Manage Content in Oracle Sales Accelerator

Introduction

Oracle Sales Accelerator provides a one-stop shop for sales enablement content. It allows sales teams to readily access a wide variety of information and resources that make selling products and services easier.

This tutorial explains how to manage content in Oracle Sales Accelerator as a contributor or content administrator. You’ll learn how to create new assets, manage pages, and more.

You may also want to check out the tutorials on using Oracle Sales Accelerator as a viewer or, if you’re an application administrator, setting up and administering Oracle Sales Accelerator.

Login and URL

You need a user account to access Oracle Sales Accelerator. Your system administrator will set up your user account, along with user privileges that define what you can do in Oracle Sales Accelerator.

The Oracle Sales Accelerator URL and your user login name and password are provided in one or more welcome emails after you’ve been added to the system. You’ll get one welcome email for each application role that you’ve been assigned. If you don’t have this information, check your email or contact your system administrator.

Application Roles

What you can do in Sales Accelerator depends on the application role(s) that you’ve been assigned. If you can’t perform some of the content management tasks below, you’ll likely not have the required privileges. You may need several roles to perform all your tasks in Sales Accelerator.

Contact your system administrator if you need a Sales Accelerator role that you currently don’t have.

Task	Viewer	Contributor	Content Administrator	Report Administrator
View published assets
View unpublished assets		Only content that you own yourself.	Also content owned by other people.
View asset properties and analytics
Create assets
Publish your own assets
Publish other people’s assets
Edit your own assets
Edit other people’s assets
Activate/deactivate your own assets
Activate/deactivate other people’s assets
Update assets in bulk
View published pages
Preview unpublished pages
View page properties and analytics
Create pages
Create customer stories
Publish your own pages
Publish other people’s pages
Edit your own pages
Edit other people’s pages
Activate/deactivate your own pages
Activate/deactivate other people’s pages
Configure home pages
View system-wide analytics and reports

View Modes

Oracle Sales Accelerator can be accessed in different view modes:

• Seller view
• Partner view
• Contributor view

Which view mode(s) you have access to depends on the user privileges assigned to you by your system administrator. All users can view content, but you need special contributor privileges to manage content and pages in the system.

Seller View

Most users will access Sales Accelerator in seller view, which allows you to access sales enablement information and resources in Sales Accelerator that make selling products or services easier. You search for content, navigate to content, filter content, view assets and pages, share assets, and more.

If you’re in seller view, you can’t add new assets or manage pages in the system. To do that, you need to be in contributor view.

See Use Oracle Sales Accelerator for further details on what you can do in seller view.

Partner View

Partner view is basically like seller view, but what you can see is limited to content whose visibility is set to ‘Partner and internal’ and ‘Public’. You won’t see any content marked as ‘Internal only’. This allows content contributors to make some content available to people outside the organization, but restrict access to confidential information and other content not intended for third parties.

Partner view limits content access in the following ways:

• The user menu for partners is limited to My Content, Help, and Sign Out.
• Partners can only find and view assets and pages whose visibility has been set to ‘Public’ or ‘Partner and Internal’. Anything set to ‘Internal only’ won’t be available to them.
• On pages, partners won’t see any content that’s not available to them.
• Partners can only see the categories in the navigation menu which have content that’s available to them.
• Partners don’t have access to customer stories, competitor information, and analyst reports.
• Partners can’t filter content by asset type and visibility.
• Partners can’t download analytics reports for assets and pages.
• Partners may see a different home page than other users. This is configured by content administrators.

As a contributor, you can restrict the visibility of assets and pages for partners by setting them to ‘internal only’. That essentially makes the items invisible to partners on pages and in searches.

The table below shows content visibility to partners for a number of scenarios.

See Use Oracle Sales Accelerator for further details on what you can do in partner view.

Contributor View

If you’re assigned the contributor role, you can turn on contributor view, which allows you to manage content in Sales Accelerator, including:

• create, publish, and edit assets
• create, publish, and edit pages
• view asset and page properties and analytics
• deactivate assets and pages, and more.

There will typically only be a limited number of contributors compared to other users in Sales Accelerator.

This tutorial focuses on contributor view and describes what you can do as a contributor and content administrator. See Use Oracle Sales Accelerator for further details on what you can do in seller and partner view.

Turn on Contributor View

To get started managing content in Oracle Sales Accelerator, you must first switch to contributor view:

1. Log in to Oracle Sales Accelerator.

2. Open your user menu in the top-right corner.

3. Toggle the Contributor View switch on.
   If you don’t see this option, then you don’t have the required access privileges.

   

After you enable contributor view, you can access the Create Content submenu in your user menu, which allows you to create assets and pages:

Understand the Interface

First, let’s help you find your way around the user interface:

• Home page
• User menu
• My Content page
• Content pages
• Asset viewer

Home Page

After logging in to Oracle Sales Accelerator, you see the home page.

If you’re a partner, you may see a different home page than internal users. Also, your home page may look different from the example below if your system administrator made any customizations.

