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 |
|---|---|---|
| 20 OCT 2017 | Update 17D | New features delivered in update 17D. |
| 01 SEP 2017 | Update 17C | New features delivered in update 17C. |
| 21 APR 2017 | Update 17B | New features delivered in update 17B. |
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 OCT 2017 | 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.
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.
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 resource to prepare for, deploy, and validate your Oracle Engagement Cloud upgrade to Release 13:
- Read the Oracle Sales and Engagement Cloud: Performing Your Release 13 Upgrade (Doc ID 2253572.1) on My Oracle Support to learn how to prepare for, validate, and deploy Release 12.
- If you have not yet done so, review the introduction guide to upgrades: Release Upgrade Planning (Doc ID 2016981.1) on My Oracle Support
- Review the latest Known Issues and Update Documents for this release (Doc ID 1603154.1) on My Oracle Support.
| Action Required to Enable Feature |
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|---|---|---|---|---|---|
| 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 |
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Batch Export and SOAP Service for Duplicate Resolution
Provides an exit route from Customer Data Management to transfer customer information to the subscribing applications.
Steps to Enable
No steps are required to enable this feature.
Account and Contact Simplified Views
Enables you to import bank-related attributes including Branch Number, Branch Code, Bank Code, and Branch flag for account simplified view. Also, you can import the "Do Not Enable" related flags including Do Not Call, Do Not Contact, Do Not Email and Do Not Mail contact simplified view.
Steps to Enable
No steps are required to enable this feature.
Create Merge Business Events on Accounts and Contracts
Provides an exit route from Customer Data Management to transfer master account and contract information to the subscribing applications through Integration Cloud Service.
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 |
|---|---|---|
| 01 SEP 2017 | 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.
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 Oracle Cloud Applications and we now give you the option to take advantage of new functionality at a pace that suits you. The ‘New Features UI’ is available to you from your cloud homepage, where you can make your choices and do any configuration necessary.
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.
| Action Required to Enable Feature |
||||
|---|---|---|---|---|
| Feature |
Automatically Available |
End User Action Required |
Administrator Action Required |
Oracle Service Request Required |
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Improved Field Selection for Duplicate Identification Batch Creation |
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Option to Search Multiple Addresses From Address Verification |
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Option to Add Fields for Party Selection
Enable data stewards to find and select the correct party members when creating account hierarchies. You now have the option to add more attributes from the account, contact and household objects to the Search and Select picker on the Create Hierarchy page. You can add both standard and custom fields to the Search section or the Result section of the Add Members page.
Steps to Enable
No steps are required to enable this feature.
Primary Name Only for Address Geography Selection
Display only the primary names for geographies in the list of values for address selection. A new profile option makes it possible to disable alternate names for address geographies so the list of values is uncluttered and it is easy for reps to find the correct geography.
When You Enter an Address, You See the Primary Name
Steps to Enable
Enable the profile, HZ_ADDRESS_DISABLE_ALT_NAMES, to see the primary name in the address geography list. By default the value is 'No'.
Improved Field Selection for Duplicate Identification Batch Creation
Create improved duplicate identification rules by adding more fields, such as Account Type or Profile Class, in the duplicate identification process.
Steps to Enable
No steps are required to enable this feature.
Option to Search Multiple Addresses From Address Verification
Allow sales representatives to search and select from multiple similar addresses when verifying account or contact addresses using Data Cloud Address Verification Service.
Steps to Enable
No steps are required to enable this feature.
Simplified Setup for Attribute Survivorship Rules
Survivorship rules are an integral part of any deduplication and cleanup process for account and contact records. Three new seeded attribute rules allow you to set up survivorship quickly and reduce ramp up time. The attribute rules can also be copied and modified by customers to meet their own requirements.
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 |
|---|---|---|
| 21 APR 2017 | Created initial document. |
Oracle Customer Data Management enables organizations to consolidate and maintain a best version customer profile that sales reps and sales managers can trust.
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.
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 Oracle Cloud Applications and we now give you the option to take advantage of new functionality at a pace that suits you. The ‘New Features UI’ is available to you from your cloud homepage, where you can make your choices and do any configuration necessary.
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.
| Action Required to Enable Feature |
||||
|---|---|---|---|---|
| Feature |
Automatically Available |
End User Action Required |
Administrator Action Required |
Oracle Service Request Required |
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Enhanced Security for Personally Identifiable Information (PII) |
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Create and adjust match rules and scores. You can use a custom method that meets your organization’s data match requirements.
Steps to Enable
- Go to Setup and Maintenance work area.
- Search for an go to the Manage Enterprise Data Quality Matching Configurations task.
- Go to the Manage Match Rules section.
- Review, modify, and add custom rule.
Optional Exact Name Match for Accounts and Contacts
Disable exact name match for accounts and contacts when Data Quality is turned on. Two new profile options allow you to ensure that the Data Quality engine does not return an exact name match when you create new accounts or contacts.
Steps to Enable
No steps are required to enable this feature.
Export account hierarchy information for use in other systems. With Parent Account Party ID available as an attribute for the Account Profile export object, you can export account hierarchy information and recreate account hierarchies within other applications. Any account that does not have a parent ID has a null value.
Steps to Enable
No steps are required to enable this feature.
Enhanced Security for Personally Identifiable Information (PII)
Secure data or information that is used to uniquely identify, contact or locate a person. Personally Identifiable Information (PII) includes data such as social security number, home address, bank account numbers, home phone and more. These enhancements provide additional security to protect confidential and sensitive contact data and prevent unauthorized use.
The following two new data security privileges allow you to secure Mobile Phone Number data:
- View Trading Community Person Mobile Phone Number
- Manage Trading Community Person Mobile Phone Number
All the standard (non-custom) sales job roles have access to the data in the Mobile Phone Number field by default. You have the option to remove access for any job role.
Steps to Enable
After upgrade to Release 13, users with any of the standard (non-custom) sales job roles continue to have access to the data in the Mobile Phone Number field by default. However, users with custom job roles see masked data in the Mobile Phone Number field.
To expose PII data for Mobile Phone Number to users with custom job roles, add the following data security privileges to custom job role or individual user:
- HZ_VIEW_TRADING_COMMUNITY_PERSON_MOBILE_PHONE_DATA
- HZ_MANAGE_TRADING_COMMUNITY_PERSON_MOBILE_PHONE_DATA
Key Resources
- For information on assigning PII privileges, see Oracle Sales Cloud Assigning Personally Identifiable Information Privileges Using Security Console (Doc ID 2224401.1) on My Oracle Support.
Maintain a set of valid keys as part of the configuration lifecycle. Incremental key generation will help to fill the key generation gaps created by users disabling real-time key generation processes.
You can maintain a set of valid keys as part of the match configuration lifecycle.
Steps to Enable
No steps are required to enable this feature.
Merge Performance Improvements
Match and merge large volumes of data with greater efficiency. Oracle Customer Data Management offers improved merge performance and faster cycle time for merge requests. You can also tune auto-merge performance through profile options.
You can improve auto-merge performance by controlling scope of merge through the profile options.
Steps to Enable
- Go to the setup and Maintenance work area.
- Search for an go to the Manage Administrator Profile Values task.
- Search for the Scope of Merge Process (ORA_ZCH_MERGE_SCOPE) profile value.
- Update the value as per your business requirement.
For example, if you select "Customer data management specific areas", then the merge scope is restricted to customer party objects.
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