Revision History

This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top.

Date

Whats Changed

Notes

01 NOV 2016

Core Sales Force Automation: Attachments

Added profile option to control display of attachment.

01 OCT 2016

Application Security: New Privileges and Granted Roles

Added privileges for Sales Catalog.

02 SEP 2016

Worklist Access

Added new feature delivered in Update 8 (August).

01 JUL 2016

Upgrade Tasks

Added link to instructions for transitioning to simplified pages (Step 4).

01 JUL 2016

Oracle Sales Cloud Mobile App: Mobile Productivity Enhancements for Sales Reps

New enhancements for sales reps.

01 JUL 2016

Configuration and Customization: Integration and Extensibility Documentation

Documentation to help you customize, extend, and integrate with Oracle Applications Cloud is now available in the Oracle Help Center.

01 JUN 2016

Communications: Siebel CRM Product Synchronization

New feature: You can import items from Siebel CRM into Oracle Sales Cloud to generate opportunity revenue and quote line items.

01 JUN 2016

Communications: Siebel CRM Organization Mapping

New feature: Organization information can be synchronized between Oracle Sales Cloud and Siebel CRM.

01 JUN 2016

Customization Migration: Enhanced Customization Migration

Enhanced Customization Migration is now available.

01 MAY 2016

Customer Data Management: Blue Coat Cloud Data Protection

Blue Coat Data Protection is now available.

01 APR 2016

Upgrade Tasks

Added information to help you plan, deploy and validate your upgrade to Release 11.

01 APR 2016

Application Composer: Accessing Parent Object Data in Custom Subtab Record Creation

Added information about automatically populating custom subtabs with parent object data.

01 APR 2016

Communications: Post-Upgrade Instructions for Communications

Added instructions for upgrading from Oracle Sales Cloud for Communications Release 10 to Release 11.

01 APR 2016

Post-Upgrade Tasks: Update Application Composer Customizations to the Latest Enhanced Behavior

Revised several steps.

01 MAR 2016

Initial Document Creation.

Overview

This guide outlines the information you need to know about new or improved functionality available in Oracle Cloud Release 11. 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.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send your feedback to SALESCLOUD-PRODEX_WW@ORACLE.COM.

Upgrade Tasks

This section gives you information to help you plan, deploy and validate your upgrade to this release. We frequently update this document so don’t forget to check back and get the latest information before you start your upgrade.

Use the following resources to prepare for, deploy, and validate your Oracle Sales Cloud upgrade to Release 11.

  1. Watch the Oracle Sales Cloud: Release 11 Upgrade video to learn how to prepare for, validate, and deploy Release 11. You can also download the information presented in the recording as a PDF file (attached to Doc ID 2117401.1) on My Oracle Support where you can click links that open resources and sites mentioned in the presentation.
  2. IMPORTANT: The video directs you to perform two tasks before your upgrade, which apply to certain customers who started in earlier releases:

  3. If you have not yet done so, review the introduction guide to upgrades: Release Upgrade Planning (Doc ID 2016981.1) on My Oracle Support.
  4. See a Sample Project Plan (PDF file attached to Doc ID 2117413.1) on My Oracle Support.
  5. Either before or after your upgrade to Release 11, you need to transition your sales team to the simplified pages. Desktop pages containing duplicate functionality now available in simplified pages will soon no longer be supported. For more information, see Simplified Pages FAQ: Transitioning to Simplified Pages (Oracle Sales Cloud) (Doc ID 1663336.1) on My Oracle Support.
  6. Review the latest Known Issues and Update Documents for this release (Doc ID 1603154.1) on My Oracle Support.

Release Feature Summary

Some of the new Release 11 features are automatically available to users after the upgrade and some require action from the user, the company administrator, or Oracle.

The following table provides a quick view of the actions required to enable each of the Release 11 features.

Action Required to Enable Feature

Feature

Automatically Available

End User Action Required

Administrator Action Required

Oracle Service Request Required

Smartphones

Oracle Sales Cloud Mobile App

Dynamic Choice List Fields for Mobile Pages

Mobile Productivity Enhancements for Sales Reps

Call Report App

Deal Management App

Mobile Commissions App

Tablets

Oracle Mobilytics

Customize Reporting Metrics

Retail Execution Tablet App

Sales Analytics

Channel Sales Manager Dashboard

Prebuilt Report for Customer Asset Analysis

Prebuilt Report for Partner Sales Reps

Reports Combining Standard and Custom Subject Areas

New Subject Areas for Relationship Reporting

New Subject Areas for Account Asset Reporting

Enhanced Quota Reporting

New Subject Areas for Account and Contact Notes

Long Text Fields in Reports

Partner Hierarchy Reporting

Enhanced Error Handling

Updated User Interface


Social Network User InterfaceSocial Network User Interface

Global Search

Expanded Navigation Menu

Upload Documents from Cloud Document Stores

View and Create Document Annotations

Documents View in Conversations and Walls

Recent Activity, Trending, and Contacts Panels

Mark Items as Favorites

Real-Time User Preference in Conversations and Walls

Start Web Conferences

Start Conversations with Groups

Restore Deleted Messages

Add Referring Items to Social Objects, Conversations, and Walls

Change Display Language of Conversations and Walls

View Items That a Group is a Member Of

Discard Conversations

Rename Folders

Social Object Visibility Settings

Global Email Notification Option

Desktop Client

Support for Federated SSO

Option to Save Open Tabs on Exit

Find in Conversation

Improved Filter and Sorting Options for Search Results

Cloud Document Adapter for Oracle Documents

Context Menu for Search Results

Add Related Conversations to Offline Briefcase

Restore Deleted Messages

Core Sales Force Automation

Mass Record Transfer

Attachments

Global Search and List Management

Global Search in Oracle Social Network

Find in Conversation

Improved Filter and Sorting Options for Search Results

Context Menu for Search Results

Filter Search Results by Posting User

Wildcard Characters

Accounts and Contacts

Territory Assignment Based on Account Owner

Favorites

Multiple Industry and Organization Classifications

Influence Map

Contact and Household Assessments

Contract Details

Configuration and Customization Options for Contacts

Calendar and Activities

Deal Calendar

Opportunities

Configurable Credit Recipients and Forecast Territories

Browse Sales Catalog

Forecasting

Unit-Based Forecasting

Enhancements for Simplified Forecasting

Products and Promotions

Simplified Product Definition

Manage Promotions

Web Services for Products and Price Books

Product and Price Book Import

Partner Relationship Management

Deal Management App

Channel Sales Manager Dashboard

Business Plans and Objectives

Marketing Development Funds

Partner Program Management

Partner Hierarchies and Distributor-Reseller Relationships

Partner Home Page Announcements

Self-Service Registration for Partners

Partner User Impersonation

Accept or Reject Leads from Email

Optimized User Experience

Contracts

External Web Services for Contracts

Overriding the Electronic Signature Process

Negotiate Pricing Adjustments for Product Groups

Contract Flexfield Attributes Based on Contract Type

Sales Performance Management

Quotas

Compatibility with Simplified Territory Management

Territories

Streamlined Synchronization Process

Incentive Compensation

Mobile Commissions App

Compensation Plan Distribution Enhancements

Custom Rollup Summarization

Purge Test Data

Oracle Sales Cloud for Outlook

Support for Federated SSO

Invite Contacts from Your Outlook Address Book

Find in Conversation

Improved Filter and Sorting Options for Search Results

Cloud Document Adapter for Oracle Documents

View Details for Underlying Social Objects

Offline Panel

Option to Automatically Publish Offline Changes

Restore Deleted Messages

Customer Data Management

Social Data Enrichment

Blue Coat Cloud Data Protection

Industry Solutions

High Tech and Manufacturing

Bid Management

Configurable Sales Home Page for High Tech and Manufacturing

Financial Services

Financial Profile for Contacts

Enhanced Needs Analysis

Enhanced Pages for Retail Bankers

Oracle Policy Automation Integration

Consumer Goods

Retail Execution

Retail Execution Tablet App

Custom Store Visit Tasks

Store Visit Duration

Trade Promotion Management

Trade Funds

Multiple Fixed Tactics for Promotion

Multiple Variable Tactics for Programs

Per-Account Sales Target

Promotion Evaluation

Configurable Sales Home Page for Trade Promotion Management

Communications

Configurable Sales Home Page for Communications

Sales Coach for Contract Renewals

Enhanced Pages for Communications Sales Reps

Siebel CRM Product Synchronization

Siebel CRM Organization Mapping

Post-Upgrade Instructions for Communications

Industry Solution Platform

Industry Solution Patch Updates

Application Security

New Privileges with Granted Roles

Worklist Access

Configuration and Customization

Enhanced Infolets

Reorder Infolets

Add New Facets

Improved Drilldown Navigation

Springboard Strip Settings

Application Composer

Summary Boxes for Custom Objects

Create Action on Subtabs

Accessing Parent Object Data in Custom Subtab Record Creation

Full-Page Create and Edit Pages for Subtabs

Customizable Object Icons

Configuration and Customization Options for Contacts

Direct Linking from Email

Object Workflow Enhancements

Sandbox Enforcement

Enhanced Groovy Validation

Integrations

Oracle Integration Cloud Service

Integrating Oracle Sales Cloud with Oracle Service Cloud

ID Propagation and Federation for SaaS and PaaS

RESTful Web Services

Cloud Storage Services API

Conference Services API

Social Plugin Explorer API Reference

Cloud Document Adapter for Oracle Documents

Integration and Extensibility Documentation

New Guides to Support Integration and Extensibility

View Prebuilt Analytics and Reports

Review Job Roles

Setup and Maintenance

Improved Landing Experience

Guided Navigation

Offering Configuration

Setup Based on Offerings and Functional Areas

Export and Import Based on Offerings and Functional Areas

Offering Configuration Migration

Assignment Manager

Custom Object Assignment

Customization Migration

Enhanced Customization Migration

Simplified Setup

Enhanced Master Geographies Load

Seeded Role Provisioning Rules

Post-Upgrade Tasks

Update Application Composer Customizations to the Latest Enhanced Behavior

Smartphones

Sales teams can access Oracle Sales Cloud on smartphones to quickly execute transactions and maximize selling time. Release 11 provides sales reps greater efficiency with more capabilities built into the Call Report app. Sales reps can view lists to identify call reports that need attention and can add more details to call reports using their smartphones. The new Deal Management app gives channel sales managers the flexibility to complete deal management tasks quickly while away from the office. Oracle Sales Cloud Mobile has been enhanced to support dynamic choice lists for standard and custom objects. For companies using incentive compensation, the new Mobile Commissions app gives sales reps anytime, anywhere access to their compensation details.

