Document History

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.
02 NOV 2018	Update 18A	Revised update 18A.

Update 18C

Revision History

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	Update Tasks	Updated document. Revised feature information.
13 DEC 2018	Post-Update Tasks > Enable Sales Offering	Updated document. Revised feature information.
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.
21 SEP 2018		Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this update.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Optional Uptake of New Features (Opt In)

We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt in to a feature in two ways:  by using the New Features work area, or by using the Setup and Maintenance work area.

To opt in using the New Features work area:

1. Click the Navigator, and then click New Features (under the My Enterprise heading).
2. On the New Features page, select the offering that includes new features you’d like to review.
3. Click Go to Opt In for any feature that you want to opt in to.
4. On the Edit Features page, select the Enable option for the feature, and then click Done.

To opt in using the Setup and Maintenance work area:

1. Click the Navigator, and then click Setup and Maintenance.
2. On the Setup page, select your offering, and then click Change Feature Opt In.
3. On the Opt In page, click the Edit Features icon.
4. On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close. 
5. Click Done.

Update Tasks

This section gives you information to help you plan, deploy, and validate your update. We make frequent additions to this document, so don’t forget to check back and get the latest information before your update starts.

Use the following resource to prepare for, deploy, and validate your Oracle Sales Cloud upgrade to Release 13:

• Read the Oracle Sales and Engagement Cloud: Performing Your Release 13 Upgrade (Doc ID 2253572.1) on My Oracle Support to learn how to prepare for, validate, and deploy Release 13.
• If you have not yet done so, review the introduction guide to upgrades: Release Upgrade Planning (Doc ID 2016981.1) on My Oracle Support
• Review the latest Known Issues and Update Documents for this release (Doc ID 1603154.1) on My Oracle Support.

Feature Summary

Core Sales Force Automation

CX Foundation

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.

Workspace Search Results for Accounts

Salespeople can use the supplied search filters in the filter panel to filter the results. They can also create their own filters. The available filters show row counts, so that salespeople can see how many rows will be returned before selecting the filter.

Filter Panel and Edit Filters Option

Salespeople can search by related objects. For example, when searching for an account, they can enter the primary contact name or the address.

Actions Drop-Down Menu

Additionally, salespeople can perform some actions directly from Sales Workspace using the Actions drop-down menu.

Steps to Enable

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

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 and prioritize items that need attention, using filters to reduce the number of searches required. 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.

Actionable Infolets

Watch a Demo

Steps to Enable

End-user can sign into the application and access the Sales Infolet repository.

Select Sales Infolet Repository. Click the second page control icon (dot) to go to the Sales infolet repository. Select the actionable infolets that you want to use, and the selected infolets will be displayed on the Sales infolets page.

Tips And Considerations

Actionable infolets, such as My Opportunities and My New Leads, can be expanded to a larger view by clicking the expand button.

Key Resources

Watch Actionable Infolets Readiness Training

Role Information

By default, the infolets are available in the repository for the following roles:

• Sales Representative
• Sales Manager
• Sales VP
• Sales Lead Qualifier

Users with the Sales Administrator role can use Oracle Page Composer to configure the infolets and make them available for additional roles.

Click to Edit

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.
• Maintain an overview of the list pages.
• 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.

Watch a Demo

Steps to Enable

Enable the click-to-edit feature by setting the profile option Click-to-Edit on Landing Page Enabled. To access this profile option, follow these steps:

1. Sign in to the application as a sales administrator.
2. In the Setup and Maintenance work area, use the following:
   • Offering: Sales
   • Functional Area: Sales Foundation
   • Task: Manage Administrator Profile Values
3. On the Manage Administrator Profile Value page, search for the ZBS_ENABLE_CLICK_TO_EDIT profile option code.
4. Set the Profile Value to Yes.
5. Click Save and Close.

Key Resources

Watch Click to Edit Readiness Training

Role Information

Sales Administrator

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.

Steps to Enable

Use Oracle Application Composer to expose the Activities subtab on the Assets page.

Quotes and Orders

Access to Quotes in Sales

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.

Steps to Enable

For the Sales and Partner Relationship user roles, enable the Quotes and Orders icon for each user role using the Structure page.

For custom roles, add function privileges and data security policies required to access these feature.

Role Information

The quotes pages are available in the repository for the following roles:

• Sales Representative
• Sales Manager
• Sales VP
• Sales Administrator
• Channel Operations Manager
• Channel Account Manager
• Channel Sales Manager  
• Partner Administrator
• Partner Sales Representative
• Partner Sales Manager

Sales Analytics

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.

BI Responsive Sizing

Watch a Demo

Steps to Enable

This feature is available by default to all users.

To enable responsive window sizing, perform the following steps:

1. Provide the sizing values in the report view and view the container values.
2. When the report is added to dashboard, provide sizing values in the dashboard section and columns.
3. Add the report to the application.
4. While still in the Oracle Page Composer customize pages screen, click on the settings of the added report and set the following values:
   • Under the Parameters tab, set sizing to content.

Sizing Parameter

• Remove Height and Width values.
• Under Display Options, Advanced tab, set Stretch Content to false.

Display Options

Key Resources

For detailed instructions on how to set up the sizing parameters, see the Creating and Administering Analytics for Sales guide, Understanding Responsive Sizing chapter.

Watch Sales Analytics Readiness Training

Reporting on Quotes

Create reports on quotes submitted for opportunities.

The Quotes subject area lets you create quote reports that show the opportunities, associated customers, and amounts.

Some of the questions that the Quotes subject area can help answer are:

• What are the quotes created in the current month/quarter/year, or any given time period?
• What are the active quotes in the system and the opportunities for which these were submitted?
• How many times a quote was revised and what is the revenue for that quote?

Quotes Subject Area

Steps to Enable

Incorporate new or expanded BI subject areas into reports. Integration is required to utilize new web services.

Key Resources

Watch Sales Analytics Readiness Training

Partner Relationship Management

Deal Registration Approvals History

Track the end-to-end approval flow of deal registration transactions.

Approval History

The approval history is available, by default, in the Approvals subtab on the Edit Deal Registration page. You can hide the Approvals subtab using 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

Watch a Demo

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

To use the Approvals subtab, consider removing the following regions from the Edit Deal Registration page to avoid confusion:

• Approval Information
• Approval History

Key Resources

Watch Deal Registration Enhancements Readiness Training

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.

Watch a Demo

Steps to Enable

By default, the Sales Administrator and Channel Operations Manager roles have the Resubmit Deal Registration function privilege assigned.

To enable existing administrative users to use the functionality, the security administrator must assign them the Resubmit Deal Registration function privilege.

Tips And Considerations

The sales administrator who resubmits a deal becomes the submitter of the deal.  Emails and online notifications for all subsequent approval actions are sent to the approver and the sales administrator.

Use the Application Composer object workflow to create email notifications to keep the deal registration owner informed about all subsequent approval actions, including:

• Email notification that the deal has been resubmitted by administrator and the reason.
• Email notification that the approver has taken a corrective approval action.

Key Resources

Watch Deal Registration Enhancements Readiness Training

Role Information

Users with the following roles can resubmit a deal registration with approved or rejected statuses:

• Sales Administrator
• Channel Operations Manager

Customer Data Management

Enriched Records Using Incremental Dun and Bradstreet Data

Use the Customer Data Management batch enrichment feature to review enrichment data batches of 100 records. Also, synchronize previously enriched records with monthly incremental updates available from Dun and Bradstreet. Data Stewards can review the enrichment batches before submitting and submit a synchronization job for previously enriched records of more than 100K.

Steps to Enable

No steps are required to enable this feature.

Role Information

This feature is available to Data Stewards.

Sales Performance Management

Territory Management

Resource-Based Territories

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.

Steps to Enable

In order to enable this feature, you can not have any existing dimensional territories in the system.

You must run the Refresh Territories from Resources scheduled process. To access the job, navigate to Scheduled Processes and search for the Refresh Territories from Resources process. Ensure that you schedule the process to run prior to each forecast freeze date. The process creates a territory hierarchy, where each territory has a new coverage type of resource centric associated with it. Resource-centric territories cannot be edited or created via the UI, file import, or web services. Update the assignment mapping to ensure the forecast territory is assigned based on the opportunity owner.

To us this feature, enable at least one dimension and add the appropriate new assignment mappings. If the "Refresh Territories from Resources" job is already scheduled, then synchronize the active plan upon successful completion of the job. Additional setup steps are required to forecast using the newly synced hierarchy, including enabling forecasting and running the assignment background job.

Role Information

The setup user has the permissions to run and schedule the Refresh Territories from Resources process.

User-Specified Territory Number in Import

Use a user-defined territory number instead of an application-generated territory number when importing territories.

Steps to Enable

To enable this feature:

1. From the Navigator, select Offerings under My Enterprise.
2. Select the Sales offering.
3. Select View Features.
4. Select the Territories functional area features.
5. For the User-Defined Number in Territory Import feature, select Enable and the Use Territory Number option.
6. Save the changes.

Role Information

Sales Administrator

Incentive Compensation

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.

Steps to Enable

Enable the Sales Offering and the Incentives feature to display the Incentives functional area and tasks when configuring.

1. Navigate to the Setup and Maintenance work area and select the Sales offering.
2. Select Change Feature Opt In to display the features.

Tips And Considerations

The new Incentives functional area includes both shared and business unit-specific incentive setup. Select the Users and Security functional area to assign business unit access to your incentive administrators and to configure participant manager report security. If configuring additional approval routing for pay sheets, select the Sales Foundation functional area for incentive compensation task configurations.

To provide clarity and consistency with existing sales tasks, the following tasks names have been changed:

Previous Task	New Task
Manage Calendars	Manage Incentive Calendars
Manage Currency Conversions	Manage Incentive Currency Conversions
Manage Incentive Compensation Profile Values	Manage Incentive Profile Values
Manage Incentive Compensation Lookups	Manage Incentive Lookups
Manage Incentive Compensation Descriptive Flexfields	Manage Incentive Descriptive Flexfields
Manage Incentive Compensation Value Sets	Manage Incentive Value Sets

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

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Incentive Compensation Analytics Enhancements Readiness Training

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.

Steps to Enable

1. In the Setup and Maintenance work area, go to the following:
   • Offering: Sales
   • Functional Area: Incentives
   • Task: Manage Parameters
2. On the Manage Parameters page, in the Batch Processing Parameters section, select the option Use number of batches and batch size determined by the application for the parameter Calculation Batch Processing.
3. Click Save and Close.

