This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Update Version | Notes |
|---|---|---|
| 13 DEC 2018 | Update 18C | Revised update 18C. |
| 03 SEP 2018 | Update 18B | Revised update 18B. |
| 11 MAY 2018 | Update 18A | Revised update 18A. |
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Feature | Notes |
|---|---|---|
| 13 DEC 2018 | Oracle Sales Planning Cloud | Updated document. Feature delivered in update 18C. |
| 13 DEC 2018 | Participant Beginning and Ending Balance Integrity | Updated document. Revised feature information. |
| 13 DEC 2018 | Extensible List of Values for Accounts, Contacts, Households, Assets, and Resources | Updated document. Revised feature information. |
| 02 NOV 2018 | Search and Workspace User Experience | Updated document. Revised feature information. |
| 07 SEP 2018 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update.
DISCLAIMER
The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.
This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.
Search and Workspace User Experience
Optimize the performance of search results in work areas and perform keyword searches extremely quickly. Workspace provides enhanced search capabilities across all core sales objects, such as Accounts, Contacts, Leads, Opportunities, Assets, and Activities.
NOTE: Workspace is available to customers participating in a preview access program. Apply for preview access on the “Search and Workspace User Experience” forum within the Engagement Cloud section of Oracle Cloud Customer Connect.
Actionable infolets are a new generation of infolets that let salespeople:
- Interact with and take quick action, such as accepting a lead, directly from the infolets dashboard.
- Access summarized key sales data points.
- Take immediate action on outstanding sales tasks.
The following sales infolets are available by default:
- My Tasks
- My Appointments
- My New Leads
- My Opportunities
Salespeople can speed sales performance tasks by prioritizing and using filters that reduces the number of searches required to view any outstanding items that need attention. The infolets support do-not-contact functionality when displaying email addresses and phone numbers.
Actionable infolets have the following benefits:
- View Filters: Access different information on an infolet by choosing different view filters.
- Quick Actions: Take quick actions, such as completing a task or accepting a lead without drilling down into the transactional pages.
- Record Drill-Down Access: Drill down directly to the record details view, bypassing the navigation from the object's landing page.
- Ease of Access: View field labels and long descriptions as hover text on any truncated fields.
- Infolet-Level Actions: Perform actions, such as creating a lead, opportunity, or task, or open your calendar directly from an infolet.
- Infolet Administration: Administrators can configure infolet layout, display different fields, and set a maximum number of records to display on the infolet.
The click-to-edit feature lets salespeople:
- Perform inline editing of records directly from landing list pages.
- Update records without drilling down to each record.
- Simplify data entry and improve productivity.
The click-to-edit feature is available from the Accounts, Contacts, Opportunities, Leads, Activities, Assets and Custom Object landing pages.
Accounts, Contacts, and Households
Improved Asset REST Support and Ability to Manage Asset Activities
Manage team members, contacts, and attachments, and retrieve fixed-choice lists of values using the improved Asset REST API. You also have the ability to view and manage activities for assets.
Salespeople can access quotes in sales, including searching for quotes from the work area or the global search. They can also use the Quotes list page to see a list of relevant quotes.
Business Intelligence Responsive Window Sizing
Business intelligence (BI) dashboards embedded into the UI auto-resize based on your browser window size. Graphs and charts leverage the available space and minimize the need for scroll bars in your browser window.
NOTE: You must provide additional parameters on the report/dashboard and the properties of the embedded container for auto-resize to take effect.
Create reports on quotes submitted for opportunities.
Partner Relationship Management
Deal Registration Approvals History
Track the end-to-end approval flow of deal registration transactions.
The approval history is available, by default, in the Approvals subtab on the Edit Deal Registration page. You can hide the Approvals subtab using Oracle Application Composer. When exposed on the edit page, the Approvals page provides the following information:
- Who submitted the transaction and when
- Who are the current approvers
- Who took an action and when
- Approval comments
- Rejection reason
- Return reason
Ability to Revert Deal Registration from Approved or Rejected Status
Users with administrative rights can revert the status of a deal registration from approved or rejected status to pending approval status.
To revert a deal registration that has been rejected, or approved by mistake, administrators resubmit the deal. Upon resubmission, the approval process re-initiates, and the deal is assigned to the first approver who can take the corrective approval action.
Enriched Records Using Incremental Dun and Bradstreet Data
Use the Customer Data Management batch enrichment feature to review enrichment data batches of 100 records. Also, synchronize previously enriched records with monthly incremental updates available from Dun and Bradstreet.
Forecast sales and manage quotas without setting up dimensional territories. The resource hierarchy is automatically copied to the territory hierarchy. As a result, any changes you make to the resource hierarchy are synchronized with the territory hierarchy. You can use these territories to forecast the opportunity owner or assign quotas.
User-Specified Territory Number in Import
Use a user-defined territory number instead of an application-generated territory number when importing territories.
