Update 23B

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

Trading Community Architecture

CRM Common Components

Update Opportunity Status Based on Quote Status

The status of an opportunity can now be updated automatically based on changes to the status of the active quote in Oracle CPQ associated with the opportunity.

Identify Sales Restricted Users Using Privileges

Identify users of the Sales Restricted User job role using new privileges. The privileges are Identify User As Sales Restricted User Limited and Identify User As Sales Restricted User Essential. They are used for usage reporting purposes.

Manage Message Templates

Use message templates to provide teams with standard content they can customize and send to leads, opportunities and account contacts. Message templates are available for use in Next Gen Sales.

Create Routines for Event Triggers and Select Child Objects

You can now create routines for the lead contact, opportunity contact, opportunity revenue and interaction references and include parent attributes in the rules. Delete is also available as a quick action to delete routines that are no longer needed. When a routine is deleted, the routine definition and history are permanently deleted. In addition, if you're using Next Gen Sales you can trigger a routine to run when an event occurs, such as when a record is created, updated, or deleted.

Support Search Functionality on Foldout Subviews

This feature will allow reps to search for information in the context of a Subview for the Top level objects like Account, Contact Opportunity, Lead.

Orchestration Guidance Foldout Panel for displaying orchestration guidance steps , actions and current objectives.

This feature will use the Orchestration Foldout Panel to display orchestration guidance steps, the Orchestration Action, and the Objectives corresponding to the Current stage of the opportunity. This feature will also allow Sales reps to see next steps automatically without having to manually refresh the Page

Search

Use Dynamic Dates in Workspace Date Filters

Now you can add date filters using dynamic dates in Workspace. For example, you can add a filter on opportunities where close date is in the next 7 days. This helps in creating more useful saved searches based on rolling dates. 

Customer Center

Empower Users to Interactively Drill Into and Explore Sales Account Relationships and Hierarchies

As a Sales representative, you can now select an Account relationship context that aligns with your interests and objectives and browse child and parent accounts in a tabular format. This new capability helps you to quickly view, compare, and consume knowledge for all related Accounts.

Enable users to inspect and interact with a new extensible hierarchy viewer

The new Account hierarchy sub-view page enables the salespersons to browse and interact with parent and child Accounts to learn more about the Accounts structure. This view provides an opportunity for the salesperson to find other related Accounts within the same, familiar organization structure to sell into other branches.

CX Foundation

Compose emails using Email templates

Users can compose and send emails with pre-defined email templates.

Store sensitive data with Private Notes

Sales users can create private notes to log sensitive updates and other sensitive information on a record.

Customer Data Management

Data Quality

Use Enhanced Interface for Defining Configurable Scoring Logic for Calculating Profile Quality Score

Configure a score based on the completeness and attribute values of a customer profile using additional attribute operator.