To learn how to find content by searching, browsing, or filtering, have a look at the Use Oracle Sales Accelerator tutorial.

User Menu

Access your user menu by clicking your profile icon in the top-right corner of the screen. The options available to you depend on the application role(s) that have been assigned to you.

My Content Page

The My Content page provides a personalized view of your favorites, saved searches, and view history.

To access your My Content page, open your user menu and click My Content.

This is what the My Content page looks like:

You can use the icon in each panel on the My Content page to change the sort order of the items in your list.

On the history panel, click to filter your history by downloaded or viewed items, or to clear your history.

When you hover over an item on the My Content page, you see options that are relevant for that item, depending on the panel you’re on, for example view an asset or run a search.

Content Pages

As a content contributor, you can create content pages in Oracle Sales Accelerator and make them available to users. Content pages typically focus on a specific product, industry, sales play, or competitor, but you can also create custom pages. You browse to content pages, search for them, or filter content to get to them.

Content pages consist of sections, which may include featured content, assets, related pages, and other resources. What you see exactly on a content page depends on how the page owner set it up, but here’s a typical example:

Asset Viewer

When you click the title of an asset on a page or in a list, it opens in the asset viewer.

An asset won’t open in the viewer if it’s in an unsupported file format, is more than 158 MB in size, or contains more than 300 pages. You’ll then have to download it to your local computer and open it there.

Manage Assets

As a contributor in Oracle Sales Accelerator, you can manage assets in the system:

• Create assets
• Publish assets
• View assets
• View asset properties and analytics
• Edit assets
• Update assets in bulk
• Deactivate assets
• Delete assets
• Manage assets owned by other people
• Limit asset visibility for partners

Create Assets

Assets provide the sales enablement content in Oracle Sales Accelerator. They may include data sheets, white papers, sales presentations, price lists, product images, introductory videos, and much more. They can be in a wide variety of file formats, including PDF, DOCX, PPTX, XLSX, JPG, PNG, MP4, and more.

To create a new asset in Oracle Sales Accelerator:

1. Log in to Oracle Sales Accelerator as a contributor or content administrator.

2. Turn on contributor view.

3. Open your user menu on the home page or your My Content, choose Create Content, and then Create Asset.

   This opens the Create Asset panel.

4. Click Add and then Add from this computer.

   Select the file on your computer that you want to add and complete the upload. The new asset will automatically be included in the Sales_Accelerator asset repository.

   A new panel opens with the asset you just uploaded.

5. Make sure the asset type is set to SA-Asset. This should already be the case, but if it isn’t, select the asset, click Assign Type in the actions bar, and choose SA-Asset.

   

6. Note that the status icon is currently red. This is because you must first edit some attributes.
   Select the newly uploaded asset and click Edit Attributes in the actions bar.

   This opens the Edit Attributes panel.

   

7. Provide a title and description for the asset, and set metadata so users will be able to find the asset in the right context (based on asset type, product, industry, location, etc.). You can also set an expiration date, after which the asset will no longer be available to users.

   Important! Pay particular attention to the metadata that you set for the asset as that’s what helps users find your asset in the right context.

   When you’re done, click and choose Done.

8. The Status column will now show a green check mark to indicate it’s good to go.

   

9. Click Done to complete the upload process.

The asset is now in the system, but it’s not yet available for users to find. To do that, you must publish the asset.

Publish Assets

After you create an asset in Oracle Sales Accelerator, it’s not available to users until you publish it. As a contributor, you can only publish an asset if you own it (that is, created yourself) or if someone else assigned you as an owner.

If you’ve been assigned the content administrator role, then you can manage any assets in the system, including ones that you don’t own yourself.

A new asset that hasn’t been published yet has version number v0.1. After publishing, the version number changes to v1.0. If you subsequently upload a new version of that same asset, the version goes to v1.1 while it’s unpublished and v2.0 after you publish it, and so on. Users will always see the latest published version of an asset.

There are two ways to publish an asset:

• On the My Content page (with contributor view turned on): go to the My Assets panel, hover the mouse cursor over the asset you want to publish, and click Publish.

  

• In the asset viewer: open the edit menu and click Publish. This option will be available only if contributor view is turned on.

  

After the publishing process completes, users can find the asset in the system by searching for it, browsing to it, or filtering content. See Use Oracle Sales Accelerator for further details.

View Assets

To view an asset, click its title in a search list or on a page. You can also view your own assets from your My Content page. This opens the asset viewer, where you can see the contents of the asset as well as asset properties and analytics.

An asset won’t open in the viewer if it’s in an unsupported file format, is more than 158 MB in size, or contains more than 300 pages. You’ll then have to download it to your local computer and open it there. Supported file formats include PDF, DOC, DOCX, TXT, PPT, PPTX, XLSX, XLSX, JPG, PNG, MP4, MOV, and more.

