This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top.
| Date |
What’s Changed |
Notes |
|---|---|---|
| 01 NOV 2016 |
Core Sales Force Automation: Attachments |
Added profile option to control display of attachment. |
| 01 OCT 2016 |
Application Security: New Privileges and Granted Roles |
Added privileges for Sales Catalog. |
| 02 SEP 2016 |
Added new feature delivered in Update 8 (August). |
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| 01 JUL 2016 |
Added link to instructions for transitioning to simplified pages (Step 4). |
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| 01 JUL 2016 |
Oracle Sales Cloud Mobile App: Mobile Productivity Enhancements for Sales Reps |
New enhancements for sales reps. |
| 01 JUL 2016 |
Configuration and Customization: Integration and Extensibility Documentation |
Documentation to help you customize, extend, and integrate with Oracle Applications Cloud is now available in the Oracle Help Center. |
| 01 JUN 2016 |
Communications: Siebel CRM Product Synchronization |
New feature: You can import items from Siebel CRM into Oracle Sales Cloud to generate opportunity revenue and quote line items. |
| 01 JUN 2016 |
Communications: Siebel CRM Organization Mapping |
New feature: Organization information can be synchronized between Oracle Sales Cloud and Siebel CRM. |
| 01 JUN 2016 |
Customization Migration: Enhanced Customization Migration |
Enhanced Customization Migration is now available. |
| 01 MAY 2016 |
Customer Data Management: Blue Coat Cloud Data Protection |
Blue Coat Data Protection is now available. |
| 01 APR 2016 |
Added information to help you plan, deploy and validate your upgrade to Release 11. |
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| 01 APR 2016 |
Application Composer: Accessing Parent Object Data in Custom Subtab Record Creation |
Added information about automatically populating custom subtabs with parent object data. |
| 01 APR 2016 |
Communications: Post-Upgrade Instructions for Communications |
Added instructions for upgrading from Oracle Sales Cloud for Communications Release 10 to Release 11. |
| 01 APR 2016 |
Post-Upgrade Tasks: Update Application Composer Customizations to the Latest Enhanced Behavior |
Revised several steps. |
| 01 MAR 2016 |
Initial Document Creation. |
This guide outlines the information you need to know about new or improved functionality available in Oracle Cloud Release 11. 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.
We welcome your comments and suggestions to improve the content. Please send your feedback to SALESCLOUD-PRODEX_WW@ORACLE.COM.
This section gives you information to help you plan, deploy and validate your upgrade to this release. We frequently update this document so don’t forget to check back and get the latest information before you start your upgrade.
Use the following resources to prepare for, deploy, and validate your Oracle Sales Cloud upgrade to Release 11.
- Watch the Oracle Sales Cloud: Release 11 Upgrade video to learn how to prepare for, validate, and deploy Release 11. You can also download the information presented in the recording as a PDF file (attached to Doc ID 2117401.1) on My Oracle Support where you can click links that open resources and sites mentioned in the presentation.
- Migrate Sales Account customizations to the Account object, see Migrating Sales Account Customizations (Doc ID 1967829.1) on My Oracle Support.
- Roll out new features available in this release by following the Project Plan video in the Oracle Learning Library.
- Delete or publish all sandboxes.
- Save your custom reports to safe folders so that they are not overwritten during the upgrade.
- If you have not yet done so, review the introduction guide to upgrades: Release Upgrade Planning (Doc ID 2016981.1) on My Oracle Support.
- See a Sample Project Plan (PDF file attached to Doc ID 2117413.1) on My Oracle Support.
- Either before or after your upgrade to Release 11, you need to transition your sales team to the simplified pages. Desktop pages containing duplicate functionality now available in simplified pages will soon no longer be supported. For more information, see Simplified Pages FAQ: Transitioning to Simplified Pages (Oracle Sales Cloud) (Doc ID 1663336.1) on My Oracle Support.
- Review the latest Known Issues and Update Documents for this release (Doc ID 1603154.1) on My Oracle Support.
IMPORTANT: The video directs you to perform two tasks before your upgrade, which apply to certain customers who started in earlier releases:
IMPORTANT: The video also provides instructions for performing two tasks that everyone must do before every upgrade:
Some of the new Release 11 features are automatically available to users after the upgrade and some require action from the user, the company administrator, or Oracle.
The following table provides a quick view of the actions required to enable each of the Release 11 features.
| Action Required to Enable Feature |
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| Feature |
Automatically Available |
End User Action Required |
Administrator Action Required |
Oracle Service Request Required |
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| Social Network User InterfaceSocial Network User Interface |
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| Add Referring Items to Social Objects, Conversations, and Walls |
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| Configurable Sales Home Page for High Tech and Manufacturing |
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| Update Application Composer Customizations to the Latest Enhanced Behavior |
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Sales teams can access Oracle Sales Cloud on smartphones to quickly execute transactions and maximize selling time. Release 11 provides sales reps greater efficiency with more capabilities built into the Call Report app. Sales reps can view lists to identify call reports that need attention and can add more details to call reports using their smartphones. The new Deal Management app gives channel sales managers the flexibility to complete deal management tasks quickly while away from the office. Oracle Sales Cloud Mobile has been enhanced to support dynamic choice lists for standard and custom objects. For companies using incentive compensation, the new Mobile Commissions app gives sales reps anytime, anywhere access to their compensation details.
To begin using Release 11 smartphone apps, download the latest version from the Apple App Store (iPhone), Google Play (Android), or the Oracle Sales Cloud instance (Blackberry).
The Oracle Sales Cloud Mobile app is the most efficient way for sales reps, managers, and executives to access Oracle Sales Cloud from a smartphone.
Dynamic Choice List Fields for Mobile Pages
Dynamic choice lists are now available for Oracle Sales Cloud Mobile. Using Application Composer, you can customize mobile pages in Oracle Sales Cloud to include dynamic choice list fields for standard and custom objects.
STEPS TO ENABLE
No steps are required to enable this enhancement.
Key Resources
For more information about Mobile Apps, see the documents listed under Use Mobile Applications in the Oracle Help Center.
Mobile Productivity Enhancements for Sales Reps
The following productivity enhancements for sales reps are now available in the Oracle Sales Cloud Mobile App:
- Automatically log outbound calls
- List state and city as drop-down fields when entering addresses
- Configure application server and port settings using a URL
- Add team members to accounts and opportunities
Steps to Enable
- To log outbound calls automatically, see “Setting up Mobile Applications > How can I set up automatic logging of e-mails and calls?” in Oracle Sales Cloud Implementing Sales in the Oracle Help Center.
- To enable selectable address fields, see About Setting Up Geography Reference Data in Oracle Applications Help.
- To configure application server and port settings using a URL, see “Setting up Mobile Applications > How can I automatically populate the host information for Mobile Sales users?” in Oracle Sales Cloud Implementing Sales in the Oracle Help Center.
- To add team members to accounts and opportunities, see “Using Sales Cloud Mobile Applications > How can I add team members to an Opportunity or Customer's sales team?” in Oracle Sales Cloud Using Sales in the Oracle Help Center.
Key Resources
For more information about Mobile Apps, see the documents listed under Use Mobile Applications in the Oracle Help Center.
The Call Report app is designed to help sales reps complete tasks in one minute or less, improving their productivity and increasing sales. With Release 11, sales reps can do the following:
- View all of their appointments
- View the call reports they have logged
- View the call reports they need to complete
- Dismiss calls from the Calls To Log list
- Add predefined objectives to call reports
- Add attachments to call reports
- Update a contact’s buying role and affinity when creating a call report
- Create ad hoc call reports to log ad hoc activities
- Call, email, message, or locate contacts
Upon opening the call report app, you can see all your appointments in a list view. You can call, email, text, or locate the primary contact directly from the contact wheel.
Steps to Enable
To use the new Call Report App, you must download the app from the Apple App Store or Google Play.
NOTE: You must also have an active Oracle Sales Cloud user account.
Key Resources
- For a demonstration of this enhancement, see the Mobile Enhancements: Call Report App release training on the Customer Experience Release Readiness page.
- For more information about Mobile Apps, see the documents listed under Use Mobile Applications in the Oracle Help Center.
The Deal Management app is a single-purpose app that enables channel sales managers to complete deal management tasks quickly. Using the Deal Management app on their smartphones, channel sales managers can do the following:
- View deal registrations pending my approval
- View all my deal registrations
- Approve, reject, or return deal registrations
- Identify potential duplicate opportunities for a deal registration
- Call, email, message, or locate partner contacts
- Search deal registrations
- View open opportunities
- Edit opportunities
- Search opportunities
You can check deal registrations pending your approval in the Pending list. You can check deal registrations and their status in the All list.
Steps to Enable
To use the new Deal Management App, you must download the app from the Apple App Store or Google Play.
NOTE: You must also have an active Oracle Sales Cloud user account.
Key Resources
- For a demonstration of this enhancement, see the Mobile Enhancements: Deal Management Mobile App release training on the Customer Experience Release Readiness page.
- For more information about Mobile Apps, see the documents listed under Use Mobile Applications in the Oracle Help Center.
For companies using Oracle Incentive Compensation, the Mobile Commissions app allows sales reps to review their compensation details anytime, anywhere. When they open the app, sales reps get a quick snapshot of their commissions and bonus payments with easy access to further details, including the following:
- Last Incentive Payment
- Current Earnings
- Current Credit Attainment
- Disputes
- Performance
Sales reps can also keep track of commission progress. The Updates tab shows the last three earnings, credits, and payment transactions. If specific details are needed, then you can provide interactive custom reports that display in real time within the Mobile Commissions app.
You can review your compensation details anytime, anywhere.
Steps to Enable
To use the new Mobile Commissions App, you must download the app from the Apple App Store or Google Play.
NOTE: You must also have an active Oracle Sales Cloud user account.
Key Resources
For more information about Mobile Commissions, see “Mobile Commissions” in Using Incentive Compensation in the Oracle Help Center.
The Oracle Mobilytics app helps sales leaders gain important business insights using an iPad. With new customization options, you can change default metrics and report parameters to provide sales executives with the most meaningful data. The new Retail Execution tablet app is specifically designed to allow retail sales reps in the consumer goods industry to execute store visits with ease.
Oracle Sales Cloud apps for tablets are available from the Apple App Store.
Oracle Mobilytics provides sales executives with unprecedented mobile business intelligence, insight into sales performance, and the ability to model forecasts with interactive graphics created specifically for the iPad.
You can customize the report metrics displayed in the Oracle Mobilytics app to suit your organization’s business needs. The following customizations are now possible:
- Specify how many years worth of data to bring into Oracle Mobilytics. Opportunity data in the Oracle Mobilytics app is based on the fiscal year defined in Oracle Sales Cloud.
- Determine the opportunity size on the Deal Radar Report by defining a range for the opportunity revenue amounts.
- Change the number of months that determines whether opportunities are placed in the inner, middle, or outer bands on the Deal Radar Report, Time-Months view. By default, the inner circle displays opportunities that will close in the current month; the middle circle displays opportunities that will close next month; and the outer circle displays opportunities that will close three months from the current date.
- Change the number of interactions that determines whether opportunities are placed in the low, medium, or high bands on the Deal Radar Report, Sales Activity view. By default, the inner circle displays opportunities with eight or more interactions; the middle circle displays opportunities with four to eight interactions; and the outer circle displays opportunities with four or less interactions.
- Customize the tenure and attainment percent on the Team Tracker performance card by specifying different tenures and attainment rates.
You can customize report metrics to suit your organization’s business needs.
Steps to Enable
- Many Mobilytics metrics are configurable using profile option values. Perform the following steps to configure profile option values:
- From the Navigator, choose Setup and Maintenance.
- Search for Manage Administrator Profile Values.
- In the Module field, select Mobilytics.
- Click Search.
- In the Search Results area, select the Profile Option you want to change.
- Enter the desired value in the Profile Values area.
For more information about setting up mobile applications and a table listing the available options and defaults, see Oracle Sales Cloud Implementing Sales in the Oracle Help Center.
Available in both online and offline modes, the new Oracle Sales Cloud Retail Execution app enables retail sales reps to plan and execute the following retail store visit tasks using their tablet device:
- View a list of store visit appointments
- Review a guided store visit tasks list
- Prepare for the store visit using the Account 360
- Check in to begin the store visit
- Audit inventory
- Present promotions and add promotional items to the shopping cart
- Order products on site to restock inventory
- Capture signatures and submit shopping cart items to create an order
- Check out to end the store visit
- Mark store visit tasks as complete
The app automatically captures the time for each store visit, from check in to check out, allowing sales managers to measure the efficiency of store visits. The Oracle Sales Cloud Retail Execution app is compatible with iPad and Android tablet devices.
You can review store visit appointments, check in to the stores, and perform relevant store visit tasks.
STEPS TO ENABLE
To use the new Oracle Sales Cloud Retail Execution app, you must download the app from the Apple App Store or Google Play. You must also have an active Oracle Sales Cloud Consumer Goods user account.
- Start the app.
- Enter the host name for your Oracle Sales Cloud Consumer Goods instance. To determine your company’s Oracle Sales Cloud Consumer Goods host name, follow these steps:
- On the desktop, sign in to Oracle Sales Cloud and go to the accounts page or contacts page.
- View your browser address line.
- Enter your Oracle Sales Cloud Consumer Goods user name and password.
The host name for your company’s Sales Cloud Consumer Goods instance is the part after the https:// to the next slash (/). For example: if the URL is https://fap0655-crm.oracle.com/customer/faces/CrmFusionHome, then use the host name fap0655-crm.oracle.com.
- The Retail Execution app is supported on the following mobile operating systems and supported devices:
- iOS 8.0 and later
- Android tablets running 4.0 or later with minimum 1 GHz processor, or 1 GHz Dual Core or better (recommended), and at least 1 GB of total RAM
- You must have Sales Cloud Consumer Goods implemented to use Retail Execution App.
- Data security is based on job role, which is designated in Oracle Sales Cloud. Sales reps and sales managers will see the same data they see in the Oracle Sales Cloud application.
Key Resources
- For a demonstration of this enhancement, see the Consumer Goods Enhancements: Retail Execution Tablet App release training on the Customer Experience Release Readiness page.
- For information about implementing Oracle Sales Cloud for Consumer Goods, see Oracle Sales Cloud Getting Started with Consumer Goods Implementation in the Oracle Help Center.
- For information about using Oracle Sales Cloud for Consumer Goods, see Oracle Sales Cloud Using Sales for Consumer Goods in the Oracle Help Center.
Oracle Sales Cloud provides embedded sales analytics to help you identify key events, guide sales activities, and improve deal performance. Release 11 provides expanded analytics capabilities, more prebuilt reports, and a fresh visual design for Oracle’s Business Intelligence tools. A new dashboard gives channel sales managers easy access to key performance indicators. Sales administrators have more options to create targeted reports for sales teams, including the ability to create reports combining standard and custom subject areas and the option to show account and contact relationships and long text fields in reports. Enhanced error handling and an updated UI make it easier to create effective and useful reports.
Channel Sales Manager Dashboard
The channel sales manager dashboard provides six prebuilt Key Performance Indicators (KPIs) that provide channel sales managers with easy access to relevant information. Available from the Dashboard icon, the dashboard includes these prebuilt KPIs:
- Actual vs Quota
- Top Open Opportunities
- Stalled Opportunities
- Open Pipeline
- Deal Registrations
- Team Performance
The channel sales manager dashboard provides six key performance indicators.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
For a demonstration of this enhancement, see the Sales Cloud Analytics Enhancements release training on the Customer Experience Release Readiness page.
Prebuilt Report for Customer Asset Analysis
The new, prebuilt Customer Asset Analysis report helps sales managers analyze the composition of their customer’s owned assets (installed base) for each industry, geography, and product line.
Steps to Enable
No steps are required to enable this enhancement.
