November Maintenance Pack for 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:

Date	Module	Feature	Notes
06 OCT 2022			Created initial document.

Overview

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Feature Summary

Sales Force Automation

Next Gen Sales User Experience

Call and Send Emails from the Activities Page

Salespeople no longer have to send emails or make calls separately. Appropriate actions are now available directly from the Actions menu for each activity listed on the Activities page. For example, a salesperson calling a contact regarding a pending appointment can now select the Call action from the activity instead of navigating to the contact to make a call.

This feature increases productivity by letting sales reps access and perform actions easily and efficiently. The activity records are automatically marked as completed, thus eliminating manual updates by the user.

Steps to Enable

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

Key Resources

• See the "Appointments and Tasks" chapter in the Using Digital Sales guide in the November 2022 update.

Role And Privileges

• Sales Representative

Edit Tasks and Appointments Directly from the List of Activities

Salespeople save time by directly editing a task or an appointment listed in the Activities work area. Editing an activity directly from the list view means salespeople don't have to drill down into the record or search for the activity manually.

This feature improves efficiency by eliminating multiple clicks, enabling salespeople to perform actions with a single click.

Steps to Enable

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

Key Resources

• See the "Appointments and Tasks" chapter in the Using Digital Sales guide.

Role And Privileges

• Sales Representative

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:

Date	Module	Feature	Notes
17 NOV 2022	Intelligent Advisor	Web Authoring of Custom-Rendered Interactive Advice Flows (22C Monthly Update 2)	Updated document. Delivered new feature in update 22D.
17 NOV 2022	Intelligent Advisor	Intelligent Advisor Flow Component in Visual Builder (22C Monthly Update 2)	Updated document. Delivered new feature in update 22D.
17 NOV 2022	Intelligent Advisor	Get a Report of Project Inclusions Using the REST Service (22C Monthly Update 2)	Updated document. Delivered new feature in update 22D.
14 NOV 2022	Search	My Smart List Saved Searches Renamed to My List	Removed feature from update 22D.
15 SEP 2022			Created initial document.

Overview

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.

Change in Implementation Guide Strategy 

Beginning in Update 22D, our implementation guide titles and purposes have been strategically restyled. Additionally, one guide has been removed from Oracle Help Center. Here are the details:

• Implementing Sales: This guide (formerly called Implementing Digital Sales) provides concepts and procedures you need to implement a sales force automation solution using key sales features. You should refer to the Implementation Reference guide to implement additional features that aren't covered here.
• Implementation Reference: This guide, formerly called Implementing Sales, covers additional CX Sales features that aren't implemented by a majority of customers. It also provides reference material like core Fusion technology concepts and procedures, and configuration and setup of the CX Sales UI.
• Getting Started with Your Sales Implementation: This guide has been removed from Oracle Help Center. The majority of its content is now in the Implementing Sales guide.

NOTE ABOUT DOCUMENTATION AVAILABILITY

Some of the documentation referenced in this article may not be available until after general availability of the release update on October 7. Check back after general availability for complete information.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Update Tasks

This section gives you information to help you plan, deploy, and validate your update. We make frequent additions to this document, so don’t forget to check back and get the latest information before your update starts.

Use the following resources to prepare for, deploy, and validate your update:

• Read Prepare for your Quarterly Update (Doc ID 2445338.1) on My Oracle Support to learn how to prepare for and validate your quarterly update.

• Publish or delete any in-progress sandboxes. Read the Overview of Sandboxes topic in the Configuring and Extending Applications guide for more information.

• Review the latest Known Issues and Update Documents for this release (Doc ID 1603154.1) on My Oracle Support.

• Review Oracle CX Sales and B2B Service: Removed Features (Doc ID 2530879.1) on My Oracle Support.

• Review the IMPORTANT Actions and Considerations in this document, to see what additional actions you may need to take after your update.

Optional Uptake of New Features (Opt In)

Oracle Cloud Applications delivers new updates every quarter. This means every three months you'll receive new functionality to help you efficiently and effectively manage your business. Some features are delivered Enabled meaning they are immediately available to end users. Other features are delivered Disabled meaning you have to take action to make available. Features delivered Disabled can be activated for end users by stepping through the following instructions using the following privileges:

• Review Applications Offering (ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV)
• Configure Oracle Fusion Applications Offering (ASM_CONFIGURE_OFFERING_PRIV)

Here’s how you opt in to new features:

1. Click Navigator > My Enterprise > New Features.
2. On the Features Overview page, select your offering to review new features specific to it. Or, you can leave the default selection All Enabled Offerings to review new features for all offerings.
3. On the New Features tab, review the new features and check the opt-in status of the feature in the Enabled column. If a feature has already been enabled, you will see a check mark. Otherwise, you will see an icon to enable the feature.
4. Click the icon in the Enabled column and complete the steps to enable the feature.

For more information and detailed instructions on opting in to new features for your offering, see Offering Configuration.

OPT IN EXPIRATION

Occasionally, features delivered Disabled via Opt In may be enabled automatically in a future update. This is known as an Opt In Expiration. If your cloud service has any Opt In Expirations you will see a related tab in this document. Click on that tab to see when the feature was originally delivered Disabled, and when the Opt In will expire, potentially automatically enabling the feature. You can also click here to see features with Opt In Expirations across all Oracle Cloud Applications.

Feature Summary

Sales Automation Foundation Common

Leads and Opportunities

Capture Competitor Details in Leads

This feature lets you track competitors for a lead and identify one of them as a primary competitor. When you convert a lead to an opportunity, the mapped competitor information is automatically carried over to the opportunity

Tracking competitor data provides you with useful insights for your leads and prospects. For example, you can plan appropriate sales strategies to help close deals more effectively.