Incentive Compensation Configuration and Maintenance in Sales Offering
Implement both Sales and Incentive Compensation using one offering. In the Sales offering, the Incentives functional area includes a set of tasks specifically used for configuring and maintaining Incentive Compensation setups.
Research Assistant Capabilities for Classification Errors
Troubleshoot transaction classification errors and test incentive compensation classification rules using the Research Assistant. Plan administrators can use the Research Assistant to test classification rules before copying them to production. Incentive Compensation Managers and Analysts can analyze any ongoing issues to resolve them quickly.
Using the Research Assistant, you can:
- Search for and select credits or transactions that have classification errors
- Analyze errors using the Research Assistant diagnosis
- Determine the corrective action to resolve the classification issue. Most corrective actions for the rules can be taken within the Research Assistant UI
Automatic Determination of Calculation Batches
Select the new calculation batch processing option Use number of batches and batch size determined by the application for the application to determine the calculation batches. The application automatically determines the optimal number of batches and batch sizes to be included in each calculation job. This determination is done based on the volume of credits to be processed and the number of participants included in the calculation job.
Previous options required you to specify the number of batches or group the participants into different calculation batches.
Delete Participants and Analysts
Remove participants and analysts that were inadvertently imported using a source file and the Import and Update Participant Details feature. The source file template includes a Delete Participant column where you indicate that you want the participant and any participant assignments to plans, pay groups, payment plans, and roles deleted.
Participant Beginning and Ending Balance Integrity
The balance integrity enhancements are for customers who have selected the participant home currency as their business unit processing currency using the Setup and Maintenance, Manage Parameters task.
The participant beginning balance is totaled for your reference and displays in the payment summary reports and the paysheet search results.The balance includes unpaid earnings and recoverable adjustments from the prior period. The processing currency for the participant must be a single currency for the summarized amounts to have significance. For example, a beginning balance that has recoverable balances in Euro and earnings in US Dollars does not convey business information.
Prior to this release, it was possible to assign multiple home currencies to a participant for different date ranges. A new validation now ensures that the home currency remains consistent across participant date-effective records. If you observe the historical subledger balances to be incorrect, submit the new Rebuild Participant Beginning and Ending Balances process.
With this release, the processing currency parameter for a new business unit is limited to the operating currency only. While existing incentive compensation business units can remain with the participant home currency set as the processing currency, configuring new business units for incentive compensation requires the processing currency be the operating currency.
Powering Expressions with Value Set Queries
Create data retrieval queries and use them in incentive calculation formulas. Additionally, model extensive attainment and earning calculations using 11 new logical operations and 14 new SQL functions.
Build powerful calculations to match your specific variable compensation needs. Reduce implementation time by letting you quickly create and test select SQL queries for your incentive calculations. Use self-service capabilities to create these queries using existing task flows.
Partner Dimension Available for IC Analytics
Report Partner incentives using the Partner dimension and eliminate the need to write expensive join statements. The Partner dimension is now available in the following IC Subject areas:
- Transactions Real time
- Credits Real time
- Earnings Real time
- Attainment Real time
- Disputes Real time
- Payments Real time
- Performance & Earnings Summary Real time
Research Assistant Classification Error Reporting
To enable reporting on classification errors, the following two fields are exposed in the Transaction and Credit subject areas:
- Process Error Code
- Process Error Reason
Configurable Contract Document Categories
Categorize and keep track of all your contract documents by defining your own document categories. You can create as many categories as needed to group your contract documents, for example, into Emails or Letters. Your new categories work in the same way as predefined categories, allowing you either browse for a file or by provide a URL to the document.
Revision Tracking for Changes Made to Terms and Conditions Using the Word Add-In
Use the native features available in Microsoft Word to track changes and compare document versions. Document versions, which are are combined with the contract life cycle features in Enterprise Contracts, keep track of the negotiation cycles and allow you to see who made exactly what change and when.
Control Terms and Conditions HTML Preview Refresh
Control when the contract terms preview is displayed on your contract. For very large contracts, you may prefer to manually control when you want to refresh and preview your clause updates, instead of waiting for them to load automatically.
Create records from single-select, multi-select, standard, and custom pickers. For example, if you cannot find a contact to add to a new appointment, then you can create a contact from the multi-select Contact picker.
Improved Address Section in Accounts and Contacts
Manage various address formats from your mobile phone. The highlights of this feature include:
- Address fields change based on the country selected.
- Mandatory address indicators and lists of values for addresses that are available in the web application are available in the mobile application.
- Multiple addresses displayed in Accounts and Contacts.
Enable attachments for top-level custom objects, so that users can view and add attachments (such as photos, videos, and voice notes) to custom objects.
Adoption and Usage Data from Application-Transmitted Metrics
Keep track of mobile application user adoption and usage by gathering anonymous, non-personally identifiable information from Oracle CX Cloud Mobile sales teams.
Multicurrency Support for Opportunities
Create opportunities in the Oracle CX Cloud Mobile application using the Oracle Engagement Cloud currency or the user's preferred currency. Opportunity amounts in different currencies are converted using applicable exchange rates for business unit reporting in the user's preferred currency.
