Update 22A

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

This guide outlines the information you need to know about new or improved functionality in this update.

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Sales Automation Core Common

CX Foundation

Create Follow-Up Activities for External Appointments and Delete External Appointments

Create follow-up activities, such as the follow-up tasks, appointments, and call reports, for external appointments synced from Microsoft 365. You can now delete external appointments as well.

Update Supplied and Custom Fields on External Appointments

When you sync an external appointment from Microsoft 365, the appointment is read-only when viewed from the web application. Even though the appointment is external to the company, you may want salespeople to be able to edit fields -- such as the supplied fields like account, opportunity, and lead, or custom fields -- from the web application. As the administrator, you can enable the editing of appointment fields so that salespeople can edit both supplied and custom fields.

Keep in mind that meeting details, such as day, time, description, and location, will still be read-only, except in Outlook.

Get Reminded When a Task Is Due

Salespeople can now be reminded by email or get an alert in the Notifications area when their tasks are due. They simply configure the default reminder period in their user preferences. As an administrator, you can enable or disable the reminder notifications across the site and for individual users. You can specify whether to notify users via email, notifications, or both. You can also configure the default reminder period based on the task due date. For example, using a profile option, you can configure that a notification is sent three days before the task due date or when the task due date is reached.

CRM Common Components

Use Adaptive Search and Workspace for Accounts and Contacts with No Setup

Oracle now enables Adaptive Search and the Workspace for accounts and contacts for all customers, even those who haven’t enabled Adaptive Search themselves. Oracle automatically runs the Publish process behind the scenes to index accounts and contacts for Adaptive Search. All customers see the Workspace icon on the home page. Salespeople can use Workspace to manage accounts and contacts without additional setup.

View Group By Date Buckets Beyond Last and Next 6 Months

Grouping of search results from Workspace is now more flexible. When filtering search records using Group By on a date field, salespeople can now select Month to group data into monthly intervals without the previous six-month restriction. Salespeople can view data beyond six months by simply clicking Show More. This provides a more complete view of data divided by months.

View the Adaptive Search Publish Job Progress

You can now view the real-time progress of Adaptive Search indexing jobs. When you click Publish, a progress bar indicates how much of the indexing job has been processed and what percentage remains before completion. This feature gives you better visibility on the Publish job progress so that you can plan your operations accordingly.

Provide Enhancements to Quick and Advanced Subtabs for the Configure Adaptive Search Setup Tab

Adaptive Search configuration is now more intuitive and easier to set up. You can view and enable custom objects in Adaptive Search and Workspace from the Quick subtab of the Configure Adaptive Search Setup tab. In the Advanced subtab, you can view field names and their data types. The number of fields available for cross-object searches is increased to 15 fields and can be specified by selecting the Include in Object Reference column for each field.

Access Quick Actions from the Sales Tab

Salespeople can now quickly create sales records from just one page. Using the Sales tab on the home page, salespeople can use quick actions to create their opportunities, leads, contacts, and activities, including tasks, appointments, and call reports, from a single location.

Create Routines to Automate Repetitive Tasks

You can configure routines for business scenarios that help to improve the sales performance of your salespeople. For example, you might create a routine to alert users when opportunities are stuck and require attention to move them along the sales cycle. Routines can enforce data hygiene by discarding obsolete or outdated information, and they can reduce risk by providing timely and relevant reminders to focus on key customers.

Accounts, Contacts, and Households

Undo Enrichment for a CX Sales Account

Sometimes it's necessary to associate an account record with a new record through enrichment. Now you can undo the Oracle Account and Contact Enrichment by Dun & Bradstreet (formerly called Oracle Data as a Service or Oracle DaaS) enrichment that's been done for a Sales account record, so that you can re-create the association with Oracle Account and Contact Enrichment.

Use DataFox and D&B Together to Enrich Your Accounts

Enrich an account using Oracle DataFox and Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) simultaneously in real-time. You can use D&B to enrich some of the accounts fields and Oracle DataFox to enrich the others. But, for smart data, you need to use either DataFox or D&B.

Security

Dynamically Schedule Object Sharing Rules Processing for Access Group Rules

You no longer have to manually schedule the Perform Object Sharing Rule Assignment Processing job for each object to ensure access group object sharing rules are assigned at regular intervals. Provided an active rule exists for an object, the Perform Object Sharing Rule Assignment Processing process is dynamically scheduled to run for the object. How frequently the process runs varies depending on whether or not an object supports near real-time processing. You can disable dynamic scheduling, or change how frequently the process runs, using profile options.

Copy Object Sharing Rules from System and Custom Access Groups to Other Groups

You can easily copy all the predefined and custom object sharing rules assigned to an access group to other access groups. You can copy rules either to access groups you create, or to system access groups generated for custom job roles. You no longer have to manually assign rules to these types of access groups.

Import/Export Management

Track Import Job Completion Estimation

You can now track your import job completion estimation time. View the Manage Imports and Import Status pages to see the estimated time range within which an import job will be processed.

View and Save Only Your Export Maps

You can now view and save only your export maps, in addition to keeping them private.

Use Do Call For Primary Contact Points in High Volume Import for Contact Object

You can use the Do Call preference for primary work phone, primary mobile, primary home phone, primary email, and primary fax while importing contacts in high volume.

Import and Export Access Extension Rules for Access Groups

Use Import and Export Management to import and export access extension rules in your sales environment. Access extension rules let you extend the access defined for an object in an object sharing rule to a related object. You can import access extension rules previously exported from the same or another environment, or can use this functionality to update multiple access extension rules at a time.

APIs

Use Do Call and Primary Phone Identifiers in Contact REST API Header

You can use the Do Call preference and Contact Point identifier information for primary work phone, primary mobile, primary home phone, primary email, and primary fax at header level for the Contacts REST web service.

Use Export REST APIs to Reuse a Saved Export Map

You can now use Export REST APIs to reuse a saved export map using a unique identifier.

Search

Work Areas Powered by Adaptive Search Now Enabled Automatically for New Customers

New customers no longer have to opt in to get the high-performance Adaptive Search engine and other Workspace features for work areas tailored to many individual business objects. While the enhanced work areas are now available to new customers by default, existing customers must still opt in.

Customer Data Management

Data Quality

Use Simplified Setup for Duplicate Identification Options

Use the Manage Customer Data Management Options simplified setup page to review and configure the profile options used in duplicate identification.

Submit Resolution Request Dispatcher Jobs from the Duplicate Resolution Page

Submit resolution request dispatcher jobs directly from the Duplicate Resolution page. Previously, you had to go to the Run Request Dispatch Setup and Maintenance task to process resolution requests. Now you can click Dispatch on the Duplicate Resolution work area to set the status of pending resolution requests to new, as well as to send submitted resolution requests for processing.