Prebuilt Report for Partner Sales Reps
The following two new, prebuilt reports help partner sales reps track their own pipeline and get details about their deals:
- Top Open Opportunities
- Stalled Opportunities
Steps to Enable
No steps are required to enable this enhancement.
Reports Combining Standard and Custom Subject Areas
You now have the flexibility to create reports that combine attributes and metrics from custom and standard subject areas that share a common dimension. For example, you can create a report that combines data from a custom opportunity subject area with any standard, opportunity-related subject area such as Sales-CRM Pipeline. You can create combined reports for an array of standard objects, including accounts, contacts, households, opportunities, partners, sales accounts, territories, and resources.
You can create a report using a prebuilt subject area and a custom subject area.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
For a demonstration of this enhancement, see the Sales Cloud Analytics Enhancements release training on the Customer Experience Release Readiness page.
New Subject Areas for Relationship Reporting
The new Account Relationship, Contact Relationship, and Partner Relationship subject areas enable you to build custom reports that show the custom relationship between accounts, contacts, partners, and other organizations and persons.
You can build reports that show the custom relationship between accounts, contacts, partners, and other organizations and persons.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
For a demonstration of this enhancement, see the Sales Cloud Analytics Enhancements release training on the Customer Experience Release Readiness page.
New Subject Areas for Account Asset Reporting
The new Account Asset Reporting subject area enables you to build custom reports that show the details of all assets that have been assigned to an account.
You can build custom reports showing the details of all assets that have been assigned to an account.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
For a demonstration of this enhancement, see the Sales Cloud Analytics Enhancements release training on the Customer Experience Release Readiness page.
New, nonrollup quota metrics for territories and resources are now available for quota management reporting. These metrics enable you to build custom reports for the territory or resource hierarchy that reference the quota at each node level and ensure that metrics aren’t incorrectly rolled up along the hierarchy.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
For a demonstration of this enhancement, see the Sales Cloud Analytics Enhancements release training on the Customer Experience Release Readiness page.
New Subject Areas for Account and Contact Notes
The new Account Notes and Contact Notes subject areas enable you to build custom reports that include the notes and associated attributes that have been created for an account or contact.
The new Account Notes and Contact Notes subject areas.
Steps to Enable
No steps are required to enable this enhancement.
You can now include all standard and custom long text fields in your reports by selecting the fields from standard or custom subject areas.
Steps to Enable
No steps are required to enable this enhancement.
The partner hierarchy has been added to all partner dimensions. This hierarchy enables you to create custom reports showing revenue and other transaction metrics rolled up by the partner hierarchy defined in Oracle Sales Cloud.
You can create custom reports showing revenue and other transaction metrics rolled up by the partner hierarchy.
Steps to Enable
No steps are required to enable this enhancement.
Tips and Considerations
- You can define the relationship types that you use. You can remove relationship types that you don’t use, add additional relationship types that you need, and edit any relationship types that you want to change.
- The Oracle standard default layout contains the Relationships subtab, but if you have created any custom layouts, then the Relationships subtab won’t appear in those layouts. You must re-create your custom layout to include the new Relationship subtab.
Key Resources
For a demonstration of this enhancement, see the PRM Enhancements: Partner Management release training on the Customer Experience Release Readiness page.
When an error prevents a report from displaying properly, Oracle Sales Cloud shows details explaining the error. Having more information will help you fix the issue and create error-free reports in the future.
Steps to Enable
No steps are required to enable this enhancement.
A fully redesigned component set and interactions are now available for mobile, desktop, and Oracle Cloud applications. The updated interface for Oracle Business Intelligence Answers, Oracle Business Intelligence Enterprise Edition Dashboards, and Oracle Business Intelligence Publisher provides a fresh visual design and modern layout for Oracle Sales Cloud Analytics.
The Oracle Business Intelligence UI has been updated.
Steps to Enable
No steps are required to enable this enhancement.
Release 11 provides many enhancements to the Oracle Social Network UI.
For a description of this enhancement, see Global Search in Oracle Social Network.
The Oracle Social Network navigation menu has been expanded to include Overview, My Wall, and Favorites.
Oracle Social Network Navigation Menu
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
See the Oracle Social Network help: Social Networking In… > Oracle Applications Cloud.
Upload Documents from Cloud Document Stores
You can add a file from the cloud to Oracle Social Network.
Steps to Enable
Set up an account with a cloud document store, such as Google Drive.
Key Resources
See the Oracle Social Network help: Social Networking In… > Oracle Applications Cloud > How do I share a document with others?
View and Create Document Annotations
Annotations provide a way to comment on a document. You can view and create annotations when previewing the document. For example, using annotations you can add a pushpin marker to a document preview and enter a comment about the document where the pushpin is placed. Each person's annotations appear in a unique color, making it easy to follow who said what.
You can view and create annotations when previewing the document.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
See the Oracle Social Network help:
- Social Networking In… > Oracle Applications Cloud > How do I view document annotations?
- Social Networking In… > Oracle Applications Cloud > How do I annotate a document?
Documents View in Conversations and Walls
You can view a list of all documents and folders in a conversation or wall by clicking the Documents tab in the conversation or wall.
Documents View
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
See the Oracle Social Network help: Social Networking In… > Oracle Applications Cloud > How do I view a document?
Recent Activity, Trending, and Contacts Panels
You can see the most recent messages in the Recent Activity section on the right side of the Social panel. It includes the following sections:
- Recent Activity—Displays the most recent actions of the people you follow and objects that you’re a member of.
- Trending—Displays the conversations, collections, hashtags, social objects, and walls with the most people in them at the moment. It also shows any conferences running in the conversations that you’re a member of. You can click
to join the conference. - Contacts—Displays your list of contacts and the contacts’ presence. You can click a contact to quickly open a one-on-one conversation or view the person's profile.
NOTE: If the Recent Activity section on the right doesn’t appear, then your browser window is not wide enough. Expand the browser window to see it.
Recent Activity, Trending, and Contacts Panels
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
See the Oracle Social Network help: Social Networking In… > Oracle Applications Cloud > How do I open the Social panel to view social activity?
You can mark walls, conversations, or messages as favorites to quickly access items you refer to frequently.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
See the Oracle Social Network help: Social Networking In… > Oracle Applications Cloud > How do I mark a wall, conversation, or message as a favorite?
Real-Time User Preference in Conversations and Walls
A colored border appears around the users’ pictures to indicate people's presence—that is, whether they are online (a green full circle), online but inactive (a yellow three-quarter circle), or offline (a gray half-circle). Presence is shown for your contacts in the Contacts panel and in conversations and walls.
Presence Indicators
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
See the Oracle Social Network help: Social Networking In… > Oracle Applications Cloud > How do I collaborate and socialize in the social network?
You can start a web conference from a conversation or a wall.
Steps to Enable
No steps are required to enable this enhancement. However, your server must support web conferences and you must have a web conference account.
Key Resources
See the Oracle Social Network help:
- Administration > Managing Conferencing
- Social Networking In… > Oracle Applications Cloud > How do I start a web conference?
Start Conversations with Groups
You can easily start a conversation with a whole group from the group’s wall.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
See the Oracle Social Network help: Social Networking In… > Oracle Applications Cloud > How do I start a Conversation with a group?
For a description of this enhancement, see Restore Deleted Messages.
Add Referring Items to Social Objects, Conversations, and Walls
Referring items are the Social Objects and collections that an item has been added to. You can add referring items to a Social Object, conversation, or wall to relate the item they’re working on back to its associated Social Object or group it with other similar items in a collection. Grouping items in this way makes it easier to find all associated content.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
See the Oracle Social Network help: Social Networking In… > Oracle Applications Cloud > How do I view or add referring items to a Conversation or wall?
Change Display Language of Conversations and Walls
You can change the language setting to display system messages in a conversation or wall in a language other than the default language. The language setting affects all members' views of the conversation or wall.
Any system messages posted after the language is changed appears in the new language. System messages that were posted before the language change, however, remain in the language that was in place when they were posted. Messages and files posted to the conversation or wall are unaffected; that is, they appear in the language that they were written in.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
See the Oracle Social Network help: Social Networking In… > Oracle Applications Cloud > How do I change a Conversation or wall’s language?
View Items That a Group is a Member Of
You can view the conversations and walls a group is a member of by clicking the Member Of tab while viewing a group.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
See the Oracle Social Network help: Social Networking In… > Oracle Applications Cloud > How do I see which conversations and walls a group is a member of?
If you created a conversation that you don't need or don't need to refer to anymore, you can delete it, but you must be the only member.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
See the Oracle Social Network help: Social Networking In… > Oracle Applications Cloud > How do I delete a Conversation?
You can rename a folder from the Documents tab.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
See the Oracle Social Network help: Social Networking In… > Oracle Applications Cloud > How do I rename a folder?
Social Object Visibility Settings
Social Object visibility settings affect the default setting for new Social Objects. Visibility settings also affect whether users can make Social Definition instances (Social Objects) public.
If you set the Social Object to be discoverable, then the Social Definition displays in the Social Objects drop-down list in the user interface, and users can make Social Objects public in the same way they would make a conversation public. Public Social Objects appear in search results and in the Available area on the Social Objects page. If the Social Object isn’t discoverable, then users can’t see the Social Definition or any of its Social Objects unless it is shared with them.
The Default Visibility Setting specifies whether newly-created Social Objects are publicly available or members-only by default. After the Social Object is created, users can change this setting.
STEPS TO ENABLE
- Sign in to Oracle Social Network as an administrator.
- From the Administration UI, click Social Definitions.
- Select the Social Definition that you want to change. Its Properties page opens.
- Under Visibility, enable or disable Allow Public (Discoverable) Social Objects.
- Select a Default Visibility Setting.
KEY RESOURCES
See the Oracle Social Network help: Administration > Social Definitions > Editing Social Definition Properties
Global Email Notification Option
The Email Notifications setting allows you to globally enable or disable email notifications. When enabled, email notifications are sent to recipients, based on user settings.
Steps to Enable
- Log in to Oracle Social Network as an administrator.
- From the Administration UI, click General. The General page is displayed by default when you enter the Administration section of the user interface.
- Under Notifications, enable or disable Email Notifications.
KEY RESOURCES
See the Oracle Social Network help: Administration > General Properties > Editing General Properties
Oracle Social Network Desktop provides easy access to Oracle Social Network from your computer desktop.
Oracle Social Network now supports sign in through federated SSO. Federated authentication support is required when you are using Oracle Social Network in Oracle Sales Cloud and you require user authentication using your own identity management provider. If you are using an on-premise authentication solution or a Cloud-based provider, then you must define URLs to be used at specific points during the automatic client authentication process.
Steps to Enable
With the standard authentication process, no special configuration is required. However, if you use a custom login page, then you must define properties for your sign-in URL, so that Oracle Social Network can send the client user to the correct destinations during the sign-in process.
Key Resources
For more information about managing federated authentication, see “Administering Oracle Social Network” in Oracle Cloud Using Oracle Social Network in the Oracle Help Center.
Option to Save Open Tabs on Exit
By default, your open tabs are saved when you exit Oracle Social Network Desktop. The next time you sign in, the Detail window opens, showing those saved tabs. You can change this option in your settings.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
See the Oracle Social Network help: Desktop > Configuring Your Settings > How do I prevent my previously opened tabs from showing up when I reconnect?
You can search a Conversation or wall for unread messages, flags assigned to you, or messages or documents that include specific text or that were posted by a particular person. The controls in the Posts header enable you to find and navigate the results.
Unread Messages controls
Flags controls
Text Search and Posted By controls
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
See the Oracle Social Network help:
- Desktop > Getting Started > What is the Detail window?
- Outlook > Using Conversations > How do I find items in a Conversation or wall?
Improved Filter and Sorting Options for Search Results
You can filter search results by result type (for example, conversations or documents). After filtering by a result type, additional filter and sort options become available.
To see additional filter options, click 
.
Additional Filter Options
To see additional sort options, click the options menu (click
on the Search Results banner), then select Sort.
Additional Sort Options
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
See the Oracle Social Network help:
- Desktop > Using Hashtags/Search > How do I search?
- Outlook > Using Search > How do I run a search?
Cloud Document Adapter for Oracle Documents
Oracle Social Network now includes a cloud document adapter to integrate with Oracle Documents.
Steps to Enable
See the Oracle Social Network help:
- Administration > Cloud Document Services
- Outlook > Configuring Your Settings > How do I connect to my documents in the cloud?
Key Resources
Oracle Social Network help: Outlook > Using Documents/Folders > How add files to a Conversation or wall?
Context Menu for Search Results
You can right-click a search result to see actions associated with the result type.
Search Results Context Menu
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
See the Oracle Social Network help: Desktop > Using Hashtags/Search > How do I search?
Add Related Conversations to Offline Briefcase
When you add items to your offline briefcase, if the item includes related conversations, then you’ll be asked if you want to add the related conversations to your briefcase as well.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
See the Oracle Social Network help: Desktop > Working Offline > How do I add an item to my Offline Briefcase?
When a user deletes a message,
appears where the message used to be. To restore the deleted message, click.
NOTE: Only a service administrator, the person who posted the message, or the person who deleted the message can restore the deleted message.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
See the Oracle Social Network help:
- Social Networking In… > Oracle Applications Cloud > How do I delete a message?
- Outlook > Using Conversations > How do I delete a message?
Core Sales Force Automation (SFA) enhancements are built to meet the essential needs of sales reps and sales managers, giving them access to customer and sales information from a tablet or smartphone. With Release 11, sales reps now have easy access to contract details, the ability to evaluate contacts and households with assessments, and the power to manage their own product promotions. The new deal calendar reduces duplication of effort by allowing sales reps to coordinate sales activities and view all recent and upcoming appointments for their accounts and opportunities. Enhanced forecasting capabilities and the addition of unit-based forecasting ensures forecast accuracy. Account and opportunity assignment is more accurate with the option to define accounts with multiple industry and organization classifications. Sales managers can reassign account territories and transfer mass records when sales reps leave the company or change jobs. Sales administrators can define and maintain products in Oracle Sales Cloud using simplified pages, import, or Web services.
When a sales rep changes jobs or leaves the company, all of her records must be transferred to a new owner. Oracle Sales Cloud, Release 11, provides an easy way to transfer multiple records from an existing owner to a new owner. From a centralized screen, sales managers can now transfer lead, opportunity, deal registration, and custom object records to a new owner.
You can transfer multiple records from an existing owner to a new owner.
Steps to Enable
This feature is automatically available to Sales Administrators. To enable sales managers and other roles to mass transfer opportunities, leads, or deal registrations, add the Run Mass Transfer Process policy to the duty role (for instance, Sales Manager) in APM. It is recommended that you first copy the seeded role and then add the policy to the new role.
Control the display of the attachment component using a profile option. A new profile option, ZCA_ATTACHMENT_ENABLE_BASIC, is added that allows a display of two-column popup window showing type and filename/URL columns of the attachment. This is the default behavior. If the profile option is disabled, then the Attachments window now shows the following seven columns: Type, File Name or URL, Category, Title, Description, and Attached By Attached Date.
To add additional categories use the existing Manage Attachment Categories setup page.
Steps to Enable
To enable this feature and show the seven columns, set the ZCA_ATTACHMENT_ENABLE_BASIC profile option to No.
Global Search and List Management
Quickly find your critical sales information using global search and use list management to create your own accounts, contacts, opportunities, or leads lists.
Global Search in Oracle Social Network
You can search everything in Oracle Social Network at once with a global search.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
See the Oracle Social Network help: Social Networking In… > Oracle Applications Cloud > How do I search?
For a description of this enhancement, see Find in Conversation.
Improved Filter and Sorting Options for Search Results
For a description of this enhancement, see Improved Filter and Sorting Options for Search Results.