Configurable Close Period for Opportunity Lists
Create Oracle CX Cloud Mobile opportunity lists with flexible calendar or fiscal period values to match your company’s unique opportunity life cycle. For example, you can configure lists for all opportunities that will close in the next 90 days, in the current fiscal quarter, in the next fiscal quarter, or in the next three months.
Opportunity and Lead Product Filtering by Territory
Restrict the products that salespeople can view and select in leads and opportunities. After the administrator enables the filter, salespeople can only see and select products that are available in their territories.
Multiple Business Unit Support for Opportunities
Associate opportunities with a business unit and restrict opportunity visibility to the sales users of the division, while using a common set of data -- such as accounts and contacts -- across all sales divisions. With the multiple-business-unit model enabled in your sales instance that caters to multiple sales divisions, you can leverage the following corresponding functionality in CX Cloud Mobile opportunities:
- Automatically associate opportunity attributes such as win/loss reason, sales method, and sales stages to business units and define their values to be business-unit specific or shared across business units.
- Report on opportunity data by business unit for divisional managers, and consolidate opportunity data across business units for executive reporting.
- Use business unit dimensions on territory setup to limit visibility of the opportunities to the users of the sales division.
- Configure opportunity layouts for different business units to simplify data entry for divisional sales processes.
Support for Dynamic Choice List Fields on Child Objects
Add dynamic choice list fields to a child object’s detail and edit page layouts. Adding these fields lets you associate the child object to a target object and view the target object when viewing the child record.
Oracle Sales Cloud for Office 365 adds the power of Oracle Engagement Cloud to Microsoft's Outlook desktop and Outlook on the web. Among the capabilities of Office 365 are the following:
- Enhances application adoption by allowing salespeople to work within their familiar Outlook interface.
- Improves accuracy of activity reporting by providing ease of sharing emails and meetings.
- Improves sales productivity by bi-directionally synchronizing contacts, appointments, and tasks between Office 365 and Oracle Engagement Cloud.
Create, edit, and delete related Oracle Engagement Cloud records in Emails and Appointments and synchronize contacts and activities with Office 365. Sales Cloud for Office 365 gives you the following benefits:
- Identify the top organizational resources to help you sell.
- Deploy easily for access across web and desktop.
- Add or remove standard and custom objects.
- Configure fields on layouts and dynamic layouts for roles.
- Enforce record editability using Security Console settings.
Oracle Sales Planning Cloud provides an extensible framework for planning and managing sales performance. Using Oracle Sales Planning Cloud enables you to automate critical processes by eliminating spreadsheets in key sales operations processes and improves collaboration for planning and modeling sales quotas.
Oracle Sales Planning Cloud is extensible using the EPM Cloud framework to further add additional configurations and personalization into your sales planning application with custom navigation flows, dashboards, and infolets. Use tasks and approvals to manage the quota planning process. Use Groovy rules to customize even further for enhanced calculation and business rules.
Sales and Service Access Management
View and configure the data security access provided by a job role for an object using the Sales and Service Access Management UI. Select a role and an object on the UI, and the assigned data access policies are listed in a simple, comprehensible format. For custom roles, you can easily configure data security by adding, deleting, or editing the data security policies for an object, or by providing access to additional objects for the role.
Extensible List of Values for Accounts, Contacts, Households, Assets, and Resources
Salespeople can search for and associate records using relevant data from extensible lists of values for accounts, contacts, households, assets and resources. They can use custom fields as search criteria and view custom fields in work area search results, letting them find and select the right records easily.
In addition, administrators can:
- Create dynamic, role-based picker layouts.
- Enable hidden standard fields for searching within pickers.
- Re-arrange fields.
- Define default values for search fields. The ability to prepopulate search queries in the extensible pickers per page layout replaces the saved search capability which was available in previous releases.
- Mark certain fields as read-only or required based on the business need.
Required, Updatable, or Hidden Fields at UI Level with Support for Conditional Settings
Define required, updatable, and hidden properties for a field at the layout level. You can make a field conditionally required, conditionally updatable, or conditionally hidden by entering an expression.
Custom Object Security Owner and Owner Management Chain
Provision data security for custom object records and restrict users who have privileges to view, update, or delete records. You can provision this type of security to all users, owners of records, the owner and management hierarchy, for user-defined roles.
The Owner field is available on all pages for custom objects. When you create a record, by default, you are the owner. With this security provisioned, you can filter records owned by you or your subordinates.
Add DCL-Related Objects to Published Custom Subject Area During Edit Flow
Add objects that are related to a main object through a dynamic choice list (DCL). You can add additional objects in the custom subject area, when editing the custom subject area flow, even after the area was published.
Custom Object PUID Field Support in Oracle Social Network and Global Search
Share custom object fields in Oracle Social Network conversations, consistent with standard objects. These fields are also available in global search. Enabling custom object public unique IDs (PUIDs) for Oracle Social Network enables you to identify custom object records in your collaboration. The PUID fields for custom objects created after upgrade can be indexed and included in global search results.
