Update 21C

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Product	Feature	Notes
1 OCT 2021	Common Sales	Update Your LinkedIn Integration	Added feature in Update 21C.
27 AUG 2021	Common Sales	Validate Contacts for Opportunity and Lead through Sales Insights	Document updated. Revised feature information.
27 AUG 2021	Intelligent Advisor	Configure First Day of Week for Calendar Controls	Added feature in Update 21C.
27 AUG 2021	Intelligent Advisor	Debug Logs for Deployments	Added feature in Update 21C.
27 AUG 2021	Intelligent Advisor	Refresh API Access Token	Added feature in Update 21C.
27 AUG 2021	Intelligent Advisor	Statistics REST API	Added feature in Update 21C.
27 AUG 2021	Intelligent Advisor	Test Decision Service Rules in a Browser	Added feature in Update 21C.
30 JULY 2021	Sales Analytics	Support Reporting on Activities and Their Related Activities	Published feature.
30 JULY 2021	Sales Assistant	Define Edit Layouts for Task, Appointment, and Call Report for Microsoft Teams	Updated feature information.
30 JULY 2021	Sales Assistant	Access Leads and Associated Object Relationships in Microsoft Teams via Oracle Sales Assistant	Updated feature information.
30 JULY 2021	CX Sales Mobile	View Analytics with Modern Visualizations	Added feature in Update 21C.
30 JULY 2021	Work Assignment	Enable High-Performance Processing for Access Group Rules	Updated feature information.
30 JULY 2021	REST APIs	Add New Fields in the Contact findDuplicates REST Response	Updated feature information.
30 JULY 2021	Import Management	View Import and Export Jobs Submitted Only by Youu	Updated feature information.
04 JUNE 2021			Created initial document.

Overview

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

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Engagement-Pre 21D

Customer Data Management

Review the Effects of Attribute Survivorship on Updates

Use the Organization and Person Profile History pages to review which field updates were accepted or rejected based on the application of attribute survivorship logic.

Enhance Employee to Person Party Synchronization

The Maintain Party and Location Current Record Information scheduled process has been enhanced. This scheduled process synchronizes any changes made to the employee record to the person party records. New parameters are added to manage the execution mode. Additional parameters are introduced to select a set of data based on the filter conditions for synchronization.

Make Historical Data Available to Attribute Survivorship Processing During Updates

Synchronize historical data with the attribute survivorship processing during update operation. This feature lets you build the attribute source change history for a newly configured attribute.

Reconfigure Address Cleansing Parameters Before Submitting an Address Cleansing Job

Fine-tune the address cleansing configuration parameters such as Minimum Verification Level and Minimum Verification Score prior to submitting an address cleansing job. As a data steward, you can now reconfigure the address cleansing configuration parameters for a specific address cleansing job by overriding the address cleansing parameter settings for the application.

Use D&B Attribute Mapping for Account and Contact Batch Enrichment

Use Account and Contact Enrichment by D&B attribute mapping for batch enrichment of account and contact data in Customer Data Management. Also, you can now map predefined Account and Contact Enrichment by D&B attributes to all attributes available from Dun & Bradstreet.

Workspace and Adapative Search

Publish a Limited Set of Objects in Adaptive Search

You can now choose to publish only Workspace objects whose configuration has changed. This avoids having to perform a full publish every time a configuration change is done, thus saving time.

Enable Create and Export Buttons for Objects and Fiscal Year Date Filters in Workspace

Administrators can add or remove Create and Export buttons for every object enabled in Workspace. In addition, users can filter their records by fiscal year when searching records. These additional features let administrators manage Workspace objects more efficiently and give users additional flexibility when viewing records using date filters.

Sales Force Automation

Leads and Opportunities

Validate Contacts for Opportunity and Lead through Sales Insights

You can improve your sales effectiveness and gain productivity by receiving key data insights about contacts for opportunities and leads. Using data analytics and mining, this feature validates whether contacts associated with an opportunity or lead are sufficient and accurate to help effectively close the deal.

