This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Feature | Notes |
|---|---|---|
| 21 JUN 2019 | Simplified Sales Forecasting | Updated document. Revised feature information. |
| 26 APR 2019 | Manage Simplified Contract Terms as a DOCX File | Updated document. Delivered feature in update 19B. |
| 08 MAR 2019 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update.
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Campaign Views in Engagement Cloud
Sales representatives and Sales Managers can view meaningful information about marketing campaigns and campaign members from the Campaigns user interface (UI). For example, they can use the campaign summary data to view associated leads, contacts, opportunities, and revenue amounts.
Administrators can easily determine the effectiveness of a campaign by viewing the Campaign Return on Investment (ROI) report from the Campaigns landing page.
Set up resource-based sales forecasting with a single click using the Configure Simplified Sales Forecasting page. This setup enables resource-based sales forecasting to automatically create territories using the resource hierarchy, thereby eliminating complex territory setup. It also automates owner-based assignment of opportunities for a streamlined setup experience.
Please contact support before enabling this feature, if your implementation already has territories configured.
IMPORTANT: Adaptive Search is available only to an initial set of early adopters. If you are interested in becoming an early adopter, apply for access on the Engagement Cloud - Search and Workspace User Experience forum on Oracle Cloud Customer Connect.
Configuration UI for Global Search Powered by Adaptive Search
Configure which objects to enable and the attributes to display in global search results. These enhancements improve search capabilities and allow search results to display in a more relevant format, all of which improve and speed customers' search tasks.
Default Subtab Navigation from Workspace List Page
Administrators can set any subtab as the default tab in the company-defined detail page layout of standard and company-defined objects. Drill down from workspace list page will set the focus on the modified default subtab. This provides the user with the most relevant information based on their role that is required for their day-to-day operation and ensures consistent behavior when navigating to the details page of the standard and company-defined objects.
Configure Standard Columns for Company-Defined Child Objects
For company-defined child objects, you can configure standard WHO columns like Created By, Created Date, Updated By, and Updated Date for Workspace search. Including these columns in the Workspace search gives users a richer application experience.
One-to-Many Relationships for Company-Defined Objects
Company-defined, one-to-many relationships created between standard objects and company-defined objects are available in adaptive search. The availability of these relationships in search lets users include the related objects in their searches when the parent object is searched, thus providing cross-referenced results.
Adaptive Search for CX Cloud Mobile
Adaptive Search in CX Cloud Mobile
Enable the use of CX Search APIs in the CX Cloud Mobile app, so that you're able to search multiple fields, rather than just a single field. Using CX Search APIs also improves search performance.
NOTE: This feature requires that Adaptive Search be configured in Oracle Engagement Cloud and then also enabled for CX Cloud Mobile. Currently, Adaptive Search in CX Cloud Mobile can be enabled for object list views and object pickers only
Object Activity User Adoption Reporting
As part of User Adoption analytics, report on Object Activity metrics by users, such as number of records created or the number of records updated. Analyze how frequently users are creating and updating records in the application to better understand trends and patterns in object activity by all users in your organization. Additionally, correlate user login metrics, such as the number of active days, along with object activity metrics to correlate and understand productivity and usage post-login.
Report opportunity note information using a new subject area called Sales - CRM Opportunity Note. This subject area allows reporting of notes captured in an opportunity record.
Activity Subtype as a Standard Field
The Activity Subtype field provides sales managers and partner sales managers with more granular control of the Activity Type values so they can accurately track sales performance by activity. Once an administrator creates Subtype values and defines Type-to-Subtype mappings, sales representatives benefit from pre-filled Type and Subtype values, reducing time-consuming data entry and other data entry errors.
With the addition of the Activity Subtype as a standard field, you can:
- Create values for the Subtype field depending on the Type value, allowing you to track sales performance by activity.
- Define relationships between the two values.
- Auto-populate the Type and Subtype values for auto-created tasks, such as logging calls, and follow-up activities created in the context of an activity, like creating a call report or a follow-up appointment or task.
- Auto-populate supplied values from the parent activity when you create a call report or a follow-up appointment or task.
- Search for specific activity subtypes.
Ability to Hide Details Page Layouts Overview Section
Hide the overview section that appears at the top of detail page layouts for standard objects in CX Cloud Mobile. The overview section that appears at the top of detail page layouts is not configurable, so if there are fields in the overview section that you're not using, you can hide the overview section so that it doesn't appear.
Custom Scripts in CX Cloud Mobile
Write custom scripts for Oracle CX Cloud Mobile so that custom validations and business logic can be enabled within the app, in both online or offline modes. You can write scripts for the following events for any object:
- On Create
- Before Save
- After Save
- On Field Change
Scripts can be applicable to all users or to users in specific regions or countries.
End users can review and manage service requests associated with accounts and contacts.