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.

Steps to Enable

1. Download the ICParticipantDetailsImportTemplate.xlsm from the File Based Data Import for Oracle Sales Cloud guide, Incentive Compensation Participant Detail import object. Follow the instructions in the template for creating a participant deletion file and uploading it to the content repository.
2. In the Participant Assignments work area, run the All Participant Processes or Import and Update Participant Details task to process the file and delete the participants.

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.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Prior to rebuilding the balances for all the impacted participants, it is recommended that you follow the steps below to review the balances before and after subledger rebuild for one or two impacted participants:

1. Submit the Rebuild Participant Beginning and Ending Balances process with the Preview Impacted Participants action. The process lists the participants eligible for subledger rebuild in the process output log.
2. Search and select one of the impacted participants in the Participant Snapshot work area. Scroll down to review the Payment Summary balances before rebuilding the subledger.
3. Submit the Rebuild Participant Beginning and Ending Balances process again. To process for just this participant, enter the same participant identifier for both from and to parameters. This time select the Rebuild Subledger action.
4. Repeat step 2 to review the updated balances.

Role Information

Incentive Compensation Application Administrator can submit the Rebuild Participant Beginning and Ending Balances process.

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.

Watch a Demo

Steps to Enable

Create a table-validated value set, by performing the following steps:

1. In the Setup and Maintenance work area, go to the following:
   • Offering: Sales
   • Functional Area: Incentives
   • Task: Manage Incentive Value Sets
2. On the Manage Incentive Value Sets page, enter the value set code and then select the Incentive Compensation module.
3. Select the table validation type and value data type that matches your desired output.
4. Do not enable the security.
5. Complete the definition to select and limit the set of values that you want to use in the expression.

Add a lookup value to the lookup type Table Value Sets, by performing the following steps:

1. In the Setup and Maintenance work area, go to the following:
   • Offering: Sales
   • Functional Area: Incentives
   • Task: Manage Incentive Lookup
2. On the Manage Incentive Lookup page, search and select the lookup type ORA_CN_USR_DEFN_EXPRSN_VLE_SET.
3. Add a lookup code row and then enter the value set code as the lookup code.
4. Enter the lookup code meaning. The meaning displays in the expression builder menu.
5. Enter the lookup code description. The description displays as additional information for the plan administrator.

Watch a Setup Demo

Key Resources

Watch Powering Expressions with Value Set Queries Readiness Training

Role Information

The following application administrator roles can enable the feature:

• Application Implementation Consultant
• Incentive Compensation Application Administrator
• Customer Relationship Management Application Administrator
• Sales Administrator.

Partner Dimension Available for IC Analytics

The Partner dimension is now available in the following Incentive Compensation Subject Areas for reporting Partner incentives:

• Transactions Real time
• Credits Real time
• Earnings Real time
• Attainment Real time
• Disputes Real time
• Payments Real time
• Performance & Earnings Summary Real time

Watch a Demo

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Incentive Compensation Analytics Enhancements Readiness Training

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

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Incentive Compensation Analytics Enhancements Readiness Training

Enterprise Contracts

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.

Steps to Enable

1. Go to the Manage Attachment Categories task in Setup and Maintenance.
2. Search for categories assigned to the module Enterprise Contracts.
3. From the search results, create your new attachment category.
   • The User Name that you enter will be the category name that will be listed on the Documents tab in the Supporting Documents region.
   • Assign your new category to the Enterprise Contracts module.

Assign New Category to Enterprise Contracts Module

4. In the Attachment Entities region, assign your new category to the Contract Supporting Documents entity and save your changes.

Assign Category to the Contract Supporting Documents Entity

5. Create or edit a contract, navigate to the Documents tab, and add documents to your new category that is now listed in the Supporting Documents region.

Create or Edit Contract and Use New Attachment Category

Tips And Considerations

After adding your new document categories, sign out and back in to the application in order to see them in the Contract Documents UI.

You can also use your new document categories when creating or changing your contracts using the Contract SOAP web services or the import process.

Revision Tracking for Changes Made to Terms and Conditions Using the Word Add-In

Integration with Microsoft Word has been expanded in this release with new actions in the Oracle Contracts Add-in to support the contracting lifecycle. You can now download your contract, make changes, and upload your revisions entirely within Word. You can use native Word features to track changes and compare document versions. When uploaded back to Enterprise Contracts, your document revisions are tracked so you can keep track of the negotiation cycles and see who made exactly what change and when.

As well as structured or simplified terms that are sourced from a terms template and downloaded as an XML document, you can also use the new Word actions to Download, Upload, and Compare for contract terms that are managed as an attached document.

Oracle Contracts Add-In

Additional actions in the Microsoft Word Oracle Contracts Add-in support the offline download and upload process.

Oracle Contracts Word Add-In

Download

You can now download a contract directly from Microsoft Word. After connecting to the application, you can search for your contract, or find it in the list of recent contracts, or contracts that you own.

Search Contracts from the Oracle Contracts Add-In

In addition to the Download action from Microsoft Word, you can continue to use the Download action from the application. In either case, you have the option to download a regenerated copy of your contract terms, or the last revised copy. The last revision document would show the tracked changes in the most recent document uploaded from Microsoft Word. If you download a regenerated document, it would reflect any changes made in the UI such as new clauses, or updated variable values.

Download Contract

Once downloaded to Microsoft Word, you can edit the contract, using the Terms Library actions as needed to add sections, clauses, and insert variables. By default, Track Changes is enabled and all changes are tracked. You can circulate the document to other Microsoft Word users to add their changes.

Reviewing Pane Showing Tracked Changes

Upload

When you are ready to upload your changes to the application, you have the option to review them first, just as you would have done if you had used the Upload Contract action from the UI.

Once uploaded from Microsoft Word, the document, along with its tracked changes, are stored in the application as a Revision Copy. These documents are stored as a new document type, listed in a new region on the Documents tab.

Uploaded Revisions On Documents Tab

Compare

Once multiple revisions exist for the contract, you can compare and see the changes that were made across revisions. You can do this using the Compare action from the Oracle Contracts add-in. You select the two documents you want to compare from the list of revision documents that were uploaded from Word to the contract in the system.

Compare Documents

Steps to Enable

Download the Word Add-in installation zip file from the Contract Terms tab and re-install to access the new actions in the Oracle Contracts add-in in Microsoft Word.

Tips And Considerations

When working with contract terms as an attached document, you can only use the Oracle Contracts add-in with documents in a format that Word can open, e.g. XML, DOCX, DOC.

Use the Horizontal Reviewing Pane to see times of changes as well as who made the change.

If you use the Upload action from the application UI, you will be required to accept all changes in your document first, as was required in prior releases. If you want to preserve your tracked changes and save them on your contract as an Uploaded Revision document, you must upload from Microsoft Word.

If you change the filename or change the contract terms source, then any tracked changes will be lost.

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.

When using this feature, you will see a message advising you to hit the Refresh action when you are ready to preview, instead of automatically loading the terms and conditions on the Edit Contract page.

Contract Terms

When you refresh, you will see a progress bar while the terms and conditions are generated.

Contract Terms Generation

Steps to Enable

In the Terms Library, check the Enable manual terms refresh option for the terms template where you would like to control the refresh yourself. You can make this change in any status; you do not need to revise your terms template and resubmit for approval.

Enable Manual Terms Refresh Option on Edit Terms Template

Tips And Considerations

Existing terms templates do not have this box checked. The behavior of your terms preview is unchanged, unless you select the Enable manual terms refresh option for your terms template.

You can only enable manual terms refresh on terms templates of type Structured.

CX Cloud Mobile

Records Creation From Pickers

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.

Add Button

Create Page for the Record

 Contact Picker with New Record Selected

Steps to Enable

Making the Configuration Changes

1. Activate a sandbox.
2. Navigate to Oracle Application Composer and select Mobile Application Setup (under Common objects).
3. In Mobile Application Composer, select the parent object that you want to configure. For example, select Contacts.
4. Select the Picker component.
5. In the Standard layout, select the actions menu (the three dots).
6. Toggle on the Create functionality.
7. Click Save.

Publish your sandbox to distribute your configurations to all Oracle CX Cloud Mobile users.

Tips And Considerations

In the web application, when creating a contact record from the Contacts picker, the related account information carries over to the new contact record by default. In Oracle CX Cloud Mobile, when creating a record from a picker, users must select related information for that record.

For example, when creating a contact from the Contacts picker on the Create/Edit Appointment page, users need to select the account associated with the contact record, even if they have already associated an account with the original appointment. If users don't associate an account with the newly created contact, then the new contact will only be associated with the appointment; it will not be related to the account.

Role Information

• Sales Administrator
• Sales Representative

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.

Manage Addresses

Steps to Enable

The following steps are required to enable multiple addresses for Detail, Create, and Edit pages in the CX Cloud mobile app:

1. Activate a sandbox.
2. Navigate to Oracle Application Composer and select Mobile Application Setup (under Common objects).
3. Select CX Cloud Mobile.
4. Click on Accounts in Application Features.
5. In the Application Features section, select the Detail layout.
6. In the lower portion of the region, duplicate the Standard layout.
7. In the cloned layout, find the Primary Address field in the list of fields. Remove it by clicking on it and then deleting it.
8. Drag and drop the Address field, available under Available Fields, onto the canvas.
9. Click Save.
10. Publish the sandbox.

Follow these steps to enable multiple addresses in the Create page layout and for Contacts. 

Role Information

• Sales Representative
• Sales Administrator

Attachments on Custom Objects

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.

Steps to Enable

On the detail layout of custom object, click "Related Items" and then drag and drop "Attachments" from the related items on to the canvas to enable attachments on top level custom object.

Role Information

• Sales Representative
• Sales Administrator

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.

The application captures all user interactions and tags them with the appropriate sales entity information. From a security perspective, the application does not track any personally identifiable information during usage.

After administrators enable tracking, they can view the time-filtered data in the Usage tab, available in the Mobile Application Composer object in Oracle Application Composer. The application provides the following charts and graphs:

• By Device: Usage data split across different devices used to run the application.
• By Platform: Usage data split across different mobile operating system (OS) platforms used to run the application.
• By Page Views: Sums up the number of times all users accessed various pages of the application.
• By Action: Sums up the number of times actions such as create, update, delete, and read were performed across all objects enabled for mobile.
• By Object: Sums up the number of times that different objects were accessed on mobile.
• By Offline Usage of Object: Usage data split across online and offline modes, for all objects enabled for mobile.
• By Offline Usage: Sum total of all usage data split across online and offline modes.
• By Active User Sessions: Count of all users who logged in to the application during the particular time period selected

Steps to Enable

You have an option to enable or disable usage tracking.