View Verification Status of Email and Phone Numbers for Leads

Salespeople can get phone numbers and emails verified as soon as they enter them in the leads UI. This ensures that phone calls go through and that emails won't bounce. When a phone number or an email address is invalid for some reason, salespeople see a notification right below the entered value. They can also use the service to reverify the contact information periodically. This helps improve productivity of salespeople by providing them at a glance with verified contact information.

Update Your LinkedIn Integration

If your sales teams use LinkedIn Sales Navigator from your sales application, you must upgrade to the LinkedIn Version 2.1 partner application to continue using the feature in CX Sales and B2B Service. This upgrade is necessary because of changes in the web services in the LinkedIn Sales Navigator offering.

Work Assignment

Enable High-Performance Processing for Access Group Rules

Use the high-performance capabilities of Oracle's database-centric and optimized rule-based algorithm processing to significantly improve rule-based processing. High performance access group rule processing helps improve performance by enabling millions of records to be processed in minutes, not hours.

NOTE: High Performance Access Group Rule Processing is available only to an initial set of early adopters. If you're interested in becoming an early adopter, apply for access in the Early Adopter Beta access to High Performance Access Group Rule Processing post of the Customer Experience - Sales forum on Oracle Cloud Customer Connect.

Sales Forecasting

Manage Renewal Revenue Lines in Forecasting

Manage renewal revenue lines within forecasting with a category indicator, which denotes whether the forecast item is a net new deal or a renewal. Additionally, the aggregate renewal forecast amount is shown in the header section. Renewal forecasting enables sales staff to review the renewal subscription forecast lines and the relevant forecast amount.

Sales Catalog

Use Access Groups to Configure Data Security for Products, Product Groups, and Price Books

Easily give a set of users access to Products, Product Groups, and Price Books using access group security. Simply create an access group, assign members to the group, and then define rules to grant the group access to the Product, Product Group, or Price Book object's data. All group members receive the data access set for the group. If you add a user to multiple access groups, the user gets access to all the data records that each of the groups has access to.

Quotes and Orders

Create a Renewal Opportunity from a Renewal Quote

You can now allow your users to create a renewal opportunity manually or automatically from a renewal quote. This helps in tracking new and renewal opportunities separately, as well as applying appropriate sales tasks to close the deal.

Forecast Renewal Opportunities

With this update, we have added renewal revenue lines so that salespeople can forecast renewal opportunities. This complements the existing forecasting of new opportunities.

Sales Assistant

Access Leads and Associated Object Relationships in Microsoft Teams via Oracle Sales Assistant

Salespeople can now conversationally view a lead and its related objects as well as its child objects in Microsoft Teams via Oracle Sales Assistant. Users can also add a note to a lead. Using the Microsoft Teams Composer administrator tool, you can modify the list and summary views of your leads object to suit your business requirements.

NOTE: Oracle Sales Assistant is available only to an initial set of early adopters. If you're interested in becoming an early adopter, apply for access on the Sales Assistant forum on Oracle Cloud Customer Connect.

Define Edit Layouts for Task, Appointment, and Call Report for Microsoft Teams

Edit layouts for task, appointment, and call report objects can be defined for Oracle Sales Assistant in the Microsoft Teams channel using the Microsoft Teams Composer administrator tool. To create a standalone or follow-up task, follow-up appointment, or follow-up call report, Oracle Sales Assistant will ask a set of questions based on the edit layouts defined.

NOTE: Oracle Sales Assistant is available only to an initial set of early adopters. If you're interested in becoming an early adopter, apply for access on the Sales Assistant forum on Oracle Cloud Customer Connect.

Intelligent Advisor

Intelligent Advisor Connector Performance Enhancement for Service Request and Activity

The Intelligent Advisor connector has an enhanced performance option when mapping to the Service Request and Activity objects.

Intelligent Advisor Connector Performance Enhancement for Lead, Household, Account, Partner, Deals, Enrolment, Case and Customer Profile

The Intelligent Advisor connector has an enhanced performance option when mapping to the Lead, Household, Account, Partner, Deals, Enrollment, Case, and Customer Profile objects.

Configure First Day of Week for Calendar Controls

Interview designers can now choose the start day of the week for calendar controls.

