Update 22C

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

CX Foundation

Support Delete and Restore of Predefined Data

Support delete and restore options for predefined data, such as a custom resource role and relationship type. This feature helps you to temporarily hide certain listed data and also re-instate them back later, if needed.

CRM Common Components

Use Date Variables in Routine Actions

Routines let you specify date variables to calculate the date based on the routine run date plus or minus a specific number of days in integer format. For example, for the Update Field and Create Task actions, you can create a task or update a field with a due date of the routine run date plus 7 days. This means that if all routines rules are met, the routine will continue to process and update records 7 days past the specified due date.

Use Additional Fields for Mass Update in Workspace

You can now mass update additional fields on multiple records. These additional fields include choice list fields based on objects that aren't available in Adaptive Search. This makes the mass update feature more usable and complete.

Select both Date and Time to Filter Date-Time Fields in Workspace and Work Areas Supported by Adaptive Search

You can now select both date and time filters on specific date and time fields to narrow down your list of search results. This saves you time because you can conduct more focused searches.

View Near Real-Time Smart List Saved Searches in Workspace

View near real-time smart list saved searches in the Workspace. The user context engine now provides near real-time user context, and in turn drives smart lists to display the most relevant and contextual records.

Receive Email Notifications for Publish Jobs

You can receive email notifications about the status of completed Publish jobs for Adaptive Search. For example, you're notified about the successful completion of published processes, or receive an alert of failed processes that might be causing issues with data access. This helps administrators to better manage the Adaptive Search publishing process.

Accounts, Contacts, and Households

Use Auditing to See Who Deleted Household Records and When

Track deleted household object records using the audit reporting tool.

Undo Enrichment of a DataFox-Enriched Account

The enrichment process ensures that the account data powering your Sales application is clean, complete, and actionable. In a rare occurrence, when enriching a record, the matching process may match an incorrect record with the enrichment source. For example, a salesperson in charge of an account can accidentally enrich the account with that of the parent company located in the same address. In such a case, the salesperson needs to undo the enrichment and enrich the account with the correct company information. With the Undo Enrichment feature for DataFox, the salesperson can remove the previous enrichment and re-enrich the record so that the account in Sales is enriched with the correct company information.

Use New Task for Data Enrichment

As announced in the Release Readiness docs in Update 22B, we have removed the following two deprecated Functional Setup Manager tasks from the sales application: 

• Manage DataFox Data Enrichment Integration
• Manage Integration with Oracle Data as a Service 

Use the Manage Data Enrichment Integration task for configuring enrichment credentials.

Simplified Setup

Review the Status of Your Sales Setup

Customers starting a sales implementation can review the status of the required initial setup tasks by running a report from within the Setup Assistant. The report confirms which tasks have been completed and recommends actions for those that haven't. You can rerun the status check at any point. The setup check saves time by providing a quick snapshot of your setups in a single view, rather than requiring you to check each setup individually.

Import and Export Management

Save the Advanced Options in Import and Export Management

You can now save the import and export job advanced options for subsequent reuse on the Import and Export Management user interface.

Use Specific Alternate Keys to Link Objects on Data Import

You can use specific applicable alternate keys, such as Public Unique Identifier (PUID) or a combination of Original System and Original System Reference value, to uniquely identify and link objects based on pre-defined relationships on data import.

Sales Automation Foundation Common

Leads and Opportunities

Access to Opportunity Team Members for Partner Users

Partner users can now access all opportunity team members, subject to resource security. This gives you the flexibility to control how partner users view, add, and modify opportunity team members.

Sales Catalog

See Product Changes in Audit History

View the audit history of changes users make to Product fields and attachments for products. 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

Disable App Screen Recording or Taking Screenshots of the App

Use your corporate Mobile Device Management software, or the CX Sales mobile configuration app, to configure CX Sales Mobile so that users can't record the CX Sales Mobile app pages or take screenshots of the app. This helps prevent data being copied and viewed outside of the app, making the data secure. This feature currently is available only for Android devices.

Use Filters On Dynamic Choice List Field Pickers on Mobile App

Use simple or advanced filters on dynamic choice list fields, so that the corresponding object picker displays a filtered set of records. When users use the object picker, they see the records that meet the filter criteria, so that they choose from the correct set of records.

Display the News Feed on the Home Page for a User's Most Relevant Accounts

Provide sales representatives and managers with timely news about their accounts on their CX Sales Mobile home page. This information is curated by Oracle DataFox, so that salespeople reduce time spent on account research and meeting preparation. Sellers can quickly browse the recent news highlights, read the news articles of further interest, and have handy access to the related accounts to take notes or update contacts. Accounts that receive news are sourced from the My Smart List for Accounts Workspace search, so that users only see signals related to their priority customers.

Remember the Last Used Saved Search on Dynamic Choice List Pickers

Dynamic choice list pickers now retain the user's last used saved search on each picker separately from the last used saved search for the object's list view. With this enhancement, when you use a saved search on a dynamic choice list picker to filter the records displayed on a picker, each field retains the last used saved search by the user.

Choose to Enable or Disable Confirmation Messages Globally, by Region, and by Role

Configure which roles and regions receive confirmation messages when a record is created or a lead is converted. Alternatively, you can disable these messages for all users.