1. Sign in to the web application and activate a sandbox.
2. Navigate to Oracle Application Composer.
3. Select  Mobile Application Setup (under Common Setup).
4. In the Application Features section, click Settings.
5. Within Settings, in the Usage Settings section, toggle on or off the setting Track Usage.
6. After you turn usage on, you can also select the geographies (countries) for which you wish to turn on usage tracking.
7. Click Save.
8. Publish the sandbox.

Role Information

Sales Administrator

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.

Steps to Enable

Follow these steps to enable the currency field for user input on opportunity layouts:

1. Sign in to the web application and activate a sandbox.
2. Navigate to Application Composer.
3. Select Mobile Application Setup (under the Common Setup area) and then select CX Cloud Mobile.
4. In the Application Features section, select Opportunities.
5. Click and then duplicate the default Edit layout.
6. Add the Currency field to the new layout.
7. Click Save.
8. Download the sandbox to the mobile device and validate the changes.
9. Publish the sandbox.

Key Resources

Refer to the Setting Up Multiple Currencies chapter of the Oracle Sales Cloud Implementing Sales guide.

Role Information

Sales Administrator

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.

Steps to Enable

Prerequisite

Close period lookup type values must be established in the web application. Refer to the Opportunity Search section (and specifically, Configuring Opportunity Close Period Search: Explained topic) in the Setting Up Opportunities chapter in the Oracle Sales Cloud Implementing Sales guide.

Steps

CX Cloud Mobile predefined opportunity saved searches have default a Close Period value of Current Quarter. Follow these steps to configure CX Cloud Mobile opportunity saved search using a different Close Period value:

1. Sign in to the web application and activate a sandbox.
2. Navigate to Application Composer.
3. Select Mobile Application Setup (under the Common Setup area) and then select CX Cloud Mobile.
4. In the Application Features section, select Opportunities and then select Saved-Search.
5. Duplicate one of the predefined saved search layouts: My Open Opportunities or Open Opportunities Where I Am On The Team.
6. Provide a name for your new saved search.
7. Click on Close Period criteria in the center console.
8. In the Criteria section on the right, select a suitable Close Period value for your saved search.
9. Add or update other criteria as needed for your saved search.
10. Click Save.
11. Download the sandbox to the mobile device and validate the changes.
12. Publish the sandbox.

Tips And Considerations

• The default value for Close Period in the web application is Current Quarter (configured using the profile option Opportunity Search Close Period Default. If you update the profile option setting Current Quarter to a different close period, you may need to update CX Mobile opportunity saved searches, if you expect similar result sets in the mobile application. Set Close Period criteria to the new close period value, or use Default Profile Option Value to use the value set in the profile option automatically.
• You may have previously configured custom opportunity saved search layouts that have fixed Close Date field criteria. These saved searches will continue to work. However, you cannot add Close Period field criteria to these searches, or select multiple status values for Status criteria.
• To use the Close Period criteria or multiple Status values for opportunity saved search, use the predefined saved search My Open Opportunities or Open Opportunities where I am on the team, or duplicate from these predefined searches and select suitable close period or status values.
• Close Period values can be created or updated in the lookup type Close Period Values for Search (MOO_OPTY_SRCH_CLS_PERIOD) for desired date ranges
• You can no longer select the Close Date field for CX Cloud Mobile opportunity saved searches that use Close Period field criteria.

Key Resources

Refer to Opportunity Search topics in the Setting Up Opportunities chapter of the Oracle Sales Cloud Implementing Sales guide.

Role Information

Sales Administrator

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.

Steps to Enable

You can configure whether the sales catalog displays only product groups and products within a salesperson's territories, or if it displays all product groups and products defined in the catalog. Follow these steps to set the territory filtering for CX Cloud Mobile products:

1. Sign in to the application sales administrator.
2. In the Setup and Maintenance work area, use the following:

• Offering: Sales
• Functional Area: Sales Catalog and Products
• Task: Manage Product Group Usage

3. Select the Base catalog in the upper portion of the page. (If your catalog uses a different usage, then select it.)
4. Click the Functions tab in the Details section of the page.
5. Click the Value drop-down list for the Territory engine option for Opportunity Management application.
6. Make your filtering selection for CX Cloud Mobile opportunities and leads, using the information in the following table.

Option	Description
Enforce Territory	Territory filtering is on to show only products within user’s territory.
Do not run	Territory filtering is off to show all products in the sales catalog.
Display choice - checked by default	Not applicable for CX Cloud Mobile. Show all products when this option is selected.
Display choice - unchecked by default	Not applicable for CX Cloud Mobile. Show all products when this option is selected.

7. Click Save and Close.

Tips And Considerations

• All of the sales catalog filtering options are applicable for the web application, but only two options apply to the CX Cloud Mobile application. Evaluate the behavior across both interfaces before implementing the sales catalog setup.
• Territory filtering applies in offline mode, and the search in the product picker returns only products and product groups within the user’s territory.

Key Resources

Refer to the Filtering Catalog Display by Territories: Explained topic in the Setting up Sales Catalogs chapter of the Oracle Sales Cloud Implementing Sales guide.

Role Information

Sales Administrator

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.

Steps to Enable

Prerequisite

Multiple business units must be set up in the web applications. Refer to the Setting Up Multiple Business Units chapter of the Oracle Sales Cloud Implementing Sales guide, and related documents, for more information.

Follow these steps to enable the business unit field in opportunity layouts and to enable business-unit-specific opportunity layouts for Oracle CX Cloud Mobile:

1. Sign in to the application as a sales administrator.
2. Activate a sandbox.
3. Navigate to Application Composer.
4. Select Mobile Application Setup (under the Common Setup area).
5. In the Application Features section, select Opportunities.
6. Enable Business Unit field in opportunity layouts:
   • Duplicate the default List, Detail or Edit layout.
   • Add the Business Unit field to the desired layout as per your requirements.
7. Enable business unit specific layouts:
   • Duplicate the default Detail or Edit layout.
   • Add relevant fields to the layout pertaining to a business unit, including the Business Unit field.
   • In Advanced Criteria, select Add.
   • Select Business Unit from the field drop-down menu.
   • Set a value for business unit.
   • Repeat the above steps for additional business unit specific layouts.
8. Save the changes.
9. Download the sandbox to mobile device and validate the changes.
10. Publish the sandbox.

Tips And Considerations

• Before implementing a multiple-business-unit model, evaluate whether your implementation can benefit from consolidating disparate sales processes and data across different sales divisions into a single instance that allows shared master data while limiting the visibility of transactional data like opportunities to the owning sales division.
• The primary business unit is automatically set as the default business unit when salespeople create an opportunity, requiring no additional input for salespeople who work in one business unit. Enable the business unit field on opportunity layouts to allow users working in multiple business units to associate a business unit when creating an opportunity.

Key Resources

For more information on the multiple-business-unit model implementation and its benefits, initial tasks for business units, multiple business units in opportunities, and additional setups, refer to the Setting Up Multiple Business Units chapter of the Oracle Sales Cloud Implementing Sales guide, and related documents.

Role Information

• Sales Representative
• Sales Administrator

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.

Steps to Enable

Using Mobile Application composer, customers can add Dynamic Choice List field to either the detail or edit layout of a child object.

Role Information

• Sales Representative
• Sales Administrator

Sales Cloud for Office 365

Integration with Office 365

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.

Steps to Enable

As an administrator, you install and manage the Oracle Sales Cloud for Office 365 add-in for a single user or a group of users. This topic explains how you can create and install the add-in through the Office 365 portal.

The installation includes these steps:

1. Create the add-in in Microsoft Azure Active Directory (AD).
   1. Create the application for Oracle Sales Cloud for Office 365 add-in.
   2. Configure the application.
2. Deploy the add-in.
   1. Upload the add-in manifest file in the Microsoft Exchange Admin console.
   2. Set the deployment option. The options are: Optional (enabled by default), Optional (disabled by default), and Mandatory (always enabled).
3. Update the Client ID, Client Secret, and Server Address using RESTful web services or enter Application ID and Application Key on the Manage Office 365 Task page.

Tips And Considerations

This Oracle-Microsoft integration or plug-in may enable you to link to or transmit your content or third-party content to, or otherwise access, or retrieve content from, Microsoft and its platforms, users, or services. Oracle does not control and is not responsible for Microsoft sites or platforms or services, the performance or availability of the services, or any content received or sent. You bear any and all risks associated with access to and use of Microsoft sites, platforms, and services and are solely responsible for entering into and compliance with separate terms between you and Microsoft. Oracle is not responsible for the security, protection, or confidentiality of such content (including obligations in the Hosting and Delivery Policies and Data Processing Agreement and Oracle's Privacy Policy) that is transmitted to such Microsoft sites or platforms or services. You are solely responsible for obtaining or having any required consents or other legal basis for your use of this integration or plug-in. Oracle reserves the right to terminate your connection or integration if your use of this integration or plug-in violates the terms of your Agreement(s) with Oracle.

Oracle Sales Planning Cloud

Oracle Sales Planning Cloud

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.

Oracle Sales Planning Cloud can be integrated with Oracle Engagement Cloud – Sales Cloud for pushing quota targets to incentive compensation or bring in actual attainment.

The Quota Planning business process offers top-down and bottom up target quota planning by territory, product, account, or other custom dimensions. Use predictive planning and what if scenario planning to explore and compare different quota scenarios for informed decision making. Quota Planning builds best practices into its content, including its forms, calculations, dashboards, infolets, drivers, and measures.

Quota Planning helps you plan reliable target quotas by engaging all of the participants of the process, for example, the VP of Sales, Sales Operations, Sales Managers, and Sales Reps. Use top down planning to set an overall quota target. Then, optimize your results by making adjustments by product or account, applying padding or seasonality, or performing predictive planning or what-if analysis. When the target is ready, allocate the target quota to the next level in the hierarchy.