Steps to Enable

Here are the high-level steps to expose the Competitor subtab in the Leads page.

1. Ensure you're working in an active sandbox.
2. Navigate to Application Composer, in the Configuration category.
3. In the navigation tree, expand Standard Objects, expand Sales Lead, and click Pages.
4. In the Details Page Layouts region, click the duplicate icon.
5. From the Configure Subtabs dialog window, move Competitor from the Available Subtabs to the Selected Subtabs window.
6. Click OK.
7. Publish the sandbox.

Here's how to enable the Primary Competitor field to allow salespeople enter a competitor for a lead.

1. In an active sandbox, use Navigator to go to Configuration > Application Composer > Sales Lead > Pages.
2. Add the Primary Competitor field to the Edit Lead page layout.
3. Save your changes and publish the sandbox.

Key Resources

See this content:

• "Leads" chapter in the Using Sales guide
• "Competitors" chapter in the sales Implementation Reference guide

Role And Privileges

• All users who have access to leads

CX Sales Mobile

Use Natural Language Processing to Recommend Actions from Meeting Summary Minutes

You can enable the app to use natural language capabilities to analyze meeting minutes and suggest follow-up appointments and tasks, or to create contacts. Salespeople can accept the suggestion and take action on it, or dismiss the suggestion. This feature frees up salespeople's time and assists with day-to-day sales activities. As an administrator, you can decide which fields are analyzed and which follow-up actions are recommended.

This feature saves salespeople from having to manually perform many follow-up activities that are almost always required after a meeting with their customers. It also ensures that opportunities to pursue follow-up activities aren't missed.

Steps to Enable

Leverage Application Composer to expose and adjust page layout and attributes. To learn more about extending your application using Application Composer, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

Here are the high-level steps to enable the feature:

IMPORTANT: It's recommended that you follow the detailed steps in the "Use Natural Language Processing to Recommend Actions from Meeting Summary Minutes" topic in the "CX Sales Mobile" chapter of the Implementing Sales guide.

1. Set up Oracle Sales Assistant following the steps in the "Sales Assistant" chapter in the sales Implementation Reference guide. If Oracle Sales Assistant is already set up, you can skip this step.
2. In Oracle Digital Assistant, create a Webhook Channel and assign it to the Sales Skill imported from the Skill store.
3. Enter the Webhook URL and Secret key obtained in the previous step, into the Configure Text Analysis task.
4. Create a profile option named CXM_ENABLE_RECOMMENDATION and set the profile value to Yes.
5. Navigate to the CX Sales Mobile configuration tool and enable the options for recommendations in the Settings.
6. Test the setup with a sample call report, or update an appointment description by entering sample meeting minutes and ensure that you see recommendations for follow-up activities in the app.

Tips And Considerations

• Since the feature uses natural language processing to identify intents and entities from meeting minutes, there may be cases where recommendations are generated by mistake, or they aren't generated when they should be. If this happens, please contact My Oracle Support and share the text that didn't work as expected, so that we can use that to train the model for natural language processing.

• This feature currently only supports text entered in English.

• Here are some sample utterances that generate recommendations:
  • Examples of text that generate the create task recommendations:
    • Send email with notes.
    • Email Jenn the implementation plan.
    • Plan is to follow up in two week to close open items in the pilot.
    • Action item: Share the deck with John.
    • Call Joe on Friday.
    • Send quote to Blake next week.
    • Send email today to Marcellus.
  • Examples of text that generate the create appointment recommendation:
    • Send an invite to Jessi for next week.
    • Need to setup a call for the demo.
    • Schedule follow up with Bake and Jason next Friday.
    • Schedule follow up call on April 3 at 3pm.
    • Next step is to schedule follow up meeting next Friday at 4:00 pm.

Key Resources

• See the "Use Natural Language Processing to Recommend Actions from Meeting Summary Minutes" topic in the "CX Sales Mobile" chapter of the Implementing Sales guide.

Role And Privileges

• Sales Administrator to enable the feature
• Sales Representatives or Sales Managers who will see recommendations on their mobile devices

Display Workspace-Based Visualizations in Home Cards and the Reports List

Enhance the level of insight available to sales representatives and managers by displaying data visualizations based on Workspace lists on home page cards and in the reports list. Tapping a segment of a parent report reveals a list of records associated with the respective segment. Selecting a list item reveals its associated record.

Help sellers and managers turn insight to focused action on new leads, aging tasks, key opportunities, and other important items in Oracle Sales.

Watch the below videos for more information:

• Demo Video: Create and Add Visualizations to the Homepage
• Demo Video: Homepage Reporting Experience

Steps to Enable

Leverage Application Composer to expose and adjust page layout and attributes. To learn more about extending your application using Application Composer, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

1. In Workspace, create the search that will be used to find and filter the data for the visualization (if that search doesn't already exist).
2. While outside of a sandbox, navigate to Application Composer > Visualization Configuration.
3. Click Add.
4. Under Source Type, select Adaptive Search.
5. Under Source, search for and select the preferred saved search.
6. Choose dimensions and other preferences for the visualization.
7. In the Drill Down section, change Action from None to Link.
8. Set Status to Active and click Save.
9. Return to the Oracle Sales home page and create or enter a sandbox.
10. Add visualizations to the Reports List in the same way as other visualizations are added.
11. Add visualizations to the Mobile home page by following these steps:
    1. Navigate to the Cards section of the mobile configuration tool in Application Composer and either select a custom layout, or clone a standard layout.
    2. Scroll to the bottom of the layout and select + Add Custom Card.
    3. Select the Visualizations tab.
    4. Select and add the preferred visualization.