In addition to viewing an asset, you can also do these things in the asset viewer:

• Zoom in and out of the asset view
• View the asset in full screen
• Download a copy of the asset file to your computer
• Mark or unmark the asset as a favorite
• Copy a direct link to the asset in the system
• Show or hide a panel with asset properties and analytics.

Note that any unpublished asset will show a minor version number (for example, v0.1), which is incremented every time you edit and save the asset. Then, when you publish the asset, this turns into the next major version number (for example, v1.0). Users will always see the latest published version of an asset.

View Asset Properties and Analytics

To view asset properties or analytics, open an asset in the asset viewer, click the icon to open its side panel, and then click About or Analytics. You can see who owns the asset, when it was created and last updated, how it’s categorized, how many times it’s been viewed and downloaded, and more.

If you’re in contributor mode, you may also see options to view links to the asset and its version history.

Click the owner name to send an email to that person.

Click the icon to download the analytics data of the graph as a comma-separated values (CSV) file, which can be opened in a spreadsheet application for viewing or further processing.

If you’re a partner, then you can’t download analytics data for assets.

Edit Assets

As a contributor, you can always edit content that you own—that is, that you created yourself or were explicitly assigned ownership to by a content owner. For example, you may want to change or update asset metadata to optimize how users can find the asset. Or you may want to extend the expiration date, or reassign ownership of the asset to someone else.

If you’ve been assigned the content administrator role, then you can also edit assets that you don’t own. This gives you full access to all content in Sales Accelerator.

There are two ways to edit an asset:

• On the My Content page (with contributor view turned on): go to the My Assets panel, hover the mouse cursor over the asset you want to edit, and click the icon.

  

• In the asset viewer: open the edit menu and click Edit. This option will be available only if contributor view is turned on.

  

The asset opens in an edit panel. Click Edit and make changes as needed. When you’re done, click and choose Done.

If you want to save the changes without committing them to a new asset version, then click Save instead of Done.

After you edit an asset, it’s in the unpublished state and its minor version number changes (for example from v1.0 to v1.1). You must publish the updated asset to make it available to users. The version number will then go up to the next major number (for example, to v2.0). Users will always see the latest published version of an asset.

Update Assets in Bulk

There may be circumstances where you may want to modify assets in bulk rather than individually. If you were granted the content administrator role, then you can do this directly in Sales Accelerator.

You can modify the following in bulk:

• Taxonomy values (categories)
• Metadata

Update Taxonomy Values in Bulk

After assigning assets to categories (taxonomy values), you may want to reassign them to different categories to adjust how users can find them in the system.

To update taxonomy values of assets in bulk:

1. Log in to Oracle Sales Accelerator as a content administrator.

2. Open your user menu in the top-right corner and choose Administration.
   If you don’t see this option, then you don’t have the required privileges.

3. Click Content Updates.

4. Under Update Type, choose Taxonomy Values.

5. Click Download Template to get a sample Excel spreadsheet that you can use to create a list of taxonomy value changes that should be made in the system.

   Don’t change any of the worksheet names in the spreadsheet, and don’t remove or change the first row (header).

   The template spreadsheet contains these columns:

   • Action: This is the action that should be performed. It can be ‘Add’ or ‘Remove’—that is, add a new category (taxonomy) value to an asset or remove one.

   • ContentID: This is the content ID of the asset whose taxonomy values should be modified. It will typically look like a long string of letters and numbers, for example: CONTD6EAF552FB5048449383F4946D1B99CA.
     You can obtain this information in Oracle Content Management:

     • In the asset properties (on the API tab).
     • On the Analytics page (in Reports and Metrics > Asset Details).

     Tip: You can also find out the content ID of an asset in Sales Accelerator by clicking the icon in the asset viewer. This copies a link to the item to the clipboard. The alphanumeric string at the end of the URL is the asset’s content ID, for example https://ocmsa.cec.oraclecloud.com/sa/assetPreview/CONTD6EAF552FB5048449383F4946D1B99CA.

   • TaxonomyType: This is the taxonomy type where a value should be added or removed for the specified asset. You can see all available taxonomy types for your system in the taxonomy_details worksheet in the spreadsheet.

   • TaxonomyCategoryName: This is the taxonomy value that should be added or removed for the specified asset. You can see all available taxonomy values for your system in the taxonomy_details worksheet in the spreadsheet.

   • TaxonomyCategoryId: This is the taxonomy ID that’s affected by the changes. You can find the taxonomy ID in the taxonomy_details worksheet in the spreadsheet.

   • UpdateFieldType: At the moment, this value should always be ‘Taxonomy’.

   For example, in the sample file below, the action on line 2 says that the value ‘Battle Card’ should be added as an asset type for the asset with the specified content ID.

   

6. Once you’ve created the Excel spreadsheet that contains all the changes to be made, click Browse to select that Excel file and then click Upload.

7. Click Continue to confirm the operation.

   The spreadsheet is now processed and all required changes are made in the system.

