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 |
|---|---|---|---|
| 29 JAN 2021 | All Implementations | Create Account Scoring Criteria Sets to Target Different Customer Segments | Updated document. Delivered feature in January 2021. |
| 13 JAN 2021 | 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. |
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|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
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Create Account Scoring Criteria Sets to Target Different Customer Segments |
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New DataFox Orchestrate Installation Package
Version 1.4 of the DataFox Orchestrate installation package contains these changes:
- The technographics field is removed from the field mappings list because this field was deprecated for Oracle DataFox integrations.
- The config screen for Data Co-Op is removed because this beta feature was deprecated in Oracle DataFox.
This screenshot shows the Upgrade DataFox Orchestrate dialog box.
Steps to Enable
You can check the version of the DataFox Orchestrate package you’re using currently before installing version 1.4. Sign in to Salesforce, click Setup > Apps > Installed Packages and check the version number for DataFox Orchestrate. If you’re on any version other than 1.4, proceed to install the latest package.
To upgrade to the latest version, you must install the new package from the production or the sandbox link. For details, see Integrate with Salesforce.
Key Resources
Create Account Scoring Criteria Sets to Target Different Customer Segments
You create criteria sets to build your ideal customer profile and now you can create different sets for your diverse customer profile. You can assign the criteria set that’s relevant to your sales reps so that they can target the most likely prospects. For example, your sales reps in the US may have a different ideal customer profile than your sales reps in Europe. To help both sets of sales reps target the most likely prospects, you build separate account scoring criteria sets. You may also want to create multiple criteria sets to determine which set shows the best results in finding the ideal customers.
You can create up to three criteria sets and assign any one of them to each sales rep. You can set one of the criteria sets as the default. When you set a criteria set as the default, it’s automatically applied to all the new users of your account. It’s also applied to existing users if they aren’t already manually assigned a criteria set. You can assign a different criteria set on the Team Management page in settings.
IMPORTANT: The criteria sets feature is being released to customers in phases. Oracle Support will contact you before enabling this feature for you.
This screenshot shows the Create Criteria Set dialog box.
This screenshot shows the Team Management page where you can assign criteria sets to your sales reps.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- When you create the first criteria set, that’s automatically set as the default unless you change the default criteria set in Settings.
-
If you already had account scoring set up in Oracle DataFox and then you get the multiple criteria set feature, the existing account scoring criteria is automatically set as the default criteria set.
- If you’re integrated with Oracle DataFox, your users must sign in to DataFox to view account scores for the criteria set assigned to them. Your application will show account scores for the criteria set assigned to the user who set up the sync with Oracle DataFox. For details, see Criteria Sets and Integrations.
Key Resources