Context Menu for Search Results
For a description of this enhancement, see Context Menu for Search Results.
Filter Search Results by Posting User
You can filter search results by the person who posted the item. After performing a global search, enter a name in the Posted By box and select a user from the drop-down list.
Steps to Enable
No steps are required to enable this enhancement.
KEY RESOURCES
See the Oracle Social Network help: Getting Started > Everyday Tasks > How do I search?
Sales reps can now use the percent sign (%) and an asterisk (*) interchangeably to find information from Oracle Sales Cloud global search.
Steps to Enable
No steps are required to enable this enhancement.
Build solid business relationships with a complete and accurate view of your accounts, contacts, and households. Release 11 provides greater efficiency and more customization options for Oracle Sales Cloud’s simplified pages. Sales managers can now assign account territories by changing the account owner field. Sales reps can highlight important accounts and contacts with favorites, assessment options, and an influence map. Options to customize overview pages and subtabs allow you to show the most important information to your sales team.
Territory Assignment Based on Account Owner
You can now use the account owner field to determine territory assignment for accounts. Territory assignment based on account owner can be particularly useful when a team member leaves the company or is reassigned to a different territory. In that case, the sales manager can reassign all of the sales rep’s accounts to a different owner, which triggers the reassignment of territories for those accounts to the territories of the new owner.
Sales managers can assign territories from one account owner to another.
Steps to Enable
To enable territory assignment using the account owner information, use your sales administrator credentials.
- Navigate to Setup and Maintenance.
- Search for the Manage Customer Center Assignment Objects task.
- Click the Accounts row.
- Click the Candidates tab.
- Click the Account Territory row.
- Click the Account Territory Mapping Sets tab.
- Create an attribute mapping that uses the account owner information.
- If you want to base territory assignment on both the territory coverage and the account owner, then add an assignment mapping. If there are three sales rep territories with overlapping coverage, then the sales rep (territory) who owns the account will be assigned to the account.
- Alternatively, if you want to base territory assignment on the account owner information only, then set the existing (seeded) attribute and dimension mappings (for Acct, Geo, ActTyp, OrgTp, Csize, and Indst) to inactive. The literal mappings should remain active.
NOTE: It is assumed that the Aux1, Aux2, and Aux3 dimension mappings are already set to inactive (the default setting).
Key Resources
For a demonstration of this enhancement, see the Accounts and Contacts Enhancements release training on the Customer Experience Release Readiness page.
Sales reps can now quickly access the accounts they work on most frequently by marking them as favorites. Favorite accounts are easy to see in lists and easy to find using search and list management. Accounts can be designated as favorites directly in Oracle Sales Cloud or the accounts can be created and marked as favorites using Web services.
Under the Accounts list view, sales reps can set multiple accounts as favorites.
Steps to Enable
- Start Application Composer.
- Navigate to the Accounts standard object and select pages.
- Edit the fields in the summary table to select the favorite field.
Key Resources
For a demonstration of this enhancement, see the Accounts and Contacts Enhancements release training on the Customer Experience Release Readiness page.
Multiple Industry and Organization Classifications
Account classification is more flexible, providing greater accuracy for account qualification and territory assignment. You can now assign primary as well as nonprimary industry and organization type values to accounts. You can also load your own industry and organization classifications and use them to qualify your accounts. When an account is allocated multiple classification values, you have the option to use all of the values to determine territory-based assignment for accounts, and opportunities or leads with an associated account. You also have the option to use only the primary account classification.
You can load your own industry classifications and use them in addition to standard classifications.
Steps to Enable
To enable your own classifications to be used to qualify accounts:
- Start Application Composer.
- Navigate to the Accounts standard object and select pages.
- Edit the fields in the detailed layout to select the All Industries and All Organization Types fields.
To enable multiple values to be used in assignment processing:
- Navigate to Setup and Maintenance.
- Search for the “Manage Customer Center Assignment Objects” task.
- Click the Accounts row.
- Click the Candidates tab.
- Click the Account Territory row.
- Click the Account Territory Mapping Sets tab.
- Select the appropriate mapping and select edit.
- Change the work object value to Account Industry (or Account Organization Type) and select the code assignment for the work object attribute “low” value.
- Save and publish your changes.
Key Resources
- For a demonstration of this enhancement, see the Accounts and Contacts Enhancements release training on the Customer Experience Release Readiness page.
- For more information on assigning accounts using industry classification codes, see Industry Classification and Opportunity Assignment (Doc ID 2086014.1) on My Oracle Support.
New in Oracle Sales Cloud’s simplified pages, the Influence Map is a graphical view that shows how the contacts for an account are related to each other. Sales reps can also see a quick snapshot of information about each contact, including job title, buying role, influence level, and affinity. From the Influence Map, sales reps can manage reporting relationships and drill down to contact details.
From the Contacts subtab, you can click the Graphical View icon to see an interactive view of the organization hierarchy.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
For a demonstration of this enhancement, see the Accounts and Contacts Enhancements release training on the Customer Experience Release Readiness page.
Contact and Household Assessments
Your sales teams can now evaluate contacts and households using assessments. Assessments provide ratings and feedback and can be customized with business logic that prompts action that’s based on the assessment rating. You can hide or display the Assessment subtab on the contact and household details pages. When the Assessment subtab is displayed, sales reps can create new assessments and edit or delete existing assessments.
You can use the assessment templates to evaluate contacts and households by answering a series
of questions.
Steps to Enable
The Contact and Household assessment subtab is hidden by default. To expose the subtab:
- Start Application Composer.
- Navigate to the contacts or household standard object and then select Pages.
- In the Detail Page Layout region, enable the Assessments subtab by clicking the Hide, Show, or Reorder Subtabs icon.
To create a new assessment template, do the following:
- Navigate to Setup and Maintenance.
- In the Manage Customer Center Assessment Template task, create a new template for contacts or household.
Key Resources
For a demonstration of this enhancement, see the Accounts and Contacts Enhancements release training on the Customer Experience Release Readiness page.
Sales reps and sales managers can view and manage contracts from their account, contact, and household details pages. The number of active contracts is easy to see in the Overview tab. Contract details are available from the Contracts subtab, which includes prebuilt lists showing active, in process, on hold, closed, and all contracts. You can also add a section to the account, contact, and household overview pages to show the number of contracts. That number links to details in the Contracts subtab.
Sales reps and sales managers can view and manage contracts from their account, contact, and household details pages.
Steps to Enable
The Active Contract infolet is hidden by default. To show the Active Contract infolet:
- Start Application Composer.
- Navigate to the accounts, contacts, or household standard object and then select Pages.
- In the Edit Overview subtab on the Detail Page Layout, configure the Active Contracts infolet to be displayed.
Key Resources
For a demonstration of this enhancement, see the Accounts and Contacts Enhancements release training on the Customer Experience Release Readiness page.
Configuration and Customization Options for Contacts
Customize the contact card view to give sales reps quick access to the contact information they use most often. The default fields on the contact cards include contact name, title, main phone number, and email address. You can now hide, show, and change the display order of standard or custom fields on the contact cards.
As an administrator, you can also hide or show the alphabet bar using Application Composer.
You can customize the Contacts card view.
Steps to Enable
- Start Application Composer.
- Navigate to the contacts standard object and then select Pages.
- In the Configure Card View, you can hide, show, and reorder any standard or custom fields.
Key Resources
For a demonstration of this enhancement, see the Accounts and Contacts Enhancements release training on the Customer Experience Release Readiness page.
See all of your activities in one place and quickly add appointments, create tasks, and log calls related to your accounts, contacts, households, partners, leads, and opportunities.
The Deal Calendar enables sales teams to better coordinate sales activities by providing a quick view of all of the appointments for an opportunity or an account. Using the deal calendar, sales reps can do the following:
- See the full schedule of recent and upcoming appointments for an opportunity or account.
- Switch between calendar views, including day, week, month, and agenda.
- Create and access saved opportunity, account, and team calendars from a side panel.
From the side panel, groups of users can be predefined and saved as a calendar view.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
For a demonstration of this enhancement, see the Core SFA Enhancements: Deal Calendar release training on the Customer Experience Release Readiness page.
Use Oracle Sales Cloud to track the full life cycle of an opportunity, from creation through every stage until it's closed.
Configurable Credit Recipients and Forecast Territories
You can now customize the logic used to assign sales credits and set the territories used for forecasting. The ability to configure this logic ensures that the right sales rep gets credit and that the forecast territory is synchronized with the credit recipient. The following are some example scenarios where you can use this feature:
- When a sales rep creates an opportunity for one or more products, all opportunity line items must be credited to that sales rep and forecasted for that sales rep’s territory, regardless of how the opportunity line items are assigned.
- When an opportunity is created by one sales rep but shared by many, each line item of the shared opportunity must be credited to the corresponding sales rep and forecasted in that sales rep’s territory.
- When opportunities are imported into Oracle Sales Cloud using file-based data import or Web services, the credit recipient must be set to the account owner.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
To customize the standard Revenue Territory Assignment process, see Customizing Credit Recipients and Forecast Territories Assignment (Doc ID 2089301.1) on My Oracle Support.
When adding products to opportunities, sales reps can now find relevant products by browsing through the product hierarchy. Search capabilities also allow sales reps to find products by keyword.
Steps to Enable
To enable the Browse Sales Catalog button on the Products table in the simplified UI, perform the following steps:
- In the Manage Opportunity Profile Options task in Setup and Maintenance, search for the Browse Sales Catalog in Opportunities Enabled profile option.
- Set the profile value to Y to enable Browse Sales Catalog button.
View, manage, and submit forecasts from your desktop or mobile devices. Embedded analytics provide information that you can use to improve the accuracy of your forecasts.
Sales managers can now forecast product quantities in addition to revenue. Especially useful in the manufacturing industry, unit forecasting enables sales managers to view and adjust forecast line items by quantity. Sales managers can also view and adjust the total quantity forecasted by product and time.
You can view and adjust forecast line items by quantity.
Steps to Enable
If you enabled forecast adjustments by product (checked Enable Product Totals in the Select Forecasting Options setup task), then you can permit sales managers to adjust forecasts by editing the product quantity in addition to the revenue (quantity times price).
To enable the quantity adjustment, you edit the ORA_ZSF_SHOW_METRICS lookup type and enable the ORA_QUANTITY lookup code.
To enable forecast adjustment by product quantity:
- Navigate to the Setup and Maintenance work area and search for the Manage Standard Lookups task.
- Click the task name link in the search results.
- Search for the lookup type, ORA_ZSF_SHOW_METRICS, or the Meaning, Forecast metric options.
- Highlight the row containing this lookup type.
- In the Lookup Codes region, find the lookup code ORA_QUANTITY and select Enabled.
- Click Save and Close.
Quantity is now enabled for selection in the Show list on the Edit Forecast page on the Products tab.
Key Resources
For a demonstration of this enhancement, see the Sales Forecasting Enhancements:
Simplified User Interface release training on the Customer Experience Release Readiness page.
Enhancements for Simplified Forecasting
Using Oracle Sales Cloud’s simplified pages, sales managers can do the following:
- Find past, current, and future forecasts
- Perform ad hoc searches
- Create and manage saved searches
- Switch between a list view and a card view on the Forecasts page
- Manage subordinate or delegated forecasts
- Withdraw a submitted forecast
- Refresh forecast items
- Copy forecast values from the previously submitted forecast
- Remove forecast adjustments to return to an unadjusted state
You can find past, current and future forecasts, perform ad hoc searches, and create and manage saved searches.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
For a demonstration of this enhancement, see the Sales Forecasting Enhancements:
Simplified User Interface release training on the Customer Experience Release Readiness page.
Create a catalog of products for sales reps to select when entering opportunities and leads.
Manage your company’s products using Oracle Sales Cloud’s simplified pages. You can define your products and pricing manually within Oracle Sales Cloud, import products and pricing from external applications, or synchronize changes to product information from external applications using RESTful Web services.
You can create a product by entering basic information in a simple interface.
Steps to Enable
No steps are required to enable this enhancement.
Pricing administrators can now create, edit, and delete simple promotions, enabling sales reps to promote specific products for their accounts.
You can create promotions that offer structured preapproved discounts.
Steps to Enable
No steps are required to enable this enhancement.
Web Services for Products and Price Books
Standards-based RESTful Web service calls allow you to maintain product and price book data in Oracle Sales Cloud or other applications and synchronize changes in real-time. Oracle Sales Cloud supports operations to create, update, delete, and retrieve information about price books, products, and product attachments.
You can create one or more price books that include pricing information for products.
Steps to Enable
No steps are required to enable this enhancement.
You can import product and pricing information into Oracle Sales Cloud using Oracle’s familiar file-based data import tool.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
For more information on data import and export, see the following:
- Setup and Maintenance > File Import Enhancements Release 10 training on the Customer Experience Release Readiness page.
- Oracle Sales Cloud Understanding File-Based Import and Export (Doc ID 1564536.1) on My Oracle Support.
Partner Relationship Management
Oracle Sales Cloud streamlines partner relationship management (PRM) and indirect sales processes to increase the value of the partner network. With Release 11, Oracle Sales Cloud PRM provides powerful, user-friendly, configurable tools for critical channel management business processes, such as business planning, marketing development funds, and channel program management. Several new capabilities simplify the administration of the partner portal and promote higher partner adoption.
For a description of this enhancement, see Deal Management App.
Channel Sales Manager Dashboard
For a description of this enhancement, see Channel Sales Manager Dashboard.
Channel account managers can author partner business plans to record joint commitments between the brand owner and partners to achieve specific strategic goals. In collaboration with partners, channel account managers can finalize detailed, measurable objectives and get partner approval. Later, objective attainment can be recorded, making it possible to track and analyze how objectives were met. Partners have full visibility into their business plans, can participate in the approval process, and can create activities and Marketing Development Fund (MDF) requests related to their business plans.
Channel account managers can collaborate with channel partners to define strategic objectives.
Steps to Enable
No steps are required to enable this enhancement.
Marketing Development Funds (MDF)
Brand owners can now manage MDF budgets, requests, and claims. Channel operations managers can create and activate MDF budgets. As soon as a budget is activated, eligible partners can use the funds to implement strategic marketing initiatives. Using the partner portal, partners can create and submit requests for marketing funds, which go through an approval process. When an MDF request is approved by the channel manager, the partner can perform the marketing activity. To be reimbursed for the marketing expenses incurred, partners submit one or several MDF claims against the approved MDF request. Approved claims are paid by the brand owner. Channel managers can register key payment information using MDF claim settlements.
Channel manager can track all MDF requests pending their approval.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
For a demonstration of this enhancement, see the Partner Relationship Management Enhancements: Marketing Development Funds release training on the Customer Experience Release Readiness page.
Brand owners can distinguish and reward channel partners for their loyalty and performance using tiers, partner programs, and program or tier benefits. Channel operations managers can create and manage partner programs with or without tiers. They can also maintain a library of benefits that can be offered to partners based on partner tier and program enrollment. Channel account managers can assign a tier to a partner and enroll the partner in programs that apply to the partner’s country of operation and tier. Any channel user can view the list of benefits enjoyed by the partner when the partner is enrolled in a particular program. Partner administrators who sign into the partner portal can see their company’s tier and tier badge, signifying their level of achievement in the brand owner’s partner programs.
Channel account managers can offer benefits to partners based on partner tier and program enrollment.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
For a demonstration of this enhancement, see the Partner Relationship Management Enhancements: Partner Program Management release training on the Customer Experience Release Readiness page.
Partner Hierarchies and Distributor-Reseller Relationships
Channel managers can now capture and view comprehensive partner profile data and can manage complex partner hierarchies for large global or multi-site resellers. They can also manage relationships between resellers and distributors or other third-party relationships. In addition, channel managers can analyze indirect sales relationships and configure security access and business rules using partner hierarchies and relationships.