NOTE: PUID fields for custom objects created before the upgrade are not available on global searches.
File-Based Import/Export Management Framework
The file-based Import/Export Management Framework has added support for the following objects:
- Actions
- Business Plans
- Campaigns
- Categories
- Channels
- Countries
- Deals
- Interactions
- Messages
- Objectives
- Partners
- Price Books
- Products
- Queues
- Self-Service Roles
- Service Requests
- Templates
These additional objects are available for Import via the Import Management UI, and available for Import or Export via the Import/Export Management framework REST APIs.
Use alternate keys, such as original system and original system reference values, in the Import Management framework to identify records in an object. This alternate key support simplifies the import process and reduces the need to use the system-generated primary key values as the way to identify records.
Improve campaign management and reporting in Oracle Engagement Cloud by synchronizing campaign-related data between Oracle Marketing Cloud and Oracle Engagement Cloud. You can use the campaign summary data to view associated leads, contacts, opportunities, and revenue amounts. The following subject areas enable the creation of reports in Oracle Marketing Cloud and Oracle Engagement Cloud:
- Campaign Members
- Campaign Opportunities
For example, sales and marketing operations can run campaign-related reports, perform analysis on marketing attribution, and evaluate a campaign's return on investment (ROI).
Profile Options to Suppress Business Events for Standard Objects
Sales administrators temporarily suspend business events in Oracle Engagement Cloud. The applications raise business events when records are created, updated, or deleted by various channels, such as the Import and REST web services. This Profile Option namely ZCA_PUBLIC_BUSINESS_EVENTS suspends the business events. By default, the profile option is set to yes (Y). Y indicates that all business events are enabled.
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Feature | Notes |
|---|---|---|
| 03 SEP 2018 | Opportunity Adaptive Intelligence Best Sales Action | Updated document. Feature delivered in update 18B. |
| 06 APR 2018 | Created initial document. |
Oracle Sales Cloud Release 13 update 18B focuses on knowledge sharing and better prospecting for sales reps. Sales teams can now easily share sales content with everyone in the organization using the Sales Lightbox. Enriching account and contact information in bulk with data from Dun & Bradstreet Corporation allows sales reps to do better and more targeted prospecting.
In the area of Sales Analytics we added a new subject area for partner programs and enhanced the Incentive Compensation subject area as well as the User Adoption subject area. Administrators can now create reports that show the details of users who have not signed in to the application for a given time period.
For System Administrators and Implementation Consultants we improved dramatically our Configuration Set Migration (CSM) tool. You can now selectively migrate new or updated configuration types from the source environment to the target environment, rather than migrating all types. This helps to save migration time. We also added a new Import Framework that has increased usability, reliability, and performance.
Disclaimer
The Information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.
This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.
Accounts, Contacts, and Households
Alternate Name and Phone Number Support in File-Based Import
Import alternate name and phone number data in account and contact file-based import using the following child objects:
- Additional Name: Supports alternate name fields.
- Raw Phone Number: Supports unformatted phone number fields that include country code, area code, and so on.
Set default status of tasks based on your business processes. This feature lets you re-order task statuses according to the most frequently used tasks. This re-ordering also applies to tasks created using task templates.
Account and Contact Copy Maps for Leads
Configure the mapping of standard or user-defined attributes from leads to accounts or contacts when leads are converted. You can:
- Modify the mapping of lead attributes to account or contact attributes through the Copy Lead to Account and Copy Lead to Contact Oracle Application Composer copy maps.
- Quickly and automatically update information stored on a lead to the account or contact created during lead conversion.
Opportunity Adaptive Intelligence Best Sales Action
The opportunity and adaptive intelligence (AI) integration leverages machine learning to:
- Suggest recommended actions to move the opportunity further along the sales process.
- Highlight opportunities with win probabilities greater than or less than the AI predicted win probability.
NOTE: Access to this feature is restricted. For more information, contact your Oracle solution engineer.
As an important part of knowledge sharing and training, sales teams often need to share sales content with everyone in the organization. Currently, when using Sales Lightbox, you can share a document with only one user at a time. This is a cumbersome task if you need to share the document with multiple users. With this feature, sales teams can easily share sales content, such as product catalogs, price lists, and product presentations, by making them public documents.
Create enhanced reports on user adoption data to support negative reporting that provides details on the users who have not signed in to the application.
With this enhancement, administrators can create reports that show the details of users who have not signed in to the application for a given time period. With the new facts, users can easily determine which country/state or department is the most active in terms of user adoption.
Create reports on partner programs and the associated tiers to get details about programs created in the application.
Subject areas related to partner Programs and Program Tiers let you create reports on programs and their associated business objects. You can also show many-to-many relationships between programs and tiers by creating reports that show the tiers that are assigned to one or many programs.
