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Oracle Engagement Cloud: Getting Started with Your Implementation: Sales Setup Assistant (Doc ID 2333552.1)

Last updated on MAY 14, 2020

Applies to:

Oracle Fusion B2B Service Cloud Service - Version 11.13.19.04.0 and later
Oracle Fusion CX Sales Cloud Service - Version 11.13.19.04.0 and later
Information in this document applies to any platform.

Purpose

This document is for new customers who are getting started with their Oracle Engagement Cloud implementations. It describes how to speed up the initial Oracle Engagement Cloud implementation described in the Oracle Engagement Cloud Getting Started with Your Sales Implementation guide. The Sales Setup Assistant speeds up your work by providing a guided page flow that requires minimal input to execute the setup tasks in the Setup and Maintenance work area, Scheduled Processes, and other work areas.

Scope

The Sales Setup Assistant is designed for executing the setup tasks required for initial on-boarding and set the stage for importing data using the Quick Import Macros. It enables you to set up a business to business sales application for account, contact, opportunity management and owner based forecasting.

NOTE 1 :

You must use the 64-bit version of Java 8 (+). Java 11 and higher are not supported for this utility. The Sales Setup Assistant does not work with the 32-bit version of Java.

You can download Java 8 JRE for Windows x64 from the page below:

https://www.oracle.com/technetwork/java/javase/downloads/jre8-downloads-2133155.html

 

NOTE 2:

The Sales Setup Assistant is only supported for English.

For any 20A deployment that is using another language you will have to do the setup manually.

Starting with 20B, Setup Assistant is available from your Sales application and is available in all supported languages for CX Sales.

Navigation Path: Setup and Maintenance > Sales Offering > Company Profile Functional Area.

Detailed instructions are provided in the Chapter 3 of the Getting Started with Your CX Sales Implementation guide

 

Details

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