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Oracle Sales Cloud – Best Practice Data Model for Accounts, Contacts & Activities

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blog copyThrough releases 8 and 9, Oracle Sales Cloud started to standardize its data model around Accounts, Contacts and Activities.

Accounts
Previously “Customers” object included both organizations and individuals to whom we sold. Organizations were called Customers and Individuals were called Consumers. But from R8, Organizations and Individuals are separated and are now called Accounts and Contacts respectively.

Previously Customers had to be designated as Sales Accounts for association with opportunities. Now this condition is removed and Accounts could be either ‘Customers’ or ‘Prospects’.

In Application Composer, the account related object “Trading Community Organization Profile” is now called “Account”.

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Contacts
Contacts now include people related to accounts and people to whom we sell directly.

This change allows to create, search, and manage contacts to whom you sell directly and business contacts in one place.

In Application Composer, the Contact related object “Trading Community Person Profile” is now called “Contact” and “Trading Community Customer Contact Profile” is now called “Customer Contact Profile”.

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With these changes the confusion around selecting the correct object for setting up fields, pages and rules for Accounts and Contacts is removed.

Activities
From release 9, Appointments, Tasks, and Interactions are now stored in one activities object. The single activities object offers full support for configuration and customization, reporting and security.

This enhancement allows to see all activities in one place and quickly add appointments, create tasks and log calls related to accounts, contacts, and opportunities.

About CRMIT Solutions:

CRMIT Solutions is a leader in transforming businesses with cloud based Customer Experience (CX) solutions on sales, service, marketing & social cloud.

oracle_specialized_sales_cloud
CRMIT Solutions has achieved OPN Specialized status for Oracle Sales Cloud –Oracle Recognizes CRMIT Solutions for Expertise in Implementing Oracle Sales Cloud. CRMIT Solutions Offers A Host of Solutions on Oracle Sales Cloud, Including Consulting, Sales Planning, Social Sales, Customer Data Enrichment, Field Sales Automation, User Adoption, Training, Health Checks and Testing.

CRMIT Solutions deliver a Fixed Scope Implementation offering for Oracle Sales Cloud to fast track sales productivity. Fixed Scope Offering leverages Oracle best practices and agile approach for fast track implementation of Oracle Sales Cloud – Go Live in less than 4 weeks. It drives sales productivity through higher win rates, forecast accuracy, and lead conversion.

Testimony to Customer Excellence

Inputs
C.A.Mohammed
Consulting – CX/CRM Industry Solutions
CRMIT Solutions

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