Debug Logs for Deployments

Debug logging can now be enabled by a Manager in Intelligent Advisor Hub to provide detailed information about what is happening when data is run through an interview. This can help identify where unexpected behavior occurs in interviews.

Refresh API Access Token

An API client can now request a refresh token to use so that they can continue to access the Intelligent Advisor REST services without the need to re-supply user credentials.

Statistics REST API

System integrators can now access Intelligent Advisor statistics through a REST API.

Test Decision Service Rules in a Browser

While writing decision service rules, authors can now instantly switch to a Live view to add data objects and input values and see how these flow through the rule logic.

Optional Decision Service Inputs

Decision service authors can now mark input contract fields as not being required so they can either be omitted or passed as null.

Oracle Analytics Publisher

Interview authors can now use Oracle Analytics Publisher Desktop 5.5.0 (previously known as BI Publisher), for form creation and editing.

Enterprise Contracts

Enable Start and End Date Update for Award Contracts

You can update the start and end date of an award contract to keep it in sync with the start and end date of an award.

Search by Amount in Search Contracts by Text

Along with other search filters available on the Search Contracts by Text page, you can also use the contract amount or currency to find a contract. When using contract amount or currency, you can use operators. For example, you can search between a minimum and maximum contract amount.

Share In Progress Contracts in Supplier Portal

When you're ready to have your suppliers review and respond to a contract that's in progress, you can share the contract from the Edit Contract page. Once shared, the supplier contacts who have access to the contract can view the contracts you have shared with them in Oracle Supplier Portal. The suppliers can download contract documents and upload their revisions. You can find the documents shared with suppliers or the documents shared with you on the Contract Documents tab of the Edit Contract page.

Sales for Microsoft 365

Enable Microsoft 365 Exchange Email Integration

We are introducing a new service for Microsoft 365 Exchange Email Integration with Sales. This integration lets you feed out emails from your Microsoft Exchange to the Sales apps.

CX Sales Mobile

Use Your Many-to-Many Relationship Setup When You Create Page Layouts

Add your many-to-many relationship intersection objects to your page layouts, so that you can display the intersection object fields along with the target object fields in the page layout.

Enable Notifications for Sales Objects

Enable notifications to be triggered automatically when certain business events occur in the CX Sales Mobile app, or in the Sales web app. For example, you can set up a notification for sales representatives when they have been assigned a lead or task.

View Quotes and Share Quote Proposals

View your quotes in CX Sales Mobile and stay updated on the quote status. You can find a quote easily using the fast search from the home page, or from within a quote list. You can view and send quote proposal documents to customers quickly from where you are, or share with your team for feedback. Quote lists in the context of an account and opportunity help identify the active quote. Also, your opportunity revenue is updated from the active quote in Oracle Configure, Price, Quote (CPQ) Cloud, making it easier for you to keep track of your current pipeline.

Add Dynamic Choice List Fields for Territories and Languages, and Look Up City, State, and Postal Code in Lead Address

Create dynamic choice list fields for territories and languages, and then add them to list, summary, or edit layouts for any standard or custom objects. In addition, look up address field values like city, state, and postal code when creating or editing a lead. The address values that can be selected are dynamically constrained based on previous selections.

Plan Your Sales Activities Using the Map

Assess and prioritize which customers to visit around your current location, by viewing your leads, opportunities, contacts, and accounts plotted on the map. You can also plan future appointments in a specific city, or near an address, with an easy location search that plots your sales records in your vicinity. Tap the pins in the map to view more information, easily create tracking activities and call reports, or get in touch with the contact, all while still in the map view. Directions to your points of interest are just a tap away.

Sort List Pages and Related Record Lists Using Available Fields

Sort lists to your preferred order, using standard or custom fields that have been added to standard or custom object list pages. In addition, you can now sort a sales object's related records using available standard or custom fields. For example, you can re-sort the tasks for your account. The sort order is preserved for subsequent use of the app, providing a very desirable personalized experience.

