Update 21D

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
29 NOV 2021	Intelligent Advisor	Compare and Merge Project Versions	Updated document. Delivered feature in update 21D.
03 SEP 2021			Created initial document.

Overview

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Sales Automation Core Common

CRM Common Components

Validate Migration Sets to Check for Missing Roles in Target

You can now validate migration sets during the import process to check and report on missing roles in the target environment. Based on the validation results, you can choose to proceed with the import as-is or take corrective actions before importing.

Enable or Disable Mass Update by Object and Specify Fields to be Updated at Once

You can specify which objects you want to enable or disable in the mass update feature in Workspace. You can also select specific fields to make available for mass update within each of the objects you enable. For example, with just a few clicks, you can select the sales stage field on the Opportunity object to update opportunity sales stage records at the same time. Or, users might want to update rank and deal size on several leads at once. The mass update feature improves efficiency by reducing the number of clicks when the same update needs to be done on multiple fields within objects.

Navigate to an Object-Based Workspace Page from Your Sales Springboard

Salespeople can navigate directly to a Workspace page that contains the object they selected from their Sales springboard. On the springboard, salespeople simply click a sales icon to open a Workspace page for that specific sales object. This new navigation feature helps improve both user experience and the search experience.

Allow Partial Publish in Adaptive Search

You can now choose to publish a selected set of objects in Adaptive Search without building the full index. For example, you want to modify the configuration of a few already indexed objects in Adaptive Search. You can select only the modified objects to get re-indexed without rebuilding the whole index from scratch. This saves processing time and helps speed up the indexing process.

Accounts, Contacts, and Households

Use Additional Information Related to Hierarchy and Associated Contacts in Accounts REST API

Use additional information about hierarchy and account contacts in the Accounts REST API. The Accounts REST API is enhanced with new attributes at the header and account contact child level to show additional information related to account, account hierarchy, primary contact, and other associated contacts.

Configure, Verify, and Build Similar Accounts Machine Learning Model Through New Admin UI

Configure, verify, and build the Similar Accounts analysis based on the Sales machine learning model, using the new admin interface.

This feature provides new capabilities for sales administrators and data stewards to customize the machine learning model for finding account similarity, also known as the "Similar Accounts" feature in CX Sales, without moving the data. Similar Accounts is a new feature to find out similar companies or accounts for a given account based on preselected key attributes and it can be enabled by administrators from a new user interface. The machine learning model training, testing, and deployment flow is enabled by Oracle Machine Learning service available within the CX Sales database. The new user interface also allows administrators to configure Similar Accounts by bringing their own attributes to adjust the machine learning model. For example: Similar Accounts by location or technology based attributes, revenue, product category or territory.

Improve Quality of Account Smart Data Using DataFox

Provide a modern sales experience by leveraging smart integration with Oracle DataFox to auto-suggest matching accounts and auto-retrieve company details when creating accounts. This feature improves the user experience by minimizing the number of clicks and keystroke needed during account entry. It also improves data quality by retrieving up-to-date validated account data from Oracle DataFox in real time.

File-Based Data Import / Export

Export Inactive Accounts, Contacts, Households, Organizations, and Persons

You can now export inactive accounts, contacts, households, organizations, and persons using export management.

Cancel Feature in Export Management

You can now cancel any long running and stalled exports in export management.

Security

Use Access Explorer to Troubleshoot a User's Access Group Permissions

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. You can also view the access group rules and groups that provide access to a specific object record and identify whether or not a user is assigned those rules. If users don't have the record access they require, you can drill down to a specific rule or group from the Explore page and make the necessary changes. Complete integrated support for access groups in Access Explorer lets you easily troubleshoot user access issues.

Access Object Records Secured Using Access Groups in Near Real-Time

You can access data that's secured using access groups in near real-time for an expanded set of objects. When an object record is created or updated, you can access the new or updated records immediately. You no longer have to run the Perform Object Sharing Rule Assignment Processing scheduled process before you get access to the records.

With this update, near real-time processing is now supported for these objects:

• Account
• Activity
• Campaign
• Contact
• Deal Registration
• MDF Budget
• MDF Claim
• MDF Request
• Partner
• Program Enrollments
• Custom objects

Run the Object Sharing Rules Process for Rule Changes Since the Last Update

You can run the Perform Object Sharing Rule Assignment Processing scheduled process for only those records that have changed since the process was last run. This feature ensures access group members have up-to-date access to object records with the minimum processing time.

