Update 22B

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 Foundation Common

Leads and Opportunities

Associate Campaigns with Leads and Opportunities

You can now associate one or more campaigns with lead and opportunity records in your sales application. You can also mark one of the associated campaigns as your primary campaign for a specific lead or opportunity. When you convert a lead to an opportunity, the campaign associations and the primary campaign check box is preserved on the converted opportunity.

CX Sales Mobile

Personalize the Home Page and Report List

Your sales representatives and managers now have the flexibility to show, hide, or reorder content on their mobile home page, and visualizations in their Reports list. A simple reset restores the home page or Reports list to your administrator configured settings.

Give Sales Managers Visibility into Team Performance with a New Home Page Experience

Accelerate sales managers' understanding of how their teams are performing with a prebuilt, metric-driven home page. Provide managers with a quick understanding of their team's open opportunities with the new team Pipeline card. Guide activity-based coaching decisions with insights into tasks that are overdue and due today with the Tasks Card. Blend the Sales Manager home page experience with Preferred List shortcuts to Reports, Accounts, Leads, Contacts, Around Me Map, and Appointments.

Define the Default Email Client to Use with CX Sales Mobile. Also, Prevent Users from Copying Data.

Configure which default email client the CX Sales Mobile app will use. Once this is set up, tapping an email icon or email address in CX Sales Mobile will launch the configured email client, instead of the device's default email client. Also included in this feature is the ability to disable the copy, cut, and paste actions, so that you can prevent sales representatives from copying data from CX Sales Mobile to other applications on their mobile devices.

Personalize Sales Records on the App's Map Using Workspace Saved Searches and Use New Features to View Multiple Records

Use Workspace saved searches to view accounts, contacts, opportunities, and leads that are near a sales representative's location. Users can scroll and search through multiple records shown on the map, using a list view. They can also view all contacts and opportunities at an account's location in a carousel view, and search for sales records in a targeted area on the map.

Sales Analytics

Add Additional Attributes in Existing Subject Areas for Enhanced Reporting Capabilities

Use more dimension attributes in the Sales - CRM Sales Account Resource and Sales - CRM Sales Account Territory subject areas. Supporting account resource and account territory reporting, the new dimension attributes include start date and archived date. These reporting additions to sales account resource role and sales account territory role enable tracking of active start date and end date.

Enable Reporting on CX Sales and Eloqua Synced Marketing Web Activities

Enable reporting on CX Sales- and Oracle Eloqua-synced marketing web activities. This feature lets you report using the new subject area, CRM - Marketing Web Activities, by enabling reporting on activities synced from Oracle Eloqua into CX Sales. This reporting enhancement proactively provides marketing context for sales users. This new business intelligence (BI) subject area gives you a detailed reporting overview and lets you show combined Sales and Marketing interactions for leads generated and synced from Oracle Eloqua to CX Sales.

Sales Automation Core Common

CX Foundation

Restrict Deletion of Master Geographies

Restrict the deletion of master geography data that's shared and used across Oracle Cloud Applications, such as Oracle Sales, Oracle ERP, Oracle HCM, Oracle SCM, and so on. When you delete geography data without cross reference analysis, the consuming applications are significantly impacted.

For example, ERP relies on geography data to calculate tax, and if you accidently delete the geography data, the tax calculations become invalid. Such deletions may also result in re-provisioning of Point of Delivery (PODs) in some cases.

CRM Common Components

Forecast Recurring Revenue Lines Using Only One Forecasting Date

You can now use a single date for forecasting recurring revenue lines. By setting a profile option, multiple recurring revenue lines are aggregated to a single close date (Opportunity Close Date). This means that only a single revenue line is required to calculate the total value for pipeline forecasts.

Add Current User as a Filter for Resource-Based Fields in Adaptive Search

You can now use the Is Me operator on resource-based fields in Workspace to add the current user as a filter when performing a search. This new operator lets you create saved searches with user-specific filters.

Accounts, Contacts, and Households

Rollup Supports General Ledger Calendar

You can now define rollups based on the accounting calendar. The start and end of your fiscal year and the time periods in the accounting calendar will be used while calculating the rollup values.

Render Employee Size on the Suggested List of Accounts Shown by Smart Data

The suggested list of companies rendered by Accounts smart data during the account creation flow is enhanced to include the employee size. This additional information helps salespeople understand the size of the company when selecting a record from the list.

Security

Data Access Using Access Groups Is Enabled By Default for New Customers

New customers no longer have to enable and activate predefined rules for system access groups to use access group data access. System access groups and predefined rules are enabled by default. Existing customers, however, must still enable and activate access group rules to use access group data access.

Monitor Access Group Scheduled Processes from the Access Groups User Interface

The Monitor subtab on the Access Groups user interface provides a single location where you can manage all the scheduled processes for access groups. You can run or cancel a process, view or update the schedule for a process, and monitor the status of an active process -- all from the Monitor page. This enhancement simplifies the administration of access group processes and lets you more easily identify failed processes that might be causing issues with data access.

Configure Team-Based Custom Object Security Using Access Groups

Enable team-based access to custom objects using access groups. Once added, a team member as well as his management hierarchy can access custom object records. With this feature, you no longer need to create custom data security predicates to secure custom objects based on teams.

Application Composer

Compare Application Composer Changes Between Environments

Compare Application Composer configuration changes between two environments during the migration process. You can check for configuration differences so that you can more easily troubleshoot issues that are occurring in one environment, but not in another.