If needed in your organization, you can also perform bottom up planning to get quota commitments from Sales Reps, allowing a collaborative approach. After the target quotas are pushed up to the next level of the hierarchy and aggregated, you can compare top down and bottom up results. Use the built-in dashboards to analyze and evaluate your quota plans with quota attainments. Enhance the planning process in your organization by adding additional measures, task lists, or approvals.

Steps to Enable

Administrators, follow the Implementation Checklist. See Implementation Checklist in Administering Oracle Sales Planning Cloud.

Users, follow the Quota Planning workflow. See Task Overview in Working with Oracle Sales Planning Cloud.

Key Resources

For more information, see:

• Administering Oracle Sales Planning Cloud
• Working with Oracle Sales Planning Cloud

Configuration

Access Management

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.

Watch a Demo

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Sales and Service Access Management is accessible from the following locations:

• Navigator: Tools menu
• Setup and Maintenance work area:
  • Offering: Sales
  • Functional Area: Users and Security
  • Task: Manage Sales and Service Access

Key Resources

Watch Sales and Service Access Management Readiness Training

Role Information

Users with the IT Security Manager role or the Customer Relationship Management Application Administrator role can access the Sales and Service Access Management tool.

If you need to grant a custom job role access to Sales and Service Access Management, grant the Manage Sales and Service Access functional privilege to your custom job role.

Application Composer

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.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

NOTE: Oracle highly recommends all customers to do intensive regression testing on Accounts, Contacts, Households, Assets, and Resources pickers as those default pickers were replaced with new extensible pickers. For example, the saved search capability, which was available in previous releases, is now replaced by the ability to prepopulate search queries in the extensible pickers for each page layout.

Previously, Leads and Deal Registration pages had Account and Contact fields that supported both free-text entry and the selection of existing records. These combination fields were decoupled into the following fields:

• Existing Account and Existing Contact: These fields are the extensible list-of-value fields where salespeople can select an existing Account and Contact.
• New Contact and New Account: These fields are text input fields where salespeople can enter a new Account and Contact.

By default, the Leads and Deal Registration page layouts are configured so that:

• The old combined Account and Contact list-of-value fields are replaced with the new extensible Existing Account and Existing Contact list-of-value fields.
• The New Contact and New Account text input fields are hidden.

If you are updating from 18B to 18C, any values that were entered in the previously combined Account and Contact list-of-value fields appear in the respective Existing or New Contact and Existing or New Account fields.  However, administrators must expose the New Contact and New Account text fields on the appropriate page layouts, if these are needed.

Keep in mind:

• If you expose both the “Existing” and the “New” Account and Contact fields, group them together on your page layouts to make it easier for your users.
• The fields work together so that a user will be allowed to enter a value in either the New field or the Existing field for an account or a contact, but not in both.

See the Adding New Account and New Contact Fields to Lead and Deal Registration Page Layouts for more information and instructions.

Users can see the new extensible list of values in the following places:

• In all standard, Oracle-defined list of values and subtabs based on the Account, Contact, Householder, Asset, and Resource objects.
• In their own new custom list of values and subtabs based on those objects. 

Users who upgraded to 18C in November 2018, however, will not see the new extensible list of values on existing custom list of values and subtabs. For more details, see Oracle Sales Cloud Functional Known Issues and Maintenance Packs on My Oracle Support (Doc ID 1540801.1) and click the link for Release 13 (update 18C).

Key Resources

See the Leads and Opportunities and Partner Relationship Management section for more information.

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.

Watch a Demo

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Application Composer Advanced UI Properties Readiness Training

Role Information

• Sales Administrator
• Setup users

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.

Application Composer

Here is an example to configure Read Access for all users, Update access for Owner and Management chain and delete access for owner.

Configure Read Access

ROLE SECURITY

Similar configuration can be achieved by Common Setup - Role Security node link where Security is displayed for all objects for a specific role.

Custom Object Administration

Watch a Demo

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

You may have used a custom dynamic choice list (DCL) field to create an “owner” field for your custom objects, based on the Resource object. If you did this, you might want to use the new Owner field for your custom objects instead. This would allow you to take advantage of the easily configurable data security options for custom objects. The Replacing a Custom Field with the New Owner Field for Custom Objects document outlines how to replace your custom owner field with the new Owner field available in update 18C.

Key Resources

Watch Custom Object Security Owner and Owner Management Chain Readiness Training

Role Information

• Sales Administrator
• Setup users

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.

Steps to Enable

No steps are required to enable this feature.

Role Information

• Sales Administrator
• Setup users

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.

Steps to Enable

No steps are required to enable this feature.

Role Information

• Sales Administrator
• Setup users

Import Management

File-Based Import/Export Management Framework

The file-based Import/Export Management Framework has added support for the following objects:

• Actions
• Campaigns
• Messages
• Partners
• Service Requests
• Subscriptions
• 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.

Steps to Enable

No steps are required to enable this feature.

Key Resources

Documentation for the import framework can be found in the Tasks > Administer section in the Oracle Sales Cloud Help Center.

Alternate Key Support

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.

Steps to Enable

No steps are required to enable this feature.

Integrations

Campaigns Integration

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).

Two new subject areas, Sales-CRM Campaign Members and Sales-CRM Campaign Opportunity, are available to aid in reporting. These subject areas help in answering questions such as:

• What is the ROI of one or more campaigns?
• How many campaign members, leads, contacts, and opportunities are associated with one or more campaigns?
• For a given campaign, how many responses are received?
• What are the top 10 campaigns in the current year based on their ROI?

Campaign Summary

Watch a Demo

Steps to Enable

Campaign Subtab in Leads

1. Navigate to the Lead object in Application Composer.
2. Expose the Campaigns subtab to view campaigns associated with a lead.

Campaign Subtab in Contacts

1. Navigate to Contact object in Application Composer.
2. Expose the Campaigns subtab to view campaigns associated with a contact.

Campaign Analytics Subtab in Edit Campaign Page

1. Navigate to the Campaign object in Application Composer.
2. Expose the Analytics subtab.
3. Configure which custom or predefined campaign-related reports will appear on the Edit Campaign page.

Campaign Analytics Side Tab in Campaigns List Page

1. Navigate to the Structure tool.
2. Expose the Analytics side tabs on the Campaign List page.
3. Configure which custom or predefined campaign-related reports will appear on the Campaigns list page.

Key Resources

Watch Marketing Campaign Integration Readiness Training

Role Information

The Sales Administrator role has access to set up and view campaign-related data.

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.

These business events are designed to work with Oracle Sales Cloud (OSC) Adapter in Integration Cloud Service (ICS). For all supported business events by OSC Adapter, refer to Using the Oracle Sales Cloud Adapter documentation.

Steps to Enable

The profile option Public Business Events for ICS Integration Enabled (ZCA_PUBLIC_BUSINESS_EVENTS) can be configured as needed. By default, the profile option is set to yes (Y).  Y indicates that all business events are enabled and are raised during create, update, and delete operations in the Standard Import Process, and REST/API web services. When the profile option is set to no (N), then the applicable business events are suppressed until the profile option is set to Y. The ZCA_PUBLIC_BUSINESS_EVENTS profile option can be accessed under Manage Administrator Profile Values task. 

Another profile option is available only for Partner Relationship Management objects. The profile option, ZPM_ENABLE_PARTNER_EVENTS, configures behavior for the entire environment and can't be set at the user level. It is set to N by default; this value indicates that business events for partner objects are disabled.

NOTE: When the ZPM_ENABLE_PARTNER_EVENTS profile option is set to Y and ZCA_PUBLIC_BUSINESS_EVENTS profile option is set to N, the PartnerCreated and PartnerUpdated business events are still suspended.

Tips And Considerations

The business events are supported by the Public Business Events for ICS Integration Enabled profile option.  The Create, Update, and Delete events of the following objects are suppressed:    

• Account  
• Activity  
• Activity Note  
• Asset  
• Business Plan  
• Business Plan Note  
• Contact  
• Contract  
• Deal  
• Deal Note  
• Lead  
• Lead Note  
• Opportunity  
• Opportunity Note  
• Partner  
• Partner Contact  
• Partner Note  
• Service Request  
• Service Request Message

Role Information

The ZCA_PUBLIC_BUSINESS_EVENTS profile option is accessed from Manage Administrator Profile Values task in Setup and Maintenance.  Therefore any user with Sales Administrator role should be able to define the profile levels for this profile option. 

Post-Update

Post-Update Tasks

The following topic describes some tasks that you must perform after updating to Oracle Sales Cloud for Release 13.

ENABLE SALES OFFERING

Release 13 introduces a new version of the Sales offering that eliminates tasks that are not necessary for setting up Oracle Sales cloud.  The new version reduces the number of tasks by three quarters (from 942 to 240) and the number of functional areas by half (from 33 to 16).

It is mandatory to enable the New Sales offering.

For information on steps to enable this feature, see the following:

• Watch the video tutorial Enabling New Offering for Upgrading Customer
• Streamlined Sales Offering
• Getting Started with Sales

MAKE PERSONALLY IDENTIFIABLE MOBILE PHONE INFORMATION VISIBLE TO CUSTOM JOB ROLES

The unmasked Mobile Phone values are shown only to users with non-customized Sales job roles, by default. If you want to expose unmasked data to users with other job roles, including your custom job roles, then you must add the appropriate privileges to those roles. The available privileges are:

• HZ_VIEW_TRADING_COMMUNITY_PERSON_MOBILE_PHONE_DATA
• HZ_MANAGE_TRADING_COMMUNITY_PERSON_MOBILE_PHONE_DATA

For information on assigning PII privileges, see Oracle Sales Cloud Assigning Personally Identifiable Information Privileges Using Security Console (Doc ID 2224401.1) on My Oracle Support.

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.

See the Steps to Enable section for the steps you must perform to manually upgrade the metadata from an older release to the latest release of Oracle Sales Cloud.

UPDATE APPLICATION URLs

There is a change in the hostname for Oracle Sales Cloud environments. The hostname change must be transparent to users and client applications used for integrating your applications with Oracle Sales Cloud because the earlier hostnames automatically redirect to the new hostname.

For example, if your Oracle Sales Cloud pod is "XXXX", and your client application calls the Contract REST service, the earlier URL used to be: https://XXXX.crm.us2.oraclecloud.com/crmCommonApi/resources/latest/contacts

This URL now is: https://XXXX.fa.us2.oraclecloud.com/crmCommonApi/resources/latest/contacts

Although there is a URL redirect in place, Oracle recommends that you update any URLs that you reference to the revised URL paths, including:

• Bookmarks you may have that point to the Sales Cloud application.
• Client applications used with Sales Cloud web services (see the REST API for Oracle Sales Cloud R13 guide for more information).