Channel managers can see key partner business metrics at global, domestic, and regional levels.
No steps are required to enable this enhancement.
Tips and Considerations
- You can define the relationship types that you use. You can remove relationship types that you don’t use, add additional relationship types that you need, and edit any relationship types that you want to change.
- The Oracle standard default layout contains the Relationships subtab, but if you have created any custom layouts, then the Relationships subtab won’t appear in those layouts. You must re-create your custom layout to include the new Relationship subtab.
Key Resources
For a demonstration of this enhancement, see the Partner Relationship Management Enhancements: Partner Management release training on the Customer Experience Release Readiness page.
Partner Home Page Announcements
The configurable news and announcements section of the partner portal delivers critical information to partners, such as product launch details or announcements about upcoming seminars or recommended training. Partner sales reps see the announcements when they sign in. You can configure announcements to appear by country, partner type, level, or for a specific list of partners. Partner sales reps see only the announcements configured for their company.
You can configure the news and announcements section of the partner portal.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
For a demonstration of this enhancement, see the Partner Relationship Management Enhancements: Partner Management release training on the Customer Experience Release Readiness page.
Self-Service Registration for Partners
You can now offer a self-service registration process for prospective partners, which includes your branding, business process, and usability requirements. A new RESTful Web service API for the partner object makes it possible to build a registration page that integrates with Oracle Sales Cloud. A customizable approval workflow makes it possible for your channel sales team to review and approve registration requests. Alternatively, you can configure your own registration approval workflow to accommodate your unique and complex business requirements.
You can review and approve registration requests quickly using a customizable approval workflow.
Steps to Enable
No steps are required to enable this enhancement.
Tips and Considerations
By default, partner registration approval requests go to the channel operations manager. To meet your organization’s business requirements, you can change the notification process to send approval requests to someone else.
Key Resources
For a demonstration of this enhancement, see the Partner Relationship Management Enhancements: Partner Management release training on the Customer Experience Release Readiness page.
Using partner user impersonation capabilities, channel operations managers and channel account managers can sign in as a partner sales rep to resolve portal issues. The manager doesn’t need explicit permission from the partner sales rep in order to investigate and troubleshoot issues with the partner portal. All information updates made during an impersonated session are recorded through the audit reporting framework. You can control which roles have the authority to impersonate a sales rep.
Channel operations managers and channel account managers can sign in as a partner sales rep
to resolve portal issues.
Steps to Enable
No steps are required to enable this enhancement.
Tips and Considerations
- Auditing during impersonation is enabled by default. You can disable auditing as needed.
- You can control how many days after you impersonate a partner user that the user name will be available on the UI for you to sign in as that user. The default number of days is three.
Key Resources
For a demonstration of this enhancement, see the Partner Relationship Management Enhancements: Partner Management release training on the Customer Experience Release Readiness page.
Accept or Reject Leads from Email
Partner sales reps can quickly accept or reject assigned leads directly from email. When a lead is distributed to a partner, the primary partner contact is assigned to the lead and receives an email with lead summary information. The partner sales rep can accept or reject the lead directly from the email, which will update the lead in Oracle Sales Cloud. Partner sales rep can also use the direct link provided in the email to view lead detail information and accept or reject the lead from the lead details page.
Partner sales reps can accept or reject assigned leads directly from email.
Steps to Enable
- Navigate to the Setup and Maintenance work area, Sales offering.
- Search for the Manage Administrator Profile Values task.
- In the Profile Option Display Name: Use Default Lead Notification Process field, set the profile value to Yes.
Tips and Considerations
By default, email is sent to the primary partner contact. You can change the notification process as follows:
- Setup is performed within the Customer Relationship Management module.
- Open the Business Process Management Worklist application.
- Click Administration and select the Task Configuration tab.
- Select the LeadNotificationTask.
Key Resources
For a demonstration of this enhancement, see the Partner Relationship Management Enhancements: Partner Management release training on the Customer Experience Release Readiness page.
With Release 11, all Partner Relationship Management functionality, including program management, marketing development funds, partner portal, partner management, deal registration, and channel manager dashboard, is now available in Oracle Sales Cloud’s simplified pages. Consequently, the following features are no longer supported in the desktop pages; they are only available in the simplified pages:
- Budgets
- Programs
- Channel Dashboard
- Partner Dashboard
Steps to Enable
No steps are required to enable this enhancement.
Oracle Contracts provides a comprehensive solution for managing sales contracts. Release 11 provides greater flexibility in authoring, pricing, and signing contracts.
External Web Services for Contracts
Contracts Web services are now published and available for use outside of Oracle Sales Cloud. You can create, update, delete, and merge contracts or send contract details to other applications. This ability simplifies integration with external applications and makes it easier to model your end-to-end contract life cycle.
Steps to Enable
No steps are required to enable this enhancement.
Overriding the Electronic Signature Process
If electronic signatures are enabled for a contract type, then all contracts of that type go through an electronic signature process by default. You can override this default and make the signature process manual at the contract level. This flexibility allows you to accommodate specific cases, such as companies that don’t accept electronic signatures.
You can control whether a contract must be electronically signed.
STEPS TO ENABLE
No steps are required to enable this enhancement.
Key Resources
For a demonstration of this enhancement, see the Contracts Enhancements release training on the Customer Experience Release Readiness page.
Negotiate Pricing Adjustments for Product Groups
You can now define pricing adjustments on sales agreements by product group. To support this change, price book selection is now optional, allowing you to define pricing adjustments for a line item independent of product prices sourced from a price book.
You can negotiate pricing at a group level.
Steps to Enable
- Assign the Group line type to the contract type that you have defined for your sales agreements using the Contract Types task.
- If you prefer to set up your own line type, you can reference the seeded line type source ‘Group, sell agreement’ and assign your line type to your contract type.
Key Resources
For a demonstration of this enhancement, see the Contracts Enhancements release training on the Customer Experience Release Readiness page.
Contract Flexfield Attributes Based on Contract Type
Contract flexfields make it easy for you to capture additional information when you create a contract. The attributes that you want to capture might vary by contract type. To make the authoring process more efficient, you can specify which attributes apply to the contract type and display only those fields in the additional information section of the contract.
You can capture all applicable attributes based on the type of contract that you select.
Steps to Enable
- Use the Manage Value Sets task to set up a value set based on the contract type name.
- Using the Manage Contract Descriptive Flexfields task, define the context segment to reference the contract type value set created in the previous step.
- Select Manage Contexts to set up the context sensitive values for the contract types. These are the attributes that you see in the Additional Information region when creating a contract of that type.
- Save your changes and return to the Manage Contract Descriptive Flexfields page to deploy the flexfield.
- Associate each context code with the matching contract type on the Edit Contract Type page.
Key Resources
For a demonstration of this enhancement, see the Contracts Enhancements release training on the Customer Experience Release Readiness page.
Sales Performance Management (SPM) enables companies to improve sales effectiveness, streamline incentive compensation, and achieve targeted revenue goals. Release 11 offers improved payment tracking, enhanced compensation plan distribution, and a configurable paysheet approval process. Oracle Sales Cloud’s SPM solution now provides quota management compatibility for simplified territory management and improvements to territory synchronization.
Define sales goals to align with top-down sales objectives based on revenue or product groups, set quotas, and track sales performance against these objectives.
Compatibility with Simplified Territory Management
Updates made directly to active territories using the simplified Territory Management UI or Web services are now compatible with Quota Management. If you enable the active territory updates feature, then any current or future sales quotas defined within a quota plan can be updated to reflect the latest territory definitions.
Steps to Enable
No steps are required to enable this enhancement.
Tips and Considerations
It is recommended that you schedule the Synchronize Quotas process to run on a regular basis.
Set up sales territory models efficiently and evaluate the effectiveness of your territories to increase sales performance.
Streamlined Synchronization Process
Geography setup changes are reflected in Territory Management immediately, you don’t need to run the Load and Activate process.
You have the option to exclude the Geography dimension from Load and Activate processing. If the Geography dimension is excluded, then Load and Activate will run significantly faster but the gaps and overlaps reports will be unavailable.
The territory management synchronization process doesn’t have to process geography records.
Steps to Enable
There are two parts to this feature, as follows:
Part 1: Territory Geography setup changes are reflected in Territory Management immediately. The setup changes are automatically available; you don’t need to explicitly enable them.
Part 2: You can exclude the Geography dimension from Load and Activate processing. Upgrading customers must deselect the Enable Territory Validations option on the Enable Dimensions and Metrics page to take advantage of this benefit. For new customers, no action is required.
Key Resources
For a demonstration of this enhancement, see the Territory Management Enhancements: Streamlined Synchronization Process release training on the Customer Experience Release Readiness page.
Planned Changes in Future Releases
See Oracle Sales Cloud Removal of Features (Doc ID 2061778.1) on My Oracle Support for information about changes to Territories in future releases.
Incentive Compensation empowers organizations to streamline the introduction of new plan initiatives, provides productivity tools to reduce administrative costs, and presents relevant business insights to direct sales performance.
For a description of this enhancement, see Mobile Commissions App.
Compensation Plan Distribution Enhancements
The following incentive compensation plan design and plan acceptance features have been enhanced:
- Mass submission for plan document approval and acceptance
- Reviewable published plan documents
- Contract terms assignment validation
Mass Submission for Plan Document Approval and Acceptance
Compensation managers can create a plan document distribution request and submit it for processing. This mass submission process enables participant plans to be published for multiple participants for their approval and acceptance.
Compensation managers can do the following:
- Create a new request or edit an existing request, as long as the request was not submitted previously.
- Search and select participant plans to be included with the request.
- Save the request at any time.
Submitting the request launches an ESS job for all of the participants included in the request. The ESS job creates the plan document and starts the approval workflow process.
Compensation managers can create a new request or edit an existing request.
To search for existing requests:
- Navigate to the Participant Assignments work area.
- Select the Manage Plan Document Distribution Requests task.
- Enter the name of an existing request.
- If the request has not been submitted already, drill down on the name to go to the edit page and edit the details.
Reviewable Published Plan Documents
Analysts can review published compensation plans in two work areas:
- Participant Snapshot work area > Manage Compensation Plan task.
- Participant Assignments work area > Manage Compensation Plan task.
Contract Terms Assignment Validation
When a contract term is associated with a compensation plan, validations are included so that the compensation plan can have only one contract term associated with it at any time.
STEPS TO ENABLE
- Navigate to Setup and Maintenance > Manage Parameters.
- Set the attribute, Enable Plan Approval and Acceptance Workflow, to yes.
You can now enter your organization’s summarization logic in the setup UI and improve indirect crediting performance. This enhancement makes it possible to summarize rollup attainment at the individual level.
You can summarize rollup attainment at the individual level.
Steps to Enable
- Navigate to Setup and Maintenance > Manage Parameters.
- Set the attribute, Aggregate Transactions Based on Custom Criteria During Rollup, to yes.
When you’ve finished testing and want to start from the beginning with new transactions, credits, earnings, payments, and plans, you can purge data using a new process available in Enterprise Manager.
You can purge incentive compensation transactional data for selected business units.
Steps to Enable
This feature is available for users assigned to a security role with the Purge Transactional Test Data privilege and access to the Scheduled Processes navigator tool menu. Incentive Compensation provides these privileges to the Incentive Compensation Application Administrator job role.
By submitting the Purge Incentive Compensation Transactional Test Data process, incentive compensation transactional data, such as transactions, credits, earnings, and paysheets, are purged for the business units selected. This is useful during your implementation testing phase. It is important to note that purged data cannot be retrieved.
Oracle Sales Cloud for Outlook
Oracle Social Network Add-In for Outlook provides access to Oracle Social Network from within Microsoft Outlook.
For a description of this enhancement, see Support for Federated SSO.
Invite Contacts from Your Outlook Address Book
If extended collaboration is enabled, you can invite people from your Outlook address book to join Oracle Social Network. You can invite a person by opening the contact, then clicking Invite from the Oracle Social Network actions in the Outlook ribbon. An email is sent to the contact inviting them to join Oracle Social Network.
Invite people from your Outlook address book to join Oracle Social Network.
Steps to Enable
To enable extended collaboration:
- Sign in to Oracle Social Network as an administrator.
- From the Administration UI, click Extended Collaboration.
- Enable the Invitations option.
- Edit the Employee Whitelist or Outside Users Whitelist as needed to specify email domains where users can be invited from.
- Add your company's "base" domains into the Employee Whitelist field.
For example, if you sign in to Oracle Social Network as lia.kuang@example.com, put example.com in the Employee Whitelist field. If you skip this step, you won’t be able to sign in to Oracle Social Network after saving your change and signing out.
Key Resources
See the Oracle Social Network help:
- Administration > Managing Collaboration
- Outlook > Working with People > How do I invite my contacts from my Outlook address book to join Oracle Social Network?
For a description of this enhancement, see Find in Conversation.
Improved Filter and Sorting Options for Search Results
For a description of this enhancement, see Improved Filter and Sorting Options for Search Results.
Cloud Document Adapter for Oracle Documents
For a description of this enhancement, see Cloud Document Adapter for Oracle Documents.
View Details for Underlying Social Objects
A Social Object might include a link back to the associated record in the source system, such as customer relationship management. If available, then you can open the source record by clicking View Details in the Options menu (clickon the Social Object banner) or at the bottom of the list of the Social Object's attributes.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
See the Oracle Social Network help: Outlook > Using Social Objects > How do I view the details of a Social Object?
You can view a list of the conversations you’ve downloaded for offline use by clicking
on the navigation bar.
Offline Panel
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
See the Oracle Social Network help: Outlook > Working Offline
Option to Automatically Publish Offline Changes
You can set your offline preferences to automatically publish changes you make to offline items. The changes are posted when you connect to your account.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
See the Oracle Social Network help: Outlook > Configuring Your Settings > How do I set offline preferences?
For a description of this enhancement, see Restore Deleted Messages.
Oracle Sales Cloud Customer Data Management allows organizations to consolidate and maintain a best version customer profile that sales reps and sales managers can trust. Release 11 provides support for tokenization of personal attributes with Blue Coat Cloud data protection. Additional capabilities using Oracle’s Data as a Service provide social media enrichment for accounts and contacts.
The Data as a Service (DaaS) Integration with Oracle Sales Cloud now enables sales teams to further enrich accounts and contacts with social media attributes and icons. Sales reps and sales managers can choose from 127 social attributes or handles. Some of the most popular social media handles include LinkedIn, Facebook, Google, Twitter, Klout, and YouTube. The data is continuously updated in partnership with Dun & Bradstreet.
To use the new DaaS attributes, you must map them to custom attributes for accounts and contacts. Perform the following steps:
- Navigate to the Setup and Maintenance work area.
- Select the Sales offering.
- Click Setup.
- Enter %data%cloud% in the Search Tasks field.
- In the Task list, select Manage Social Data and Insight Cloud Attribute Mapping and Preferences.
- Select the Attribute Mappings tab.
- Find the new social attributes from DaaS and map them to accounts or contacts as appropriate.
Blue Coat Cloud Data Protection
Oracle Sales Cloud’s integration with Blue Coat provides additional data protection for personally identifiable information as part of Oracle customers’ corporate and legal compliance requirements. With a hybrid cloud model using tokenization, confidential and sensitive data remains stored in a token vault, a local database behind the firewall on the customer’s site. The data never enters Oracle Sales Cloud. Even though the data is tokenized, sales reps and sales managers can still search, sort, and run reports in Oracle Sales Cloud. The token generation and protection processes are transparent to sales reps and sales managers. No additional sign-ins or special processes are required.
An unauthorized user sees an obfuscated character set for sensitive data when bypassing the BlueCoat proxy.
Steps to Enable
- Set up policies to mark selected attributes as protected.
- Choose the tokenization scheme for sensitive data.