Bulk Enrichment of Accounts and Contacts with D&B Data
Perform batch enrichment of accounts and contacts using the Oracle Data Cloud enrichment service. The Enrichment functionality provides you with an automated process for enriching Oracle Customer Data Management data in bulk with data from Dun & Bradstreet Corporation. It also provides visibility into which records were enriched and which were not.
Integration with DaaS Master Geography Using Loqate
Improve data quality and resolve data conflicts between master geography data and the Address Verification Cloud Service using the new geography data provider Loqate. Oracle CX customers can import Loqate geography seed data using manage geographies.
Key Generation Improvements and Optimization
Optimize key generation and improve key generation data stewardship capabilities to achieve an error-free, smooth experience. Data stewards can use a guided key generation process with visibility into the job status. Key generation optimization significantly reduces the key generation process time.
Ability to Purge Resolution Requests and Logs
Purge duplicate resolution requests and logs to improve performance and usability.
Additional RESTful Child Objects and Fields for Accounts, Contacts, and Households
RESTful web services support additional child objects, additional fields, and enhanced capabilities. The following are supported:
- Support additional names (Account and Contact REST APIs): Ability to add, update, search, and delete additional names for accounts and contacts.
- Support unformatted phone number (Account, Contact, and Household REST APIs): Accept unformatted phone numbers as input and parse them into separate phone number fields, such as country code, area code, and phone number.
- Allow fetching of inactive and merged records (Account, Contact, and Household REST APIs): Enable web services to get records with active, inactive, and merge statuses.
Partner Relationship Management
Deal Registration Configurable Approval Notification
Configure the Deal Registration approval notification using a standard layout available in Oracle Application Composer. You now have the ability to add or remove standard and custom attributes and create dynamic layouts.
Use the approval layout for online and email notifications.
Automatically Update Merged Accounts
Automatically update changes to Territory Management inclusions and exclusions, when merging account, contacts, or households using Customer Data Management. For example, if Vision Enterprise is merged with Vision Corp, to form Vision Corp, then any reference to Vision Enterprise in Territory Management account inclusions and exclusions are automatically updated to Vision Corp.
Auto-Exclusion of Named Accounts Using Territory Precedence
Name accounts exclusively, either for the entire organization or within a specific division.
Named accounts included on a territory are automatically excluded from all other territories whose dimensional coverage covers those accounts. If the included account is set up to include all its subsidiaries, then all these subsidiaries are also automatically excluded.
This feature enables the precedence of account inclusion territories over dimension coverage territories when assigning accounts, opportunities, and leads.
Improved Tracking and Real-Time Propagation of Territory Changes
Changes to territories made using the Simple Territories UI, Territory Proposals or Territory Import are now tracked in a consistent and more efficient manner, resulting in:
- Consistent Audit Reports: The Oracle Sales Cloud audit report now displays territory changes in a uniform manner irrespective of which interface was used to make the changes
- Improved Performance: Certain changes to territories, such as updates to the territory owner, are now propagated in real-time without requiring territory re-assignment, thus improving performance
Include Original System Reference Information in Territory Export
Use the Original System Reference (OS/OSR) IDs of accounts that are part of territory inclusions and exclusions to correlate the accounts against external data sources. The territory export file includes an additional column that contains the OS/OSR IDs. You can export the file from either the active territory hierarchy or a hierarchy that is part of a territory proposal.
NOTE: The additional information column is provided for reference. The application ignores this column if it is included as part of the territory import file.
Reporting Transactions Using Generic Time Dimension
Analyze and report aggregate data using common date and time attributes. The generic time dimension is linked to the following business date fields in the Transaction subject area:
- source_event_date
- booked_date
- invoice_date
Ability to Select Periods in Mobile Commission Application
Select periods on the Mobile Commission application dashboard. You can see the details of your credits, earnings and payments, attainments, and active compensation plans for the selected period.
Retention of Credit History for All Updates
Save history of updates made to a credit regardless of its status. Previously the updates to credit records were stored in the history table only if the corresponding earning record was paid. You now have a choice to enable tracking of credit updates irrespective of its status by setting the corresponding profile option.
Cancel unwanted credits after you have incorrectly assigned direct credits for a transaction. Use the Manage Credits page to select and cancel multiple credits. The canceled credits are marked as obsolete.
Run the Revert Transactions process to delete the obsolete credits and move them to the history table.
Improved Performance When Saving Transactions
Create, edit, and save transactions asynchronously while you continue to use the application, thus allowing you to create and edit records quickly.
Configurable Search Capabilities
Configure opportunity saved searches so that sales users see just the list of opportunities that are relevant to them. As an administrator:
- Update the text search field for standard or custom objects so that it uses the operators "begins with" or "contains".
- Allow the saved search of an opportunity object to contain multiple opportunity status values.
File-Based Data Import / Export
File-Based Data Import Framework
Use the improved file-based data import framework that has increased usability, reliability, and performance. The import framework is available for common Oracle Sales Cloud objects such as Accounts, Contacts, Leads, Opportunities, and more.
