Update 24A

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	Module	Feature	Notes
26 JAN 2024	CX Framework	Edit a Record via Drawer Pane on Redwood List Page	Updated document. Revised feature information.
26 JAN 2024	CRM Common Components	Support Multiple Values in Advanced Filtering and Allow Freezing Columns on Redwood List Page	Updated document. Revised feature information.
26 JAN 2024	CRM Common Components	Synchronize Changes in Fixed Choice List Values to Adaptive Search	Updated document. Revised feature information.
18 JAN 2024	CX Framework	For Custom object Notes show Updated By as Name instead of ID	Updated document. Delivered new feature in update 24A.
18 JAN 2024	CX Framework	Using extension generator create smart actions while creating default pages for a custom object	Updated document. Delivered new feature in update 24A.
18 JAN 2024	CRM Common Components	Access Orchestration Attachments from the Orchestration Panel	Updated document. Delivered new feature in update 24A.
18 JAN 2024	CRM Common Components	Take Action on Skipped Steps to Complete Objectives.	Updated document. Delivered new feature in update 24A.
11 DEC 2023	Enterprise Contracts	Sign Contracts with Adobe Acrobat Sign	Updated document. Delivered new feature in update 24A.
01 DEC 2023			Created initial document.

Overview

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Feature Summary

Sales Automation Core Common

CRM Common Components

Switch Routine Owner

Multiple sales admins can pause and activate routines. When the routine owner no longer has privileges to manage routines, their routines will stop running. Now, you can switch the routine owner and continue running the routine with new owner's credentials. Switch owner is not needed for routines created with elevated access; elevated access is not impacted by privilege changes to the routine owner.

Switch the routine author when the administrator who created the routine leaves the company or changes roles.  Routines created with elevated access or with event triggers are not impacted as they run over all data.

Steps to Enable

You don't need to do anything to enable this feature.

Access Requirements

The following roles can manage routines:

• Sales Administrator
• Application Implementation Consultant
• Customer Relationship Management Application Adminstrator

Export Capability For Account Hierarchy Summary Information

A new hierarchy summary table is now available for export through the existing export features and interfaces. This table contains denormalized information about the Sales Account hierarchy, which should be refreshed regularly by customers. The summary table includes metadata such as counts of nodes both up and down the hierarchy tree.

Exporting the account hierarchy summary assists customers in using account data across different applications and systems. For example, when Sales Accounts are migrated or synchronized with another application, the summary data makes it possible to quickly access and present metrics and fields that describe the structure of the tree and each subtree.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

To ensure that account data and hierarchy summary data are consistent and aligned, it is recommended that customers run the hierarchy summary table refresh process at or near the time that the respective Sales Accounts are exported.

Key Resources

The Hierarchy Summary REST API provides useful information about the summary information collected in the table (https://docs.oracle.com/en/cloud/saas/sales/faaps/op-accounts-partynumber-child-accounthierarchysummary-partyid-get.html). All fields can be configured for export.

Extensibility support for Activities Panel

The Activity Feed panel, located within the foldout sections of the object record, has been designed to be extensible, allowing customers the flexibility to modify and customize it according to their specific requirements.

• Sales Admin users can tailor the panel to show the information most relevant to the user role, which can lead to increased efficiency and satisfaction.

• By customizing the feed panel to display pertinent activities and data, users can reduce the time spent searching for relevant information, thus speeding up decision-making and daily tasks.

• Sales Admin users can filter out the non-critical activities by customizing what activities and records users see, leading to better management of data and more focused attention on critical items.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Sales Admin users can customize the activity feed panel in Visual Builder by following the same process applicable to customize other foldout panels.

Navigate to the object i.e Account, lead etc., and expand on Panel Container layout. The user have to duplicate the existing panel configuration and modify the default query with the customized requirement.

Access Requirements

Only users with Sales administrator privileges can access this functionality

Configure Routines From Address

Define what email address to use in the From field for your Routine email notifications. Let's say you have configured a specific channel for Routines. You can set up the Send Email action to use the From address you specify for emails sent from Routines via Exchange, for example, routines-noreply@<customer_domain>.

