This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Module | Feature | Notes |
|---|---|---|---|
| 14 NOV 2022 | Search | My Smart List Saved Searches Renamed to My List |
Removed feature from update 22D. |
| 14 SEP 2022 | Created initial document. |
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Support Purged Worker Sync Using the Maintain Party and Location Current Record Information Scheduled Process
Use the Maintain Party and Location Current Record Information scheduled process to sync purged worker type records in Human Capital Management to Customer Data Management person party records.
Purge Inactive Sales Households
Purge household data from your test and production instances, rather than retaining the information in an inactive state. You can purge these records to adhere to data protection regulations and as part of housekeeping activities. You can purge records based on filter criteria that you specify.
Manage and Use Custom Territory Attributes for Territory-Based Assignments
Sales operations teams can assign territories using custom territory attributes. For example, organizations might want to track revenue by different groups of sales representatives within their territories. One group might focus on new customers, while another group focuses on renewal of current subscriptions. Using the custom attribute territory feature, you can separately track revenue for both groups of sales representatives. This means that records are matched with the revenue based on a new territory or a renewal territory.
Expand Scheduling Options for Routines
You can now schedule routines to run hourly. Hourly routines are limited to 250 records per run. This option is available to all administrators with access to routines.
The Routines dashboard now has an option to run on demand. Use this option to run a routine immediately when you need to view the results or to re-run a routine after correcting errors.
Create Quote from an Opportunity Automatically
You can enable the automatic creation of a quote in Oracle Configure, Price, and Quote (Oracle CPQ) from an opportunity by using rules so that salespeople can access the quote directly without having to manually create it.
View and Search Dynamic Choice List Field Values Based on Resource Object
You can view, search, and add filters on all dynamic choice list fields for the Resource object using Adaptive Search. A dynamic choice list is a field that contains a list of values that are populated from the actual data of another object. This feature lets you use resource-based filters to return a set of search records that best suits your requirements.
Click Refresh Icon in Workspace to View Latest Search Results
Users can now simply click the new Refresh icon in Workspace to get the latest data in Workspace, without having to reload their browser page. This improves the user's experience while working with Workspace.
Use Domestic and Global Ultimate Oracle DataFox Identifiers in Account Import
Use additional account hierarchy information, such as top hierarchy account, and identifiers from Oracle DataFox, such as domestic ultimate and global ultimate identifier, in Account Import Management.
Use Hierarchy-Related Top Account and Oracle DataFox Identifiers in Accounts REST API
Use additional account hierarchy information, such as top hierarchy account, and identifiers from Oracle DataFox, such as domestic ultimate and global ultimate identifier, in the Accounts REST API.
Account and Contact Enrichment
Use Consistent Attribute Mapping When Enriching Accounts and Contacts Through Different Applications
Use a single, consistent attribute mapping for all CX Sales enrichment processes. The attributes get enriched during smart data, real-time, or batch enrichment and sync operations. You can manage the single mapping using the Manage Oracle Data as a Service Attribute Mapping and Preferences task for all enrichment processes in CX Sales.
Assign a Customer Profile Quality Score to Account Records Based on Configurable Scoring Logic
Configure a score based on the completeness and attribute values of a customer profile. You can then use a batch process to assign and maintain the score as an attribute of the account profile.