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.

1. In Oracle Sales Cloud, open the drop-down menu next to your user name, and select Manage Sandbox.

2. Create a new sandbox, and set it as the active sandbox. The current active sandbox displays at the top of the application.

3. Go to: Navigator > Application Composer (under Tools).
4. From the Application, drop-down list, select the first application whose metadata you want to upgrade, such as Common or Sales.

NOTE: You need to upgrade the existing customization metadata for each application separately.

5. From the navigation tree on the left, under Common Setup, click Metadata Manager.

6. Click Metadata Upgrade.

7. 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.

8. Click OK in the confirmation dialog box.  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.

9. Repeat steps 7-8 for each row in the list.
10. Repeat steps 4-8 for each application in the Application drop-down list in Application Composer.
11. Publish the sandbox. 

After the processes have completed, the application is ready to use.

Update 18B

Revision History

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.
20 APR 2018		Created initial document.

Overview

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.

Customers Upgrading from Release 12

If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness content for Release 13 (updates 17B - 17D, as well as, updates 18A - 18B) to learn about all of the features available in release 13.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at SALESCLOUD-PRODEX_WW@ORACLE.COM.

Optional Uptake of New Features (Opt In)

We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by "opting in" to the feature when you're ready. You can opt in to a feature in two ways:  by using the New Features work area, or by using the Setup and Maintenance work area.

To opt in using the New Features work area:

1. Click the Navigator, and then click New Features (under the My Enterprise heading).
2. On the New Features page, select the offering that includes new features you’d like to review.
3. Click Opt In for any feature that you want to opt in to.
4. On the Edit Features page, select the Enable option for the feature, and then click Done.

To opt in using the Setup and Maintenance work area:

1. Click the Navigator, and then click Setup and Maintenance.
2. On the Setup page, select your offering, and then click Change Feature Opt In.
3. On the Opt In page, click the Edit Features icon.
4. On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close. 
5. Click Done.

Update Tasks

This section gives you information to help you plan, deploy, and validate your update. We make frequent additions to this document, so don’t forget to check back and get the latest information before your update starts.

Use the following resource to prepare for, deploy, and validate your Oracle Sales Cloud upgrade to Release 13:

• Read the Oracle Sales and Engagement Cloud: Performing Your Release 13 Upgrade (Doc ID 2253572.1) on My Oracle Support to learn how to prepare for, validate, and deploy Release 13.
• If you have not yet done so, review the introduction guide to upgrades: Release Upgrade Planning (Doc ID 2016981.1) on My Oracle Support
• Review the latest Known Issues and Update Documents for this release (Doc ID 1603154.1) on My Oracle Support.

Feature Summary

Core Sales Force Automation

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.

Steps to Enable

No steps are required to enable this feature.

Leads and Opportunities

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.

Steps to Enable

COPY LEAD TO ACCOUNT

To create a lead to account map:

1. Sign in to the application as a sales administrator.
2. Activate a sandbox.
3. Navigate to Application Composer.
4. Select Copy Maps.
5. On the Copy Maps page, select the Copy Lead to Account > Standard Copy Lead to Account Map.
6. Create a copy of the map and enter relevant account mappings on the Edit Copy Map page.
7. Click Save and Close.
8. Publish the sandbox.

To set the MKL_LEAD_TO_ACCOUNT_MAPPING_NAME profile option:

1. Go to the Setup and Maintenance work area and select the Sales offering.
2. Select the Sales Foundation functional area.
3. Search for the task Manage Administrator Profile Values and go to the task page.
4. Search in the Profile Option Code field for MKL_LEAD_TO_ACCOUNT_MAPPING_NAME.
5. Update the profile value with the name of the lead to account map you created.
6. Click Save and Close.

COPY LEAD TO CONTACT

To create a lead to contact map:

1. Sign in to the application as a sales administrator.
2. Activate a sandbox.
3. Navigate to Application Composer.
4. Select Copy Maps.
5. On the Copy Maps page, select the Copy Lead to Contact > Standard Copy Lead to Contact Map.
6. Create a copy of the map and enter relevant account mappings on the Edit Copy Map page.
7. Click Save and Close.
8. Publish the sandbox.

To set the MKL_LEAD_TO_CONTACT_MAPPING_NAME profile option:

1. Go to the Setup and Maintenance work area and select the Sales offering.
2. Select the Sales Foundation functional area.
3. Search for the task Manage Administrator Profile Values and go to the task page.
4. Search in the Profile Option Code field for MKL_LEAD_TO_CONTACT_MAPPING_NAME.
5. Update the profile value with the name of the lead to contact map you created.
6. Click Save and Close.

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.

Recommendation

NOTE: Access to this feature is restricted. For more information, contact your Oracle solution engineer.

Steps to Enable

No steps are required to enable this feature.

Calendar and Activities

Default Task Status

Set the 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.

Steps to Enable

1. Sign in to the application as a sales administrator.
2. Go to the Setup and Maintenance work  area and select the Sales offering.
3. Select the Sales Foundation functional area.
4. Search for the Manage Activity Standard Lookups task and go to the task page.
5. Search for the lookup type, ZMM_ACTIVITY_STATUS_CD.
6. Set the sequence number to 1 on the status that should be used as the default status.
7. For the remaining statuses, set their sequence numbers in the order that you want them to display in the status list of values.

Role Information

A sales administrator has the privileges to define the default task status.

Sales Lightbox

Mark a Document as Public

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.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

To use this feature, a Public Document checkbox is provided on the Details tab. Once this checkbox is enabled, the document is marked as public.

Sales Analytics

User Adoption Reporting

Create enhanced reports on user adoption data to facilitate negative reporting, for example, to provide details on the users who have not signed in to the system.

With the User System Usage subject area, 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, you can easily determine which country, state, or department is the most active in terms of user adoption.

This subject area can show:

• The most active users in the system for a given month (or any time period).
• The department that has the most number of active users.
• The users who have not signed in to the application for a given month (or any time period).
• Channels (for example, mobile or web) that users use to access the application.

User System Usage Subject Area

Usage Adoption Sample Report

Steps to Enable

1. Sign in to the application as a sales administrator.
2. Go to the Setup and Maintenance work area and select the Sales offering.
3. Select the Sales Foundation functional area.
4. Search for the Manage Administrator Profile Values task and go to the task page.
5. On the Manage Administrator Profile Values page, search for the profile option code FND_TRACK_USER_ACTIVITY.
6. Set the site level profile value to Enabled.
7. Click Save and Close.

Tips And Considerations

When you create a report that includes a time period of either year or month, then you must restrict the report results by a specific time period, for example, the current year. Without this filter, the report shows data for all the years available in the Time dimension, which may not be the result that you are looking for. 

For better performance, Oracle recommends the following:

• Add a filter for a specific year.
• Avoid reporting by date, instead use month or quarter.
• Consider filtering the report by a group of users, instead of individual users.

Role Information

Access to the User System Usage subject area is restricted to the BI duty role, BI User System SA Access.

Partner Program Reporting

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.

Use the partner program reports to see the following:

• Programs created in the current month, quarter, year, or any given time period.
• Programs that end in the next month, quarter, year, or any given time period.
• Programs that started in the previous month, quarter, year, or any given time period.
• For a Channel Sales Manager, it helps to find out all the programs that are owned by the subordinates.

This subject area can be cross joined to other subject areas which has program or employee as common dimension to expand reporting capability.

Program Subject Area

The Program Tier subject area can be cross joined to other subject areas which has program as a common dimension to expand the reporting capability.

Program Tier Subject Area

Steps to Enable

No steps are required to enable this feature.

Customer Data Management

Bulk Enrichment of Accounts and Contacts with D&B Data

Perform batch enrichment of accounts and contacts using the Oracle Data Cloud enrichment service. This functionality provides you with an automated process for enriching Oracle Customer Data Management data in bulk with data from Dun & Bradstreet Corporation. It also provides visibility into which records were enriched and which were not.

Steps to Enable

No steps are required to enable this feature.

Integration with DaaS Master Geography Using Loqate

Improve data quality and resolve data conflicts between master geography data and the Address Verification Cloud Service using the new geography data provider Loqate. Oracle CX customers can import Loqate geography seed data using manage geographies.

Steps to Enable

Set "ORA_HZ_ENABLE_DAAS_LOQATE " profile option to Yes. After the profile option is set to Yes, "Import Geography Data" option under Actions in Manage Geographies will call Loqate Geography Data for the supported countries.

Tips And Considerations

Import Geography Data option under Manage Geographies is calling Nokia geography data by default.

This option will be disabled, In case the geography data is already imported from either Nokia or Loqate geography for the country or geography data is not available from Nokia or Loqate.

Key Generation Improvements and Optimization

Optimize key generation and improve key generation data stewardship capabilities to achieve an error-free, smooth experience. Data stewards can use a guided key generation process with visibility into the job status. Key generation optimization significantly reduces the key generation process time.

Steps to Enable

No steps are required to enable this feature.

Ability to Purge Resolution Requests and Logs

Purge duplicate resolution requests and logs to improve performance and usability.

Steps to Enable

No steps are required to enable this feature.

Additional RESTful Child Objects and Fields for Accounts, Contacts, and Households

RESTful web services support additional child objects, additional fields, and enhanced capabilities. The following are supported:

• Support additional names (Account and Contact REST APIs): Ability to add, update, search, and delete additional names for accounts and contacts.
• Support unformatted phone number (Account, Contact, and Household REST APIs): Accept unformatted phone numbers as input and parse them into separate phone number fields, such as country code, area code, and phone number.
• Allow fetching of inactive and merged records (Account, Contact, and Household REST APIs): Enable web services to get records with active, inactive, and merge statuses.

Steps to Enable

No steps are required to enable this feature.

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.

Steps to Enable

No steps are required to enable this feature.

Sales Performance Management

Territory Management

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.

Steps to Enable

No steps are required to enable this feature.

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.