Enable Left Outer Join on Custom Subject Areas with Secured Related Objects

You can now create custom subject areas that yield to a left outer join for both secured and unsecured dynamic choice lists on the related objects.

Import/Export Management

Use Alternate Keys to Link Custom Child Objects to Specific Customer Model Parent Objects During Import

You can now use the Original System and Original System Reference attributes to link custom child objects to specific customer model parent objects during import.

Dynamic Queue Size and Processing Improvements for Export Management

The export platform now dynamically manages the number of parallel jobs based on system capacity at runtime, in order to achieve optimal performance.

Import and Export Assignment Rules

Use Import and Export Management to import and export the assignment rules in your sales environment. Assignment rules let you assign resources and salespeople to business objects, such as an opportunity and lead. Once assigned, resources, along with their managers, have visibility to the business object. You can import the assignment rules previously exported from the same or another environment, or you can use this functionality to update multiple assignment rules at a time.

APIs

Use Enhanced Account Contact Child Object in REST API

You can use the enhanced Account Contact child object to view the details of contact person record, such as Sales Affinity Code and Buying Role, in the account contact child of the Accounts REST resource.

Search

Latitude and Longitude Attributes Not Displayed in UI by Default

The Latitude and Longitude attributes on the Address field are now set as hidden by default from the UI. Both attributes continue to be enabled in Adaptive Search but are mostly used in the background to support location searches. If you want to display these attributes in the UI, your sales administrator can display them from the Configure Adaptive Search > Configure UI screen.

Use Saved Search to View a List of Unaccepted Leads

You can now view a list of qualified or unqualified leads that haven't been accepted yet by using the New Unaccepted Leads saved search. This saved search is available by default to all users. Administrators can go to Manage Saved Searches and manage this new saved search if needed. 

Sales Force Automation

Customer Data Management

Purge Duplicate Resolution Requests in Pending and New Status

Remove unwanted, active resolution requests with the Purge Duplicate Resolution Data scheduled process.

Verify Email and Phone Numbers in Bulk

Verify email addresses and phone numbers, in addition to street addresses, in bulk, using batch requests.

Enterprise Contracts

View Supplier Sites in Fulfillment Lines

View all active sites for a supplier address in the fulfillment lines. The selected site is used in the agreement or purchase order created from the contract. The existing supplier address fields are renamed accordingly in the contract header, lines, and fulfillment lines to distinguish between the supplier address and the supplier site.

Differentiate Base Contracts Created from Sourcing Negotiations

Search for base contracts in Enterprise Contracts. To negotiate terms with several invited suppliers, a base contract is created without any primary parties in a sourcing negotiation flow. You can visibly differentiate a base contract from other contracts in the search results, contracts overview, and Oracle Transactional Business Intelligence (OTBI) reports.

Support Additional Parameters in Contracts Descriptive Flexfields for Setting Contexts and Filtering Value Sets

You can use the additional parameter Intent in the Contract Header Descriptive flexfield to automatically set the context to Buy or Sell. Based on the context, you can view the corresponding segments. Also, the additional parameters, ContractId and LineId, in the Contract Header and Contract Line descriptive flexfields, respectively, can be used to filter the values in the value set dynamically. For example, you can filter and display only the bill-to accounts of the contract's customer in a descriptive flexfield segment.

Use Deep Links to Access a Contract

You can use deep links to navigate directly to a contract, for example, from a BI report.

You can copy and save direct links to a contract. You can share the deep link that opens a contract with someone else, or you can manually add the link to any page, such as a report or user interface page.

Oracle Sales Assistant

Collaborate on Business Plans Using Microsoft Teams

You can now view and collaborate on business plans from Microsoft Teams. Simply click the action to add existing members of the business plan to a team in Microsoft Teams and start the collaboration directly from the Business Plan UI.

Suggest Most Recently Accessed Records from Oracle Sales Assistant

If you ask Oracle Sales Assistant for a record without providing context, the assistant suggests some records, if available, from the ones most recently accessed by you. This allows you to easily view and act on the record you are searching for.

Recreate a Team in Microsoft Teams using the Go to Microsoft Teams Action

When salespeople create an opportunity team from the sales application, the Create Team in Microsoft Teams action on the Edit Opportunity actions list automatically changes to the Go to Microsoft Teams action.

If for some reason, the team no longer exists in Microsoft Teams, the updated Go to Microsoft Teams action re-creates the team and saves it to the opportunity. When you click the action again, it automatically launches Microsoft Teams for the new team created.

Provide Tips and Help During a Conversation with Oracle Sales Assistant

Oracle Sales Assistant provides tips about any recommended next steps at the end of a conversation. You can also request help when viewing a list or a summary card. The assistant responds with a help message matching the context of the list or summary card. This feature improves your user experience with Oracle Sales Assistant.

Intelligent Advisor

Generate PDF/UA Accessible Forms

There is a new option to make Intelligent Advisor forms generated in an interview from RTF templates be PDF/UA (ISO 14289) compliant.

Debug Unsubmitted Interview Values

There is a new option in the Oracle Policy Modeling Debugger that allows you to include unsubmitted data in the inferencing that occurs in real time as screen data is entered.

French and Spanish Web-based Rule Authoring

Decision service rules can now be written in French and Spanish.

Attach Interview Transcripts

An interview transcript, that contains all of the interview questions asked and answers given during the interview, can now be submitted to a connected application as an attachment (in JSON format).