To begin using Release 11 smartphone apps, download the latest version from the Apple App Store (iPhone), Google Play (Android), or the Oracle Sales Cloud instance (Blackberry).

Oracle Sales Cloud Mobile App

The Oracle Sales Cloud Mobile app is the most efficient way for sales reps, managers, and executives to access Oracle Sales Cloud from a smartphone.

Dynamic Choice List Fields for Mobile Pages

Dynamic choice lists are now available for Oracle Sales Cloud Mobile. Using Application Composer, you can customize mobile pages in Oracle Sales Cloud to include dynamic choice list fields for standard and custom objects.

STEPS TO ENABLE

No steps are required to enable this enhancement.

Key Resources

For more information about Mobile Apps, see the documents listed under Use Mobile Applications in the Oracle Help Center.

Mobile Productivity Enhancements for Sales Reps

The following productivity enhancements for sales reps are now available in the Oracle Sales Cloud Mobile App:

Steps to Enable

Key Resources

For more information about Mobile Apps, see the documents listed under Use Mobile Applications in the Oracle Help Center.

Call Report App

The Call Report app is designed to help sales reps complete tasks in one minute or less, improving their productivity and increasing sales. With Release 11, sales reps can do the following:

Upon opening the call report app, you can see all your appointments in a list view. You can call, email, text, or locate the primary contact directly from the contact wheel.

Steps to Enable

To use the new Call Report App, you must download the app from the Apple App Store or Google Play.

NOTE: You must also have an active Oracle Sales Cloud user account.

Key Resources

Deal Management App

The Deal Management app is a single-purpose app that enables channel sales managers to complete deal management tasks quickly. Using the Deal Management app on their smartphones, channel sales managers can do the following:

You can check deal registrations pending your approval in the Pending list. You can check deal registrations and their status in the All list.

Steps to Enable

To use the new Deal Management App, you must download the app from the Apple App Store or Google Play.

NOTE: You must also have an active Oracle Sales Cloud user account.

Key Resources

Mobile Commissions App

For companies using Oracle Incentive Compensation, the Mobile Commissions app allows sales reps to review their compensation details anytime, anywhere. When they open the app, sales reps get a quick snapshot of their commissions and bonus payments with easy access to further details, including the following:

Sales reps can also keep track of commission progress. The Updates tab shows the last three earnings, credits, and payment transactions. If specific details are needed, then you can provide interactive custom reports that display in real time within the Mobile Commissions app.

You can review your compensation details anytime, anywhere.

Steps to Enable

To use the new Mobile Commissions App, you must download the app from the Apple App Store or Google Play.

NOTE: You must also have an active Oracle Sales Cloud user account.

Key Resources

For more information about Mobile Commissions, see Mobile Commissionsin Using Incentive Compensation in the Oracle Help Center.

Tablets

The Oracle Mobilytics app helps sales leaders gain important business insights using an iPad. With new customization options, you can change default metrics and report parameters to provide sales executives with the most meaningful data. The new Retail Execution tablet app is specifically designed to allow retail sales reps in the consumer goods industry to execute store visits with ease.

Oracle Sales Cloud apps for tablets are available from the Apple App Store.

Oracle Mobilytics

Oracle Mobilytics provides sales executives with unprecedented mobile business intelligence, insight into sales performance, and the ability to model forecasts with interactive graphics created specifically for the iPad.

Customize Reporting Metrics

You can customize the report metrics displayed in the Oracle Mobilytics app to suit your organizations business needs. The following customizations are now possible:

You can customize report metrics to suit your organization’s business needs.

Steps to Enable

  1. Many Mobilytics metrics are configurable using profile option values. Perform the following steps to configure profile option values:
  2. From the Navigator, choose Setup and Maintenance.
  3. Search for Manage Administrator Profile Values.
  4. In the Module field, select Mobilytics.
  5. Click Search.
  6. In the Search Results area, select the Profile Option you want to change.
  7. Enter the desired value in the Profile Values area.

For more information about setting up mobile applications and a table listing the available options and defaults, see Oracle Sales Cloud Implementing Sales in the Oracle Help Center.

Retail Execution Tablet App

Available in both online and offline modes, the new Oracle Sales Cloud Retail Execution app enables retail sales reps to plan and execute the following retail store visit tasks using their tablet device:

The app automatically captures the time for each store visit, from check in to check out, allowing sales managers to measure the efficiency of store visits. The Oracle Sales Cloud Retail Execution app is compatible with iPad and Android tablet devices.

You can review store visit appointments, check in to the stores, and perform relevant store visit tasks.

STEPS TO ENABLE

To use the new Oracle Sales Cloud Retail Execution app, you must download the app from the Apple App Store or Google Play. You must also have an active Oracle Sales Cloud Consumer Goods user account.

  1. Start the app.
  2. Enter the host name for your Oracle Sales Cloud Consumer Goods instance. To determine your companys Oracle Sales Cloud Consumer Goods host name, follow these steps:
  3. Enter your Oracle Sales Cloud Consumer Goods user name and password.

TIPS AND CONSIDERATIONS

Key Resources

Sales Analytics

Oracle Sales Cloud provides embedded sales analytics to help you identify key events, guide sales activities, and improve deal performance. Release 11 provides expanded analytics capabilities, more prebuilt reports, and a fresh visual design for Oracles Business Intelligence tools. A new dashboard gives channel sales managers easy access to key performance indicators. Sales administrators have more options to create targeted reports for sales teams, including the ability to create reports combining standard and custom subject areas and the option to show account and contact relationships and long text fields in reports. Enhanced error handling and an updated UI make it easier to create effective and useful reports.

Channel Sales Manager Dashboard

The channel sales manager dashboard provides six prebuilt Key Performance Indicators (KPIs) that provide channel sales managers with easy access to relevant information. Available from the Dashboard icon, the dashboard includes these prebuilt KPIs:

The channel sales manager dashboard provides six key performance indicators.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

For a demonstration of this enhancement, see the Sales Cloud Analytics Enhancements release training on the Customer Experience Release Readiness page.

Prebuilt Report for Customer Asset Analysis

The new, prebuilt Customer Asset Analysis report helps sales managers analyze the composition of their customer’s owned assets (installed base) for each industry, geography, and product line.

Steps to Enable

No steps are required to enable this enhancement.

Prebuilt Report for Partner Sales Reps

The following two new, prebuilt reports help partner sales reps track their own pipeline and get details about their deals:

Steps to Enable

No steps are required to enable this enhancement.

Reports Combining Standard and Custom Subject Areas

You now have the flexibility to create reports that combine attributes and metrics from custom and standard subject areas that share a common dimension. For example, you can create a report that combines data from a custom opportunity subject area with any standard, opportunity-related subject area such as Sales-CRM Pipeline. You can create combined reports for an array of standard objects, including accounts, contacts, households, opportunities, partners, sales accounts, territories, and resources.

You can create a report using a prebuilt subject area and a custom subject area.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

For a demonstration of this enhancement, see the Sales Cloud Analytics Enhancements release training on the Customer Experience Release Readiness page.

New Subject Areas for Relationship Reporting

The new Account Relationship, Contact Relationship, and Partner Relationship subject areas enable you to build custom reports that show the custom relationship between accounts, contacts, partners, and other organizations and persons.

You can build reports that show the custom relationship between accounts, contacts, partners, and other organizations and persons.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

For a demonstration of this enhancement, see the Sales Cloud Analytics Enhancements release training on the Customer Experience Release Readiness page.

New Subject Areas for Account Asset Reporting

The new Account Asset Reporting subject area enables you to build custom reports that show the details of all assets that have been assigned to an account.

You can build custom reports showing the details of all assets that have been assigned to an account.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

For a demonstration of this enhancement, see the Sales Cloud Analytics Enhancements release training on the Customer Experience Release Readiness page.

Enhanced Quota Reporting

New, nonrollup quota metrics for territories and resources are now available for quota management reporting. These metrics enable you to build custom reports for the territory or resource hierarchy that reference the quota at each node level and ensure that metrics arent incorrectly rolled up along the hierarchy.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

For a demonstration of this enhancement, see the Sales Cloud Analytics Enhancements release training on the Customer Experience Release Readiness page.

New Subject Areas for Account and Contact Notes

The new Account Notes and Contact Notes subject areas enable you to build custom reports that include the notes and associated attributes that have been created for an account or contact.

The new Account Notes and Contact Notes subject areas.