8. After all actions in the spreadsheet have been completed, the Content Update page is refreshed to show the file that was processed, along with a status indicator.
   If everything was processed without any errors, then you’ll see the status ‘Success’ in green (this may take a few minutes). You can download the results file to have a closer look at the changes that were made in the system.
   If the process completed but there were some issues that need attention, then you’ll see the status ‘Partially Successful’ in orange. Open the results file to see the issues so you can address them. For example, one or more records couldn’t be processed.

Update Metadata in Bulk

If you need to modify metadata values of multiple assets (for example, ownership), you can do that in bulk rather than individually if you have the content administrator role.

To update asset metadata in bulk:

1. Log in to Oracle Sales Accelerator as a content administrator.

2. Open your user menu in the top-right corner and choose Administration.
   If you don’t see this option, then you don’t have the required privileges.

3. Click Content Updates.

4. Under Update Type, choose Bulk Assets Update.

5. Click Download Template to get a sample Excel spreadsheet that you can use to create a list of asset metadata changes that should be made in the system.

   Don’t change any of the worksheet names in the spreadsheet, and don’t remove or change the first row (header).

   The template spreadsheet contains these columns:

   • Id: This is the content ID of the asset whose metadata values should be modified. It will typically look like a long string of letters and numbers, for example: CONTD6EAF552FB5048449383F4946D1B99CA.
     You can obtain this information in Oracle Content Management:

     • In the asset properties (on the API tab).
     • On the Analytics page (in Reports and Metrics > Asset Details).

     Tip: You can also find out the content ID of an asset in Sales Accelerator by clicking the icon in the asset viewer. This copies a link to the item to the clipboard. The alphanumeric string at the end of the URL is the asset’s content ID, for example https://ocmsa.cec.oraclecloud.com/sa/assetPreview/CONTD6EAF552FB5048449383F4946D1B99CA.

     Make sure there are no rows in your spreadsheet with duplicate Id values.

   • Title: Enter the new title of the asset. Leave this field empty if no change is required.

   • Asset Description: Enter the new description of the asset. Leave this field empty if no change is required, or enter BLANK to remove the existing description.

   • URL Type: Set this to TRUE if you want the asset URL to be a required field.

   • Asset URL: Enter the new URL for the asset. Leave this field empty if no change is required, or enter BLANK to remove the existing URL.

   • Owners: Enter the new owner(s) of the asset. Leave this field empty if no change is required, or enter BLANK to remove the existing owner(s). Specify the new owner with their email address and display name separated by |. You can use a comma-separated list to specify multiple owners. For example:

     john.smith@example.com|John Smith,michael.jones@example.com|Michael Jones

     Make sure that the email addresses in your spreadsheet are formatted as plain text, not hyperlinks.

   • Visibility: Enter the new visibility level of the asset (for example, ‘Public’). Leave this field empty if no change is required.

   • Asset Language: Enter the new language of the asset (for example, ‘German’). Leave this field empty if no change is required, or enter BLANK to remove the existing language.

   • Asset Level: Enter the new asset level of the asset (for example, ‘Introductory’). Leave this field empty if no change is required. Leave this field empty if no change is required, or enter BLANK to remove the existing asset level.

   • Expiry Date: Enter the new expiration date of the asset. Leave this field empty if no change is required, or enter BLANK to remove the existing expiration date.

   • Asset Notes: Enter the new notes for the asset. Leave this field empty if no change is required, or enter BLANK to remove the existing notes.

   For example, in the sample file below, the action on line 2 says that the title, owner, and visibility level of the asset with the specified content ID should be updated, and its current description should be removed. The asset URL will remain untouched.

   

6. Once you’ve created the Excel spreadsheet that contains all the changes to be made, click Browse to select that Excel file and then click Upload.

7. Click Continue to confirm the operation.

   The spreadsheet is now processed and all required changes are made in the system.

8. After all actions in the spreadsheet have been completed, the Content Update page is refreshed to show the file that was processed, along with a status indicator.
   If everything was processed without any errors, then you’ll see the status ‘Success’ in green (this may take a few minutes). You can download the results file to have a closer look at the changes that were made in the system.
   If the process completed but there were some issues that need attention, then you’ll see the status ‘Partially Successful’ in orange. Open the results file to see the issues so you can address them. For example, one or more records couldn’t be processed.

Deactivate Assets

Assets may have a limited lifespan. To prevent obsolete assets in the system, you can deactivate them, so they’re no longer available to users. They remain in the system, but they’re invisible to users.

Content administrators will still see deactivated assets in their search results and lists.

There are two ways to deactivate an asset:

• On the My Content page (with contributor view turned on): go to the My Assets panel, hover the mouse cursor over the asset you want to deactivate, and click Deactivate.

• In the asset viewer: open the edit menu () and click Deactivate. This option will be available only if contributor view is turned on.

A deactivated asset will no longer be available to users, but it’s still included on your My Content page in Unpublished | Inactive state. You can activate an asset again by clicking Activate.

Content administrators will continue to see deactivated assets in their search results.

Delete Assets

After creating an asset, you can delete it and remove it from the system completely.

