This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Update Version | Notes |
|---|---|---|
| 21 SEP 2018 | Update 18C | Delivered new features in update 18C. |
| 20 APR 2018 | Update 18B | Delivered new features in update 18B. |
| 19 JAN 2018 | Update 18A | Delivered new features in update 18A. |
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 SEP 2018 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update.
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.
Optional Uptake of New Features (Opt In)
We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt in to a feature in two ways: by using the New Features work area, or by using the Setup and Maintenance work area.
To opt in using the New Features work area:
- Click the Navigator, and then click New Features (under the My Enterprise heading).
- On the New Features page, select the offering that includes new features you’d like to review.
- Click Go to Opt In for any feature that you want to opt in to.
- On the Edit Features page, select the Enable option for the feature, and then click Done.
To opt in using the Setup and Maintenance work area:
- Click the Navigator, and then click Setup and Maintenance.
- On the Setup page, select your offering, and then click Change Feature Opt In.
- On the Opt In page, click the Edit Features icon.
- On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close.
- Click Done.
Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Opt In Only = These features are made available for use via Opt In. No additional setup steps are required.
Opt In, Plus Additional Steps Required = To use these features you must first Opt In, then perform additional setup steps.
Steps Required (No Opt In) = Setup steps must be performed before these features can be used. For example, new or expanded BI subject areas need to first be incorporated into reports. Integration is required to utilize new web services.
| New Features Delivered Ready to Use Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
New Features That Customer Must Take Action to Use (Delivered Disabled) Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
|||||
|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
Customer Action: |
Customer Action: |
Customer Action: |
 |
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Extensible List of Values for Accounts, Contacts, Households, Assets, and Resources |
|
|||||
Enriched Records Using Incremental Dun and Bradstreet Data
Use the Customer Data Management batch enrichment feature to review enrichment data batches of 100 records. Also, synchronize previously enriched records with monthly incremental updates available from Dun and Bradstreet. Data Stewards can review the enrichment batches before submitting and submit a synchronization job for previously enriched records of more than 100K.
Steps to Enable
No steps are required to enable this feature.
Role Information
This feature is available to Data Stewards.
Extensible List of Values for Accounts, Contacts, Households, Assets, and Resources
Salespeople can search for and associate records using relevant data from extensible lists of values for accounts, contacts, households, assets and resources. They can use custom fields as search criteria and view custom fields in work area search results, letting them find and select the right records easily.
In addition, administrators can:
- Create dynamic, role-based picker layouts.
- Enable hidden standard fields for searching within pickers.
- Re-arrange fields.
- Define default values for search fields.
- Mark certain fields as read-only or required based on the business need.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
NOTE: Oracle highly recommends all customers to do intensive regression testing on Accounts, Contacts, Households, Assets, and Resources pickers as those default pickers were replaced with new extensible pickers.
Previously, Leads and Deal Registration pages had Account and Contact fields that supported both free-text entry and the selection of existing records. These combination fields were decoupled into the following fields:
- Existing Account and Existing Contact: These fields are the extensible list-of-value fields where salespeople can select an existing Account and Contact.
- New Contact and New Account: These fields are text input fields where salespeople can enter a new Account and Contact.
By default, the Leads and Deal Registration page layouts are configured so that:
- The old combined Account and Contact list-of-value fields are replaced with the new extensible Existing Account and Existing Contact list-of-value fields.
- The New Contact and New Account text input fields are hidden.
If you are updating from 18B to 18C, any values that were entered in the previously combined Account and Contact list-of-value fields appear in the respective Existing or New Contact and Existing or New Account fields. However, administrators must expose the New Contact and New Account text fields on the appropriate page layouts, if these are needed.
Keep in mind:
- If you expose both the “Existing” and the “New” Account and Contact fields, group them together on your page layouts to make it easier for your users.
- The fields work together so that a user will be allowed to enter a value in either the New field or the Existing field for an account or a contact, but not in both.
See the Adding New Account and New Contact Fields to Lead and Deal Registration Page Layouts for more information and instructions.
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 |
|---|---|---|
| 20 APR 2018 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
Customers Upgrading from Release 12
If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness content for Release 13 (updates 17B - 17D, as well as, updates 18A - 18B) to learn about all of the features available in release 13.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at SALESCLOUD-PRODEX_WW@ORACLE.COM
Optional Uptake of New Features (Opt In)
We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt in to a feature in two ways: by using the New Features work area, or by using the Setup and Maintenance work area.
To opt in using the New Features work area:
- Click the Navigator, and then click New Features (under the My Enterprise heading).
- On the New Features page, select the offering that includes new features you’d like to review.
- Click Opt In for any feature that you want to opt in to.
- On the Edit Features page, select the Enable option for the feature, and then click Done.
To opt in using the Setup and Maintenance work area:
- Click the Navigator, and then click Setup and Maintenance.
- On the Setup page, select your offering, and then click Change Feature Opt In.
- On the Opt In page, click the Edit Features icon.
- On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close.
