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 17D	Revised update 17D.
01 SEP 2017	Update 17C	Delivered new features in update 17C.
11 MAY 2018	Update 17B	Revised update 17B.

Update 17D

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	Cloud Payroll Processing for Paysheets	Updated document. Removed feature from update 17D.
02 NOV 2018	Extensible Single-Value Search and Select Dialog (Picker)	Updated document. Feature delivered in update 17D.
05 MAR 2018	Commit Transactions and Navigate to Create or Edit Pages Using Custom Actions	Updated document. Feature delivered in update 17D.
05 FEB 2018	Asset-Based Service Contract Coverage and Entitlements	Updated document. Removed feature from update 17D.
11 JAN 2018	UI Approval History for MDF Requests and Claims	Updated document. Revised feature information.
11 JAN 2018	Optimized Search for Opportunities and Leads	Updated document. Revised feature information.
21 NOV 2017	Opportunities: Optimized Search for Opportunities and Leads	Updated document. Feature delivered in update 17D.
21 NOV 2017	Territory Management: Toggle Dimensional Data Display in Classic UI	Updated document. Feature delivered in update 17D.
21 NOV 2017	Territory Management: Manage Proposals Enhancement	Updated document. Feature delivered in update 17D.
21 NOV 2017	Sales Analytics: Account Business Plan Reporting	Updated document. Revised feature information.
21 NOV 2017	Core Sales Force Automation: Add Search to Standard and Custom Subtabs	Updated document. Revised feature information.
21 NOV 2017	Assessments: Assessment Object Workflow	Updated document. Revised feature information.
21 NOV 2017	Customer Data Management: Batch Export and SOAP Services for Duplicate Resolution	Updated document. Revised feature information.
21 NOV 2017	Accounts, Contacts, and Households: Capability to DrillDown from Relationships Subtab and Account Hierarchy	Updated document. Revised feature information.
21 NOV 2017	Accounts, Contacts, and Households: Multiple Value Group UI Pattern for Account Industries	Updated document. Revised feature information.
21 NOV 2017	Accounts, Contacts, and Households: Integration of LInkedIn Sales Navigator with Contacts	Updated document. Revised feature information.
21 NOV 2017	Incentive Compensation: Cloud Payroll Processing for Paysheets	Updated document. Revised feature information.
21 NOV 2017	Application Composer: Dynamic Filtering Criteria Based on Many-to-Many Relationships	Updated document. Revised feature information.
21 NOV 2017	CX Mobile: Service Requests in Mobile	Updated document. Revised feature information.
21 NOV 2017	Sales Analytics: System Usage Reporting	Updated document. Revised feature information.
21 NOV 2017	Partner Relationship Management: UI Approval History for MDF Requests and Claims	Updated document. Revised feature information.
21 NOV 2017	CX Foundation: Larger Display Available in User Interface	Updated document. Revised feature information.
06 OCT  2017		Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

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.

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

Oracle continues to invest in best practices and technologies.  A larger display in the user interface makes viewing easier and adding search to standard and subtabs provide more options to find what you need fast.  Search is also optimized for opportunities and leads.  Oracle Sales Cloud now integrates with Linkedin Sales Navigator with contacts, enabling sales reps to more easily target or find new contact recommendations.

Larger Display Available in User Interface

Improve the usability of the UI by optimizing the usage of vertical and horizontal space on the browser. The application displays optimum content on the landing and detail pages to avoid unnecessary scrolling.

Application Showing More Content on the Landing Page

Application Showing More Content on the Details Page

This feature supports better alignment of content and layout, subtab labels, and scrolling of vertical subtabs for enhanced readability and user experience.

Steps to Enable

This feature, with the exception of vertical space optimization, is available on the Google Chrome, Mozilla Firefox, and Apple Safari browsers, by default.

Enable the vertical space optimization feature with the ZCA_ADVANCED_RESPONSIVE_UI profile option. To enable this feature, do the following:

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

NOTE: Microsoft Internet Explorer browser does not support vertical space optimization.

Add Search to Standard and Custom Subtabs

Provides the ability to search on standard and custom subtabs. In addition to a single default filter, you can add more filters to narrow the set of records displayed on the subtab.

Search for Contacts Within Contacts Subtab

Steps to Enable

No steps are required to enable this feature.

Ability to Drill Down and Act from Activity Notifications

You can use activity notifications to drill down directly to an activity from the notification. In addition, the enhanced notifications feature also enables you to take quick actions on the activity. For example, you can accept or reject an appointment or complete a task directly from the notification.

You can drill down to an appointment from a notification list and also accept or reject the appointment.

Actions for an Appointment in List Notification

You can accept or reject an appointment from your email or navigate to the appointment from the email notification.

Email Notification for an Appointment

You can drill down to a task from a notification list and also mark the task as complete.

Actions for a Task in List Notification

You can mark a task as complete from your email or navigate to the task from the email notification.

Notification Email for a Task

Steps to Enable

To enable enhanced notifications perform the following steps:

1. Sign in to the application as a setup or implementation user.
2. Go to the Setup and Maintenance work area and select the Sales offering.
3. In the Sales offering, select the Sales Foundation functional area.
4. Click the drop-down arrow corresponding to Sales Foundation and select Change Feature Selection.
5. On the Edit Features: Sales Foundation page, enable the Activity Drill-down and Actionable Notification feature.
6. Click Done.

To set the applicable profile options, perform the following steps:

1. On the Setup: Sales page, search for the Manage Administrator Profile Values task and go to the task page.
2. Search for the following profile options and set the values as listed:
   • ZMM_ACTIVITY_TASK_NOTIFICATIONS: Set the site-level value to Yes. Used for task notifications.
   • ZMM_ACTIVITY_APPT_NOTIFICATIONS: Set the site-level value to Yes. Used for appointment notifications.
   • ZMM_ACTIVITY_TASK_NOTIF_LIST_EMAIL: Set user-level profile option to Yes. Used for list and email notification for tasks.
   • ZMM_ACTIVITY_APPT_NOTIF_LIST_EMAIL: Set user-level profile option to Yes. Used for list and email notification for appointments.

Extensible Single-Value Search and Select Dialog (Picker)

The new extensible single-value Search and Select dialog (picker) enhances the search capabilities for custom object dynamic choice lists by providing a superior user experience on searches. For example, the new extensible picker lets the administrator configure search operators, set role-based dynamic layouts, and show/hide the create button for the Search and Select dialog layouts.

Custom dynamic choice lists pointing to custom objects now look the same as custom dynamic choice lists pointing to standard objects. Custom dynamic choice lists pointing to custom objects now display a dropdown list with a search link, instead of a magnifying glass icon, to search for records.

Steps to Enable

No steps are required to enable this feature.

Accounts, Contacts, and Households

Integration of LinkedIn Sales Navigator with Contacts

View relevant information from the LinkedIn Sales Navigator in your Contacts Profile page. With the necessary LinkedIn Sales Navigator license, you can:

• Gather icebreakers to identify mutual interests between you and your prospects.
• Get useful updates like news mentions or role changes while viewing contacts.
• Find the best way to get introduced to target contacts.
• Discover new contacts through recommendations.

LinkedIn Sales Navigator Showing Contact Details

Steps to Enable

1. Sign in to the application as a system administrator.
2. Go to Application Composer.
3. Expand the Contact standard object.
4. Click Pages to go to the Contact: Pages page.
5. In the Edit Contact section, click the applicable layout to go to Details Layout page.
6. Go to the Profile subtab.
7. Enable the widget by setting the LinkedIn Sales Navigator to Show.
8. Click Done.

Multiple Value Group UI Pattern for Account Industries

Enable you to select and view multiple industry values per account, with enhanced usability and performance.

Multiple Industries per Account

Steps to Enable

No steps are required to enable this feature.

Capability to Drill Down from Relationships Subtab and Account Hierarchy

Drill down directly to an account or contact from the relationships subtab without having to exit the relationship view. Similarly, you can directly drill down into an account from the account hierarchy to get a quick view of related accounts.

Manage Account Hierarchy

Relationships Subtab

Steps to Enable

No steps are required to enable this feature.

Opportunities

Optimized Search for Opportunities and Leads

Improve opportunity and lead search performance by leveraging consolidated security conditions. The conditions associated with the standard Sales Representative, Sales Manager, Sales VP, or the Sales Restricted User roles have been streamlined.

Use the following condition to search for opportunities:

• Where they are member or in management chain of opportunity sales team with view, edit or full access, member of territory team or upward territory hierarchy.

• Where they are member or in management chain of opportunity account team, account territory team or upward territory hierarchy.

Use the following condition to search for leads:

• Where they are member or in management chain of lead sales team, member of territory team or upward territory hierarchy.

Steps to Enable

No steps are required to enable this feature on the predefined Sales Representative, Sales Manager, Sales VP and Sales Restricted User roles.

If you want to use this feature for your user-defined roles, please refer Oracle Sales Cloud Security Upgrade Guide..

Assessments

Assessment Object Workflow

Leverage an object workflow and groovy scripts based on the Assessment object.

Create Object Workflow

For example, set up an object workflow and scripting to have the application automatically enable the Budgeted indicator when a budget is approved.

Steps to Enable

No steps are required to enable this feature.

Sales Catalog

Sales Catalog Extensibility

Sales Catalog supports the following extensibility features:

• Make the Product and Price Book standard attributes conditionally required and updateable.
• Customize the required property of standard Dynamic Choice Lists (DCL) attributes in Product and Price Book.
• Add buttons to the Products table in the Edit Price Book page.

Extending the Sales Catalog

Steps to Enable

No steps are required to enable this feature.

CX Cloud Mobile

The Oracle CX Enterprise Mobile application enables sales and service representatives, managers, and partner representatives to create, edit, and escalate service requests from a mobile device. Empower your sales reps so they can achieve maximum productivity while in or away from the office. To begin using Release 13 mobile apps, download the latest version from the Apple App Store (iOS) or Google Play (Android).

Service Requests in Mobile

Create, edit, and escalate service requests from a mobile device.  

You have the ability to capture service request details and add internal notes to the service request to facilitate better communication and collaboration. You can also perform the following actions:

• View service request status and updates.
• Create and edit a service request.
• Create and edit a service request team.
• Create and edit messages and view attachments.
• Add an avatar profile picture.
• Provide a swipe action on list views, for example, to escalate the service request.
• View, edit, and create activities.

View Service Requests

Edit Service Request

Steps to Enable

No steps are required to enable this feature.

Auto Capture Outbound Text Messages as Activities

Auto-capture outbound text messages as completed tasks associated with a customer. An automatic prompt to log the activity appears immediately after sending an SMS text message, increasing the likelihood that the sales rep will update their sales cloud sooner. With increased visibility into sales activities as soon as they occur, a sales manager can more accurately forecast future revenue.

Log Text Prompt

Steps to Enable

ADD TEXT AS AN ACTIVITY TYPE

1. Navigate to the Setup and Maintenance work area.
2. Search for the "Manage Activity Standard Lookups" task.
3. Click on the task name link in the search results.
4. Drill down on ZMM_ACTIVITY_TYPE
5. Check the Enabled check box to implement auto capturing of texts. 
6. Click Save and Done 

SET UP AUTO CAPTURE OF OUTBOUND TEXT MESSAGES

1. Navigate to the Setup and Maintenance work area. 
2. Search for the "Manage Administrator Profile Values" task.
3. Click on the task name link in the search results.
4. In the Profile Display Name field, enter "Log Calls Automatically" and then click Search.
5. In the Profile Values region, enter either AUTOMATIC (enables automatic call/email/text logging) or CONFIRM (requires user confirmation before logging the call/email/text). 

Role Information

• Sales Representative
• Sales Manager
• Sales VP
• Sales Admin
• Customer Service Manager
• Customer Service Representative

Sales Analytics

Account Business Plan Reporting

Create reports on business plans for accounts or customers.

A new dimension, Customer, is added to the Business Plan subject area to enable you to create reports for account business plans.

Business Plan Subject Area for Customer

Account Business Plan Report Showing Business Plan Objectives and Their Values

Account Planning allows you to maximize revenue from key accounts by taking a systematic approach in identifying account potential, enhancing relationships and pursuing opportunities. This helps you analyze sales better.

Steps to Enable

No steps are required to enable this feature.

System Usage Reporting

Enables sales administrator and managers to create the system usage reports to understand the adoption of the system by different users.

User System Usage Subject Area 

The User System Usage subject area provides insight into the user activity in the system and enables sales administrator and sales manages analyze the usage of the application and take key business decisions based on the analysis. Sales Administrators can create reports to see the details of users and the number of days they have been active on the system for a given time period. The subject area also provides impersonator details when another user logs into the system on behalf of a particular user and can be used to enhance the security of the system.

Users and Number of Days Active Report

Active Days by Channel and Top Active Users Report

Steps to Enable

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

Role Information

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

Resource Reporting

Enable the creation of reports with sales Resource as a primary object.

Sales - Resource Subject Area

This subject area is built around the Resource object and provides the necessary information to use Resource as a primary object. Using this subject area, you can create reports to show information about the resources, their business units, the preferences they have for Oracle Sales Cloud, and so on.

Report Showing User Statuses and Preferences

A business unit head can create reports that show all the resources that are part of his business unit, as well as the opportunities closed, thus deriving the revenue-per-head metric for the business unit.

Revenue per Head 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.  For MDF requests, channel managers can efficiently manage a wide array of tasks such as submit, return approve reject return or withdraw. And, approval history such as who submitted the requested is well documented.

Partner Task Templates

Create a group of partner-related tasks using preconfigured task templates. For example, you can create a task template for partner recruitment that displays a set of tasks that you need to perform while recruiting a partner. 

"Create Tasks from a Templates" Button

Create Task from a Task Template

The tasks generated from the templates are accessible in the Activities tab within the Partners work area.

Steps to Enable

To create task template and make it available to channel managers and partner administrators, perform the following steps:

1. Create the task template and the individual tasks for the template.
2. Expose the "smart" Create Task button on the embedded task list page of the Activity object.

CREATING A PARTNER TASK TEMPLATE

Users with the Customer Relationship Management Application Administrator or Application Implementation Consultant job roles can use these steps to create task templates for partners.

1. Sign in with your Customer Relationship Management Application Administrator or Application Implementation Consultant credentials.
2. Go the the Setup and Maintenance work area and select the Sales offering.
3. Search for and select the Manage Partner Task Template setup task.
4. On the Manage Partner Task Template page, click the Create icon.
5. On the Create Template dialog window, provide the necessary information and click OK.
6. To create tasks for the task template, click the Create icon in the Details section.
7. On the Create Task dialog window, provide the necessary information and click OK.
8. Click Save and Close to save your work.

ADDING THE SMART CREATE TASK BUTTON TO ACTIVITY PAGES

Use these steps to replace the Create Task button with the "smart" Create Task button on Activity pages.

1. Sign in with your Sales Administrator credentials.
2. Ensure you are in a sandbox.
3. Go to Application Composer.
4. From the list of Standard objects, expand Activity.
5. Click the Pages link.
6. In the Activity Pages list, scroll down to the Embedded Task List Overview page.
7. Duplicate the standard layout and click Create and Edit.
8. On the Edit Layout page for your duplicate layout, click the Edit icon for the Embedded Task List Overview Table.
9. In the Configure Detail Form: Buttons and Actions area, move the Create Task + Create Task From Template button from the Available Buttons column to the Selected Buttons column.
10. In the Configure Detail Form: Buttons and Actions area, move the Create Task button from the Selected Buttons column to the Available Buttons column.
11. Click Save and Close and click Done to save your work.
12. Publish your sandbox.

