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

February 4, 2015

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

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”.

Trading Community Organization Profile

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

This change allows for creating, searching, and managing 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”.

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

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 you 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.

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.


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Tags: Cloud Computing, cloud oracle, CRM (Candidate Relationship Management), CRM++, CX, data model, Oracle, Oracle cloud, Oracle PartnerNetwork, Oracle Partners, Oracle Sales Cloud, oracle sales cloud data model, sales cloud release 8, sales cloud release 9

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