View Analytics with Modern Visualizations

Bring tailored insights into the state of your business anywhere with Reports and Analytics in CX Sales Mobile. Role-based layouts allow sales administrators to provide unique experiences to sales representatives, managers, and others. Enrich insights for your users with beautiful visualizations optimized for mobile displays, such as bar graphs, funnels, bubble charts, and more. Allow sales representatives to personalize report lists assigned to them. Search report lists in CX Sales Mobile, so that insights are just a keyword away. Easily access most recent versions of reports online or offline.

Show Recently Viewed Records in Object Lists and Receive Confirmation Messages for Recently Created Records

View recent records without having to search the object list when you tap the Search icon. This allows sales representatives to create, edit, or open a sales record, and then quickly review and make updates to related records of Opportunities, Accounts, Partners, Contacts, Tasks, Call Reports, Assets, Leads, Service Requests, and custom objects.

Receive confirmation messages of records created, lead conversions in-progress, and completed lead conversions that will auto-dismiss. These messages provide timely feedback for actions taken. Sales representatives can tap the message to add to recently created items.

Sales Performance Management

Territory Management

Search Territories in Workspace using Additional Team Fields

Allow users to search for territories in Workspace using additional territory team fields, such as team member function and delegated administrator.

Import Account Inclusions using Original System References

Allow administrators to import account inclusion or exclusion territory coverage records using original system references. Additionally, the original system reference information for account inclusion or exclusion records is available when exporting sales territory coverages.

Incentive Compensation

Use a Predefined Function to Accumulate Results by a Different Interval

Use a predefined function to accumulate results of one measure or component using another dependent measure's or component's interval and reduce plan configuration effort.

Add Descriptive Labels to Parts of an Expression

Add user-friendly labels to expression parts so it's easy to understand what each part of an expression does. Easily troubleshoot expressions or create similar expressions.

Create Generic Expressions Using Measure and Component Attributes

Use generically available attributes of a measure or plan component to make formula expressions more generic and reduce plan configuration effort.

Mask Participant Information Using File Import

Use the Participant Detail file import to mask participant data. This feature lets you mask participant name, participant first name, participant last name, and person number for specified participants.

Configure Extended Precision for Earning Types

Now you can easily set extended precision for earning types from the Manage Earning Types work area.

Sales Analytics

Support Reporting on Activities and Their Related Activities

With this new feature, you can report on the association between appointments or tasks, for example, as well as their related call reports or follow-up activities using the new CRM Activities with Related Activities subject area. Salespeople use the Activities pages to schedule appointments and create tasks. They can create follow-up tasks or appointments and associate them with existing appointments and tasks. In addition, call reports are used to record the outcome of sales activities. Call reports can be associated with scheduled appointments or can be ad-hoc call reports for unscheduled sales activities. The existing activities-related subject areas can be used to report individually on the different types of activities, like appointments, tasks, call reports, or follow-up activities.

Enable Reporting on Quote Line Items

With this new feature, you can report on quotes and their associated quote line items using the new Sales CRM Quote Lines subject area. Salespeople can create quotes from an opportunity as part of a deal cycle. The quote information, such as quote number, quote amount, status, and proposal documents are captured in the quotes and can be reported on, using the existing Sales CRM Quotes subject area. Quotes created from opportunities can have multiple quote line items that typically contain product information, quantities, discounts, list and net prices.

Use BI Cloud Connector View Objects for Incentive Compensation Transactions, Credits, Performance, and Goals Reporting

The new Business Intelligence (BI) Cloud Connector view objects let you extract data for:

• Transactions
• Transaction History
• Credits
• Credit History
• Goals
• Attainment
• Participant Details
• Participant Roles

New Design of Application Usage Insights

Application Usage Insights now has a new design to provide an even cleaner look, support different browser widths, and more closely align with Oracle's Redwood design. The new design supports table filtering and exporting of table data to CSV for later use.

Use Prebuilt OTBI Reports to Understand User Adoption

You can now use prebuilt reports to report on and understand user adoption. Available in Cloud Customer Connect, the reports can be downloaded and used in Oracle Transactional Business Intelligence (OTBI). The reports feature insights on logins, sessions, object usage, OTBI usage and performance, and click history. The reports provide easy access to OTBI's powerful reporting in the area of user adoption.

