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:

Date	Module	Feature	Notes
11 MAY 2023			Created initial document.

Overview

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Feature Summary

Sales Automation Core Common

Trading Community Architecture

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.

This feature improves sales rep efficiency by eliminating their need to manually update an opportunity’s status to reflect the active quote’s status. In the past sales reps had to manually update the opportunity status to “Won” or “Lost” after the active quote associated with the opportunity was won or lost. This feature will automate this step once the required setup steps are completed. This feature also better keeps the opportunity status and active quote status synchronized.

Steps to Enable

This feature is useful for customers who have both the Oracle CX Sales Opportunity and Oracle CPQ. Both these applications are required for the feature to work. Additionally the profile options that require a mandatory win or loss reason to close the opportunity and to specify the competitor the deal was lost to, must both be disabled.

1. Disable profile option MOO_CLOSE_WINLOSS_REQD by setting the value to N

2. Disable profile option MOO_CLOSE_COMP_REQD by setting the value to N

3. Enable profile option ORA_MOO_AUTO_UPDATE_OPPTY_STATUS by setting the value to Y

4. The Display Sequence across all status codes in Manage Sales Status FSM task must be unique.  This display sequence is used to select the right Opportunity status as part of automatic update.

Tips And Considerations

1. We use the status of "Won", "Lost" and "In Progress" of Oracle CPQ as defined in the Lookup ORA_ZCA_WIN_STATUS. All other statuses are not considered as part of the auto update.

2. If additional custom fields are required to update the sales stage when an opportunity is closed, then we cannot update the opportunity automatically and an error message will be logged.

Key Resources

1. Integrating CX Sales with Oracle CPQ

https://docs.oracle.com/en/cloud/saas/configure-price-quote/faicp/index.html

Access Requirements

The feature can be enabled by users with Sales Administrator privileges.

Identify Sales Restricted Users Using Privileges

New privileges are introduced to identify users of the Sales Restricted User job role for usage reporting purposes. The new privileges are:

• Identify User As Sales Restricted User Limited (ZBS_IDENTIFY_USER_AS_SALES_RESTRICTED_USER_LIMITED_PRIV)
• Identify User As Sales Restricted User Essential (ZBS_IDENTIFY_USER_AS_SALES_RESTRICTED_USER_ESSENTIAL_PRIV)

The privilege required depends on whether you have purchased the Oracle Fusion Sales and Service Limited Cloud Service or Oracle Sales Cloud Essential User Cloud Service license. These privileges are automatically included in the standard Sales Restricted User job role using the upgrade process. However, if you have cloned this role or created a custom role, you will need to manually add the correct new privilege to the role.

Introducing these privileges improves the management, access, and counting of Oracle Fusion Sales and Service Limited Cloud Service and Oracle Sales Cloud Essential User Cloud Service license users.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

• Users of the Oracle Fusion Sales and Service Limited Cloud Service or Oracle Sales Cloud Essential User Cloud Service license should uptake the relevant privilege to facilitate usage counting. The privileges are automatically added to the Sales Restricted User role. However, you must manually add the correct privilege to custom roles or roles cloned from the Sales Restricted User job role.

• Oracle Fusion Sales and Service Limited Cloud Service license users will add the ZBS_IDENTIFY_USER_AS_SALES_RESTRICTED_USER_LIMITED_PRIV privilege

• Oracle Sales Cloud Essential User Cloud Service license will add the ZBS_IDENTIFY_USER_AS_SALES_RESTRICTED_USER_ESSENTIAL_PRIV privilege

Key Resources

Security Reference for Sales and Fusion Service guide. See the Sales Restricted User (Job Role) section.

Access Requirements

Sales Administrator

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.

Message templates save time by providing teams with curated content, and provide consistency across the Sales.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Message templates can be used with Orchestration steps and the Send Email action. Both are available with Next Gen Sales.

Access Requirements

Manage Message Templates privilege is provided with the following roles:

• Sales Administrator
• Application Implementation Consultant
• Customer Relationship Management Application Adminstrator

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.

Event triggers allow administrators to inform stakeholders of key changes so they can react in a relevant time period. For example, inform owners when the owner is changed for a lead, opportunity or task. Routines for child objects allow updates to child records based on the parent and child condition.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

When a routine is deleted, the routine definition and history are permanently deleted.