To delete an asset, open it in the asset viewer, open the edit menu (), and click Delete. This option will be available only if contributor view is turned on and the asset hasn’t been published yet.

Once an asset has been published, you can’t delete it. However, you can deactivate it, so it’s no longer visible to users (though it remains in the system and accessible to contributors and administrators).

Manage Assets Owned by Other People

As a contributor, you can always edit or delete assets that you own—that is, that you created yourself or were explicitly assigned ownership to by an asset owner. However, if you were granted the content administrator role, then you can also manage assets owned by other users in the system. That means you have full access to all content in Sales Accelerator.

Here are some considerations:

• If you’re a content administrator, you’ll see the edit options for assets, even if you’re not the owner of these assets.
• When making changes to assets that you don’t own, you may want to consult with the asset owner to make sure they don’t have any concerns.
• When searching for content, your search results will include assets and pages that other users have deactivated or not yet published.

Limit Asset Visibility for Partners

Your application administrator may designate some users as partners, which means they have more limited access to the content in Sales Accelerator.

If you want to make an asset available to partners, make sure to set its visibility to either ‘Public’ or ‘Partner and Internal’. If you set visibility to ‘Internal Only’, then partners won’t be able to access the asset in the system; it simply won’t exist for them.

If you change the visibility of an existing asset, your changes won’t take effect until you publish the asset.

Manage Pages

As a contributor, you can create pages in Oracle Sales Accelerator to help users find various types of sales enablement content. Pages will typically focus on specific areas: customer stories, products, sales plays, industries, or competitors. Users can easily go to these pages through the navigation menu on the left, or they can access them through search results.

In addition, you can also create custom pages, which are standalone pages that aren’t directly mapped to any of the categories (taxonomies) available in the navigation menu. Users can navigate to these custom pages through a Custom tab in a Related Pages section of other pages, or by searching for content type ‘Custom’.

Managing pages in Oracle Sales Accelerator consists of these tasks:

• Create content pages
• Create customer stories
• Preview pages
• Publish pages
• View page properties and analytics
• Edit pages
• Deactivate pages
• Delete pages
• Manage pages owned by other people
• Limit page visibility for partners
• Configure home pages

Create Content Pages

Product, sales play, industry, and competitor pages are all very similar, even though they focus on different areas. They’re created in basically the same way, with small variations depending on the page type.

There’s typically an overview page with featured content, along with one or more additional sections that provide lists of assets, sales stories, contacts, related resources, and more. You move between sections using the jump bar or by scrolling down the page.

Here’s an example of what a product page could look like:

To create a new page in Oracle Sales Accelerator:

1. Log in to Oracle Sales Accelerator as a contributor or content administrator.

2. Turn on contributor view.

3. Open your user menu on the home page or your My Content page, choose Create Content, and then the type of page you want to create.

   This opens a new panel where you can define what the new page should look like and how it should be categorized, so users can find it in the right context.

   

4. Provide a title and description for the page, which will both be displayed on the page in Sales Accelerator.

5. Assign one or more categories (taxonomies) to the page so users can find it or navigate to it in the right context. Depending on the page type, you can associate the page with a specific product, sales play, industry, and/or competitor.
   These fields are not mandatory for custom pages.

   For custom pages, select one or more subtypes, which provide a grouping mechanism for these pages (since they aren’t typically associated with any of the standard taxonomies).

6. Configure the location, URL, owner, and visibility for the page:

   • Location: Specify the location(s) that this page should apply to, so users will be able to filter for it. The available locations have been set up by your system administrator.
   • Owner: This field defaults to the user creating the page. You can add owners, delete owners, or transfer ownership to someone else.
   • Public URL: Enter the URL to an associated page outside of Oracle Sales Accelerator (for example, a product page on the company website).
   • Hidden in Search (competitor pages only): Select this check box to hide the page from searches.
   • Visibility: Specify in what contexts the page should be available to users (for example, internal or public). The available options have been set up by your system administrator. Users who’ve been designated as partners will not see any pages marked as ‘internal’ only.

7. Add featured assets, pages, or stories to the page. These allow you to highlight specific content on your page. You can point to existing items in the system or create new ones.

   This is what featured content looks like on a page:

   

8. Add related products, sales playes, industries, competitors, or custom pages to the page. These allow you to provide information that’s may not be directly related to the page you’re creating, but may still be helpful to users.

   This is what related content looks like on a page:

   

9. Add asset sections. This allows you to add or create asset portlets as part of your page. You can choose to add an existing asset section or create a new one.

   It’s recommended that you only add existing asset sections if you own them yourself. Any changes you make to an existing asset section will be reflected on all pages where that asset section is used.

   This is what an asset section looks like on a page:

   

10. Add page sections. This allows you to include content portlets as part of your page. You can choose to add an existing page section or create a new one based on a number of predefined layout templates, including Contact, Column, Table, Card Single, Cards Side-by-Side, and more. Here are examples of the Card Single and Table layouts.