Help teams quickly recognize notifications sent from routines by sales administrators. This can also minimize the risk of important notifications being sent to spam folders or rejected.  

Steps to Enable

Prerequisities:

• Your domain must already be registered in SPF and DKIM

Steps to Configure:

1. Navigate to "Setup and Maintenance". This can be found by clicking the link for the logged in user.
2. Click the menu icon on the right side of the screen and click the Search link.
3. Enter "Manage Communication Channels" in the search field and click the search icon.
4. Select the "Manage Communication Channels" task and click the "Create Channel" button.
5. Enter the following details:
   1. Select CRM for Stripe Code
   2. Select Routines for Purpose
   3. Select E-mail for Type
   4. Enter the email from address for Account Name. For example, routines-noreply@<yourdomain.com>
   5. If you want a name to display for the from email address, then enter the desired from name in display name. For example, if you enter Routines Admin, then the from address format will be Routines Admin <routines-noreply@yourdomain.com>.
6. Select business unit, if needed.
7. Set as active.
8. Click Save and Close.

Tips And Considerations

If you create more than one channel for Routines, the channel with the latest update date will be selected.

Key Resources

Refer to the Email Setup Guide for email configuration: https://docs.oracle.com/en/cloud/saas/sales/fadsi/overview-of-email-setup.html#s20078935

Access Requirements

The following privileges are required to create routines:

• ZCA_MANAGE_ROUTINES for access to the Routines application
• ORA_CRM_EXTN_ROLE to create Routines for custom objects

Show Actual Values Instead of Number of Values for Choice Lists in Redwood Sales List Page

With this feature you can see the values of a multi value field right on the redwood sales list page without drilling down into the record details page.

This saves additional clicks to see the data and improves usability for the users.

Steps to Enable

You don't need to do anything to enable this feature.

Confirmation message after action is executed.

Configure a confirmation message which is displayed after an action is executed.

Admin can configure to have a custom message displayed as a toast message after an action is executed.

Steps to Enable

Leverage Application Composer to expose and adjust page layout and attributes. To learn more about extending your application using Application Composer, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

In smart action admin UI you can add a confirmation message.

Support Multiple Values in Advanced Filtering and Allow Freezing Columns on Redwood List Page

You can now enter multiple search terms and to an implicit OR in the Advanced area when filtering your search in Redwood List Page. You can also choose to freeze columns to view the information you want while scrolling across multiple columns.

This feature allows you to search across multiple record sets and owners to return a more extensive and richer set of search results. By selecting to freeze columns to the left or right of your results list, you can keep in view the important data while scrolling across multiple columns.

Steps to Enable

You don't need to do anything to enable this feature.

Synchronize Changes in Fixed Choice List Values to Adaptive Search

Now the Adaptive Search maintenance job will synchronize any changes to lookup values made on choice lists. For example, if for Lead Rank the value Cold is changed to Cool, then the next periodic refresh job will reflect that on all the lead records having Rank as Cold. Previously you would have to run a Publish job to reflect it.

This feature allows the latest data updates to be displayed on Fixed Choice List fields without having to run a Publish job.

Steps to Enable

To enable this feature you need to do the following:

1. Sign in as a user having the Application Implementation Consultant role.
2. Go to the Configure Adaptive Search setup task.
3. Select the Parameters tab.
4. Update the value of "Enable Synchronization of Lookup Values" to Y.
5. Click Save.

Note: You must run one Full Publish job after changing the parameter to Y. Once complete, the next scheduled Adaptive Search Maintenance job will start to sync any changes made to the the Fixed Choice List values.

Validation When Deleting Records Using Import Management

When deleting records using the import management UI, you will see a new confirmation dialog to confirm your intent to delete records. In addition, when using the external data loader client (EDLC), you cannot pass mode=DELETE_RECORD in the configuration file. Instead, you need to pass the mode=DELETE_RECORD as a command line parameter.

When using the import management UI, the new confirmation message reduces the probability of deleting records by mistake. Similarly, it is much harder to delete records by mistake using the EDLC because the mode=DELETE_RECORD in the configuration file is no longer honored. You have to pass the mode explicitly as a command line parameter.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

If you have the mode=DELETE_RECORD parameter in your configuration file, you must update your process to pass this parameter via the command line parameter.

