Source System for Your Data
• Importing Sales Accounts from the Sales Accounts Import Template
• Verifying the Imported Sales Accounts
• Non-Embedded Help Demos
• Oracle Fusion Customer Data Management
• Import Trading Community Information
• Reimporting a Data Import Batch
• Define Geographies
• Managing Geography Structures, Hierarchies, and Validation
• Creating Territory Zone Hierarchies
• Creating Zone Types and Zones for Shipping and Tax
• Define Classifications
• Creating Classification Categories and Codes
• Working with the Resource Directory
• Managing Your Resource Profile Information
• Oracle Fusion Opportunity Management
• Managing Sales Methods and Stages
• Managing Sales Methods and Stages
• Setting up Sales Coach, Part 1
• Setting Up Sales Coach, Part 2
• Using Sales Coach
• Oracle Fusion Sales Forecasting
• Manage Sales Forecast
• Adding Sales Forecast Items
• Adjusting and Submitting Sales Forecasts
• Adjusting and Submitting Subordinate Forecasts
• Oracle Fusion Sales
• Installing Oracle Fusion CRM for Microsoft Outlook onto a laptop or PC
• Creating a New Microsoft Outlook Profile for Oracle Fusion CRM for Microsoft Outlook
• Installing the Oracle Fusion CRM for Microsoft Outlook Public Certificate
• Installing the Oracle Fusion CRM for Microsoft Outlook Application
• Personalizing the Sales Dashboard
• Oracle Fusion Territory Management
• Creating Sales Territories
• Oracle Fusion Assignment Manager
• Define Common Sales Configuration
• Creating a Lead Qualification Rule Set
• Creating a Lead Qualification Rule Set Group
• Creating a Lead Qualification Rule
• Creating Scoring Rules: Budget Approved
• Creating Scoring Rules: Budget Pending
• Creating Scoring Rules: Authority
• Creating Scoring Rules: Time Frame
• Creating Lead Ranking Ruleset
• Creating Lead Ranking Rule: Hot
• Creating Lead Ranking Rule: Warm
• Creating Lead Ranking Rule: Cool
• Creating a Rule Based Lead Assignment Rule Set
• Creating a Partner Sales Channel Rule
• Creating a Direct Sales Channel Rule
• Creating a Large Deal Rule
• Creating a Small Deal Rule
• Oracle Fusion Marketing
• Define Segmentation Strategy
• Create a Segment
• Implementing Marketing Content
• Adding Merge Fields to a Template
• Inserting Rules for Conditional Content in a Template
• Oracle Enterprise Contracts
• Creating a Customer Contract
• Viewing Financial Summary
• Editing Contract Terms
• Adding Sections and Clauses
• Moving Sections and Clauses
• Understanding Nonstandard Clauses
• Creating Nonstandard Clauses
• Entering Variable Values
• Selecting Alternate Clauses
• Running Contract Expert
• Editing Contract Terms in Word
• Downloading the Contract Terms for Editing in Word 2007
• Editing Contract Terms in Word 2007
• Uploading Edited Contract Terms from a Word 2007 File
• Authoring a Supplier Contract
• Creating a Supplier Contract
• Entering Supplier Contract Details
• Entering Supplier Contract Lines
• Managing Purchasing for a Supplier Contract Using Contract Fulfillment
• Checking for Deviations from Standards and Submitting a Supplier Contract for Approval
• Reviewing Contract Terms and Running Contract Expert on a Supplier Contract
• Maintaining the Contract Terms Library
• Understanding the Elements of a Clause in the Contract Terms Library
• Creating a Clause in the Contract Terms Library
• Understanding a Contract Terms Template
• Creating a Contract Terms Template
• Creating a Clause in a Contract Terms Template