The new import framework improves usability in the following ways:
- Streamlines UI for importing flat file data and monitoring status. The UI now includes a new drag-and-drop feature for mapping columns in your source file with columns in the associated Oracle Sales Cloud object.
- Analyzes up to the first 10 rows of your input file for validation. This validation ensures that mapped columns meet datatype constraints and that the required fields are included in your input file.
- Matches the data shape of importable objects with the corresponding REST APIs of each object.
- Invokes and monitors import and export jobs using new RESTful APIs.
- External data loader client application provides command-line access to invoke and monitor import jobs. The client application automatically breaks large files into multiple files that can be processed by the framework, and then manages the submission and status of each file.
The new import framework improves reliability in the following way:
- Improves the underlying architecture of the import process to eliminate jobs that end with an application error.
Ability to Select Configuration Types for Configuration Set Migration (CSM) Export
Configuration types, such as BI content, Email Templates, Enterprise Scheduler Services, Industry Solutions Extensions, and SOA artifacts, can be selected or deselected for export from the source environment during the Configuration Set Migration process. This capability enables you to selectively migrate new or updated configuration types from the source environment to the target environment, rather than migrating all types. It helps to save migration time for system administrators and implementation consultants.
Update Events on Standard Objects Based on Custom Child Object Updates
Raise "update" events for standard objects when there are create, update, or delete operations on their child objects. These events are raised irrespective of you being in or out of a sandbox.
Use the public events by the Integration Cloud Service to integrate Oracle Sales Cloud with another system. With this addition, the integration system is notified when the parent object is updated and when the custom child objects are updated. Subsequent RESTful calls are made to synchronize the parent object and all its child data.
In configuration reporting, see more details about an object's dynamic layouts. In addition to the total number of layouts, you can see a list of fields, actions, and buttons exposed on each page layout, as well as the criteria for page layouts. This detailed layout information can be included for up to five objects.
Ability to Delete Unpublished Object Workflows, Actions, and Links
Delete unpublished object workflows and their associated actions from the current sandbox. You can also delete unpublished actions and links, and these are then automatically removed from the pages where they were available as buttons, menu items, and links.
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Feature | Notes |
|---|---|---|
| 11 MAY 2018 | Using New Triggers | Updated document. Feature delivered in update 18A. |
| 12 FEB 2018 | Ability to Schedule Custom Business Logic for Long-Running Processes | Updated document. Revised feature information. |
| 12 FEB 2018 | Commit Transactions and Navigate to Create or Edit Pages Using Custom Actions | Updated document. Revised feature information. |
| 12 JAN 2018 | Created initial document. |
As part of Oracle’s Customer Experience (CX) solution, Oracle Sales Cloud helps you simplify IT complexity, innovate exceptional customer experiences, and deliver business results. Oracle’s smarter CX strategy helps sales teams offer seamless, personalized, and immediate customer experiences with tightly integrated CX solutions that include sales, marketing, service, CPQ, commerce and social, along with hundreds of applications available on the Oracle Cloud Marketplace. Oracle Sales Cloud is a comprehensive sales ecosystem. With Sales Force Automation at its hub, other facets of modern sales includes partner relationship management, customer data management, sales performance management, sales intelligence, integrated marketing and integrated quote and order.
Disclaimer
The Information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.
This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.
Oracle continues to invest in best practices and technologies. A larger display in the user interface makes viewing easier and adding search to standard and subtabs provide more options to find what you need fast. Search is also optimized for opportunities and leads. Oracle Sales Cloud now integrates with Linkedin Sales Navigator with contacts, enabling sales reps to more easily target or find new contact recommendations.
Integration of LinkedIn Sales Navigator with Leads
View relevant information from the LinkedIn Sales Navigator directly within your Lead summary page. With the LinkedIn Sales Navigator integration, you can benefit from the following:
- Seamlessly access a lead's LinkedIn social profile to gain additional insights and social intelligence.
- Increase your leads database by accessing additional leads with similar social profiling.
- Improve relationships and communication through icebreakers, introductions, and mutual connections.
This integration requires team or enterprise licenses for LinkedIn Sales Navigator.
Dynamic Layout for Opportunity Product Information
View and edit opportunity revenue on a form layout. Dynamic revenue forms enable you to do the following:
- See pertinent revenue information without scrolling.
- See a set of fields based on the defined product.
Ability to Disable Opportunity Cascading Logic
Update your opportunity summary information without automatically updating revenue line values. By default, core opportunity attribute values cascade to the existing revenue lines. When disabled, updates to the opportunity header attributes will not propagate to the revenue lines.
Determine which revenue lines to include when calculating an open opportunity's revenue. By default, open opportunity revenue is the rolled-up amount of all open revenue lines for that opportunity. You can now configure the system to include both open and won revenue lines in that calculation.
Ability to Manage Competitors in Opportunities
Manage opportunity competitors using the extensible Competitors subtab.