Steps to Enable

No steps are required to enable this enhancement.

Long Text Fields in Reports

You can now include all standard and custom long text fields in your reports by selecting the fields from standard or custom subject areas.

Steps to Enable

No steps are required to enable this enhancement.

Partner Hierarchy Reporting

The partner hierarchy has been added to all partner dimensions. This hierarchy enables you to create custom reports showing revenue and other transaction metrics rolled up by the partner hierarchy defined in Oracle Sales Cloud.

You can create custom reports showing revenue and other transaction metrics rolled up by the partner hierarchy.

Steps to Enable

No steps are required to enable this enhancement.

Tips and Considerations

Key Resources

For a demonstration of this enhancement, see the PRM Enhancements: Partner Management release training on the Customer Experience Release Readiness page.

Enhanced Error Handling

When an error prevents a report from displaying properly, Oracle Sales Cloud shows details explaining the error. Having more information will help you fix the issue and create error-free reports in the future.

Steps to Enable

No steps are required to enable this enhancement.

Updated User Interface

A fully redesigned component set and interactions are now available for mobile, desktop, and Oracle Cloud applications. The updated interface for Oracle Business Intelligence Answers, Oracle Business Intelligence Enterprise Edition Dashboards, and Oracle Business Intelligence Publisher provides a fresh visual design and modern layout for Oracle Sales Cloud Analytics.

The Oracle Business Intelligence UI has been updated.

Steps to Enable

No steps are required to enable this enhancement.

Social Network User Interface

Release 11 provides many enhancements to the Oracle Social Network UI.

Global Search

For a description of this enhancement, see Global Search in Oracle Social Network.

Expanded Navigation Menu

The Oracle Social Network navigation menu has been expanded to include Overview, My Wall, and Favorites.

   

Oracle Social Network Navigation Menu

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

See the Oracle Social Network help: Social Networking In… > Oracle Applications Cloud.

Upload Documents from Cloud Document Stores

You can add a file from the cloud to Oracle Social Network.

Steps to Enable

Set up an account with a cloud document store, such as Google Drive.

Key Resources

See the Oracle Social Network help: Social Networking In> Oracle Applications Cloud > How do I share a document with others?

View and Create Document Annotations

Annotations provide a way to comment on a document. You can view and create annotations when previewing the document. For example, using annotations you can add a pushpin marker to a document preview and enter a comment about the document where the pushpin is placed. Each person's annotations appear in a unique color, making it easy to follow who said what.

You can view and create annotations when previewing the document.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

See the Oracle Social Network help:

Documents View in Conversations and Walls

You can view a list of all documents and folders in a conversation or wall by clicking the Documents tab in the conversation or wall.

Documents View

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

See the Oracle Social Network help: Social Networking In> Oracle Applications Cloud > How do I view a document?

Recent Activity, Trending, and Contacts Panels

You can see the most recent messages in the Recent Activity section on the right side of the Social panel. It includes the following sections:

NOTE: If the Recent Activity section on the right doesnt appear, then your browser window is not wide enough. Expand the browser window to see it.

   

Recent Activity, Trending, and Contacts Panels

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

See the Oracle Social Network help: Social Networking In> Oracle Applications Cloud > How do I open the Social panel to view social activity?

Mark Items as Favorites

You can mark walls, conversations, or messages as favorites to quickly access items you refer to frequently.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

See the Oracle Social Network help: Social Networking In… > Oracle Applications Cloud > How do I mark a wall, conversation, or message as a favorite?

Real-Time User Preference in Conversations and Walls

A colored border appears around the users’ pictures to indicate people's presence—that is, whether they are online (a green full circle), online but inactive (a yellow three-quarter circle), or offline (a gray half-circle). Presence is shown for your contacts in the Contacts panel and in conversations and walls.

   

Presence Indicators

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

See the Oracle Social Network help: Social Networking In> Oracle Applications Cloud > How do I collaborate and socialize in the social network?

Start Web Conferences

You can start a web conference from a conversation or a wall.

Steps to Enable

No steps are required to enable this enhancement. However, your server must support web conferences and you must have a web conference account.

Key Resources

See the Oracle Social Network help:

Start Conversations with Groups

You can easily start a conversation with a whole group from the group’s wall.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

See the Oracle Social Network help: Social Networking In> Oracle Applications Cloud > How do I start a Conversation with a group?

Restore Deleted Messages

For a description of this enhancement, see Restore Deleted Messages.

Add Referring Items to Social Objects, Conversations, and Walls

Referring items are the Social Objects and collections that an item has been added to. You can add referring items to a Social Object, conversation, or wall to relate the item theyre working on back to its associated Social Object or group it with other similar items in a collection. Grouping items in this way makes it easier to find all associated content.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

See the Oracle Social Network help: Social Networking In… > Oracle Applications Cloud > How do I view or add referring items to a Conversation or wall?

Change Display Language of Conversations and Walls

You can change the language setting to display system messages in a conversation or wall in a language other than the default language. The language setting affects all members' views of the conversation or wall.

Any system messages posted after the language is changed appears in the new language. System messages that were posted before the language change, however, remain in the language that was in place when they were posted. Messages and files posted to the conversation or wall are unaffected; that is, they appear in the language that they were written in.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

See the Oracle Social Network help: Social Networking In> Oracle Applications Cloud > How do I change a Conversation or walls language?

View Items That a Group is a Member Of

You can view the conversations and walls a group is a member of by clicking the Member Of tab while viewing a group.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

See the Oracle Social Network help: Social Networking In> Oracle Applications Cloud > How do I see which conversations and walls a group is a member of?

Discard Conversations

If you created a conversation that you don't need or don't need to refer to anymore, you can delete it, but you must be the only member.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

See the Oracle Social Network help: Social Networking In> Oracle Applications Cloud > How do I delete a Conversation?

Rename Folders

You can rename a folder from the Documents tab.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

See the Oracle Social Network help: Social Networking In… > Oracle Applications Cloud > How do I rename a folder?

Social Object Visibility Settings

Social Object visibility settings affect the default setting for new Social Objects. Visibility settings also affect whether users can make Social Definition instances (Social Objects) public.

If you set the Social Object to be discoverable, then the Social Definition displays in the Social Objects drop-down list in the user interface, and users can make Social Objects public in the same way they would make a conversation public. Public Social Objects appear in search results and in the Available area on the Social Objects page. If the Social Object isnt discoverable, then users can’t see the Social Definition or any of its Social Objects unless it is shared with them.

The Default Visibility Setting specifies whether newly-created Social Objects are publicly available or members-only by default. After the Social Object is created, users can change this setting.

STEPS TO ENABLE

  1. Sign in to Oracle Social Network as an administrator.
  2. From the Administration UI, click Social Definitions.
  3. Select the Social Definition that you want to change. Its Properties page opens.
  4. Under Visibility, enable or disable Allow Public (Discoverable) Social Objects.
  5. Select a Default Visibility Setting.

KEY RESOURCES

See the Oracle Social Network help: Administration > Social Definitions > Editing Social Definition Properties

Global Email Notification Option

The Email Notifications setting allows you to globally enable or disable email notifications. When enabled, email notifications are sent to recipients, based on user settings.

Steps to Enable

  1. Log in to Oracle Social Network as an administrator.
  2. From the Administration UI, click General. The General page is displayed by default when you enter the Administration section of the user interface.
  3. Under Notifications, enable or disable Email Notifications.

KEY RESOURCES

See the Oracle Social Network help: Administration > General Properties > Editing General Properties

Desktop Client

Oracle Social Network Desktop provides easy access to Oracle Social Network from your computer desktop.

Support for Federated SSO

Oracle Social Network now supports sign in through federated SSO. Federated authentication support is required when you are using Oracle Social Network in Oracle Sales Cloud and you require user authentication using your own identity management provider. If you are using an on-premise authentication solution or a Cloud-based provider, then you must define URLs to be used at specific points during the automatic client authentication process.

Steps to Enable

With the standard authentication process, no special configuration is required. However, if you use a custom login page, then you must define properties for your sign-in URL, so that Oracle Social Network can send the client user to the correct destinations during the sign-in process.

Key Resources

For more information about managing federated authentication, see “Administering Oracle Social Network” in Oracle Cloud Using Oracle Social Network in the Oracle Help Center.

Option to Save Open Tabs on Exit

By default, your open tabs are saved when you exit Oracle Social Network Desktop. The next time you sign in, the Detail window opens, showing those saved tabs. You can change this option in your settings.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

See the Oracle Social Network help: Desktop > Configuring Your Settings > How do I prevent my previously opened tabs from showing up when I reconnect?

Find in Conversation

You can search a Conversation or wall for unread messages, flags assigned to you, or messages or documents that include specific text or that were posted by a particular person. The controls in the Posts header enable you to find and navigate the results.

   

Unread Messages controls

   

Flags controls

   

Text Search and Posted By controls

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

See the Oracle Social Network help:

Improved Filter and Sorting Options for Search Results

You can filter search results by result type (for example, conversations or documents). After filtering by a result type, additional filter and sort options become available.

To see additional filter options, click .

Additional Filter Options

To see additional sort options, click the options menu (click on the Search Results banner), then select Sort.

Additional Sort Options

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

See the Oracle Social Network help:

Cloud Document Adapter for Oracle Documents

Oracle Social Network now includes a cloud document adapter to integrate with Oracle Documents.

Steps to Enable

See the Oracle Social Network help:

Key Resources

Oracle Social Network help: Outlook > Using Documents/Folders > How add files to a Conversation or wall?

