Update 23C

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

CRM Common Components

Hide the Snippet Field from the Edit Columns list in Workspace

The Snippet field displays part of the record that shows up as matched as a result of your search query. Often users don't require or use this field so you can now hide it so that it doesn't appear in the Edit Columns list in Workspace.

Enable User Context for Service Request

Administrators can now perform relevancy scoring calculation for Service Request. This allows for having relevancy based saved searches in Adaptive Search, which helps to view the list of most relevant items from Service Request object in Workspace, NextGen List and Mobile.

Transfer Message Templates to Production

Message templates can now be transferred to production so they can be used with supported processes, such as Orchestration.

Assign Functional Privileges to Users of Sales Intelligence

You can assign new functional privileges to users who need to view sales intelligence features. You can use the new privileges to secure user access to:

• Sales recommendations
• Sales insights
• Similar accounts and
• Similar records as outcome of sales machine learning models

Migrate Saved Searches between environments using Saved Search Number

You can now migrate saved searches between your test and production pods using REST services. REST uses the saved search number to migrate a saved search from one environment to another without losing the reference to the saved search. Keeping the reference the same across environments allows other areas of your sales application such as the Sales Dashboard to be migrated without any reference changes.

Navigation Pattern enhancement to support drilling down to the Activity Stream from other parts of the sales application.

This feature will provide the framework support to allow sales reps to drill down into activities and communication in the activity stream from different parts of the sales application for example the My Activities List or from the bell Notifications. Sales reps will be able to drill down to the relevant activity in the activities stream from the Activity Foldout Panel using this feature. 

Create Routines for Additional Objects and Select from Expanded List of Email Recipients

You can now create routines for custom child objects and conversation messages. Also, for routines that send emails, you now have the option of selecting from an expanded list of recipients to add to your email messages. For example, in addition to those names listed on the record, you might want to email the owner manager, account owner and all team members, or include team members by function.

Security

Use Orchestration to Optimize Access Group Assignment

The Perform Object Sharing Rule Assignment Processing scheduled process now runs based on Oracle’s Sales Orchestration intelligence, in the form of an automatic scheduled process that runs every hour.

Orchestration triggers the assignment process based on some logical conditions. Here are the conditions that trigger the assignment process:

The object:

• Is enabled to use access groups
• Has at least 1 record in the transactional table
• Doesn’t have the assignment process currently running for it
• Doesn’t have a manual schedule set up for the assignment process that was created in the past 24 hours

The Orchestration process, named Evaluate Access Group Orchestration, only triggers the Perform Object Sharing Rule Assignment Processing scheduled process automatically if it meets these conditions.

Sales Automation Foundation Common

Sales Analytics

Application Usage Analyses Displayed by Default in Application Usage Insights

Analyses embedded within the Application Usage dashboard tab in Application Usage Insights now display by default regardless of the ORA_ZCA_CH_DISABLE profile option value. If the ORA_ZCA_CH_DISABLE profile option is set to Yes then only the analyses embedded within the Page Views dashboard tab are not displayed. Note the Applications Usage dashboard tab was formerly named Objects, and the Page Views tab was formerly named Sessions.

Sales Force Automation

Enterprise Contracts

Display Header and Footer on Downloaded Word Document

You can add images, logos, and contract attributes such as the contract number, contract type, party name and so on, to the header or footer of your layout template. If you download the contract to Microsoft Word in DOCX format, the header and footer content is now displayed which provides contextual information to easily identify to which contract the document relates. This improves the consistency of the contract when viewed across different formats such as RTF, Word, or PDF.

Next Gen Sales User Experience

Use custom verbs and synonyms for object and field names in action bar suggestions

Enhanced API to support adding custom verbs, nouns and corresponding synonyms. With this, customers can define custom verbs or synonyms that action bar uses to provide more precise suggestions.

Expanded Access to Next Gen Sales User Experience

The Next Gen Sales User Experience is automatically exposed and available to new customers beginning with the 23C release. Existing customers not already using the Next Gen Sales User Experience can opt-in to expose it. Existing customers already using the Next Gen Sales User Experience will access it the same manner they already are, with no change.

Common Product Administration, Product Bundling and Product Launch

Support product bundling including structure, pricing, and launch capability, integrating with Oracle CPQ and offering a unified user experience for product administration.

Forecast in Next Gen Sales User Experience

Next Gen Sales modern and intuitive user experience offers sales managers real-time visibility into forecasts and the ability to make summary and line-item adjustments, fostering effective collaboration and communication within sales teams. A key feature is the highly interactive drag-and-drop functionality, which allows managers to swiftly apply executive judgment and improve forecast accuracy.

Customer Data Management

Microsoft 365 Integration for Oracle Sales Redwood User Experience

Microsoft 365 Integration for Oracle Sales Redwood User Experience (Redwood UX) is now generally available in 23C.

Microsoft 365 Integration for Redwood UX consists of the next generation Oracle Sales for Outlook add-in and sync capabilities.

The Oracle Sales for Outlook add-in is redesigned for a prescriptive approach, catering to task-oriented flows that would add value for the sales reps as they go about their daily activities, while providing an actionable summary. The add-in focuses on what is relevant for the Microsoft Outlook channel by providing complete sales information, relevant to sales reps' Outlook meetings and emails, in a glance. The add-in utilizes OAuth for users to stay signed in longer based on your company's policy.

The Redwood UX sync has enhancements to improve the sync experience while continuing to support the existing sync capabilities such as bi-directional appointments, contacts, and tasks sync between Sales and Exchange, as well as auto sync of business relevant appointments. You can set default Workspace saved searches across the organization for appointments, tasks, and contacts sync from Sales to Exchange, and also allow users to set their preferred saved searches. In additional to sharing an email via the add-in, sales reps can also simply set the ‘Shared with Oracle’ category in Outlook to share an email to Sales. Emails are shared as conversation messages and any responses can be automatically shared.

Setup and administration is easy whether you are new to the Microsoft 365 integration for Oracle Sales Redwood UX or if you are already using the existing CX Sales for Microsoft 365 integration. With the Microsoft 365 integration for Oracle Sales Redwood UX, a new guided Oracle Sales for Outlook tool in application composer is provided to help you with the setup and sync settings. If you are already using the existing integration, some settings will be automatically set based on your existing sync configurations. 

Out of the box predefined layouts are provided for you to get started for the Oracle Sales for Outlook add-in. Tailoring the layouts for your add-in is easy with the Oracle Sales Outlook Composer in application composer. We also  provide an import feature if you want to migrate your customizations from your existing CX Sales for Microsoft 365 add-in or from your CX Sales Mobile app.