Update 21D

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Overview

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Sales Automation Core Common

CRM Common Components

Validate Migration Sets to Check for Missing Roles in Target

You can now validate migration sets during the import process to check and report on missing roles in the target environment. Based on the validation results, you can choose to proceed with the import as-is or take corrective actions before importing.

Enable or Disable Mass Update by Object and Specify Fields to be Updated at Once

You can specify which objects you want to enable or disable in the mass update feature in Workspace. You can also select specific fields to make available for mass update within each of the objects you enable. For example, with just a few clicks, you can select the sales stage field on the Opportunity object to update opportunity sales stage records at the same time. Or, users might want to update rank and deal size on several leads at once. The mass update feature improves efficiency by reducing the number of clicks when the same update needs to be done on multiple fields within objects.

Navigate to an Object-Based Workspace Page from Your Sales Springboard

Salespeople can navigate directly to a Workspace page that contains the object they selected from their Sales springboard. On the springboard, salespeople simply click a sales icon to open a Workspace page for that specific sales object. This new navigation feature helps improve both user experience and the search experience.

Allow Partial Publish in Adaptive Search

You can now choose to publish a selected set of objects in Adaptive Search without building the full index. For example, you want to modify the configuration of a few already indexed objects in Adaptive Search. You can select only the modified objects to get re-indexed without rebuilding the whole index from scratch. This saves processing time and helps speed up the indexing process.

Accounts, Contacts, and Households

Use Additional Information Related to Hierarchy and Associated Contacts in Accounts REST API

Use additional information about hierarchy and account contacts in the Accounts REST API. The Accounts REST API is enhanced with new attributes at the header and account contact child level to show additional information related to account, account hierarchy, primary contact, and other associated contacts.

Configure, Verify, and Build Similar Accounts Machine Learning Model Through New Admin UI

Configure, verify, and build the Similar Accounts analysis based on the Sales machine learning model, using the new admin interface.

This feature provides new capabilities for sales administrators and data stewards to customize the machine learning model for finding account similarity, also known as the "Similar Accounts" feature in CX Sales, without moving the data. Similar Accounts is a new feature to find out similar companies or accounts for a given account based on preselected key attributes and it can be enabled by administrators from a new user interface. The machine learning model training, testing, and deployment flow is enabled by Oracle Machine Learning service available within the CX Sales database. The new user interface also allows administrators to configure Similar Accounts by bringing their own attributes to adjust the machine learning model. For example: Similar Accounts by location or technology based attributes, revenue, product category or territory.

Improve Quality of Account Smart Data Using DataFox

Provide a modern sales experience by leveraging smart integration with Oracle DataFox to auto-suggest matching accounts and auto-retrieve company details when creating accounts. This feature improves the user experience by minimizing the number of clicks and keystroke needed during account entry. It also improves data quality by retrieving up-to-date validated account data from Oracle DataFox in real time.

File-Based Data Import / Export

Export Inactive Accounts, Contacts, Households, Organizations, and Persons

You can now export inactive accounts, contacts, households, organizations, and persons using export management.

Cancel Feature in Export Management

You can now cancel any long running and stalled exports in export management.

Security

Use Access Explorer to Troubleshoot a User's Access Group Permissions

Use the Access Explorer to view the data access users receive from their access group membership as well as from the roles they're assigned. You can also view the access group rules and groups that provide access to a specific object record and identify whether or not a user is assigned those rules. If users don't have the record access they require, you can drill down to a specific rule or group from the Explore page and make the necessary changes. Complete integrated support for access groups in Access Explorer lets you easily troubleshoot user access issues.

Access Object Records Secured Using Access Groups in Near Real-Time

You can access data that's secured using access groups in near real-time for an expanded set of objects. When an object record is created or updated, you can access the new or updated records immediately. You no longer have to run the Perform Object Sharing Rule Assignment Processing scheduled process before you get access to the records.

With this update, near real-time processing is now supported for these objects:

• Account
• Activity
• Campaign
• Contact
• Deal Registration
• MDF Budget
• MDF Claim
• MDF Request
• Partner
• Program Enrollments
• Custom objects

Run the Object Sharing Rules Process for Rule Changes Since the Last Update

You can run the Perform Object Sharing Rule Assignment Processing scheduled process for only those records that have changed since the process was last run. This feature ensures access group members have up-to-date access to object records with the minimum processing time.

Simplified Setup

Enhance Setup Assistant to Enable Adaptive Search During Onboarding

Setup Assistant can now be used to enable Adaptive Search for the objects you use in your business, so salespeople can start using Workspace right away, without additional setup.

Customer Data Management

Data Quality

Select Customer Identifying URLs During Duplicate Identification

Ensure that only website contact point URLs that identify the customer are used for duplicate identification. You can do so by filtering non-identifying URLs out of the duplicate identification processes such as cluster key generation and candidate scoring.

Address, Email, and Phone Verification

Use Organization and Person REST Resources to Access Contact Point Validation Status

Use Organization and Person REST API resources to access contact point validation status and find out whether phone numbers and email address contact points have been validated.

Verify Email and Phone Records in Bulk using Email Verification and Phone Verification API

Verify email and phone records in bulk using the email verification and phone verification API. The API is specifically for verifying large number of records. You can use the API to batch verify email and phone records.

Customer Hub

Adopt Latest Industry Guidelines for Customer Data Management Terminology

Replace references to merge survivor records with the term master records, and replace references to merge victim records with the term non-master records to more accurately convey the meaning of merges.

Use Import Management to Update Source System Reference Values

Use Import Management to update existing source system reference values. You must use the hubSourceSystemReferences import object to update active source system reference records.

Use REST API to Update Source System Reference Values

Update the source system reference values on active source system reference records through the hubSourceSystemReferences REST resource. You can now use the PATCH method on the hubSourceSystemReferences resource to directly modify the source system reference value attribute.

Account and Contact Enrichment

Enhanced Account Smart Data Search and Sort API

The Company Find API has been enhanced to provide better results for typeahead-style search. The API now gives higher relevance to records that match company name or trade style name and also sorts them based on a score assigned to revenue and number of employees.