Update 22C

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

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Sales Automation Core Common

CX Foundation

Support Delete and Restore of Predefined Data

Support delete and restore options for predefined data, such as a custom resource role and relationship type. This feature helps you to temporarily hide certain listed data and also re-instate them back later, if needed.

CRM Common Components

Use Date Variables in Routine Actions

Routines let you specify date variables to calculate the date based on the routine run date plus or minus a specific number of days in integer format. For example, for the Update Field and Create Task actions, you can create a task or update a field with a due date of the routine run date plus 7 days. This means that if all routines rules are met, the routine will continue to process and update records 7 days past the specified due date.

Use Additional Fields for Mass Update in Workspace

You can now mass update additional fields on multiple records. These additional fields include choice list fields based on objects that aren't available in Adaptive Search. This makes the mass update feature more usable and complete.

Select both Date and Time to Filter Date-Time Fields in Workspace and Work Areas Supported by Adaptive Search

You can now select both date and time filters on specific date and time fields to narrow down your list of search results. This saves you time because you can conduct more focused searches.

View Near Real-Time Smart List Saved Searches in Workspace

View near real-time smart list saved searches in the Workspace. The user context engine now provides near real-time user context, and in turn drives smart lists to display the most relevant and contextual records.

Receive Email Notifications for Publish Jobs

You can receive email notifications about the status of completed Publish jobs for Adaptive Search. For example, you're notified about the successful completion of published processes, or receive an alert of failed processes that might be causing issues with data access. This helps administrators to better manage the Adaptive Search publishing process.

Accounts, Contacts, and Households

Use Auditing to See Who Deleted Household Records and When

Track deleted household object records using the audit reporting tool.

Undo Enrichment of a DataFox-Enriched Account

The enrichment process ensures that the account data powering your Sales application is clean, complete, and actionable. In a rare occurrence, when enriching a record, the matching process may match an incorrect record with the enrichment source. For example, a salesperson in charge of an account can accidentally enrich the account with that of the parent company located in the same address. In such a case, the salesperson needs to undo the enrichment and enrich the account with the correct company information. With the Undo Enrichment feature for DataFox, the salesperson can remove the previous enrichment and re-enrich the record so that the account in Sales is enriched with the correct company information.

Use New Task for Data Enrichment

As announced in the Release Readiness docs in Update 22B, we have removed the following two deprecated Functional Setup Manager tasks from the sales application: 

• Manage DataFox Data Enrichment Integration
• Manage Integration with Oracle Data as a Service 

Use the Manage Data Enrichment Integration task for configuring enrichment credentials.

Simplified Setup

Review the Status of Your Sales Setup

Customers starting a sales implementation can review the status of the required initial setup tasks by running a report from within the Setup Assistant. The report confirms which tasks have been completed and recommends actions for those that haven't. You can rerun the status check at any point. The setup check saves time by providing a quick snapshot of your setups in a single view, rather than requiring you to check each setup individually.

Import and Export Management

Save the Advanced Options in Import and Export Management

You can now save the import and export job advanced options for subsequent reuse on the Import and Export Management user interface.

Use Specific Alternate Keys to Link Objects on Data Import

You can use specific applicable alternate keys, such as Public Unique Identifier (PUID) or a combination of Original System and Original System Reference value, to uniquely identify and link objects based on pre-defined relationships on data import.

Customer Data Management

Customer Hub

Access the Data Quality Rules Configuration Task in the Common Tasks Category in Application Composer

Access the Data Quality Rules Configuration task in the Common Tasks category instead of the Advanced Configuration area in Application Composer. This change helps you have a simpler and cleaner navigation experience.

Use Merge Request Override to Manage Organization Tax ID Attribute

Use the Merge Request override option for organizations to manage an organization's Tax ID attribute. Data stewards can now manually override the configured Tax ID attribute survivorship logic while processing merge requests.

Use Survivorship Rules to Automatically Select the Master Record for Duplicate Resolution Links

Use your configured Survivorship Rules to automatically select the master record of Duplicate Resolution Link sets produced through the resolution request process. The same processing options and logic that have been available for Merge requests will now also be applied to Duplicate Resolution Link requests.