- Revision History
- Overview
- Sales Automation Core Common
- Sales Automation Foundation Common
- Sales Force Automation
November Maintenance Pack for 22D
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Module | Feature | Notes |
|---|---|---|---|
| 06 OCT 2022 | Created initial document. |
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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.
Next Gen Sales User Experience
Call and Send Emails from the Activities Page
Salespeople no longer have to send emails or make calls separately. Appropriate actions are now available directly from the Actions menu for each activity listed on the Activities page. For example, a salesperson calling a contact regarding a pending appointment can now select the Call action from the activity instead of navigating to the contact to make a call.
Edit Tasks and Appointments Directly from the List of Activities
Salespeople save time by directly editing a task or an appointment listed in the Activities work area. Editing an activity directly from the list view means salespeople don't have to drill down into the record or search for the activity manually.
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Module | Feature | Notes |
|---|---|---|---|
| 17 NOV 2022 | Intelligent Advisor | Web Authoring of Custom-Rendered Interactive Advice Flows (22C Monthly Update 2) | Updated document. Delivered new feature in update 22D. |
| 17 NOV 2022 | Intelligent Advisor | Intelligent Advisor Flow Component in Visual Builder (22C Monthly Update 2) | Updated document. Delivered new feature in update 22D. |
| 17 NOV 2022 | Intelligent Advisor | Get a Report of Project Inclusions Using the REST Service (22C Monthly Update 2) | Updated document. Delivered new feature in update 22D. |
| 14 NOV 2022 | Search | My Smart List Saved Searches Renamed to My List |
Removed feature from update 22D. |
| 08 SEP 2022 | Created initial document. |
HAVE AN IDEA?
We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.
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.
Support Purged Worker Sync Using the Maintain Party and Location Current Record Information Scheduled Process
Use the Maintain Party and Location Current Record Information scheduled process to sync purged worker type records in Human Capital Management to Customer Data Management person party records.
Purge Inactive Sales Households
Purge household data from your test and production instances, rather than retaining the information in an inactive state. You can purge these records to adhere to data protection regulations and as part of housekeeping activities. You can purge records based on filter criteria that you specify.
Manage and Use Custom Territory Attributes for Territory-Based Assignments
Sales operations teams can assign territories using custom territory attributes. For example, organizations might want to track revenue by different groups of sales representatives within their territories. One group might focus on new customers, while another group focuses on renewal of current subscriptions. Using the custom attribute territory feature, you can separately track revenue for both groups of sales representatives. This means that records are matched with the revenue based on a new territory or a renewal territory.
Expand Scheduling Options for Routines
You can now schedule routines to run hourly. Hourly routines are limited to 250 records per run. This option is available to all administrators with access to routines.
The Routines dashboard now has an option to run on demand. Use this option to run a routine immediately when you need to view the results or to re-run a routine after correcting errors.
Create Quote from an Opportunity Automatically
You can enable the automatic creation of a quote in Oracle Configure, Price, and Quote (Oracle CPQ) from an opportunity by using rules so that salespeople can access the quote directly without having to manually create it.
View and Search Dynamic Choice List Field Values Based on Resource Object
You can view, search, and add filters on all dynamic choice list fields for the Resource object using Adaptive Search. A dynamic choice list is a field that contains a list of values that are populated from the actual data of another object. This feature lets you use resource-based filters to return a set of search records that best suits your requirements.
Click Refresh Icon in Workspace to View Latest Search Results
Users can now simply click the new Refresh icon in Workspace to get the latest data in Workspace, without having to reload their browser page. This improves the user's experience while working with Workspace.
Use Domestic and Global Ultimate Oracle DataFox Identifiers in Account Import
Use additional account hierarchy information, such as top hierarchy account, and identifiers from Oracle DataFox, such as domestic ultimate and global ultimate identifier, in Account Import Management.
Use Hierarchy-Related Top Account and Oracle DataFox Identifiers in Accounts REST API
Use additional account hierarchy information, such as top hierarchy account, and identifiers from Oracle DataFox, such as domestic ultimate and global ultimate identifier, in the Accounts REST API.
Sales Automation Foundation Common
Capture Competitor Details in Leads
This feature lets you track competitors for a lead and identify one of them as a primary competitor. When you convert a lead to an opportunity, the mapped competitor information is automatically carried over to the opportunity.
Use Natural Language Processing to Recommend Actions from Meeting Summary Minutes
You can enable the app to use natural language capabilities to analyze meeting minutes and suggest follow-up appointments and tasks, or to create contacts. Salespeople can accept the suggestion and take action on it, or dismiss the suggestion. This feature frees up salespeople's time and assists with day-to-day sales activities. As an administrator, you can decide which fields are analyzed and which follow-up actions are recommended.
Display Workspace-Based Visualizations in Home Cards and the Reports List
Enhance the level of insight available to sales representatives and managers by displaying data visualizations based on Workspace lists on home page cards and in the reports list. Tapping a segment of a parent report reveals a list of records associated with the respective segment. Selecting a list item reveals its associated record.
Enable Record-Based Visualizations that Drill-Down to OTBI Reports
Embed visualizations related to a record in its detail page, such as Account 360 reports. Utilize any page value that matches a report prompt, such as PartyID, to ensure relevance of insights. Enhance granularity of insights by enabling drill-down to Oracle Transactional Business Intelligence (OTBI) reports from visualizations that appear in both record detail pages and in the reports list.