Enhanced Sync Status Feedback in Client
In the client, users can view information about the last sync from the client to Oracle Engagement Cloud. Details include whether the sync completed successfully or if any issues were encountered during the sync.
Automatic Creation of Equivalent Records in Office 365 During Engagement Cloud Record Creation
When users create tasks, appointments, or contacts in Oracle Engagement Cloud, the records are also created within Office 365, with no synchronization required.
Support for DFFs on Customer Account Site Purpose Field
Create and expose Descriptive Flexfields (DFFs) on the Customer Account Site Purpose Field in the Oracle Financials Cloud UI.
RESTful Service to Create and Manage Users as Resources
Use the Resource Users RESTful web service to create and manage users as resources. More capabilities have been added for better management of resource users to suit various business needs and to facilitate integration.
With the Resource User RESTful service, now you can:
- Convert an existing worker to a resource.
- Create standalone resources.
- Create top user and root node creation (top of hierarchy).
- Manage individual resource roles.
- Support nonsales usage for resource user management.
NOTE: Future-dated transactions not supported.
Incentive Compensation Rate Table Reporting
Use Incentive Compensation – Rate Table Real time Subject Area to Analyze & Report Rate Tables, its dimensions and tier values. This Subject area is designed to support reporting requirements for IC Plan Admin, IC Manager & IC Analyst – mainly for Rate Table admin type reporting. There are two facts - # of Assignments and # of Values and these facts are secured by Plan Component and Participant respectively. Reporting is supported only on those Rate Tables that have an assignment to a plan component or a performance measure.
View and utilize the participant plan number that's generated automatically by the application. The participant plan number is a unique identifier for the participant plan. You can view it in the Compensation Plans, Participant Assignments, and Participant Snapshot work areas. You can also use the participant plan number to view and individualize participant plans using the Participant Compensation Plan web service.
RESTful Services to View, Build, and Maintain Incentive Compensation Business Objects
Enable users to view, build, and maintain Incentive Compensation business objects using these RESTful services:
- Participant Compensation Plans: View and individualize the participant compensation plan.
- Pay Groups: The existing service is enhanced to create and maintain pay group assignments. View assignments created directly and assignments created by a role.
- Payment Batches: The existing service is enhanced to create a payment batch and then submit the process to generate paysheets for the batch.
- Payment Plans: The existing service is enhanced to create and maintain payment plan assignments. View assignments created directly and assignments created by a role.
- Payment Transactions: The existing service is enhanced to update and delete manual adjustments.
- Paysheets: The existing service is enhanced to update paid paysheets with payment acknowledgment information from your payment system.
- Transactions and Credits: Create, update, and view transactions and transaction credits.
Set up rule qualifiers globally for multiple business units. Previously, you could set up rule qualifiers for each business unit individually. With this change, you can define new qualifiers based on global segment Descriptive Flexfields (DFFs) one time, and all the business units in the instance will automatically inherit the same.
Setup of the new qualifiers based on business unit context segment DFFs are still defined for each business unit individually. You can now add new operators to the existing custom qualifiers in edit mode.
Obsolescence Notice: Payment Export
This is advance notice of the pending obsolescence of the payment export feature available using the Payments work area, Export Payments task.
If you are exporting payment information from Incentive Compensation for your payment system, you are most likely using the flexibility and configurability of Oracle's Business Intelligence reporting to meet your needs. As a result, we plan to obsolete the little-used export payments feature in the Payments work area. If you have configured your own export, then there is no impact to you. If you planned to use the payment export feature associated with the Export Payments task, then we would like to steer you to Oracle Business Intelligence reporting instead.
Manage Simplified Contract Terms as a DOCX File
When contract terms sourced from a simplified terms template are downloaded, they are saved as a DOCX file instead of an XML file. This is a more familiar format and avoids confusion when the document is circulated for editing or comments.
Administrators can use the Access Explorer tool to quickly resolve access issues reported by users.
To identify the cause of an access issue, the administrator must be able to view the access policies currently defined for a user, and all the policies that provide access to the relevant object. The Access Explorer tool displays both types of information. The administrator can view the following:
- All the access policies granted to a user for an object, and the roles that provide the access policies
- All the policies that affect a user's ability to view an object record
Using this information, administrators can quickly determine why users can or can’t view records, and then grant or revoke the appropriate data security policies as required.
Account Sync Between Financials and Engagement Cloud
Customer accounts and contacts in Oracle Financials Cloud are an integral part of the billing process. Users create or import account and contact records in Financials Cloud. After they're in Financial Cloud, a synchronization process synchronizes the records to Oracle Engagement Cloud, thus making sales reps aware of the details of sales accounts that exist in Financials Cloud. Without this synchronization, sales reps may not know when their sales accounts become actual billing accounts.
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