Role Information

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

Browse Catalog in Deal Registration

Enable users to browse the sales catalog when selecting products while in the context of deal registration.

Browse the Sales Catalog

Steps to Enable

1. Sign in to the application as a system administrator.
2. Activate a sandbox.
3. Go to Application Composer.
4. Search for the Deal Registration standard object.
5. Click Deal Registration Pages.
6. Create a duplicate of the Details Page Standard Layout and go to that page.
7. Edit the Products section.
8. In the Configure Detail Form: Buttons and Actions section move Browse Catalog from the Available Buttons section to the Selected Buttons section.
9. Click Done.

Browse Catalog Button in Application Composer

UI-Based Approval for MDF Requests and Claims

Use the Actions menu on the Edit MDF Request or Edit MDF Claim pages to submit, return, approve, reject, or withdraw MDF requests or claims. You can also enter a reject reason, a return reason, and approval comments.

MDF Request Showing Approval Information

Steps to Enable

1. Sign in to the application as a system administrator.
2. Activate a sandbox
3. Go to Application Composer.
4. Search for the MDF Request or MDF Claim standard object.
5. Click Pages.
6. Create a duplicate of the Details Page Standard Layout and go to that page.
7. Option 1: Add to the Summary section:
   1. Click the pencil icon to edit the Summary section.
   2. Move the Approval Comments, Return Reason, and Reject Reason attributes from the Available Fields section to the Selected Fields section.
8. Option 2: Add as a Field Group
   1. Click Add Field Groups.
   2. Enter a name of the section.
   3. Add Approval Comments, Return Reason, or Reject Reason.

UI Approval History for MDF Requests and Claims

Track the end-to-end approval flow of transactions related to MDF requests and claims.

When exposed as a subtab, the approval history displays key information such as:

• Who submitted the transaction
• Who took an action
• Rejection reason
• Approval comments

Approval History of an MDF Request

Steps to Enable

1. Sign in to the application as a system administrator.
2. Activate a sandbox.
3. Go to Application Composer.
4. Search for the MDF Request or MDF Claim standard object.
5. Click Pages.
6. Create a duplicate of the Details Page Standard Layout and go to that page.
7. Click the icon that allows you to hide, show, or reorder subtabs.
8. Move the Approvals subtab to the Selected Subtabs section..
9. Click OK.
10. Click Done.

Customer Data Management

Oracle Customer Data Management enables organizations to consolidate and maintain a best version customer profile that sales reps and sales managers can trust. Bank related attributes are now included and, you can also import "Do Not Enable" related flags.

Account and Contact Simplified Views

Import bank-related attributes, including Branch Number, Branch Code, Bank Code, and Branch flag for an account simplified view. Also, you can import the "Do Not Enable" related flags, including Do Not Call, Do Not Contact, Do Not Email and Do Not Mail contact simplified view.

Steps to Enable

No steps are required to enable this feature.

Create Merge Business Events on Accounts and Contracts

Provide an exit route from Customer Data Management to transfer master account and contract information to the subscribing applications through Integration Cloud Service.

Steps to Enable

No steps are required to enable this feature.

Batch Export and SOAP Services for Duplicate Resolution

Provide an exit route from Customer Data Management to transfer customer information to the subscribing applications.

Steps to Enable

No steps are required to enable this feature.

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. Enable users to build and maintain their compensation plans and role based assignments using RESTful services.

Territory Management

Toggle Dimensional Data Display in Classic UI

Added the Show Dimensions and Hide dimensions buttons to control the display of dimensions on the Classic UI.

The dimensional data is hidden by default in the Territory Management Classic UI to improve load time and performance of the application. You can see information related to dimensional data by clicking the Show Dimensions button.

Show Dimensions

Once you click Show Dimensions, the application changes the button to Hide Dimensions.

Hide Dimensions

Steps to Enable

No steps are required to enable this feature.

Manage Proposals Enhancement

Removed the side bar in the Classic UI. The links that were available on the side bar in the Classic UI and now available in the following places:

• The Enable Dimensions and Metrics link is available on the Setup and Maintenance work area.

• The Manage Territory Proposals link is now available as a button on the Active Territories page, called Manage Proposals. Use this button to navigate to the Manage Proposals page

Manage Proposals

Steps to Enable

No steps are required to enable this feature.

Incentive Compensation

New Look-and-Feel for Incentive Compensation Administration

Incentive Compensation administration screens embody a simple design aesthetic on top of the existing incentive compensation application.

Other than the aesthetic, the most noticeable change is that you can access the task menu on the right side of the overview page. The tasks are available on demand, and when they're not needed, they hide way in the panel drawer, giving more page space to the overview information.

The following work areas have the new look:

• Compensation Plans
• Credit and Earnings
• Participant Assignments
• Participant Snapshot
• Payments

Steps to Enable

No steps are required to enable this feature.

Web Services to Build and Maintain Business Objects

Enable users to build and maintain their compensation plans and role-based assignments using these RESTful services:

• Compensation Plans: Create and maintain compensation plans and assign roles and plan components to the compensation plans.
• Plan Components: Create and maintain plan components and assign performance measures, rate tables and their input expressions and incentive formulas to the plan components.
• Performance Measures: Create and maintain performance measures and assign scorecards and their input expressions, credit categories, measure formulas and goals to the performance measures.
• Credit Categories: Create and maintain credit categories.
• Rate Tables: Create and maintain rate tables and assign rate dimensions to the rate tables.
• Rate Dimensions: Create and maintain rate dimensions and assign tiers to the rate dimensions.
• Roles: Create and maintain roles and assign participants to the roles.
• Participants: Maintain participants and assign roles and participant details to the participants.

Steps to Enable

No steps are required to enable this feature.

Enterprise 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.

Support for Employee Contracts

Create contracts with your employees as parties to the contract. For example, track employment agreements.

Steps to Enable

No steps are required to enable this feature.

Contract Merge and Renewal

Combine two or more contracts and let your sales representatives renew contracts manually. You can choose all or select lines to be merged or renewed.

Renew Contract Navigation

Renewing a Contract

Merge Contract Navigation

Merging Contracts

Steps to Enable

No steps are required to enable this feature.

Track the Migration Status of Contracts

Track the status of project contracts under migration, so that revenue recognition and invoicing can be stalled until the migration is complete.

Steps to Enable

You can indicate the contracts for which billing is to be held by enabling the migration in progress option.

You can enable this option using the following options:

• Contract import or web services when migrating your contracts
• Manually set the option on the Billing tab in the Edit Contract page

NOTE: This is applicable only to project contract types.

Web Services for Managing Repository Contract Documents

Additional operations were added to web services to manage the documents that are attached to repository contracts. You can also delete a contract party that is associated to the contract.

Steps to Enable

No steps are required to enable this feature.

Configurable Contract Event Model

Configure the the contract event model to meet specific needs.

You can now handle state transitions using web services. As part of a state transition you can open the contract validation user interface. You can also remove or change the severity of optional seeded contract validations.

Steps to Enable

Configure the contract event model using the Event Models task in the Contracts work area. You can access the contract validation UI, as part of a state transition, by setting up the “Manage Contract User Statuses and Transitions” task.

Refer the Implementing Enterprise Contracts Guide for more details on configuring the event model and user statuses.

Key Resources

• Implementing Enterprise Contracts Guide

Configuration and Customization

Oracle's standards-based, open and flexible platform makes it easy to rapidly build and deploy rich applications or integrate with and extend Oracle Sales Cloud. Oracle’s configuration and customization toolset enables business users to tailor Oracle Sales Cloud to meet the unique needs of each business in an easy-to maintain Software-as-a-Service (SaaS) environment. Oracle’s Platform-as-aService (PaaS) offerings provide development and runtime platforms that enrich and extend Oracle Sales Cloud and enhance sales team productivity and collaboration. Prebuilt cloud and on-premises integrations offer complete solutions for sales teams.

Application Composer

Dynamic Filtering Criteria Based On Many-to-Many Relationships

Added dynamic filtering criteria for custom relationships, including a custom dynamic choice list or reference relationship, based on a many-to-many relationship. For example, you can now filter contacts by a given account, while each contact can belong to multiple accounts and each account can have many contacts.

Dynamic Filtering for Custom Dynamic Choice Lists

Dynamic Filtering for Custom Reference Relationships

Dynamic Filtering for Related Objects

Steps to Enable

No steps are required to enable this feature.

Copy Map Templates

Customize a copy map template to meet specific business needs by creating a duplicate standard map. Nine standard maps are available, and administrators can use one of the standard maps or define custom maps to use for common flows such as copying an opportunity or converting a lead to an opportunity.

Steps to Enable

No steps are required to enable this feature.

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

Quick Setup Templates

Quick Setup Templates are designed to speed up your deployment of Oracle Sales Cloud by providing a launch pad with links to the setup tasks you carry out from the Setup and Maintenance work area, Scheduled Processes work area, and other work areas.

There are two variations of the implementation project available for you to choose from:

• Quick Setup Core Sales: Use this implementation project to set up accounts, contacts, opportunities and territory management.
• Quick Setup Sales: Use this implementation project to set up sales campaigns, leads, sales quotas, and sales forecasting, in addition to the core sales features.

You can use the implementation projects as-is or tailor them to your specific deployment needs.

Steps to Enable

Download the implementation project to your computer from Oracle Sales Cloud: Getting Started with Your Implementation: Quick Import Macros (Doc ID 2229503.1) available on My Oracle Support. Then, follow the instructions in the Oracle Sales Cloud Getting Started with Your Implementation guide to import the template into your environment.

Key Resources

• Oracle Sales Cloud: Getting Started with Your Implementation: Quick Import Macros (Doc ID 2229503.1) available on My Oracle Support.
• Getting Started with Your Sales Cloud Implementation

Quick Import Macros

Quick Import Macros are designed to speed up and simplify the import of small data sets of key objects (up to 1000 records) for your on-boarding needs. The macros help you by validating your data entries, providing list of values, and automatically populating constant values. After you enter your data, you can create the import activity directly from the macro and also monitor the progress from within the macro itself.

Macros are available for importing data for the following objects:

• Sales Users
• Products and Product Groups
• Accounts
• Contacts
• Account Hierarchy
• Leads
• Opportunities

You can also extend the macros to include additional standard and company-defined fields. The macros can also serve as a learning tool for more complex import scenarios.

Microsoft Excel Macro Used to Import Data into Oracle Sales Cloud

Quick Import Macros were first introduced in Release 11 and were enhanced to support:

• Create the root product group and product groups simultaneously.
• Import multiple addresses for accounts.
• Associate the appropriate owner with accounts, contacts, and opportunity records using the owner email address instead of Party ID or Party Number.
• Add the contact name prefix and flag the primary contact for an account when importing contact records.

Steps to Enable

Download the macros and the required mapping files from Oracle Sales Cloud: Getting Started with Your Implementation: Quick Import Macros (Doc ID 2229503.1) available on My Oracle Support. Instructions for using the Excel macros are included in the Getting Started Your Implementation guide.

Key Resources

• Oracle Sales Cloud: Getting Started with Your Implementation: Quick Import Macros (Doc ID 2229503.1) available on My Oracle Support.
• Getting Started with Your Sales Cloud Implementation

Update 17C

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
01 SEP 2017		Created initial document.

Overview

As part of Oracle’s Customer Experience 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.

This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

GIVE US FEEDBACK

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

Optional Uptake of New Features (Opt In)

We continue to add many new features to Oracle Cloud Applications and we now give you the option to take advantage of new functionality at a pace that suits you. The ‘New Features UI’ is available to you from your cloud homepage, where you can make your choices and do any configuration necessary.

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 12.
• If you have not yet done so, review the introduction guide to upgrades: Release Upgrade Planning (Doc ID 2016981.1) on My Oracle Support
• Review the latest Known Issues and Update Documents for this release (Doc ID 1603154.1) on My Oracle Support.

Release Feature Summary

	Action Required to Enable Feature
Feature	Automatically Available	End User Action Required	Administrator Action Required	Oracle Service Request Required
Core Sales Force Automation
Accounts, Contacts, and Households
Option to Add Accounts From Data Cloud
Account Hierarchy Drilldown
Business Plans
Integration of Business Plans with Oracle Social Network
Account Business Plans
Opportunities
Groovy Scripts for Assessments
Opportunity Copy Map
Product Subtab
Calendar and Activities
All Activities Record Set Available at User Level
Products & Promotions
Child Object for Products
User-Friendly Display Names for Import
Image Attachments
CX Cloud Mobile
Call Report Customization
Dynamic Layouts by Country
Complete Offline Read and Write
Navigation Panel Customization
New Asset Attributes for Sales Predictor Rules
Sales Analytics
Sales Campaign Reporting
Partner Relationship Management
Pending My Approval Record Set for MDF Requests and Claims
MDF Export
MDF Global Search
Deal Registration in Global Search
Deal Registration Territory Customization
Partner Territory Assignment
Deal Registration Analytics Subtab Including Drilldown Support
Customer Data Management
Option to Add Fields for Party Selection
Primary Name Only for Address Geography Selection
Improved Field Selection for Duplicate Identification Batch Creation
Option to Search Multiple Addresses from Address Verification
Sales Performance Management
Territory Management
Automatic Activation of Future Dated Proposals
Enterprise Contracts
Contract Expert Using Web Services
Contract Renewal Rules
Contract Line Cancellation
Configuration and Customization
Application Composer
More Dynamic Choice List Fields Available as Related Objects
Sales and Service Tags for Objects
Link to Object Details in Approval Notifications
Delete Unpublished User Interface Artifacts
Dynamic Filtering for Custom Subtabs
'Current User' Filter for Custom Object Saved Search
Integrations
Asset Standard Object Business Event
Setup and Maintenance
File-Based Data Import / Export
Multiple Files for Exports that Exceed Maximums
Simplified Setup
Predefined Role Provisioning Rule for Sales Restricted User Role
Partner Contacts Global Search

Core Sales Force Automation

CX Foundation includes capabilities designed to meet the specific needs of reps and managers and gives them access to information.

Accounts, Contacts, and Households

Build solid business relationships with a complete and accurate view of your accounts, contacts and households.

Option to Add Accounts From Data Cloud

Search for and add new accounts from Data Cloud accounts from within Oracle Sales Cloud. Using the new Add Accounts from Data Cloud option, you can add a new account and related contacts that include valuable Dunn and Bradstreet data attributes such as name, industry, revenue and location.

Steps to Enable

No steps are required to enable this feature.

Account Hierarchy Drilldown

Navigate directly to an account from the account hierarchy.  Links on account names allow you to drill down from within the account hierarchy or parent account in order to view or update account details.

Steps to Enable

No steps are required to enable this feature.

Business Plans

Integration of Business Plans with Oracle Social Network

Collaborate in a social network by sharing business plan information. The integration of Business Plans with Oracle Social Network offers contextual based social collaboration, providing the ability for users to create a business plan and engage within a social wall and participate in related conversations directly from within the Business Plan subtab.

