Oracle Learning Library: Recent Activity

Fusion CRM: Personalizing the Sales Dashboard

FRIDAY , 24 MAY 2013 21:56:41

Last Updated On: 24-May-13

Fusion CRM: Working with the Resource Directory - Managing Your Resource Profile Information

FRIDAY , 24 MAY 2013 21:50:16

Last Updated On: 24-May-13 You are Hank Rafferty and you need to edit your profile to update your skills and add a new photo. Your coworkers can view your profile and your employer can assign tasks based on the skills you...

Fusion CRM: Define Classifications - Creating Classification Categories and Codes

FRIDAY , 24 MAY 2013 21:49:36

Last Updated On: 24-May-13 You are an Applications Administrator who wants to create a classification category, with classification codes, that specifies the customer support contracts that your company provides....

Creating Zone Types and Zones for Shipping and Tax

FRIDAY , 24 MAY 2013 21:49:04

Last Updated On: 24-May-13 You are an Applications Administrator who wants to create zone types and zones for the Manage Shipping Zones and Manage Tax Zone Types tasks. On this occasion you create a zone type for shipment...

Creating Territory Zone Hierarchies

FRIDAY , 24 MAY 2013 21:48:30

Last Updated On: 24-May-13 You are an Applications Administrator and need to create territory geography zone types and zones. On this occasion you decide to create a zone type and an Eastern Coast sales zone. You also nee...

Managing Geography Structures, Hierarchies, and Validation

FRIDAY , 24 MAY 2013 21:47:35

Last Updated On: 24-May-13 You are an Applications Administrator who wants to start to configure the geography structure, hierarchy, and validation for the country geography of the United States....

Fusion CRM: Import Trading Community Information - Reimporting a Data Import Batch

FRIDAY , 24 MAY 2013 21:47:04

Last Updated On: 24-May-13 You are an Applications Administrator and you want to reimport a data import batch so that you can change the deduplication options for the batch you have already imported.

Fusion CRM: Create a Segment

FRIDAY , 24 MAY 2013 21:46:25

Last Updated On: 24-May-13 You are a marketing operations manager who is creating a segment to target a group of customers for an e-mail marketing campaign. In this demonstration, you will learn how to create a segment.

Creating a Small Deal Rule

FRIDAY , 24 MAY 2013 21:45:52

Last Updated On: 24-May-13 You are the Marketing Operations Manager. You need a rule that assigns your qualified leads to a sales resource. This is the fourth and final of a series of lead assignment rules to s...

Creating a Large Deal Rule

FRIDAY , 24 MAY 2013 21:45:16

Last Updated On: 24-May-13 You are the Marketing Operations Manager. You need a rule that assignes your qualified leads to a sales resource. This is the third of a series of four lead assignment rules to show y...

Creating a Direct Sales Channel Rule

FRIDAY , 24 MAY 2013 21:44:35

Last Updated On: 24-May-13 You are the Marketing Operations Manager. You need a rule that assignes your qualified leads to a sales resource. This is the second of a series of four lead assignment rules to show ...

Creating a Partner Sales Channel Rule

FRIDAY , 24 MAY 2013 21:43:58

Last Updated On: 24-May-13 You are the Marketing Operations Manager. As new leads are generated, rule-based assignment of the qualification status helps to standardize the qualification process. This is the fir...

Creating a Rule Based Lead Assignment Rule Set

FRIDAY , 24 MAY 2013 21:43:20

Last Updated On: 24-May-13 You are the Marketing Operations Manager at InFusion. In the process of looking at leads and opportunitites for a sale, you qualify leads, score the leads on their probablity for a sale and rank...

Creating Lead Ranking Rule: Cool

FRIDAY , 24 MAY 2013 21:42:45

Last Updated On: 24-May-13 This is the third and final of a series of three lead ranking rules to show you how to set up classification rules for filtering creditable leads based on the ranking of the Leads Qualification ...