Enhance Sales Restricted User job role to provide Access to Redwood Sales

In the Redwood UX, users with the 'Sales Restricted User' job role can view accounts, contacts, leads, opportunities, goals, contests, and dashboards. They can also create sales activity appointments and tasks.

• The 'Sales Restricted User' job role can now access both the classic and the Redwood user experience in Sales.

Steps to Enable

You don't need to do anything to enable this feature.

Support Multiple Oracle CPQ Processes

Global enterprises use multiple CPQ processes for different types of opportunities, but the Oracle Sales & CPQ integration supports only a single active process today. With this enhancement we will now support multiple active Oracle CPQ processes for quote creation based on the attributes of the opportunity.

Customers who use multiple CPQ processes to price and quote their products are able to use a single sales instance to create and add quotes to an opportunity. The quote creation process can be different based on opportunity attributes such as the Business Unit associated with  the opportunity, the revenue amount, close date or custom attributes. The connection to a specific process is defined by the rules on Opportunity attributes as part of the integration definition between Sales and CPQ.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

1. Customer has followed the steps to set up connection to Oracle CPQ processes as detailed in Key Resources.

Key Resources

https://docs.oracle.com/en/cloud/saas/configure-price-quote/faicp/overview-of-the-oracle-cx-sales-and-oracle-cpq-integration.html#u29999122

Support Manual Field Update Step in Orchestration

Sales admins will be able to configure an update-type step in sales orchestration which can be used by sales reps to access and update the configured fields as a part of a sales process. 

This will streamline the sales process and improve productivity since the reps would not have to remember and locate the fields that they need to update at a specific juncture of the sales process, the system will automatically display the specific fields in a UI for them to update. 

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

If a field configured for the update step has a dependency then the dependent fields/fields must also be available for the Rep to update in the same step to avoid update validation errors during the update process. For example, IF Fields3 is Dependent on Fields2 and Field2 is dependent on Field1 then the Update Step must have all 3 fields configured. 

Access Requirements

SNo	Func Priv Name	Func Priv Code	Comments
1	View Sales Orchestration	ZCA_VIEW_SALES_ORCHESTRATION	To view the List of Sales Orchestrations or a particular Sales Orchestration
2	Create Sales Orchestration	ZCA_CREATE_SALES_ORCHESTRATION	To create a new Sales Orchestration
3	Update Sales Orchestration	ZCA_UPDATE_SALES_ORCHESTRATION	To update an existing Sales Orchestration
4	Delete Sales Orchestration	ZCA_DELETE_SALES_ORCHESTRATION	To delete the Sales Orchestration
5	Run Sales Orchestration Scheduled Jobs	ZCA_RUN_SALES_ORCHESTRATION_SCHEDULER	To be able to run, schedule and monitor Sales Orchestration related scheduled jobs
6	Export and Import Sales Orchestration	ZCA_EXPORT_IMPORT_SALES_ORCHESTRATION	To export or import Sales Orchestrations and related metadata.

Access Orchestration Attachments from the Orchestration Panel

Display Attachments Link on the Orchestration Panel for easy access to recommended content also use it for communication via email.

This feature will improve usability for the Sales reps and improve their productivity since they can readily access recommended content during sales activities. 

Steps to Enable

You don't need to do anything to enable this feature.