Create new business plan classes. For example, you can create a business plan class for sales representatives, to use in addition to the supplied classes, such as account and partner plans. Use the Manage Business Plan Classes task to:
- Create new business plan classes.
- Set a default class by changing the display sequence.
- Disable supplied business plan classes that are not needed.
Full Set of Account Attributes for Lead Generation Using Sales Predictor
Use all the available account-related standard and custom attributes to generate leads using Sales Predictor. This capability scales current capability to enable you to use any attribute to target a potential lead based on a variety of standard and custom attributes.
Oracle Sales Cloud offers embedded sales analytics to drive business decisions, identify key events, guide sales activities, and improve deal performance. Recent developments enable account business planning and, the ability to track and monitor user adoption.
Reports and Analytics page on Sales Cloud has been updated to the Simplified UI, to make it more user friendly to view and create report using the step-by-step approach for beginner users.
Analytics Side Tabs and Subtabs for Custom Object Pages
Embed BI content on the custom object by exposing Analytics side tabs (Custom object landing page) and the Analytics subtabs (Custom object detail page).
Use the Program Enrollment subject area to create reports on enrollments and all relevant attributes including custom attributes.
Create a custom subject area with Program Enrollment as the primary object and select child or related objects appropriately based on the relationships defined.
Use the Partner Assessments subject area to:
- Create reports to evaluate partners using their assessment scores.
- Compare assessments submitted across different partners.
Partner Relationship Management
Oracle Sales Cloud streamlines partner relationship management (PRM) and indirect sales processes to increase the value of the channel partner network. Release 13 builds on an already broad PRM offering with enhanced partner management, business plans, marketing development funds (MDF), deal registration, analytics, partner asset management and more.
Evaluate partners at different stages of the partner life cycle using the Assessments tab in the Partners work area. For example, you can use the partner assessment feature to evaluate a prospective partner during the recruitment process.
Partner Association within Activities
Tracking your partner activities provides you deeper insights into your business. You can now define partners as well as accounts on activities that enables you to create reports for both partner and account activities
Direct Access to Partner Contacts using RESTful Services
Access partner contacts directly using RESTful services. For example, you can quickly search for a partner contact using just the partner contact's email ID.
RESTful Services to Resolve Duplicates
View reports on duplicate resolution for accounts and contacts using RESTful services. If the duplicate resolution process merged records then the merge details are sent to the subscribing applications.
RESTful Services to Fetch Address Formats Based on Countries
Configure formatting requirements based on business-specific settings on the Manage Address Format Configuration page in the Setup and Maintenance work area. Develop a user interface using REST APIs that allows entry of only valid addresses for countries based on customer address format configurations and existing geography data.
RESTful Services to Synchronize Accounts and Contacts with Import Definitions
Enable common object definition and standard mapping among RESTful service and import interfaces to simplify integration. Use the following to simplify integration:
- Address elements at header level added for the Account and Contact REST object.
- CurrencyCode attribute.
Sales Performance Management (SPM) enables companies to improve sales effectiveness, optimize sales coverage, drive sales behavior, streamline incentive compensation and better align quotas to sales strategy. Incentive Compensation empowers organizations to streamline the rollout of new plan initiatives, provides productivity tools to reduce administrative costs and presents relevant business insights to drive sales performance.
Forecast Sort in Chronological Order
Sort completed forecast items by Due Date chronologically, with the latest record being the first on the list.
Top-Level Territory Creation Using Simple Territory UI
Create the top-level territory, also called the Global territory, using the simple Territories UI. You no longer need to go to the More Details page to create a territory proposal in order to create the top-level territory.
Search Customer Inclusions and Exclusions
Manage large volumes of named accounts through the new search capability available in the included and excluded customer lists.
Credit Category for Estimated Compensation Deals
Enter a credit category when creating or updating estimated compensation deals. If you provide a credit category, then the estimator skips the classification process and uses the specified credit category to match the deal with the correct compensation plan and plan components.
Multiple Versions of Plan Document in Sales Compensation Work Area
View compensation plan documents that are either pending your acceptance or were previously accepted or rejected by you. The compensation plan documents are displayed in the descending order of published date and you can toggle between each document.
Transaction Attribute Consistency Across Incentive Compensation Subject Areas
Provides a consistent list of transaction attributes across all Incentive Compensation transactional subject areas including descriptive flexfields. Eliminates the need to make cross-subject area joins to create reports on transaction attributes and flexfields thereby increasing performance and usability.
Oracle Enterprise Contracts provides a comprehensive solution for managing sales agreements and contracts. With an automated contract management process in place, you can ensure consistency and compliance and establish a proactive approach to renewals. Now you can combine two or more contracts and let your sales representatives renew contracts manually.
Use the following capabilities to manage contracts on the Contracts landing page:
- Manage lists.
- Create and edit personalized lists.
- Use the advanced side filter to include multiple attributes in the search criteria.
- Select and manage columns displayed in the work area lists.
- Export lists to Microsoft Excel.