Report on Total Payment Amount in Home Currency Using the New Column in the Paysheet Subject Area
You can now report on total payment amount in your home currency using the new column added to the subject area Incentive Compensation - Paysheet Summary Real Time. This new column lets you report on total payment amounts in your participant home currency. The new column is called "Total Amount in Home Currency".
Application Usage Insights Redesigned for Enhanced User Experience
The Application Usage Insights interface is redesigned for a new and modern user experience. All visualizations are now available from a single page providing easier, faster, and more intuitive access to usage insights. A single click expands each visualization with quick facts and more detail. You still get all the great features from the previous versions, such as filters, drill-downs, and access to custom objects, but with easier access.
Click History Logging and Application Usage Insights Charts Disabled by Default
Click history logging is disabled by default beginning in Update 22D and must be enabled for use. This setup step impacts click history reporting in Application Usage Insights and for the CRM – CRM Click History subject area in Oracle Transactional Business Intelligence (OTBI). All charts within Application Usage Insights are also disabled by default beginning in Update 22D. Automatically disabling these items delivers improved system performance and efficiency. If you want to use click history reporting or Application Usage Insights you can enable them by changing the ORA_ZCA_CH_DISABLE profile option value to No. If you've already been using these features, you'll find them disabled in Update 22D and must re-enable them, as a one-time step.
Next Gen Sales User Experience
Guide Salespeople Through Best Practices for Each Sales Scenario
Sales managers and administrators can use the new Sales Orchestration feature to create processes that guide salespeople through best sales practices for different sales situations. At each stage of the opportunity life cycle, the sales process can suggest different actions. You can require different that tasks be completed, appointments and calls be made, and information be added before the opportunity can move to the next sales stage.
Update Multiple Records at the Same Time in List Pages
You can select more than one record from the list page and update them at the same time. For example, you might want to change the owner of multiple records or update the close date field value on all selected opportunity records at once. This helps improves efficiency by reducing the number of clicks when the same update needs to be done on multiple records.
Use Consistent Attribute Mapping When Enriching Accounts and Contacts Through Different Applications
Use a single, consistent attribute mapping for all CX Sales enrichment processes. The attributes get enriched during smart data, real-time, or batch enrichment and sync operations. You can manage the single mapping using the Manage Oracle Data as a Service Attribute Mapping and Preferences task for all enrichment processes in CX Sales.
Assign a Customer Profile Quality Score to Account Records Based on Configurable Scoring Logic
Configure a score based on the completeness and attribute values of a customer profile. You can then use a batch process to assign and maintain the score as an attribute of the account profile.
Negotiate Sales Agreement Pricing in a Different Currency Than Price List Currency
Author sales agreements in multiple currencies without setting up price lists in each currency. If the currency conversion rate is defined between the price list currency and the contract currency, the list price and adjustments in the sales agreement line will be priced by considering the conversion rate.
This feature applies to sales agreements where pricing information is derived from Oracle Order Management Pricing.
Protect Supporting Documents from Deletion
Protect your supporting documents from being inadvertently deleted. Adding the new privilege, Delete Supporting Documents by Contract Status, to the required roles lets you restrict the deletion of supporting documents in all contract statuses other than Draft and Under Amendment. To restrict the deletion of supporting documents in all contract statuses, revoke the existing privilege, Delete Supporting Documents, for specific roles.
Use Updated Rich Text Editor in Enterprise Contracts
Use the latest built-in rich text editor when editing clause text in Oracle Enterprise Contracts. Enjoy a simplified, more modern interface while using the same features available in the prior version of the editor.
Use Improved Manage Microsoft 365 Task Page for Setting Up the Add-in
In this release, we have reorganized and reworded some of the settings on the Manage Microsoft 365 task page. A few settings that aren't relevant any longer have been removed.
Configure Custom Scripts for Microsoft Teams
Oracle Sales Assistant in Microsoft Teams supports conversational creation of tasks, appointments, and call reports. Use the CX Sales Mobile Scripts tool to assign existing scripts to the Microsoft Teams channel for Oracle Sales Assistant. You can also create custom scripts that can be triggered for the On Create, Before Save, and After Save events. For example, a custom script can be triggered when a Microsoft Teams user creates a task using the sales assistant. Or, you can trigger a script to validate or enforce some rules before or after a task is saved. This helps you configure Oracle Sales Assistant in Microsoft Teams to match your business requirements.
Configure Channels Outside a Sandbox and Validate the Setup
Configure channels for Oracle Sales Assistant outside a sandbox. Previously, you needed to be inside a sandbox to configure the channels. In addition, you can now use a status tool to determine if the setup for Oracle Sales Assistant is complete and ready to use.
Web Authoring of Custom-Rendered Interactive Advice Flows (22C Monthly Update 2)
Flow projects in Intelligent Advisor Hub allow any user to design an interactive advice flow in a web-based authoring environment.
Intelligent Advisor Flow Component in Visual Builder (22C Monthly Update 2)
The Intelligent Advisor Flow component in Visual Builder allows for the easy rendering of Intelligent Advisor flows in web or mobile applications.
Get a Report of Project Inclusions Using the REST Service (22C Monthly Update 2)
You can now get a report of project inclusions as a JSON array using the REST API (v12.2.28).