Prerequisites for Implementing Oracle Fusion CX Analytics

September 30, 2021 | 1 minute read
Krithika Raghavan
Director, Oracle Analytics
Navnit Mishra
Consulting Solutions Architect, Oracle Analytics
Abhishek Bajpai
Principal Solution Architect, Oracle Analytics
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This blog details the pre-requisites for Fusion Customer Experience(CX) Analytics. Please follow through and complete all the steps before proceeding to set up and configure the Fusion Analytics instance.

Contents

  • Schedule snapshots for Sales Historical
  • Set up the integration between Oracle Eloqua and Oracle CX Sales (optional)
  • Set up the integration between Oracle CX Sales and CPQ (optional)
  • Schedule Reporting Hierarchy Generation ESS job

 

1.   Schedule snapshots for Sales Historical

To schedule snapshots for Sales Historical, follow the instructions in this link:

https://docs.oracle.com/en/cloud/saas/sales/22b/facaa/schedule-snapshots-of-your-sales-historical-pipeline.html#s20052874

           

2. Set up the integration between Oracle Eloqua and Oracle CX Sales (optional)

To set up this integration, follow the instructions in this link:

https://docs.oracle.com/en/cloud/saas/marketing/eloqua-user/Help/Apps/CXSales/CXSalesApp.htm

         

3. Set up the integration between Oracle CX Sales and CPQ (optional)

To set up this integration, follow the instructions in this link

https://docs.oracle.com/en/cloud/saas/configure-price-quote/faicp/index.html

 

4. Schedule Reporting Hierarchy Generation ESS job

To ensure that the resource hierarchy works in the subject area, Schedule Reporting Hierarchy Generation ESS job in the Fusion CX application. Refer the link

https://docs.oracle.com/en/cloud/saas/sales/fadsi/run-processes-to-complete-resource-and-resource-hierarchy.html#s20074700

 

Summary

Once the above pre-requisites are completed, Oracle Fusion CX Analytics is ready for further configurations.

To learn more about FAW, visit Oracle.com/analytics, and follow us on Twitter@OracleAnalytics. 

Krithika Raghavan

Director, Oracle Analytics

Navnit Mishra

Consulting Solutions Architect, Oracle Analytics

Experienced Technology Leader and result oriented professional with successful track record of leading, architecting, and delivering innovative solutions using emerging technologies, hybrid cloud platform, Analytics, Datawarehouse, ERP, CRM, HCM and Security technologies to provide operational improvements, maximize business values, performance, and productivity. Experienced in digital transformation, strategy and building trust and relationship with the stakeholders. Drove high-quality completion of multiple enterprise wide implementations in a matrixed environment for Fortune 100 organizations. 

Abhishek Bajpai

Principal Solution Architect, Oracle Analytics

Abhishek has more than two decades of Architect, Product Pre-Sales, Software design, implementation, and  Consulting experience spread across several Client countries spanning 5 continents encompassing all the major industry verticals. He has extensive experience with various databases, data integration, Analytics, and ML technologies on OCI, Azure, and AWS cloud platforms.

 

 


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