Sales Analytics

Drill Down to User, Manager, Region, and Role in Application Usage Insights

In Application Usage Insights you can now drill down from an organization or team view to insights for a specific user, manager, region or role. Page filter labels are also updated with the terms Enterprise and My Organization. Sales administrators will typically use Enterprise, whereas sales teams will typically use My Organization.

View Payment Balances by Earning Type Using the Incentive Compensation Analyst Dashboard

Use the earning type filter in the Incentive Compensation Analyst Dashboard to view participant payment balances by earnings type.

Earning Type and Description attributes have been added to the Incentive Compensation Participant Balances Real Time Subject Area to more clearly display balances by Earning Type.

Support Renewal Forecasting Enhancements in Sales Forecast Reporting

To protect your growth and reduce churn, analyzing your business for risk should be at the forefront of your renewal forecast process. Renewal forecasting reports enable sales managers and sales staff to manage their renewal subscription forecasts. This enhancement added to Sales CRM Forecasting and Pipeline Revenue Real Time subject areas lets sales users:

• Report on renewal forecast metrics
• Display forecast items
• View forecast category indicator for renewal items
• Enable more granular reporting capabilities

Presentation Column Accurately Captures Product Group Deletion Values

Product group deletion attributes exist in sales subject areas and aren't showing correct, meaningful values. Instead of changing the values of the existing presentation column, the product deletion identifier has been hidden, and a new Active identifier attribute has been introduced. This identifier shows the active status of product groups accurately, inline with application interface.

Sales Force Automation

Next Gen Sales User Experience

Adopt the Next Gen Sales User Experience

Oracle Next Gen Sales is the new user experience for Oracle Sales, built with the Redwood UX design platform. It’s purposefully designed for sellers to make their sales application as simple, intuitive, and fun to use as their favorite consumer applications.

Customer Data Management

Use Merge Request Override to Manage Organization Tax ID Attribute

Use the Merge Request override option for organizations to manage an organization's Tax ID attribute. Data stewards can now manually override the configured Tax ID attribute survivorship logic while processing merge requests.

Use Survivorship Rules to Automatically Select the Master Record for Duplicate Resolution Links

Use your configured Survivorship Rules to automatically select the master record of Duplicate Resolution Link sets produced through the resolution request process. The same processing options and logic that have been available for Merge requests will now also be applied to Duplicate Resolution Link requests.

Access the Data Quality Rules Configuration Task in the Common Tasks Category in Application Composer

Access the Data Quality Rules Configuration task in the Common Tasks category instead of the Advanced Configuration area in Application Composer. This change helps you have a simpler and cleaner navigation experience.

Sales Assistant

Show All of Your Saved Searches from the List of Matching Saved Searches

Sales Assistant provides a list of similar saved searches that match your search criteria. If you don't see the saved search you're looking for in the list of matches, you can click Show all saved searches to display all of your saved searches. This helps you locate and select the saved search that you want.

Enterprise Contracts

Use DocuSign OAuth 2.0 Authentication When Signing Contracts

Sign contracts electronically with OAuth 2.0 authentication. OAuth 2.0 provides better security and reduces the compliance risks associated with liability and privacy law.

Notify When Contracts Are Shared in the Supplier Portal

Contract managers can notify suppliers when they share the contract for their review. Suppliers receive notifications by email and can view contract notifications in Oracle Supplier Portal. Having uploaded their updates, suppliers can notify the contract manager that the contract is ready for review directly from the Manage Contracts task in the Supplier Portal. As a result, communication between your organization and your suppliers is streamlined, and you can work together to process negotiation rounds more efficiently.

Sales for Microsoft 365

Enhancements to Bi-directional Appointment Sync

We are introducing these enhancements to the bi-directional appointment sync process: 

• The sync process enables auto-assignment of an account when syncing from Outlook to CX Sales. 
• The process won't sync the past appointments from CX Sales to Outlook.
• Current and future appointments deleted in CX Sales are deleted from the Outlook as well.
• Appointments sync will be consistent with the manual sharing, where users mark the appointments as Shared with Oracle.

Intelligent Advisor

Default Visibility for List Inputs

When using a list input in an interview, you can now specify a default visibility for the list, and individual values in the list can reference the default visibility.

New Permissions for API Clients

Viewer and Author roles can now be added to API clients in Intelligent Advisor Hub.

Download a Project using the REST Service

Managers can now download a Policy Modeling project version from Intelligent Advisor Hub and build it using the Oracle Policy Modeling build command-line tool. The functionality available in the Projects REST API (v12.2.28) has also been expanded to include Policy Modeling projects (previously it only supported decision service projects).

Enhancements to Deployed Decision Service Projects

You can now allow a deployed decision service to be shared with all workspaces. In addition, there is now a warning message if you attempt to delete a deployed decision service project that is referenced from a Policy Modeling project. 

New Data Types and Functions in Decision Service Projects (22B Monthly Update 2)

Two new field data types have been introduced for decision service projects to enable authors to work with relationships between records. In addition, new functions have been added so authors can make decisions for more complex object scenarios.

Control Access to Intelligent Advisor Interviews with Oracle Identity (22B Monthly Update 2)

Oracle Identity can now be configured as an authentication provider for interviews so users and groups managed in Oracle Identity Cloud Service can be associated with Intelligent Advisor for access control purposes.

Intelligent Advisor Component in Visual Builder Supports Interview Redirection

The Intelligent Advisor component in Visual Builder now supports the redirection from one Intelligent Advisor interview to another.