You Can Collaborate in a Social Network by Sharing Business Plan Information

Steps to Enable

No steps are required to enable this feature.

Account Business Plans

Create Business Plans for Accounts. Account Planning allows you to maximize revenue from key accounts by taking a systematic approach in identifying account potential, enhancing relationships, and pursuing opportunities. It also lets sales teams focus their efforts where the greatest ROI is expected. Account business plan objectives, that represent measurable targets for any plan, allow you to track attainment and specify targets broken down by time periods, product lines, geographies, and accounts.

You Can Create and Update a Business Plan for an Account.

You Can See a List of the Business Plans Associated with an Account.

Steps to Enable

No steps are required to enable this feature.

Opportunities

Track the full life cycle of an opportunity, from creation through every stage until it's closed.

Groovy Scripts for Assessments

Use Groovy scripts and object workflow to add logic to assessments.  Groovy scripts allows validation rules and triggers to be defined to meet your assessment business needs.

Steps to Enable

No steps are required to enable this feature.

Opportunity Copy Map

Accurately copy opportunity data and use it effectively to create new opportunities quickly. The copy map allows you to map the child objects and attributes in the source opportunity to objects and attributes in the new opportunity. You can also leverage expressions and conditions to populate attributes.

Steps to Enable

You Can Map the Child Objects and Attributes in the Source Opportunity to Objects and Attributes in a New Opportunity.

Product Subtab

View and enter opportunity revenue line items efficiently. The Product subtab displays the opportunity revenue table, allowing you to see more revenue line items at a glance.

You Can View and Enter Opportunity Revenue Line Items on the Products Subtab

Steps to Enable

You can expose the Product subtab from the Opportunity Detail page layout.

1. Login to the application as an administrator.
2. Go to Application Composer.
3. Go to Opportunity > Pages > Details Layout.
4. Create a duplicate layout and navigate to that layout.
5. In the Subtabs Regions click the Edit icon.
6. In the Configure Subtabs window, move Products from the Available Subtabs region to the Selected Subtabs region.
7. Click OK.

Calendar and Activities

See all of your activities in one place and quickly add appointments, create tasks and log calls related to your accounts, contacts, households, partners, leads and opportunities.

All Activities Record Set Available at User Level

Offer specific users access to the All Records I Can See record set. A new profile option allows you to enable all records at the user level in addition to the site level. This advanced search option is helpful for those in senior roles like VPs or Executives, offering them an overview of activities in the entire sales organization.

If Set by Your Administrator, Then You Can See All  the Activities Record Set

Steps to Enable

1. Login to the application as an administrator.
2. Go to the Setup and Maintenance work area.
3. Select the Sales offering.
4. Search for the Manage Activity Profile Options task and go to the task page.
5. On the Manage Activity Profile Options page, select the ZMM_ACTIVITY_ENABLE_ALL_RECORDS profile option.
6. Add a row.
7. In the new row:
   1. Select User as the Profile Level.
   2. Select a user in the User Name field.
   3. Set the Profile Value to Yes.
8. Click Save and Close.

Products & Promotions

Child Object for Products

Add a child object to the Product object from within Application Composer.  Once added, the child object appears as a subtab on the Product page. The child object offers create, update and delete operations through the user interface, REST services and import / export.

Once Added, You Can See the Service Requests Subtab on the Product Page

Steps to Enable

1. Login to the application as an administrator.
2. Go to the Product: Overview page.
3. Create a child object for Product.
4. Create a subtab in the Edit Product Details custom layout using the child object you created.
5. Add applicable fields in the subtab.
6. Select applicable actions.
7. Click Save and Close.

User-Friendly Display Names for Import

Map user-friendly display names to target attributes for Import. When creating import maps, you can now see display names that you can use to map target attributes for the Product Group, Product, and Price Book objects to columns in the import file within the import activity setup task.

You Can See User-Friendly Target Attribute Names for Product Mapping

Steps to Enable

No steps are required to enable this feature.

Image Attachments

Use import to associate, update, and delete image attachments for products and product groups.

Steps to Enable

No steps are required to enable this feature.

CX Cloud Mobile

Empower your sales reps so they can achieve maximum productivity while in or away from the office. To begin using Release 13 mobile apps, download the latest version from the Apple App Store (iOS) or Google Play (Android).

Call Report Customization

Customize call report and create and edit views that are used in the Oracle CX Cloud Mobile app. Using the Mobile App Composer, you can add custom fields and remove both standard and custom objects related to the Activity object.

You Can Edit the Sales Rep Layout and Add Applicable Fields to the Layout

Steps to Enable

No steps are required to enable this feature.

Dynamic Layouts by Country

Define country-specific page layouts for the Oracle CX Cloud Mobile App. Sales representatives can see appropriate page layouts in the mobile app, based on their country preference setting.

You Can See a Layout that Is Specifically Designed for the Region that You Belong To

Steps to Enable

No steps are required to enable this feature.

Complete Offline Read and Write

Use the Oracle CX Cloud Mobile Application in areas with poor or no network connectivity.  You can view records from Sales Cloud or Engagement Cloud which are stored locally on your smartphone. You can also create or update contacts, opportunities or custom objects . When you reconnect to the network, all offline changes are synchronized with Oracle Sales Cloud.

The data stored by the Oracle CX Cloud Mobile application is stored secured and associated with the logged-in user. If your business requires that a different user be able to access the data on the device, that user must have privileged access granted through the security console.  

NOTE: If a different user without privileged access attempts to log into the device, then all data on the device will be erased.

You Can Create and Update Records Even When There Is No Connectivity.

Steps to Enable

No steps are required to enable this feature.

Navigation Panel Customization

Customize the navigation panel in Oracle CX Cloud Mobile.  You can add new menu items or remove existing menu items that appear on the side navigation panel.

You Can Add New Menu Items or Remove Existing Menu Items that Appear on the Side Navigation Panel

Steps to Enable

No steps are required to enable this feature.

New Asset Attributes for Sales Predictor Rules

Define prediction and eligibility rules for the Asset object and related asset attributes. These rules allow recommendations by a combination of Asset, Account, Product, and Opportunities.

You Can Define a Prediction Rule that Allows a Recommendation

Steps to Enable

No steps are required to enable this feature.

Role Information

Sales Analyst

Sales Analytics

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

Sales Campaign Reporting

Create reports on Sales Campaign standard and custom attributes.

Sales Campaign is included as a new dimension folder in the subject areas that has Marketing source as a dimension. You can now see all the custom attributes created for Sales campaign that can be included in the reports created from BI answers.

Sales Campaign and Extension Dimension

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.

Pending My Approval Record Set for MDF Requests and Claims

Efficiently find MDF requests and claims that are pending your approval. The advanced search section of the MDF request and the MDF claim pages now include Pending My Approval record sets.  These new record sets allow approvers to create saved searches and quickly locate the MDF requests and the MDF claims that are pending approval.

You Can Search for MDF Requests and Claims that Are Pending for Your Approval

Steps to Enable

No steps are required to enable this feature.

MDF Export

Export Market Development Funds (MDF) budget, request, and claim data from Oracle Sales Cloud to a text file. You can select a parent, child, or custom object and export to a zip file containing a separate file for each MDF object selected. The output data contains only those records that match the specified filter criteria.

You Can Export All the Transactions of an MDF Object

You can export the following MDF objects:

• MDF Budgets
  • MDF Budget Countries
  • MDF Budget Team
• MDF Requests
  • MDF Request Team
• MDF Claims
  • MDF Claims
  • MDF Claim settlements

You Can Extract MDF Data from Oracle Sales Cloud so that You Can Use the Data in a External Application

Steps to Enable

No steps are required to enable this feature.

Role Information

• Channel Operations Manager
• Sales Administrator

MDF Global Search

Benefit from global search to find one or multiple MDF records regardless of which UI you are on. 

If enabled, you can search for MDF budget, MDF request, and MDF claim records.  Make your search more efficient by using filters and limiting the objects that will be searched.  Once you get the search results, you can quickly drill down to a specific record to obtain more details.

You Can Quickly Search for MDF-Related Records in the Global Area.

Steps to Enable

1. Activate MDF Claims for global search.
   1. Login as sales administrator and go to the Setup and Maintenance work area.
   2. Select the Sales offering.
   3. Search for the Manage Search View Objects task and go to the task.
   4. Select the row corresponding to the MDF Claims object and click Activate.
2. Manage the display of search result attributes that determine how accurately you can identify the transactions. You can add or remove attributes to make sure your users identify the transactions as quickly as possible.
   1. Click MDF Claims to go to the Edit Search View Object: MDF Claims page.
   2. Configure Title, fixed Content, and Body.
3. Define the search schedule and period to determine how updated the global search results are.
   1. Configure Index Schedule and Index Period.

Role Information

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

Deal Registration in Global Search

Allows the search for one or multiple deal registration records by entering keywords in the global search box in the global area.

You Can Quickly Search for Deal Registration Related Records in the Global Area.

Steps to Enable

1. Activate Deals for global search.
   1. Login as sales administrator and go to the Setup and Maintenance work area.
   2. Select the Sales offering.
   3. Search for the Manage Search View Objects task and go to the task.
   4. Select the row corresponding to the Deals object and click Activate.
2. Manage the display of search result attributes that determine how accurately you can identify the transactions. You can add or remove attributes to make sure your users identify the transactions as quickly as possible.
   1. Click Deals to go to the Edit Search View Object: Deals page.
   2. Configure Title, fixed Content, and Body.
3. Define the search schedule and period to determine how updated the global search results are.
   1. Select the Frequency Type of the Index Schedule.

Role Information

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

Deal Registration Territory Customization

The Deal Registration Territory table on the Team subtab (Territory show filter) can now be customized through Application Composer to add or remove out-of-the-box standard fields.

You Can Configure the Deal Territory Table

Steps to Enable

You Can Add or Remove Standard Fields

Partner Territory Assignment

Channel users can now invoke territory assignment for a partner account from within the partner object user interface. The list of assigned territories can be viewed on the partner teams tab.

You Can Assign Territories to a Team

Steps to Enable

No steps are required to enable this feature.

Role Information

• Channel Account Manager
• Channel Sales Manager
• Channel Operations Manager

Deal Registration Analytics Subtab Including Drilldown Support

Support the ability to add the Analytics subtab on the Deal Registration landing list and Edit Deal Registration pages, and allow drill down from BI report to transaction pages.

You Can Edit Analytics Related to Deal Registrations.

Steps to Enable

You can expose the Deal Registration Analytics subtab on the Edit Deal Registration page through the Application Composer.

To add report contact to the Analytics subtab go to the Page Composer. Click Add Content and select the appropriate reports to show.

You can also expose the Analytics sub tab on the Deal Registration landing page. This is done through Tools > Structure. Set the Analytics sub tab Visible setting to Yes.

Customer Data Management

Oracle Customer Data Management enables organizations to consolidate and maintain a best version customer profile that sales reps and sales managers can trust.

Option to Add Fields for Party Selection

Enable data stewards to find and select the correct party members when creating account hierarchies. You now have the option to add more attributes from the account, contact, and household objects to the Search and Select picker on the Create Hierarchy page. You can add both standard and custom fields to the Search section or the Result section of the Add Members page.

Steps to Enable

No steps are required to enable this feature.

Primary Name Only for Address Geography Selection

Display only the primary names for geographies in the list of values for address selection. A new profile option makes it possible to disable alternate names for address geographies so the list of values is uncluttered and it is easy for reps to find the correct geography.

When You Enter an Address, You See the Primary Name.

Steps to Enable

Enable the profile, HZ_ADDRESS_DISABLE_ALT_NAMES, to see the primary name in the address geography list. By default the value is 'No'.

Improved Field Selection for Duplicate Identification Batch Creation

Use additional standard or custom fields of an account or contact to define a batch of records for duplicate identification. Add the required fields to two new lookups, ZCH_MATCH_OBJ_PERSON and ZCH_MATCH_OBJ_ORGANIZATION. These fields will be available for selection when creating a duplicate identification batch.

Steps to Enable

No steps are required to enable this feature.

Option to Search Multiple Addresses from Address Verification

Allow sales representatives to search and select from multiple similar addresses when verifying account or contact addresses using Data Cloud Address Verification Service.

You Can Select the Most Appropriate Address from a List of Similar Verified Addresses.

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.

Territory Management

Model and evaluate sales territories and define sales objectives and quotas to ensure optimal territory coverage. Use advanced modeling and analytics to evaluate and affect sales performance.

Automatic Activation of Future Dated Proposals

Territory proposals that are future dated will be automatically activated on that future date. You don't need to remember to schedule the Run Territory Proposal Activation process. When a proposal is scheduled for the future, the proposal activation job will be scheduled automatically.

Steps to Enable

No steps are required to enable this feature.

Enterprise Contracts

Contract Expert Using Web Services

Leverage the strength of Contract Expert functionality by running it using a web service from other applications. Contract Expert uses a rules-based engine to automatically assess and apply additional clauses that are required for a contract and returns relevant terms and conditions.

Use a web service to return contract terms and conditions in HTML and RTF format. This allows you to take advantage of terms created using Enterprise Contracts in your external applications.

Steps to Enable

No steps are required to enable this feature.

Contract Renewal Rules

Control how your contracts and lines are renewed by using contract header and line renewal rules.

You Can Set Up a Contract Renewal Rule Template

You Can Map a Contract Renewal Template to Conditions

Steps to Enable

Define the renewal rule template based on your organization's renewal policies.

Contract Line Cancellation

You can now select contract lines individually and cancel them without canceling the entire contract.

To Cancel a Contract Line Select Cancel from the Actions Menu

You Can See the Status of a Cancelled Line.

Steps to Enable

No steps are required to enable this feature.

Configuration and Customization

Oracle's standards-based, open, flexible and unified CX platform makes it easy for developers to rapidly build and deploy a wide variety of applications or to integrate with and extend Oracle CX Sales.

Application Composer

Oracle CX Application Composer is a tool that enables you to extend and customize the application to meet the unique needs of your business.

More Dynamic Choice List Fields Available as Related Objects

Create custom subject areas with activity, sales lead, or opportunity as the primary object and have the option to select the standard dynamic choice list fields from that primary object as related objects. When creating a custom subject area, you can do the following:

• Add account, contact, household, opportunity, sales lead, or owner as related objects when activity is the primary object of the custom subject area.
• Add owner as a related object when sales lead or opportunity is the primary object of the custom subject area.

Dynamic Choice Lists as Related Objects While Creating Custom Subject Area

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

This is available only when activities, leads or opportunities are selected as the Primary objects

Sales and Service Tags for Objects

See which objects are for sales cloud and which are for service cloud. Standard objects are now shipped designated with sales or service tags. You can filter the objects displayed in the object tree in Application Composer by these tags. You can also add sales and service tags to custom objects.

If Appropriately Tagged, Then You Can See Which Are for Sales Cloud and Which Are for Service Cloud.

Steps to Enable

No steps are required to enable this feature.

Link to Object Details in Approval Notifications

For custom approval processes, the approval notification now contains a link to the details page of the record to be approved. Approvers can drill down and view the details before they approve or reject the request.

You Can Go to an Opportunity from a Custom Approval Notification.

Steps to Enable

No steps are required to enable this feature.

Delete Unpublished User Interface Artifacts

Delete unpublished dynamic layouts, field groups, summary boxes, or subtabs from the sandbox. This allows you to remove unwanted page configurations in the current sandbox before it is published to mainline.

