Last updated on MAY 02, 2017
Applies to:Oracle Fusion Sales Cloud Service - Version 126.96.36.199.0 and later
Information in this document applies to any platform.
In the Using Sales guide (Oracle® Sales Cloud Using Sales Release 13.2 Part Number E49570-02 https://docs.oracle.com/cd/E48434_01/doc.1118/e49570/F1159749AN1A3C5.htm) in Chapter 5 (Manage Base Sales) it describes the “Reference Customers” functionality, and this is exactly the functionality customer is looking to use.
The guide states that Sales Administrators should follow this process:
“Creating a reference customer involves marking an existing customer as a reference customer. To do so, navigate to the Profile node of the customer tree. In the edit page of the customer, use the Actions menu to Manage References. In the Create Sales References page, activate some reference attributes of the customer, such as Rank or Type. Save your changes. Note that if you have accessed a customer who is already a reference customer, the page will be named Edit Sales Reference instead of Create Sales Reference.”
Because it mentions the Profile Node of the Customer Tree, I assume this is describing the Desktop UI, and not the SUI. However, there isn’t an Action labeled “Manage References” that I can find in the Actions menu. Also, I cannot find “Manage References” in Application Composer.
Customer needs to know if Reference Customers Feature will be deprecated along with desktop UI.
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