Tips And Considerations

• To configure and deliver search-based visualizations, the saved search must be made visible to the roles of the user performing configurations and to the users who will consume the visualizations.

• The Reports List supports both OTBI and search-based visualizations. The home page supports only search-based visualizations to keep the experience as performant as possible.

• Attribute dimensions for search-based visualizations are determined by what is made available for Group By under Manage Adaptive Search in Setup and Maintenance.

• Search-based visualizations use Count of results as their measure dimensions.

Key Resources

• See the "Display Workspace-Based Visualizations in Home Cards and the Reports List" topic in the "CX Sales Mobile" chapter in the Implementing Sales guide for more information.

Role And Privileges

• Sales Administrator
• Sales Manager
• Sales Representative

Enable Record-Based Visualizations that Drill-Down to OTBI Reports

Embed visualizations related to a record in its detail page, such as Account 360 reports. Utilize any page value that matches a report prompt, such as PartyID, to ensure relevance of insights. Enhance granularity of insights by enabling drill-down to Oracle Transactional Business Intelligence (OTBI) reports from visualizations that appear in both record detail pages and in the reports list.

Enable sales representatives to improve outcomes of customer interactions by having customer and deal 360 views available in any setting.

• Demo Video: Create and Add Record-Based Drill-Down Reports
• Demo Video: Record-Based Report Experience

Steps to Enable

Leverage Application Composer to expose and adjust page layout and attributes. To learn more about extending your application using Application Composer, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

1. Navigate to Oracle Transactional Business Intelligence.
2. Create a top-level report that the record-based visualization will reference.
3. Optional: Add a prompted filter. For example, the organization might want to see reports on the Account detail page that only show information related to the displayed account. To do this, add the Customer Row ID column to the report, and enable it as a filter where Operator is set to is prompted. This will allow the Account Party ID to be passed to the report as a filter value.
4. Save the top-level report.
5. Without navigating away from the top-level report, click Save As, and change the name to represent the drill-down report.
6. Add additional columns to the report table, as needed, to provide sales users with more granular insights.
7. Add additional prompts that represent the fields that delineate the elements of the top-level report. For example, if the top-level report will be visualized as a bar graph where the X-axis is Enterprise Quarter and the series is Product Group, add both of these as filters where the Operator equals is prompted.
8. Save the drill-down report once all your changes are made.
9. Outside of a sandbox, navigate to Application Composer > Visualization Configuration.
10. Select Add.
11. Under Source Type, select OTBI Analysis. Under Source, find and select the top-level report that you have just created.
12. Select Visualization Type and select details as needed.
13. For Drill Down, change Action from None to Link.
14. Search for and select the drill-down report you just created.
15. Set the Status to Active and then save.
16. Enter a sandbox and navigate to the mobile configuration tool in Application Composer.
17. Select the object's Summary page layout where the report will be added.
18. Duplicate the standard layout or choose a custom layout.
19. Scroll to the Reports section of the layout preview and select + Select and Re-Order Reports.
20. Select + Add Report.
21. Choose the top-level visualization created above.
22. Ensure this report is selected on the page preview and click Report Filters.
23. Select the prompted field from the report that will receive a filter value from the page. For the example above, this would be the Customer Row ID field.
24. Select the object field whose value will be passed to the report. For the example above, this would be the PartyId field.
25. Click Save.

Tips And Considerations

• Only OTBI analysis-based visualizations can be added to record summary pages. Adaptive Search-based visualizations can't be added to these pages.

• Filter prompts are added in OTBI to ensure that insights displayed in the visualization are related to the record shown on the summary page. In cases where this filtering is not necessary, filter prompts on top-level reports don't need to be created.

• Drill-down reports are created for cases when a user wants more granular insights based on what was gleaned from the top-level report. In cases where drill down isn't necessary, skip these steps in OTBI and in Visualization Configuration.

Key Resources

• See the "Enable Record-Based Visualizations that Drill-Down to OTBI Reports" topic in the "CX Sales Mobile" chapter in the Implementing Sales guide for more information.

Role And Privileges

• Sales Administrator

Sales Analytics

Report on Total Payment Amount in Home Currency Using the New Column in the Paysheet Subject Area

You can now report on total payment amount in your home currency using the new column added to the subject area, Incentive Compensation - Paysheet Summary Real Time. This new column lets you report on total payment amounts in your participant home currency. The new column is called Total Amount in Home Currency.

This feature provides:

• Simplified reporting for multi-currency payments
• Easier troubleshooting of payments

Steps to Enable

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

Key Resources

• See the Incentive Compensation - Paysheet Summary Real Time section in the Oracle Fusion Cloud Customer Experience: Subject Areas for Transactional Business Intelligence in Sales and B2B Service guide.

Role And Privileges

• Compensation Administrator
• Compensation Manager
• Compensation Analyst

Application Usage Insights Redesigned for Enhanced User Experience

The Application Usage Insights interface is redesigned for a new and modern user experience. All visualizations are now available from a single page providing easier, faster, and more intuitive access to usage insights. A single click expands each visualization with quick facts and more detail. You still get all the great features from the previous versions, such as filters, drill-downs, and access to custom objects, but with easier access.

The new user experience delivers easier access to more complete user adoption insight targeted to each specific user.

Steps to Enable

With this enhancement, here's how you add custom objects as selectable in the Objects view:

1. Enable the ORA_ZCA_APPLICATION_USAGE_INSIGHTS_MANAGE_CUSTOM_OBJECTS privilege for the Sales Administrator.
2. Navigate to the Objects view, and select the plus (+) icon next to the Object Name drop-down list.
3. Select the custom object to add from the Custom Objects Record List, and press OK.
4. The custom object will now appear in the Object Name drop-down list.

