Update 22A

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
18 FEB 2022	Intelligent Advisor	Viewer Role in Intelligent Advisor Hub	Updated document. Delivered feature in update 22A.
18 FEB 2022	Intelligent Advisor	Intelligent Advisor Component in Visual Builder Supports Checkpoints	Updated document. Delivered feature in update 22A.
18 FEB 2022	Intelligent Advisor	Redwood Landing Page and Search for Intelligent Advisor Hub	Updated document. Delivered feature in update 22A.
08 DEC 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.

Sales Automation Foundation Common

Leads and Opportunities

Add Revenue Lines in Adaptive Search

You can now add revenue lines when you configure Adaptive Search. This means that instead of having to navigate to each opportunity and find revenue lines within each one, salespeople can now view and search for revenue lines directly from Workspace.

Sales Catalog

See the Changes Users Make to Eligibility Rules and Attachments for Product Groups

View the audit history of changes users make to product eligibility rules and attachments for product groups. You specify the fields to track and then view the change history in a report. For each change made, the audit history shows information such as the field name, the date and time of the change, the original field value, the new field value, the user who made the change, and more.

Validate That Configurable Models Are Entered Correctly

In the sales Products UI, you can validate that configurable model information is entered correctly. Model information in products and product groups includes the collection of model, model line model family, and model attribute values. These values are required to identify Oracle Configure, Price, and Quote configuration models. This validation enforces consistent entry of model information when managing products and product groups.

Increase Efficiency with Product Group Dynamic Choice Lists

Speed administrator tasks by setting up dynamic choice lists for product group data selection within Sales objects like opportunities and leads. After you configure product group dynamic choice lists in Application Composer, Sales Catalog administrators can use them with specific filter criteria. You can also use dynamic choice lists with your own custom objects.

CX Sales Mobile

Simplified CX Sales Mobile App Deployment

Use this feature to help you through your CX Sales Mobile app deployment, ensuring that steps aren't missed. Examples of the feature's capabilities include:

• Checking that all prerequisite steps have been completed
• Enabling easy sign in by automatically generating a QR code for your provisioned CX Sales web app
• Recommending that certain features are enabled so that your users get the best experience of the app

Enable Sales Representatives to Stay Signed in to the Application for Longer Using Mobile Device Management Software

Use your corporate Mobile Device Management software to preconfigure OAuth authentication tokens, making it easier for users to stay signed in to the mobile app securely, and for longer.

Use Price Books in Opportunities

Add price books to opportunities and accounts for consistent and accurate pricing for deals across your sales organizations. Tailor your application to default corporate-wide or account-specific price lists. Allow salespeople to immediately understand recommended prices when adding products to an opportunity.

Specify If Existing Records Can Be Added as Related Objects Using the Add Option

Using this feature, you can specify if sales representatives can add an existing record as a related object. This means that you can now allow sales representatives to create a related record, add an existing related record, or do both.

Sales Analytics

Support Renewal Selling Enhancements in Sales Pipeline Reporting

You can now use the subject areas, Sales CRM Pipeline, Sales CRM Opportunities, and Products Real Time, to report at a more granular level on opportunity type categories. Sales teams can enable and configure revenue lines across different recurring, nonrecurring, and usage types and can report on more detailed aggregated revenue amounts for each category at the opportunity level.

Support Reporting on Email Address in Territory and Resource Hierarchies

With this additional attribute, sales users can report on territory owner and resource owner emails through territory and resource hierarchies across each level on any sales subject area. Sales users can add these attributes as a report content or use them as a filter to report on unique names.

Secure Product Group Extension Visibility in Reports Based on Access Groups

Users can view product groups and product group extensions with a related fact, and they see only records which they have permission to view. Also, custom subject areas using product groups show only product groups that the user has permission to view.

Sales Automation Core Common

CX Foundation

Create Follow-Up Activities for External Appointments and Delete External Appointments

Create follow-up activities, such as the follow-up tasks, appointments, and call reports, for external appointments synced from Microsoft 365. You can now delete external appointments as well.

Update Supplied and Custom Fields on External Appointments

When you sync an external appointment from Microsoft 365, the appointment is read-only when viewed from the web application. Even though the appointment is external to the company, you may want salespeople to be able to edit fields -- such as the supplied fields like account, opportunity, and lead, or custom fields -- from the web application. As the administrator, you can enable the editing of appointment fields so that salespeople can edit both supplied and custom fields.

Keep in mind that meeting details, such as day, time, description, and location, will still be read-only, except in Outlook.

Get Reminded When a Task Is Due

Salespeople can now be reminded by email or get an alert in the Notifications area when their tasks are due. They simply configure the default reminder period in their user preferences. As an administrator, you can enable or disable the reminder notifications across the site and for individual users. You can specify whether to notify users via email, notifications, or both. You can also configure the default reminder period based on the task due date. For example, using a profile option, you can configure that a notification is sent three days before the task due date or when the task due date is reached.