Steps to Enable

CUSTOMERS WITH AN EXISTING TERRITORY MODEL AND RUNNING TERRITORY ASSIGNMENT FOR ACCOUNTS, OPPORTUNITIES, OR LEADS, OR PARTNERS OR DEAL REGISTRATIONS:

1. Define Territory Function values (if needed)
2. If using the Active Territories UI, add the Territory Function field to the appropriate pages using Application Composer
3. Optionally add the Territory Function field to the Account, Opportunity and Lead Team pages using Application Composer
4. Optionally add territory function value to each territory (ancestor territories can be an exception)
5. Enable Territory Precedence feature via Opt In Feature or Enable Dimensions and Metrics
   1. In Setup and Maintenance, edit the features for the Territories functional area.
   2. Select the Territory Precedence feature Opt In Task, and in the Enable Dimensions and Metrics page, select Edit.
   3. Select the Enable Territory Precedence option.
   4. Click Save and Close.
   5. In the Actions menu, select Load and Activate.
6. Run assignment processing for the relevant records

CUSTOMERS WITHOUT AN EXISTING TERRITORY MODEL:

1. Enable Territory Precedence feature via Opt In Feature or Enable Dimensions and Metrics
   1. In Setup and Maintenance, edit the features for the Territories functional area.
   2. Select the Territory Precedence feature Opt In Task, and in the Enable Dimensions and Metrics page, select Edit.
   3. Select the Enable Territory Precedence option.
   4. Click Save and Close.
   5. In the Actions menu, select Load and Activate.
2. Define Territory Function values
3. If using the Active Territories UI, expose Territory Function field in the appropriate pages using Application Composer
4. Optionally add the Territory Function field to the Account, Opportunity and Lead Team pages using Application Composer
5. Optionally add territory function value to each territory (ancestor territories can be an exception)
6. Run assignment processing for the relevant records

Tips And Considerations

If you enable this feature the following features are not available:

• Territory Management
  • Territory Metrics
  • Assignment Preview
  • Territory Validation
• Partner Center
  • Geographies served and the ability to assign territories to partners based on Geographies served

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

Steps to Enable

This feature is enabled or disabled through the profile option, MOT_RETAIN_ACTIVE_TERR_VERSION_ID. To access this profile option, follow these steps:

1. Sign in to the application as a sales administrator.
2. Navigate to the Setup and Maintenance work area and select the Sales offering.
3. Select the Define Sales Foundation functional area.
4. Search for the Manage Administrator Profile Values task and go to the task page.
5. In the Profile Option Code field, search for MOT_RETAIN_ACTIVE_TERR_VERSION_ID.
6. To enable the option, set the Profile Value to Yes.
7. Click Save and Close.

Key Resources

For more information, see the Setting Up Territories chapter in the Implementing Sales guide.

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.

Steps to Enable

No steps are required to enable this feature.

Incentive Compensation

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

Access time attributes, such as month, quarter, week, and year, on the business dates in transactional subject areas. These time attributes enables you to create time-based descriptive attributes and use them as report headers. The availability of the time attributes facilitate calculation of advanced metrics, such as Average-over-Time and Year-to-Date measures, which otherwise would require complex SQL case statements.

Steps to Enable

No steps are required to enable this feature.

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.

Mobile Commission Application Dashboard with Period Selection

Steps to Enable

Update to the latest version of the mobile commission application from the respective app store.

Tips And Considerations

The periods are displayed in descending order by date.

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.

Steps to Enable

1. Sign in to the application as a sales administrator.
2. Navigate to the Setup and Maintenance work area and select the Incentive Compensation offering.
3. Select the Incentive Compensation Configuration functional area.
4. Search for the Manage Incentive Profile Values task and go to the task page.
5. On the Manage Incentive Profile Values page, search for the Profile Display Name of Archival of Updated Credits Enabled (profile option code ORA_CN_CREDIT_HISTORY).
6. Set the profile value to Yes in the Profile Values region.
7. Click Save and Close.

Tips And Considerations

Enable this feature, only if you have a real need to track every update to a credit for reporting purposes. Recording of each and every update for all credits will result in a sizable increase in the volume of the credit history table.

Ability to Cancel Credits

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.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

This feature only allows deletion of direct credits. To list only the direct credits you can set 'Credit Type = Direct Credit' as the search criteria within the Manage Credits page.

CX Cloud Mobile

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.

Steps to Enable

1. Sign in to the application as a sales administrator.
2. Activate a sandbox.
3. Navigate to Application Composer.
4. Select Sales from the Application drop down list.
5. Select Mobile Application Setup from the Common Setup Options.
6. In the Application Features section, select Settings.
7. Enable or disable the Enable Deferred Create and Edit setting per your requirements.
   • Enable: The application performs the create and edit transactions asynchronously and passes the control back to the user.
   • Disable: The application waits until the create and edit transactions are saved and then passes the control back to the user.
8. Publish the sandbox.

Role Information

This feature can be controlled by the sales administrator.

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.

Steps to Enable

To change the search fields for standard or custom objects:

1. Sign in to the application as a sales administrator.
2. Activate a sandbox.
3. Navigate to Application Composer.
4. Select CRM Cloud from the Application drop down list.
5. Select Mobile Application Setup and then CX Cloud Mobile.
6. Select the object for which you're configuring the search operation, for example, the Opportunity object.
7. Using the standard layout, navigate to the Search section, and select the field and the operator to use for a simple search for that object.
8. Save the changes and then test the change by downloading the sandbox to the Oracle CX Cloud Mobile application.

Configuring Simple Search

To use multiple status values in an opportunity saved search:

1. Sign in to the application as a sales administrator.
2. Activate a sandbox.
3. Navigate to Application Composer.
4. Select CRM Cloud from the Application drop down list.
5. Select Mobile Application Setup and then CX Cloud Mobile.
6. Select the Opportunity object and click Saved Search.
7. Clone the default saved search and select the Status field.
8. Within the Criteria section, select one or more values for the Status field for the Opportunity object.

Configuring Opportunity Saved Search with Multiple Status Values

Configuration

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 the 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 RESTful 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 in an application error.

Steps to Enable

No steps are required to enable this feature.

Key Resources

Documentation for the import framework can be found in the Tasks > Administer section in the Oracle Sales Cloud Help Center.

Role Information

You must have the Sales Administrator job role to access the file-based data import functionality.

Application Composer

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.

Steps to Enable

No steps are required to enable this feature.

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.

Steps to Enable

No steps are required to enable this feature.

Key Resources

For information about enabling and subscribing to Oracle Sales cloud event, see Prerequisites for Creating a Connection in the Using the Oracle Sales Cloud Adapter guide.

Configuration Reporting

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.

To use the feature, navigate to Application Composer > Metadata Manager > Configuration Report > Generate.

Configuration Report on All Modified Objects

If a layout details report is needed, the administrator can select up to five objects in a shuttle window.

Objects Selected in Shuttle Window

Steps to Enable

No steps are required to enable this feature.

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.

Steps to Enable

No steps are required to enable this feature.

Update 18A

Revision History

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
02 NOV 2018	Custom Business Object Public Unique ID Field	Updated document. Feature delivered in update 18A.
11 MAY 2018	Using New Triggers	Updated document. Feature delivered in update 18A.
20 APR 2018	Post-Update Tasks > Enable New Sales Offering	Updated document. Revised feature information.
20 APR 2018	Update Tasks	Updated document. Added section.
07 MAR 2018	Post-Update Tasks > Enable New Sales Offering	Updated document. Added section.
07 MAR 2018	Post-Update Tasks > Update Application URLs	Updated document. Added section.
12 FEB 2018	Post-Update Tasks	Updated document. Added section.
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 FEB 2018	Partner Association within Activities	Updated document. Revised feature information.
19 JAN 2018		Created initial document.

Overview

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.

KEY HIGHLIGHTS OF ORACLE SALES CLOUD RELEASE 13 UPDATE 18A:

Oracle Sales Cloud Release 13 update 18A enhances the LinkedIn Sales Navigator for Leads, enabling sales reps to do better prospecting. The new opportunity product form layout lets you view pertinent product information on one screen without additional scrolling. Partner Relationship Management introduces partner assessments to evaluate partners at different stages of the partner life cycle. For smarter decision-making, business intelligence (BI) content can now be embedded in a custom object by exposing analytics side tabs and analytics subtabs. With Oracle Sales Cloud Release 13 update 18A, you get more flexible tooling to assign new runtime behaviors, such as commit transaction and navigate to create or edit pages, to script-based custom actions of top-level custom objects. Release 13 update 18A also allows you to schedule custom business logic using Groovy scripting.

For more information on these features, see Oracle Sales Cloud guides available on Oracle Help Center. Alternatively, use the help icon to access Oracle Application Help in the application. If you don’t see any help icons on your page, click the Show Help icon in the global header. Not all pages have help icons. You can also access Oracle Applications Help at https://fusionhelp.oracle.com.

Customers Upgrading from Release 12

If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness content for Release 13 (updates 17B - 17D, as well as, updates 18A - 18B) to learn about all of the features available in release 13.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at SALESCLOUD-PRODEX_WW@ORACLE.COM.

Optional Uptake of New Features (Opt In)

We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by "opting in" to the feature when you're ready. You can opt in to a feature in two ways: by using the New Features work area, or by using the Setup and Maintenance work area.

To opt in using the New Features work area:

1. Click the Navigator, and then click New Features (under the My Enterprise heading).
2. On the New Features page, select the offering that includes new features you'd like to review.
3. Click Opt In for any feature that you want to opt in to.
4. On the Edit Features page, select the Enable option for the feature, and then click Done.

To opt in using the Setup and Maintenance work area:

1. Click the Navigator, and then click Setup and Maintenance.
2. On the Setup page, select your offering, and then click Change Feature Opt In.
3. On the Opt In page, click the Edit Features icon.
4. On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close. 
5. Click Done.

Update Tasks

This section gives you information to help you plan, deploy, and validate your update. We make frequent additions to this document, so don't forget to check back and get the latest information before your update starts.

Use the following resource to prepare for, deploy, and validate your Oracle Sales Cloud upgrade to Release 13:

• Read the Oracle Sales and Engagement Cloud: Performing Your Release 13 Upgrade (Doc ID 2253572.1) on My Oracle Support to learn how to prepare for, validate, and deploy Release 13.
• If you have not yet done so, review the introduction guide to upgrades: Release Upgrade Planning (Doc ID 2016981.1) on My Oracle Support
• Review the latest Known Issues and Update Documents for this release (Doc ID 1603154.1) on My Oracle Support.

