Posts

Posts

  • Sudharshanan K B
    Rel 13.19B User Adoption Object Activity15.0
    Topic posted April 15, 2019 by Sudharshanan K BGreen Ribbon: 100+ Points, tagged Reporting and Analytics, Sales, User Adoption in Sales > Reporting and Analytics for Sales public
    Title:
    Rel 13.19B User Adoption Object Activity
    Summary:
    With Rel 13. 19B Users will be able to report on User Adoption for object activity
    Content:

    User Adoption CRM – An Overview

    User Adoption Metrics helps CRM Stakeholders continuously measure the success of their CRM implementation. Using these metrics, CRM business leaders can obtain critical insights on how well users are using the application, if their needs are being met and whether their actions are resulting in the desired business outcome. 
    One critical area of measurement is correlating usage metrics with object activity metrics to understand patterns and trends on how users are creating/updating and managing the business objects in the application.  
    The dashboard and reports shared here is a sample implementation that uses the OTBI subject areas designed specifically for user adoption to show how sales organizations can report usage metrics and object activity metrics. 
     

    User Adoption - Object Activity addresses the below business needs:

     User Login Reporting:
    · Report User Logins by channels (Web, Mobile, and Mail (Office 365))
    · Get insight on adoption and usage from different channels, compare trends and help improve adoption across channels.
    Active / Inactive Users:
    · Report Top Active users across teams, Job roles, Channels over a period of time.
    Object Activity Details:
    · Report Usage across Object Types by Users.
    · Identify Sales Objects Usage (most used / least used)
    · Report count of Sales Objects Created/Updated, by Object Type, over a period of time.
    Analyze Team Usage:
    · Analyze User Adoption and Object Activity across teams within the organization.
     
     
     
    Image:
    Document:
  • Bradley Hughes
    Release 12 - Security Console Challenges and Colleague...44.3
    Topic posted April 26, 2017 by Bradley HughesSilver Trophy: 7,500+ Points, tagged Financials, HCM, Other, Procurement, Project Portfolio Management, Sales, SCM, Security, Tip in Applications Security public
    Title:
    Release 12 - Security Console Challenges and Colleague Password Reset Queries
    Summary:
    Help to resolve password resets for colleagues that have no Email and now no security questions
    Content:

    Hello,

    After reviewing the functionality within the Security Console for R12, we have discovered there are now no Security Questions available. The only functionality we can see that allows a colleague to reset their forgotten password, will require a Work Email Address. If Colleagues have no Work Email address, they will have to contact the operation in order to reset their password.

    The colleague can then log into Fusion immediately, without being prompted to change their password after initial log in. The Employee can reset their password by 'set preferences' but this is a manual task.

    Is anybody aware of any available functionality that allows a user, without an email address in the system to reset their password? or any workarounds that will prevent a huge volume of calls to the operation, due to a high volume of colleagues having no Work Email address,

    Kind Regards,

    Brad

  • Bharath Danda
    Remove Sandbox Publish Capability for a specific role14.7
    Topic posted July 19, 2017 by Bharath DandaGreen Ribbon: 100+ Points, tagged HCM, Sales in Applications Security public
    Title:
    Remove Sandbox Publish Capability for a specific role
    Summary:
    We are trying to streamline the customization process using Sandboxes in Sales Cloud
    Content:

    We are trying to streamline the customization process using Sandboxes in Sales Cloud and we are thinking of giving publish rights to an admin person instead of all the developers/configurators. We created a copy for Application Developer and trying to figure out which function security policy I can remove to take away the publish capability for sandboxes.

    Is there a particular function security policy I can remove from the Application Developer Custom Role to achieve this?