B2B Service

Service Request Management

Evaluate the Resources who Follow Specific Service Requests

Use the Purge Obsolete Notification Followers scheduled process to evaluate whether a resource is still valid and enabled to follow specific service requests. This scheduled process removes invalid users from following the service request, so that the application does not get overloaded with stale data.

Clean Up User Notification Personalization Data

Use the Purge Obsolete User Preferences scheduled process to clean up the user notification preferences data, in case the resource leaves your company or is no longer active.

View All and Select the Notifications to Un-Follow

View all the service requests you are currently following to receive notifications, in a single view, and un-follow the selected service requests that you're no longer interested in. To follow a service request, you need to navigate to that service request's details, and select the follow functionality from the Actions menu. All service requests that you follow for notifications are displayed on the Notifications Followed page. You access this page from Settings and Actions > Set Preferences > User Notification Preferences. On this page, you can select the service requests you want to un-follow.

Optimize Sending Emails in Bulk

Using Groovy scripts or REST API, application developers can send outbound emails in bulk. This feature has enhancements to optimize the process of sending emails. The feature is supported for SR messages and Outbound Message objects.

This is useful if a company wants to send large volumes of email in certain situations without affecting the normal email communication with customers.

Define Data Security Policies Based on System Access Groups

You can use system access groups and predefined rules to support service request data security for your users. System groups provide an alternative way to manage a user's access to service request data. There is a system access group to correspond to each of the standard job roles Oracle provides, and predefined object sharing rules assigned to each group provide the same access to service request data provided by the standard job roles. You can also create access extension rules to extend the access provided by the predefined rules to related objects. The predefined object sharing rules associated with each system group are inactive by default.

Create and View Relationships between Service Requests

Use this feature to create business-driven relationships between service requests and leverage these relationships to make easy updates across your service requests. These relationships enhance the efficiency of your agents and improve your service request resolution outcomes.

Override Coverage Time Zone on a Milestone Using the Service Request Time Zone

Set an override on the milestone configuration that calculates the milestone due date based on the time zone populated in the service request. If there's no time zone specified on the service request, the time zone specified in the coverage line is used. This feature provides a second option to override the coverage time zone, in addition to the existing option to override using the time zone of the resource to whom the SR is assigned.

Set the Visibility of a Channel Type for Internal Conversations

You can determine whether a channel type must be visible when forwarding a service request to a user. The following channel types are visible when forwarding an SR to a user: Email, Slack, and any custom channel types that have been defined. You have the option to disable the channel types that you want to hide when forwarding an SR.

Default Color Changes for Service Request Severity Badges in the Fusion Service Request List Page

If you're using the default colors configured in the Manage Service Request Severities task, and if you have enabled coloring through the SVC_ENABLE_SEVERITY_COLOR_IN_SR profile option, you will now see updated colors on the Service Request List page. If you have previously modified the service request severity colors, those modifications will remain active.

Digital Customer Service

Simplify Creating Developer Users and Locating Required URLs

Simplify creating Digital Customer Service developer users and locating required URLs. By entering a few key fields, you can automatically create a Digital Customer Service developer user, assign the required roles, and approve the user in a single step. You can also easily locate and copy Visual Builder and Visual Builder Studio URLs.

Manage Product Assets

NOTE: Digital Customer Service is on a monthly release cadence. This feature was released in the April 2021 release.

Self-service users can manage their Installed Base Assets within the Digital Customer Service application. The following capabilities are provided in the Digital Customer Service reference implementation:

• View a list of product assets
• Register a product asset
• View the details of a product asset
• Update the product asset description
• See knowledge articles associated with a product asset
• See service requests logged against a product asset
• Create a new service request against a product asset from the product asset details page

There are also three new components available:

• Asset List - Component to show a list of installed base assets registered by the signed in user. Account managers can view a list of all assets of the account for which they are the account manager.

• Asset Data - Component to view and edit the details of an installed base asset.

• Asset Register - Component to enable a user to register an installed base asset.

This feature demonstrates best practices in implementing Installed Base Assets.