11. Click Done when you’ve completed the page and close the panel.

The page is in the system now, and you’ll see it on your My Content page. However, the page won’t be available to users until you publish it.

Create Customer Stories

Customer stories are a powerful tool in the sales process. They can highlight successful implementations of your products or services, or showcase use cases or features. Oracle Sales Accelerator allows you to create engaging customer stories that will help sales teams be successful.

Here’s an example of what a customer story looks like:

To create a new customer story in Oracle Sales Accelerator:

1. Log in to Oracle Sales Accelerator as a contributor or content administrator.

2. Turn on contributor view.

3. Open your user menu on the home page or your My Content page, choose Create Content, and then Create Customer Story.

   This opens a new panel where you can define what the new customer story should look like and how it should be categorized, so users can find it in the right context.

   

4. When creating a customer story, you can provide a wide variety of information, including:

   • Title and description
   • Customer
   • Story content
   • Public story URL
   • Use case
   • Reference quotes
   • Partners
   • Related products
   • Related customer stories
   • Related sales plays
   • Related industries
   • Related competitors
   • Related custom pages
   • Related partners
   • Competitors
   • Replaced vendors
   • Featured assets
   • Asset sections
   • Content sections

   For many of these items, you can choose to create a new one or add one already in the system.

5. Click Done when you’ve completed the customer story and close the panel.

The customer story is in the system now, and you’ll see it on your My Content page. However, the customer story won’t be available to users until you publish it.

Preview Pages

While you’re working on a page or customer story, you can preview it to see what it would look like in the actual Sales Accelerator environment after publishing:

1. Log in to Oracle Sales Accelerator as a contributor or content administrator.

2. Turn on contributor view and open your My Content page.

3. Find the page or customer story you want to preview in the My Pages panel.

4. Hover the mouse cursor over the item in the list and click the icon.

   

5. In the page previewer, you can edit or publish the page, make it a favorite, or look at its properties and analytics.

Tip: On a preview page, click the icon in a page section to copy an anchor link that you can use elsewhere on the page to open that page section directly, for example in a list of links.

Note that any unpublished pages will show a minor version number (for example, v0.1), which is incremented every time you edit and save the page. Then, when you publish the page, this turns into the next major version number (for example, v1.0). Users will always see the latest published version of a page.

Publish Pages

After you create a page or customer story in Oracle Sales Accelerator, it’s not available to users until you publish it. As a contributor, you can only publish pages that you own.

If you’ve been assigned the content administrator role, then you can also publish pages that you don’t own. This gives you full access to all content in Sales Accelerator.

There are two ways to publish a page:

• On the My Content page (with contributor view turned on): go to the My Pages panel, hover the mouse cursor over the page you want to publish, and click Publish.

  

• In page preview: open the edit menu () and click Publish. This option will be available only if contributor view is turned on.

  

Users can now find the page or customer story in the system by searching for it, browsing to it, or filtering content. See Use Oracle Sales Accelerator for further details.

View Page Properties and Analytics

To view page properties or analytics, turn on contributor view, go to the My Content page, and open the My Pages panel. Click the icon to view the page and then click the icon. You can see who owns the page, when it was created and last updated, how it’s categorized, how many times it’s been viewed and downloaded, and more.

If you’re in contributor mode, you may also see options to view links to the page and its version history.

Click the owner name to send an email to that person.

Click the icon to download the data of the graph as a comma-separated values (CSV) file, which can be opened in a spreadsheet application for viewing or further processing.

If you’re a partner, then you can’t download analytics data for pages.

Edit Pages

As a contributor, you can always edit and delete pages that you own—that is, that you created yourself or were explicitly assigned ownership to by a content owner. For example, you may want to change or update page metadata to optimize how users can find the page. Or you may want to extend the expiration date, or reassign ownership of the page to someone else.

If you’ve been assigned the content administrator role, then you can also edit pages that you don’t own. This gives you full access to all content in Sales Accelerator.

There are two ways to edit a page:

• On the My Content page (with contributor view turned on): go to the My Pages panel, hover the mouse cursor over the page you want to edit, and click the icon.

  

• In the page previewer: open the edit menu () and click Edit. This option will be available only if contributor view is turned on.

  

The page opens in an edit panel. Click Edit and make changes as needed. When you’re done, click and choose Done.

If you want to save the changes without committing them to a new page version, then click Save instead of Done.

The edited page is now in the unpublished state and its minor version number changes (for example from v1.0 to v1.1). You need to publish the updated page to make it available to users. The version number will then move to the next major version (for example, to v2.0). Users will always see the latest published version of a page.

Deactivate Pages

Content pages may have a limited lifespan. To prevent obsolete pages in the system, you can deactivate them, so they’re no longer available to users. They remain in the system, but they’re invisible to users.

There are two ways to deactivate a page:

• On the My Content page (with contributor view turned on): go to the My Pages panel, hover the mouse cursor over the page you want to deactivate, and click Deactivate.