Creating Lead Ranking Rule: Warm

FRIDAY , 24 MAY 2013 21:41:59

Creating Lead Ranking Rule: Hot

FRIDAY , 24 MAY 2013 21:41:31

Last Updated On: 24-May-13 Creating Lead Ranking Rule: Hot You are the Marketing Operations Manager. As new leads are generated, rule-based assignment of the qualification status helps to standardize the qualif...

Creating Lead Ranking Ruleset

FRIDAY , 24 MAY 2013 21:40:55

Last Updated On: 24-May-13 You are the Marketing Operations Manager at InFusion. As new leads are generated, the default lead status is UNQUALIFIED. These leads should be qualified for a more efficient sales effort....

Creating Scoring Rules: Time Frame

FRIDAY , 24 MAY 2013 21:39:50

Creating Scoring Rules: Authority

FRIDAY , 24 MAY 2013 21:39:10

Creating Scoring Rules: Budget Pending

FRIDAY , 24 MAY 2013 21:38:36

Creating Scoring Rules: Budget Approved

FRIDAY , 24 MAY 2013 21:37:54

Creating a Lead Qualification Rule

FRIDAY , 24 MAY 2013 21:37:11

Creating a Lead Qualification Rule Set Group

FRIDAY , 24 MAY 2013 21:35:50

Last Updated On: 24-May-13 You are the Marketing Operations Manager at InFusion Corporation. As new leads are generated, they should be qualified for a more efficient sales effort....

Creating a Lead Qualification Rule Set

FRIDAY , 24 MAY 2013 21:35:28

Last Updated On: 24-May-13 You are the Marketing Operations Manager at InFusion Corporation. As new leads are generated, they should be qualified for a more efficient sales effort. Rule-based assignment of the ...

Viewing the Custom Field in the Import Activity Mapping

FRIDAY , 24 MAY 2013 21:32:04

Last Updated On: 24-May-13 In this tutorial, we'll check that the Next Step custom text field we created for an opportunity is available for import.

Making the Custom Field Available for Import

FRIDAY , 24 MAY 2013 21:31:28

Last Updated On: 24-May-13 In this tutorial, we'll make the custom field available for import.

Publishing the Custom Field from the Sandbox

FRIDAY , 24 MAY 2013 21:30:43

Last Updated On: 24-May-13 In this tutorial, we'll publish the custom text field we added to the create and edit opportunity pages.

Testing the Custom Field

FRIDAY , 24 MAY 2013 21:30:08

Last Updated On: 24-May-13 In this tutorial, we test the custom text field we added to the create and edit opportunity pages.

Exposing a Custom Field in Application Pages

FRIDAY , 24 MAY 2013 21:29:35

Last Updated On: 24-May-13 This tutorial shows how to expose a custom field on application pages.

Creating a Custom Field

FRIDAY , 24 MAY 2013 21:29:00

Last Updated On: 24-May-13 This tutorial shows how to add a field to an existing application object.

Testing the Subtab for a Child Object

FRIDAY , 24 MAY 2013 21:27:52

Last Updated On: 24-May-13 In this demonstration, we will test the subtab we created by adding an activity to an existing trouble ticket. This is the last in a series of related demonstrations on creating...

Adding a Subtab for a Child Object

FRIDAY , 24 MAY 2013 21:27:11

Last Updated On: 24-May-13 In this demonstration, you will learn how to display child object records in the work area of a parent object at runtime. We will create a subtab in the trouble ticket that disp...

Adding a Fixed Choice List Field to a Child Object

FRIDAY , 24 MAY 2013 21:26:33

Last Updated On: 24-May-13 In this tutorial, you will learn how to create a fixed choice list field for a child object, using a status field as an example. Users will select either Open or Closed from a l...

Adding a Long Text Field to a Child Object

FRIDAY , 24 MAY 2013 21:25:57

Last Updated On: 24-May-13 This demonstration shows how to create a long text field for a child object. Here we are adding a description field to the activity child object we created previously. Users wil...