Tips And Considerations

As an end user:

1. Press the Zoom icon on the upper right of each card to expand visualization and see Quick Facts.
2. Press the filter icon on the upper left of the Application Usage Insights page to display page filtering and drill-down options.

Key Resources

• See the "Application Usage Insights" section of the "Application Adoption and Usage Reporting" chapter in the Creating and Administering Analytics guide.

Role And Privileges

• Sales Administrator
• Sales Manager

Click History Logging and Application Usage Insights Charts Disabled by Default

Click history logging is disabled by default beginning in Update 22D and must be enabled for use. This setup step impacts click history reporting in Application Usage Insights and for the CRM – CRM Click History subject area in Oracle Transactional Business Intelligence (OTBI). All charts within Application Usage Insights are also disabled by default beginning in Update 22D. Automatically disabling these items delivers improved system performance and efficiency. If you want to use click history reporting or Application Usage Insights you can enable them by changing the ORA_ZCA_CH_DISABLE profile option value to No. If you've already been using these features, you'll find them disabled in Update 22D and must re-enable them, as a one-time step.

Disabling these capabilities by default improves system performance and overall efficiency, particularly for customers with larger data volumes. When disabled, background processing on data isn't performed for customers not using these capabilities. Background processing is only performed for customers using click history reporting or Application Usage Insights.

Steps to Enable

Change the ORA_ZCA_CH_DISABLE profile option value from Yes to No. This setting enables click history logging and all charts in Application Usage Insights.

Tips And Considerations

• You must enable click history logging and Application Usage Insights as a one-time step beginning in Update 22D. Afterwards, the solution will be enabled automatically when upgrading to future releases. If you were already using these solutions prior to Update 22D, you must re-enable them in Update 22D. If you're not yet using them, you must enable them for the first time in Update 22D if you want to use them.
• For some pods, click history data for the full 90-day maximum lookback period won't exist initially, once you've re-enabled them. Click history data will be collected and incremented daily over time until the full 90 day lookback is achieved.

Key Resources

• See the "Application Usage Insights" section in the "Application Adoption and Usage Reporting" chapter in the Creating and Administering Analytics guide.

Role And Privileges

• Sales Administrator
• Sales Manager

Sales Automation Core Common

CX Foundation

Support Purged Worker Sync Using the Maintain Party and Location Current Record Information Scheduled Process

Use the Maintain Party and Location Current Record Information scheduled process to sync purged worker type records in Human Capital Management (HCM) to Customer Data Management person party records. In HCM, terminated and canceled hire persons can be purged using Remove Person. These, when synced into person parties, ensure that synched details like name (first, middle, last), and contact (phone, email) are deleted or masked based on update in HCM.

The employee and contingent worker related usages on the person party record are also end dated, if still active. In a scenario where a person party doesn't have other active usages, even the person party is  inactivated.

Steps to Enable

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

Key Resources

• See the "Maintain Party and Location Current Record Information" topic in "Sales and B2B Service Scheduled Processes" chapter in the Understanding Scheduled Processes guide.

Purge Inactive Sales Households

Purge household data from your test and production instances, rather than retaining the information in an inactive state. You can purge these records to adhere to data protection regulations and as part of housekeeping activities.

You can purge records based on filter criteria that you specify for the newly supported Household object.

Steps to Enable

Set the existing purge profile options to enable the purge functionality. The purge functionality is disabled by default.

Key Resources

• See the "Purge Inactive Party Records" topic in the in the "Sales and B2B Service Scheduled Processes" chapter in the Understanding Scheduled Processes guide.

CRM Common Components

Manage and Use Custom Territory Attributes for Territory-Based Assignments

Sales operations teams can assign territories using custom territory attributes. For example, organizations might want to track revenue by different groups of sales representatives within their territories. One group might focus on new customers while another group focuses on renewal of current subscriptions. Using the custom attribute territory feature, you can separately track revenue for both groups of sales representatives. This means that records are matched with the revenue based on a new territory or a renewal territory.

You now have more flexibility to use territory-based assignment by creating custom territory attributes or custom dimensions.

Steps to Enable

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

Key Resources

• See the "Configure and Extend Application Pages for Territories" topic in the "Extend Territory Management" chapter in the sales Implementation Reference guide.

Role And Privileges

• Sales Administrator

Expand Scheduling Options for Routines

You can now schedule routines to run hourly. Hourly routines are limited to 250 records per run. This option is available to all administrators with access to routines.

You can also schedule routines to run across all data for an object. You must assign the privilege, ZCA_SCHEDULE_ROUTINE_APPID, to an administrator. Once assigned, the administrator will see the option during routine creation.

Providing more scheduling options gives you more flexibility to run routines. For example:

• You can use an hourly option when you need to run a routine several times within a day. This option is available to anyone with access to Routines.
• You can assign a privilege to administrators to allow them to run a routine across all data for an object. This is useful if you need to enforce processes across regions managed by different administrators and you don't want to create a separate routine for each region.

Steps to Enable

Make the feature accessible by assigning or updating privileges and/or job roles. Details are provided in the Role section below.

To use this feature, you must have the appropriate privileges and job roles.

1. You must already have access to Routines via the privilege, ZCA_MANAGE_ROUTINES.
2. Assign the privilege, ZCA_SCHEDULE_ROUTINE_APPID, to the desired role.

During routine creation, the trigger step will have an option to schedule the routine to run across all data.

Tips And Considerations

You can't toggle the option to run a routine across all data. For example, once set, the routine will always run across all data. 