  • Harshavardhan Konathala
    Reporting using Cascading prompts – Attainment Summary35.0
    Topic posted March 22, 2019 by Harshavardhan KonathalaBlue Ribbon: 750+ Points, tagged Account, Activity, Assets, BI Publisher, Business Plan, Business Plan Objective, Channel Account Manager, Channel Sales Manager, Chart, Competitors, Contact, Customer, Dashboard, Data Visualization, Deals, Employee, Enrollment, Forecast, Household, Reporting and Analytics, Resource, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Trends, Users, Year in Sales Cloud Report Sharing Center public
    Title:
    Reporting using Cascading prompts – Attainment Summary
    Summary:
    Cascading prompts is a feature that is liked by many customers because it allows them to have a preview of their data through prompts before actually seeing the data.
    Content:

    Business Use Case:

    Attainment Summary

    Who can use this report (Roles) - Incentive Compensation Manager/ Analyst/ Sales Representative

    Cascading prompts is a feature that is liked by many customers because it allows them to have a preview of their data through prompts before actually seeing the data.

    Most of the times customers want to do themselves a cascading report, the below example will show how to do the cascading within the report and you can select only required values.

    Example: In the below report we have four prompts “Year”, “Participant”, “Unit of measure”, “Performance Measure”.

    Cascading prompts will work by showing the results of the second prompt followed by the values you selected in the first prompt and goes on.

    I.e. participant prompt values will show based on what year you selected, and performance measure will show values based on which participant and year we selected.

    We can do this by selecting whichever prompt values we wanted to cascade and then go to edit section selecting more options and choosing “limit Values By”.

    We can follow the same process for all the prompts which are needed to include as cascading.

    Year wise participant list:

    We have selected the year 2018 and all the participants involved in 2018 only will be listed.

    Year, Participant wise performance measure:

    We have selected the year 2016 and Participant as “Allison Flores” and only related performance measure values are showing up.

    Without this change, you will end up seeing all the participants’ data irrespective of year and seeing all performance values irrespective of year and participant selected.

    How to deploy:

    Un-archive “Attainment Summary.catalog” files which have all the individual report, dashboard prompt, and the dashboard.

    Ensure that you un-archive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard)

    Implementation notes:

    1. The data fetched is for the selected Year, Participant Name, Unit of measure and Performance Measure.
    2. From R13 onwards, you are allowed to select multiple values to check the results .E.g. You can submit one year and all the period/participant vales to see how the responses compare on different parameters
    Version:
    Oracle Business Intelligence 11.1.1.9.0
    Image:
  • Yasmin
    Roles and users accessAnswered95.0
    Topic posted September 20, 2017 by YasminSilver Trophy: 7,500+ Points, tagged Financials, HCM, Other, Procurement, Project Portfolio Management, Public Sector, Sales, SCM, Security, Tip in Applications Security public
    Title:
    Roles and users access
    Summary:
    Roles and users access audit report
    Content:

    We are looking to run an audit report to list all the users and their access roles 

    where can we get/run such report?

  • Hitesh Patel
    Sales Analysis Dashboard5.0
    Topic posted April 10, 2018 by Hitesh PatelSilver Medal: 2,000+ Points, tagged Account, Activity, Competitors, Customer, Dashboard, Employee, Forecast, Opportunity, Opportunity Management, Pipeline, Product, Quarter, Quota, Resource, Revenue, Sales, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Territory, Tile, User Adoption, Users, Year in Sales Cloud Report Sharing Center public
    Title:
    Sales Analysis Dashboard
    Summary:
    One stop dashboard to get a comprehensive view of your CRM data
    Content:

    Business Use Case:

    The Sales Analysis Dashboard provides a comprehensive information for the CRM data like -

    1. Pipeline Information
    2. KPIs
    3. Top and Bottom data
    4. Top Accounts and Opportunities data
    5. Activity Data
    6. Product hierarchy and revenue contribution
    7. Competitor Analysis data

     

    Below are the different Dashboard pages and the brief of the reports embedded in those pages:

    1. Pipeline Analysis: Provides details on Pipeline for Current/Future Quarters and Top Opportunities for a selected Resource hierarchy
    2. Top Accounts and Opportunities: For a selected Time period/Resource/Sales Stage/Opportunity Status/Territory provides details on the Top Opportunities and Accounts
    3. Opportunity Details: For a selected Time period/Sales Method/Stage/Territory, provides details of the Opportunities
    4. Account Details: Provides Account details and search capabilities by Name/State/County/City Owner
    5. Pipeline by Industry OR Country: Provides details of Pipeline by Industry OR Country
    6. Executive Reports: For a given Resource hierarchy selected, provides details on the Customers and the Opportunities against them
    7. Competitor analysis: Provides details on Lost Opportunities and Revenue to different Competitors
    8. Additional Pipeline: For a selected Resource hierarchy, shows Pipeline and YoY Revenue comparison (aggregated and by Customers) and Company wide and Sales Rep wise 30-60-90 days Forecast
    9. Top and Bottom Metrics: Shows Top and Bottom Accounts, Products and Sales Representatives by Revenue
    10. Activity Analysis: Shows Sales Reps and their Activities summary and details, Last completed Activities, activities for a given time range and Activity age report
    11. KPIs: Provides details on Lead and Opportunity KPIs and Opportunity Detail Analysis
    12. Product Whitespace Analysis Provides details on Product Revenue mapping for Customers
    13. Product Hierarchy: Shows the Product Hierarchy and their Opportunity and Revenue contribution
    14. Activity Scorecard: For a selected Time period, shows Sales Representatives with Top Activities
    15. Sales Scorecard: For a selected Time period, shows Sales Representatives with highest Closed Revenue and overall attainment details
    16. Top X Opportunities: Shows the Top 'X' Opportunities in the system by Revenue
    17. User Login History: For a selected Time period, shows Login trend by Channel used, Active days by Employees and their Last Activity date (this report is available to BI admin or User with specific BI duty role; please refer the 'Managing Sales Cloud User Adoption Analytics' section in the documentation)

    How to deploy:

    1. Un-archive “Oracle CX Invest.catalog” file which has all the individual report, dashboard prompt and the dashboard.
    2. Ensure that you un-archive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard)
    3. Refer the attachment for details on deployment

    Implementation notes:

    • If there are some reports or dashboard pages not applicable, please feel free to delete those
    • Customize the reports to suit your specific needs
    • Retain only those reports that are needed in the dashboard
    Image:
    Document:
  • Santhosh Kumar
    Scope hyperlink is not enabled for my User Id2
    Topic posted September 13, 2017 by Santhosh KumarBronze Medal: 1,250+ Points, tagged Financials, HCM, Other, Procurement, Project Portfolio Management, Public Sector, Sales, SCM, Security, Tip in Applications Security public
    Title:
    Scope hyperlink is not enabled for my User Id
    Summary:
    Scope hyperlink is not enabled for my User Id
    Content:

    I am trying to assign business unit function but it errors with message ' You are not assigned a business id', ' Scope is not selected' etc. We are on R13 and I expected to see this working as normal and no separate setup needed.

    Because of this am not able to assign Inventory Management, Order Management, Manufacturing business functions to the BU

    Any pointers appreciated

     

  • Mike Lairson
    Slice and Dice an Emailed Analysis45.0
    Topic posted July 12, 2018 by Mike LairsonRed Ribbon: 250+ Points, tagged Reporting and Analytics, Sales in Sales > Reporting and Analytics for Sales public
    Title:
    Slice and Dice an Emailed Analysis
    Summary:
    I am looking for a way to email (non users) rows from a report but only the rows pertaining to the recipient.
    Content:

    I have a need to parse a report that contains multiple rows of data for several hundred different people, sending only the relevant rows to each recipient.  Imagine a tabular report, where the first column contains an email address.  There are several thousand rows of data, but each person only needs to see the rows that contain their email address. With CRM OnDemand, we used a 3rd Party tool to accomplish this, but that tool does not work with Sales Cloud.

    Example:

    Recipient Email Recipient Name Data Data Data
    mike@example1.com Mike zzz zzz zzz
    mike@example1.com Mike yyy yyy yyy
    mike@example1.com Mike www www www
    susan@example2.com Susan aaa aaa aaa
    susan@example2.com Susan bbb bbb bbb
    rob@example3.com Rob sss sss sss
    rob@example3.com Rob ttt ttt ttt

    I would want Mike to receive an email with a report (excel) attached that includes:

    Recipient Email Recipient Name Data Data Data
    mike@example1.com Mike zzz zzz zzz
    mike@example1.com Mike yyy yyy yyy
    mike@example1.com Mike www www ww

    Susan would receive an email with a report including:

    Recipient Email Recipient Name Data Data Data
    susan@example2.com Susan aaa aaa aaa
    susan@example2.com Susan bbb bbb bbb

    etc.