Context Menu for Search Results

You can right-click a search result to see actions associated with the result type.

Search Results Context Menu

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

See the Oracle Social Network help: Desktop > Using Hashtags/Search > How do I search?

Add Related Conversations to Offline Briefcase

When you add items to your offline briefcase, if the item includes related conversations, then youll be asked if you want to add the related conversations to your briefcase as well.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

See the Oracle Social Network help: Desktop > Working Offline > How do I add an item to my Offline Briefcase?

Restore Deleted Messages

When a user deletes a message, appears where the message used to be. To restore the deleted message, click.

NOTE: Only a service administrator, the person who posted the message, or the person who deleted the message can restore the deleted message.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

See the Oracle Social Network help:

Core Sales Force Automation

Core Sales Force Automation (SFA) enhancements are built to meet the essential needs of sales reps and sales managers, giving them access to customer and sales information from a tablet or smartphone. With Release 11, sales reps now have easy access to contract details, the ability to evaluate contacts and households with assessments, and the power to manage their own product promotions. The new deal calendar reduces duplication of effort by allowing sales reps to coordinate sales activities and view all recent and upcoming appointments for their accounts and opportunities. Enhanced forecasting capabilities and the addition of unit-based forecasting ensures forecast accuracy. Account and opportunity assignment is more accurate with the option to define accounts with multiple industry and organization classifications. Sales managers can reassign account territories and transfer mass records when sales reps leave the company or change jobs. Sales administrators can define and maintain products in Oracle Sales Cloud using simplified pages, import, or Web services.

Mass Record Transfer

When a sales rep changes jobs or leaves the company, all of her records must be transferred to a new owner. Oracle Sales Cloud, Release 11, provides an easy way to transfer multiple records from an existing owner to a new owner. From a centralized screen, sales managers can now transfer lead, opportunity, deal registration, and custom object records to a new owner.

You can transfer multiple records from an existing owner to a new owner.

Steps to Enable

This feature is automatically available to Sales Administrators. To enable sales managers and other roles to mass transfer opportunities, leads, or deal registrations, add the Run Mass Transfer Process policy to the duty role (for instance, Sales Manager) in APM. It is recommended that you first copy the seeded role and then add the policy to the new role.

Attachments

Control the display of the attachment component using a profile option. A new profile option, ZCA_ATTACHMENT_ENABLE_BASIC, is added that allows a display of two-column popup window showing type and filename/URL columns of the attachment. This is the default behavior. If the profile option is disabled, then the Attachments window now shows the following seven columns: Type, File Name or URL, Category, Title, Description, and Attached By Attached Date.

NOTE: The Category column is shown only when there are multiple categories. By default, it shows miscellaneous

To add additional categories use the existing Manage Attachment Categories setup page.

Steps to Enable

To enable this feature and show the seven columns, set the ZCA_ATTACHMENT_ENABLE_BASIC profile option to No.

Global Search and List Management

Quickly find your critical sales information using global search and use list management to create your own accounts, contacts, opportunities, or leads lists.

Global Search in Oracle Social Network

You can search everything in Oracle Social Network at once with a global search.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

See the Oracle Social Network help: Social Networking In> Oracle Applications Cloud > How do I search?

Find in Conversation

For a description of this enhancement, see Find in Conversation.

Improved Filter and Sorting Options for Search Results

For a description of this enhancement, see Improved Filter and Sorting Options for Search Results.

Context Menu for Search Results

For a description of this enhancement, see Context Menu for Search Results.

Filter Search Results by Posting User

You can filter search results by the person who posted the item. After performing a global search, enter a name in the Posted By box and select a user from the drop-down list.

Steps to Enable

No steps are required to enable this enhancement.

KEY RESOURCES

See the Oracle Social Network help: Getting Started > Everyday Tasks > How do I search?

Wildcard Characters

Sales reps can now use the percent sign (%) and an asterisk (*) interchangeably to find information from Oracle Sales Cloud global search.

Steps to Enable

No steps are required to enable this enhancement.

Accounts and Contacts

Build solid business relationships with a complete and accurate view of your accounts, contacts, and households. Release 11 provides greater efficiency and more customization options for Oracle Sales Clouds simplified pages. Sales managers can now assign account territories by changing the account owner field. Sales reps can highlight important accounts and contacts with favorites, assessment options, and an influence map. Options to customize overview pages and subtabs allow you to show the most important information to your sales team.

Territory Assignment Based on Account Owner

You can now use the account owner field to determine territory assignment for accounts. Territory assignment based on account owner can be particularly useful when a team member leaves the company or is reassigned to a different territory. In that case, the sales manager can reassign all of the sales reps accounts to a different owner, which triggers the reassignment of territories for those accounts to the territories of the new owner.

Sales managers can assign territories from one account owner to another.

Steps to Enable

To enable territory assignment using the account owner information, use your sales administrator credentials.

  1. Navigate to Setup and Maintenance.
  2. Search for the Manage Customer Center Assignment Objects task.
  3. Click the Accounts row.
  4. Click the Candidates tab.
  5. Click the Account Territory row.
  6. Click the Account Territory Mapping Sets tab.
  7. Create an attribute mapping that uses the account owner information.

NOTE: It is assumed that the Aux1, Aux2, and Aux3 dimension mappings are already set to inactive (the default setting).

Key Resources

For a demonstration of this enhancement, see the Accounts and Contacts Enhancements release training on the Customer Experience Release Readiness page.

Favorites

Sales reps can now quickly access the accounts they work on most frequently by marking them as favorites. Favorite accounts are easy to see in lists and easy to find using search and list management. Accounts can be designated as favorites directly in Oracle Sales Cloud or the accounts can be created and marked as favorites using Web services.

Under the Accounts list view, sales reps can set multiple accounts as favorites.

Steps to Enable

  1. Start Application Composer.
  2. Navigate to the Accounts standard object and select pages.
  3. Edit the fields in the summary table to select the favorite field.

Key Resources

For a demonstration of this enhancement, see the Accounts and Contacts Enhancements release training on the Customer Experience Release Readiness page.

Multiple Industry and Organization Classifications

Account classification is more flexible, providing greater accuracy for account qualification and territory assignment. You can now assign primary as well as nonprimary industry and organization type values to accounts. You can also load your own industry and organization classifications and use them to qualify your accounts. When an account is allocated multiple classification values, you have the option to use all of the values to determine territory-based assignment for accounts, and opportunities or leads with an associated account. You also have the option to use only the primary account classification.

You can load your own industry classifications and use them in addition to standard classifications.

Steps to Enable

To enable your own classifications to be used to qualify accounts:

  1. Start Application Composer.
  2. Navigate to the Accounts standard object and select pages.
  3. Edit the fields in the detailed layout to select the All Industries and All Organization Types fields.

To enable multiple values to be used in assignment processing:

  1. Navigate to Setup and Maintenance.
  2. Search for the Manage Customer Center Assignment Objectstask.
  3. Click the Accounts row.
  4. Click the Candidates tab.
  5. Click the Account Territory row.
  6. Click the Account Territory Mapping Sets tab.
  7. Select the appropriate mapping and select edit.
  8. Change the work object value to Account Industry (or Account Organization Type) and select the code assignment for the work object attribute lowvalue.
  9. Save and publish your changes.

Key Resources

Influence Map

New in Oracle Sales Clouds simplified pages, the Influence Map is a graphical view that shows how the contacts for an account are related to each other. Sales reps can also see a quick snapshot of information about each contact, including job title, buying role, influence level, and affinity. From the Influence Map, sales reps can manage reporting relationships and drill down to contact details.

From the Contacts subtab, you can click the Graphical View icon to see an interactive view of the organization hierarchy.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

For a demonstration of this enhancement, see the Accounts and Contacts Enhancements release training on the Customer Experience Release Readiness page.

Contact and Household Assessments

Your sales teams can now evaluate contacts and households using assessments. Assessments provide ratings and feedback and can be customized with business logic that prompts action thats based on the assessment rating. You can hide or display the Assessment subtab on the contact and household details pages. When the Assessment subtab is displayed, sales reps can create new assessments and edit or delete existing assessments.

You can use the assessment templates to evaluate contacts and households by answering a series
of questions.

Steps to Enable

The Contact and Household assessment subtab is hidden by default. To expose the subtab:

  1. Start Application Composer.
  2. Navigate to the contacts or household standard object and then select Pages.
  3. In the Detail Page Layout region, enable the Assessments subtab by clicking the Hide, Show, or Reorder Subtabs icon.

To create a new assessment template, do the following:

  1. Navigate to Setup and Maintenance.
  2. In the Manage Customer Center Assessment Template task, create a new template for contacts or household.

Key Resources

For a demonstration of this enhancement, see the Accounts and Contacts Enhancements release training on the Customer Experience Release Readiness page.

Contract Details

Sales reps and sales managers can view and manage contracts from their account, contact, and household details pages. The number of active contracts is easy to see in the Overview tab. Contract details are available from the Contracts subtab, which includes prebuilt lists showing active, in process, on hold, closed, and all contracts. You can also add a section to the account, contact, and household overview pages to show the number of contracts. That number links to details in the Contracts subtab.

Sales reps and sales managers can view and manage contracts from their account, contact, and household details pages.

Steps to Enable

The Active Contract infolet is hidden by default. To show the Active Contract infolet:

  1. Start Application Composer.
  2. Navigate to the accounts, contacts, or household standard object and then select Pages.
  3. In the Edit Overview subtab on the Detail Page Layout, configure the Active Contracts infolet to be displayed.