CRM Common Components

Use Adaptive Search and Workspace for Accounts and Contacts with No Setup

Oracle now enables Adaptive Search and the Workspace for accounts and contacts for all customers, even those who haven’t enabled Adaptive Search themselves. Oracle automatically runs the Publish process behind the scenes to index accounts and contacts for Adaptive Search. All customers see the Workspace icon on the home page. Salespeople can use Workspace to manage accounts and contacts without additional setup.

View Group By Date Buckets Beyond Last and Next 6 Months

Grouping of search results from Workspace is now more flexible. When filtering search records using Group By on a date field, salespeople can now select Month to group data into monthly intervals without the previous six-month restriction. Salespeople can view data beyond six months by simply clicking Show More. This provides a more complete view of data divided by months.

View the Adaptive Search Publish Job Progress

You can now view the real-time progress of Adaptive Search indexing jobs. When you click Publish, a progress bar indicates how much of the indexing job has been processed and what percentage remains before completion. This feature gives you better visibility on the Publish job progress so that you can plan your operations accordingly.

Provide Enhancements to Quick and Advanced Subtabs for the Configure Adaptive Search Setup Tab

Adaptive Search configuration is now more intuitive and easier to set up. You can view and enable custom objects in Adaptive Search and Workspace from the Quick subtab of the Configure Adaptive Search Setup tab. In the Advanced subtab, you can view field names and their data types. The number of fields available for cross-object searches is increased to 15 fields and can be specified by selecting the Include in Object Reference column for each field.

Access Quick Actions from the Sales Tab

Salespeople can now quickly create sales records from just one page. Using the Sales tab on the home page, salespeople can use quick actions to create their opportunities, leads, contacts, and activities, including tasks, appointments, and call reports, from a single location.

Create Routines to Automate Repetitive Tasks

You can configure routines for business scenarios that help to improve the sales performance of your salespeople. For example, you might create a routine to alert users when opportunities are stuck and require attention to move them along the sales cycle. Routines can enforce data hygiene by discarding obsolete or outdated information, and they can reduce risk by providing timely and relevant reminders to focus on key customers.

Accounts, Contacts, and Households

Undo Enrichment for a CX Sales Account

Sometimes it's necessary to associate an account record with a new record through enrichment. Now you can undo the Oracle Account and Contact Enrichment by Dun & Bradstreet (formerly called Oracle Data as a Service or Oracle DaaS) enrichment that's been done for a Sales account record, so that you can re-create the association with Oracle Account and Contact Enrichment.

Use DataFox and D&B Together to Enrich Your Accounts

Enrich an account using Oracle DataFox and Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) simultaneously in real-time. You can use D&B to enrich some of the accounts fields and Oracle DataFox to enrich the others. But, for smart data, you need to use either DataFox or D&B.

Security

Dynamically Schedule Object Sharing Rules Processing for Access Group Rules

You no longer have to manually schedule the Perform Object Sharing Rule Assignment Processing job for each object to ensure access group object sharing rules are assigned at regular intervals. Provided an active rule exists for an object, the Perform Object Sharing Rule Assignment Processing process is dynamically scheduled to run for the object. How frequently the process runs varies depending on whether or not an object supports near real-time processing. You can disable dynamic scheduling, or change how frequently the process runs, using profile options.

Copy Object Sharing Rules from System and Custom Access Groups to Other Groups

You can easily copy all the predefined and custom object sharing rules assigned to an access group to other access groups. You can copy rules either to access groups you create, or to system access groups generated for custom job roles. You no longer have to manually assign rules to these types of access groups.

Import/Export Management

Track Import Job Completion Estimation

You can now track your import job completion estimation time. View the Manage Imports and Import Status pages to see the estimated time range within which an import job will be processed.

View and Save Only Your Export Maps

You can now view and save only your export maps, in addition to keeping them private.

Use Do Call For Primary Contact Points in High Volume Import for Contact Object

You can use the Do Call preference for primary work phone, primary mobile, primary home phone, primary email, and primary fax while importing contacts in high volume.

Import and Export Access Extension Rules for Access Groups

Use Import and Export Management to import and export access extension rules in your sales environment. Access extension rules let you extend the access defined for an object in an object sharing rule to a related object. You can import access extension rules previously exported from the same or another environment, or can use this functionality to update multiple access extension rules at a time.

APIs

Use Do Call and Primary Phone Identifiers in Contact REST API Header

You can use the Do Call preference and Contact Point identifier information for primary work phone, primary mobile, primary home phone, primary email, and primary fax at header level for the Contacts REST web service.

