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:

Date	Module	Feature	Notes
30 JUN 2023			Created initial document.

Overview

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Feature Summary

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.

Disabling snippet field removes it for users who do not use it and cleans up the Manage Columns list.

Steps to Enable

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

Access Requirements

Available for administrators. 

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.

Users can view the list of most relevant items from Service Request object in Workspace, NextGen List and Mobile.

Steps to Enable

Register new object through REST API - {{url}}/crmRestApi/resources/latest/userContextObjectTypes. 

For sample payload and detailed steps, please refer to documentation. 

Tips And Considerations

Refer to the documentation for detailed steps to enable User Context for Service Request. 

Access Requirements

This is available for application administrators.

Transfer Message Templates to Production

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

Message templates created in stage to work with Orchestration flows, can now be transferred to production without the need to recreate the message templates in production and reattach to Orchestration.

Steps to Enable

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

Access Requirements

The following roles can manage message templates:

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

Upload Attachments for Message Templates

Upload attachments to provide teams with recommended content for message templates used within Digital Sales. This allows teams to easily include product information with an email.

It's common to include attachments, such as additional product information, with an email. Now, administrators can provide teams with recommended content for a message template.

Steps to Enable

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

Access Requirements

The following roles can manage message templates:

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

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

Sales administrators can now control access to sales intelligence features and assign required privileges to select users who need to use these features.

Steps to Enable

1. Sales administrators can access task 'Enable Sales Intelligence' from Setup and Maintenance.
2. Follow the guided process on self service onboarding to enable required sales intelligence features
3. Ensure that you provide required privileges to any custom user roles who need to view sales intelligence features.

Access Requirements

Assign below functional privileges to users who need to view sales intelligence features

1. View Sales Recommendation privilege - for viewing sales recommendations

2. View Sales Insights privilege - for viewing sales insights

3. View Similar records privilege - for viewing similar accounts and any similar records resulting from custom 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.

Allows migration of saved searches between test and production pods using REST services. 

Steps to Enable

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

Tips And Considerations

Refer to documentation to find detailed steps to perform the export and import of the saved searches 

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.

This feature would improve the usability hence it would boost the productivity of the sales person

Steps to Enable

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

Tips And Considerations

1. The Activity Feed Feature must be enabled in the NextGen Sales and the Activity feed subview must be available for the drill-down to be successful. 
2. Users cannot drill-down to any custom Activities Subview for an Object using this feature. 

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.

If needed, you can still run the process on demand for specific objects. If you want to run the process more frequently -- such as in less than one-hour intervals -- then you can update the default frequency to meet your needs rather than creating a manual schedule.

This enhancement:

• Prevents the flooding of processes in the system and avoids stuck processes.
• Provides an easy way for you to update the default frequency for each object according to your business needs.
• Optimizes the scheduled processes in the system, thereby saving server resources.
• Empowers security managers to quickly migrate to access groups.

Steps to Enable

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

Tips And Considerations

• In previous releases, the assignment process ran automatically every 6 hours for an object if it's supported by near real-time access. (Near real-time is available for objects that support signals.) For objects that didn’t support near real-time access, the assignment process automatically ran every hour.
• For objects that use near real-time access, users get access in near real-time. For objects that don’t have near real-time access, users need to wait until the next automatic schedule process runs to get access Or you can run the process on demand to get access quickly

Steps to update the default frequency

While this feature is enabled by default, if you want to update the default frequency of 1 hour for any object, you can. Here’s how:

1. Navigate to Tools > Sales and Service Access Management > Access Groups > Monitor.
2. In the Perform Object Sharing Assignment subtab, in the Process Scheduling section:

• In the Object field, select the object you want to update the frequency for.
• In the Frequency field, in minutes, set how often you want the assignment process to run. Note that the frequency needs to be in at least 15-minute increments.
• Click Update to update the next scheduled run and all further schedules according to the latest frequency that was set.

If you want to run the process on demand or immediately:

1. To run the process immediately, select the object and click Start Process.
2. To view the log file, navigate to the list of scheduled processes and click the log file link. There you can see the object that you scheduled to refresh, as well as the process ID.

IMPORTANT: If you schedule the process manually to run for an object, then the Orchestration involvement ends for that object. Instead, the manual schedule that you have introduced will always be used in the future. We recommend using the Orchestration framework for performance benefits and as much possible avoid the manual schedule. Reach out to Oracle Support to enable the Orchestration involvement again.

Additional Tips and Considerations

• With this update, all existing default schedules submitted by the system automatically via the Publish process are cancelled.
• This change applies to both new and existing customers using access groups. Note: For existing customers, any custom schedules will continue as is and the Orchestration job does not apply to those objects.
• Near real-time processing is now enabled by default for objects on access groups.
• The automatic assignment process updates all records since the process was last run.
• If the automatic process errors out, it reruns during the next scheduled run.
• The profile option, Real-Time Transaction Tracking Enabled (ORA_ZCA_TRANSACTION_TRACKING_ENABLED), to enable real-time processing no longer applies.