NOTE: Published and standard content cannot be deleted.

You Can Delete a Subtab from the Sandbox.

Steps to Enable

No steps are required to enable this feature.

Dynamic Filtering for Custom Subtabs

Apply page context driven search criteria on the target object in a custom one-to-many or many-to-many relationship. This allows you to constrain the number of records the user can add to a sub tab built on that relationship. These constraints are helpful in showing reps only what they are allowed to add to a sub tab. For example, when users add a product to log a trouble ticket, they can only choose from assets of the account.

You Can Apply a Page Context Driven Search Criteria on the Target Object in a Custom One-to-Many or Many-to-Many Relationship.

Steps to Enable

No steps are required to enable this feature.

'Current User' Filter for Custom Object Saved Search

A pre-defined search filter “Current User” is now available. The filter is automatically available in the field filter list when searching on the standard fields “Created By” and “Last Updated by”, as well as on a custom dynamic choice list field that accesses the Resource object.

Pre-Defined Current User Filter

Steps to Enable

No steps are required to enable this feature.

Integrations

In addition to providing a wide set of prebuilt integrations, Oracle also provides an extensive set of tools and capabilities for building custom integration flows.

Asset Standard Object Business Event

Customer can build integrations for the Asset object using Oracle Integration Cloud Service. In addition to Oracle’s core integration capabilities such as Web services and file import and export, you can build integrations for CRUD operations using the new Asset standard public business events using Oracle Integration Cloud Service.

Steps to Enable

No steps are required to enable this feature.

Setup and Maintenance

Oracle's Setup and Maintenance tools offer easy-to-use tools to accelerate your implementation.

File-Based Data Import / Export

Import data from external sources and export data from Oracle CX Sales using CSV or XML files.

Multiple Files for Exports that Exceed Maximums

The export function generates an output file containing all records matching the requested export criteria. In some cases this can result in output files that exceed the maximum number of rows allowed in external tools. Sales Cloud now has a maximum number of records allowed in a single output file. If the selected export criteria exceed this value, Sales Cloud will split the results into multiple files. For example, if the threshold is 1 million records and the selected export criteria result in 1.3 million records, Sales Cloud will generate two export files (e.g. MyResults_001.csv containing 1 million records, and MyResults_002.csv containing 300k records).

Steps to Enable

No steps are required to enable this feature.

Simplified Setup

Oracle continues to invest in best practices and technologies that can simplify application setup and implementation.

Predefined Role Provisioning Rule for Sales Restricted User Role

Provide view-only access to data in Oracle Sales Cloud through the Sales Restricted User Resource role.  The new role provisioning rule for the Sales Restricted User Resource role offers predefined role mapping that maps the Sales Restricted User Resource Role to the Sales Restricted user Job role. Users mapped to this resource role can now get limited edit access to Sales Cloud data and functions and read access to all Sales Cloud data.

The New Role Provisioning Rule Maps the Sales Restricted User Resource Role to the Sales Restricted User Job Role

Steps to Enable

For CRM only implementation, the role provisioning rules are created at the time of provisioning their environment. However, if you have purchased licenses for multiple cloud products, then you must create these rules manually.

To create the role provisioning rule manually for sales restricted user resource role, you need to perform the following steps.

1. From Users and Security Functional Area in the Sales Offering, launch the Manage HCM Role Provisioning Rules task.
2. Enter the Sales Restricted User as the Mapping Name.
3. In the Conditions section, choose Active as the HR Assignment Status and Sales Restricted User as the Resource Role.
4. In the Associated Roles section, add Sales Restricted User application job role and the resource job role.
5. Save your changes.

Partner Contacts Global Search

Search and access partner contacts from global search directly. Users can now search for partner contacts in global search and can also filter the global search results by Partner Contacts category. This enables the users to access partner contacts from anywhere within the application improving user experience and efficiency.

You Can Search for Partner Contacts in Global Search.

Steps to Enable

1. Activate Partner Contacts for global search.
   1. Login as sales administrator and go to the Setup and Maintenance work area.
   2. Select the Sales offering.
   3. Search for the Manage Search View Objects task and go to the task.
   4. Select the row corresponding to the Partner Contacts object and click Activate.
2. Manage the display of search result attributes that determine how accurately you can identify the transactions. You can add or remove attributes to make sure your users identify the transactions as quickly as possible.
   1. Click Deals to go to the Edit Search View Object: Partner Contacts page.
   2. Configure Title, fixed Content, and Body.
3. Define the search schedule and period to determine how updated the global search results are.
   1. Select the Frequency Type of the Index Schedule.

Tips And Considerations

• Managing display of search result attributes will determine how accurately users can identify the partner contact the user is searching for.
• Defining Index Schedule and Period for will determine how updated the global search results are.

Role Information

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

Update 17B

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
11 MAY 2018	Migrate Classic Dashboard to Sales Infolet/Sales Pages	Updated document. Feature delivered in update 17B.
20 APR 2018	Oracle Sales Cloud for Office 365	Updated document. Removed feature from update 17B.
07 MAR 2018	Streamlined Sales Offering	Updated document. Revised feature description.
07 MAR 2018	Post-Update Tasks > Enable New Sales Offering	Updated document. Revised feature information.
05 MAR 2018	Post-Update Tasks > Update Application URLs	Updated document. Revised feature information.
05 FEB 2018	Analytics for Sales Lightbox	Updated document. Revised feature information.
28 NOV 2017	Partner Contact Hierarchy Management	Updated document. Revised feature information.
28 SEP 2017	Enhanced Field Constraints for Standard Fields	Updated document. Revised feature information.
28 SEP 2017	Dynamic Filtering for Custom DCLs	Updated document. Revised feature information.
28 SEP 2017	Application Composer	Updated document. Revised feature information.
12 SEP 2017	Full Offline Create and Edit	Updated document. Removed feature from update 17B.
12 SEP 2017	Tablet App Composer	Updated document. Removed feature from update 17B.
25 AUG 2017	Enhanced Search Result Order	Updated document. Removed feature from update 17B.
21 APR 2017		Created initial document.

Overview

As part of Oracle’s Customer Experience 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. 

Sales Cloud Release 13 includes enhancements to the CX Enterprise mobile application and Sales Data Visualization, a new email integration option for sales teams using Outlook 365, more advanced content and list management and an array of new capabilities that increase sales rep productivity.

This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

GIVE US FEEDBACK

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

Optional Uptake of New Features (Opt In)

We continue to add many new features to Oracle Cloud Applications and we now give you the option to take advantage of new functionality at a pace that suits you. The ‘New Features UI’ is available to you from your cloud homepage, where you can make your choices and do any configuration necessary.

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 update 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.
• Review the latest Known Issues and Update Documents for this release (Doc ID 1603154.1) on My Oracle Support.
• Upgrade Guide for Oracle Sales Cloud Application Security (Doc ID 1989500.1) on My Oracle Support.

Release Feature Summary

	Action Required to Enable Feature
Feature	Automatically Available	End User Action Required	Administrator Action Required	Oracle Service Request Required
Sales Analytics
Enhanced Sales Data Visualization
Report Drill Down from Sidetabs
Enhanced User Reporting
Account and Contact Reporting When No Relationship Exists
Migrate Classic Dashboard to Sales Infolet/Sales Pages
Core Sales Force Automation
Global Search and List Management
Column Management
Option to Disable Fuzzy Search
Current User Lists
Additional Search Operators for Text and Choice List Fields
Rolling Time Filters
Mass Update within Lists
Global Search Index Analysis
Sales Predictor
New Account Attributes for Recommendations Model Training
Account, Contacts and Households
Rule Filtering for Account Assignment
Calendar and Activities
Asset Calendar
Ad Hoc Call Reporting
Assets
Assets Object
Leads
Enhanced Lead-to-Opportunity Conversion
Task Templates for Leads
Opportunities
Territory Based Resource Assignment Option
Product Eligibility Checks
Assessments
Multiple Assessments
Forecasting
Simplified Forecasting Administration
Concurrent Forecasts
Forecast Item Snapshot History
Forecast Search by Territory Owner
Sales Lightbox
Analytics for Sales Lightbox
Shared Access List
PDF Page Split
Related Subtabs
Feedback for Lightbox Documents and Pages
Products and Promotions
Product Eligibility
Product Groups Selection
Optional Territory Filter
Image Enlargement
Productivity Apps for Email
Oracle Sales Cloud for Outlook
Health Monitor
Configuration and Customization Options
Partner Relationship Management
One-Step Active Partner Creation
Audit Reporting
Embedded Conversations Related to Partners and Deal Registrations
Prebuilt Reports for Partners
Business Plan Enhancements
Deal Registration Total Amount Calculation
Deal Registration Copy
Pending My Approval List in Deal Registration
Partner Assets Subtab
Partner Contact Hierarchy Management
Partner Territory View
Customer Data Management
Custom Match Scoring
Optional Exact Name Match for Accounts and Contacts
Account Hierarchy Export
Enhanced Security for Personally Identifiable Information (PII)
Enhanced Key Generation
Merge Performance Improvements
Sales Performance Management
Incentive Compensation
Enhanced Collection for New Participants
Enhanced Collection for Participant Updates
Automated Participant Termination Processing
Automated Role Assignments
Payment Enhancements
Individualized Plan Document Text
Auditing for Credit Rules, Participant Goals and Participants
Import Participant Plan Updates
Flexfields for Participant Plans
Participant and Participant Manager Infolets
Territory and Quota Management
Grouping for Split Geographies
Territory Moves
Team Member Management
Metrics for Named Accounts
Simplified Territory Forecast Enablement
Enterprise Contracts
Simplified Terms and Conditions Authoring
Automated Contract Renewal
Status Change History
Clause Import
Web Services for Contracts
Sales Contracts
Import for Sales Agreements
Configuration and Customization
Application Composer
Enhanced Field Constraints for Standard Fields
Default Parent Context to Custom Subtabs
Mass Update Configuration
Dynamic Filtering for Custom DCLs
Dynamic Choice Lists Auto-Suggest Supports “Contains” for Custom Objects
Custom Subject Area Enhancements
Integrations
Public Event Support
RESTful Web Services
Groovy Script Actions in Object Workflows
Setup and Maintenance
File-Based Data Import/Export
Display Names
Alternate Keys for Custom Objects and Relationships
Maximum Record Count Functional Limiter
Import for M:M Relationships
Import-Based Assignment Using Email Address
Simplified Object Model
Input File Download
Enhanced Import/Export for Accounts and Contacts
Enhanced Templates for Opportunity Import
Simplified Setup
Streamlined Sales Offering
Quick Setup
Nokia Geography Data Enhancements
Sales and Service Role Mappings
Security
Predefined Role for Read-Only Access
Post-Update Tasks

Sales Analytics

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

Enhanced Sales Data Visualization

Enable quick access to sales data with the new, prebuilt Data Visualization content pack for Sales VPs. The new content pack includes quarterly business reviews, pipeline analysis, product line reviews, competitor analysis, sales team performance analytics and more. 

You Can View These Reports that You Can Use to Jumpstart Data Visualizations.

Additional enhancements to Sales Data Visualization include the following:

• Data connectors for additional data sources such as Salesforce, IBM DB2 and Microsoft SQL Server
• More chart types that provide a rich palette of visualizations
• Advanced analytic functions such as forecasts and trend lines

You Can See Information Related to Open Opportunities.

You Can See Your Team’s Performance and Measure it Against Respective Quotas.

NOTE: Data Visualization is not available by default. It requires a separate license.

Steps to Enable

1. Importing the Data Visualization Application (dva) file
   1. Download the desired content pack zipped file. Extract the contents of the zipped files into a folder on your local drive, if you have not already done so. 
   2. Ensure that the extracted files contain a .dva file. This is the data visualization file that we will import into Oracle Data Visualization Desktop.
   3. Start Data Visualization Desktop. Go to Start -> Programs -> Oracle Data Visualization Desktop.
   4. Once Data Visualization Desktop is open, import the dva file that you extracted from the zipped file.
   5. You will be required to provide a password at the time of import. The password for these dva files is “welcome”, all lower case.
2. Extract Web Catalog into the Cloud OTBI instance (for customer deployments only)
   1. Extract the web catalog (.catalog file) into the OTBI instance at the predefined folder location: /Shared Folders/Custom/Data Visualization Applications/CX.  Create the folders Data Visualization Applications/CX if they do not exist. 
3. Update Source Connections
   1. After importing the Data Visualization Application (.dva file), you will need to first update the connections to the OTBI cloud instance prior to opening the individual projects.   
   2. Within the Oracle Data Visualization Desktop application, navigate to Data Sources and click on Connections.
   3. Select the desired connection, based on the persona of the application file (For example, a Sales VP persona will be mapped to Oracle Sales Cloud – Sales VP). Click on “Edit”.
   4. This will provide the configuration window to update the analytics URL, user name and password associated with the Sales Cloud OTBI environment. Enter the details and click on Save to connect to OTBI & test the connection.
   5. Next, select the data sources associated with that connection and reload the data. Once the reload is successful you are now ready to use the sample content pack with the OTBI connections restored.
   6. If the connections were successful, the canvas for these DV projects will light up with data.

Key Resources

• For a demonstration of this enhancement, see the Sales Analytics release training on the Customer Experience Release Readiness page.

Report Drill Down from Sidetabs

View report details by drilling down to view underlying data. Reports embedded within sidetabs on list pages and subtabs on edit pages now offer drilldown capabilities.

You Can View Object Records from the BI Report Without Having to Go to the Corresponding Object’s Page and Search for That Record.

Steps to Enable

You can set up the Report Drill Down feature from BI Answers.

1. Select column Properties for an attribute in BI report.
2. Go to the Interactions tab.
3. Add ADF Contextual Action as an Action Link.

Tips And Considerations

Make sure that the object unique ID (Opportunity Id) in case of Opportunity object is added to the report for ADF contextual event to work.(It can be hidden in the results, but is required)

Key Resources

• For a demonstration of this enhancement, see the Sales Analytics release training on the Customer Experience Release Readiness page.

Enhanced User Reporting

Create reports that include data currently associated with a CX Sales user.  The Resource/Employee dimension is now extended to make the following attributes visible:

• Current User Status
• User Address Location
• Hire Date

You Can Create Reports for All the Resources for a Specific City or Country or Create Reports Based on the Resource Status.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

• For a demonstration of this enhancement, see the Sales Analytics release training on the Customer Experience Release Readiness page.

Account and Contact Reporting When No Relationship Exists

Analyze accounts and contacts that have no relationship to other accounts and contacts and no associated revenue. With this change, all accounts and contacts created in the system are displayed in reports, such as reports that display the number of accounts and contacts created for a given time period.

You Can Now Develop Custom Reports Providing Comprehensive Details on Accounts and Contacts. You Can Also Provide Information on Accounts and Contacts that Have No Association with Any Other Objects.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

• For a demonstration of this enhancement, see the Sales Analytics release training on the Customer Experience Release Readiness page.

Migrate Classic Dashboard to Sales Infolet/Sales Pages

The Dashboard page in the Sales offering is not supported. You must move your Business Intelligence (BI) content from the Sales Dashboard pages to the Sales pages before you begin your upgrade.