Key Resources

For a demonstration of this enhancement, see the Accounts and Contacts Enhancements release training on the Customer Experience Release Readiness page.

Configuration and Customization Options for Contacts

Customize the contact card view to give sales reps quick access to the contact information they use most often. The default fields on the contact cards include contact name, title, main phone number, and email address. You can now hide, show, and change the display order of standard or custom fields on the contact cards.

As an administrator, you can also hide or show the alphabet bar using Application Composer.

You can customize the Contacts card view.

Steps to Enable

  1. Start Application Composer.
  2. Navigate to the contacts standard object and then select Pages.
  3. In the Configure Card View, you can hide, show, and reorder any standard or custom fields.

Key Resources

For a demonstration of this enhancement, see the Accounts and Contacts Enhancements release training on the Customer Experience Release Readiness page.

Calendar and Activities

See all of your activities in one place and quickly add appointments, create tasks, and log calls related to your accounts, contacts, households, partners, leads, and opportunities.

Deal Calendar

The Deal Calendar enables sales teams to better coordinate sales activities by providing a quick view of all of the appointments for an opportunity or an account. Using the deal calendar, sales reps can do the following:

From the side panel, groups of users can be predefined and saved as a calendar view.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

For a demonstration of this enhancement, see the Core SFA Enhancements: Deal Calendar release training on the Customer Experience Release Readiness page.

Opportunities

Use Oracle Sales Cloud to track the full life cycle of an opportunity, from creation through every stage until it's closed.

Configurable Credit Recipients and Forecast Territories

You can now customize the logic used to assign sales credits and set the territories used for forecasting. The ability to configure this logic ensures that the right sales rep gets credit and that the forecast territory is synchronized with the credit recipient. The following are some example scenarios where you can use this feature:

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

To customize the standard Revenue Territory Assignment process, see Customizing Credit Recipients and Forecast Territories Assignment (Doc ID 2089301.1) on My Oracle Support.

Browse Sales Catalog

When adding products to opportunities, sales reps can now find relevant products by browsing through the product hierarchy. Search capabilities also allow sales reps to find products by keyword.

Steps to Enable

To enable the Browse Sales Catalog button on the Products table in the simplified UI, perform the following steps:

  1. In the Manage Opportunity Profile Options task in Setup and Maintenance, search for the Browse Sales Catalog in Opportunities Enabled profile option.
  2. Set the profile value to Y to enable Browse Sales Catalog button.

Sales Forecasting

View, manage, and submit forecasts from your desktop or mobile devices. Embedded analytics provide information that you can use to improve the accuracy of your forecasts.

Unit-Based Forecasting

Sales managers can now forecast product quantities in addition to revenue. Especially useful in the manufacturing industry, unit forecasting enables sales managers to view and adjust forecast line items by quantity. Sales managers can also view and adjust the total quantity forecasted by product and time.

You can view and adjust forecast line items by quantity.

Steps to Enable

If you enabled forecast adjustments by product (checked Enable Product Totals in the Select Forecasting Options setup task), then you can permit sales managers to adjust forecasts by editing the product quantity in addition to the revenue (quantity times price).

To enable the quantity adjustment, you edit the ORA_ZSF_SHOW_METRICS lookup type and enable the ORA_QUANTITY lookup code.

To enable forecast adjustment by product quantity:

  1. Navigate to the Setup and Maintenance work area and search for the Manage Standard Lookups task.
  2. Click the task name link in the search results.
  3. Search for the lookup type, ORA_ZSF_SHOW_METRICS, or the Meaning, Forecast metric options.
  4. Highlight the row containing this lookup type.
  5. In the Lookup Codes region, find the lookup code ORA_QUANTITY and select Enabled.
  6. Click Save and Close.

Quantity is now enabled for selection in the Show list on the Edit Forecast page on the Products tab.

Key Resources

For a demonstration of this enhancement, see the Sales Forecasting Enhancements:
Simplified User Interface r
elease training on the Customer Experience Release Readiness page.

Enhancements for Simplified Forecasting

Using Oracle Sales Cloud’s simplified pages, sales managers can do the following:

You can find past, current and future forecasts, perform ad hoc searches, and create and manage saved searches.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

For a demonstration of this enhancement, see the Sales Forecasting Enhancements:
Simplified User Interface r
elease training on the Customer Experience Release Readiness page.

Products and Promotions

Create a catalog of products for sales reps to select when entering opportunities and leads.

Simplified Product Definition

Manage your company’s products using Oracle Sales Cloud’s simplified pages. You can define your products and pricing manually within Oracle Sales Cloud, import products and pricing from external applications, or synchronize changes to product information from external applications using RESTful Web services.

You can create a product by entering basic information in a simple interface.

Steps to Enable

No steps are required to enable this enhancement.

Manage Promotions

Pricing administrators can now create, edit, and delete simple promotions, enabling sales reps to promote specific products for their accounts.

You can create promotions that offer structured preapproved discounts.

Steps to Enable

No steps are required to enable this enhancement.

Web Services for Products and Price Books

Standards-based RESTful Web service calls allow you to maintain product and price book data in Oracle Sales Cloud or other applications and synchronize changes in real-time. Oracle Sales Cloud supports operations to create, update, delete, and retrieve information about price books, products, and product attachments.

You can create one or more price books that include pricing information for products.

Steps to Enable

No steps are required to enable this enhancement.

Product and Price Book Import

You can import product and pricing information into Oracle Sales Cloud using Oracle’s familiar file-based data import tool.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

For more information on data import and export, see the following:

Partner Relationship Management

Oracle Sales Cloud streamlines partner relationship management (PRM) and indirect sales processes to increase the value of the partner network. With Release 11, Oracle Sales Cloud PRM provides powerful, user-friendly, configurable tools for critical channel management business processes, such as business planning, marketing development funds, and channel program management. Several new capabilities simplify the administration of the partner portal and promote higher partner adoption.

Deal Management App

For a description of this enhancement, see Deal Management App.

Channel Sales Manager Dashboard

For a description of this enhancement, see Channel Sales Manager Dashboard.

Business Plans and Objectives

Channel account managers can author partner business plans to record joint commitments between the brand owner and partners to achieve specific strategic goals. In collaboration with partners, channel account managers can finalize detailed, measurable objectives and get partner approval. Later, objective attainment can be recorded, making it possible to track and analyze how objectives were met. Partners have full visibility into their business plans, can participate in the approval process, and can create activities and Marketing Development Fund (MDF) requests related to their business plans.

Channel account managers can collaborate with channel partners to define strategic objectives.

Steps to Enable

No steps are required to enable this enhancement.

Marketing Development Funds (MDF)

Brand owners can now manage MDF budgets, requests, and claims. Channel operations managers can create and activate MDF budgets. As soon as a budget is activated, eligible partners can use the funds to implement strategic marketing initiatives. Using the partner portal, partners can create and submit requests for marketing funds, which go through an approval process.  When an MDF request is approved by the channel manager, the partner can perform the marketing activity. To be reimbursed for the marketing expenses incurred, partners submit one or several MDF claims against the approved MDF request. Approved claims are paid by the brand owner. Channel managers can register key payment information using MDF claim settlements.

Channel manager can track all MDF requests pending their approval.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

For a demonstration of this enhancement, see the Partner Relationship Management Enhancements: Marketing Development Funds release training on the Customer Experience Release Readiness page.

Partner Program Management

Brand owners can distinguish and reward channel partners for their loyalty and performance using tiers, partner programs, and program or tier benefits. Channel operations managers can create and manage partner programs with or without tiers. They can also maintain a library of benefits that can be offered to partners based on partner tier and program enrollment. Channel account managers can assign a tier to a partner and enroll the partner in programs that apply to the partner’s country of operation and tier. Any channel user can view the list of benefits enjoyed by the partner when the partner is enrolled in a particular program. Partner administrators who sign into the partner portal can see their companys tier and tier badge, signifying their level of achievement in the brand owner’s partner programs.

Channel account managers can offer benefits to partners based on partner tier and program enrollment.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

For a demonstration of this enhancement, see the Partner Relationship Management Enhancements: Partner Program Management release training on the Customer Experience Release Readiness page.

Partner Hierarchies and Distributor-Reseller Relationships

Channel managers can now capture and view comprehensive partner profile data and can manage complex partner hierarchies for large global or multi-site resellers. They can also manage relationships between resellers and distributors or other third-party relationships. In addition, channel managers can analyze indirect sales relationships and configure security access and business rules using partner hierarchies and relationships.

Channel managers can see key partner business metrics at global, domestic, and regional levels.

Steps to Enable

No steps are required to enable this enhancement.

Tips and Considerations

Key Resources

For a demonstration of this enhancement, see the Partner Relationship Management Enhancements: Partner Management release training on the Customer Experience Release Readiness page.

Partner Home Page Announcements

The configurable news and announcements section of the partner portal delivers critical information to partners, such as product launch details or announcements about upcoming seminars or recommended training. Partner sales reps see the announcements when they sign in. You can configure announcements to appear by country, partner type, level, or for a specific list of partners. Partner sales reps see only the announcements configured for their company.

You can configure the news and announcements section of the partner portal.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

For a demonstration of this enhancement, see the Partner Relationship Management Enhancements: Partner Management release training on the Customer Experience Release Readiness page.

Self-Service Registration for Partners

You can now offer a self-service registration process for prospective partners, which includes your branding, business process, and usability requirements. A new RESTful Web service API for the partner object makes it possible to build a registration page that integrates with Oracle Sales Cloud. A customizable approval workflow makes it possible for your channel sales team to review and approve registration requests. Alternatively, you can configure your own registration approval workflow to accommodate your unique and complex business requirements.

