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.

Subscription Management

Update Pricing Terms for Multiple Subscriptions

Update pricing terms for multiple subscriptions at once. You can do this by updating the pricing method and the percentage by which the pricing should change.

Enable Proration of One-Time Charges

Prorate one-time charges and return credit for one-time charges when a subscription is closed. You can select the Enable Proration check box for a one-time charge on the Edit Product page. This lets you prorate and return credit for that one-time charge.

Override Renewal Duration at Subscription and Subscription Product Levels

Specify an override for the renewal duration at the subscription level, as well as at the subscription-product level, and have the renewal consider that override. Automatic and manual renewals uniformly apply a rule-based renewal duration for all the eligible subscription or subscription products. This feature lets you override the renewal duration at the subscription and at the subscription product level.

View And Override Close Credit Amount

View and override the credit provided when a subscription is closed. You can use the Calculated Credit Amount field to view the credit that will be issued as a part of close and override the credit using the Override Credit Amount field.

Analyze Subscription Trends for a Cohort of Customers

Analyze subscription trends for a cohort of customers. You can use the Cohort Overview Dashboard to analyze trends for a cohort of customers who had active subscriptions in the past month and track the trend of Monthly Recurring Revenue (MRR), Total Contract Value, MRR churn and renewal rates for this cohort. You can also analyze the list of customers in a given cohort that churned.

Improve ASC606 Compliance During Subscription Life Cycle

Choose how your revenue contracts are accounted for during the life cycle of a subscription. You can determine how subscription amendments, renewals, and pricing terms are accounted for in Oracle Revenue Management. You can use the Revenue Management Rule for Amendment and Revenue Management Rule for Renewal attributes in subscription profiles to choose how to manage revenue when a subscription is amended or renewed. For each rule, you can either create new performance obligations or create a new revenue contract in compliance with ASC606 regulations.

Analyze Coverage Entitlements and Adjustments

Analyze coverage subscriptions by entitlements and adjustments. You can use the Subscription Management - Coverage Entitlements and Adjustments Real Time subject area to create OTBI reports that can be used for analyzing coverage entitlements and adjustments.

Undo Close

Undo the closing of a previously closed subscription. You can use the Undo Close action from the Edit Product page of subscription-type products. This lets you return the subscription to the status it was in prior to the closing of the subscription, and undo any billing changes that occurred due to the closing.

Partner Relationship Management

Partner Relationship Management

New Privilege to Identify Fusion PRM for Partners Users

We have introduced a new privilege, Identify Partner Users (ZPM_PARTNER_USER_PRIV), to identify users of the Fusion Partner Relationship Management for Partners Cloud Service (Fusion PRM for Partners). This privilege will be required in a future release for users of Fusion PRM for Partners functionality. In Update 22C, this privilege will automatically be included in the standard Partner Sales Representative, Partner Sales Manager, and Partner Administrator roles via the upgrade process.