Sales Pages

Steps to Enable

1. In an active sandbox, go to Navigator > Structure.
2. There are five Sales pages available. Select the Sales Pages that you want to enable.

Enable Sales Pages

Tips And Considerations

1. Refer the document Oracle Sales and Engagement Cloud: Performing Your Release 13 Upgrade (Doc ID 2253572.1)
2. Under the section "BEFORE YOUR UPGRADE"; refer the sub-section: "Move your sales users from the desktop (classic) pages to the streamlined simplified pages"
3. Refer Simplified Pages: Transitioning to Simplified Pages (Oracle Sales Cloud) (Doc ID 1663336.1) on this new documentation link

Key Resources

Please refer the Release 12 document for the Sales Pages details

Core Sales Force Automation

CX Foundation includes capabilities designed to meet the specific needs of reps and managers and gives them access to information.

Global Search and List Management

For critical sales information use global search or list management to create your own lists.

Column Management

Manage the columns displayed in lists. Sales reps can display, hide and reorder columns and save column configurations using the Manage Columns option. They can also save their changes using the Save Search with Layout option. Sales reps can manage list columns for top-level standard or custom objects.

Within Application Composer, sales administrators can define the default column order, select the columns that sales reps can manage and can define which columns are hidden for each object.

You Can Show, Hide, and Reorder Columns and Save Column Configuration.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

• For a demonstration of this enhancement, see the Global Search and List Management release training on the Customer Experience Release Readiness page.

Option to Disable Fuzzy Search

Disable similar spelling in search results, called fuzzy search, for all objects in Oracle Sales Cloud.  A new profile option, ZCA LM FUZZY SEARCH, allows you to enable or disable similar spelling results for searches using the Contains operator.  The default value for this new profile option is ‘Yes’, which enables similar spelling search by default.

You Can Disable Similar Spelling Search Result. For Example, the Application Does Not Displays Search Results Similar to “Martha”.

You Can Enable Similar Spelling Search Result. For Example, the Application Also Displays Search Results Similar to “Martha”.

Steps to Enable

To disable fuzzy search perform the following:

1. Login to the application as a sales administrator.
2. Go to the Setup and Maintenance work area.
3. Search for and go to the Manage Administrator Profile Values task.
4. Search for the Include Similar Results in Searches (ZCA_LM_FUZZY_SEARCH) profile option.
5. Set the value to No.
6. Click Save and Close.

Key Resources

• For a demonstration of this enhancement, see the Global Search and List Management release training on the Customer Experience Release Readiness page.

Current User Lists

Add Current User as a search operator for the Created By and Last Updated By fields for both standard and custom objects and for resource searches in custom dynamic choice list fields. The Current User search operator enables sales reps to create saved searches to find records created or recently updated by the current user or find the current user in custom dynamic choice list fields for resources. 

You Can Search More Efficiently Using the Current User Option.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

• For a demonstration of this enhancement, see the Global Search and List Management release training on the Customer Experience Release Readiness page.

Additional Search Operators for Text and Choice List Fields

Provide additional search options by configuring the following operators for these non-mandatory, standard or custom field types:

• Text fields: Is Blank and Is Not Blank operators
  
  

                 You Can Search Using the "Is blank" and "Is not blank" Search Operators.

• Fixed Choice List and Dynamic Choice List fields: Is Blank, Is Not Blank, and Does Not Equal operators
  
  

                 You Can search Using the Fixed Choice List and Dynamic Choice List Fields.

Steps to Enable

1. Login to the application as a sales administrator.
2. Go to the Setup and Maintenance work area.
3. Search for the Manage Administrator Profile Values task.
4. Set these following profile options to Yes:

• ZCA_ENABLE_ADDITIONAL_TEXT_OPERATORS
• ZCA_ENABLE_ADDITIONAL_LOV_OPERATORS

5. Click Save and Close.

Key Resources

• For a demonstration of this enhancement, see the Sales Analytics release training on the Customer Experience Release Readiness page.

Rolling Time Filters

Provide search flexibility with rolling time filters.  These new date operators include: yesterday, today, tomorrow, last week, this week, next week, last month, this month, and next month. 

You Can Search Using the Rolling Time Filters.

Steps to Enable

1. Login to the application as a sales administrator.
2. Go to the Setup and Maintenance work area.
3. Search for the Manage Standard Lookups task.
4. Search for the ORA_ZCA_ROLLING_TIME lookup type.
5. Enable or disable appropriate lookup codes as required by your business.
6. Click Save and Close.

Key Resources

• For a demonstration of this enhancement, see the Sales Analytics release training on the Customer Experience Release Readiness page.

Mass Update within Lists

Update one or more fields for multiple records at once from within list pages. Sales reps and managers can select list rows for update and edit updatable fields for accounts, contacts, assets, activities and custom objects in real time. Mass update for leads and opportunities is available as part of a previous CX Sales release.

Administrators can enable the Update button for list pages and can configure which fields are available for mass update for each object. See the Configuration and Customization section for information about Mass Update Configuration.

You Can Select Multiple Rows and Update Their Values.

Mass update is available for Accounts, Contacts, Opportunities, Leads, Activities, Assets, and Custom objects.

Steps to Enable

Configure the landing page layouts in application composer.

1. Go to the lading page layout of the object where you want to enable Mass Update.
2. In the Configure Detail Form: Buttons and Action section, move Update from the Available Actions to the Selected Actions region.
3. In the Configure Mass Update Fields section, move the required fields from the Available Fields to the Selected Fields region.

Configure the following profile options that control the maximum number of records that can be updated in a single mass update operation:

• Accounts: ZCM_MASS_UPDATE_ACCOUNT_THRESHOLD
• Contacts: ZCM_MASS_UPDATE_CONTACT_THRESHOLD
• Leads: MKL_MASS_UPDATE_LEAD_THRESHOLD
• Opportunities: MOO_MASS_UPDATE_OPTY_THRESHOLD
• Activities: ZMM_MASS_UPDATE_THRESHOLD

NOTE: By default these profile options have a value of 25

Tips And Considerations

You should limit the number of records that can be updated. By default, the application is set up to mass update 25 records. Since this is a synchronous operation, you should retain this limit to avoid excessive wait time for the Mass Update action to complete.

Make only those fields visible that are modified in Mass Updates. If there are cross-attribute dependency, then make all the relevant attributes visible on Mass Updates.

Key Resources

• For a demonstration of this enhancement, see the Global Search and List Management release training on the Customer Experience Release Readiness page.

Global Search Index Analysis

See the number of records indexed for a search view object in order to debug if issues arise with indexing or crawling in global search. View the number of indexed records for each search object within the Manage Search View Objects table within the Setup and Maintenance pages.  The search index number will update automatically when the table is refreshed.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

• For a demonstration of this enhancement, see the Global Search and List Management release training on the Customer Experience Release Readiness page.

Sales Predictor

New Account Attributes for Recommendations Model Training

Refine your predictive recommendation models using an expanded set of account-related filters. The predictive model training process within Sales Predictor allows you to segment models by country, territory, customer size, industry, customer status and more and allows you to specify a custom model name for reference. Available filters include both standard and custom account attributes.

You Can Create a Predictive Model Training Process.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

This feature is enabled out of the box and expands current feature set. It is available for users with Sales_Analyst role. Consider using account filters to better segment model and apply when opportunity and account data volumes may be high.

Account, Contacts and Households

Build solid business relationships with a complete and accurate view of your accounts, contacts and households.

Data or information that is used to uniquely identify, contact or locate a person is called Personally Identifiable Information (PII). This information includes data such as social security number, home address and phone numbers, and more. New privileges are now available that allow you to protect the Mobile Phone field data.

For more information, see Customer Data Management > Enhanced Security for Personally Identifiable Information.

Rule Filtering for Account Assignment

Define an order of precedence in order to determine which territory is assigned to an account. When organizations require that only one sales territory is assigned to each account, territory assignment and rule filtering can be used together to ensure that only one territory is assigned, even when overlapping territories exist.  Rule filtering does not apply to partner territories.

You Can Define an Order of Precedence on Territories to Ensure that Only One Territory Is Assigned to an Account.

Steps to Enable

• Go to Setup and Maintenance > Manage Customer Center Assignment Rules and add your business specific rule sets.
• Go to the Manage Administrator Profile Values task and set the ZCA_ACCOUNT_TERRITORY_ASSIGNMENT_RULE to “Account Territory Rule Category”.

Key Resources

• For a demonstration of this enhancement, see the Accounts release training on the Customer Experience Release Readiness page.

Calendar and Activities

See all of your activities in one place and quickly add appointments, create tasks and log calls related to your accounts, contacts, households, partners, leads and opportunities.

Asset Calendar

View all appointments related to an asset in order to help team members better coordinate sales activities.  With the asset calendar you can perform the following:

• View a calendar that displays the schedule of all upcoming appointments related to the asset.
• Save the asset to a list for quick calendar access.
• Determine the owner of each appointment on the calendar.
• Switch between calendar views (day, week and month) with ease.

You Can View All Appointments Related to an Asset in a Single-Calendar View.

Steps to Enable

The Asset Calendar is not enabled by default. You must create an appointment and then associate an asset to that appointment. Once you accomplish this task, then the Asset Calendar is available to all the users.

Key Resources

• For a demonstration of this enhancement, see the Calendar and Activities release training on the Customer Experience Release Readiness page.

Ad Hoc Call Reporting

Create and manage call reports efficiently.  Designed for optimal productivity, ad hoc call reporting enables sales reps and managers to perform the following:

• View call reports within the Activities list pages.
• Create call reports from Activities list pages..

You Can Create a Task from the Task List Using the Log a Call Button.

Steps to Enable

The Create Call Report button is not exposed by default. You can explicitly expose this button on the Activities list page layouts from the application composer.

Key Resources

• For a demonstration of this enhancement, see the Calendar and Activities release training on the Customer Experience Release Readiness page.

Assets

Assets Object

Manage assets within Oracle CX Sales. Now available as a standard object within Application Composer, you can perform the following:

• Hide or display the Assets icon on the homepage.The Assets icon is displayed by default.
• Create dynamic page layouts for assets, by using role or other criteria.
• Configure analytics subtabs for assets.Three subtabs are available, one is displayed by default.
• Associate assets with custom objects and standard objects, including the contacts, leads, opportunities, service request, team and attachments objects.
• Add a custom child object for Asset to store 1:M Asset relationships.
• Import or export asset records.
• Integrate assets in Oracle Sales Cloud using SOAP and RESTful Web services.
   

  

  You Can Use Application Composer to Extend the Assets Object Such as Creating Dynamic Layout, Custom Relationships, and so on.

Sales reps can:

• View the Assets list from the Assets page, if enabled.
• Search for Assets, create or update saved searches and export assets.
• Create and edit assets and associate accounts, contacts and households to assets.
• Manage related service requests, leads, opportunities, contacts, teams from subtabs within the Assets Edit page.
• Access standard reports for assets.
   

  

  You Can Go to Assets from the Navigator Menu.

Sales reps can access assets owned by their customer from a single list view. They can also customize the view to organize the layout for enhanced productivity.
 

You Can See a List of Asset from the Assets Landing Page.

You Can Search for Assets from the Global Search Box.

 

Steps to Enable

1. Log in to the application as sales administrator.
2. Go to Tools > Structure and exposer the Assets springboard icon and Navigator menu entry.
   1. Expand Sales and drill down on Assets.
   2. Make Assets in the Navigator visible by setting the Navigator option to Yes.
   3. Make Assets on the springboard visible by setting the Springboard option to Yes.
      
      

3. Go to Application Composer and make the related subtabs for Team, Contacts, Opportunities, Leads, and Service Request visible.
   
   

Key Resources

• For a demonstration of this enhancement, see the Assets release training on the Customer Experience Release Readiness page.

Leads

Manage the entire life cycle of sales leads from the initial contact to conversion.

Enhanced Lead-to-Opportunity Conversion

Configure and copy all notes, attachments and activities from the lead record to the opportunity record during conversion.  Enhanced conversion automatically transfers all activities, notes and attachments related to the lead to the opportunity in order to maintain all history.  Additionally, you can configure the Convert Lead dialog box to allow sales reps to change the values of data they transfer to the opportunity record during conversion.

You Can Edit the Values Prepopulated from the Lead Record Before Submitting. Click Submit to Create a New Opportunity from the Lead.

Steps to Enable

1. Login to the application as a sales administrator.
2. Go to the Setup and Maintenance work area.
3. Search for and go to the Manage Sales Lead Administrator Profile Values task.
4. Modify the following profile option with the value Reference Copy Lead to Opportunity Map:

• Direct Lead to Opportunity Mapping (MKL_DIRECT_LEAD_TO_OPTY_MAPPING_NAME)
• Partner Lead to Opportunity Mapping (MKL_PARTNER_LEAD_TO_OPTY_MAPPING_NAME)

5. Click Save and Close.
6. Go to the Application composer and select the Sales application.
7. On the Sales Lead Simplified page, edit the Mass Lead Convert and Lead Convert page layouts.
8. Enable the relevant fields by moving them from the Available fields to the Selected Fields region.
9. Click Save and Close on the Edit Layout page and then click Done.
10. Click Copy Maps in the Advanced Setup menu.
    
    You must do this to map a custom fields with an out-of-the-box field.
     
11. Click Reference Copy Lead to Opportunity Map.
    
    This is the default mapping for creating an opportunity from a lead.
     
12. Select the row where “To” is Opportunity and “From” is Sales Lead.
13. Add a row in the Attribute Mapping section.
14. Click Save and Close after adding the mapping.

Key Resources

• For a demonstration of this enhancement, see the Leads release training on the Customer Experience Release Readiness page.

Task Templates for Leads

Create a group of tasks for a lead with one click using predefined templates. You can set up task templates and make the ‘Create Tasks from a Template’ option visible on the Activities subtab for leads.

You Can Add a Preconfigured Group of Tasks to the Lead Record.

Steps to Enable

1. Login to the application as a sales administrator.
2. Go to the Application Composer and select the Sales application.
3. On the Activity object, select Pages.
4. Create a default custom layout and edit that layout of the Embedded Activity Summary Layout.
5. Replace Create Task with the Create Task + Create Task from Template option in the Selected Buttons column.
6. Click Done.
7. Go to the Setup and Maintenance work area and ensure that there are tasks configured for Manage Sales Lead Task Template.

Key Resources

• For a demonstration of this enhancement, see the Leads release training on the Customer Experience Release Readiness page.

Opportunities

Track the full life cycle of an opportunity, from creation through every stage until it's closed.

Territory Based Resource Assignment Option

Prevent additions to the opportunity team during assignment. The Territory Based Resource Assignment Style profile now includes an additional option: Exclude All. This new option designates that territory members are not be added to the opportunity team during assignment.

Selecting the “Exclude All” Option Prevents Territory Members from Being Added to an Opportunity During Assignment.

The Territory Based Resource Assignment Profile Option Enables Sales Admins to Determine Which Territory Members Are Automatically Added to an Opportunity.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

• For a demonstration of this enhancement, see the Opportunities release training on the Customer Experience Release Readiness page.

Product Eligibility Checks

With one click, ensure that all products included in an opportunity are eligible for selection. Eligibility is dependent on the eligibility criteria defined by the organization.

You Can Prevent Invalid Products from Being Added to an Opportunity.