• In the page previewer: open the edit menu () and click Deactivate. This option will be available only if contributor view is turned on.

A deactivated page will no longer be available to users, but it’s still included on your My Content page in Unpublished | Inactive state. You can activate a page again by clicking Activate.

Content administrators will continue to see deactivated pages in their search results.

Delete Pages

After creating a page, you can delete it and remove it from the system completely.

To delete a page, preview the page, open the edit menu (), and click Delete. This option will be available only if contributor view is turned on and the page hasn’t been published yet.

Once a page has been published, you can’t delete it. However, you can deactivate it, so it’s no longer visible to users (though it remains in the system and accessible to contributors and administrators).

Manage Pages Owned by Other People

As a contributor, you can always edit or delete pages that you own—that is, that you created yourself or were explicitly assigned ownership to by a page owner. However, if you were granted the content administrator role, then you can also manage pages owned by other users in the system. That means you have full access to all content in Sales Accelerator.

Here are some considerations:

• If you’re a content administrator, you’ll see the edit options for pages, even if you’re not the owner of these pages.
• When making changes to pages that you don’t own, you may want to consult with the page owner to make sure they don’t have any concerns.
• When searching for content, your search results will include assets and pages that other users have deactivated or not yet published.

Limit Page Visibility for Partners

Your application administrator may designate some users as partners, which means they have more limited access to the content in Sales Accelerator.

If you want to make a page available to partners, make sure to set its visibility to either ‘Public’ or ‘Partner and Internal’. If you set visibility to ‘Internal Only’, then partners won’t be able to access the page in the system; it simply won’t exist for them. If you include internal-only assets on a page or page section that’s available to partners, then those assets won’t be visible on the page.

If you change the visibility of an existing page, your changes won’t take effect until you publish the page.

Configure Home Pages

If you’ve been assigned the content administrator role, you can define what’s on the internal and partner home pages in Sales Accelerator. These are the first pages that users see after logging in. The partner home page is presented to users who are designated as partners. They will typically have a more limited view of the available content than regular users, who will see the internal home page.

To update a home page:

1. Log in to Oracle Sales Accelerator as a content administrator.

2. Turn on contributor view.

3. Open your user menu on the home page or your My Content page, choose Internal Homepage or Partner Homepage, and then Edit.

   This opens the Edit Homepage panel, where you define what’s on the home page.

   The home page version will show a minor version (for example, v3.1) to indicate it’s being changed, but has not yet been published. Your changes won’t be visible to users until you publish the home page.

4. Change the site name and set the home page visibility as needed.

5. Add or modify the banner(s) on the page. If you add multiple banners, they’ll automatically rotate as a banner carousel.

   • To add a new banner, click Add Banner. Select an existing banner or create a new one. When ready, click OK. If you have multiple banners, you can use the icons to drag and drop the banners into the order you want them to appear on the site.

   • To edit an existing banner, click its icon. Make changes as necessary and click Done.

   Tip: To ensure a banner displays well on high-resolution screens, where the banner may not be wide enough, you may want to add a transparent gradient on the left edge of the banner, so it blends into the background.

6. Add or modify the featured content on the home page. Click Add Features to select an existing item or create a new one. Click OK when you’re done.

7. Add or modify links in the page footer. You can group links into separate sections.

8. When you’re done, click Done and close the panel.

9. After you’ve edited a home page, it’s not available to users until you publish it. In your user menu, choose Publish for either the internal or partner home page. The latest draft page will now be published. It may take a bit of time for your changes to take effect on the site.

View Analytics and Reports

You may want to monitor access and usage information for the content in Oracle Sales Accelerator. This may help you analyze your users’ needs and optimize their user experience. You need the SAReports application role to be able to see system-wide analytics and reports in Oracle Sales Accelerator.

In addition to system-wide analytics and reports, you can also view analytics for individual assets and pages.

To view analytics and reports:

1. Log in to Oracle Sales Accelerator as a report administrator.

2. Open your user menu in the top-right corner and choose Analytics and Reports.
   If you don’t see this option, then you don’t have the required privileges.

3. The Analytics and Reports page provides a lot of useful information that will help you track how Oracle Sales Accelerator is being used. There are various tabs, each focusing on different areas:

   • Site
   • Pages
   • Assets
   • Reports
   • User engagement (stickiness) metrics

You can see access information for the site as a whole, as well as its individual pages and assets, including:

• total interactions per day (with different colors for direct and embedded interactions)
• page and asset views by day
• asset downloads by day
• searches by day
• top assets viewed
• top assets viewed and downloaded

Click the icon to download the data of any graph as a comma-separated values (CSV) file, which can be opened in a spreadsheet application for viewing or further processing.

If you’re a partner, then you won’t be able to download graph data.

In addition to site, pages, and assets analytics, you can also view and download reports on various metrics, including content usage, favorites, and searches.

Select the report type you want to create and then click View Sample to see the first ten entries in the report. To view the entire report, click Download Report and open the comma-separated values (csv) file on your computer.