Access Requirements

Sales Administrator (ORA_ZBS_SALES_ADMINISTRATOR_JOB)	ZCA_VIEW_SALES_ORCHESTRATION ZCA_CREATE_SALES_ORCHESTRATION ZCA_UPDATE_SALES_ORCHESTRATION ZCA_DELETE_SALES_ORCHESTRATION ZCA_RUN_SALES_ORCHESTRATION_SCHEDULER ZCA_EXPORT_IMPORT_SALES_ORCHESTRATION	Sales Administrator can view, associate, create, update, run/schedule the ESS Jobs of the Sales Orchestration object.
Sales Representative (ORA_ZBS_SALES_REPRESENTATIVE_JOB)	ZCA_VIEW_SALES_ORCHESTRATION	Sales Representative can view, associate the Sales Orchestration to any object and take the object through different stages and steps of it.
Sales Manager	ZCA_VIEW_SALES_ORCHESTRATION	Sales Manager can view, associate the Sales Orchestration to any object and take the object through different stages and steps of it.
Sales VP	ZCA_VIEW_SALES_ORCHESTRATION	Sales VP can view, associate the Sales Orchestration to any object and take the object through different stages and steps of it.
Enterprise Scheduler Job Application Identity for CRM (FUSION_APPS_CRM_ESS_APPID)	ZCA_RUN_SALES_ORCHESTRATION_SCHEDULER ZCA_VIEW_SALES_ORCHESTRATION	ESS APPID role can run the Sales Orchestration ESS Jobs ESS APPID role invokes Orchestration's REST WSs for signal enrichment and hence, it needs the GET access on the REST resources.

Take Action on Skipped Steps to Complete Objectives.

This feature allows users to take Action on Skipped Steps and complete Orchestration Objectives.

This feature will allow users to leverage the smart actions to act on the skipped guidance steps. This improves their productivity since in the prior versions of the app smart actions were no displayed on Skipped steps. 

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

The View attachments would automatically show up in the Guidance panel if attachments are configured for a Specific Orchestration/Guidance Step. 

Access Requirements

SNo	Func Priv Name	Func Priv Code	Comments
1	View Sales Orchestration	ZCA_VIEW_SALES_ORCHESTRATION	To view the List of Sales Orchestrations or a particular Sales Orchestration
2	Create Sales Orchestration	ZCA_CREATE_SALES_ORCHESTRATION	To create a new Sales Orchestration
3	Update Sales Orchestration	ZCA_UPDATE_SALES_ORCHESTRATION	To update an existing Sales Orchestration
4	Delete Sales Orchestration	ZCA_DELETE_SALES_ORCHESTRATION	To delete the Sales Orchestration
5	Run Sales Orchestration Scheduled Jobs	ZCA_RUN_SALES_ORCHESTRATION_SCHEDULER	To be able to run, schedule and monitor Sales Orchestration related scheduled jobs
6	Export and Import Sales Orchestration	ZCA_EXPORT_IMPORT_SALES_ORCHESTRATION	To export or import Sales Orchestrations and related metadata.

View Sales Orchestration	ZCA_VIEW_SALES_ORCHESTRATION	To view the List of Sales Orchestrations or a particular Sales Orchestration
Create Sales Orchestration	ZCA_CREATE_SALES_ORCHESTRATION	To create a new Sales Orchestration
Update Sales Orchestration	ZCA_UPDATE_SALES_ORCHESTRATION	To update an existing Sales Orchestration
Delete Sales Orchestration	ZCA_DELETE_SALES_ORCHESTRATION	To delete the Sales Orchestration
Run Sales Orchestration Scheduled Jobs	ZCA_RUN_SALES_ORCHESTRATION_SCHEDULER	To be able to run, schedule and monitor Sales Orchestration related scheduled jobs
Export and Import Sales Orchestration	ZCA_EXPORT_IMPORT_SALES_ORCHESTRATION	To export or import Sales Orchestrations and related metadata.

Customer Center

Configure Redwood Sales Accounts for Users to Select and Remove Multiple Industry Values

Customers can now configure the Accounts Details form to replace the Primary Industry field with a component that provides users with a way to search for and select multiple industry values for the Account. Sellers also have the capability to remove values and elect one as the primary.

Many customers express the verticals and industries of their customer accounts using more than one industry value. This feature makes it possible and configurable for the end user.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Configuring the Account Details layout is done through VBS (guidance published separately).

Enable Customers to View and Create CPQ Quotes From a Redwood Sales Account

Currently, Quotes in Redwood Sales can only be viewed and managed from the context of an Opportunity. This feature will now surface Quote data into the Sales Account through the foldout panel, subview, and smart action, and allow sellers to view and create Quotes directly from the Account.

