Update 22D

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 Performance Management

Territory Management

Manage and View Custom Territory Dimensions

Allow sales operations teams to define up to 10 custom dimensions, in addition to the existing 7 account, 3 auxiliary, and 3 opportunity/lead dimensions. You can view and manage custom dimension members for active and draft territories. Additionally, you can manage and review custom dimension members for territories using the Territory REST services, and Export and Import Management. Custom dimensions can be used to drive territory assignment to sales accounts, opportunities, leads, deals, and partners.

Incentive Compensation

Run Calculation Process at the Same Time Across Business Units

The calculation process is now compatible across business units for customers who have multiple business units. Customers who want to run the calculation process in one business unit will no longer be blocked by a calculation process running in another business unit.

Identify Anomalies in Credited Transactions

Identify patterns in credits and transactions using historical data by running the Gather Credit Insights process. Get hidden insights into your data and identify credit anomalies by running reports comparing current data with summarized historical data. Sample reports are embedded in the health dashboard available in Cloud Customer Connect.

Run Crediting for a Subset of Transactions

Run the crediting process for specific transactions within a date range using transaction selection rules. 

Prevent Role Assignment Rule Mistakes and Mass Role Deletions

Use error detection to avoid mistakes when managing assignment rules and participant roles.

Import Pending Hire Participants from HCM

Import employees with hire dates in the future using the participant selection rules.

Import Performance Measures, Plan Components, and Plans in Bulk

Create performance measures, components, and plans in bulk by filling Excel templates and uploading them using Import Management.