Comments

  • 1-15 of 15
  • John Thomas

    Hi Petr,

    The Oracle University (Learning) content in my experience has always had difficulty keeping up with the software releases.  My company had an issue where we subscribed to the Sales Cloud content, the content names were updated to indicate that the it was updated to a current release (I think it was R12 at the time) but the underlying content was still for a prior release.  More specifically, there was a fairly significant change in how Security was managed, the videos were for R11, but the links/labels indicated that they were for R12.  My advice is to just make sure that the content is current/appropriate for your release.  Updating the name Engagement vs Sales seems like it should have been done to eliminate confusion, but the critical part is to make sure that whoever is consuming this information is getting the right training.  I guess the naming confuses this a bit right out of the gate.

     

  • John Thomas

    Thank you for that clarification Michael.  I think I was confusing Campaigns with the old Marketing Campaigns; as you have deduced.

  • John Thomas

    Hi Tiina,

    In my opinion, the answer of whether to use one vs. the other has more to do with whether or not the users of the dashboard manage records in OEC.  If they do, then it is nice to materialize the dashboard in OEC and allow them to not have to launch another application and toggle between tabs in their web browser.  Additionally, if in OEC, you can use ADF Contextual Event actions to allow access to records directly from the Dashboard Analysis. 

    If the user is just a consumer of information on the dashboard, then giving them a link to the dashboard without having to do any navigation seems like it could be a better choice.  I'm sure others have pros and cons that they can share, but this is immediately what I think of.

    Thanks,

    John

  • John Thomas

    Hi Rohit,

    This may not be the exact answer you're looking for but in case it helps, I'll tell you what I know.  Campaigns is an old feature that was developed before Sales Campaigns and has not gotten any enhancements for quite some time.  I tried using it a few years ago but the limitations seemed to make it impractical to use.  Sales Campaigns is designed with sales people in mind as a mechanism to allow them to create quick campaigns that are specific to whatever prospecting activity they are personally working on.  It has gotten all of the enhancements over the past releases and updates.  With my company's selling model and our reps' level of proficiency, we do not allow them create their own Sales Campaigns.  Sales Campaigns can obviously be used by someone in a marketing role but the capabilities are extremely limited when comparing to Marketing Cloud.  We don't have Marketing Cloud, but I believe there is quite a bit of documentation out there for integrating it with OEC, which should answer your questions as to how to get Campaigns from one to the other.  

    I hope this helps some.

    Thanks,

    John 

  • John Thomas

    Thank you Manjunath.

  • John Thomas

    Hi Mahesh,

    Thanks for the reply.  Sohi replied to me with an answer that looked like it was going to work for me.  However, soon after we made the decision to outsource the part of our project where I needed to do this so I never had the need to fully validate the guidance provided by Sohi.

    Regards,

    John

  • John Thomas

    Thank you for the comment Lars.  I am familiar with Ed's blog and do have plans of looking at Gamification for trying to influence adoption.  I agree that OSN will be a great channel for us to communicate with our users. I am still hoping to hear about the use of Sales Campaigns with internal customers.  If you hear of anyone using Sales Campaigns internally, please let me know.  In a previous job, we had marketing automation integrated with CRM and I would use our marketing automation solution for this purpose.  I'm hoping that since some of the tracking capabilities exist with Sales Campaigns that I can leverage it.

  • John Thomas

    Hi Krishna,

    Is everyone experiencing the inability to sync, or just certain users?  We were having an issue where the profile would install on some users' iPhones, but the calendar wasn't appearing.  Removing the profile and reinstalling fixed the issue. I'm assuming the calendar is present on your users' iPhones?

  • John Thomas

    Hi Muhammad,

    Our company has wrestled with this same question.  I think the best answer depends on the volume of opportunities that your sales reps deal with, combined with how you want data to show in reporting.  We proposed two options to our business partners.  Using your scenario, the first option was for the sales rep to copy their $1M opportunity to a new opportunity, and update the revenue amount to $700K.  They would show the $700K opportunity as a win, but a $1M opportunity as a loss for the same customer.  This is the option that our business partners chose for reasons that made sense to them. 

    The second option that we proposed, but never tested, was adding the revenue item win probability field, having the sales rep copy their Product 'X' revenue item, change one to $700K with a win probability of 100%, and change the win probability of the $1M revenue line to 0%.  This would seem to provide the desired visibility, but again, we never fully built it out.  I hope this helps.