Key Resources

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

Role And Privileges

The ability to manage routines is configured for the following roles:

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

Run Routine Immediately

The Routines dashboard now has an option to run on demand. Use this option to run a routine immediately when you need to view the results or to re-run a routine after correcting errors.

Run a routine to schedule a one-off run. This is useful during testing on when a routine has errors and needs to run prior to the next recurring period. 

Steps to Enable

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

Key Resources

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

Role And Privileges

• Sales Administrator

Create Quote from an Opportunity Automatically

You can enable the automatic creation of a quote in Oracle Configure, Price, and Quote (Oracle CPQ) from an opportunity by using rules so that salespeople can access the quote directly without having to manually create it.

This feature lets you automate the process of creating quotes from opportunities based on predefined rules.

Steps to Enable

1. Assign administrative privileges to an Oracle CPQ user to allow the automatic creation of a quote from an opportunity.
2. Set up the CX Sales to Oracle CPQ configuration. See the CX Sales Configuration Steps topic in the Integrating CX Sales with Oracle CPQ guide.
3. Go to the Manage Oracle CX Sales to Oracle CPQ Cloud Integration page and complete these steps: 
   1. Click the Set Up link under the Authorization column.
   2. Select oracle/wss_username_token_over_ssl_client_policy for Security Policy.
   3. Enter the user name and password for Single Sign-on.
4. Set up routines on the Opportunity object, select the Create Quote action, and define the rules. See the Overview of Routines topic to learn more.

Key Resources

• See the "Enable Creating a Quote Automatically from an Opportunity" topic in the "Quotes and Orders" chapter in the Implementing Sales guide.

Role And Privileges

• Sales Administrator for the setup and error handling.
• Salespeople and sales managers for using the quotes to move the deal to closure.

View and Search Dynamic Choice List Field Values Based on Resource Object

You can view, search, and add filters on all dynamic choice list fields for the Resource object using Adaptive Search. A dynamic choice list is a field that contains a list of values that are populated from the actual data of another object. This feature lets you use resource-based filters to return a set of search records that best suits your requirements.

This feature lets you view and search on values of dynamic choice list fields that are based on the Resource object.

Steps to Enable

In order to enable the custom DCL on Adaptive Search you need to do the following steps:

• Create a new user defined profile option 
  • Go to the FSM task called “Manage Profile Options” 
  • Click on Create “+” icon and enter the following details to create a new Profile Option:
    • Profile Option Code: ZCA_ENABLE_CUSTOM_RESOURCE_DCL_IN_ADAPTIVESEARCH
    • Profile Display Name: {provide a name}
    • Application: Common Search
    • Module: Search
    • Description: {provide a description}
    • SQL Validation: {leave blank}
    • Start Date: {enter today’s date}
    • End Date: {leave blank}
  • Once created, search for the newly created profile option and select it. 
  • In Profile Option Levels, mark the Site Level as Enabled and Updatable. 
  • Click on Save and Close
• Create new profile value for the new profile option
  • Go to FSM task called Manage Administrator Profile Values 
  • Search for Profile Option Code ZCA_ENABLE_CUSTOM_RESOURCE_DCL_IN_ADAPTIVESEARCH
  • Select the row in the Search Results table. 
  • Create a new profile value by clicking on + icon. Specify Profile Level as “Site” and Profile Value as “Y”.
• Log out and log back in

Now you if you go back to the Adaptive Search configuration, the Resource DCL should show up and you can select it and do a publish to make it available for searching. 

Key Resources

• See the "Workspace and Work Areas Search" chapter in the Using Sales guide.

Role And Privileges

• Workspace and Adaptive Search users

Search

Click Refresh Icon in Workspace to View Latest Search Results

Users can now simply click the new Refresh icon in Workspace to get the latest data in Workspace without having to reload their browser page.

This enhancement improves the user's experience while working with Workspace.

Steps to Enable

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

Key Resources

• See the "Workspace and Work Areas Search" chapter in the Using Sales guide.

Role And Privileges

• Workspace and Adaptive Search users

Import/Export Management

Use Domestic and Global Ultimate Oracle DataFox Identifiers in Account Import

Use additional account hierarchy information, such as top hierarchy account, and identifiers from Oracle DataFox, such as domestic ultimate and global ultimate identifier, in Account Import Management.

Here are the new attributes for the Account import object that provide additional information on an account hierarchy:

• DomesticUltimateDatafoxId
• GlobalUltimateDatafoxId

Steps to Enable

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

Key Resources

• See the "Accounts" section in the Understanding Import and Export Management for CX Sales and B2B Service guide.

REST APIs

Use Hierarchy-Related Top Account and Oracle DataFox Identifiers in Accounts REST API

Use additional account hierarchy information, such as top hierarchy account, and identifiers from Oracle DataFox, such as domestic ultimate and global ultimate identifier, in the Accounts REST API. 

Here are the new attributes exposed on the Accounts REST API:

• TotalAccountsInHierarchy
• TotalChildAccounts
• ParentAccountList
• PrimaryContactDoEmailFlag
• PrimaryContactDoCallFlag
• TotalImmediateChildAccounts
• UltimateParentFlag
• GlobalUltimateFlag
• DomesticUltimateFlag
• UltimateIdentifierSource
• DomesticUltimateDatafoxId (editable)
• GlobalUltimateDatafoxId (editable)
• ProfileQualityScore

Most of the fields are read-only, except the ones marked as editable. The read-only fields are calculated, derived, or auto-populated from system processes.

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• See the REST API for CX Sales and B2B Service guide.