Creating a Child Object in Application Composer

FRIDAY , 24 MAY 2013 21:25:18

Last Updated On: 24-May-13 This demonstration shows how to create a child object in Application Composer. The child object we are creating appears as a subtab in the runtime application. Child objects do ...

Testing Your Work Area in Application Composer

FRIDAY , 24 MAY 2013 21:24:29

Last Updated On: 24-May-13 This tutorial shows how to test the work area that you created for a custom object, a trouble ticket in this example.

Adding a Dynamic Choice List Field to an Object in Application Composer

FRIDAY , 24 MAY 2013 21:23:42

Last Updated On: 24-May-13 This tutorial shows how to add a dynamic choice list field to an object in Application Composer. A dynamic choice list field contains a list of values that is populated from the actual data of a...

Adding a Fixed Choice List Field to an Object in Application Composer

FRIDAY , 24 MAY 2013 21:21:58

Last Updated On: 24-May-13 This tutorial shows how to add a fixed choice list field to an object in Application Composer. In this example, we are adding a status field to a trouble ticket application. Users will have the ...

Adding a Long Text Field to an Object in Application Composer

FRIDAY , 24 MAY 2013 21:20:53

Last Updated On: 24-May-13 This tutorial shows how to add a long text field to an object in Application Composer. A long text field supports entry of up to 32,000 characters.

Creating a Custom Object Using Application Composer

FRIDAY , 24 MAY 2013 21:19:46

Last Updated On: 24-May-13 This tutorial shows how to create a custom object called trouble ticket.

Importing Sales Accounts from the Sales Accounts Import Template

FRIDAY , 24 MAY 2013 19:12:37

Last Updated On: 24-May-13

Fusion CRM: Importing Sales Accounts from a File Series

FRIDAY , 24 MAY 2013 19:08:14

Last Updated On: 24-May-13

Verifying the Imported Sales Accounts

FRIDAY , 24 MAY 2013 19:04:07

Last Updated On: 24-May-13

Creating the Source System for Your Data

FRIDAY , 24 MAY 2013 18:55:53

Last Updated On: 24-May-13

Understanding the Sample Sales Accounts Import Template

FRIDAY , 24 MAY 2013 18:52:03

Last Updated On: 24-May-13

Adding Sections and Clauses

FRIDAY , 24 MAY 2013 17:13:03

Last Updated On: 24-May-13 This demonstration shows how to add sections and clauses to the contract terms in a contract. This example adds a new section and a clause guaranteeing that the software being sold is...

Checking for Deviations from Standards and Submitting a Supplier Contract for Approval

FRIDAY , 24 MAY 2013 17:13:03

Last Updated On: 24-May-13 This demonstration shows how to review a supplier contract for any deviations from company standards and how to submit that contract for approval. This is the fifth in a series of rel...

Understanding a Contract Terms Template

FRIDAY , 24 MAY 2013 17:13:03

Last Updated On: 24-May-13 This demonstration provides an overview of contract terms template features.

Setting Up Sales Coach: Task Templates and Assessment Templates (Part 2)

FRIDAY , 24 MAY 2013 17:12:32

Last Updated On: 24-May-13 This demonstration shows how to set up the following Sales Coach elements: task templates and assessment templates. Refer to the Setting up Sales Coach: Process Steps, Required Fields, and...

Adding Sales Forecast Items

FRIDAY , 24 MAY 2013 17:12:32

Last Updated On: 24-May-13 You have open opportunities with revenue items that should be included in your forecast for the current quarter. This demonstration will show you how to add those revenue items to your forecast....

Adjusting and Submitting Sales Forecasts

FRIDAY , 24 MAY 2013 17:12:32

Last Updated On: 24-May-13 You are a sales representative and you need to submit your sales forecast. In this demonstration, you will learn how to adjust your forecast at the forecast item and territory levels and submit ...