Following are the tasks you must always do for every upgrade and update:

1. Publish or delete all unpublished sandboxes before upgrade. If you do not do this, you will have outdated sandboxes that, if published, may corrupt your metadata. See the Sandbox Manager topic in the Extending Sales guide for more information.
2. Move all your customized reports to a "safe" folder:
   • "My Folders" if you are not sharing the report
   • "Custom" folder under "Shared Folders" if you want the report to be available to others and (optionally) archive your custom reports. See Archiving Custom Reports Before An Upgrade (Doc ID 1581294.1) for more information.
3. Suspend any scheduled Enterprise Scheduler Service (ESS) jobs for the upgrade period. Scheduled processes must not be running in your environment during the upgrade. See the Scheduled Processes topic in the Implementing Sales guide for more information.

Feature Summary

Core Sales Force Automation

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.

Leads and Opportunities

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.

LinkedIn Sales Navigator in Leads Page

Steps to Enable

1. Activate a sandbox.
2. Navigate to Application Composer and select CRM Cloud as the application.
3. Expand Standard Objects.
4. Select Sales Lead and then Pages.
5. In the Details Page Layout region, duplicate and edit the layout template.
6. Go to the Summary subtab.
7. Enable the widget by setting the LinkedIn Sales Navigator UI region to Show.
8. Click Done.

Dynamic Layout for Opportunity Product Information

View and edit opportunity products and revenue in a form layout. Dynamic product forms enable you to do the following:

• See pertinent product information without scrolling.
• See a set of fields based on the defined product.

Dynamic Form Layout for Opportunity Products

Steps to Enable

1. Activate a sandbox.
2. Navigate to Application Composer and select CRM Cloud as the application.
3. Expand Standard Objects.
4. Select Opportunity and then Pages.
5. In the Details Page Layout region, duplicate and edit the layout template.
6. Enable the Dynamic layout form for revenue from within the Edit Revenue Table region.
7. Once enabled, customize revenue forms from the Pages node within the Opportunity Revenue child object.
8. Click OK and then click Done.

Ability to Disable Opportunity Cascading Logic

Update your opportunity summary information without automatically updating product line values. By default, core opportunity attribute values cascade to the existing product lines. When disabled, updates to the opportunity header attributes will not propagate to the product lines.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

The site-level profile option Opportunity Synchronization Cascade Enabled provides the ability to turn off the cascading logic. The profile is delivered as enabled.

Flexible Revenue Amount

Determine which product lines to include when calculating an open opportunity's revenue. By default, open opportunity revenue is the rolled-up amount of all open product lines for that opportunity. You can now configure the application to include both open and won product lines in that calculation.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

The lookup type ORA_MOO_OPEN_ROLLUP_MAPPING provides the ability for an administrator to define which categories are included when calculating the open opportunity revenue amount. The default is Open.

Ability to Manage Competitors in Opportunities

Manage opportunity competitors using the extensible Competitors subtab that you add to the opportunities details page.

Manage Competitors Subtab

Steps to Enable

The Competitors subtab is delivered as hidden.

To enable the subtab:

1. Activate a sandbox.
2. Go to Application Composer and select CRM Cloud as the application.
3. Expand Standard Objects.
4. Click Opportunity, and then click Pages.
5. In the Details Page Layouts region, duplicate and edit the standard layout.
6. Click the Hide, Show, or Reorder Subtabs icon to go to the Configure Subtabs page.
7. Move Competitors from the Available Subtabs region to the Selected Subtabs region.
8. Click Ok.
9. Click Done on the Details Layout page.

Business Plans

Business Plan Classes

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.

Manage Business Plan Classes Page

Steps to Enable

1. Go to the Manage Business Plan Classes task page in Setup and Maintenance.
2. Create, delete, or disable the business plan classes as applicable.

To set a specific business plan class as the default, make sure that its Display Sequence value is the lowest among all enabled business plan classes.

Sales Prediction Engine

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.

Create Predictor Lead Generation Process Page

Steps to Enable

1. Sign in to the application as a sales analyst.
2. Navigate to Sales > Recommendations.
3. On the Overview page, click Tasks and then click Generate Leads.
4. Click Create Leads from the Actions Menu.
5. Click Add Fields in the Customer Criteria section. Multiple fields can be added with filter conditions for each selected fields.
6. Click Continue.
7. Click Submit on the Create Predictor Lead Generation Process page.

Sales Analytics

Oracle Sales Cloud offers embedded sales analytics to drive business decisions, identify key events, guide sales activities, and improve deal performance.

Reports and Analytics Page UI

The Reports and Analytics page in Oracle Sales Cloud has been updated to use a simplified, more user-friendly UI, where users can view and create reports using a step-by-step approach.

Users can browse the catalog from the Sales Cloud UI and view any report from the Catalog.

Reports and Analytics Page

Steps to Enable

No steps are required to enable this feature.

Analytics Side Tabs and Subtabs for Custom Object Pages

Embed business intelligence (BI) content in a custom object by exposing Analytics side tabs (in the custom object's landing page) and Analytics subtabs (in the custom object's details page).

As part of this enhancement, BI content can be embedded for custom objects in a way that's similar to standard objects, such as Accounts and Opportunities.

Analytics Tab

Steps to Enable

To enable Analytics side tabs in a custom object's landing page:

1. Activate a sandbox.
2. From the Navigator, click Structure.
3. Select the applicable custom object to go to the Custom Object page.
4. Go to the Tabs subtab. Three Analytics rows correspond to the three Analytics side tabs.
5. Click Yes corresponding to the row you want to enable.

To enable Analytics subtabs in a custom object's details page:

1. Activate a sandbox.
2. From the Navigator, click Application Composer.
3. Expand the custom object and click Pages.
4. In the Details Page Layouts region, duplicate and edit the default layout.
5. Select the new layout and click the Hide, Show, or Reorder Subtabs icon.
6. Move Analytics subtabs from the Available Subtabs region to the Selected Subtabs region. A maximum of three subtabs are available.
7. Click OK and then click Done.

Program Enrollment Reporting

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.

Program Enrollment Subject Area

The Program Enrollment subject area shows information about the following:

• Enrollments created in a given time period.
• Partners enrolled into a particular program and when they were enrolled.
• Enrollments that would expire in a given time period.
• Number of enrollments that were created for a particular program.
• Top programs with the highest number of enrollments.
• Enrollments submitted in a given time period.

Steps to Enable

No steps are required to enable this feature.

Partner Assessment Reporting

Use the Partner Assessments subject area to:

• Create reports to evaluate partners using their assessment scores.
• Compare assessments submitted across different partners.
• See the quarter-on-quarter (QoQ) score variance for a partner's assessment, such as "Partner Performance".

Partner Assessment Subject Area

The following figure shows a sample report comparing the assessment responses for various partners.

Partner Assessment Sample Report

Steps to Enable

No steps are required to enable this feature.

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.

Partner Assessments

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.

Assessment Showing Active Systems

Steps to Enable

1. Activate a sandbox.
2. From the Navigator, click Application Composer.
3. Select CRM Cloud as the application.
4. Expand Standard Objects.
5. Click Partner and then Pages.
6. In the Details Page Layouts region, duplicate and edit the standard layout.
7. Click the Hide, Show, or Reorder Subtabs icon to go to the Configure Subtabs page.
8. Move the Assessments subtab from the Available Subtabs region to the Selected Subtabs region.
9. Click OK.
10. Click Done.

Partner Association within Activities

Tracking your partner activities gives you deeper insights into your business. In addition to accounts, you can define partners within activities. This functionality enables you to create reports for both partner and account activities.

Partner Association Within a Task

Steps to Enable

The partner field is not exposed by default on the activities pages.

To enable the Partner fields on activities pages, perform the following steps:

1. Activate a sandbox.
2. From the Navigator, click Application Composer.
3. Select CRM Cloud as the application.
4. Expand Standard Objects.
5. Expand Activity and click Pages.
6. Duplicate and edit those layouts where you want to add the Partner field.
7. On the appropriate layout, move Partner from the Available region to the Selected region. 
8. Save the layout.

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.

Steps to Enable

No steps are required to enable this feature.

Customer Data Management

RESTful Services to Resolve Duplicates

View reports on duplicate resolution for accounts and contacts using RESTful services. If the duplicate resolution process merged records, then the merge details are sent to the subscribing applications.

Steps to Enable

No steps are required to enable this feature.

RESTful Services to Fetch Address Formats Based on Countries

Configure formatting requirements based on business-specific settings on the Manage Address Format Configuration page in the Setup and Maintenance work area. Develop a user interface using REST APIs that allows entry of only valid addresses for countries based on customer address format configurations and existing geography data.

Steps to Enable

No steps are required to enable this feature.

RESTful Services to Synchronize Accounts and Contacts with Import Definitions

Enable common object definition and standard mapping among RESTful service and import interfaces to simplify integration. Use the following to simplify integration:

• Address elements at header level added for the Account and Contact REST object.
• CurrencyCode attribute.

Steps to Enable

No steps are required to enable this feature.

Sales Performance Management

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.

Sales Forecasting

Forecast Sort in Chronological Order

Sort completed forecast items by Due Date chronologically, with the latest record being the first on the list.

Steps to Enable

No steps are required to enable this feature.

Territory Management

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.

Steps to Enable

No steps are required to enable this feature.

Search Customer Inclusions and Exclusions

Manage large volumes of named accounts through the new search capability available in the included and excluded customer lists.

Customer Inclusions Page

Steps to Enable

No steps are required to enable this feature.

Incentive Compensation

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.

Steps to Enable

No steps are required to enable this feature.

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.

Participant Compensation Plan Pending Acceptance

Accepted Participant Compensation Plan

Steps to Enable

1. Sign in to the application as an administrator.
2. Go to the Setup and Maintenance work area.
3. Select the Incentive Compensation offering and then the Incentive Compensation Configuration functional area.
4. Go to the Manage Parameters task page.
5. Enable the approval workflow by selecting Yes for the field Enable Plan Approval and Acceptance Workflow. This field is available in the Plan Approval Parameters section.
6. Click Save and Close.

Transaction Attribute Consistency Across Incentive Compensation Subject Areas

Transaction attributes across all Incentive Compensation transactional subject areas are consistent, including descriptive flexfields. This consistency eliminates the need to make cross-subject area joins to create reports on transaction attributes and flexfields, thereby increasing performance and usability.

Steps to Enable

No steps are required to enable this feature.

Sales Contracts

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.

Contracts Landing Page

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.