Simplified Setup

Enhance Setup Assistant to Enable Adaptive Search During Onboarding

Setup Assistant can now be used to enable Adaptive Search for the objects you use in your business, so salespeople can start using Workspace right away, without additional setup.

Sales Automation Foundation Common

Leads and Opportunities

View Recommended Contacts for Leads and Opportunity to Optimize Deal Execution and Lead Nurturing

You can improve your sales effectiveness and gain productivity by receiving key data insights on contacts for leads and opportunities. Using data analytics and mining, Sales Insights recommends key contacts for each active opportunity or lead for the relevant account to help effectively close the deal. Contact recommendations are based on historical data, contacts relationships, and the successful interactions associated with an opportunity or a lead.

Sales Catalog

See Product Group Changes in Audit History

View the audit history of changes users make to Product Group fields. Administrators select which fields to track the audit history for, and then view the audit history report. For each change made, the audit history reports such information as:

• Field name
• Date and time of change
• Original field value
• New field value
• User who made the change

CX Sales Mobile

Embed Web Links to Custom Apps in the CX Sales Mobile App's Main Menu

You can add a web link to the CX Sales Mobile app's main menu, that opens a custom web or mobile app when you tap the link. Once the web link is set up, it appears just like the other Sales objects in the main menu, so that it integrates seamlessly into the CX Sales Mobile app.

Collaborate on Opportunities Using Microsoft Teams

Let your salespeople collaborate on Microsoft Teams to advance the sales pipeline from their open opportunities. Directly from the opportunities page, salespeople can click the action to add all existing members of the opportunity to a team in Microsoft Teams and start collaborating.

Sales Analytics

Secure Product Group Visibility in Reports Based on Access Groups

User visibility to product group data in Oracle Transactional Business Intelligence (OTBI) reports is based on access groups defined for product groups. To provide visibility to users while giving organizations control of who sees what, users now only see in reports the product groups that they have permissions to view.

Use Business Intelligence Cloud Connector View Objects for Incentive Compensation Payment Reporting

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

New Dimensions Added to Asset Contact Subject Area

These new dimensions have been added to the Asset Contact subject area:

• Product
• Customer
• Employee Dimensions

Sales Product Information Master Reporting Enhancements

Sales Product Information Master reporting enhancements include the addition of reporting on new product number of processing days to support Oracle Configure, Price, and Quote (Oracle CPQ) needs.

Disable Data Collection for Application Usage Insights

Capabilities to optionally disable the harvesting and collection of usage data in Application Usage Insights are extended. In a previous release, the ORA_ZCA_CH_DISABLE profile option was introduced to disable the collection and storage of click history data. In Update 21D, this profile option also disables the collection and display of any data appearing in Application Usage Insights, including data for user logins, session duration, object usage, click history, and more. Usage data also won't appear in Application Usage Insights dashboards.

This feature is important for organizations who don't want to collect, store, or display usage data supported by Application Usage Insights. This profile option is disabled by default; you must enable it to stop the collection of usage data.

View User Adoption of Custom Objects in Application Usage Insights

Custom objects are now available in Application Usage Insights. This feature shows usage of custom objects by sales teams, complementing the usage of standard objects already supported in previous releases. Metrics such as the number of custom object records created and updated are supported. Administrators can configure which custom objects to expose and hide to sales team members.

Sales Force Automation

Customer Data Management

Select Customer Identifying URLs During Duplicate Identification

Ensure that only website contact point URLs that identify the customer are used for duplicate identification. You can do so by filtering non-identifying URLs out of the duplicate identification processes such as cluster key generation and candidate scoring.

Use Organization and Person REST Resources to Access Contact Point Validation Status

Use Organization and Person REST API resources to access contact point validation status and find out whether phone numbers and email address contact points have been validated.

Adopt Latest Industry Guidelines for Customer Data Management Terminology

Replace references to merge survivor records with the term master records, and replace references to merge victim records with the term non-master records to more accurately convey the meaning of merges.

Use REST API to Update Source System Reference Values

Update the source system reference values on active source system reference records through the hubSourceSystemReferences REST resource. You can now use the PATCH method on the hubSourceSystemReferences resource to directly modify the source system reference value attribute.

Use Import Management to Update Source System Reference Values

Use Import Management to update existing source system reference values. You must use the hubSourceSystemReferences import object to update active source system reference records.