Sales Force Automation

Next Gen Sales User Experience

Guide Salespeople Through Best Practices for Each Sales Scenario

Sales managers and administrators can use the new Sales Orchestration feature to create processes that guide salespeople through best sales practices for different sales situations. At each stage of the opportunity life cycle, the sales process can suggest different actions. You can require different that tasks be completed, appointments and calls be made, and information be added before the opportunity can move to the next sales stage.

This feature improves the productivity of salespeople and reduces any need for training on the sales process because they are guided by the application. The automated process helps salespeople focus on making sales rather than performing routine tasks.

Steps to Enable

Leverage Application Composer to expose and adjust page layout and attributes. To learn more about extending your application using Application Composer, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

1. Access the Sales Orchestration design time tool from Application Composer.
2. Create orchestrations based on your business requirements.
3. Activate the Sales Orchestration to guide salespeople through their best sales practices.

Key Resources

• See the "Orchestration" chapter in the Implementing Sales guide.

Role And Privileges

The orchestration design time tool is available for sales administrators and the runtime experience is available for salespeople.

Update Multiple Records at the Same Time in List Pages

You can select more than one record from the list page and update them at the same time. For example, you might want to change the owner of multiple records or update the close date field value on all selected opportunity records at once.

This helps improves efficiency by reducing the number of clicks when the same update needs to be done on multiple records.

Steps to Enable

Here's how to edit Adaptive Search parameters.

1. On the Configure Adaptive Search page, click the Parameters tab.
2. Highlight the Enable Mass Update parameter and click Edit.
3. Enable the Mass Update line item. 
4. Click Save.

Tips And Considerations

This feature can be enabled or disabled at the business object level. As part of your Adaptive Search setup, you can tailor the list of fields available for mass update for each of your enabled objects. From the Configure UI page, select the object and highlight the fields you want to have enabled or removed for the mass update feature and select or clear the Enable for Mass Update check box.

Key Resources

See this content:

• "Adaptive Search and Workspace" chapter in the sales Implementation Reference guide
• "The Basics" chapter in the Using Digital Sales guide

Role And Privileges

• All users

Customer Data Management

Use Consistent Attribute Mapping When Enriching Accounts and Contacts Through Different Applications

Use a single, consistent attribute mapping for all CX Sales enrichment processes. The attributes get enriched during smart data, real-time or batch enrichment, and sync operations. You can manage the single mapping using the Manage Oracle Data as a Service Attribute Mapping and Preferences task for all enrichment processes in CX Sales.

You can now manage a single mapping for all enrichment integration flows, namely smart data for account, real-time and batch enrichment, and sync. You can map account custom attributes to Oracle Data as a Service (Oracle DaaS) fields once, and their values will be saved in each enrichment flow. You can customize any CX Sales map defined in Oracle DaaS and use it for enrichment of accounts or contacts. 

Steps to Enable

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

Tips And Considerations

• You can only have one map active at a time in CX Sales for account enrichment. Similarly, only one map can be active in CX Sales for contact enrichment. The active map is used for smart data, real-time enrichment and sync, and batch enrichment and sync.

• You must first define an account or contact map in Oracle DaaS, of template type Sales and Service, for it to be available in CX Sales for use and customization.

• Select a sales attribute to map it to the applicable source attribute. For example, the current release only supports Oracle DaaS as the source. Not all Oracle DaaS source attributes can be mapped.

• If the sales attribute supports additional preferences like Don't Overwrite, Don't Apply Blank Values, and Display During Real-time Enrichment, then these options are enabled after mapping the attribute, and you can select desired option value. If a mapped attribute doesn't support these preferences, then these options will be disabled.

• Resetting the map will remove all customization, and revert the setting to use the default map, CXCompany or CXContact.

• Existing customization in existing maps will be migrated to new maps, CXCompany and CXContact during upgrade. Enrichment will work as expected after the upgrade, after incorporating existing customizations, and no manual configuration is required for the upgrade.

Key Resources

• See the "Configure Data Enrichment" chapter in the Getting Started with Your Customer Data Management (CDM) Implementation guide.

Role And Privileges

• Master Data Management Application Administrator

Assign a Customer Profile Quality Score to Account Records Based on Configurable Scoring Logic

Configure a score based on the completeness and attribute values of a customer profile. You can then use a batch process to assign and maintain the score as an attribute of the account profile.

This feature gives you these benefits:

• Users can easily review, sort, and filter account records based on the completeness and quality of their profile records.
• The customer profile quality score lets you quickly identify customer data quality issues and to rationalize data stewardship processes and resources.
• Prioritize and stage sales activities based on the confidence and quality of the customer profile data.

Steps to Enable

Configure and Activate a Scoring Model

1. Navigate to Application Composer outside of a sandbox (mainline mode).
2. Click the Customer Profile Quality Configuration link in the Common Setup area of the navigation panel.
3. Use the Customer Profile Quality Configuration guided process to define a profile quality scoring model.

Activating the scoring model is the final step of the Customer Profile Quality Configuration guided process.

Expose the Score in the Sales Application

1. Enable the Account - Profile Quality Score attribute in Adaptive Search.
2. The Profile Quality Score attribute is exposed in Application Composer and the Accounts REST resource.

Tips And Considerations

When you activate a customer profile quality score configuration, a recurring scheduled process with a daily frequency is automatically submitted to run the scoring job on your account records. To change the frequency of the scheduled process, use the standard Scheduled Process interface to define and submit a new Schedule Scoring Process job.

Key Resources

See this content:

• Implementing Customer Data Management guide to learn more about the Customer Profile Quality Score feature
• Refer to the Oracle Sales REST API guide to learn more about the scoringModels REST resource

Role And Privileges

• Users with the Master Data Management Application Administrator job role can define and activate customer profile quality configurations.
  • If you have created custom roles based on Master Data Management Application Administrator that you want to be able to manage profile quality scoring configuration, you can add the ZCH_MANAGE_SCORING_MODEL_PRIV to those roles' privileges.