01 Creating a New Microsoft Outlook Profile

FRIDAY , 24 MAY 2013 17:12:32

Last Updated On: 24-May-13

Adjusting and Submitting Subordinate Forecasts

FRIDAY , 24 MAY 2013 17:12:32

Last Updated On: 24-May-13 You are the sales manager and you need to adjust and submit the forecast for your Brazil territory hierarchy. In this demonstration you will learn how to make adjustments to territory forecasts ...

Running Contract Expert

FRIDAY , 24 MAY 2013 17:12:31

Last Updated On: 24-May-13 This demonstration shows how to run Contract Expert on a sales contract.

03 Installing the Fusion CRM for Microsoft Outlook Application

FRIDAY , 24 MAY 2013 17:12:31

Last Updated On: 24-May-13

02 Installing the Fusion CRM for Microsoft Outlook Public Certificate

FRIDAY , 24 MAY 2013 17:12:31

Last Updated On: 24-May-13

Creating a Supplier Contract

FRIDAY , 24 MAY 2013 17:12:31

Last Updated On: 24-May-13 This demonstration shows how to create a supplier contract. This is the first in a series of related demonstrations that use the example of a contract to purchase desktop computers an...

Fusion CRM: Managing Sales Methods and Stages

FRIDAY , 24 MAY 2013 17:12:31

Last Updated On: 24-May-13 This demonstration shows how to modify the supplied sales methods and sales stages to fit your business requirements....

Moving Sections and Clauses

FRIDAY , 24 MAY 2013 17:10:22

Last Updated On: 24-May-13 This demonstration shows how to move sections and clauses.

Understanding Nonstandard Clauses

FRIDAY , 24 MAY 2013 17:10:22

Last Updated On: 24-May-13 This demonstration discusses the differences between the two kinds of nonstandard clauses: a nonstandard clause you create by editing a standard clause and a nonstandard clause that you create f...

Entering Supplier Contract Details

FRIDAY , 24 MAY 2013 17:10:21

Last Updated On: 24-May-13 This demonstration shows how to enter party details into a supplier contract. This is the second in a series of related demonstrations that use the example of a contract to purchase d...

Setting up Sales Coach: Process Steps, Required Fields, and Recommended Documents (Part 1)

FRIDAY , 24 MAY 2013 17:10:21

Last Updated On: 24-May-13 This demonstration shows how to set up the following Sales Coach elements: process steps, required fields, and recommended documents. Refer to the Setting Up Sales Coach: Task Templates and Asse...

Creating a Clause in the Contract Terms Library

FRIDAY , 24 MAY 2013 17:10:21

Last Updated On: 24-May-13 This demonstration shows how to create a clause in the Contract Terms Library.

Creating a Clause in a Contract Terms Template

FRIDAY , 24 MAY 2013 17:10:20

Last Updated On: 24-May-13 In this demonstration you will learn how to create a clause while editing a contract terms template. The draft clause you create is submitted along with the template for approval. Once approved,...

Uploading Edited Contract Terms from a Word 2007 File

FRIDAY , 24 MAY 2013 17:10:20

Last Updated On: 24-May-13 This demonstration shows how you can automatically update the contract terms in the application with edits you upload from a Word 2007 file. This is the final in a series of related d...

Understanding the Elements of a Clause in the Contract Terms Library

FRIDAY , 24 MAY 2013 17:10:20

Last Updated On: 24-May-13 In this demonstration you will learn about the different elements of a clause in the Contract Terms Library. ...

Fusion CRM: Creating Sales Territories

FRIDAY , 24 MAY 2013 17:10:20

Last Updated On: 24-May-13 Computer sales in Japan are expanding. You just hired a computer systems sales expert to assist your primary salesperson....

Managing Purchasing for a Supplier Contract Using Contract Fulfillment

FRIDAY , 24 MAY 2013 17:10:20

Last Updated On: 24-May-13 This demonstration shows how to create contract fulfillment lines in a supplier contract and use those fulfillment lines to initiate a purchase order in an integrated purchasing application....

