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R12 Oracle Sales Fundamentals (D48123)


Course Overview

This course gives students a combination of instructor-led lecture and hands-on experience implementing Oracle Sales Release 12. Primarily designed for technically oriented students, this course covers the underlying architecture, technical components, implementation planning considerations, and implementation tasks essential for a Sales implementation project. Along with implementation tasks and details, this course provides an overview of Sales mandatory dependencies, enabling students to understand the entire scope of a Sales implementation project.

Through lecture, demonstrations, hands-on exercises, team activities, and classroom discussions, students gain an understanding of the scope of a Sales implementation project, including: implementation tasks, working with different components of the Sales suite of products, personalizing the UI, setting up and maintaining users, and running concurrent programs.

Learn To:
  • Personalize the UI to suit your requirements
  • Perform a secure implementation using various security features
  • Create Rule sets to filter leads
  • Set up the Universal Work Queue
  • Forecast the sales for your organization over a period
  • Access objects across multiple organizations

Who should attend

  • Business Analysts
  • Sales Consultants
  • Technical Consultant
  • Functional Implementer

Course Objectives

  • Create Employees and Users, Import Resources, and assign roles and responsibilities to users
  • Understand implementation steps required to set up sales products
  • Describe integration points between Oracle Sales and Oracle Marketing applications
  • Understand Global Address formatting
  • Understand Oracle Sales related personalization features available in OA Framework
  • Create proposals for leads, opportunities or quotes
  • Understand iStore's shopping cart and ordering functionality and other key features
  • Understand features of Oracle's sales applications
  • Create leads and convert them into opportunities
  • Create opportunities and convert them into quotes
  • Describe Campaign Flows, schedules and target groups
  • Under geographic territories and named territories, set up in Territory Manager
  • Explain the Basic Sales Flow
  • Set up common components, such as Notes, Tasks and Calendars
  • Describe the Lead to Order Process
  • Create Customers and Contacts using Oracle trading Community Architecture model

Course Content

  • Overview of Lead to Order Process
  • Overview of Sales Products
  • Sales Security
  • Oracle Telesales
  • Leads Management
  • Opportunity Management
  • Forecasting
  • Sales Supplements in Oracle Sales
  • Territories
  • Proposals
  • Quoting with Sales Contracts and Incentive Compensation
  • Sales Offline and Sales for Handhelds
  • OA Framework Personalization in Oracle Sales
  • Opportunity Reports
  • Appendix: Product Catalog
Classroom Training

Duration 4 days

Price (excl. tax)
  • Germany: 3,220.- €
  • Switzerland: CHF 3,728.-
Digital courseware

Courseware language: English

Online Training

Duration 4 days

Price (excl. tax)
  • Germany: 3,060.- €
  • Switzerland: CHF 3,728.-
Digital courseware

Courseware language: English


Currently there are no training dates scheduled for this course.  Enquire a date