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Getting Started with Oracle B2C Service
Answer ID 8145   |   Last Review Date 05/17/2020

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


Administrator Training, New Implementation
Oracle B2C Service


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 latest Oracle B2C Service 20B and watching the topics listed below in sequence. Videos also include other topics such as Knowledge Advanced, REST API, and Customer Portal.

  • Installing the Agent Desktop - Learn how to install the agent desktop to get started configuring Oracle B2C Service
  • Creating a Staff Account Navigation Set - Shows how to access and create a navigation set
  • Creating a Staff Account Profile - Shows how to create a profile
  • Creating a Staff Account - Learn how to create a staff account
  • Setting up the Agent Desktop Default Mailbox - Describes how to setup a default mailbox
  • Creating an Answer - Shows you how to create an answer in your knowledge base
  • Asking a Question in Customer Portal - Learn how customers can ask a question on your support site
  • Finding Incidents - Learn how to update incidents
  • Viewing an Incident Response via Customer Portal - Shows how customers view an incident response
  • Referencing an Answer in an Incident - Learn how to reference an answer in an incident
  • Running a Standard Report - Learn how to generate standard reports
  • Creating a Custom Report - Learn how to create reports using the report designer

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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.