This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Feature | Notes |
|---|---|---|
| 02 JUL 2019 | Created initial document. |
This document outlines the features in Oracle DataFox and describes any tasks you might need to perform for this service. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
|||||
|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
||
Use Salesforce Canvas Without Signing in to Oracle DataFox
You no longer need a separate Oracle DataFox login to use the Salesforce Canvas application. If your organization has a Salesforce account with DataFox integration, your Salesforce users can view the DataFox-enriched data without signing in to the Oracle DataFox application.
Previously, only users with an Oracle DataFox login could use the Salesforce Canvas application.
Steps to Enable
You don't need to do anything to enable this feature.
You don’t need to do anything to enable this feature.
Tips And Considerations
You must have a Salesforce account to be able to use this feature.
Account Owners can now be notified by email about the resync errors for an account.
Email Me About Resync Errors Option
Steps to Enable
To enable the email, go to Settings > Integrations > Salesforce > Show Admin Settings and select the Email me about resync errors check box.
Key Resources
View Daily Syncs in the Salesforce Sync History
Admins can now view the status of most recent daily syncs with Salesforce. To view, navigate to Settings > Integrations > Salesforce > Daily Syncs tab in the Salesforce Sync History table.
Daily Syncs Tab in Salesforce Sync History
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
View Invited Users and Deleted Users
The Team Management tab in the Settings page is now split into Active Users, Invited Users, and Deleted Users.
The Invited Users tab displays users who have been invited to access the application. Admins can now restore deleted users using the Deleted Users tab.
Invited Users Tab
Deleted Users Tab
Steps to Enable
You don't need to do anything to enable this feature.
Calculate Account Scoring Changes Immediately
Your account scoring changes are now calculated immediately. When your scoring criteria are published, all your account scoring changes are automatically added to the queue for calculations. Time taken to publish the scoring criteria may vary depending upon the number of changes and the number of accounts in the queue for calculation.
For example, initial scoring calculations for an account may take three hours. Whereas, subsequent updates to an account may take just a few minutes.
Publish Scoring Criteria Confirmation Dialog Box
Steps to Enable
You don't need to do anything to enable this feature.