• All users with access to the Accounts business object in Oracle Sales can access the calculated Profile Quality Score attribute of the account record

Enterprise Contracts

Negotiate Sales Agreement Pricing in a Different Currency Than Price List Currency

Author sales agreements in multiple currencies without setting up price lists in each currency. If the currency conversion rate is defined between the price list currency and the contract currency, the list price and adjustments in the sales agreement line will be priced by considering the conversion rate.

This feature applies to sales agreements where pricing information is derived from Oracle Order Management Pricing.

Sales Agreement Currency Conversion Error

This feature means you don't need to maintain price lists in different currencies to manage your sales agreements.

Steps to Enable

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

Tips And Considerations

Ensure that the currency conversion list has the conversion rate that you want to use between two currencies. You can enter fixed rates in the currency conversion list or the daily conversion rates in Oracle Fusion General Ledger.

Key Resources

• See the "Create a Sales Agreement Line" topic in the Using Customer Contracts guide.

Protect Supporting Documents from Deletion

Protect your supporting documents from being inadvertently deleted. Adding the new privilege, Delete Supporting Documents by Contract Status, to the required roles lets you restrict the deletion of supporting documents in all contract statuses other than Draft and Under Amendment. To restrict the deletion of supporting documents in all contract statuses, revoke the existing privilege, Delete Supporting Documents, for specific roles.

Delete Supporting Documents Privilege	Delete Supporting Documents by Contract Status Privilege	Result
Yes	Yes	User can delete supporting documents in all contract statuses
Yes	No	User can delete supporting documents in all contract statuses
No	No	User can't delete supporting documents in any contract status
No	Yes	User can delete supporting documents only in Draft and Under Amendment contract status

This feature lets you protect contracts' supporting documents from deletion using privileges.

Steps to Enable

Make the feature accessible by assigning or updating privileges and/or job roles. Details are provided in the Role section below.

Key Resources

• For information about how to add and remove privileges to user roles, see the "Edit Job or Abstract Roles" topic in the Securing CX Sales and B2B Service guide.
• For information about the new privilege, see the "New Privileges" topic in the Security Reference for Enterprise Contracts guide.
• For information about using contracts, see the "Create Customer Contracts" chapter in the Using Customer Contracts guide.

Role And Privileges

The supplied privilege, Delete Supporting Documents by Contract Status Privilege, isn't assigned to any role. Add the privilege to the necessary roles and revoke the existing privilege, Delete Supporting Documents.

Use Updated Rich Text Editor in Enterprise Contracts

Use the latest built-in rich text editor when editing clause text in Oracle Enterprise Contracts.

Built-in Rich Text Editor

Enjoy a simplified, more modern interface while using the same features available in the prior version of the editor.

Steps to Enable

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

Tips And Considerations

You can use the updated editor without requiring any additional steps to enable it. You can revert to the previous editor using the Opt In UI to disable this feature. From Update 23A, this feature is no longer optional, and you'll use the updated editor.

The updated built-in text editor is compatible with Firefox browser versions from Firefox 78.0esr.

The toolbar display is simplified, with features working in a similar way as before, with these notes:

• There are no toolbar icons to copy, cut, and paste, but you can perform these functions using keyboard shortcuts.
• You can select a bulleted or numbered list with fewer clicks. However, the numbered list with leading zeros is not supported.

Numbered Lists

• There is no SCAYT (spell check) feature.
• There is no Show Blocks feature.

Key Resources

• See the " Edit Contract Terms in the Clauses Tab " topic in the " Author Contract Terms " chapter in the Using Customer Contracts guide.

Sales Cloud for Office 365

Use Improved Manage Microsoft 365 Task Page for Setting Up the Add-in

In this release, we have reorganized and reworded some of the settings on the Manage Microsoft 365 task page. A few settings that aren't relevant any longer have been removed.

A simplified page with settings grouped in relevant groups makes it easier for administrators to manage the application.

Steps to Enable

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

Key Resources

• See the "Microsoft 365" chapter in the Implementing Sales guide.

Role And Privileges

• Sales Administrator

Sales Assistant

Configure Custom Scripts for Microsoft Teams

Oracle Sales Assistant in Microsoft Teams supports conversational creation of tasks, appointments, and call reports. Use the CX Sales Mobile Scripts tool to assign existing scripts to the Microsoft Teams channel for Oracle Sales Assistant. You can create custom scripts that can be triggered on for the On Create, Before Save, and After Save events. For example, a custom script can be triggered when a Microsoft Teams user creates a call report using the sales assistant. Or, you can trigger a script to validate or enforce some rules before or after a call report is saved. 

Microsoft Teams Channel Selected for New On Create Script for Call Reports

This feature helps you configure Oracle Sales Assistant in Microsoft Teams to match your business requirements.

Steps to Enable

To enable the custom scripts for Microsoft Teams feature, you must first create a CDA_ENABLE_CSS_TEAMS profile option and then set the option value to Yes:

1. In Setup and Maintenance, open the Manage Profile Options task.

• Offering: Sales
• Functional Area: Sales Foundation
• Task: Manage Profile Options

1. On the page, click Actions > New.
2. Enter all the fields with relevant details with specific attention to the following:
3. Profile Option Code = CDA_ENABLE_CSS_TEAMS
4. Profile Option Name = Enable Custom Scripts for Microsoft Teams
5. Application = Sales Assistant
6. Module = Sales Assistant (Module Type = LBA)
7. Start Date = Date the option should start to be enabled
8. Click Save and Close.
9. For the Site Profile Option Levels, select the Enabled and Updatable check boxes to enable.
10. Click Save and Close.
11. In Setup and Maintenance, open the Manage Administrator Profile Values task.
12. Offering: Sales
13. Functional Area: Sales Foundation
14. Task: Manage Administrator Profile Values
15.        8.  In the Manage Administrator Profile Values page, search by the profile option code, CDA_ENABLE_CSS_TEAMS.
16.        9. Click the profile option name link.
17.     10. Select Profile Level to Site and set Profile Value = Y.
18.     11. Click Save and Close.