    Thanks,

    John

  • John Thomas

    Hi Hitesh,

    Thanks for commenting.  My issue is, until a new value from an LOV is used on a record, it won't show up in the results of an analysis, correct?  I'm trying to use the analysis to drive valid values in my spreadsheet so that when a user submits the file to me, it doesn't have values that will not import, or are incorrect relative to values specific to a standard lookup.  In the case of trade show lead imports, a requester asks for a new trade show name to be added to a lookup.  We add the name, but there are no records yet because the leads haven't been imported.  I would like the user to be able do select the new trade show name from a drop down list in Excel.  This is why I'm asking whether or not an analysis can be created where the actual lookup values are materialized.  Otherwise I would have to add the new trade show name and create a test record in order for the value to show up in the analysis.  Obviously I would like to not have to create a test record.

  • John Thomas

    Hi Krishna,

    You might want to look at 'Sales - CRM Customers and Contacts Real Time' also.  

    Thanks,

    John

  • John Thomas

    Hi Paul,

    Take a look at the exchange between Patrick Kelley and me @  https://cloudcustomerconnect.oracle.com/posts/3b0c80289d?commentId=60462#60462

    There are two Doc IDs that are referenced that provide all of the pertinent details. One references building the report from scratch, and the other is one that references creating it from an import that Oracle setup (I'm assuming because many customers were asking for it.).  

    Here's my specific script if it helps.  

    Let me know if anything is unclear.

    SELECT unique u.username "LOGIN_USERNAME", h.person_first_name "FIRST_NAME", h.person_last_name "LAST_NAME",h.person_first_name||' '||h.person_last_name "NAME",h.email_address, TO_CHAR((SYSDATE-s.last_login_date),999.9) "DAYS SINCE CONNECT", 1 COUNTER, s.last_login_date 
    FROM per_users u,
    hz_parties h,
    per_user_roles r,
    ASE_USER_LOGIN_INFO s
    WHERE 
    u.suspended = 'N'
    AND r.active_flag = 'Y'
    and u.username not like 'FUSION_APPS_%'
    and u.username not in ('weblogic_idm', 'oamAdminUser', 'IDROUser')
    and u.user_guid = h.user_guid
    AND u.user_id = r.user_id
    AND u.user_guid = s.user_guid (+)
    ORDER BY s.last_login_date

  • John Thomas

    Hi Kiran,

    From your "My Services" dashboard in cloud.oracle.com, you will see the version at the bottom of the webpage.

     

  • John Thomas

    Doug,

    You should be able to do a join, I'm just not sure if the columns are the same between the Opportunity table and this particular Fusion table.  Are you familiar with Oracle Enterprise Repository?

     http://www.oracle.com/webfolder/technetwork/docs/HTML/oer-redirect.html

    You can go here to find the appropriate column names for your join.

     

  • John Thomas

    Hi Doug,

    I just got an answer to this one last week.

    See if this helps:

    To get the counts of attachment by each objects in each system ..login to BIP for each POD and use the below query.

    Select ENTITY_NAME,count(*)

    FROM FUSION.FND_ATTACHED_DOCUMENTS

    WHERE ENTITY_NAME not in ('ESS_REQUEST_HISTORY','ZCA_EXP_BATCHES','MKT_CM_CAMPAIGNS','MKT_IMP_JOBS','MKT_TM_TREATMENTS','MOO_STG_B')

    Group by ENTITY_NAME

    Other columns of interest in FND_ATTACHED_DOCUMENTS are 

    Object Type

    ENTITY_NAME

    Object Id

    PK1_VALUE

    AttachmentId

    ATTACHED_DOCUMENT_ID

    Document Id

    DOCUMENT_ID

     

    The other table which can tells file name with extension is

    select a.ENTITY_NAME,a.PK1_VALUE,a.ATTACHED_DOCUMENT_ID,

            d.DOCUMENT_ID ,d.TITLE ,d.DM_DOCUMENT_ID ,d.FILE_NAME

    FROM FUSION.FND_ATTACHED_DOCUMENTS a ,FUSION.FND_DOCUMENTS_TL d

    Where a.DOCUMENT_ID = d.DOCUMENT_ID

    and a.ENTITY_NAME not in ('ESS_REQUEST_HISTORY','ZCA_EXP_BATCHES','MKT_CM_CAMPAIGNS','MKT_IMP_JOBS','MKT_TM_TREATMENTS','MOO_STG_B')