You can review and approve registration requests quickly using a customizable approval workflow.

Steps to Enable

No steps are required to enable this enhancement.

Tips and Considerations

By default, partner registration approval requests go to the channel operations manager. To meet your organization’s business requirements, you can change the notification process to send approval requests to someone else.

Key Resources

For a demonstration of this enhancement, see the Partner Relationship Management Enhancements: Partner Management release training on the Customer Experience Release Readiness page.

Partner User Impersonation

Using partner user impersonation capabilities, channel operations managers and channel account managers can sign in as a partner sales rep to resolve portal issues. The manager doesnt need explicit permission from the partner sales rep in order to investigate and troubleshoot issues with the partner portal. All information updates made during an impersonated session are recorded through the audit reporting framework. You can control which roles have the authority to impersonate a sales rep.

Channel operations managers and channel account managers can sign in as a partner sales rep
to resolve portal issues.

Steps to Enable

No steps are required to enable this enhancement.

Tips and Considerations

Key Resources

For a demonstration of this enhancement, see the Partner Relationship Management Enhancements: Partner Management release training on the Customer Experience Release Readiness page.

Accept or Reject Leads from Email

Partner sales reps can quickly accept or reject assigned leads directly from email. When a lead is distributed to a partner, the primary partner contact is assigned to the lead and receives an email with lead summary information. The partner sales rep can accept or reject the lead directly from the email, which will update the lead in Oracle Sales Cloud. Partner sales rep can also use the direct link provided in the email to view lead detail information and accept or reject the lead from the lead details page.

Partner sales reps can accept or reject assigned leads directly from email.

Steps to Enable

  1. Navigate to the Setup and Maintenance work area, Sales offering.
  2. Search for the Manage Administrator Profile Values task.
  3. In the Profile Option Display Name: Use Default Lead Notification Process field, set the profile value to Yes.

Tips and Considerations

By default, email is sent to the primary partner contact. You can change the notification process as follows:

  1. Setup is performed within the Customer Relationship Management module.
  2. Open the Business Process Management Worklist application.
  3. Click Administration and select the Task Configuration tab.
  4. Select the LeadNotificationTask.

Key Resources

For a demonstration of this enhancement, see the Partner Relationship Management Enhancements: Partner Management release training on the Customer Experience Release Readiness page.

Optimized User Experience

With Release 11, all Partner Relationship Management functionality, including program management, marketing development funds, partner portal, partner management, deal registration, and channel manager dashboard, is now available in Oracle Sales Clouds simplified pages. Consequently, the following features are no longer supported in the desktop pages; they are only available in the simplified pages:

Steps to Enable

No steps are required to enable this enhancement.

Contracts

Oracle Contracts provides a comprehensive solution for managing sales contracts. Release 11 provides greater flexibility in authoring, pricing, and signing contracts.

External Web Services for Contracts

Contracts Web services are now published and available for use outside of Oracle Sales Cloud. You can create, update, delete, and merge contracts or send contract details to other applications. This ability simplifies integration with external applications and makes it easier to model your end-to-end contract life cycle.

Steps to Enable

No steps are required to enable this enhancement.

Overriding the Electronic Signature Process

If electronic signatures are enabled for a contract type, then all contracts of that type go through an electronic signature process by default. You can override this default and make the signature process manual at the contract level. This flexibility allows you to accommodate specific cases, such as companies that don’t accept electronic signatures.

You can control whether a contract must be electronically signed.

STEPS TO ENABLE

No steps are required to enable this enhancement.

Key Resources

For a demonstration of this enhancement, see the Contracts Enhancements release training on the Customer Experience Release Readiness page.

Negotiate Pricing Adjustments for Product Groups

You can now define pricing adjustments on sales agreements by product group. To support this change, price book selection is now optional, allowing you to define pricing adjustments for a line item independent of product prices sourced from a price book.

You can negotiate pricing at a group level.

Steps to Enable

  1. Assign the Group line type to the contract type that you have defined for your sales agreements using the Contract Types task.
  2. If you prefer to set up your own line type, you can reference the seeded line type source Group, sell agreementand assign your line type to your contract type.

Key Resources

For a demonstration of this enhancement, see the Contracts Enhancements release training on the Customer Experience Release Readiness page.

Contract Flexfield Attributes Based on Contract Type

Contract flexfields make it easy for you to capture additional information when you create a contract. The attributes that you want to capture might vary by contract type. To make the authoring process more efficient, you can specify which attributes apply to the contract type and display only those fields in the additional information section of the contract.

You can capture all applicable attributes based on the type of contract that you select.

Steps to Enable

  1. Use the Manage Value Sets task to set up a value set based on the contract type name.
  2. Using the Manage Contract Descriptive Flexfields task, define the context segment to reference the contract type value set created in the previous step.
  3. Select Manage Contexts to set up the context sensitive values for the contract types. These are the attributes that you see in the Additional Information region when creating a contract of that type.
  4. Save your changes and return to the Manage Contract Descriptive Flexfields page to deploy the flexfield.
  5. Associate each context code with the matching contract type on the Edit Contract Type page.

Key Resources

For a demonstration of this enhancement, see the Contracts Enhancements release training on the Customer Experience Release Readiness page.

Sales Performance Management

Sales Performance Management (SPM) enables companies to improve sales effectiveness, streamline incentive compensation, and achieve targeted revenue goals. Release 11 offers improved payment tracking, enhanced compensation plan distribution, and a configurable paysheet approval process. Oracle Sales Clouds SPM solution now provides quota management compatibility for simplified territory management and improvements to territory synchronization.

Quotas

Define sales goals to align with top-down sales objectives based on revenue or product groups, set quotas, and track sales performance against these objectives.

Compatibility with Simplified Territory Management

Updates made directly to active territories using the simplified Territory Management UI or Web services are now compatible with Quota Management. If you enable the active territory updates feature, then any current or future sales quotas defined within a quota plan can be updated to reflect the latest territory definitions.

Steps to Enable

No steps are required to enable this enhancement.

Tips and Considerations

It is recommended that you schedule the Synchronize Quotas process to run on a regular basis.

Territories

Set up sales territory models efficiently and evaluate the effectiveness of your territories to increase sales performance.

Streamlined Synchronization Process

Geography setup changes are reflected in Territory Management immediately, you don’t need to run the Load and Activate process.

You have the option to exclude the Geography dimension from Load and Activate processing. If the Geography dimension is excluded, then Load and Activate will run significantly faster but the gaps and overlaps reports will be unavailable.

The territory management synchronization process doesn’t have to process geography records.

Steps to Enable

There are two parts to this feature, as follows:

Part 1: Territory Geography setup changes are reflected in Territory Management immediately. The setup changes are automatically available; you don’t need to explicitly enable them.

Part 2: You can exclude the Geography dimension from Load and Activate processing. Upgrading customers must deselect the Enable Territory Validations option on the Enable Dimensions and Metrics page to take advantage of this benefit. For new customers, no action is required.

Key Resources

For a demonstration of this enhancement, see the Territory Management Enhancements: Streamlined Synchronization Process release training on the Customer Experience Release Readiness page.

Planned Changes in Future Releases

See Oracle Sales Cloud Removal of Features (Doc ID 2061778.1) on My Oracle Support for information about changes to Territories in future releases.

Incentive Compensation

Incentive Compensation empowers organizations to streamline the introduction of new plan initiatives, provides productivity tools to reduce administrative costs, and presents relevant business insights to direct sales performance.

Mobile Commissions App

For a description of this enhancement, see Mobile Commissions App.

Compensation Plan Distribution Enhancements

The following incentive compensation plan design and plan acceptance features have been enhanced:

Mass Submission for Plan Document Approval and Acceptance

Compensation managers can create a plan document distribution request and submit it for processing. This mass submission process enables participant plans to be published for multiple participants for their approval and acceptance.

Compensation managers can do the following:

Submitting the request launches an ESS job for all of the participants included in the request. The ESS job creates the plan document and starts the approval workflow process.

Compensation managers can create a new request or edit an existing request.

To search for existing requests:

  1. Navigate to the Participant Assignments work area.
  2. Select the Manage Plan Document Distribution Requests task.
  3. Enter the name of an existing request.
  4. If the request has not been submitted already, drill down on the name to go to the edit page and edit the details.

Reviewable Published Plan Documents

Analysts can review published compensation plans in two work areas:

Contract Terms Assignment Validation

When a contract term is associated with a compensation plan, validations are included so that the compensation plan can have only one contract term associated with it at any time.

STEPS TO ENABLE

  1. Navigate to Setup and Maintenance > Manage Parameters.
  2. Set the attribute, Enable Plan Approval and Acceptance Workflow, to yes.

Custom Rollup Summarization

You can now enter your organization’s summarization logic in the setup UI and improve indirect crediting performance. This enhancement makes it possible to summarize rollup attainment at the individual level.

You can summarize rollup attainment at the individual level.

Steps to Enable

  1. Navigate to Setup and Maintenance > Manage Parameters.
  2. Set the attribute, Aggregate Transactions Based on Custom Criteria During Rollup, to yes.

Purge Test Data

When youve finished testing and want to start from the beginning with new transactions, credits, earnings, payments, and plans, you can purge data using a new process available in Enterprise Manager.

You can purge incentive compensation transactional data for selected business units.

