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

Through 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”.

Contacts
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.

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

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

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