Update 23B

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

This guide summarizes all features that have been delivered for this Release including new features available as a part of our continuous feature delivery process.

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Sales Automation Core Common

CRM Common Components

Update Opportunity Status Based on Quote Status

The status of an opportunity can now be updated automatically based on changes to the status of the active quote in Oracle CPQ associated with the opportunity.

Identify Sales Restricted Users Using Privileges

Identify users of the Sales Restricted User job role using new privileges. The privileges are Identify User As Sales Restricted User Limited and Identify User As Sales Restricted User Essential. They are used for usage reporting purposes.

Manage Message Templates

Use message templates to provide teams with standard content they can customize and send to leads, opportunities and account contacts. Message templates are available for use in Next Gen Sales.

Create Routines for Event Triggers and Select Child Objects

You can now create routines for the lead contact, opportunity contact, opportunity revenue and interaction references and include parent attributes in the rules. Delete is also available as a quick action to delete routines that are no longer needed. When a routine is deleted, the routine definition and history are permanently deleted. In addition, if you're using Next Gen Sales you can trigger a routine to run when an event occurs, such as when a record is created, updated, or deleted.

Support Search Functionality on Foldout Subviews

This feature will allow reps to search for information in the context of a Subview for the Top level objects like Account, Contact Opportunity, Lead.

Orchestration Guidance Foldout Panel for displaying orchestration guidance steps , actions and current objectives.

This feature will use the Orchestration Foldout Panel to display orchestration guidance steps, the Orchestration Action, and the Objectives corresponding to the Current stage of the opportunity. This feature will also allow Sales reps to see next steps automatically without having to manually refresh the Page

Search

Use Dynamic Dates in Workspace Date Filters

Now you can add date filters using dynamic dates in Workspace. For example, you can add a filter on opportunities where close date is in the next 7 days. This helps in creating more useful saved searches based on rolling dates. 

Customer Center

Empower Users to Interactively Drill Into and Explore Sales Account Relationships and Hierarchies

As a Sales representative, you can now select an Account relationship context that aligns with your interests and objectives and browse child and parent accounts in a tabular format. This new capability helps you to quickly view, compare, and consume knowledge for all related Accounts.

Enable users to inspect and interact with a new extensible hierarchy viewer

The new Account hierarchy sub-view page enables the salespersons to browse and interact with parent and child Accounts to learn more about the Accounts structure. This view provides an opportunity for the salesperson to find other related Accounts within the same, familiar organization structure to sell into other branches.

CX Foundation

Compose emails using Email templates

Users can compose and send emails with pre-defined email templates.

Store sensitive data with Private Notes

Sales users can create private notes to log sensitive updates and other sensitive information on a record.

Sales Automation Foundation Common

CX Sales Mobile

Allow Access to CX Sales from Managed Mobile Devices Only

Use your corporate device management software to allow access to CX Sales from only managed devices. Using this approach, you can additionally restrict access from a specific platform, including iOS and Android.

Recommend Contacts to Add to Leads and Opportunities from Meeting Notes

The application analyzes the text of meeting notes and recommends the addition of any missing contacts mentioned in the notes. For example, a  salesperson working a lead gets the recommendation when they mention the name of an account contact that isn’t yet added as a lead contact.

Identify potential duplicates when creating new Contacts and Accounts

Maintain a clean book of business with duplicate matching for CX Sales Mobile. When creating a new contact or account, Enterprise Data Quality checks for potential matches based on your organization's duplicate matching criteria. If a similar account or contact exists, users can select an existing record or proceed with creating the new record.

Sales Analytics

Multi-Select Filters in Application Usage Insights

Users can select multiple filter values for a filter in Application Usage Insights. The insights rendered in visualizations, charts and dashboard pages will reflect the filter values selected.

Sales Force Automation

Enterprise Contracts

Upload Your Contract Document in the Background

You can upload your contract document from the Contract Terms page or Oracle Contracts Word add-in using an automated scheduled background process. The process status is displayed as a banner and you can continue to perform limited actions from the Contract Terms page while the upload is in progress. You are notified when the contract document is uploaded. You can override this option if you want to upload your document in real time.

Display Content Control in Downloaded Word Document

If you're using structured terms, you can choose to display content control boxes in Microsoft Word when the contract is downloaded. Displaying content control boxes around existing sections and clauses makes it easier to see where to add new content to the downloaded contract. This helps you quickly locate and view what changes were made to the contract when uploaded to the application.

Customer Data Management

Use Enhanced Interface for Defining Configurable Scoring Logic for Calculating Profile Quality Score

Configure a score based on the completeness and attribute values of a customer profile using additional attribute operator.

Next Gen Sales User Experience

Create Orchestration Processes Using a Diagram Tool

Sales administrators can create orchestration processes as a diagram.  Additional enhancements include the ability to test the process as a simulation before making it live. This release also makes it possible to add a grace period for steps, and to automatically complete steps depending on the interactions salespeople have with customers.

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 Faceted Filters in a New Intuitive Search Bar

Experience an enhanced and intuitive design of Search Bar on the list page where you can now see and use filter chips and clicking on them brings up filter facets. This makes the searching and filtering data much easier.

Automatically send follow up emails to customers on behalf of the sales rep using Orchestration Process

Sales administrators can set up emails to be sent automatically when a customer fails to reply to an email. For example, If a sales rep requests availability for a discovery call and the customer fails to reply, the Orchestration process can automatically send a follow up email to the customer on behalf of the sales rep. 

Use a Sales Guide in Orchestration

Administrators can now add a Sales Guide to a step in the Orchestration process. Sales representatives can then use the Sales Guide to help in completing the step.

Use a Sales Guide during a call or web conference

Sales representatives can use Sales Guides during an active call or web conference, to help with their customer meeting.

Sales Assistant

Oracle Sales Assistant Welcome Message in CX Sales Mobile

Present sales representatives a welcome message with tailored suggestions as to what they can ask the Sales Assistant in CX Sales mobile to do.