Oracle Sales Assistant

Configure Fields to Prompt for Values when Creating Records Using Oracle Sales Assistant in Microsoft Teams

You can select which fields that you want Oracle Sales Assistant to request a response for when conversationally creating a record using the Microsoft Teams or CX Sales Mobile Application Composer tool. The supported objects include: Task, Follow-up Task, Follow-up Appointment, and Follow-up Call Report. Oracle Sales Assistant only prompts for values of mandatory fields that have no default values. Using the search and select feature from the Microsoft Teams or CX Sales Mobile Application Composer tool, you can assign additional fields that you want the user to answer questions when conversationally creating a record via the respective channels.

NOTE: If you need help with enabling Oracle Sales Assistant, send us a message on the Sales Assistant forum on Oracle Cloud Customer Connect.

Modify Sales Briefing and Pipeline Global Actions Using Microsoft Teams Composer

If users ask Oracle Sales Assistant for a daily sales briefing in Microsoft Teams, the assistant responds with the number of opportunities in the pipeline, number of tasks due today, and appointments upcoming today. Using the Microsoft Teams Composer tool in Application Composer, you can modify the content of the sales briefing response for your users. For example, you may want to hide details of today's upcoming appointments. In addition, you can also select the saved search list that contains the definition of the sales pipeline, and you can modify the definition to suit your company requirements. The definition is then used for both sales briefing and when salespeople directly ask for their sales pipeline.

NOTE: If you need help with enabling Oracle Sales Assistant, send us a message on the Sales Assistant forum on Oracle Cloud Customer Connect.

Show User Relevancy and Context Records when Asking Oracle Sales Assistant for a Record

When you ask Oracle Sales Assistant for a record to view or act on, such as View the Vision Corp opportunity, the set of matching records returned are the ones that are most relevant to you. However, if  you can't find the record you want within this set, then you can expand and see matches from within your full set of accessible records for the specific object type.

NOTE: If you need help with enabling Oracle Sales Assistant, send us a message on the Sales Assistant forum on Oracle Cloud Customer Connect.

Enterprise Contracts

Print Standard and Custom Attributes in Deviation Reports

You can print standard contract attributes, custom attributes, and descriptive flexfields in deviation reports. The deviation data model XML provides the list of attributes that you can use to configure these reports in Oracle Business Intelligence Publisher:

• SupplierContractDeviations.rtf
• CustomerContractDeviations.rtf

Protect System Variable Edits in Microsoft Word

You can add system variables and view the value for these variables in your contract. You can’t save edits to system variables using the Oracle Contracts Microsoft Word add-in back to the application, but you can delete them. To delete a system variable, you must delete the content control of a system variable.

The application displays an error when you try to edit a system variable using the Microsoft Word document. System variables should be updated directly in the application to reflect in the word document.

Use Problem Resolution in Contract Validation Messages

When you validate a contract, more meaningful and informative validation error and warning details are provided in the Validation Results page to help you resolve any contract validation issues. For example, additional information might include what caused the problem and how and where to fix the issue so that the validation of the contract can proceed.

Use Enterprise Contracts in Business Intelligence Cloud Connector

You can use Oracle Business Intelligence (BI) Cloud Connector to extract the BI data from Enterprise Contracts. Here are the contract objects you can use in BI Cloud Connector:

• Contracts
• Contract Translations
• Contract Custom Extensions
• Contract Approval History
• Contract Signature History
• Contract Status History
• Related Contracts
• Contract Parties
• Contract Party Contacts
• Contract Sales Credits
• Contract Fulfillments
• Contract Fulfillment Notifications
• Contract Fulfillment Translations
• Contract Risks
• Contract Lines
• Contract Line Translations

For more information, see the Oracle BI Cloud Connector Console documentation.

Sales for Microsoft 365

Enable Auto-synchronization of Business-relevant Appointments Between Microsoft 365 and CX Sales

Business relevant appointments will be automatically synchronized between Microsoft 365 and CX Sales, thereby improving user productivity. This eliminates the earlier approach that was based on saved searches.

Intelligent Advisor

Interview Restyling Extended to Include Accessibility

Additional tags have been added to the list of allowed attributes for style extensions for a subset of interview control types. This feature enables groups of controls in interviews to meet accessibility requirements, and opens up additional avenues for customization.

Compare and Merge Project Versions

Users can now compare two policy models for a change-by-change breakdown of where the differences between the two versions have occurred. This allows authors to easily find changes made in a production branch since the time it was branched off the main development project, and pull them into the current development branch.