Key Resources

See the "Routines" chapter in the Implementing Sales guide.

Access Requirements

Event triggers are available in Next Gen Sales for users with the Manage Routines privilege.

The following roles have the Manage Routines privilege:

• Sales Administrator
• Application Implementation Consultant
• Customer Relationship Management Application Administrator

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

This feature improves usability for the users hence would improves their productivity

Steps to Enable

Provide the required access before using the feature. Details are in the Access #Requirements section.

You must enable the orchestration feature by setting the profile option Enable Orchestration (ORA_ZCA_ENABLE_ORCHESTRATION) to Yes at the site level, and for lead and opportunity management.

1. Open the Manage Administrator Profile Values task from the Setup and Maintenance work area:

   • Offering: Sales

   • Functional Area: Sales Foundation

   • Task: Manage Administrator Profile Values

2. On the Manage Administrator Profile Values page, search for the profile option by entering 

   Enable Orchestration

    in the Profile Display Name.

3. Select Yes as the Profile Value for Site, Lead Management, and Opportunity management.

4. Click Save and Close.

Access Requirements

A user must have the "View Sales Orchestration"  Functional Privilege,   ZCA_VIEW_SALES_ORCHESTRATION to access orchestration runtime functionality. 

Support Search Functionality on Foldout Subviews

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

This feature will improve the ability of reps to find information in the subview which would boost their productivity, which would improve sales. 

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

1. Fields that are not Queryable cannot be searched using this feature
2. Not all fields available in the object can be searched using this feature supported fields would be displayed for selection in the dropdown for searching.

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.

Helps in creating more useful saved searches based on rolling dates.

Steps to Enable

You don't need to do anything to enable this feature.

Access Requirements

Available for all users.

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 from the Accounts list view to 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.

This new feature provides an interactive way for sellers to inspect the parent and child relationships to their account. It gives sellers a better, more productive working list view that enables new opportunities and more selling into the account structures

Steps to Enable

1. Under Navigation -> Tools ->  Schedule Processes -> Schedule New Processes, you need to search the following scheduled process name
2. Scheduled Process Name: Refresh Denormalized Data for Account Hierarchy
3. Description: Refreshes the denormalized data for the account hierarchy.
4. Click Ok.
5. Process Details dialog box opens. Click Advanced button.
6. Under Advanced Options, you need to expose a parameter for Full Refresh under Parameters tab which is by default selected as No.
7. Go to Schedule tab under Advanced Options and select the frequency of refresh as per your requirement. For example, if the hierarchy is changed frequently, you need to select the frequency to be either Daily, Weekly or Monthly as per your requirement.
8. Click Submit.

After an upgrade, a full refresh should only be performed once. Rerun requests should only be made when data has been added to or deleted from the hierarchy. Depending on how frequently the hierarchy is altered, you must schedule this job and choose the frequency. A job will behave as a Full Refresh if it is run in this mode for the first time; otherwise, the job will sync only impacted nodes.

Key Resources

This feature is being released in May 2023. See the Accounts and Contacts chapter of the Implementing Sales guide in the May update.

Access Requirements

You need to add this privilege HZ_RUN_TRADING_COMMUNITY_ACCOUNT_HIERARCHY_CHANGE_IDENTIFICATION_PRIV to an admin role.

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

The new Account hierarchy sub-view page enables salespersons to browse and interact with parent and child Accounts to learn more about the Accounts structure and parent-child relationship.

The new Account hierarchy sub-view page provides an opportunity for the salesperson to inspect other, related Accounts within the same organization structure to sell into other branches.

Steps to Enable

1. Under Navigation -> Tools ->  Schedule Processes -> Schedule New Processes, you need to search the following scheduled process name
2. Scheduled Process Name: Refresh Denormalized Data for Account Hierarchy
3. Description: Refreshes the denormalized data for the account hierarchy.
4. Click Ok.
5. Process Details dialog box will open. Click Advanced button.
6. Under Advanced Options, you need to expose a parameter for Full Refresh under Parameters tab which is by default selected as No.
7. Go to Schedule tab under Advanced Options and select the frequency of refresh as per your requirement. For example, if the hierarchy is changed frequently, you need to select the frequency to be either Daily, Weekly or Monthly as per your requirement.
8. Click Submit.

