Update 23C

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

CRM Common Components

Hide the Snippet Field from the Edit Columns list in Workspace

The Snippet field displays part of the record that shows up as matched as a result of your search query. Often users don't require or use this field so you can now hide it so that it doesn't appear in the Edit Columns list in Workspace.

Enable User Context for Service Request

Administrators can now perform relevancy scoring calculation for Service Request. This allows for having relevancy based saved searches in Adaptive Search, which helps to view the list of most relevant items from Service Request object in Workspace, NextGen List and Mobile.

Transfer Message Templates to Production

Message templates can now be transferred to production so they can be used with supported processes, such as Orchestration.

Upload Attachments for Message Templates

Upload attachments to provide teams with recommended content for message templates used within Digital Sales. This allows teams to easily include product information with an email.

Assign Functional Privileges to Users of Sales Intelligence

You can assign new functional privileges to users who need to view sales intelligence features. You can use the new privileges to secure user access to:

• Sales recommendations
• Sales insights
• Similar accounts and
• Similar records as outcome of sales machine learning models

Migrate Saved Searches between environments using Saved Search Number

You can now migrate saved searches between your test and production pods using REST services. REST uses the saved search number to migrate a saved search from one environment to another without losing the reference to the saved search. Keeping the reference the same across environments allows other areas of your sales application such as the Sales Dashboard to be migrated without any reference changes.

Navigation Pattern enhancement to support drilling down to the Activity Stream from other parts of the sales application.

This feature will provide the framework support to allow sales reps to drill down into activities and communication in the activity stream from different parts of the sales application for example the My Activities List or from the bell Notifications. Sales reps will be able to drill down to the relevant activity in the activities stream from the Activity Foldout Panel using this feature. 

Security

Use Orchestration to Optimize Access Group Assignment

The Perform Object Sharing Rule Assignment Processing scheduled process now runs based on Oracle’s Sales Orchestration intelligence, in the form of an automatic scheduled process that runs every hour.

Orchestration triggers the assignment process based on some logical conditions. Here are the conditions that trigger the assignment process:

The object:

• Is enabled to use access groups
• Has at least 1 record in the transactional table
• Doesn’t have the assignment process currently running for it
• Doesn’t have a manual schedule set up for the assignment process that was created in the past 24 hours

The Orchestration process, named Evaluate Access Group Orchestration, only triggers the Perform Object Sharing Rule Assignment Processing scheduled process automatically if it meets these conditions.