What are the steps I must perform as a new administrator implementing the Oracle B2C Service application?

Environment:

Administrator Training, New Implementation
Oracle B2C Service

Resolution:

To help you get started with your new Oracle B2C Service application, the following quick start tutorials will walk you through your initial setup. After you've completed your initial implementation, you can learn more detailed procedures described in the Oracle B2C Service Documentation.

As an administrator installing and configuring a new Oracle B2C Service implementation, we recommend navigating through the Oracle B2C Service Quick Start Video Series and watching the topics listed below in sequence. 

• Series Overview - Learn about the series overview and how to get started with Oracle B2C Service.
• Staff Accounts Profiles Navigation Sets - Learn about the ins and outs of how staff accounts, profiles and navigation sets work together and give agents access to features and functionality within Oracle B2C Service.
• Knowledge Management - Learn how to set up Knowledge for Oracle B2C Service to allow agents to be more efficient and helpful.
• B2C Incident Management - Learn how agents manage incidents and work through a customer issue or question.
• Incident Email Management - Learn how agents communicate with customer inquiries via email management and how to set up mailboxes.
• Business Rule Configuration - Learn how the use of business rules makes an organization more efficient and organized.
• B2C Service Analytics - Learn how to use and access reports as well as where to find more information.

Additional tutorials can be found at the Oracle CX Service YouTube channel.

For additional assistance, refer to Answer 2543: Contacting Oracle B2C Service Technical Support Services.  This includes the Oracle B2C Service Technical Support Services Guide and Working Effectively with Support documents.

If you are implementing in a regulated environment such as PCI or HIPAA, please see Answer ID 9570: Guidance for Implementing in PCI or HIPAA Service Cloud Environment for specific deployment considerations.