- Define the sorting option for search results, for instance, sort on the first three characters of the clear value.
Tips and Considerations
- Exact search in List Management is supported only on protected attributes. Application Developer Framework automatically disables other search operators on protected attributes. You can’t use global search or auto-suggest.
- Geography setup data using seeded or purchased geography data must be tokenized.
- Assignment Manager and Territory Management are not supported because these features use geographical locations.
- During address entry, validation and lookups aren’t provided on geography fields.
- Address cleansing isn’t supported.
Key Resources
For more information on setting up Oracle Sales Cloud to use data tokenization, see Implementing Oracle Sales Cloud with Blue Coat Cloud Data Protection (Doc ID 2097722.1) on My Oracle Support.
Oracle Sales Cloud’s industry solutions use the comprehensive Oracle product portfolio to address distinct industry-specific requirements. Currently available preconfigured industry solutions include: High Tech and Manufacturing, Financial Services, Consumer Goods, and Communications. Release 11 further demonstrates Oracle’s continued investment in industry solutions. New capabilities include bid management for the High Tech and Manufacturing industry, enhanced needs analysis and more financial profile information for the Financial Services industry, a new retail execution tablet app and trade fund management for the Consumer Goods industry, and sales coach for contract renewals for the Communications industry. The addition of a configurable sales home page for each industry solution provides quick insights into Key Performance Indicators (KPIs) that are specific to each industry.
Oracle Sales Cloud for High Tech and Manufacturing provides structured selling capabilities that show your sales reps what they need to know and what they need to do to plan and execute each opportunity methodically. Sales reps can keep track of sales goals and strategy throughout the year.
Streamline manufacturing sales execution by enabling partners to submit bids and resell manufacturers’ products. Using the new bid management capabilities, channel account managers and partner sales reps can do the following:
- Create and update project opportunities and associate one or more bid opportunities with each project.
- Associate tasks and appointments with bid opportunities and log calls for bid opportunities.
- View the My Open Bid Opportunities and My Open Project Opportunities lists.
- Analyze bid-related KPIs, including the number of total bids and bid amount, on a configurable home page.
- Collaborate on bid opportunities with partners using Oracle Social Network Conversations.
Channel account managers and partner sales reps can create and update project opportunities and associate one or more bid opportunities with each project.
Steps to Enable
By default, project and bid opportunities are enabled for channel account managers and sales reps but not for partner sales reps. You can enable these opportunities for partner sales reps as desired.
To use the new bid opportunity and project opportunity page layouts, follow the setup instructions in Oracle Sales Cloud Getting Started with High Tech and Manufacturing Implementation in the Oracle Help Center. See these chapters in particular: “Enabling Page Layouts for Roles,” “Configuring Analytics,” and “Configuring Sales Methodology.”
There are three basic steps:
- Make a copy of the new bid opportunity layout and the new project opportunity layout.
- Place the complete groovy script that has been provided for you in the advanced expressions column of the page setup form.
- Associate job roles with each layout. You can use the recommended job roles or use your own.
Tips and Considerations
If you don’t define sales process and stages for Bid and Project Opportunities, then the Sales Coach section for the Opportunity summary page will be blank.
Key Resources
- For a demonstration of this enhancement, see the Oracle Sales Cloud for High Tech and Manufacturing release training on the Customer Experience Release Readiness page.
- For information about using Oracle Sales Cloud for High Tech and Manufacturing, see Oracle Sales Cloud Using Sales for High Tech and Manufacturing in the Oracle Help Center.
Configurable Sales Home Page for High Tech and Manufacturing
The configurable sales home page provides prebuilt KPIs that focus on channel sales. The prebuilt home page for High Tech and Manufacturing also includes three reports:
- Sales Performance
- Pipeline
- Top Opportunities
Prebuilt KPIs and reports focus on channel sales.
Steps to Enable
Perform the following steps to make the new infolets and reports available to your users.
The new sales infolets page should already be enabled in your environment. If it is enabled, you’ll see two dots on the springboard. The dot on the left displays the standard springboard with the full complement of object icons and folders. The dot on the right displays the new sales infolets page. If you don’t see the dot on the right, follow the instructions in the implementation guide to enable it. You’ll need to do this only once.
To make the two infolets available on the new sales infolets page:
- Associate each infolet with specific job roles. It is recommended that you make them available for direct sales users but this is your decision.
- Add the infolets to the sales infolets page.
To display the reports:
- Make a copy of the reports.
- Associate the appropriate job roles with the reports.
- Place the reports on the sales infolets page.
For more information about setting up your implementation, see Oracle Sales Cloud Getting Started with High Tech and Manufacturing Implementation in the Oracle Help Center.
Key Resources
- For a demonstration of this enhancement, see the Oracle Sales Cloud for High Tech and Manufacturing release training on the Customer Experience Release Readiness page.
- For information about using Oracle Sales Cloud for High Tech and Manufacturing, see Oracle Sales Cloud Using Sales for High Tech and Manufacturing in the Oracle Help Center.
Oracle Sales Cloud for Financial Services provides a single 360° view of customer information and interactions that retail bankers can use to build a personalized relationship with each customer and offer financial products and services that best suit a customer’s unique needs. With an integrated Marketing Cloud solution, banks can automate the process of identifying, creating, and nurturing referrals to cross-sell products on any channel including social, mobile, and Web.
Financial Profile for Contacts
The contact details page includes the following financial profile information to help retail bankers review a candidate’s loan qualifications:
- Annual Income
- Credit Ranking
- Employment Status
- Number of Dependents
- Type of Residence (Own or Rent)
- Total Cash Balance
- Total Loan Balance
The Financial Profile provides a quick summary of the customer’s financial information.
Steps to Enable
- Sign in as a sales administrator and navigate to Application Composer.
- Create and activate a new sandbox.
- Navigate to the Common container and select the Contact object from the standard objects.
- Select Pages in the Contact object.
- Duplicate the prebuilt FINS Retail Layout in the Edit Contact section in the Simplified Pages subtab.
- Activate the new layout and assign it to Retail Banker Duty and Retail Banker Manager Duty.
NOTE: The layout can be assigned to any role that is entitled to view and edit the Financial Profile section in the Contact details page.
Key Resources
- For a demonstration of this enhancement, see the Oracle Sales Cloud for Financial Services release training on the Customer Experience Release Readiness page.
- For information about implementing Oracle Sales Cloud for Financial Services, see Oracle Sales Cloud Getting Started with Financial Services Implementation in Oracle Help Center.
- For information about using Oracle Sales Cloud for Financial Services, see Oracle Sales Cloud Using Sales for Financial Services in Oracle Help Center.
For Release 11, the needs analysis flow has been enhanced and Oracle Policy Automation (OPA) has been upgraded. These improvements enable retail bankers to do the following when completing a needs analysis for a home purchase, refinancing, or home equity loan:
- Attach the interview questionnaire, in PDF format, to the opportunity
- Immediately see the products selected in OPA as opportunity revenue line items
- Review assets and income information on the same page in Oracle Sales Cloud
- Format the amount fields
Updates from OPA display immediately in the Sales Cloud Edit Opportunity screen.
STEPS TO ENABLE
To set up summary OPA need analysis interviews, see the following:
- Oracle Sales Cloud for Financial Services release training on the Customer Experience Release Readiness page.
- Oracle Sales Cloud Getting Started with Financial Services Implementation in the Oracle Help Center.
Key Resources
- For a demonstration of this enhancement, see the Oracle Sales Cloud for Financial Services release training on the Customer Experience Release Readiness page.
- For information about using Oracle Sales Cloud for Financial Services, see Oracle Sales Cloud Using Sales for Financial Services in the Oracle Help Center.
Enhanced Pages for Retail Bankers
Oracle Sales Cloud’s pages have been enhanced to match the way retail bankers work. The following changes make it easier for retail bankers to find what they need:
- Fewer fields and sections on the standard contact, account, and opportunity pages
- Newly arranged subtabs show the most critical items, such as financial accounts and analytics, first
- New icons for financial account transactions and cases
- Fewer icons for the retail banker and retail bank manager roles
New icons make it easier for retail bankers to find what they need.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
- For information about implementing Oracle Sales Cloud for Financial Services, see Oracle Sales Cloud Getting Started with Financial Services Implementation in the Oracle Help Center.
- For information about using Oracle Sales Cloud for Financial Services, see Oracle Sales Cloud Using Sales for Financial Services in the Oracle Help Center.
Oracle Policy Automation Integration
The OPA data connector has been enhanced to support seven standard objects: accounts, contacts, households, leads, opportunities, partners, and activities. Creating custom interviews for these objects gives banking institutions the ability to target interviews to their customer base.
You can create OPA interviews that read and update data in Oracle Sales Cloud.
STEPS TO ENABLE
To set up Oracle Policy Automation interviews, see the Oracle Sales Cloud for Financial Services release training on the Customer Experience Release Readiness page.
Key Resources
- For a demonstration of this enhancement, see the Oracle Sales Cloud for Financial Services release training on the Customer Experience Release Readiness page.
- For information about implementing Oracle Sales Cloud for Financial Services, see Oracle Sales Cloud Getting Started with Financial Services Implementation in the Oracle Help Center.
- For information about using Oracle Sales Cloud for Financial Services, see Oracle Sales Cloud Using Sales for Financial Services in the Oracle Help Center.
Oracle Sales Cloud for Consumer Goods is a comprehensive industry solution that includes retail execution and trade promotion management. The retail execution solution enables retail sales reps to execute in-store tasks using mobile and Web channels. The trade promotion management solution enables marketing managers and account managers to fulfill customers’ needs and achieve sales quotas using promotion programs and promotions. Executive Dashboards allow sales managers to monitor KPIs and manage the retail call calendar.
Using the retail execution solution, account managers and sales managers can perform in-store retail activities such as auditing retail inventory, sharing promotion information, taking order information, and conducting surveys. Sales managers can manage call schedules and monitor their business and team’s activities using sales dashboards.
For a description of this enhancement, see Retail Execution Tablet App.
Retail sales administrators can now create custom store visit tasks for different appointment types. Once a store visit is complete, retail sales reps can review and mark custom tasks as complete.
You can develop a guided task list specific to the nature of the store visit.
Steps to Enable
Use Application Composer to create layouts for Store Visit Task and Store Visit Type objects. You must also import the seeded standard store visit tasks and types.
Activate the layouts by duplicating the corresponding prebuilt Consumer Goods layouts and assigning proper roles. You must also create the standard Store Visit Tasks and Store Visit Types by importing the CSV files that come with Customization Set Migration. For more details, see:
- “Setup Summary – Store Visit Tasks” in Consumer Goods Enhancements: Trade Promotions and Retail Execution release training on the Customer Experience Release Readiness page.
- “Creating Page Layouts” and “Setting Up Base Data” in Oracle Sales Cloud Getting Started with Consumer Goods Implementation in the Oracle Help Center.
Key Resources
- For a demonstration of this enhancement, see the Consumer Goods Enhancements: Trade Promotions and Retail Execution release training on the Customer Experience Release Readiness page.
- For information about using Oracle Sales Cloud for Consumer Goods, see Oracle Sales Cloud Using Sales for Consumer Goods in the Oracle Help Center.
The duration of store visits can now be tracked automatically when retail sales reps check in and check out of their store visits. Retail sales administrators can enable or disable calculations for store-visit duration for their company. This decision is based on the requirements of the business.
You can track the check-in time, check-out time, and store visit duration for each store visit.
Steps to Enable
Use Setup and Maintenance to create a custom profile option named TRACK_VISIT_DURATION and set its site value to “Y”. You must also create proper layouts for the Activity object.
You can either add the tracking fields to your existing Activity layouts or activate the corresponding prebuilt Consumer Goods Activity layouts. For more details, see:
- “Setup Summary – Store Visit Duration Tracking” in Consumer Goods Enhancements: Trade Promotions and Retail Execution release training on the Customer Experience Release Readiness page.
- “ Enabling Tracking of Store Visit Duration” in Oracle Sales Cloud Getting Started with Consumer Goods Implementation in the Oracle Help Center.
Key Resources
- For a demonstration of this enhancement, see the Consumer Goods Enhancements: Trade Promotions an Retail Execution release training on the Customer Experience Release Readiness page.
- For information about using Oracle Sales Cloud for Consumer Goods, see Oracle Sales Cloud Using Sales for Consumer Goods in the Oracle Help Center.
With trade promotion management, marketing managers can set up, manage, and publish promotion programs. Account managers can set up and manage account-specific promotions.
To cover their costs, marketing managers can use trade funds to manage and allocate funding for promotions. They can create trade funds and set total amounts for them. Account managers can then allocate funding from the trade funds to each promotion. The allocated amount cannot exceed the balance of the trade fund.
Marketing managers can view the funding allocation for each promotion.
Steps to Enable
Use Application Composer to create proper layouts for Trade Fund and Promotion objects. You must also set up the proper security rules on the Trade Fund and PromoTradeFund objects for the Account Manager role.
You can either update your existing Trade Fund and Promotion layouts or activate the corresponding prebuilt Consumer Goods layouts. You must also grant proper access permissions to Trade Fund and Promotion objects for the Account Manager role. For more details, see:
- “Setup Summary – Trade Fund and Funding Allocation” in Consumer Goods Enhancements: Trade Promotions and Retail Execution release training on the Customer Experience Release Readiness page.
- “Creating Page Layouts” and “Setting Up Account Manager Role” in Oracle Sales Cloud Getting Started with Consumer Goods Implementation in the Oracle Help Center.
- For a demonstration of this enhancement, see the Consumer Goods Enhancements: Trade Promotions and Retail Execution release training on the Customer Experience Release Readiness page.
- For information about using Oracle Sales Cloud for Consumer Goods, see Oracle Sales Cloud Using Sales for Consumer Goods in the Oracle Help Center.
Multiple Fixed Tactics for Promotion
Account managers can now set multiple fixed tactics for promoted groups and promoted products on promotions. The fixed tactics include Merchandising, Advertising, Catalog, and Space.
Account managers can include multiple promotion tactics for the same product in one promotion.
Steps to Enable
Use Application Composer to update your existing promotion program and promotion layouts or activate the corresponding prebuilt Consumer Goods layouts. For more details, see:
- “Setup Summary – Multiple Promotion Tactics” in Consumer Goods Enhancements: Trade Promotions and Retail Execution release training on the Customer Experience Release Readiness page.
- “Creating Page Layouts” in Oracle Sales Cloud Getting Started with Consumer Goods Implementation in the Oracle Help Center.
Key Resources
- For a demonstration of this enhancement, see the Consumer Goods Enhancements: Trade Promotions and Retail Execution release training on the Customer Experience Release Readiness page.
- For information about using Oracle Sales Cloud for Consumer Goods, see Oracle Sales Cloud Using Sales for Consumer Goods in the Oracle Help Center.
Multiple Variable Tactics for Programs
Marketing managers and account managers can now set multiple variable tactics for promoted groups and promoted products on promotions. The discount effect is additive. If there are multiple off-invoice discounts for the same promoted product, then the order price is calculated after incorporating multiple discounts.
Account managers can create multiple variable promotion tactics for each promotion group or promotion product.
Steps to Enable
Use Application Composer to update your existing program and promotion layouts or activate the corresponding prebuilt Consumer Goods layouts. For more details, see:
- “Setup Summary – Multiple Promotion Tactics” in Consumer Goods Enhancements: Trade Promotions and Retail Execution release training on the Customer Experience Release Readiness page.
- “Creating Page Layouts” in Oracle Sales Cloud Getting Started with Consumer Goods Implementation in the Oracle Help Center.
Key Resources
- For a demonstration of this enhancement, see the Consumer Goods Enhancements: Trade Promotions and Retail Execution release training on the Customer Experience Release Readiness page.