Use Export REST APIs to Reuse a Saved Export Map

You can now use Export REST APIs to reuse a saved export map using a unique identifier.

Search

Work Areas Powered by Adaptive Search Now Enabled Automatically for New Customers

New customers no longer have to opt in to get the high-performance Adaptive Search engine and other Workspace features for work areas tailored to many individual business objects. While the enhanced work areas are now available to new customers by default, existing customers must still opt in.

Sales Force Automation

Customer Data Management

Use Simplified Setup for Duplicate Identification Options

Use the Manage Customer Data Management Options simplified setup page to review and configure the profile options used in duplicate identification.

Submit Resolution Request Dispatcher Jobs from the Duplicate Resolution Page

Submit resolution request dispatcher jobs directly from the Duplicate Resolution page. Previously, you had to go to the Run Request Dispatch Setup and Maintenance task to process resolution requests. Now you can click Dispatch on the Duplicate Resolution work area to set the status of pending resolution requests to new, as well as to send submitted resolution requests for processing.

Enterprise Contracts

Print Custom Object Attributes in Contract Deviation Reports

Details of custom child and related objects for contracts defined in Application Composer are available in the downloaded deviation data model XML file. Using Oracle Business Intelligence Publisher, you can use these details to configure the Supplier Contract and Customer Contract deviation summary reports. You can print these reports to view the attributes of custom and other standard objects related to the Contract object.

Show Variable Values in Supplier and Customer Contract Deviation Reports

You can view system and user variable values in the Supplier Contract and Customer Contract deviation reports. These reports are available from the Review Contract Deviations UI. The improved readability of system and user variable values helps contract administrators and approvers review and analyze contract deviations more easily.

Edit Contract Documents in Microsoft Word with Content Control Boxes Hidden

When you download a contract in Microsoft Word DOCX format, you can enter contract text anywhere in the document, without being restricted by content control boxes. Content control boxes are no longer displayed in contract documents, which improves the user experience. Any text you modify or add to the various parts of the document is interpreted appropriately as section or clause titles, or clause text when the contract is uploaded to the application.

Note that content control boxes are still displayed for system and user variables.

Improve Visibility of Pending Variables in Contract Expert

When the Contract Expert process completes and there are pending variables, a message is displayed prompting you to enter the variables. The View field in the Edit Variable Values page is set to Pending variables by default, so that you can focus on those variables that don't yet have values. In addition, you can view the Display Title and Number columns in the Contract Expert: Review Suggested Clauses train stop. Use a single check box to select or deselect all clauses at one time if the Contract Expert suggests multiple clauses for viewing.

Automatically Send Contracts for Signature in DocuSign

Automatically send contracts for signature in DocuSign when creating or updating them using SOAP or REST web services.

Oracle Sales Assistant

Archive a Team in Microsoft Teams Automatically When an Opportunity Closes in CX Sales

If an opportunity closes in CX Sales, then the associated team in Microsoft Teams is automatically archived. The team in Microsoft Teams is automatically restored when the associated opportunity gets reopened in CX Sales.

Assign Roles and Regions to Access Oracle Sales Assistant via Microsoft Teams

Using the Microsoft Teams Composer administrator tool, you can select the roles and regions that can access CX Sales using Oracle Sales Assistant in Microsoft Teams. This gives you the flexibility to let users with specific roles and in specific regions to have a conversation with the sales assistant.

Request Specific Field Values for Records in Sales Assistant

You can send questions or commands to the sales assistant and it retrieves the information or acts on your requests. You can now ask the assistant to provide a specific standard or custom field value for a record, such as What is the win probability for this opportunity? or Get the industry for the Vision account. This feature helps further improve the usability of the sales assistant.

Sales for Microsoft 365

Enable Improved Sign-in Experience for Microsoft 365 Integration with Microsoft Application Permission

This enhancement improves the sign-in and session experience for the Microsoft 365 add-in users while reducing the sign-in failures in the sync engine.

Intelligent Advisor

Viewer Role in Intelligent Advisor Hub

Any Intelligent Advisor Hub interactive user can now be assigned the Viewer role. Users with Viewer role have read-only access in the Hub to projects, deployments and statistics, and can test and run interviews and decision services.

Intelligent Advisor Component in Visual Builder Supports Checkpoints

The Intelligent Advisor component in Visual Builder now supports the resume and resumeCheckpointOrStartNew action in addition to the existing start operation. This means that interviews can be saved and later resumed by self-service users (in Digital Customer Service) and agents.

Redwood Landing Page and Search for Intelligent Advisor Hub

The Intelligent Advisor Hub landing page now displays information based on relevant recent activity and the user’s role. There is also a unified search bar that can be used to initiate administrative tasks, open help topics and navigate to objects (such as projects, deployments, users and connections) managed in Intelligent Advisor Hub.