Steps to Enable

1. Log in to the application as a sales administrator.
2. Go to the Setup and Maintenance work area.
3. Search for and go to the Manage Product Groups task.
4. Go to the Products tab.
5. Select the relevant product and add an eligibility rule for that product.
6. Click Save and Close.
7. Go the Eligibility Behavior Default profile option.
8. Set the value as applicable:

• Show products: Products with no eligibility rules are displayed.
• Do not show products: Products with no eligibility are not displayed.

9. Make the Check Eligibility button visible.
    
   1. Go to Application Composer.
   2. On the Edit Revenue Table page move Check Eligibility from the Available Buttons to the Selection Buttons region.

Key Resources

• For a demonstration of this enhancement, see the Opportunities release training on the Customer Experience Release Readiness page.

Assessments

Leverage assessments to evaluate leads, opportunities, accounts, contacts and households.

Multiple Assessments

Create multiple versions of assessments from the same template and save the completed assessments with the leads, opportunities and accounts. Multiple assessments allow sales reps to submit quarterly assessments to evaluate account health and complete monthly partner assessments using the same questionnaire template. 

You Can Add Multiple Qualifications to a Lead.

Using multiple assessments you can run qualification templates more than once and also see each qualification run in a standard list view.

Steps to Enable

1. Login to the application as a functional setup manager.
2. Go to the Setup and Maintenance work area.
3. Search for and go to the Manage Opportunity Profile Options task.
4. Enable the following profile options:

• Enable Multiple Assessment Per Assessment Template
• Enable Multiple Qualifications Per Qualification Template

Enable the Profile Option as Shown in the Figure.

Key Resources

• For a demonstration of this enhancement, see the Assessments release training on the Customer Experience Release Readiness page.

Forecasting

View, manage and submit forecasts from your desktop or mobile devices. Embedded analytics provide information that you can use to improve the accuracy of your forecasts.

Simplified Forecasting Administration

Enable forecasting for new implementations with a single click. Simplified forecasting administration enables you to configure a set of default options that can be altered as needed and includes the option to schedule one background process that automatically runs all background tasks required for forecasting.

You Can Set Up Forecasting with the Most Commonly Used Options. This Results in All Background Processed Being Scheduled Automatically.

Steps to Enable

1. Go to the setup Forecasting page.
2. Enable the Enable Forecasting option in the Period Parameters section.

Once you enable this option, then the application present other forecasting-related options that you can configure.

Key Resources

• For a demonstration of this enhancement, see the Forecasting release training on the Customer Experience Release Readiness page.

Concurrent Forecasts

Submit forecasts for more than one forecasting period at the same time. You can define the number of forecast periods that are both editable and viewable at the same time.

For example, if the forecasting period is a quarter and the number of concurrent forecasts is two, then sales reps can submit forecasts for both this quarter and next quarter.

You Can Simultaneously Manage Forecasts for Multiple Periods.

Steps to Enable

1. Enable Forecasting, as described in the Simplified Forecasting Administration section.
2. Enter a number, greater than one, in the Number of Concurrent Forecasts field. Ensure that this number is less than what is entered in the Number of Scheduled Forecasts field.
3. Click Submit on the Setup Forecasting Options page.

Key Resources

• For a demonstration of this enhancement, see the Forecasting release training on the Customer Experience Release Readiness page.

Forecast Item Snapshot History

View changes to forecast items over time.  You can identify changes to the revenue amount, product quantity, win probability and close date and can see adjustments. The snapshot history enables sales managers to focus their attention on opportunities that have been pulled in, pushed out or changed and helps them have the right conversation with sales reps.

You Can Configure the Application to Display a History of a Forecast Item.

Steps to Enable

No steps are required to enable this feature.

Forecast Search by Territory Owner

Search for past, active or future forecasts by territory owner.  This forecast search option makes it easy to find forecasts by sales territory.

You Can Now Wearch for a Forecast by a Territory or the Territory Owner.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

• For a demonstration of this enhancement, see the Forecasting release training on the Customer Experience Release Readiness page.

Sales Lightbox

Sales Lightbox makes it easy to share content amongst sales teams.  Content sharing enables sales teams to leverage high-quality content, ensure brand consistency and reinforce product terminology. Sales Lightbox enables sales reps and managers to upload, search, view, download and share slide presentations, PDF documents, HTML5 microsites and images using a simple shopping cart experience.

Analytics for Sales Lightbox

Create custom reports and dashboards to review content owned by or assigned to your team. New custom subject areas and reports enable managers to view all content created for a product or service or all documents that meet reporting criteria, such as those that have been published or archived.

You Can Use Custom Reports and Dashboards to Review Information.

Steps to Enable

No steps are required to enable this feature.

Shared Access List

See a list of the individuals that have shared access to your content. The list displays the primary content owner, individuals with owner-level access, and individuals with shared access.

You Can See a List of Users Who Have Access to Your Content.

Steps to Enable

No steps are required to enable this feature.

PDF Page Split

Split PDF documents into individual pages and add selected pages to the cart to assemble a new PDF document from multiple documents. View, store and edit information for each page through standard or custom fields.

You Can Split PDF Documents Into Individual Pages and Assemble Them into Separate Documents.

Steps to Enable

No steps are required to enable this feature.

Related Subtabs

Add subtabs to Sales Lighbox documents or pages in order to view or capture related information.  Related object subtabs may be used for standard or custom objects.

Steps to Enable

No steps are required to enable this feature.

Feedback for Lightbox Documents and Pages

View and edit feedback captured during sales presentations.  Feedback capabilities within Sales Lightbox enable sales teams to perform the following:

• View and edit comments and ratings related to documents and pages.
• Review details about the presentation, including attendees and duration of presentation attended by each customer contact.
• Download, upload, and capture feedback for documents and pages using REST APIs.

You Can View and Edit Feedback Captured During Presentations.

Steps to Enable

No steps are required to enable this feature.

Products and Promotions

Create a catalog of products for sales reps to select from when they enter opportunities and leads. Products and promotions help sales teams streamline orders and offer the flexibility to manage new product offerings as well as discontinued products.

Product Eligibility

Restrict the products available for selection by using the country associated with the opportunity account. You can specify the eligible list of countries for a product within product group setup. You can also use the Eligibility Engine at the product group usage level to further control the product eligibility setup.

You Can Prevent Invalid Products from Being Added to an Opportunity.

Steps to Enable

1. Log in to the application as a sales administrator.
2. Go to the Setup and Maintenance work area.
3. Search for and go to the Manage Product Groups task.
4. Go to the Products tab.
5. Select the relevant product and add an eligibility rule for that product.
6. Click Save and Close.
7. Go the Eligibility Behavior Default profile option.
8. Set the value as applicable:

•  Show products: Products with no eligibility rules are displayed.
• Do not show products: Products with no eligibility are not displayed.

9. Make the Check Eligibility button visible.
    
   1. Go to Application Composer.
   2. On the Edit Revenue Table page move Check Eligibility from the Available Buttons to the Selection Buttons region.

Key Resources

• For a demonstration of this enhancement, see the Sales Catalog release training on the Customer Experience Release Readiness page.

Product Groups Selection

Designate the product groups available for selection from the browse catalog or product group search results. Product groups with the Allow Selection field unchecked within product group setup will not be available for selection within the browse catalog and will not return in search results.

The Browse Catalog Displays Higher-Level Product Groups in the Product Hierarchy but You Cannot Select Them.

Furthermore, the Allow Selection field will be used to allow or disallow product group selection for the browse catalog and product group search only when the Enforce Product Group Selection flag, in the product group usage setup, is set to 'Yes'.

The Product Group search hides the product groups that are not allowed for selection in the search result.

Steps to Enable

1. Log in to the application as a sales administrator.
2. Go to the Setup and Maintenance work area.
3. Search for and go to the Manage Product Group Usage task page.
4. In the Manage Product Group Usage page, select the Base usage.
5. In the Base: Details region, go to the Miscellaneous subtab.
6. Set the Enforce Product Group Selection option to Yes.

This enforces the Allow Selection setup.

7. Click Save and Close.
8. Search for and go to the Manage Product Groups task page.
9. In the Manage Product Group page, select the relevant product group.
10. In the Details tab of that product group, clear the Allow Selection check box.

This disallows a user from selecting a product group in the Browse Catalog page and product group search.

11. Click Save and Close.

Key Resources

• For a demonstration of this enhancement, see the Sales Catalog release training on the Customer Experience Release Readiness page.

Optional Territory Filter

Make the Territory filter option checked or unchecked by default for product group search, product search or the browse catalog.  You can use the new Filter by Territory display option for the territory engine function at the product group usage level. The following options control the territory filter:

• Display choice - checked by default – The Filter by Territory checkbox in the browse catalog, product search or product group search will be checked by default, so the territory filter will be on.
• Display choice - unchecked by default – The Filter by Territory checkbox in the browse catalog, product search or product group search will be unchecked by default, so the territory filter will be off.

The Filter by Territory check box is cleared by default because now the administrator has the option to set it up.

Steps to Enable

1. Log in to the application as a sales administrator.
2. Go to the Setup and Maintenance work area.
3. Search for and go to the Manage Product Group Usage task page.
4. In the Manage Product Group Usage page, select the Base usage.
5. In the Base: Details region, go to the Functions subtab.
6. Set the Territory engine option, corresponding to the Opportunity Management mode, to “Display choice – unchecked by default”.
7. Click Save and Close.

Key Resources

• For a demonstration of this enhancement, see the Sales Catalog release training on the Customer Experience Release Readiness page.

Image Enlargement

Enlarge product images to make it easier to find the right products. You can now click the image in the edit product user interface to enlarge product images.

Steps to Enable

No steps are required to enable this feature.

Productivity Apps for Email

Sales reps often want to use familiar tools and functionality so there is less disruption in daily routines. With Oracle Sales Cloud for Outlook, IBM Notes, Gmail, and Office 365 you can access your sales data within your email application.

Oracle Sales Cloud for Outlook

Manage your sales contacts, tasks, appointments, accounts, leads and opportunities from within Microsoft Outlook.

Health Monitor

Monitor who is using CX Sales for Outlook and see how often they are using it. Enable the health monitor task in order to view the status of synchronizations for all members of the sales team.

The Outlook Health Monitor enables you to perform the following and more:

• View the client binary and metadata package versions installed on individual computers.
• View the client user name and the client host name.
• View the status of synchronizations for all members of the sales team.
• View how often and when the last synchronization occurred
• View the number of transactions synchronized.
• View the errors that prevented successful synchronizations, due to synchronization issues, duplicates, conflicts, or deletes.

You Can View the List of Oracle Sales Cloud for Outlook Clients Deployed in Your Organization and Monitor the Health and Performance of the Clients.

The Health Monitor also enables the administrators to ensure that sales reps are upgraded to the latest version of the application.

Steps to Enable

1. Go to Application Composer.
2. Click Outlook Setup in the Common Setup menu.
3. Select Enable monitoring of the Outlook Clients as Report Generation Level.
4. Click Save Settings.
5. Go to the Setup and Maintenance work area.
6. Search for the ZOE_OUTLOOK_PURGE_DURATION profile option in the Manage Administrator Profile Values task.
7. Set an appropriate value for this profile option. This option sets the number of days that you want the Outlook Health Monitor to retain the log history. Depending on the duration, the application purges the log history from the Monitor Outlook Clients at the end of the duration.

8. Click Save.

Key Resources

• For a demonstration of this enhancement, see the Oracle CX Sales for Outlook release training on the Customer Experience Release Readiness page.

Configuration and Customization Options

Use Application Composer to perform the following:

• Make accounts and contacts read-only.
• Designate address fields as required within Outlook, by using sales profile options.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

• For a demonstration of this enhancement, see the Sales Analytics release training on the Customer Experience Release Readiness page.

Partner Relationship Management

One-Step Active Partner Creation

Create and activate partners in one step, with minimal information. Channel managers can create an active partner with a primary partner contact in a single screen.

You can create an active partner along with a primary partner contact

Steps to Enable

No steps are required to enable this feature.

Audit Reporting

Comply with industry and company audit policies with full audit capabilities for Marketing Development Funds (MDF) and deal registrations.  Full audit capabilities include audit configuration for objects and attributes, general audit capture, impersonation audit and audit reporting.

Steps to Enable

No steps are required to enable this feature.

Embedded Conversations Related to Partners and Deal Registrations

Engage in conversations related to partner accounts and deal registrations. Channel managers and other approvers can now start Oracle Social Network conversations within the context of the partner or deal registration record, enabling channel sales teams to track and find conversations easily.

Steps to Enable

No steps are required to enable this feature.

Prebuilt Reports for Partners

Enable partners to track the same goals and metrics as channel account managers and channel sales managers so they can work together to close deals faster.  New, prebuilt tiles and detailed reports give partner sales reps and partner sales managers access to critical data from the configurable homepage.

• Won Revenue – Number of won opportunities owned by the logged in user and closed in the current quarter.
• Top Open Opportunities – Number of open opportunities owned by the logged in user that have a win probability greater than 70% and are expected to close in the current quarter.
• Stalled Opportunities – Number of open opportunities owned by the logged in user that have been in the latest sales stage longer than the stipulated number of days, and are expected to close in the current quarter.
• Open Opportunities – Number of open opportunities owned by the logged in user that are expected to close in the current and the next quarter.
• Open Leads, Age 0-3 Months – Number of qualified and unqualified leads owned by the logged in user, with an age between 0 and 3 months.
• Open Deal Registrations – All deal registrations that are pending approval or returned, as well as those that are approved and expiring within 30 days.
• MDF Requests (Partner Sales Manager only) - Number and amount of MDF requests accessible by the logged in user that are pending approval.
• MDF Claims (Partner Sales Manager only) - Number and amount of MDF claims accessible by the logged in user that are pending approval.
• Business Plan Objectives  (Partner Sales Manager only) - Objectives associated to all approved business plans that are owned by the logged in user.

Steps to Enable

The reports for Partners are available in the BI Catalog under /Shared Folders/Sales/Embedded Content folder but by default these reports are hidden from the Partner Users. Sales Administrators or Channel Operations Manager have access to these reports.Copy these reports to the partner-specific custom folder.

Refer “Enabling Partner Access to BI Content: Explained” in the http://docs.oracle.com/cloud/latest/salescs_gs/FAPRM/FAPRM2137216.htm

Business Plan Enhancements

• Embed reports within analytics subtabs.
• Copy an existing business plan, with the option to copy all associated objectives.
• Split objective targets and save the split criteria as a split template, to be used for new objectives.
• Create reports displaying business plan objective split details.
• Adjust the objective level target, attainment and split values within the Splits subtab.
• Build and integrate with applications using RESTful services for business plans, business plan objectives and notes.
• Raise public events for business plans that invoke integration flows in ICS.
• Import and export partner business plans.

Steps to Enable

No steps are required to enable this feature.

Deal Registration Total Amount Calculation

Get a calculated total deal amount automatically when you create and update the list of products on a deal registration.  You can enter a revised total to override the total amount of the deal registration.  The deal total is recalculated when you add or remove products or change the price or quantity of any product. This solution automates deal registration total calculation and enables the flexibility to change the system-calculated amount.

Steps to Enable

No steps are required to enable this feature.