- For information about using Oracle Sales Cloud for Consumer Goods, see Oracle Sales Cloud Using Sales for Consumer Goods in the Oracle Help Center.
To track stores’ sales performance, account managers and sales managers can set up monthly sales targets for each account. Sales reps can then view and measure their accounts’ sales and compare sales with their respective sales targets.
Managers can set monthly sales targets for each account.
Steps to Enable
Use Application Composer to create proper layouts for the Account object. You must also set up the proper security rules on the Sales Target object for the Account Manager role.
You can either add the Sales Targets subtab to your existing Account layout or activate the corresponding prebuilt Consumer Goods Account layout. To enable sales target reporting for Account Manager, you must also grant proper access permissions on the Sales Target object for the Account Manager role. For more details, see:
- “Setup Summary – Account Sales Target” in Consumer Goods Enhancements: Trade Promotions and Retail Execution release training on the Customer Experience Release Readiness page.
- “Creating Page Layouts” and “Setting Up Account Manager Role” in Oracle Sales Cloud Getting Started with Consumer Goods Implementation in the Oracle Help Center.
Key Resources
- For a demonstration of this enhancement, see the Consumer Goods Enhancements: Trade Promotions and Retail Execution release training on the Customer Experience Release Readiness page.
- For information about using Oracle Sales Cloud for Consumer Goods, see Oracle Sales Cloud Using Sales for Consumer Goods in the Oracle Help Center.
Sales administrators can now set up account-specific product list prices by configuring a price book. The account and sales managers can then associate the price with their respective accounts. This association enables the sales reps to view account-specific product prices during their store visits and create sales orders.
You can create Price Books to set prices for included products.
Steps to Enable
Use Application Composer to enable the Price Book field in the account object layouts.
You can either add the Price Book field to your existing Account layouts or activate the corresponding prebuilt Consumer Goods Account layouts. To activate layouts, create user layouts by duplicating the prebuilt Consumer Goods layouts and assigning the proper roles and expressions. For more details, see:
- “Setup Summary – Price Book” in Consumer Goods Enhancements: Trade Promotions and Retail Execution release training on the Customer Experience Release Readiness page.
- “Creating Page Layouts” in Oracle Sales Cloud Getting Started with Consumer Goods Implementation in the Oracle Help Center.
Key Resources
- For a demonstration of this enhancement, see the Consumer Goods Enhancements: Trade Promotions and Retail Execution release training on the Customer Experience Release Readiness page.
- For information about using Oracle Sales Cloud for Consumer Goods, see Oracle Sales Cloud Using Sales for Consumer Goods in the Oracle Help Center.
Account managers can evaluate the effectiveness of promotions by reviewing the following key metrics associated with promotion strategy and tactics:
- Gross Sales
- Incremental Sales
- Incremental Profits
- Trade Spend
- Return on Investment (ROI)
Account managers can enter base sales, incremental lift percentage, and margin percentage for each promotion product.
Steps to Enable
Use Application Composer to update your existing Promotion layouts or activate the corresponding prebuilt Consumer Goods layouts. For more details, see:
- “Setup Summary – Promotion Evaluation” in Consumer Goods Enhancements: Trade Promotions and Retail Execution release training on the Customer Experience Release Readiness page.
- “Creating Page Layouts” in Oracle Sales Cloud Getting Started with Consumer Goods Implementation in the Oracle Help Center.
Key Resources
- For a demonstration of this enhancement, see the Consumer Goods Enhancements: Trade Promotions and Retail Execution release training on the Customer Experience Release Readiness page.
- For information about using Oracle Sales Cloud for Consumer Goods, see Oracle Sales Cloud Using Sales for Consumer Goods in the Oracle Help Center.
Configurable Sales Home Page for Trade Promotion Management
The configurable sales home page provides six prebuilt Key Performance Indicators (KPIs) that help sales teams track sales performance and take appropriate action. Sales reps and sales managers can click the following summary boxes to access detailed information:
- Sales vs Target: Shows a summary of closed opportunities compared with the quota for the current quarter.
- Visits vs Target: Shows the number of scheduled store visits compared with completed store visits in the current quarter and the related gap.
- In-flight Promotions: Shows the number of promotions and the total order amount originated from promotions in the current quarter.
- Sales Trend: Shows the total number of orders and the total order amount for the current quarter.
- Accounts: Shows the number of managed accounts and the accounts that have met per-account sales targets for the current month.
- Eligible Promotions: Shows the number of active promotions in a quarter.
Sales teams can track sales performance and take appropriate action.
Steps to Enable
Use Page Composer to hide all base prebuilt infolets and add Consumer Goods prebuilt infolets for both the Sales Manager and Sales Representative roles.
Create a sandbox before you use the Customize Work Area pages to set up the configurable dashboards in the proper job role layers. Hide all base prebuilt infolets and create new infolets using prebuilt Consumer Goods reports. For more details, see:
- “Setup Summary – Configurable Dashboard” in Consumer Goods Enhancements: Trade Promotions and Retail Execution release training on the Customer Experience Release Readiness page.
- “Setting Up Base Data” in Oracle Sales Cloud Getting Started with Consumer Goods Implementation in the Oracle Help Center.
Key Resources
- For a demonstration of this enhancement, see the Consumer Goods Enhancements: Trade Promotions and Retail Execution release training on the Customer Experience Release Readiness page.
- For information about using Oracle Sales Cloud for Consumer Goods, see Oracle Sales Cloud Using Sales for Consumer Goods in the Oracle Help Center.
The Oracle Sales Cloud for Communications industry solution is a comprehensive and integrated solution for communications companies. It increases sales force adoption with a simple, easy-to-use interface tailored to sales reps and sales executives. The solution includes streamlined configure, price, and quote capabilities; guided processes; enriched customer information; and preintegration with Oracle CPQ Cloud, Oracle Service Cloud, Siebel Contract Management, Siebel Service, and Oracle Billing Insight.
Configurable Sales Home Page for Communications
The configurable sales home page contains prebuilt KPIs that focus on the most important deals and highlight trouble spots. The prebuilt sales rep home page for Communications includes the following KPIs:
- Actual vs Quota
- Contract Renewals
- Renewal Rate
- New Contracts
- Bundled Deals
- Stalled Deals
The configurable sales home page for Communications contains prebuilt KPIs.
Steps to Enable
For instructions on how to add infolets to the home page, see ““Adding Specific Infolets on the Home Page” in Oracle Sales Cloud Getting Started with Communications Implementation in the Oracle Help Center.
Key Resources
For a demonstration of this enhancement, see the Oracle Sales Cloud for Communications B2B Contract Renewal release training on the Customer Experience Release Readiness page.
Sales Coach for Contract Renewals
Use Sales Coach to guide your sales reps through the contract renewal process using the simple task list with links to approved collateral. Sales Coach is accessible directly from the Opportunity overview page.
Sales Coach displays the sales process steps to guide your sales reps through the contract renewal process.
Steps to Enable
For instructions on how to configure Sales Coach, see “Importing Sales Methods to Configure Sales Coach in Oracle Sales Cloud” in Oracle Sales Cloud Getting Started with Communications Implementation in the Oracle Help Center.
Key Resources
For a demonstration of this enhancement, see the Oracle Sales Cloud for Communications B2B Contract Renewal release training on the Customer Experience Release Readiness page.
Enhanced Pages for Communications Sales Reps
Oracle Sales Cloud’s pages have been enhanced to reflect the way that sales reps for the communications industry work. The following changes make it easier for sales reps to find what they need:
- Fewer fields and subtabs on the standard contact, account, and opportunity pages.
- Newly arranged subtabs show the most critical items first.
Subtabs for Quotes, Contracts, and Trouble Tickets have been replaced with an Actions menu.
Steps to Enable
For instructions on how to set up the Oracle Sales Cloud for the Communications industry solution, see “Enabling Industry Layer Layouts” in Oracle Sales Cloud Getting Started with Communications Implementation in the Oracle Help Center.
Siebel CRM Product Synchronization
You must import items from Siebel CRM into Oracle Sales Cloud to generate opportunity revenue line items and quote line items. Oracle Sales Cloud for Communications supports product synchronization for the following product types:
- Simple
- Complex
- Bundled Promotion
- Compound
Siebel CRM quotes created in Oracle Sales Cloud support only simple, compound, and bundled Siebel CRM product types. Item types are not available in Oracle Sales Cloud, therefore, you must create new item types to map products.
Steps to Enable
For steps to enable this feature, see “Configuring Oracle Sales Cloud for Integration with Siebel CRM” in Oracle Sales Cloud Getting Started with Communications Implementation in the Oracle Help Center.
Key Resources
For instructions on how to create item types, see “Creating Item Types in Oracle Sales Cloud” in Oracle Sales Cloud Getting Started with Communications Implementation in the Oracle Help Center.
Siebel CRM Organization Mapping
When you import an employee from Siebel CRM to Oracle Sales Cloud, you import the employee and their organization. Sales reps create a new account, contact, or opportunity in Oracle Sales Cloud. The integration process synchronizes the record to Siebel CRM with the appropriate position and organization information. Setting up organizations is optional in Siebel CRM implementation.
Organizations represent the broadest divisions of a company. A division of a company is a grouping of positions that map to the physical hierarchy of a company. A Siebel CRM organization controls the data access of the employees that are assigned to it. The visibility of an employee is determined by the organization associated with the active position of the employee. You can restrict employees from accessing data outside their own organization.
Steps to Enable
For steps to enable this feature, see “Configuring Oracle Sales Cloud for Integration with Siebel CRM” in Oracle Sales Cloud Getting Started with Communications Implementation in the Oracle Help Center.
Post-Upgrade Instructions for Communications
In Release 11, the remote application in the integration groovy code changed to SIEBEL, making the application generic across releases. A new attribute has been added to the Oracle Sales Cloud Opportunity object to facilitate associating an account with a contract renewal opportunity.
When you upgrade from Oracle Sales Cloud for Communications Release 10 to Release 11, you must make changes in Oracle Sales Cloud and Siebel CRM. While you perform the steps to upgrade, refer to Oracle Sales Cloud Getting Started with Communications Implementation in the Oracle Help Center.
Upgrading Oracle Sales Cloud
When you upgrade Oracle Sales Cloud from Release 10 to Release 11, you must configure Siebel CRM values in Oracle Sales Cloud. To configure the Siebel CRM values, you must configure values in the Integration Configuration UI and the Integration Map Lookup UI.
To configure values in the Integration Configuration UI:
- Sign in to Oracle Sales Cloud.
- Click Navigator, Tools, Integration Configuration.
- Update the remote application value for records as listed in the following table:
- Configure the following key=value pairs using remote application value: Siebel.
| Remote Application |
Key |
| SIEBEL |
LOVLanguageMode |
| SIEBEL |
ViewMode |
| SIEBEL |
SourceSystem |
| Remote Application |
Key |
Value |
| SIEBEL |
SYNC_TO_SBL_ACCOUNTS_CONTACTS |
N |
| SIEBEL |
SYNC_TO_SBL_OPPTY_QUOTES |
N |
| SIEBEL |
BIDI_SYNC_TO_SBL_ACCOUNTS_CONTACTS |
N |
To configure values in the Integration Map Lookup UI:
- Sign in to Oracle Sales Cloud.
- Click Navigator, Tools, Integration Map Lookup.
- Select records where the object name is OPPORTUNITY and the object attribute is SALES METHOD or SALES METHOD-SALES STAGE.
- Update the remote application as SIEBEL.
Updating Siebel CRM
After you upgrade Oracle Sales Cloud from Release 10 to Release 11, you must perform the following tasks in Siebel CRM:
- Configure Siebel outbound Web Service
- Update the data map
To configure the Siebel outbound Web service:
- Download and unzip the following attachment in Integrating Oracle Sales Cloud with Siebel CRM (Doc ID 1670543.1) on My Oracle Support:
- For Release 11 Implementations. Includes Oracle Sales Cloud to Siebel CRM integration document, required Groovy script files, and other required files.
- As instructed in the following steps, refer to the topics in Integrating Oracle Sales Cloud, Release 11 with Siebel CRM, Version 8.1.
- Import the Oracle Sales Cloud WSDL: OpportunityService, see:
- “Generating WSDL Artifacts for Oracle Sales Cloud Opportunity Service”
- Create an outbound Web service based on a WSDL file, see:
- “Setting Up the Outbound Web Service in Siebel Tools”
- “Restarting the Siebel Server and Verifying that the New Outbound Web Service was Created”
- “Verifying the Outbound Web Service”
- Add name spaces to the integration configurations created during the WSDL import, see:
- “Modifying the Outbound Web Service”
NOTE: Add __ORATC__ prefix for all field names with "_c" suffix, in the table Integration Component Map.
To update a data map:
- Sign in to Siebel CRM.
- Navigate to Administration-Integration, Datamap Editor.
- In the Integration Object Map list, query for the name, ContractRenewal_Outbound_Map.
- Select ContractRenewal in the Integration Component Map applet.
- In the Integration Field Map applet, change the Target field name of [Account Id] Source Expression to ‘__ORATC__O_INT_SBL_RemoteActID_c’.
Industry Solution Patch Updates
When new objects and attributes are added to Oracle Sales Cloud industry solutions through a patch, any object model changes are reflected in the object SOAP schemas. These schema changes allow you to perform create, read, update, and delete (CRUD) operations on industry-specific fields on industry-specific or standard objects using SOAP and REST Web services, unless the fields are flagged for exclusion from service payloads.
Steps to Enable
No steps are required to enable this enhancement.
Oracle Fusion Applications Security provides a single console in which security managers and security administrators can review, design, and modify roles in Oracle Fusion Applications. It enables users to visualize the relationships among roles, and to model applications-menu and task-pane entries for any role. Users can also manage certificates and review a set of security reports.
Simplified Reference Role Model
Role definitions for the security reference implementation are simplified. The simplified roles reduce the complexity of role administration. Every job or abstract role that existed in Release 9 also exists in the simplified hierarchy for Release 10 and 11, and each role authorizes the same privileges. Beneath that level many roles have been consolidated.
Oracle Sales Cloud recommends that you continue to use your role models as before and review the Release 11 features to decide which features best meet your business needs. When you have decided which features you want to use, then you can implement a new feature in your preexisting role model or migrate to the simplified reference role model.
STEPS TO ENABLE
For information about how to use the simplified reference role model, see Upgrade Guide for Oracle Sales Cloud Application Security for Release 11 (Article ID 1989500.1) on My Oracle Support. It is recommended that you review the following:
- Read the Overview chapter to learn about the simplified reference role model and how it affects you.
- Decide which method you will use to implement the new features and follow the detailed instructions in the guide.
View the appendix to see the policies and roles required to implement the new features.
New Privileges with Granted Roles
This topic provides product-specific information that you need when implementing new Release 11 features in your existing roles. If you’re migrating to the Oracle reference role model, then you don’t need this information.
| Family |
Product |
Privilege Name |
Privilege Code |
Target Role Name |
|---|---|---|---|---|
| CRM |
Common CRM |
Manage Sales Business |
ZCA_MANAGE_SALES_BUS_PLN_ SETUP |
Customer Relationship Management Application Administrator Duty |
| CRM |
Common CRM |
Manage Sales Objective |
ZCA_MANAGE_SALES_OBJECTIVE_ SETUP |
Customer Relationship Management Application Administrator Duty |
| CRM |
Customer Center |
Run Mass Transfer Process |
ZCM_RUN_MASS_TRANSFER_ PROCESS |
Sales Party Administration Duty |
| CRM |
Enterprise Contracts |
Manage Sales Credits |
OKC_MANAGE_SALES_CREDITS |
Contract Amendment Duty |
| CRM |
Enterprise Contracts |
Manage Sales Credits |
OKC_MANAGE_SALES_CREDITS |
Contract Amendment Duty Team |
| CRM |
Enterprise Contracts |
Manage Sales Credits |
OKC_MANAGE_SALES_CREDITS |
Contract Authoring Duty |
| CRM |
Enterprise Contracts |
Manage Sales Credits |
OKC_MANAGE_SALES_CREDITS |
Contract Authoring Team Duty |
| CRM |
Enterprise Contracts |
Manage Sales Credits |
OKC_MANAGE_SALES_CREDITS |
Contract Management Across All Contracts Web Service Duty |
| CRM |
Sales Catalog |
Manage Products |
QSC_MANAGE_PRODUCTS |
Sales Administrator |
| CRM |
Sales Catalog |
Manage Promotion |
QSC_MANAGE_PROMOTION |
Sales Administrator |
| Common |
Oracle Middleware Extensions for Applications |
Manage Alternate Words |
FND_MANAGE_ALTERNATE_WORDS |
Application Administrator Duty |
| Common |
Oracle Middleware Extensions for Applications |
Manage Alternate Words |
FND_MANAGE_ALTERNATE_WORDS |
Application Developer Duty |
Privilege Descriptions
- Manage Sales Business. Administrators can view and update select business plan nonextensible lookup values.