Additional Dimensions for Enterprise Contracts Reports
Use the following dimensions in the Enterprise Contracts subject area to create your own reports:
- Contract Risk
- User Status
- User Status History
- Assignee
- Related Contract
- Contract Deviation
Additional Web Services Operations for Repository Contracts
Capture signed details and activate repository contracts through web services using new operations.
Oracle's standards-based, open and flexible platform makes it easy to rapidly build and deploy rich applications or integrate with and extend Oracle Sales Cloud. Oracle’s configuration and customization toolset enables business users to tailor Oracle Sales Cloud to meet the unique needs of each business in an easy-to maintain Software-as-a-Service (SaaS) environment. Oracle’s Platform-as-aService (PaaS) offerings provide development and runtime platforms that enrich and extend Oracle Sales Cloud and enhance sales team productivity and collaboration. Prebuilt cloud and on-premises integrations offer complete solutions for sales teams.
Custom Business Object Public Unique ID Field
The Public Unique ID (PUID) Record Number field is available on existing and new custom business objects. You can configure the Record Number field as a searchable field using Application Composer. This action enables the field to be available on the search list definitions. PUID fields of existing objects are not assigned a value automatically. The application generates and assigns a PUID value to a custom business object record created after upgrade unless you explicitly assign it a value.
You can configure the custom object PUID naming patterns with the same setup task you use to define PUID patterns for other objects. If a custom business object does not have a PUID configuration, then the application assigns a value based on the default PUID pattern.
If you have configured a PUID prefix and radix for an object, then the PUID value is generated with a prefix and radix value. If you have not configured a prefix, then only a radix value is generated.
NOTE: PUID values for custom objects must be unique across all custom objects.
Ability to Schedule Custom Business Logic for Long-Running Processes
Call an object function at a scheduled time using the Enterprise Scheduler. You can use this function to process a set of records on a daily or weekly basis, asynchronously, where you do not need to see immediate feedback in the UI.
NOTE: You can schedule only those object functions that have the visibility set to “Callable by External Systems”.
You can configure complex custom logic using groovy scripts. The scripts can be used for batch processing a smaller manageable set of records per job by breaking a job into smaller chunks.
Full-Page Create and Edit with Dynamic Layout for Custom Child Objects
Create and edit opportunity revenue in a full-page UI. You can now configure custom child objects to have full-page form UI for create and edit page layouts based on user, record values, or Groovy expression.
Default Search Configuration on Custom Subtabs
Ability to set the default search filter on custom subtabs.
Ability to Embed External Web Applications as an iFrame Subtab or a UI Region of Summary Subtab
Embed external web application content as an iFrame in Oracle Sales Cloud custom object pages, either as a sub tab, or as an expandable UI region in the summary sub tab of an object details page.
Commit Transactions and Navigate to Create or Edit Pages Using Custom Actions
Assign new runtime behaviors to script-based custom actions of top-level custom objects. You can create custom actions that do the following:
- Run a custom script.
- Commit open transactions.
- Automatically navigate from the details or create pages to the landing page, from the create page to the details page, or stay on the details page to continue to edit.
You can add these custom actions to top-level custom object record details (edit) and creation pages.
Ability to Delete Unpublished Summary Box
Delete the unpublished summary box from the sandbox.
NOTE: You cannot delete published and standard content.
Applications List in Application Composer
Select an application from a list of available deployed applications in a drop down list in Application Composer supporting ERP and SCM Cloud extensibility. If you have deployed ERP and SCM Cloud and CRM Cloud, then you can use the Application drop-down list to switch between these two families.
Default Behavior of New Custom Fields as "Not Searchable"
By default, new fields are set to "not searchable". However, you can make the field searchable when creating or updating the field.
Searchable fields are available for selection, as an additional search criterion, from the Add choice list in the Advanced Search mode. You can use the searchable fields in filtering criteria in dynamic choice lists, subtabs, pickers, and relationships and as the default search filter on subtabs.
Set-Enabled Lookup Fields as Custom Fixed Choice List Field Filters
Define the list members of custom fixed-choice lists by using a set-enabled standard fixed choice list field as the parent.
NOTE: This business-unit-aware capability extends to custom fixed-choice List fields.
To ensure the optimal performance of your Groovy scripts, several types of triggers previously available in Release 12 are now obsolete in this release:
- Before modify
- After Insert in Database
- After Update In Database
- After Delete in Database
- After Commit in Database
When creating new triggers, these types are now unavailable. Instead, use the following Release 13 trigger types:
| R12 (Obsolete) |
R13 |
|---|---|
| Before Modify |
Before Invalidate |
| After Insert in Database |
After Changes Posted to the Database |
| After Update in Database |
After Changes Posted to the Database |
| After Commit in Database |
After Changes Posted to the Database |
| After Delete in Database |
After Changes Posted to the Database |
Create Company Information Page Capabilities
Use the Create Company Information page to do the following:
- Automate the creation of a lightweight enterprise structure.
- Add business user attributes to the initial user.
- Create the role mapping seed data for CRM resource roles.
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