- Click Done.
| Action Required to Enable Feature |
|||||
|---|---|---|---|---|---|
| Feature |
None (Automatically Available) |
Enable via Opt In UI Only |
Enable via Opt In UI Plus Additional Steps |
Not Enabled via Opt In UI but Setup Required |
Issue Service Request |
|
|||||
|
|||||
|
|||||
|
|||||
Additional RESTful Child Objects and Fields for Accounts, Contacts, and Households |
|
||||
Bulk Enrichment of Accounts and Contacts with D&B Data
Perform batch enrichment of accounts and contacts using the Oracle Data Cloud enrichment service. This functionality provides you with an automated process for enriching Oracle Customer Data Management data in bulk with data from Dun & Bradstreet Corporation. It also provides visibility into which records were enriched and which were not.
Steps to Enable
No steps are required to enable this feature.
Integration with DaaS Master Geography Using Loqate
Improve data quality and resolve data conflicts between master geography data and the Address Verification Cloud Service using the new geography data provider Loqate. Oracle CX customers can import Loqate geography seed data using manage geographies.
Steps to Enable
Set "ORA_HZ_ENABLE_DAAS_LOQATE " profile option to Yes. After the profile option is set to Yes, "Import Geography Data" option under Actions in Manage Geographies will call Loqate Geography Data for the supported countries.
Tips And Considerations
Import Geography Data option under Manage Geographies is calling Nokia geography data by default.
This option will be disabled, In case the geography data is already imported from either Nokia or Loqate geography for the country or geography data is not available from Nokia or Loqate.
Key Generation Improvements and Optimization
Optimize key generation and improve key generation data stewardship capabilities to achieve an error-free, smooth experience. Data stewards can use a guided key generation process with visibility into the job status. Key generation optimization significantly reduces the key generation process time.
Steps to Enable
No steps are required to enable this feature.
Ability to Purge Resolution Requests and Logs
Purge duplicate resolution requests and logs to improve performance and usability.
Steps to Enable
No steps are required to enable this feature.
Additional RESTful Child Objects and Fields for Accounts, Contacts, and Households
RESTful web services support additional child objects, additional fields, and enhanced capabilities. The following are supported:
- Support additional names (Account and Contact REST APIs): Ability to add, update, search, and delete additional names for accounts and contacts.
- Support unformatted phone number (Account, Contact, and Household REST APIs): Accept unformatted phone numbers as input and parse them into separate phone number fields, such as country code, area code, and phone number.
- Allow fetching of inactive and merged records (Account, Contact, and Household REST APIs): Enable web services to get records with active, inactive, and merge statuses.
Steps to Enable
No steps are required to enable this feature.
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 |
|---|---|---|
| 19 JAN 2018 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
Customers Upgrading from Release 12
If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness content for Release 13 (updates 17B - 17D, as well as, updates 18A - 18B) to learn about all of the features available in release 13.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at SALESCLOUD-PRODEX_WW@ORACLE.COM.
Optional Uptake of New Features (Opt In)
We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt in to a feature in two ways: by using the New Features work area, or by using the Setup and Maintenance work area.
To opt in using the New Features work area:
- Click the Navigator, and then click New Features (under the My Enterprise heading).
- On the New Features page, select the offering that includes new features you’d like to review.
- Click Opt In for any feature that you want to opt in to.
- On the Edit Features page, select the Enable option for the feature, and then click Done.
To opt in using the Setup and Maintenance work area:
- Click the Navigator, and then click Setup and Maintenance.
- On the Setup page, select your offering, and then click Change Feature Opt In.
- On the Opt In page, click the Edit Features icon.
- On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close.
- Click Done.
| Action Required to Enable Feature |
|||||
|---|---|---|---|---|---|
| Feature |
None (Automatically Available) |
Enable via Opt In UI Only |
Enable via Opt In UI Plus Additional Steps |
Not Enabled via Opt In UI but Setup Required |
Issue Service Request |
|
|||||
RESTful Services to Fetch Address Formats Based on Countries |
|
||||
RESTful Services to Synchronize Accounts and Contacts with Import Definitions |
|
||||
RESTful Services to Resolve Duplicates
View reports on duplicate resolution for accounts and contacts using RESTful services. If the duplicate resolution process merged records, then the merge details are sent to the subscribing applications.
Steps to Enable
No steps are required to enable this feature.
RESTful Services to Fetch Address Formats Based on Countries
Configure formatting requirements based on business-specific settings on the Manage Address Format Configuration page in the Setup and Maintenance work area. Develop a user interface using REST APIs that allows entry of only valid addresses for countries based on customer address format configurations and existing geography data.
Steps to Enable
No steps are required to enable this feature.
RESTful Services to Synchronize Accounts and Contacts with Import Definitions
Enable common object definition and standard mapping among RESTful service and import interfaces to simplify integration. Use the following to simplify integration:
- Address elements at header level added for the Account and Contact REST object.
- CurrencyCode attribute.
Steps to Enable
No steps are required to enable this feature.
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