03B Accounts PDF

Oracle Sales Cloud
Implementation Partner
Workshop
Practices for Lesson 03B

Accounts
Oracle Sales Cloud Implementation Partner Workshop
Table of Contents
Practice 03B-1: Convert a Prospect to a Customer ..................................................................................................3
Practice 03B-2: Manage Industry Hierarchy ..............................................................................................................7
Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Page 2 of 10
Practice 03B-1: Convert a Prospect to a Customer

Goals
 Convert an prospect to a customer when an opportunity is won
Time
10 - 15 minutes
Overview
Customers have expressed an interest in being able to automatically convert a prospect
account to a customer account when a certain milestone is reached. Currently there is no
automated mechanism to do this in Oracle Sales Cloud simply because different companies
define the action or trigger at which point a prospect becomes a customer differently. In this
practice you will see how to trigger the conversion via a Groovy Script when an opportunity for
the account is closed-won.
Tasks
1. Log in to the application with your assigned login.
2. Activate your sandbox.
Note: A sandbox is a special development environment that allows you to make certain
customizations, such as those done using Oracle Application Composer, without affecting
other users. You will learn more about sandboxes in a subsequent lesson.
a. Open the list under your user name.
b. From the list, select Manage Sandboxes.
c. From the list, select Manage Sandboxes.

d. Select the row for your sandbox; the easiest way to do this is click in the
Description field.
Note: If you haven’t created your sandbox yet, refer to the steps in the
01A_Verifying_Access.docx lab, Task 4, “Verify that you have access to Manage
Sandboxes action and create your sandbox:”.

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e. Click Set as Active.
f. At the top of the page, check for a sandbox tag
3. Navigate to Tools > Application Composer.

4. Set Application = Sales.
5. Expand Standard Objects and then expand Opportunity.
6. Click Server Scripts.
7. Click the Triggers tab.

8. In the Object Triggers section, click the Add a trigger icon.
9. Set:
Trigger Before Update in Database
Trigger Name ProspectToCustomernn
where nn is your student number
10. Set Trigger Definition to:
//Only execute if there is an account associated with the Opty
if (TargetPartyId != null) {
//Only if the account associated with the opty is of Type: Prospect.
if (Organization?.SalesProfileType !='ZCA_CUSTOMER') {
//Check to see if the status code is changed and is ‘WON’

Page 4 of 10
if (isAttributeChanged('StatusCode') && StatusCode.equalsIgnoreCase('WON')) {

//Query the Account object (Organization Profile) to get the account
//associated with theopportunity.
// Pick TargetPartyId as an unique identifier to fetch the right account
Organization?.setAttribute('SalesProfileType', 'ZCA_CUSTOMER' )
}
}
}
11. Click the Validate Icon.
12. If a Warning window pops up, click OK to dismiss it.

13. Click Save and Close.
14. Verify the script:
a. Create an account:
1) Navigate to Sales > Accounts.
2) Click Create Account.
3) Set:
Name PtoCnn
Address Line 1 100 Broadway
City San Francisco
State CA
4) Change Type = Prospect.
5) Click Save and Close.
b. Create an Opportunity:
1) Navigate to Opportunities.
2) Click Create Opportunity.
3) Set :
Name Prospectnn
Account PtoCnn
4) Click Save and Continue.
5) Set:
Status Won
Win/Loss Reason Good lead
Notice Sales Stage is now set to 07 – Closed since the status is Won.

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6) Click Save and Close.

c. Navigate to Accounts.
d. Click PtoCnn where nn is your student number; the account you created earlier in this
lab.
e. Notice the account Type = Customer.
f. Click Cancel.
15. Exit the sandbox.
16. Sign out of the application.

Page 6 of 10
Practice 03B-2: Manage Industry Hierarchy

Goals
 Manage an industry hierarchy
Time
5 - 10 minutes
Overview
In this practice, you will update an existing industry hierarchy by adding an additional industry.
Tasks
1. If necessary, log in to the application with your assigned login.
2. Find the Industry Class Category:
a. Navigate to Setup and Maintenance.
b. Search for the task Manage Administrator Profile Values.
c. Click the Task Name highlighted in blue in the search results.
d. Set Profile Option Code = %INDUSTRY%.
e. Click Search.
f. Select MOT_INDUSTRY_CLASS_CATEGORY.
g. In the Profile Values section, note the Profile Value.
h. Click Cancel.
3. Edit the classification:
a. In the Search area set name = Manage Classification Categories.
b. Click Search.
c. Click the Task Name highlighted in blue in the search results.
d. Set Classification Category = VISION%.

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e. Click Search.
f. In the Search Results section, select the VISION CUSTOMERS row.
g. Click the Edit icon.
h. In Edit Classification Category page under Classification Codes section, expand All
Industries.
i. Select Aerospace & Defense.
j. Click the Create icon .

k. In the Create Tree Node popup window, click Next.
l. In Create Node popup window, set:
Classification Code 10nn
Where nn is your student number
Classification Code Meaning Studentnn
Where nn is your student number
Classification Code Description New Classification

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m. Click Save.
n. Click OK on the Create Tree Node window.
o. Expand Aerospace & Defense.
Note: It is also possible to click and drag industries to different locations in the hierarchy.
p. Click Save and Close.
q. Click Done.
4. Verify the industry change:
a. Navigate to Sales > Accounts.
b. Click Create Account.
c. Set Name = Indnn where nn is your student number.
d. Click Save and Continue.

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e. Click the magnifying glass by the Industry field.
f. Set Industry Name = Studentnn where nn is your student number.

g. Click Search.
h. Your new industry is returned.
i. Clear Industry Name (if necessary) and set Code =1000.
j. Click Search.
k. In the Search Results section, click the right pointing arrow to expand.
l. Your new industry appears.
m. Click Cancel.
n. Click Cancel.
5. Sign out of the application.

Page 10 of 10

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Oracle Sales Cloud

Practices for Lesson 03B

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 03B

Practice 03B-1: Convert a Prospect to a Customer

c. From the list, select Manage Sandboxes.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 03B

e. Click Set as Active.

f. At the top of the page, check for a sandbox tag

3. Navigate to Tools > Application Composer.

7. Click the Triggers tab.

Practices for Lesson 03B

if (isAttributeChanged('StatusCode') && StatusCode.equalsIgnoreCase('WON')) {

12. If a Warning window pops up, click OK to dismiss it.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 03B

6) Click Save and Close.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 03B

Practice 03B-2: Manage Industry Hierarchy

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 03B

j. Click the Create icon .

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 03B

o. Expand Aerospace & Defense.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 03B

e. Click the magnifying glass by the Industry field.

f. Set Industry Name = Studentnn where nn is your student number.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 03B

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