Select Multiple Self-Service Registration Requests for Approval or Rejection

NOTE: Digital Customer Service is on a monthly release cadence. This feature was released in the April 2021 release.

Account managers can select multiple self-service registration requests and then approve or reject them simultaneously. This simplifies the management of self-service registration requests.

View Your Technician's Location

NOTE: Digital Customer Service is on a monthly release cadence. This feature was released in the May 2021 release.

Self-service users can quickly locate their technician on the day of service so that they know when the technician will arrive at their site. Key benefits of this feature include a reduction in the number of contact center inquiries of the technician's current location, an improvement in your customer's experience, and cost savings due to fewer customer no-shows.

Provide Users with View Your Technician's Location functionality using the Work Order Data Component

NOTE: Digital Customer Service is on a monthly release cadence. This feature was released in the June 2021 release.

The ability for self-service users to view their technician's location is now available in the Work Order Data component. Developers can add this component to their application so self-service users can quickly locate their technician and know when the technician will arrive at their site.

Knowledge Management

Set Scores for Concepts in the Dictionary

Search administrators can change the scores of concepts in the dictionary. You can assign scores of high, medium, and low to concepts to better manage search results for questions that contain them. You can set the score for new concepts and change the score for existing concepts. You can change scores for customer concepts as well as domain concepts.

Field Service Integration

Estimate, Review, and Post Charges for Work Orders in Service Logistics

Your agents can now estimate work order charges for customer approval before ordering parts and scheduling service. They can also review the customer's actual charges that were entered by the technician in the Debrief and post for billing.

Import and Export and REST APIs

View Import and Export Jobs Submitted Only by You

View import and export jobs that were submitted only by you. You cannot view the import and export jobs and associated data files submitted by other users. Managers can view the import and export jobs submitted by all users in their hierarchy.

Assign Account Automatically During Import Management

Enable automatic territory-based assignment after sales accounts are imported. You can enable this feature by setting the profile option ZCA_BATCH_ASSIGN_ON_BULK_IMPORT. If the profile option is disabled, then you must manually run a batch assignment or assign each sales account individually.

Add New Fields in the Contact findDuplicates REST Response

View additional details in the findDuplicates REST method’s response for the Contacts REST API. These new fields, such as Job Title, let Digital Sales identify duplicates.

Apply Attribute Survivorship Logic to Customer Records Updated from REST API and Import Management

Apply your data quality attribute survivorship logic to customer records when updating them with REST APIs and Import Management to maintain the quality of customer master records.

Capture Recent Items Using REST API

Share recent items between all channels, such as Sales Mobile, the Sales web app, or Microsoft 365. If a user views an object on any channel, then that object is added to the recent items list. The Recent Items REST API lets all channels share these recent items.

Sales representatives interact with accounts, contacts, opportunities, activities and sales leads. However they don't interact with all of them at one time. Depending on the fiscal quarter, they focus on only certain records. Interactions with records should be always connected between Sales Mobile, the Sales web app, or even Microsoft 365.

The Recent Items REST service is built for end users, other applications, or even internal processes. Mobile applications especially require this service. Currently, the mobile applications cannot persist recently created, updated or fetched records so that those records can also be viewed in other channels. This causes lack of productivity or dissatisfaction among sales representatives.

Capture User Favorites Using REST API

The User Favorites REST API captures favorite objects consistently among all objects, including the display of favorites in various user interface page areas like list views, saved searches, and Workspace. Listing favorites,  marking an object as a favorite, and umarking an existing object as a favorite are various use cases in user favorites.

Use Export Management for Territory Geographies Export

Use the Export Management framework to export territory geographies information.

Use Validation Status and Validation Date Fields in REST API Header

Use the Validation Status and Validation Date fields in the REST API headers for account, contact, and household resources to view the last date when email addresses and phone numbers were validated. You can view the validation status of the email and phone as well. You can also use these fields in Import and Export Management.

Use Audit Functionality on High-Volume Import of Custom Objects

You can now use auditing functionality while performing high-volume import of custom objects. In general, import follows the same audit history setting for each object. With this feature, you can override global audit history settings for a high volume import job, using the import UI. The same capability is available in REST API, using an additional override parameter for the individual job.