You can create a metrics report for a time period of no more than thirty days.

You can track how much your users interact with Oracle Sales Accelerator over time, if necessary differentiated by employees and partners. Information is available for these metrics:

• Daily active users (DAU)
• Monthly active users (MAU)
• Weekly active users (WAU)

In addition, you can see the ratios over time between daily and monthly users (DAU/MAU), weekly and monthly users (WAU/MAU), and daily and weekly users (DAU/WAU). These ratios help you track how frequently your users engage with the Oracle Sales Accelerator platform—in other words, its “stickiness” level.

Click the icon to download the data of any graph as a comma-separated values (CSV) file, which can be opened in a spreadsheet application for viewing or further processing.

If you’re a partner, then you won’t be able to download graph data.

Troubleshoot

Should you run into any issues, here are some tips:

• I can’t log in
• I can’t find the content I’m looking for
• I can’t view an asset
• I don’t see contributor options in my user menu
• The Create Content options on my user menu aren’t available
• Users can’t find content I’ve added to the system
• People can’t access content I’ve shared with them
• Someone has made changes to an asset that I own

I can’t log in

To access Oracle Sales Accelerator, you need a user account, which is set up by your system administrator. You may have a separate user login for Oracle Sales Accelerator, or it may be your single sign-on (SSO) for your organization. The user name will often be your email address.

Your user login name and password are provided to you in a welcome email. If you can’t find that information or if you forgot your password, contact your system administrator.

I can’t find the content I’m looking for

Here are some considerations if you can’t find the content you’re looking for:

• Are you searching or filtering for the correct metadata? You’ll only find content that meets all your search criteria.
• Perhaps your filters are too restrictive. Try using fewer filters to broaden the search scope.
• Are you designated in Sales Accelerator as a partner? If so, you’ll have limited access to content: only assets and pages that are marked for public or partner view, not internal-only content.
• You won’t see any content that’s been deactivated in the system, unless you’re a contributor or content administrator.
• You won’t find any content that hasn’t been published, unless you’re a contributor or content administrator. Content may be uploaded to the system, but as long as it’s not published, you won’t be able to access it.
• Is the My Content switch turned on? If so, searches are limited to your own content only. Make sure this switch is turned off to search all content in the system.

I can’t view an asset

There may be several reasons why you can’t view an asset:

• The built-in asset viewer supports a number of file formats, including Microsoft Word documents (doc, docx), PowerPoint presentations (ppt, pptx), Excel spreadsheets (xls, xlsx), PDF files, text files, as well as images (including jpg and png) and videos (including mp4 and mov). If the asset is in an unsupported format, then you can’t view it within the application and you’ll have to download it to your local computer to view it there.
• The asset file may be too big. If an asset is more than 158 MB in size or contains more than 300 pages, then it can’t open in the viewer.

In most cases, if you can’t open an asset in the asset viewer, you can download it to your local computer and open it there (providing your computer has an application that can handle the file format).

I don’t see contributor options in my user menu

You need to have special access privileges to see the contributor options in your user menu and to manage content in the system. Your system administrator assigns access privileges to users when they’re added to the system.

If you feel you need contributor access to Oracle Sales Accelerator, contact your system administrator.

The Create Content options on my user menu aren’t available

To activate the Create Content options in your user menu, make sure to turn on contributor view.

Users can’t find content I’ve added to the system

Here are some things to consider if users can’t find content that you’ve added to the system:

• Did you assign the appropriate metadata to the asset? For example, did you assign the correct product or industry? If you didn’t, then content may not show up in the context that you intended or that users may be looking for.
• Did you publish the asset or page? After creating an asset or page, it won’t be available to users until you publish it.
• Did you deactivate the asset or page? If you did, it won’t be available to users anymore.
• Has the asset or page expired? You can set an expiration date for an asset or page, and once that date passes, it will no longer be available to users. Edit the asset or page to extend the expiration date or turn off the expiration date altogether.

People can’t access content I’ve shared with them

When viewing an asset in the asset viewer, you can copy a direct link to that asset in the system, and then send that link to other people. Anyone who receives a link to an asset must also have access to Oracle Sales Accelerator (that is, have a user account) to view the asset. If they don’t, they won’t be able to access the asset you shared with them.

If you’re sharing a link with a partner in Sales Accelerator, they must have access to that item—that is, it can’t be marked as internal-only. Otherwise they won’t be able to see it.

When sharing content with other people, please abide by your organization’s policies in this area.

Someone has made changes to an asset that I own

If someone made changes to an asset that you own, then here are some considerations:

• Does the asset have any other owners in addition to you? If so, then each of these owners can make changes. If you’re the owner of an asset, you can add or revoke ownership for other people.
• Does the person who made the changes have the content administrator role? If so, then they can make changes to assets in the system that they don’t own themselves.
• Did your system administrator set up some content types to use an open contribution model? If that’s the case, then any user can modify an asset in the system, not just users who created the asset or have ownership.