- Manage Sales Objective. Administrators can manage the set of objective types.
- Run Mass Transfer Process. Administrators can execute a mass transfer process.
- Manage Sales Credits. Contract authors can manage contract sales credit information.
- Manage Alternate Words. Administrators can manage a list of user keywords and the synonyms that match them when a global search is run.
Steps to Enable
For information about how to use the new privileges, Upgrade Guide for Oracle Sales Cloud Application Security for Release 11 (Article ID 1989500.1) on My Oracle Support.
Key Resources
For instructions about how to find security reference guides in the Oracle Help Center, see Review Job Roles.
By default, the actions that permit external users to browse users in Worklist UIs are no longer enabled. A new application role, BPM Worklist Internal Role (BPMWorklistInternalRole), controls access to the actions that allow browsing of users in the Worklist UIs. This role exists in the soa-infra application policy stripe and is inherited by the predefined Employee and Contingent Worker roles. Users with those roles can continue to browse users in the Worklist UIs.
STEPS TO ENABLE
No steps are required to enable this enhancement.
ROLE INFORMATION
- If your internal users do not have the predefined Employee and Contingent worker roles, and you want those users to retain the ability to browse users in the Worklist UIs, then you must give those users the new BPM Worklist Internal Role. Use the Authorization Policy Manager to give the BPM Worklist Internal Role to relevant roles. For example, if internal users who are currently authorized to browse users in the Worklist UIs have a custom Employee role, then add the BPM Worklist Internal Role to that role. Do not modify predefined roles. If appropriate, create custom roles and assign the BPM Worklist Internal Role to your custom roles, as summarized in the following table.
- If your external users don’t have the predefined Employee and Contingent Worker roles, and you don’t want them to be authorized to browse users in the Worklist UIs, then no action is required.
| Application Role |
Custom Abstract Role |
|---|---|
| BPM Worklist Internal Role |
Employee Contingent Worker |
Configuration and Customization
Oracle's standards-based, open and flexible platform makes it easy for developers to rapidly build and deploy applications that integrate with and extend Oracle Sales Cloud.
The infolets user experience has been improved by providing additional capabilities that allow you to easily manage and maintain the infolets.
Now it’s easier for you to reorder or move your infolets. Simply drag and drop the infolet to the desired position and it will align itself with other infolets and fill in the blank spaces.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
- Customizing and Personalizing Infolets: Overview in Oracle Applications Help
- “Personalizing Infolets” in Oracle Applications Cloud Using Common Features in the Oracle Help Center
- “Infolet Customization” in Oracle Applications Cloud Customizing the Applications for Functional Administrators in the Oracle Help Center
Each facet in an infolet allows you to see a portion of information from a different source. You can now add new facets to an existing infolet to capture these pieces of content. You can still delete an existing facet that is no longer needed.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
- Customizing and Personalizing Infolets: Overview in Oracle Applications Help
- “Personalizing Infolets” in Oracle Applications Cloud Using Common Features in the Oracle Help Center
- “Infolet Customization” and “Defining Settings for Home and Navigation” in Oracle Applications Cloud Customizing the Applications for Functional Administrators in the Oracle Help Center
Improved drilldown navigation now allows you to stay on an infolets page when you close the drilldown from an infolet.
Steps to Enable
No steps are required to enable this enhancement.
You can now control the configuration of the springboard strip that appears above all simplified pages by using the Manage Administrator Profile Values task in the Setup and Maintenance work area. Simply set the Springboard Strip Enabled profile option to Yes to use the springboard strip. To display the strip as expanded by default, set the Springboard Strip Expanded profile option to Yes.
You can still collapse or expand the strip on any page, and once done, this profile option is set by default for subsequent sessions.
Profile options to configure springboard strip settings
STEPS TO ENABLE
There is no specific upgrade step to enable this enhancement. When the user signs in for the first time after the upgrade, the settings are migrated for each user.
TIPS AND CONSIDERATIONS
For an upgrade implementation, note that the springboard strip settings have moved from the Structure page to the two profile options in the Setup and Maintenance work area.
KEY RESOURCES
See the following two guides in the Oracle Help Center:
- Oracle Applications Cloud Using Common Features
- Oracle Applications Cloud Customizing the Applications for Functional Administrators
Oracle Sales Cloud Application Composer is a tool that enables you to extend and customize the application to meet the unique needs of your business.
Summary Boxes for Custom Objects
Track KPIs for custom objects by creating summary boxes that show key metrics for custom top-level objects and all associated intersection and child objects. You can then hide or show the KPIs on overview pages for account, contact, household, and partner objects.
You can create summary boxes that show an aggregation of custom object data.
Steps to Enable
No steps are required to enable this enhancement.
Tips and Considerations
You can create custom summary boxes only for standard objects that have Overview subtabs. At present, only the Account, Contact, Household, and Partner objects have Overview subtabs.
Key Resources
For a demonstration of this enhancement, see the Configuration and Customization Enhancements release training on the Customer Experience Release Readiness page.
You can now enable a Create button for subtabs that allows sales reps to create new records for related standard objects. With the ability to create new records for both standard and custom objects directly within subtabs, sales reps can save time and avoid the process of creating new records and then associating them with the parent record.
You can use the Create button to create a new record for a related standard object and associate it with the current record.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
For a demonstration of this enhancement, see the Configuration and Customization Enhancements release training on the Customer Experience Release Readiness page.
Accessing Parent Object Data in Custom Subtab Record Creation
When you create a new custom object record in a subtab, it’s now possible to default custom object field values to the corresponding parent record values of the page. This functionality is available for both 1:M and M:M relationships. You can use the Groovy AfterCreate trigger to access parent object record data and copy this data to the new custom object record that’s exposed as a custom subtab on the parent object.
You can default field values for new custom object records to the parent record values of the page.
Steps to Enable
To enable this functionality for new custom objects, you must write some custom logic in Groovy. For more information, including sample code, see Accessing Parent Object Data in Custom Subtab Record Creation (Doc ID 2118999.1) on My Oracle Support.
Tips and Considerations
This feature is enabled for new custom objects. This functionality won’t work for existing subtabs based on custom objects, or for newly-created subtabs on existing custom objects, unless a manual metadata upgrade is performed post upgrade. For more details on this manual step in the metadata upgrade, see Update Application Composer Customizations to the Latest Enhanced Behavior.
This functionality isn’t available for self-referencing relationships, both 1:M and M:M. That is, in cases where the same custom object (for instance, Trouble Ticket) is the source and target of a 1:M or M:M relationship, creating new records for such relationships can’t use this functionality to access parent record data.
This functionality isn’t available for creating new records of a standard object exposed in a custom subtab.
Full-Page Create and Edit Pages for Subtabs
You now have the option to designate either inline or full-page record creation and editing for custom child object subtabs. The new, full-page create and edit option is useful when a greater number of fields is required. However, the existing inline option lets sales reps quickly create and edit fields within a list. When full-page create and edit is configured, sales reps can enter record details within a full-page dialog box and then return to the list view when they save the record. To edit records, sales reps click the link in the record name field to open a full page for editing.
You can create and edit custom child object subtabs in a full-page dialog box.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
For a demonstration of this enhancement, see the Configuration and Customization Enhancements release training on the Customer Experience Release Readiness page.
To ensure that sales reps can recognize each object in the application, you can now select the icon that appears on the home page, navigator, and subtabs on all of Oracle Sales Cloud’s simplified, desktop, and mobile pages. Changes made to icons for any standard object or custom object apply to all icons in the application.
You can change an icon for a prebuilt object and the appropriate icon will be displayed wherever it is exposed in the context of a custom object.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
For a demonstration of this enhancement, see the Configuration and Customization Enhancements release training on the Customer Experience Release Readiness page.
Configuration and Customization Options for Contacts
For a description of this enhancement, see Configuration and Customization Options for Contacts.
You can now include direct links to specific records in an email message. Clicking the link opens the record in Oracle Sales Cloud’s simplified pages.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
For a demonstration of this enhancement, see the Configuration and Customization Enhancements release training on the Customer Experience Release Readiness page.
With the following configuration options, you can streamline your sales team's work processes and improve their efficiency:
- Configure an object workflow to automatically create a task and assign the task to a single task owner or a group of task assignees. Task assignee names can be stored in a custom text or formula field type.
- Configure an object workflow email notification to be sent to one or more email addresses that are stored in a custom text or formula field type. You can configure email addresses in the To, CC, BCC lines, or as a Reply To.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
For a demonstration of this enhancement, see the Configuration and Customization Enhancements release training on the Customer Experience Release Readiness page.
Application Composer helps ensure that your Oracle Sales Cloud instance is secure from untested customizations. Administrators can view customizations outside of a sandbox, but they must make most changes to customizations and configurations within the sandbox.
You must make most changes to customizations and configurations within the sandbox.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
For a demonstration of this enhancement, see the Configuration and Customization Enhancements release training on the Customer Experience Release Readiness page.
Validation warnings now appear when you enter incorrect variable type assignments into a Groovy script. The warning includes the line number and the position of the error, so you can find and fix the issue.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
For more information about Groovy type checking, see Groovy Language Documentation.
In addition to providing a wide set of prebuilt integrations, Oracle also provides an extensive set of tools and capabilities for building custom integration flows.
Oracle Integration Cloud Service
Oracle Integration Cloud Service (ICS) is Oracle’s next-generation integration platform that maximizes investment in both cloud and on-premises applications. ICS helps integration developers develop, deploy, execute, manage, and monitor integrations with a Web-based, point-and-click interface. ICS offers comprehensive integration without the typical complexity associated with integration platforms by enabling developers to easily connect applications such as Oracle’s CX applications and Oracle On Premises applications as well as third-party on premises and cloud applications. In addition, the provided Adapter SDK allows developers to build custom adapters or, alternately, customers can use purchased adapters from the Oracle Cloud Marketplace built by Oracle Partners. ICS features are being released very rapidly. Currently, ICS provides the following:
- Graphical User Interface – A simplified integrations development interface targeted for citizen developers.
- Monitoring Dashboard – An intuitive, prebuilt dashboard displays metrics and statistics that are used to monitor integrations.
- Built-in Security – Oracle security for integration connections.
- Robust Error Management – Clear and intuitive warnings to help developers find errors early and follow up with corrective action.
- Cloud Adapter SDK – A software development kit to build additional adapters.
- Cloud Marketplace – A library of Oracle and partner-developed prebuilt integrations.
Using ICS, Oracle Sales Cloud provides a new prebuilt integration option between Sales Cloud and Service Cloud. Additional ICS-based prebuilt integrations are planned.
Associate your applications and business processes with your existing Oracle SaaS subscriptions.
Steps to Enable
Integration Cloud Service is a separately-licensed PaaS offering from Oracle. It is not included with Oracle Sales Cloud. See https://cloud.oracle.com/home or your sales representative for additional information.
Key Resources
For more information about ICS, see Oracle Cloud Integration Overview.
Integrating Oracle Sales Cloud with Oracle Service Cloud
Using ICS, you can combine the power of the Oracle Sales Cloud and Oracle Service Cloud applications. Using this bi-directional integration, accounts and contacts from Oracle Sales Cloud can be synchronized with organizations and contacts in Oracle Service Cloud or you can synchronize organizations and contacts from Oracle Service Cloud with accounts and contacts in Oracle Sales Cloud. This synchronization is executed using Oracle’s Integration Cloud Service as the backbone for mapping and exchanging information.
Steps to Enable
See Integrating Oracle Sales Cloud with Oracle Service Cloud (Article ID 2059792.1) on My Oracle Support for information about the implementation and configuration steps required to integrate the following processes:
- The create-and-update processes on accounts and contacts in Oracle Sales Cloud and the create-and-update processes of contacts and organizations in Oracle Service Cloud.
- The association processes between accounts and contacts in Oracle Sales Cloud and the association processes between contacts and organizations in Oracle Service Cloud.
To perform these steps, you must be familiar with Oracle Service Cloud administration, Oracle Sales Cloud Application Composer, and Oracle Integration Cloud Service.
Key Resources
For more information about Oracle Sales Cloud and Oracle Service Cloud integration, see Integrate Oracle Sales Cloud with Oracle Service Cloud in the Oracle Help Center.
ID Propagation and Federation for SaaS and PaaS
A robust security structure is necessary to enable user access and navigation between Oracle Cloud applications and third-party cloud services. The following options provide Single-Sign-On and Identity Propagation for Oracle Sales Cloud (SaaS), PaaS, and other cloud services:
- Single Sign On: Federation allows a user who is signed in to navigate between associated applications without having to reauthenticate for every application.
- Identity Propagation: SAML tokens enable user identity to be relayed from one application to another during a SOAP Web service call. The other associated application acknowledges the SAML token for a valid, signed-in user and allows the request to access a resource or make a Web service invocation. Oracle Sales Cloud REST services are protected by a multi-token SSL policy. User identity can be propagated, from PaaS, during REST invocation through JWT tokens.
- JWT Tokens for Callbacks: Oracle Sales Cloud can generate JWT tokens that can be captured and allow a valid signed-in user to make call backs to Sales Cloud or any other associated Oracle Public Cloud (OPC) cloud service. This technique is applicable to PaaS and third-party applications that aren’t associated with the same identity domain as Sales Cloud.
- UI Mashups: Mashups allow a UI hosted on OPC to be embedded in a region (such as a subtab) in another cloud service. In this case, user context is shared between the parent and child pages.
Steps to Enable
To use single-sign-on, identity propagation, and UI mashups, you must pick the Sales Cloud application identity domain when you activate your PaaS instance. Picking the application identity domain ensures that user identities are synchronized between Sales Cloud applications and PaaS, such as JCS-SX and so forth.
RESTful Web services make it easier to build custom applications, such as mobile apps or custom UIs, and integrate them with a wider array of applications. Oracle continues to invest in the creation of new RESTful Web service APIs for Oracle Sales Cloud by adding RESTful Web services for the following objects:
- Territories
- Price Book
- Product Items
- Sales Promotions
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
For more information about using RESTful Web services, see REST APIs for Oracle Sales Cloud in the integration tasks section in the Oracle Help Center.
If you have the developer privilege or the service administrator privilege, then you can add and manage Oracle Social Network cloud storage services using the REST API.
Oracle Social Network integrations with cloud document stores let users collaborate on cloud files as easily as on files that originate from the desktop. Oracle Social Network integrates with Google Drive, Dropbox, WebDAV, Oracle Documents, and Microsoft OneDrive out-of-the-box. In addition, an SDK is provided that you can use to create additional conferencing services.
Steps to Enable
No steps are required to enable this enhancement.
If you have the developer privilege or the service administrator privilege, then you can add and manage Oracle Social Network conferencing services using the REST API.