Entering Variable Values

FRIDAY , 24 MAY 2013 17:10:20

Last Updated On: 24-May-13 This demonstration shows how to recognize clause variables that are missing values and how to enter those values in....

Creating Nonstandard Clauses

FRIDAY , 24 MAY 2013 17:10:20

Last Updated On: 24-May-13 This demonstration shows how you create nonstandard clauses in a contract either by editing a standard clause or by creating a nonstandard clause from scratch....

Creating a Contract Terms Template

FRIDAY , 24 MAY 2013 17:10:20

Last Updated On: 24-May-13 In this demonstration you will learn how to create a contract terms template.

Fusion CRM: Using Sales Coach

FRIDAY , 24 MAY 2013 17:10:20

Last Updated On: 24-May-13 You have recently joined a company as a new sales representative. You want information on your company's sales processes and best practices for opportunities in this sales stage, so you deci...

Reviewing Contract Terms and Running Contract Expert on a Supplier Contract

FRIDAY , 24 MAY 2013 17:10:19

Last Updated On: 24-May-13 This demonstration shows how to review contract terms and run Contract Expert on a supplier contract. This is the fourth in a series of related demonstrations that use the example of ...

Entering Supplier Contract Lines

FRIDAY , 24 MAY 2013 17:10:19

Last Updated On: 24-May-13 This demonstration shows how to enter lines into a supplier contract. This is the third in a series of related demonstrations that use the example of a contract to purchase desktop co...

Editing Contract Terms in Word 2007

FRIDAY , 24 MAY 2013 17:10:19

Last Updated On: 24-May-13 This demonstration shows how you can use Word 2007 to edit the contract terms you downloaded from a contract in the application. This is the second in a series of related demonstratio...

Fusion CRM: Creating a Customer Contract - Viewing Financial Summary

FRIDAY , 24 MAY 2013 17:10:19

Last Updated On: 24-May-13 This tutorial walks through viewing the financial summary for a contract. You are a contract administrator who wants to determine the profitability of a contract that is billing ...

Selecting Alternate Clauses

FRIDAY , 24 MAY 2013 17:10:19

Last Updated On: 24-May-13 This demonstration shows how to substitute alternate clauses in your contract and how to identify clauses where alternates are available....

Downloading the Contract Terms for Editing in Word 2007

FRIDAY , 24 MAY 2013 17:10:19

Last Updated On: 24-May-13 This demonstration shows how you can download contract terms from the application into a file that can be edited in Word 2007. This is the first in a series of related demonstrations ...

Working with One View Watchlists

FRIDAY , 24 MAY 2013 07:35:33

Last Updated On: 24-May-13

Viewing One View Watchlists

FRIDAY , 24 MAY 2013 07:22:29

Last Updated On: 24-May-13

Configuring One View Watchlist View and Action Security

FRIDAY , 24 MAY 2013 06:27:22

Last Updated On: 24-May-13 This tutorial demonstrates how to create a One View Reporting BI Publisher soft coding record. For more information see the

Creating and Sharing One View Watchlists

FRIDAY , 24 MAY 2013 06:25:23

Last Updated On: 24-May-13

Fusion CRM: Prebuilt Reports

THURSDAY , 23 MAY 2013 20:56:23

Last Updated On: 23-May-13

Setup your Enterprise with Enterprise Structure Configurator: Streaming recording

THURSDAY , 23 MAY 2013 05:47:20

Last Updated On: 23-May-13

Setup your Enterprise with Enterprise Structure Configurator: Download recording

THURSDAY , 23 MAY 2013 05:45:29

Last Updated On: 23-May-13

Setup your Enterprise with Enterprise Structure Configurator Presentation

THURSDAY , 23 MAY 2013 05:38:16

Last Updated On: 23-May-13

HCM Live: Webinar Recordings and Presentations

THURSDAY , 23 MAY 2013 05:06:21

Last Updated On: 23-May-13

HCM Live: Enterprise Structure Configurator

THURSDAY , 23 MAY 2013 04:59:47

Last Updated On: 23-May-13