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 |
|---|---|---|
| 08 APR 2020 | Hide the Account Score Tab in Oracle CX Sales | Updated document. Delivered feature in March 2020. |
| 23 MAR 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. |
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|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
||
Integrations with Oracle CX Sales
Target Specific Signal Types for Your Salespeople
You can now improve the news signals for your salespeople by showing only those signals that benefit them.
Use signal tags to filter the signals and show only that’s beneficial for your salespeople. For a list of signal types and tags, see Overview of Company Signals.
For information on how to set up smart talking points in Oracle CX Sales, see Enable Smart Talking Points in Oracle CX Sales.
Steps to Enable
- Sign in to Oracle CX Sales.
- In Application Composer's Common Setup menu, or on the Overview page, click Mashup Content.
- On the Web Applications page, click Register Web Application.
- On the Register Web Application page, in the URL Definition field, use the signalsFilter parameter to append a signal tag after you specify the URL. For example, if you don’t want to include news on companies that exhibit, present, or attend an event, append ?signalsFilter=conference-exhibitor,conference-presenter,conference-attendee after the URL.
Key Resources
Hide the Account Score Tab in Oracle CX Sales
If you have set up the Smart Talking Points feature in Oracle CX Sales, you can now hide the Account Score tab if your company doesn’t use account scoring.
This image shows an example of a company without the Account Score tab.
For information on how to set up smart talking points in Oracle CX Sales, see Enable Smart Talking Points in Oracle CX Sales.
Steps to Enable
- Sign in to Oracle CX Sales.
- In Application Composer's Common Setup menu, or on the Overview page, click Mashup Content.
- On the Web Applications page, click Register Web Application.
- On the Register Web Application page, in the URL Definition field, use the ?accountScore=0 parameter after you specify the URL.
Tips And Considerations
Your salespeople continue to see the Account Score tab if you append ?accountScore=1 after you specify the URL, or don't specify this parameter at all.
Key Resources