Update 22B

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Overview

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Sales Automation Core Common

CX Foundation

Restrict Deletion of Master Geographies

Restrict the deletion of master geography data that's shared and used across Oracle Cloud Applications, such as Oracle Sales, Oracle ERP, Oracle HCM, Oracle SCM, and so on. When you delete geography data without cross reference analysis, the consuming applications are significantly impacted.

For example, ERP relies on geography data to calculate tax, and if you accidently delete the geography data, the tax calculations become invalid. Such deletions may also result in re-provisioning of Point of Delivery (PODs) in some cases.

CRM Common Components

Forecast Recurring Revenue Lines Using Only One Forecasting Date

You can now use a single date for forecasting recurring revenue lines. By setting a profile option, multiple recurring revenue lines are aggregated to a single close date (Opportunity Close Date). This means that only a single revenue line is required to calculate the total value for pipeline forecasts.

Add Current User as a Filter for Resource-Based Fields in Adaptive Search

You can now use the Is Me operator on resource-based fields in Workspace to add the current user as a filter when performing a search. This new operator lets you create saved searches with user-specific filters.

Accounts, Contacts, and Households

Rollup Supports General Ledger Calendar

You can now define rollups based on the accounting calendar. The start and end of your fiscal year and the time periods in the accounting calendar will be used while calculating the rollup values.

Render Employee Size on the Suggested List of Accounts Shown by Smart Data

The suggested list of companies rendered by Accounts smart data during the account creation flow is enhanced to include the employee size. This additional information helps salespeople understand the size of the company when selecting a record from the list.

Security

Data Access Using Access Groups Is Enabled By Default for New Customers

New customers no longer have to enable and activate predefined rules for system access groups to use access group data access. System access groups and predefined rules are enabled by default. Existing customers, however, must still enable and activate access group rules to use access group data access.

Monitor Access Group Scheduled Processes from the Access Groups User Interface

The Monitor subtab on the Access Groups user interface provides a single location where you can manage all the scheduled processes for access groups. You can run or cancel a process, view or update the schedule for a process, and monitor the status of an active process -- all from the Monitor page. This enhancement simplifies the administration of access group processes and lets you more easily identify failed processes that might be causing issues with data access.

Configure Team-Based Custom Object Security Using Access Groups

Enable team-based access to custom objects using access groups. Once added, a team member as well as his management hierarchy can access custom object records. With this feature, you no longer need to create custom data security predicates to secure custom objects based on teams.

Application Composer

Compare Application Composer Changes Between Environments

Compare Application Composer configuration changes between two environments during the migration process. You can check for configuration differences so that you can more easily troubleshoot issues that are occurring in one environment, but not in another.

Enable Left Outer Join on Custom Subject Areas with Secured Related Objects

You can now create custom subject areas that yield to a left outer join for both secured and unsecured dynamic choice lists on the related objects.

Import/Export Management

Use Alternate Keys to Link Custom Child Objects to Specific Customer Model Parent Objects During Import

You can now use the Original System and Original System Reference attributes to link custom child objects to specific customer model parent objects during import.

Dynamic Queue Size and Processing Improvements for Export Management

The export platform now dynamically manages the number of parallel jobs based on system capacity at runtime, in order to achieve optimal performance.

Import and Export Assignment Rules

Use Import and Export Management to import and export the assignment rules in your sales environment. Assignment rules let you assign resources and salespeople to business objects, such as an opportunity and lead. Once assigned, resources, along with their managers, have visibility to the business object. You can import the assignment rules previously exported from the same or another environment, or you can use this functionality to update multiple assignment rules at a time.

APIs

Use Enhanced Account Contact Child Object in REST API

You can use the enhanced Account Contact child object to view the details of contact person record, such as Sales Affinity Code and Buying Role, in the account contact child of the Accounts REST resource.

Search

Latitude and Longitude Attributes Not Displayed in UI by Default

The Latitude and Longitude attributes on the Address field are now set as hidden by default from the UI. Both attributes continue to be enabled in Adaptive Search but are mostly used in the background to support location searches. If you want to display these attributes in the UI, your sales administrator can display them from the Configure Adaptive Search > Configure UI screen.

Use Saved Search to View a List of Unaccepted Leads

You can now view a list of qualified or unqualified leads that haven't been accepted yet by using the New Unaccepted Leads saved search. This saved search is available by default to all users. Administrators can go to Manage Saved Searches and manage this new saved search if needed. 

Customer Data Management

Address, Email, and Phone Verification

Verify Email and Phone Numbers in Bulk

Verify email addresses and phone numbers, in addition to street addresses, in bulk, using batch requests.

Customer Hub

Purge Duplicate Resolution Requests in Pending and New Status

Remove unwanted, active resolution requests with the Purge Duplicate Resolution Data scheduled process.