Steps to Enable

This feature is available for users assigned to a security role with the Purge Transactional Test Data privilege and access to the Scheduled Processes navigator tool menu. Incentive Compensation provides these privileges to the Incentive Compensation Application Administrator job role.

By submitting the Purge Incentive Compensation Transactional Test Data process, incentive compensation transactional data, such as transactions, credits, earnings, and paysheets, are purged for the business units selected. This is useful during your implementation testing phase. It is important to note that purged data cannot be retrieved.

Oracle Sales Cloud for Outlook

Oracle Social Network Add-In for Outlook provides access to Oracle Social Network from within Microsoft Outlook.

Support for Federated SSO

For a description of this enhancement, see Support for Federated SSO.

Invite Contacts from Your Outlook Address Book

If extended collaboration is enabled, you can invite people from your Outlook address book to join Oracle Social Network. You can invite a person by opening the contact, then clicking Invite from the Oracle Social Network actions in the Outlook ribbon. An email is sent to the contact inviting them to join Oracle Social Network.

Invite people from your Outlook address book to join Oracle Social Network.

Steps to Enable

To enable extended collaboration:

  1. Sign in to Oracle Social Network as an administrator.
  2. From the Administration UI, click Extended Collaboration.
  3. Enable the Invitations option.
  4. Edit the Employee Whitelist or Outside Users Whitelist as needed to specify email domains where users can be invited from.
  5. Add your company's "base" domains into the Employee Whitelist field.

For example, if you sign in to Oracle Social Network as lia.kuang@example.com, put example.com in the Employee Whitelist field. If you skip this step, you wont be able to sign in to Oracle Social Network after saving your change and signing out.

Key Resources

See the Oracle Social Network help:

Find in Conversation

For a description of this enhancement, see Find in Conversation.

Improved Filter and Sorting Options for Search Results

For a description of this enhancement, see Improved Filter and Sorting Options for Search Results.

Cloud Document Adapter for Oracle Documents

For a description of this enhancement, see Cloud Document Adapter for Oracle Documents.

View Details for Underlying Social Objects

A Social Object might include a link back to the associated record in the source system, such as customer relationship management. If available, then you can open the source record by clicking View Details in the Options menu (clickon the Social Object banner) or at the bottom of the list of the Social Object's attributes.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

See the Oracle Social Network help: Outlook > Using Social Objects > How do I view the details of a Social Object?

Offline Panel

You can view a list of the conversations you’ve downloaded for offline use by clickingon the navigation bar.

Offline Panel

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

See the Oracle Social Network help: Outlook > Working Offline

Option to Automatically Publish Offline Changes

You can set your offline preferences to automatically publish changes you make to offline items. The changes are posted when you connect to your account.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

See the Oracle Social Network help: Outlook > Configuring Your Settings > How do I set offline preferences?

Restore Deleted Messages

For a description of this enhancement, see Restore Deleted Messages.

Customer Data Management

Oracle Sales Cloud Customer Data Management allows organizations to consolidate and maintain a best version customer profile that sales reps and sales managers can trust. Release 11 provides support for tokenization of personal attributes with Blue Coat Cloud data protection. Additional capabilities using Oracles Data as a Service provide social media enrichment for accounts and contacts.

Social Data Enrichment

The Data as a Service (DaaS) Integration with Oracle Sales Cloud now enables sales teams to further enrich accounts and contacts with social media attributes and icons. Sales reps and sales managers can choose from 127 social attributes or handles. Some of the most popular social media handles include LinkedIn, Facebook, Google, Twitter, Klout, and YouTube. The data is continuously updated in partnership with Dun & Bradstreet.

Steps to Enable

To use the new DaaS attributes, you must map them to custom attributes for accounts and contacts. Perform the following steps:

  1. Navigate to the Setup and Maintenance work area.
  2. Select the Sales offering.
  3. Click Setup.
  4. Enter %data%cloud% in the Search Tasks field.
  5. In the Task list, select Manage Social Data and Insight Cloud Attribute Mapping and Preferences.
  6. Select the Attribute Mappings tab.
  7. Find the new social attributes from DaaS and map them to accounts or contacts as appropriate.

Blue Coat Cloud Data Protection

Oracle Sales Clouds integration with Blue Coat provides additional data protection for personally identifiable information as part of Oracle customers’ corporate and legal compliance requirements. With a hybrid cloud model using tokenization, confidential and sensitive data remains stored in a token vault, a local database behind the firewall on the customer’s site. The data never enters Oracle Sales Cloud. Even though the data is tokenized, sales reps and sales managers can still search, sort, and run reports in Oracle Sales Cloud. The token generation and protection processes are transparent to sales reps and sales managers. No additional sign-ins or special processes are required.

An unauthorized user sees an obfuscated character set for sensitive data when bypassing the BlueCoat proxy.

Steps to Enable

  1. Set up policies to mark selected attributes as protected.
  2. Choose the tokenization scheme for sensitive data.
  3. Define the sorting option for search results, for instance, sort on the first three characters of the clear value.

Tips and Considerations

Key Resources

For more information on setting up Oracle Sales Cloud to use data tokenization, see Implementing Oracle Sales Cloud with Blue Coat Cloud Data Protection (Doc ID 2097722.1) on My Oracle Support.

Industry Solutions

Oracle Sales Clouds industry solutions use the comprehensive Oracle product portfolio to address distinct industry-specific requirements. Currently available preconfigured industry solutions include: High Tech and Manufacturing, Financial Services, Consumer Goods, and Communications. Release 11 further demonstrates Oracles continued investment in industry solutions. New capabilities include bid management for the High Tech and Manufacturing industry, enhanced needs analysis and more financial profile information for the Financial Services industry, a new retail execution tablet app and trade fund management for the Consumer Goods industry, and sales coach for contract renewals for the Communications industry. The addition of a configurable sales home page for each industry solution provides quick insights into Key Performance Indicators (KPIs) that are specific to each industry.

High Tech and Manufacturing

Oracle Sales Cloud for High Tech and Manufacturing provides structured selling capabilities that show your sales reps what they need to know and what they need to do to plan and execute each opportunity methodically. Sales reps can keep track of sales goals and strategy throughout the year.

Bid Management

Streamline manufacturing sales execution by enabling partners to submit bids and resell manufacturersproducts. Using the new bid management capabilities, channel account managers and partner sales reps can do the following:

Channel account managers and partner sales reps can create and update project opportunities and associate one or more bid opportunities with each project.

Steps to Enable

By default, project and bid opportunities are enabled for channel account managers and sales reps but not for partner sales reps. You can enable these opportunities for partner sales reps as desired.

To use the new bid opportunity and project opportunity page layouts, follow the setup instructions in Oracle Sales Cloud Getting Started with High Tech and Manufacturing Implementation in the Oracle Help Center. See these chapters in particular: “Enabling Page Layouts for Roles,” “Configuring Analytics,” and “Configuring Sales Methodology.”

There are three basic steps:

  1. Make a copy of the new bid opportunity layout and the new project opportunity layout.
  2. Place the complete groovy script that has been provided for you in the advanced expressions column of the page setup form.
  3. Associate job roles with each layout. You can use the recommended job roles or use your own.

Tips and Considerations

If you don’t define sales process and stages for Bid and Project Opportunities, then the Sales Coach section for the Opportunity summary page will be blank.

Key Resources

Configurable Sales Home Page for High Tech and Manufacturing

The configurable sales home page provides prebuilt KPIs that focus on channel sales. The prebuilt home page for High Tech and Manufacturing also includes three reports:

Prebuilt KPIs and reports focus on channel sales.

Steps to Enable

Perform the following steps to make the new infolets and reports available to your users.

The new sales infolets page should already be enabled in your environment. If it is enabled, you’ll see two dots on the springboard. The dot on the left displays the standard springboard with the full complement of object icons and folders. The dot on the right displays the new sales infolets page. If you dont see the dot on the right, follow the instructions in the implementation guide to enable it. You’ll need to do this only once.

To make the two infolets available on the new sales infolets page:

  1. Associate each infolet with specific job roles. It is recommended that you make them available for direct sales users but this is your decision.
  2. Add the infolets to the sales infolets page.

To display the reports:

  1. Make a copy of the reports.
  2. Associate the appropriate job roles with the reports.
  3. Place the reports on the sales infolets page.

For more information about setting up your implementation, see Oracle Sales Cloud Getting Started with High Tech and Manufacturing Implementation in the Oracle Help Center.

Key Resources

Financial Services

Oracle Sales Cloud for Financial Services provides a single 360° view of customer information and interactions that retail bankers can use to build a personalized relationship with each customer and offer financial products and services that best suit a customer’s unique needs. With an integrated Marketing Cloud solution, banks can automate the process of identifying, creating, and nurturing referrals to cross-sell products on any channel including social, mobile, and Web.

Financial Profile for Contacts

The contact details page includes the following financial profile information to help retail bankers review a candidate’s loan qualifications:

The Financial Profile provides a quick summary of the customer’s financial information.

Steps to Enable

  1. Sign in as a sales administrator and navigate to Application Composer.
  2. Create and activate a new sandbox.
  3. Navigate to the Common container and select the Contact object from the standard objects.
  4. Select Pages in the Contact object.
  5. Duplicate the prebuilt FINS Retail Layout in the Edit Contact section in the Simplified Pages subtab.
  6. Activate the new layout and assign it to Retail Banker Duty and Retail Banker Manager Duty.

NOTE: The layout can be assigned to any role that is entitled to view and edit the Financial Profile section in the Contact details page.