    I know I can accomplish this using several hundred Agents and several hundred reports - an agent and report for each recipient, but that is clearly a ridiculous solution to a simple problem that I am not willing to entertain.

    Does anyone know of a solution?  I am open to considering a solution within Sales Cloud, a tool that integrates with Sales Cloud, a tool that will take a CSV or XML input and generate the emails outside of Sales Cloud, or a third party vendor with some other solution.

    Thank you!

    Mike Lairson

     

  • Warren Nicol
    Switching between user view with an admin account in Sales...5.0
    Topic posted November 21, 2016 by Warren Nicol, tagged Sales, Security in Applications Security public
    Title:
    Switching between user view with an admin account in Sales Cloud
    Summary:
    Quickest and most efficient way of viewing user data from an admin account
    Content:

    Is there a quicker and more effective way of being able to "View As" user "Joe Bloggs" so you can see exactly what data they are seeing in Sales Cloud. We have a managers dashboard where you can see the data of who reports to you. Now unless I have anyone who reports to me with relevant data, I can't tell if this report is working correctly.

  • Madhav Reddy
    Top and Bottom 5 Reports5.0
    Topic posted November 1, 2017 by Madhav ReddyBlue Ribbon: 750+ Points, tagged Account, Assets, Channel Account Manager, Channel Sales Manager, Customer, Deals, Leads, MDF, Opportunity, Partner, Pipeline, Product, Revenue, Sales, Sales Executive, Sales Manager, Shared Reports, Territory in Sales Cloud Report Sharing Center public
    Title:
    Top and Bottom 5 Reports
    Summary:
    Top and Bottom 5 Reports for various sales metrics
    Content:

    Business Use Case:

    Sales Manager ->

    Sales Manager needs to view the Top and Bottom 5 data related to my Sales Representatives on various metrics, Products, Accounts,  Territories etc.

    Below are the reports included here:

    1. Top and Bottom 5 Accounts by Closed Revenue
    2. Top and Bottom 5 Accounts by Open Revenue
    3. Top and Bottom 5 Deal Registrations by Deal Size
    4. Top and Bottom 5 Lead Sources
    5. Top and Bottom 5 Open Opportunities by Revenue
    6. Top and Bottom 5 Partners by Closed Revenue
    7. Top and Bottom 5 Partners by Open Revenue
    8. Top and Bottom 5 Partners by Deals Submitted
    9. Top and Bottom 5 Partners by MDF Active Budget
    10. Top and Bottom 5 Partners by MDF Claims pending approval
    11. Top and Botom 5 Parnteres by MDF Requests pending approval
    12. Top and Bottom 5 Products by Asset Count
    13. Top and Bottom 5 Products by Closed Revenue
    14. Top and Bottom 5 Sales Reprensetative by Average Deal Size
    15. Top and Bottom 5 Sales Reprensetative by Closed Revenue
    16. Top and Bottom 5 Sales Reprensetative by Open Revenue
    17. Top and Bottom 5 Sales Reprensetative by Closed Opportunity Count
    18. Top and Bottom 5 Sales Reprensetative by Open Opportunity Count
    19. Top and Bottom 5 Sales Reprensetative by no. of Activities
    20. Top and Bottom 5 Sales Reprensetative by Sales Cycle
    21. Top and Bottom 5 Sales Reprensetative by Win Rate
    22. Top and Bototm 5 Territories by Closed Revenue
    23. Top and Bottom 5 Territories by Open Revenue

    How to deploy:

    1. Unarchive “Top and Bottom 5 Reports.catalog” file which has all the individual reports and the dashboard created using most of these reports.
    2. Ensure that you unarchive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard).
    3. If you plan to use few of the reports directly, please delete other reports/dashboards to avoid confusion.

    Implementation notes:

    1. The data fetched is for the Current Enterprise Quarter. Please change the time value per your needs.
    2. The Resource Org hierarchy based login filter is used which shows the data for the current logged in user and the subordinates .
    Image: