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 |
|---|---|---|---|
| 14 DEC 2022 | Created initial document. |
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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 January 6, 2023. Check back after general availability for complete information.
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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:
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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.
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Publish or delete any in-progress sandboxes. Read the Overview of Sandboxes topic in the Configuring and Extending Applications guide for more information.
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Review the latest Known Issues and Update Documents for this release (Doc ID 1603154.1) on My Oracle Support.
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Review Oracle CX Sales and B2B Service: Removed Features (Doc ID 2530879.1) on My Oracle Support.
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Review the IMPORTANT Actions and Considerations in this document, to see what additional actions you may need to take after your update.
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.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users 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. |
Customer Must Take Action before Use by End Users 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. |
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|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
||
Use Custom Dimensions as Filters for Territory Customer Inclusions |
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Use Custom Dimensions as Filters for Territory Customer Inclusions
Allow the sales operations team to use custom dimensions as filters for territory customer or partner inclusions. These are available under other dimensions when editing territory inclusion coverages.
Sales organizations can define up to 10 custom dimensions, in addition to the existing dimensions, and use them as filters for customer and partner inclusions when defining the boundaries of a salesperson's area of responsibility.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
None
Key Resources
- See the "Territories" chapter in the sales Implementation Reference guide.
Role And Privileges
- Sales Administrator
Use an improved and efficient rollup process for faster rollup of credits. The Rollup process makes the most optimal use of the resources in the environment and creates rollup credits efficiently.
Faster execution of sales operations tasks for the analyst.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See the "Credit, Rollup, and Classification Processing" chapter in the Using Incentive Compensation guide.
Role And Privileges
- Incentive Compensation Analyst
- Incentive Compensation Manager
Manage Participant Role Assignments with Import Management
You can now make bulk changes to participant role assignments using Import Management.
This will help you in:
- Easier participant role management
- Streamline plan assignment using roles
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See the "Participant Assignments" chapter in the Using Incentive Compensation guide.
- See the "Import Your Data" chapter in the Understanding Import and Export Management for CX Sales and Fusion Service guide.
Role And Privileges
- Compensation Manager
- Compensation Analyst