Key Resources

Enhanced Needs Analysis

For Release 11, the needs analysis flow has been enhanced and Oracle Policy Automation (OPA) has been upgraded. These improvements enable retail bankers to do the following when completing a needs analysis for a home purchase, refinancing, or home equity loan:

Updates from OPA display immediately in the Sales Cloud Edit Opportunity screen.

STEPS TO ENABLE

To set up summary OPA need analysis interviews, see the following:

Key Resources

Enhanced Pages for Retail Bankers

Oracle Sales Cloud’s pages have been enhanced to match the way retail bankers work. The following changes make it easier for retail bankers to find what they need:

New icons make it easier for retail bankers to find what they need.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

Oracle Policy Automation Integration

The OPA data connector has been enhanced to support seven standard objects: accounts, contacts, households, leads, opportunities, partners, and activities. Creating custom interviews for these objects gives banking institutions the ability to target interviews to their customer base.

You can create OPA interviews that read and update data in Oracle Sales Cloud.

STEPS TO ENABLE

To set up Oracle Policy Automation interviews, see the Oracle Sales Cloud for Financial Services release training on the Customer Experience Release Readiness page.

Key Resources

Consumer Goods

Oracle Sales Cloud for Consumer Goods is a comprehensive industry solution that includes retail execution and trade promotion management. The retail execution solution enables retail sales reps to execute in-store tasks using mobile and Web channels. The trade promotion management solution enables marketing managers and account managers to fulfill customers’ needs and achieve sales quotas using promotion programs and promotions. Executive Dashboards allow sales managers to monitor KPIs and manage the retail call calendar.

Retail Execution

Using the retail execution solution, account managers and sales managers can perform in-store retail activities such as auditing retail inventory, sharing promotion information, taking order information, and conducting surveys. Sales managers can manage call schedules and monitor their business and teams activities using sales dashboards.

Retail Execution Tablet App

For a description of this enhancement, see Retail Execution Tablet App.

Custom Store Visit Tasks

Retail sales administrators can now create custom store visit tasks for different appointment types. Once a store visit is complete, retail sales reps can review and mark custom tasks as complete.

You can develop a guided task list specific to the nature of the store visit.

Steps to Enable

Use Application Composer to create layouts for Store Visit Task and Store Visit Type objects. You must also import the seeded standard store visit tasks and types.

Activate the layouts by duplicating the corresponding prebuilt Consumer Goods layouts and assigning proper roles. You must also create the standard Store Visit Tasks and Store Visit Types by importing the CSV files that come with Customization Set Migration. For more details, see:

Key Resources

Store Visit Duration

The duration of store visits can now be tracked automatically when retail sales reps check in and check out of their store visits. Retail sales administrators can enable or disable calculations for store-visit duration for their company. This decision is based on the requirements of the business.

You can track the check-in time, check-out time, and store visit duration for each store visit.

Steps to Enable

Use Setup and Maintenance to create a custom profile option named TRACK_VISIT_DURATION and set its site value to Y. You must also create proper layouts for the Activity object.

You can either add the tracking fields to your existing Activity layouts or activate the corresponding prebuilt Consumer Goods Activity layouts. For more details, see:

Key Resources

Trade Promotion Management

With trade promotion management, marketing managers can set up, manage, and publish promotion programs. Account managers can set up and manage account-specific promotions.

Trade Funds

To cover their costs, marketing managers can use trade funds to manage and allocate funding for promotions. They can create trade funds and set total amounts for them. Account managers can then allocate funding from the trade funds to each promotion. The allocated amount cannot exceed the balance of the trade fund.

Marketing managers can view the funding allocation for each promotion.

Steps to Enable

Use Application Composer to create proper layouts for Trade Fund and Promotion objects. You must also set up the proper security rules on the Trade Fund and PromoTradeFund objects for the Account Manager role.

You can either update your existing Trade Fund and Promotion layouts or activate the corresponding prebuilt Consumer Goods layouts. You must also grant proper access permissions to Trade Fund and Promotion objects for the Account Manager role. For more details, see:

Key Resources

Multiple Fixed Tactics for Promotion

Account managers can now set multiple fixed tactics for promoted groups and promoted products on promotions. The fixed tactics include Merchandising, Advertising, Catalog, and Space.

Account managers can include multiple promotion tactics for the same product in one promotion.

Steps to Enable

Use Application Composer to update your existing promotion program and promotion layouts or activate the corresponding prebuilt Consumer Goods layouts. For more details, see:

Key Resources

Multiple Variable Tactics for Programs

Marketing managers and account managers can now set multiple variable tactics for promoted groups and promoted products on promotions. The discount effect is additive. If there are multiple off-invoice discounts for the same promoted product, then the order price is calculated after incorporating multiple discounts.

Account managers can create multiple variable promotion tactics for each promotion group or promotion product.

Steps to Enable

Use Application Composer to update your existing program and promotion layouts or activate the corresponding prebuilt Consumer Goods layouts. For more details, see:

Key Resources

Per-Account Sales Target

To track storessales performance, account managers and sales managers can set up monthly sales targets for each account. Sales reps can then view and measure their accountssales and compare sales with their respective sales targets.

Managers can set monthly sales targets for each account.

Steps to Enable

Use Application Composer to create proper layouts for the Account object. You must also set up the proper security rules on the Sales Target object for the Account Manager role.

You can either add the Sales Targets subtab to your existing Account layout or activate the corresponding prebuilt Consumer Goods Account layout. To enable sales target reporting for Account Manager, you must also grant proper access permissions on the Sales Target object for the Account Manager role. For more details, see:

Key Resources

Price Book

Sales administrators can now set up account-specific product list prices by configuring a price book. The account and sales managers can then associate the price with their respective accounts. This association enables the sales reps to view account-specific product prices during their store visits and create sales orders.

You can create Price Books to set prices for included products.

Steps to Enable

Use Application Composer to enable the Price Book field in the account object layouts.

You can either add the Price Book field to your existing Account layouts or activate the corresponding prebuilt Consumer Goods Account layouts. To activate layouts, create user layouts by duplicating the prebuilt Consumer Goods layouts and assigning the proper roles and expressions. For more details, see:

Key Resources

Promotion Evaluation

Account managers can evaluate the effectiveness of promotions by reviewing the following key metrics associated with promotion strategy and tactics:

Account managers can enter base sales, incremental lift percentage, and margin percentage for each promotion product.

Steps to Enable

Use Application Composer to update your existing Promotion layouts or activate the corresponding prebuilt Consumer Goods layouts. For more details, see:

Key Resources

Configurable Sales Home Page for Trade Promotion Management

The configurable sales home page provides six prebuilt Key Performance Indicators (KPIs) that help sales teams track sales performance and take appropriate action. Sales reps and sales managers can click the following summary boxes to access detailed information:

Sales teams can track sales performance and take appropriate action.

Steps to Enable

Use Page Composer to hide all base prebuilt infolets and add Consumer Goods prebuilt infolets for both the Sales Manager and Sales Representative roles.

Create a sandbox before you use the Customize Work Area pages to set up the configurable dashboards in the proper job role layers. Hide all base prebuilt infolets and create new infolets using prebuilt Consumer Goods reports. For more details, see:

Key Resources

Communications

The Oracle Sales Cloud for Communications industry solution is a comprehensive and integrated solution for communications companies. It increases sales force adoption with a simple, easy-to-use interface tailored to sales reps and sales executives. The solution includes streamlined configure, price, and quote capabilities; guided processes; enriched customer information; and preintegration with Oracle CPQ Cloud, Oracle Service Cloud, Siebel Contract Management, Siebel Service, and Oracle Billing Insight.

Configurable Sales Home Page for Communications

The configurable sales home page contains prebuilt KPIs that focus on the most important deals and highlight trouble spots. The prebuilt sales rep home page for Communications includes the following KPIs:

The configurable sales home page for Communications contains prebuilt KPIs.

Steps to Enable

For instructions on how to add infolets to the home page, see ““Adding Specific Infolets on the Home Page” in Oracle Sales Cloud Getting Started with Communications Implementation in the Oracle Help Center.

Key Resources

For a demonstration of this enhancement, see the Oracle Sales Cloud for Communications B2B Contract Renewal release training on the Customer Experience Release Readiness page.

Sales Coach for Contract Renewals

Use Sales Coach to guide your sales reps through the contract renewal process using the simple task list with links to approved collateral. Sales Coach is accessible directly from the Opportunity overview page.

Sales Coach displays the sales process steps to guide your sales reps through the contract renewal process.

Steps to Enable

For instructions on how to configure Sales Coach, see “Importing Sales Methods to Configure Sales Coach in Oracle Sales Cloud” in Oracle Sales Cloud Getting Started with Communications Implementation in the Oracle Help Center.

Key Resources

For a demonstration of this enhancement, see the Oracle Sales Cloud for Communications B2B Contract Renewal release training on the Customer Experience Release Readiness page.

Enhanced Pages for Communications Sales Reps

Oracle Sales Cloud’s pages have been enhanced to reflect the way that sales reps for the communications industry work. The following changes make it easier for sales reps to find what they need:

Subtabs for Quotes, Contracts, and Trouble Tickets have been replaced with an Actions menu.

Steps to Enable

For instructions on how to set up the Oracle Sales Cloud for the Communications industry solution, see Enabling Industry Layer Layoutsin Oracle Sales Cloud Getting Started with Communications Implementation in the Oracle Help Center.

Siebel CRM Product Synchronization

You must import items from Siebel CRM into Oracle Sales Cloud to generate opportunity revenue line items and quote line items. Oracle Sales Cloud for Communication