Use REST API to View Renewal Forecast Items

Use the ForecastItemDetail REST resource to view the category on each forecast item. Category denotes whether the line is a renewal or new deal. Renewal Forecasting lets salespeople and sales managers review the renewal subscription forecast lines.

Import and Export Participants Using Import Management

Use Import Management to import and export participants to simplify your participant management process. Participants can be imported along with their descriptive flexfield values.

Import Participants Using REST API

Use the Participants REST resource to import participants into Incentive Compensation. Participants can be imported along with their descriptive flexfield values.

View Participant Credit Details Using REST API

View participant credit details using the Incentive Compensation Credit Details REST resource. This REST resource can be used to provide credits visibility through additional channels, other than traditional reporting. This resource can be used for multiple use cases, including Oracle Visual Builder applications or integrating information with other programs.

Individualize Payment Plan Amounts Using REST API

Individualize payment plan amounts for participants using REST API. Pass the individualized amount for each participant in the payload and easily assign each of them a different draw amount.

Import Rules for Access Groups

You can now use the Import Management framework to import object sharing rules and group membership rules for access groups into your sales environment. You can import rules previously exported from the same or another environment, or can use this functionality to update multiple access group rules at a time.

Manage Project Entities using REST APIs

You can use REST services to do these tasks for the project entities:

• Delete a bill plan
• Create and update contract line internal attributes
• Update bill plan and revenue plan translations
• Create, update, and delete bill plan descriptive flexfields
• Create, update, and delete revenue plan descriptive flexfields

Application Composer

Enable Bidirectional Reporting for Custom Reference and DCL Relationships

You can now create custom subject areas to support reporting in both directions for custom one-to-many reference relationships and dynamic choice list relationships created in Application Composer. When choosing primary and child objects for a custom subject area, you can select either the source or target object in the object hierarchy. Depending on the type of relationship, the other side of the relationship is available as either a child or related object. This enhancement provides endless reporting opportunities and reduces the need for multiple custom subject areas and joins, resulting in improved usability and performance.

Delete Custom Fields in an Unpublished Sandbox

You can now delete custom fields from both custom and standard objects, provided your sandbox is still unpublished.

Use Custom REST-Based Smart Actions to Update Multiple Records in Workspace

Configure custom REST-based smart actions to let your users update multiple records at once in Workspace.

Security

View Access Group Information Using Access Explorer

Use the Access Explorer to view the data access users receive from their access group membership as well as from the roles they're assigned. Integrated support for access groups in Access Explorer lets you easily troubleshoot user access issues.

View Updates to Opportunities and Leads Secured Using Access Groups in Near Real-Time

You can access opportunity and lead records that are secured using access groups in near real-time. When an opportunity or lead is updated, when a user gets access to an opportunity or lead through a hybrid rule, or when an access extension rule provides a user with access to an object related to an opportunity or lead, the user can access the new records or objects immediately. You no longer have to run the Perform Object Sharing Rule Assignment Processing scheduled process before users get access to the relevant records.

Use System Access Groups with a Set of Predefined Rules

You can use system access groups and predefined rules to configure access to object data for your users. System groups provide an alternative method of managing a user's access to data. There is a system access group to correspond to each of the standard job roles Oracle provides. Predefined object sharing rules assigned to each group provide the same access to data provided by the standard job roles and associated data security policies. With this update, predefined rules are now available for these objects:

• Partner
• Deal Registration
• MDF Budget
• MDF Request
• MDF Claim
• Program Enrollment
• Business Plan
• Quota Plan
• Price Book
• Product
• Product Group
• Household
• Resource
• Service Request
• Sales Territory Proposal
• Sales Territory
• Resource Quota

Simplified Setup

Use Setup Assistant to Complete Initial Sales Setup for Existing Deployments

Customers with existing deployments, including Financials and HCM, can use Setup Assistant to speed up their initial Sales setup. Setup Assistant automatically performs many manual setup tasks required for opportunities, forecasting, the import of geographies data, and the creation of sales users. Setup Assistant leverages the existing enterprise setup data and accounting calendar.