Tips And Considerations

Custom Scripts for Microsoft Teams can be added to Appointments, Call Reports, and Tasks for On Create, Before Save, and After Save events.

Key Resources

• See the "Sales Assistant" chapter in the Implementing Sales Guide.

Role And Privileges

• Sales Administrator

Configure Channels Outside a Sandbox and Validate the Setup

Configure channels for Oracle Sales Assistant outside a sandbox. Previously, you needed to be inside a sandbox to configure the channels. In addition, you can now use a status tool to determine if the setup for Oracle Sales Assistant is complete and ready to use.

Oracle Sales Assistant System Status Tool in a Sandbox

Oracle Sales Assistant Channels Configuration Step Outside a Sandbox

The new configuration page lets you easily configure Oracle Sales Assistant channels with Oracle Digital Assistant. In addition, the system status tool helps you determine whether the setup for Sales Assistant is complete.

Steps to Enable

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

Tips And Considerations

• When outside a sandbox, access the Oracle Sales Assistant configuration tool from Application Composer > Common Setup > Productivity Applications Configuration > Oracle Sales Assistant. The configuration tool contains both the Channels Configuration tab and the System Status tool.
• When inside a sandbox, access the Oracle Sales Assistant system status tool from Application Composer > Common Setup > Oracle Sales Assistant Setup > System Status.

Key Resources

• See the "Sales Assistant" chapter in the Implementing Sales Guide.

Role And Privileges

• Sales Administrator

Intelligent Advisor

Web Authoring of Custom-Rendered Interactive Advice Flows (22C Monthly Update 2)

Flow projects in Intelligent Advisor Hub allow any user to design an interactive advice flow in a web-based authoring environment. Flows authored in Intelligent Advisor Hub are similar to Policy Modeling interviews, but with greater flexibility when it comes to rendering controls and how data enters the session. 

Rules in a flow project drive form behavior and decisions based on input values, with input data coming from external sources and from the user interacting with the defined input controls which have been placed in a certain order within pages and other grouping controls by a flow author.

Each flow is built upon a flow scheme, and it is the flow scheme which defines the names of controls as they appear to both flow authors within the Hub, and to any application which is interacting with the Flow Engine API to determine what controls to render.

Some of the key benefits of this new approach include:

• No desktop install is needed. Any expert that wants to create an advice flow can do so, on any device. They just need a login to Intelligent Advisor Hub.
• The use of flow schemes allows an advice architect to define the set of controls and data actions that should be available to advice authors.
• The API first approach of the Flow Engine API ensures that you can deliver advice experiences that mesh seamlessly with your enterprise architecture, no matter what your IT team prefers to use. Angular, React, or any other web-based framework can be used to render these Intelligent Advisor interviews however you wish.

Steps to Enable

To enable this feature you need to log a Service Request (SR).

Tips And Considerations

A comprehensive example is provided, to get you started.

Key Resources

• Author flows
• Author flow schemes
• Flow Engine API
• Flow rendering example

Role And Privileges

• Authors and Managers

Intelligent Advisor Flow Component in Visual Builder (22C Monthly Update 2)

The Intelligent Advisor Flow component in Visual Builder allows for the easy rendering of Intelligent Advisor flows in web or mobile applications.

The component:

• Supports the controls defined in the Intelligent Advisor flow scheme of the current flow. The runtime visibility and optionality of the supported controls are always respected. The current errors associated with an individual-supported control are displayed.
• Allows several style options to customize the Intelligent Advisor flow runtime look.
• Supports seeding and updating the global input data defined in the associated flow scheme.
• Exposes any data action in a flow to the component consumer via an event and a component method. Some special data actions for common use cases are handled with some extra built-ins.
• Handles the formatting of an input control according to whatever custom formatter is defined in the flow scheme and associated with that control.

Steps to Enable

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

Tips And Considerations

There are certain prerequisites for successfully embedding an Intelligent Advisor flow in an Oracle Visual Builder application. The prerequisites are that:

• Flow authoring is enabled for your Intelligent Advisor Hub. (To have this optional feature enabled, please contact Oracle Support.)
• The flow has been deployed and activated.
• Embedded flows have been authorized for the Visual Builder site. 

Key Resources

• Embed a flow in a Visual Builder application

Role And Privileges

• Visual Builder application developers

Get a Report of Project Inclusions Using the REST Service (22C Monthly Update 2)

You can now get a report of project inclusions as a JSON array using the REST API (v12.2.28).

This allows managers to generate project inclusions reports non-interactively.

Steps to Enable

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

Tips And Considerations

There are three versions of the report:

• A global report that lists all projects included by other projects. (This is the direct equivalent of the information already available through the Hub Inclusions report.)
• A per-project report that lists, for the named project, the projects and versions directly included, for each version of this project
• A per-project-version report that lists, for the named project and version, all the projects and versions directly included

These reports can also be obtained as CSV data.

Key Resources

• Get an all projects inclusions report
• All Projects Inclusions Report REST Endpoints

Role And Privileges

• Managers