A conferencing service lets users run on-demand meetings in many locations. Oracle Social Network integrations with conferencing services let users start conferences from within the client user interface. The Cisco Web Meetings (WebEx) product is integrated into Oracle Social Network out-of-the-box. In addition, an SDK is provided that you can use to create additional conferencing services.
Steps to Enable
No steps are required to enable this enhancement.
Social Plugin Explorer API Reference
The Social Plug-in API URL reference documentation shows the URLs that correspond to OSN views, giving developers access to a wide range of Social plug-in functionality.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
For more information, see Oracle Applications Cloud Using Oracle Social Network in the Oracle Help Center.
Cloud Document Adapter for Oracle Documents
For a description of this enhancement, see Cloud Document Adapter for Oracle Documents.
Integration and Extensibility Documentation
The integration-related content that helps you customize, extend, and integrate with Oracle Applications Cloud is now available in the Oracle Help Center. This content was previously hosted in the Oracle Enterprise Repository for Oracle Fusion Applications.
New Guides to Support Integration and Extensibility
The following new guides are now available in the Oracle Help Center to support integration and extensibility:
- File-based data import. Review external data integration services to load data into Oracle Fusion Applications from external sources. Access templates to structure, format, and generate data files.
- SOAP web services. Understand Simple Object Access Protocol web services to integrate with or extend Oracle Applications Cloud.
- Tables and views. Find information about table columns, primary keys, and indexes. Review columns and queries for views.
How to Find Guides
- From the Oracle Help Center home page at http://docs.oracle.com, navigate to Cloud > Applications.
- Click your application link, such as Sales.
- Click the Books link to open the Book page.
- View the new guides under the Development category.
Oracle Sales Cloud Release 11 Get Started Page
New Guides under the Development Category
Steps to Enable
No steps are required to enable this enhancement.
View Prebuilt Analytics and Reports
You can view a listing of prebuilt analytics and reports for a product from the Analyze and Report page for your cloud service.
Oracle Sales Cloud Release 11 Tasks Page
Steps to Enable
No steps are required to enable this enhancement.
Use the security reference guides available from the Books page to review job roles, duties, privileges, and security information for scheduled processes.
Security Reference Guides under the Security Category
Steps to Enable
No steps are required to enable this enhancement.
Oracle’s Setup and Maintenance tools have been updated for Release 11 with a new design, layout, and simplified navigation. Custom object assignment, enhanced customization migration, and seeded role provisioning rules streamline Oracle Sales Cloud setup and maintenance.
The new Setup and Maintenance landing page displays your subscribed Offerings by default. All relevant documents that help you plan for an Offering implementation are directly available from this page. The Task pane has been removed from the new UI to give it a streamlined look and feel. However, the entries previously found in the Task pane are still easily accessible from the panel drawer located at the top right corner of the page. Click the drawer icon to see the full list.
You can access tasks from the panel drawer.
Steps to Enable
No steps are required to enable this enhancement.
Tips and Considerations
The Task Pane has been removed to give the simplified pages a streamlined look and feel. However, the entries previously found in the Task Pane are still easily accessible from the page.
- To change the configuration of an offering, use the Actions button in the Administration region.
- To find your implementation projects, use the Implementation Projects button located at the top of the page. Once you land on the Implementation Projects page, you can access the Overview page for implementation projects by using the Overview button at the top right corner of the page.
- To search for a task, use the Search field located at the top of the page. Once the search results are returned, as before, you can perform the tasks directly from the search results.
Key Resources
For more information, see Oracle Applications Cloud Using Functional Setup Manager in the Oracle Help Center.
Navigation through the setup process has been enhanced to make it more intuitive. The new flow has also improved efficiency by requiring fewer clicks to navigate through the end-to-end setup process.
- When you restart Functional Setup Manager, you are returned to the last offering you were setting up when you left.
- The “most likely” next action in the setup process is prominently presented on all pages. For example:
- If you have already configured and enabled an offering, then the button in the Administration region of the landing page is labeled Setup and takes you to the Setup page so that you can continue setting up your offering.
- For an offering that hasn’t been configured yet, the same button is labeled Configure and takes you to the Configure page. Configuring an offering by enabling the appropriate functional areas and features is a prerequisite to setting up an offering.
- Similarly, you can start export and import of an offering directly from the Setup page. You can continuously review the status of the latest process and take necessary actions to follow up on the same process.
Steps to Enable
No steps are required to enable this enhancement.
Key Resources
For more information, see Oracle Applications Cloud Using Functional Setup Manager in the Oracle Help Center.
The Configure page has a new look and feel. Offerings are presented one at a time according to your selection, which gives the page a cleaner look. Furthermore, as you enable offerings and functional areas, your selections are saved automatically.
Configure Sales page
STEPS TO ENABLE
No steps are required to enable this enhancement.
Key Resources
For more information, see Oracle Applications Cloud Using Functional Setup Manager in the Oracle Help Center.
Setup Based on Offerings and Functional Areas
In the new Setup page, the functional areas and the tasks necessary to set up each area are displayed next to each other. This arrangement gives greater visibility to the setup requirements of each Functional Area as well as reducing the number of clicks necessary to navigate to the tasks.
Functional Areas and Task lists are displayed next to each other.
Steps to Enable
No steps are required to enable this enhancement.
Tips and Considerations
- Use the new Setup page to maintain setup data by specific functional areas.
- If you are implementing a new offering and you don’t need a customized list of setup tasks, then use the new Setup page as well. The Setup page allows you to quickly implement the functional areas relevant to your immediate business needs and get started with the transactions. You can then adopt the rest of the offering functionality as needed.
- Only the functional areas enabled for implementation will be displayed on the Setup page. Ensure that you have enabled the appropriate offerings and their applicable functional areas and features using the Configure page.
- The list of required tasks for a given functional area is displayed by default. Change the selection to All Tasks to view and perform all other relevant tasks in the functional area.
- All actions relevant to a functional area are available from the Actions drop-down list in the same row where the functional area is listed.
- The Help column is not displayed by default. To display the Help column and User Assistance popups:
- Click Show Help.
- In the View menu, select Columns and then Help.
- Click the UAP icon to view the User Assistance popups.
Key Resources
For more information, see Oracle Applications Cloud Using Functional Setup Manager in the Oracle Help Center.
Export and Import Based on Offerings and Functional Areas
From the new Setup page, a simplified export and import flow now supports migration of setup data without creating configuration packages. You can choose to export and import setup data for the entire offering or select specific functional areas for incremental migration.
Setup Sales page
In addition, the new flow presents a list of relevant business objects that you can use during export to filter setup data by default and help you to see what’s available.
Export Offering Setup page
STEPS TO ENABLE
No steps are required to enable this enhancement.
Tips and Considerations
- To export and import setup data for an entire offering that includes all enabled functional areas and features, initiate export at the offering level.
- To limit exported setup data to the specific functionality of an offering, initiate export at the functional area level.
- Track the status of the most recent export and import processes directly from the Setup page.
Key Resources
For more information, see Oracle Applications Cloud Using Functional Setup Manager in the Oracle Help Center.
Offering Configuration Migration
Navigation through the setup process has been enhanced to make it more intuitive. The new flow increases efficiency by requiring fewer clicks to navigate through the end-to-end setup process.
Import Offering Setup page
STEPS TO ENABLE
To migrate an offering configuration, select the ‘Import feature selection’ option available under Import Options when submitting an import process.
TIPS AND CONSIDERATIONS
- Feature selection is always exported when migrating setup data for an offering or functional area. However, the feature selection is only imported in the target environment if you check the ‘Import feature selection’ checkbox.
- Migration of feature selection is available only from the Offering and Functional Area based export and import process. Migration of feature selection is not available when setup data is exported and imported using implementation projects.
Assign the right sales reps and territories to core sales objects, such as opportunities, using territory dimensions or assignment rules. In Release 11, the assignment flows have been extended to include custom objects.
The ability to assign territories to custom objects in Oracle Sales Cloud allows you to balance sales efforts that align with the unique aspects of your business. Assignment rules provide a simple approach to defining the criteria for matching values on custom or standard objects with territories.
You can assign territories to custom objects.
Steps to Enable
- In Application Composer, define a custom object with the appropriate fields needed to set up territory assignments. Additionally, define the appropriate security polices for each role that requires access to the custom object.
- In the Setup and Maintenance work area, Sales offering, use the Manage Territory Types task to define a new territory type.
- In the Territories application, use the simplified UI to create one or more group-type territories.
- In the Setup and Maintenance work area, Sales offering:
- Use the Manage Sales Assignment Manager Objects task to create an assignment configuration for the custom object and sales territory objects.
- Use the Manage Sales Assignment Manager Rules task to create assignment rules for the case object.
- In Application Composer:
- Define the assignment service as a recognized Web service.
- Define a trigger, button, or action to call the assignment service that will pass the appropriate parameter values.
- In Authorization Policy Manager define a data condition and update the custom object policies to add security based on the assigned territory.
Tips and Considerations
- Use rule-based assignment to assign territories to custom objects. Territory-based assignment is not supported at this time.
- Don’t use territory coverage, that is, geography or product, to assign territories to a custom object. Instead, use the standard territory fields, such as name, number, owner, or any custom fields, for assignment rules.
- It is recommended that you use the simplified UI to create and maintain territories so that the latest active territory details are available.
Key Resources
For a demonstration of this enhancement and detailed setup steps with screenshots, see the Setup and Maintenance > Assignment Manager – Custom Object Assignment release training on the Customer Experience Release Readiness page.
Using the Customization Migration feature, you can migrate Oracle Sales Cloud customizations and reports from a source instance to a target instance.
Enhanced Customization Migration
Oracle Sales Cloud’s Customization Set Migration tool can now merge SOAP XSD documents, rather than overwriting the XSD documents from source to target. When an Oracle industry solution update occurs, SOAP Web Service XSD files are regenerated and include both the industry solution changes as well as any data model customizations.
Steps to Enable
No steps are required to enable this enhancement.
Oracle continues to invest in best practices and technologies that can simplify application setup and implementation. Oracle Sales Cloud customers can save time and money with seeded data and simple master geography data loaded from Nokia.
Enhanced Master Geographies Load
The Import Nokia Data option enables you to load master geography data quickly. In Release 11, you can select and load master geography data from Nokia for Singapore, United Arab Emirates (UAE), and over 60 countries spanning the EMEA, APAC, and LAD regions.
Nokia data is now available for the following countries:
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IMPORTANT: The geography data is provided by Nokia and is third-party content. In accordance with Oracle policy, this software and documentation may provide access to or information on content and services from third parties. Oracle Corporation and its affiliates aren't responsible for and expressly disclaim all warranties of any kind with respect to third-party content and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.
Steps to Enable
No steps are required to enable this enhancement. However, this feature will not be available if your geography data is already set up for a specific country. It is recommended that you only import Nokia data for a new setup or when you set up a new country. You can use existing geography data for territory geographies and address validations, changing that data can cause problems in those areas.
Tips and Considerations
- The Import Nokia Data option is disabled if the country structure and hierarchy are already populated.
- Because of the large volume of geography data for the United Kingdom, the import might take several hours to complete.
- Data load is an asynchronous process. So, you don't have to stay on the Manage Geographies page and you can complete other tasks while the process is running.
- You can initiate Nokia geography-data load for multiple countries, one after the other. Each country is imported. The import is based on the order in which you start each process.
- After you have submitted the import process, don't attempt to update the same geography manually or through another import until the process is complete.
- When errors occur, the process aborts and any data already loaded is rolled back. You’ll never get a partial data import. Although failure is rare, the Import Nokia Data process might fail if server issues occur or changes are made during the import process.
- After the data is loaded, review the data set to ensure that it meets your business needs. If you decide that the data set is not sufficient, then you can delete the Nokia data, purchase data from an alternate data source, and load it using file import.
- In order to delete Nokia data, you must first delete the hierarchy data for the selected country. Once the process completes, you can delete the structure.
- Do not delete geographies that are already referenced in territories or being used for address validation because they're building blocks, and deleting them can cause problems.
Key Resources
- For information about how to import Nokia data, see the Importing Geography Reference Data topic in the Applications Help.
- Alternatively, you can find information about Nokia data import in the chapter, Setting Up Geography Data, in Getting Started with Your Sales Cloud Implementation in the Oracle Help Center.
- For information about replacing your existing master geography data with revised Nokia geography data, see the topic about defining geographies in Implementing Customer Data Management in the Oracle Help Center.
Seeded Role Provisioning Rules
Setting up Oracle Sales Cloud has been made easier for new customers with seeded role mappings. New customers are no longer required to set up the mappings between resource roles and enterprise roles before creating users. They can start creating sales users with the following seeded resource roles:
- Sales Administrator
- Sales Lead Qualifier
- Sales Manager
- Sales Representative
- Sales Vice President
- Channel Account Manager
- Channel Sales Manager
- Channel Operations Manager
- Contingent Worker
- Partner Administrator
- Partner Sales Manager
- Partner Sales Representative
- Contract Administrator
- Contract Manager
- Customer Data Steward
- Data Steward Manager
- Employee
Steps to Enable
No steps are required to enable this enhancement.
Tips and Considerations
The seed data for role mappings is only available to new customers.
The following topic describes some tasks that you must perform after upgrading to Oracle Sales Cloud for Release 11.
Update Application Composer Customizations to the Latest Enhanced Behavior
During your upgrade, most existing customizations made in Application Composer are automatically updated to the latest enhanced behavior in the new release. However, there are a few exceptions, which require you to manually initiate the upgrade script for each of those customizations.
This document describes the steps you must take to manually upgrade the metadata from an older release to the latest release of Oracle Sales Cloud. By following these steps, you ensure that those customizations have incorporated the latest enhanced behavior.
STEPS TO ENABLE
You must sign in as a user with an administrator role to perform these steps.
IMPORTANT: Do not perform these steps when there are pending changes in an active sandbox. Be sure to save and publish sandboxes with any changes you want to keep before proceeding and delete any sandboxes that you do not intend to publish.
- In Oracle Sales Cloud, open the drop-down menu next to your user name, and select Manage Sandboxes.
- Create a new sandbox, and set it as the active sandbox.
- Go to: Navigator > Application Composer (under Tools)
- From the Application drop-down list, select the first application whose metadata you want to upgrade, such as Common or Sales.
- From the navigation tree on the left, under Common Setup, click the Metadata Manager link.
- Click the Metadata Upgrade link on the right.
- By default, the list displays the “Not Started” upgrade items that you need to manually upgrade. Highlight the first row in the list, and then click the Upgrade button.
- Click OK in the confirmation dialog box that opens.
- Repeat steps 7-8 for each row in the list.
- Repeat step 4-8 for each application in the Application drop-down list in Application Composer.
- Publish the sandbox.
The current active sandbox displays at the top of the application.
NOTE: You need to upgrade the existing customization metadata for each application separately.
This process may take a couple of minutes. When the upgrade is done, the dialog box will close and the Upgrade Completed column will be checked.
NOTE: Currently, the upgrade item Custom objects and fields are not available for global search does not show a checkmark in the Upgrade Completed column even after the metadata upgrade is complete. You can proceed with the metadata upgrade process without concern.
• Before this feature was introduced, the association between the source and target object using foreign keys happened as a record update after the new target row was committed to the database; thus to get the attributes from the source row, script actions had to be written in the BeforeUpdate trigger.
• With the introduction of this feature, the association between the source and target object using foreign keys happens as part of the creation of the new target row. There is no additional record update after the creation.
For more information, including sample code, see Accessing Parent Object Data in Custom Subtab Record Creation (Oracle Sales Cloud) (Doc ID 2118999.1) on My Oracle Support.
After the processes have completed, the application is ready to use.
Post-Upgrade Instructions for Communications
To review these instructions, see Post-Upgrade Instructions for Communications.
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