Deal Registration Copy

Save time by copying existing deal registrations. Partner and channel users now can copy an existing deal registration with one click and start editing it immediately. You can configure which fields are copied from the source deal registration into the new registration.

Steps to Enable

No steps are required to enable this feature.

Pending My Approval List in Deal Registration

View a list of deal registrations pending your approval using the Pending My Approval list.  This list displays only those deal registrations that you must approve. It does not display deal registrations that you have access to view but do not require your approval.  The Pending My Approval list enables reviewers to easily track the deal registrations pending their review.

Steps to Enable

No steps are required to enable this feature.

Partner Assets Subtab

Link partners to assets in Oracle Sales Cloud so that channel account managers can begin to define the assets associated with each partner. The Assets subtab is hidden by default, but can be exposed for your partners and channel managers with minor configuration using Application Composer.

Steps to Enable

No steps are required to enable this feature.

Partner Contact Hierarchy Management

Manage changes to head of partner contact hierarchy. Channel managers and partner administrators can update the head of partner contact hierarchy by promoting another partner contact with a managerial resource role to the head of hierarchy.

You Can Update the Head of Partner Contact Hierarchy.

Steps to Enable

No steps are required to enable this feature.

Partner Territory View

View channel territories assigned to a Partner Account.  Channel Managers and Partner Administrators can now view the territories assigned to a partner account from the Team Subtab.

You Can View Channel Territories that Are Assigned to a Partner Account.

Steps to Enable

No steps are required to enable this feature.

Customer Data Management

Oracle Customer Data Management enables organizations to consolidate and maintain a best version customer profile that sales reps and sales managers can trust.

Custom Match Scoring

Create and adjust match rules and scores. You can use a custom method that meets your organization’s data match requirements.

Steps to Enable

1. Go to Setup and Maintenance work area.
2. Search for an go to the Manage Enterprise Data Quality Matching Configurations task.
3. Go to the Manage Match Rules section.
4. Review, modify, and add custom rule.

Optional Exact Name Match for Accounts and Contacts

Disable exact name match for accounts and contacts when Data Quality is turned on. Two new profile options allow you to ensure that the Data Quality engine does not return an exact name match when you create new accounts or contacts.

Steps to Enable

No steps are required to enable this feature.

Account Hierarchy Export

Export account hierarchy information for use in other systems.  With Parent Account Party ID available as an attribute for the Account Profile export object, you can export account hierarchy information and recreate account hierarchies within other applications.  Any account that does not have a parent ID has a null value.

Steps to Enable

No steps are required to enable this feature.

Enhanced Security for Personally Identifiable Information (PII)

Secure data or information that is used to uniquely identify, contact or locate a person. Personally Identifiable Information (PII) includes data such as social security number, home address, bank account numbers, home phone and more. These enhancements provide additional security to protect confidential and sensitive contact data and prevent unauthorized use.

The following two new data security privileges allow you to secure Mobile Phone Number data:

• View Trading Community Person Mobile Phone Number
• Manage Trading Community Person Mobile Phone Number

All the standard (non-custom) sales job roles have access to the data in the Mobile Phone Number field by default. You have the option to remove access for any job role. 

Steps to Enable

After upgrade to Release 13, users with any of the standard (non-custom) sales job roles continue to have access to the data in the Mobile Phone Number field by default. However, users with custom job roles see masked data in the Mobile Phone Number field.

To expose PII data for Mobile Phone Number to users with custom job roles, add the following data security privileges to custom job role or individual user:

• HZ_VIEW_TRADING_COMMUNITY_PERSON_MOBILE_PHONE_DATA
• HZ_MANAGE_TRADING_COMMUNITY_PERSON_MOBILE_PHONE_DATA

Key Resources

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

Enhanced Key Generation

Maintain a set of valid keys as part of the configuration lifecycle.  Incremental key generation will help to fill the key generation gaps created by users disabling real-time key generation processes.

You Can Maintain a Set of Valid Keys as Part of the Match Configuration Lifecycle.

Steps to Enable

No steps are required to enable this feature.

Merge Performance Improvements

Match and merge large volumes of data with greater efficiency. Oracle Customer Data Management offers improved merge performance and faster cycle time for merge requests. You can also tune auto-merge performance through profile options.

You Can Improve Auto-Merge Performance by Controlling Scope of Merge Through the Profile Options.

Steps to Enable

1. Go to the setup and Maintenance work area.
2. Search for an go to the Manage Administrator Profile Values task.
3. Search for the Scope of Merge Process (ORA_ZCH_MERGE_SCOPE) profile value.
4. Update the value as per your business requirement.

For example, if you select "Customer data management specific areas", then the merge scope is restricted to customer party objects.

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

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.

Enhanced Collection for New Participants

We have enhanced our integration with Oracle HCM Cloud for collecting and defining new incentive compensation participants. The following three main components offer enhanced collection for new participants:

• Define a mapping from source work assignment objects and attributes to participant attributes. For example, you can map the department cost center as the source for the participant cost center.
• Define reusable rules with selection criteria for persons and parties qualified to be collected as new participants.

• Use a new process that collects the qualifying persons and parties based on your selection rules and creates them as participants. The process also uses the defined mapping to populate the participant attributes for the new participants.

You Can Define Mapping Between Source and Participant Object Attributes.

You Can Define Rules for Selecting Persons and Parties.

Steps to Enable

• Navigate to Setup and Maintenance, Manage Participant Import Mappings task to define the mapping between source object attributes and the participant attributes for the business unit.
• Navigate to Setup and Maintenance, Manage Participant Selection Rules task to define the rules for selecting persons and parties for participant import.

Key Resources

• For a demonstration of this enhancement, see the Incentive Compensation release training on the Customer Experience Release Readiness page.

Enhanced Collection for Participant Updates

Streamline the collection of person work assignment updates and corrections from Oracle HCM Cloud and the collection of file-based participant updates. You can define a mapping from source work assignment objects and attributes to participant attributes. A new collection process uses the attribute mapping to update existing participants that have a work assignment change. The process also collects files that you have uploaded to the participant Web Center folder without having to specify a file name.

You Can Define a Mapping Between the Source and Participant Object Attributes.

Steps to Enable

Navigate to Setup and Maintenance, Manage Participant Import Mappings task to define the mapping between source object attributes and the participant attributes for the business unit.

Key Resources

• For a demonstration of this enhancement, see the Incentive Compensation release training on the Customer Experience Release Readiness page.

Automated Participant Termination Processing

Streamline the participant termination process when an employee's work assignment ends. You can select options to determine the participant assignment end dates. A new process reviews the termination information provided by HCM web services and end-dates existing participants and their assignments based on the options you selected. Alternately, a new method is available for the incentive compensation participant version 2 web service for participant terminations.

You Can Enable the Automated Termination Process by Selecting the End-Date Options.

Steps to Enable

Navigate to Setup and Maintenance, Manage Parameters task to enable automated termination processing and to select the compensation end date and assignment end date options.

Key Resources

• For a demonstration of this enhancement, see the Incentive Compensation release training on the Customer Experience Release Readiness page.

Automated Role Assignments

Automate the assignment of participants to incentive roles using rules based assignment for participant information such as job code, country, and department.  Using the role assignment process you can perform the following:

• Bring new participants on board quickly and manage their assignments to compensation and payment plans effectively.
• Automate the end-to-end process that imports participants, assigns roles, and assigns the participants to various compensation objects
• Configure to include manual reviews of the proposed role changes before they become effective.

You Can Automate the Assignment of Participants to Incentive Roles Using Rules Based Assignment.

Steps to Enable

Navigate to Setup and Maintenance, Manage Parameters to review or change the following parameters:

• Review and Approval of Role Assignment Proposals for New Participants
• Review and Approval of Role Assignment proposals for Existing Participants

These two parameters enables you to see what type of changes require review and acceptance.

Key Resources

• For a demonstration of this enhancement, see the Incentive Compensation release training on the Customer Experience Release Readiness page.

Payment Enhancements

Incentive compensation payments have been enhanced in the following two ways:

• Additional Details on the Manage Paysheet page – Additional columns offer more paysheet information directly within the Manage Paysheet search area.  New labels for existing columns better reflect the information displayed.
• Payment Home Currency Amounts - An additional option lets you choose whether the participant home currency as of the earning event date or their latest currency as of pay date.

You Can Now Configure the Payment Home Currency Option in Payment Parameters.

Steps to Enable

Navigate to Setup and Maintenance, Manage Parameters to review or change the Home Currency.

Key Resources

• For a demonstration of this enhancement, see the Incentive Compensation release training on the Customer Experience Release Readiness page.

Individualized Plan Document Text

Gives you precise control on the written communication going out to your sales teams by adding personalized text on their plan document. It also allows you to add a common default text if you don’t want to personalize the text for any sales representative. For example, individualized text may be a specific list of accounts or territories, specific legal content, payment draws, or caps unique to a sales representative.

You Can See Individualized Plan Document Text in the Participant Compensation Plan Report Above.

Steps to Enable

1. Go to Setup and Maintenance work area.
2. Search for the Create/Manage Plan Terms and Conditions task.
3. Select the Individualized Optional Text option in the Create/Manage Plan Terms and Conditions task.

Key Resources

• For a demonstration of this enhancement, see the Incentive Compensation release training on the Customer Experience Release Readiness page.

Auditing for Credit Rules, Participant Goals and Participants

Audit transaction records for credit rules, participant goals and participant-related business objects. For each of these objects, you can audit specific attributes or all attributes and can see changes to the attributes, including record creation, updates and deletions.  You can monitor attribute changes using the Audit History tool.

You Can View Inserts, Updates, Deletes to a Record of the Audit-Enabled Business Object.

Steps to Enable

To set up audit, go to the setup and Maintenance, Manage Audit Policies page, and perform the following:

1. Set the audit level for Oracle Fusion Application to Auditing.
2. Click Configure Business Object Attributes, to go to the Configure Business Object Attributes page.
3. Select Incentive Compensation in the Application drop-down list.
4. In the Objects tree-view, expand Participant, Credit Rules, or Participant Compensation Plans node to display child nodes that represent the business object.
5. Select the option to enable auditing of the default attributes of those objects.
6. Click Save on each page to save the audit configuration.

Key Resources

• For a demonstration of this enhancement, see the Incentive Compensation release training on the Customer Experience Release Readiness page.

Import Participant Plan Updates

Use file-based data import to make bulk updates to the following fields within the Individualized Compensation Plan object:

• Individualize Target Incentive
• Target Incentive

You Can Import Participant Plan Updates Through the Oracle Sales Cloud File Import Framework.

Steps to Enable

Navigate to Setup and Maintenance, Manage Parameters to review or change the Home Currency.

Key Resources

• For a demonstration of this enhancement, see the Incentive Compensation release training on the Customer Experience Release Readiness page.

Flexfields for Participant Plans

Add flexfields to capture additional information for the participant plan.  Once enabled, the fields can be updated within the Participant Snapshot work area. You can also update the values using a web service or file-based data import.

You Can View the Additional Flexfields via the View Columns Option.

Steps to Enable

1. Go to the Setup and Maintenance work area.
2. Search for the Manage Descriptive Flexfied task.
3. Search for Participant Plan.
4. Click Edit to go to the Edit Descriptive Flexfield: Participant Plan page.
5. Add fields.
6. Click Save and Close.

Key Resources

• For a demonstration of this enhancement, see the Incentive Compensation release training on the Customer Experience Release Readiness page.

Participant and Participant Manager Infolets

Monitor earnings and attainment using the configurable homepage. New, analytics pages with prebuilt infolets deliver key performance indicators specifically designed for Incentive Compensation participants and participant managers and offer one-click access to detailed reports.

You Can View Credits, Earnings, Performance, and Payment Summary Using the Default Infolet.

Steps to Enable

1. Select the Tools – Structure from the Navigator menu.
2. Click Edit.
3. On the Sandbox required dialog box, click Activate Sandbox.
4. Select a sandbox and set it as active.
5. On the Structure page, click Set System Options.
6. Select Enable Infolets.
7. Click Save and Close.
8. Publish the Sandbox.

Key Resources

• For a demonstration of this enhancement, see the Incentive Compensation release training on the Customer Experience Release Readiness page.

Territory and Quota Management

Model and evaluate sales territories and define sales objectives and quotas to ensure optimal territory coverage. Use advanced modeling and analytics to evaluate and affect sales performance.

Grouping for Split Geographies

Define territories based on postal codes with ease. You can now group the dedicated master geography level, such as postal codes, making it possible for your territory definitions to reference the whole postal codes rather than many individual postal code splits. This enhancement includes changes in the following functional areas:

• Master Geographies – Designate which of the master geography structure levels is subject to grouping.
• Territory Geographies – Start geography groupings to create grouping zones.
• Territory Management – Define territories referencing the newly created grouping zones rather than split geographies.
• Business Plans and Objectives – Define objectives splits using grouping zones rather than split geographies.
• Analytics – Create territory reports based on the grouping zones rather than split geographies.

You Can Create a Rule to Group Cities by Postal Codes.

Steps to Enable

To manage geography:

1. Go to the Setup and Maintenance work area.
2. Search for and go to the Manage Geographies task.
3. In the Manage Geography Structure page, enable the Subject to Grouping option for that geography that relevant to your business.

To initiate grouping:

1. Click Initiate Grouping on the Manage Territory Geographies task page.

Key Resources

• For a demonstration of this enhancement, see the Territory and Quota Management release training on the Customer Experience Release Readiness page.

Territory Moves

Move territories from one territory hierarchy to another by changing the parent territory using Oracle Sales Cloud’s simplified pages. You can simply change the parent territory by searching for and associating the new parent territory in the Parent Territory field.

You Can Move a Territory by Changing the Parent Territory.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

• For a demonstration of this enhancement, see the Territory and Quota Management release training on the Customer Experience Release Readiness page.

Team Member Management

Quickly find the right territory team members so you can view and update their membership. With simplified team member management, you can search for a specific team member and make updates with ease.

You Can Search for Team Members from a List of Territory Team Members and Then Make Updates.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

• For a demonstration of this enhancement, see the Territory and Quota Management release training on the Customer Experience Release Readiness page.

Metrics for Named Accounts

Create reports, analytics and infolets that include territories with associated named accounts.  New BI metrics include data for named accounts that are included in the territory by inclusion or exclusion.

Additional Dimension Are Visible in Formula Builder.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

• For a demonstration of this enhancement, see the Territory and Quota Management release training on the Customer Experience Release Readiness page.

Simplified Territory Forecast Enablement

Create territories with forecasting enabled by default.  Easy-to-understand fields make it easy to select the right forecasting options for your territories.

• Enable Forecasting – Indicates the forecasting is enabled for the territory.  There are four options to select for forecasting enablement:

• Prime only – Revenue forecasting. This is the default option selected.
• Overlay only – Non-revenue forecasting
• Prime and Overlay – Revenue and non-revenue forecasting
• Disabled – No forecasting

• Forecast Invisible to Owner - Indicates that the forecast is not visible to the owner of this territory, but is visible to parent territories only.

You Can Create Territories that Has Forecast Enabled by Default.

You Can Enable the "Forecast Invisible to Owner" Option that Enables the Application to Not Display the Forecast to the Owner but Display It at the Parent Territory Level.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

• For a demonstration of this enhancement, see the Territory and Quota Management release training on the Customer Experience Release Readiness page.

Enterprise 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.

