This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Product | Feature | Notes |
|---|---|---|---|
| 16 SEP 2020 | Integrations with Salesforce | Option to Hide Salesforce Connection and Sync Access from Non-Admins | Updated document. Delivered feature in August 2020. |
| 05 AUG 2020 |
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:
Features Delivered Enabled
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. |
Action is Needed 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 |
|
||
Option to Hide Salesforce Connection and Sync Access from Non-Admins |
||||||
Country Field in Eloqua Enhances Company Matches
The matching process is now enhanced to use the Country field when populated in Eloqua, along with the contact’s email domain and company name.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
Option to Hide Salesforce Connection and Sync Access from Non-Admins
As an admin, you can prevent non-admin users from connecting to Salesforce and syncing their accounts. Contact Oracle Support if you want to make this change. When Oracle Support enables the option to restrict access, non-admin users can’t perform connect and sync tasks such as:
- Connect to their Salesforce accounts from Oracle DataFox or Salesforce.
- Sync a new or existing company to a Salesforce account.
- Refresh a synced Salesforce account.
Organizations that would normally not allow all users to connect to their Salesforce accounts, and sync or refresh a new or existing account can benefit by enforcing the same restriction in DataFox. Opt for this feature if you want admins to be the only people who can create and sync new and existing accounts.
This screenshot shows the Company Overview page of a synced account for a non-admin user.
This screenshot shows how the same page looks to an admin, with the Sync and Refresh buttons visible.
Steps to Enable
Contact Oracle Support to enable the Disable non-admin SFDC Connection option.