Contracts Landing Page

Steps to Enable

1. Sign in to the application as an administrator.
2. Go to the Setup and Maintenance work area.
3. Select the Sales offering and then the Sales Foundation functional area.
4. Go to the Manage Administrator Profile Values task page.
5. Search for the profile option with the code OKC_ENABLE_CLASSIC_LANDING_PAGE.
6. Set the profile value to No.
7. Click Save and Close.

Tips And Considerations

The application does not automatically show the custom saved searches on the advanced search page or the simplified landing page. You must must create the custom saved searches again.

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

Steps to Enable

No steps are required to enable this feature.

Additional Web Services Operations for Repository Contracts

Capture signed details and activate repository contracts through web services using new operations.

Steps to Enable

No steps are required to enable this feature.

Configuration

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-a-Service (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.

Application Composer

Custom Business Object Public Unique ID Field

A public unique ID (PUID) field named Record Number is available on existing and new custom business objects. A PUID is a user-friendly, alphanumeric ID that is generated by the document sequencing feature, or manually assigned. A specific sequencing pattern can be assigned per object.

You can configure the custom object PUID sequencing patterns using the same setup task you use to define PUID sequence patterns for standard objects. Following the same pattern implemented for standard objects, 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. If a custom business object does not have a PUID configuration, the application assigns a value based on the default PUID pattern. The application generates and assigns a PUID value to a custom business object record if that record is created after this feature is available unless you explicitly assign it a value. For custom business objects existing before this feature is available, their PUID fields are not assigned a value automatically.

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.

NOTE: PUID values for custom objects must be unique across all custom objects.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Custom object PUID naming patterns are configured using the same setup task used for standard 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.

"Callable by External System" Visibility of Object Function

NOTE: You can schedule only those object functions that have the visibility set to “Callable by External Systems”.

Schedule Custom Groovy Object Functions Process

Schedule Custom Groovy Object Functions Process Parameters

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.

Steps to Enable

To create an object function:

1. Activate a sandbox.
2. Navigate to Application Composer and select CRM Cloud as the application.
3. Expand Standard Objects.
4. Select Opportunity and then Server Scripts to go to the Server Scripts Opportunity page.
5. Go to the Object Functions tab.
6. Click Add to create an object function.
7. Enter the applicable values. Set visibility to Callable by External Systems.
8. Click Validate and then Save and Close.

To schedule the process:

1. Go to the Schedule Processes page.
2. Click Schedule New Process.
3. Search for the Schedule Custom Groovy Object Functions - Developers Preview job.
4. Enter applicable information.
   • The name of the object that is the REST service name of that object.
   • To get object name see REST API for Oracle Sales Cloud R13 on Oracle Help Center.
   • The name of the object function you created using Application Composer
5. Click Advanced to schedule the process or to run "As soon as possible".

Tips And Considerations

• Only object functions without parameters can be scheduled for invocation.
• Break the work into multiple object functions if required due to limitations; object function execution time is limited to one minute. Also, the maximum fetch size, which controls the number of rows returned, is set to 500 rows by default. This number can be changed using the method setMaxFetchsize().
• A record must exist for the object for which you defined the object function. Create a record before scheduling the process for object function to be invoked. For example, create an Opportunity record before you schedule the process to invoke the UpdateOppty object function. If there is no record, then the scheduler will fail and Scheduled Process page will show an error in the status of the job.
• Values returned by the invoked object function are not reported through the ESS framework.
• Object functions of child objects cannot be scheduled for invocation.
• Functions of the following objects are not supported in this release: Account, Contact, and Partners.

Key Resources

Application Composer: Using Groovy Scripts.

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.

Enable Separate Create and Edit Pages - Default Custom Layout

Steps to Enable

1. Activate a sandbox.
2. Navigate to Application Composer and select CRM Cloud as the application.
3. Expand Custom Objects.
4. Expand the applicable custom object and click Pages.
5. Duplicate and edit the details page layout.
6. Edit the subtab of the child object.
7. Select the applicable check box to enable separate Create and Edit pages. The following check boxes are available:
   • Enable Separate Create Pages
   • Enable Separate Edit Pages
8. Click on Save and Close.
9. Click Done.

Default Search Configuration on Custom Subtabs

Ability to set the default search filter on custom subtabs.

Default Search Filter on Custom Subtab

Steps to Enable

No steps are required to enable this feature.

Ability to Embed External Web Applications as an iFrame Subtab or a UI Region of Summary Subtab

Customers can embed external web application content as a iFrame in Oracle Sales Cloud custom object pages, either as a subtab, or as an expandable UI region in the summary subtab of the object's details page.

Administrative users define the mashup content under the common setup where the URL format will be parameter-based. Administrators can then embed the mashup content in a details page layout, either as an expandable UI region in summary subtab or as a custom subtab. The parameter values can be mapped to the object's field values. Groovy expression URLs continue to be supported as well.

Steps to Enable

No steps are required to enable this feature.

Ability to Delete Unpublished Summary Box

Delete the unpublished summary box from the sandbox.

Delete Summary Boxes

NOTE: You cannot delete published and standard content

Steps to Enable

No steps are required to enable this feature.

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.

Applications List Drop-Down List

Steps to Enable

No steps are required to enable this feature.

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.

Steps to Enable

No steps are required to enable this feature.

Set-Enabled Lookup Fields as Custom Fixed Choice List Field Filters

You can use an out of the box set-enabled lookup field as the parent data filter for a custom fixed choice list field. Using the Value Map, associate set-enabled field values with values that will be shown in the custom fixed choice list field.

Using a Set-Enabled Field As a Parent Filter

Steps to Enable

No steps are required to enable this feature.

Key Resources

For more information on set-enabled lookups refer Oracle Sales Cloud Implementing Sales guide (Setting Up Multiple Business Units > Managing Reference Data).

Using New Triggers

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

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Existing triggers of these deprecated types still work and require no migration. For a complete list of the trigger types that you can select, see "Defining an Object-Level Trigger to Complement Default Processing" in the Oracle Sales Cloud Groovy Scripting Reference Guide.

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.

Configuration Options

Steps to Enable

No steps are required to enable this feature.

Setup and Maintenance

Simplified Setup

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.

Create Company Information Page Navigation

Create Company Information Page

Steps to Enable

1. Sign in to the application as a setup user.
2. Go to the Setup and Maintenance work area and select the Sales offering.
3. Select the Company Profile functional area.
4. Click Quick Setup (gear icon) to go to the Create Company Information page.
5. Enter the following information:
   • Company Name
   • Country (select from the list of values)
   • Address Line 1
6. Click Submit.

A scheduled process is submitted and the job details are displayed. You can verify the information created from the Review Company Information page that is displayed once the job is completed.

This feature is intended to support CRM Cloud setups and you must run this task once to facilitate the necessary setups. If you are implementing ERP Cloud or HCM Cloud, then follow those product guides to set up the initial company information.

Post-Update

Post-Update Tasks

The following topic describes some tasks that you must perform after updating to Oracle Sales Cloud for Release 13.

ENABLE NEW SALES OFFERING

Release 13 introduces a new version of the Sales offering that eliminates tasks that are not necessary for setting up Oracle Sales cloud.  The new version reduces the number of tasks by three quarters (from 942 to 240) and the number of functional areas by half (from 33 to 16).

In R13, the new version of the sales offering is called Sales and the name of the existing version has been changed to Obsolete: Sales.  If you had enabled the Sales offering in your environment prior to upgrade, then the Obsolete: Sales offering is enabled after your upgrade and the Sales offering is disabled.

To benefit from the more focused new version of the offering, enable the Sales offering and disable the existing Obsolete: Sales offering.

NOTE: However, there is no impact on the workings of your application if you keep Obsolete: Sales enabled and Sales disabled, or if you enable both.

For information on steps to enable this feature watch the video tutorial Enabling New Offering for Upgrading Customer and also see Streamlined Sales Offering.

MAKE PERSONALLY IDENTIFIABLE MOBILE PHONE INFORMATION VISIBLE TO CUSTOM JOB ROLES

The unmasked Mobile Phone values are shown only to users with non-customized Sales job roles, by default. If you want to expose unmasked data to users with other job roles, including your custom job roles, then you must add the appropriate privileges to those roles. The available privileges are:

• HZ_VIEW_TRADING_COMMUNITY_PERSON_MOBILE_PHONE_DATA
• HZ_MANAGE_TRADING_COMMUNITY_PERSON_MOBILE_PHONE_DATA

For information on assigning PII privileges, see Oracle Sales Cloud Assigning Personally Identifiable Information Privileges Using Security Console (Doc ID 2224401.1) on My Oracle Support.

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.

See the Steps to Enable section for the steps you must perform to manually upgrade the metadata from an older release to the latest release of Oracle Sales Cloud.

UPDATE APPLICATION URLs

There is a change in the hostname for Oracle Sales Cloud environments. The hostname change must be transparent to users and client applications used for integrating your applications with Oracle Sales Cloud because the earlier hostnames automatically redirect to the new hostname.

For example, if your Oracle Sales Cloud pod is "XXXX", and your client application calls the Contract REST service, the earlier URL used to be: https://XXXX.crm.us2.oraclecloud.com/crmCommonApi/resources/latest/contacts

This URL now is: https://XXXX.fa.us2.oraclecloud.com/crmCommonApi/resources/latest/contacts

Although there is a URL redirect in place, Oracle recommends that you update any URLs that you reference to the revised URL paths, including:

• Bookmarks you may have that point to the Sales Cloud application.
• Client applications used with Sales Cloud web services (see the REST API for Oracle Sales Cloud R13 guide for more information).

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.

1. In Oracle Sales Cloud, open the drop-down menu next to your user name, and select Manage Sandbox.

2. Create a new sandbox, and set it as the active sandbox. The current active sandbox displays at the top of the application.

3. Go to: Navigator > Application Composer (under Tools).
4. From the Application, drop-down list, select the first application whose metadata you want to upgrade, such as Common or Sales.

NOTE: You need to upgrade the existing customization metadata for each application separately.

5. From the navigation tree on the left, under Common Setup, click Metadata Manager.

6. Click Metadata Upgrade.

7. 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.

8. Click OK in the confirmation dialog box.  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.

9. Repeat steps 7-8 for each row in the list.
10. Repeat steps 4-8 for each application in the Application drop-down list in Application Composer.
11. Publish the sandbox. 

After the processes have completed, the application is ready to use.