After an upgrade, a full refresh should only be performed once. Rerun requests should only be made when data has been added to or deleted from the hierarchy. Depending on how frequently the hierarchy is altered, you must schedule this job and choose the frequency. A job will behave as a Full Refresh if it is run in this mode for the first time; otherwise, the job will sync only impacted nodes.

Key Resources

This feature is being released in May 2023. See the Accounts and Contacts chapter of the Implementing Sales guide in the May update.

Access Requirements

You need to add this privilege HZ_RUN_TRADING_COMMUNITY_ACCOUNT_HIERARCHY_CHANGE_IDENTIFICATION_PRIV to an admin role.

CX Foundation

Compose emails using Email templates

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

1. Enable users to compose emails with predefined email messages templates readily available to use
2. Increases productivity and saves time for users by eliminating manually typing repetitive content
3. Creates brand consistency as consistent messaging is communicated across to customers

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Email Templates with Oracle Email

Prerequisites:

To enable email templates in Oracle Email, for the profile option ORA_ZCA_DS_EMAIL_OPTIONS, the profile value should be set to Oracle mail (This option is enabled by default).

Steps to select an email template:

1. Upon clicking on the 'Send Email' action from the assistant, the email compose form opens up in the Sales Cloud application
2. To select an email template, the 'Email Template' icon with drop-down is available at the bottom of the form
3. Upon clicking the icon, a drop-down displays the list of email templates that are enabled by the admin with pre-defined messages
4. Select the desired template, and the message will be loaded in the email compose form

Email Templates with MS Exchange Redwood Compose UX

Prerequisites:

To enable email templates in Oracle Email, for the profile option ORA_ZCA_DS_EMAIL_OPTIONS, the profile value should be set to MS Exchange Redwood Compose UX.

Steps to select an email template:

1. Upon clicking on the 'Send Email' action from the assistant, the email compose form opens up in the Sales Cloud application
2. To select an email template, the 'Email Template' icon with drop-down is available at the bottom of the form
3. Upon clicking the icon, a drop-down displays the list of email templates that are enabled by the admin with pre-defined messages
4. Select the desired template, and the message will be loaded in the email compose form

Email Templates with MS Exchange Office 365:

Prerequisites:

For email templates to be enabled with MS Exchange, for the profile option ORA_ZCA_DS_EMAIL_OPTIONS, the profile value should be set to MS Exchange Office365 UI.

MS exchange should be configured in the application before this functionality can be invoked.

Steps to select an email template:

1. Upon clicking on the 'Send Email' action from the assistant, a pop up opens in the application prompting the user to select an email template
2. If the user does not wish to select any email template, they can select the 'Skip' option
3. If the user wishes to use a template, they can search for a template using the search drop-down.
4. Select the desired template, and the message will be loaded in the MS exchange email compose form

Email Templates with Native Client:

Prerequisites:

For email templates to be enabled with a native client, for the profile option ORA_ZCA_DS_EMAIL_OPTIONS, the profile value should be set to OS Native UI.

A native email client should be configured in the user's desktop/laptop i.e Outlook, Apple mail etc.,

Steps to select an email template:

1. Upon clicking on the 'Send Email' action from the assistant, a pop up opens in the application prompting the user to select an email template
2. If the user does not wish to select any email template, they can select the 'Skip' option
3. If the user wishes to use a template, they can search for a template using the search drop-down.
4. Select the desired template, and the message will be loaded in the email compose form on the native email application

Access Requirements

Sales Representatives

Store sensitive data with Private Notes

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

Enables users to store personal or sensitive information about a contact, account, or opportunity in the Oracle Sales application where the notes are visible only to the creator.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

1. To mark a note as private, a checkbox is available in the ‘Create Note’ form to make a note as private

2. Using the action 'Show Private Notes' from the action bar, users can view the private notes created by them 

3. If the users wish to share the note, the private option can be unchecked in the note form which will make the note as public. Once made public, the note will be visible to all in the activity feed

Access Requirements

Sales Representative

Customer Data Management

Data Quality

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.

This enhancement allows more flexibility in defining how to determine a customer profile score.

Steps to Enable

You don't need to do anything to enable this feature.