Simplified Terms and Conditions Authoring

Manage your legal language as a single Word document to simplify the terms authoring process. If you do not need to track individual clause usage or report clause deviations, then you can simply use your existing Word document template and embed variables to merge the legal template with your contract details. You do not have to break your established terms templates into individual clauses in the Terms Library.

Steps to Enable

No steps are required to enable this feature.

Automated Contract Renewal

Minimize effort required to generate recurring revenue by proactively processing contract renewals. Automated contract renewal is organized around sales timing, early quote delivery, renewal notifications, and scheduled price markups, which make the renewal process easy and ensure a consistently high rate of renewals.

Steps to Enable

No steps are required to enable this feature.

Status Change History

Keep track of who changed the status of the contract. Contract history displays the name of the user that initiated the status change, such as who put the contract on hold.

Steps to Enable

No steps are required to enable this feature.

Clause Import

Create clauses in the Terms Library using an XML file import process. Having created your XML file with your clause data, place it in a Universal Content Management (UCM) account where you can import it to your Terms Library.

Steps to Enable

No steps are required to enable this feature.

Web Services for Contracts

Use contract Web services to perform the following:

• Manage contracts from external systems using RESTful Web services.
• Complete the round-trip movement of contracts.In addition to the ability to create contracts and author negotiated terms and conditions within Enterprise Contracts or using Web services, you can now use Web services to return the final Primary Contract Document to an external application.
• Take advantage of an expanded set of attribute name and ID pairs to pass either the record identifier or name as the input parameter of the Web service. For example, you can now send either the status of the contract as displayed on the user interface or you can send the status code to create or update a contract.

Steps to Enable

No steps are required to enable this feature.

Sales Contracts

Import for Sales Agreements

Use file-based data import to migrate existing sales agreements from your external systems to Oracle Sales Cloud so you can continue to edit and manage them in your contract repository.

Steps to Enable

No steps are required to enable this feature.

Configuration and Customization

Oracle's standards-based, open, flexible and unified CX platform makes it easy for developers to rapidly build and deploy a wide variety of applications or to integrate with and extend Oracle CX Sales.

Application Composer

Oracle CX Application Composer is a tool that enables you to extend and configure the application to meet the unique needs of your business. 

Enhanced Field Constraints for Standard Fields

Define field constraints to ensure that sales reps complete and update the right fields.  Within Application Composer, you can now use the following options:

• Conditionally Required and Updatable Fields
  • Designate constraints for standard fields that allow them to be dynamically updatable or required, based on conditions defined with Groovy scripts. For example, you can make Win Probability (%) a required field when the opportunity reaches a particular sales stage.
• Required Dynamic Choice List Fields
  • Make standard Dynamic Choice List fields required.  You can make any non-required field, such as the account field for opportunities, a required field by simply designating a field constraint.

You Can Write a Groovy Script Whereby Account Becomes Mandatory.

Steps to Enable

No steps are required to enable this feature.

Default Parent Context to Custom Subtabs

Save time when creating new records for standard sales objects in custom subtabs.  When created from custom subtabs, information from the parent record can be passed to the appropriate fields within the new record through Groovy scripting. 

The Fields on the Custom Subtabs Based on OOTB Object Are Prefilled with the Source Object Contextual Data. For Example, the Parent Dealership Name and Address Are Filled by Default.

Steps to Enable

No steps are required to enable this feature.

Mass Update Configuration

Enable mass update and define which fields are available for mass update within standard or custom object pages.  You can configure dynamic layouts for standard or custom objects to include the Mass Update action. Once the Mass Update action is selected, you can perform the following to configure mass update fields.

• Select standard or custom fields for mass update from a list of updatable fields available for standard objects.
• Select custom fields for mass update from a list of updatable fields available for custom objects.
• Define role-based dynamic layouts to offer mass update fields relevant to each job role.

Only those fields selected are available when sales reps or managers start the mass update action.

You Can Simultaneously Update Multiple Fields for Multiple Records.

Steps to Enable

No steps are required to enable this feature.

Dynamic Filtering for Custom DCLs

• Construct dynamic search criteria for custom dynamic choice lists to filter data based on current record context. For example, when a sales rep is adding assets to an opportunity record, you can use a custom DCL to present the rep with a list of assets that are associated with the opportunity account. Using Advanced Mode you can configure a custom DCL to return this filtered data set instead of returning all assets. This will enable sales reps to select assets for an opportunity based on the assets that are associated to the account.

Dynamic Choice List Invokes a Picker Where the Records Are Filtered by Dynamic Criteria Based on the Object Context.

• Existing Filter mode allows filtering custom dynamic choice list records using predefined named view criteria that simplify common searches. For example, Accounts dynamic choice list fields can use predefined view criteria called “AllAccounts” to exclude Competitors, Suppliers, Partners.

Existing Filter Mode Reveals Pre-Defined Filters for Common Search Patterns

Steps to Enable

No steps are required to enable this feature.

Dynamic Choice Lists Auto-Suggest Supports “Contains” for Custom Objects

Configure auto-suggest for dynamic choice lists to use the Contains operator, rather than the Starts With operator. For example, the custom object ‘Airport’ stores airport names starting with country code, airport code and then city name. Using the Contains operator for auto-suggest, you can narrow the suggested shipping locations by typing in the city name.

NOTE: The Contains operator is supported only for dynamic choice lists of custom object and not standard objects.

You Can Directly Enter Text in Dynamic Choice Lists and the Application Suggests Potential Matches Whose Name “contains” the Text that You Have Entered.

Steps to Enable

No steps are required to enable this feature.

Custom Subject Area Enhancements

Take advantage of more comprehensive reporting with the following enhancements to custom subject areas:

• Currency Support for Custom Currency Fields: When creating a custom subject area for a custom object, the currency code field is now available for custom subject areas and reporting.
  
  

The Application Supports Currency Code in the Custom Subject Areas and Reporting for Custom Objects.

• Improved Reporting on Fixed Choice Lists: When filters are used on a custom fixed choice list field in a report, filtering is automatically based on the Lookup Code. Filtering on lookup code is especially important and efficient for multi-language support. This applies to all custom fixed choice lists and custom and standard subject areas.
  
  

In a Report, When Filters Are Used on a Custom Fixed Choice List, the Filtering Is Based on the Lookup Code.

Steps to Enable

No steps are required to enable this feature.

Integrations

In addition to providing a wide set of prebuilt integrations, Oracle also provides an extensive set of tools and capabilities for building custom integration flows.

Public Event Support

Integrate Oracle Sales Cloud with other customer experience and on-premises applications. In addition to Oracle’s core integration capabilities such as Web services and file import and export, you can build integrations using Oracle’s Integration Cloud Service (ICS). To communicate with ICS, CRUD operations in the application now raise public events that invoke integration flows in ICS. Events for ICS integrations are available for the following sales objects:

• Activities
• Assets
• Notes
• Opportunity Notes
• Partner Notes
• Leads Notes
• Deal Registration Notes
• Business Plans

Steps to Enable

No steps are required to enable this feature.

RESTful Web Services

Build custom applications, such as mobile apps or custom UIs, and integrate with a wide array of applications using RESTful Web services. New RESTful Web service APIs for Oracle Sales Cloud make it possible to do the following:

• Assets
  • Find, create, update and delete assets
• Territories
  • Create, read, update and delete sales territories
• Territory Proposals
  • Create, read, update and delete territory proposals
• Sales Objectives
  • Create, read, update and delete sales objectives

Steps to Enable

No steps are required to enable this feature.

Groovy Script Actions in Object Workflows

Invoke Groovy script as an object workflow action to call an external Groovy object function. For example, you can trigger a Groovy action to close all open tasks for an opportunity when the opportunity is closed. You can create a new object function method or select an existing method. To invoke Groovy script, the visibility field on the method needs to be set to Callable by External Systems.

You Can Configure Groovy Script Action in an Object Workflow.

Steps to Enable

No steps are required to enable this feature.

Setup and Maintenance

Oracle’s Setup and Maintenance tools offer easy-to-use tools to accelerate your implementation.

File-Based Data Import/Export

Import data from external sources and export data from Oracle CX Sales using CSV or XML files.

Display Names

Map import data with ease using friendly display names within the import user interface.  Easy-to-understand field names allow you to more accurately complete the import activity and reduce mapping errors.

You Can Use Friendly Display Names When Mapping Import Data.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

• For a demonstration of this enhancement, see the Setup and Maintenance release training on the Customer Experience Release Readiness page.

Alternate Keys for Custom Objects and Relationships

Use alternate keys to link source and destination objects.  Alternative keys allow you to save time by eliminating the need to match records to system-generated ID values.

Using alternate keys instead of record ID values, you can perform the following:

• Update and associate custom object records
• Import and update custom attributes
• Import 1:M and M:1 relationships

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

• For a demonstration of this enhancement, see the Setup and Maintenance release training on the Customer Experience Release Readiness page.

Maximum Record Count Functional Limiter

Ensure that import actions do not exceed the functional capabilities of the application. Functional limiters offer clear guidance on the maximum number of records that can be imported in a single batch.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

• For a demonstration of this enhancement, see the Setup and Maintenance release training on the Customer Experience Release Readiness page.

Import for M:M Relationships

Import data directly into intersection tables to define many-to-many relationships between records.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

• For a demonstration of this enhancement, see the Setup and Maintenance release training on the Customer Experience Release Readiness page.

Import-Based Assignment Using Email Address

Associate an account to an owner based on email address using File Based Data Import. Previously, the owner’s party ID was needed to assign an account to an owner.  Now that assignment can be done using email address.

Steps to Enable

No steps are required to enable this feature.

Simplified Object Model

Efficiently complete import mapping for accounts and contacts. The simplified object model limits the set of target objects and target attributes exposed within the import tool.

Steps to Enable

No steps are required to enable this feature.

Input File Download

Review input files to help troubleshoot import issues. The input file is now available for download from the Import Status page.

You Can Now Review the Input File to Process Any Errors.

Steps to Enable

No steps are required to enable this enhancement.

Key Resources

• For a demonstration of this enhancement, see the Setup and Maintenance release training on the Customer Experience Release Readiness page.

Enhanced Import/Export for Accounts and Contacts

Import standard attributes, extensible attributes and related custom objects for accounts and contacts. The following standard child objects for account and contacts offer simplified import: address, sales team, classification, relationships, and attachments. The simplified import view offers field label consistency between the import and end user interfaces, clear validation error messages and improved performance.

You Can Import Standard and Extensible Attributes for Accounts and Contacts in a Simplified View.

The Import Provides Field Label Consistency, Clear Validation Messages, and Offers Improved Performance.

In addition, you can take advantage of simplified export for account and contact child objects and can export standard and custom attributes such as address, sales team, classification and sales team member.

You Can Import Standard and Extensible Attributes for Accounts and Contacts in a Simplified View.

Steps to Enable

No steps are required to enable this feature.

Enhanced Templates for Opportunity Import

Leverage seeded import mappings in order to simplify import mappings for the opportunity object.  The following additions and changes to seeded templates make it easier to import opportunity details:

• Transactions/Recurring Revenue template
  • New template with parent schedule line attributes that can be used to irevenue line items for
• All Related Objects template
  • Opportunity deal object attribute added
  • Product Group Internal Name and Revenue Amount attributes included
  • References and responses attributes removed.
  • Opportunity Revenue-Customer Party Number attribute removed
• Opportunity Resource Revenue template
  • Opportunity Revenue-Customer Party Number attribute removed
  • Product Group Internal Name and Revenue Amount attributes included
• All templates
  • Organization Party Number attribute removed

Steps to Enable

No steps are required to enable this feature.

Simplified Setup

Oracle continues to invest in best practices and technologies that can simplify application setup and implementation.

Streamlined Sales Offering

Take advantage of the new, streamlined sales offering in Oracle Sales Cloud Setup and Maintenance page. The new offering includes 16 functional areas, corresponding to key features in Oracle Sales Cloud. Each functional area displays required tasks in the order of execution. Optional tasks are easy to access by changing the view to All Tasks.

The Sales Setup Page Displays the Functional Areas and the Tasks for Each Functional Area

Steps to Enable

You must sign in as a user with an administrator role to perform these steps.

1. From the landing page, select My Enterprise and Offerings.
2. In the Offerings page, select the Sales offering. In the right panel, Status of the Sales Offering is displayed as Not Enabled.
3. Click the Opt-In Features button to enable the Sales offering.
4. In the Opt In: Sales page, select the first check box to enable the Sales offering and the additional check boxes based on your business needs. For example if you plan do not plan to use sales campaigns and leads initially, you can leave them unchecked.
5. Click Done to return to the Offerings page.
6. To disable the Obsolete: Sales Offering, click the Opt In Features button.
7. Deselect the Enable checkbox in the first row to disable the Obsolete: Sales offering.
8. Click Yes on the warning message that is displayed.
9. Click Done to return to the Offerings page.

Quick Setup

Efficiently run core setup tasks using Quick Setup pages. Enabled for three functional areas (company profile, sales foundation and opportunities), Quick Setup enables you to administer these core tasks:

• Review company information
• Change default corporate currency
• Schedule work area search
• Change the default sales method
• Configure opportunity close behavior

Click the Setup Icon to Go the Quick Setup Pages.

For Example, You Can Review Your Company Information and Select the Currency for Your Sales Transactions.

Steps to Enable

No steps are required to enable this feature.

Nokia Geography Data Enhancements

Load enhanced master geography data through the Import Nokia Data option.  The Nokia data set now includes the following:

• Refreshed data for the United States, the United Kingdom, France, Germany and the Netherlands
• Alternative names to prevent geography conflicts between various data providers
• An updated source, from user defined to Navteq

Steps to Enable

No steps are required to enable this feature.

Sales and Service Role Mappings

Setup sales and service roles efficiently using the following new role mappings:

• Service Roles - Provide seed data for the Customer Service Representative role and the Customer Service Manager roles to simplify the on-boarding experience for Oracle Engagement Cloud deployment.
• Sales Roles – Provide seed data for the new Chief Executive Officer role and the Sales Setup User role to expedite the creation of setup users and the CEO user.

Steps to Enable

No steps are required to enable this feature.

Security

Oracle Applications Security provides a single console where IT Security Managers and Administrators can perform various functions including user lifecycle management, role definition, security policy management (both functional and data), role hierarchy maintenance, username and password policy administration, and certificate management. The console also enables users to simulate the effect of security changes, to run security reports, and download a connector for integration with Microsoft Active Directory.

Predefined Role for Read-Only Access

Grant limited access to Oracle Sales Cloud with a predefined, read-only job role called Sales Restricted User that offers the following access:

• View accounts, contacts, leads and opportunities.
• Create and modify reports and analytics.
• Update, create and manage service requests and other non-sales data, such as HCM data.
• Edit forecasts.
• Access content in Sales Lightbox.
• Create, update and delete notes, tasks and activities.

This predefined role is designed to meet the needs of the following user groups:

• Back office users in accounting and finance can view reports and edit forecasts and legal users can view activities and interactions.
• Field service reps can view customer 360 information and can see leads and opportunities.
• Seasonal administrative users, such as those in the retail and higher education industries can view leads and opportunities.

Steps to Enable

No steps are required to enable this feature.

Post-Update Tasks

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

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).

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. 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, see the Streamline Sales Offering feature description.

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.