Quotes are typically associated with Opportunities, but there are many valid cases where a quote can be created and managed without an Opportunity. This feature extends how quotes can be managed, and it is now possible for the sales organization to view, create, and edit quotes from an account (without being tied to an opportunity record).

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

• An active CPQ install is required for the feature to be fully functional.
• Follow the Extending Digital Sales guide on how to manage and customize Foldout panels and expose Smart Actions for the user.

Extend the Hierarchy Context Switcher to Include New Summary Views for Sellers in Account Hierarchy Sub-view

Sellers can now navigate the Sales Account Hierarchy subview with additional goal-focused, contextualized views (Interaction Summary and Lead Summary) to help them improve their cross-account effectiveness.

Besides viewing the Opportunity Summary in Account hierarchy subview, seeing Interactions and Lead Summary for an account helps sellers enhance cross-account effectiveness by understanding how their actions in one account can influence others. For instance, if a seller is successful in closing a deal with one contact in an account, it can pave the way for more deals in the same account, improving future opportunities.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

You need to run the batch job (Refresh Denormalized Data for Account Hierarchy) to view the latest and updated data in the account hierarchy.

Access Requirements

Available for all users.

View Persona Specific Default Account UIs

There will be a total of three out-of-the box Sales Account UI layouts.  One layout will be available for users with the out-of-box sales manager job role.  Another will be available for users with the out-of-box sales administrator job role.  The third layout is a default layout that is available to other users that do not have either the out-of-box sales manager or sales administrator job roles.  An example user who would the default layout would be a sales rep.

You can associate custom job roles so that users that have that custom job role is using one of these layouts.

By having distinct page layouts for different personas, the Account UIs can present the most appropriate information needed by different users.

Steps to Enable

You don't need to do anything to enable this feature.

CX Foundation

Support for additional smart actions for Activities & Interactions

This feature enables users to swiftly create follow-up tasks and schedule follow-up appointments from existing activity, along with the added ability to duplicate details from existing tasks and appointments to create new activity records. Additionally, for orphan activity records not linked to accounts, leads, opportunities, or contacts, users can directly initiate calls or send emails.

• The ability to create follow-up tasks and appointments guarantees that no potential follow-ups or issues are overlooked and also provides an association hierarchy in the application.

• Reducing repetitive data entry by copying details from existing tasks and appointments to create new activities saves valuable time and effort.

• Enhances productivity with essential smart actions integrated into activity records, enabling sales representatives to perform critical tasks with ease and efficiency.

Steps to Enable

Follow-up Task & Follow-up Appointment

The 'Follow-up Task & Follow-up Appointment' smart actions is hidden by default but you can make it available to your users through Application Composer.

Here's how to enable the 'Follow-up Task & Follow-up Appointment' smart action

1. Sign in as a Sales Administrator or as a setup user.
2. Activate a sandbox.
3. Navigate to Application Composer, in the Configuration category.
4. In the navigation tree, expand 'Common Setup' and click on 'Smart actions'
5. From the search bar, search for 'Follow-up Task' and 'Follow-up Appointment', The search results will display smart actions for 'Follow-up Task' and 'Follow-up Appointment' for the workspace application
6. From the search results duplicate the existing smart actions 'Follow-up Task' and 'Follow-up Appointment'.
7. In the 'Availability' tab of the create smart action page, include 'Sales' in the application field and 'List page' in the UI availability field
8. Review and submit the smart action
9. Test the changes: Navigate to Sales > Activities > click on the action menu for an activity. The actions will be displayed for the activity
10. Publish the sandbox

Copy Task & Copy Appointment

The 'Copy Task & Copy Appointment' smart actions is hidden by default but you can make it available to your users through Application Composer.

Here's how to enable the 'Copy Task & Copy Appointment' smart action

1. Sign in as a Sales Administrator or as a setup user.
2. Activate a sandbox.
3. Navigate to Application Composer, in the Configuration category.
4. In the navigation tree, expand 'Common Setup' and click on 'Smart actions'
5. From the search bar, search for 'Copy Task' and 'Copy Appointment', the actions would be disabled by default
6. Enable 'Copy Task' & Copy Appointment' smart action for Activity for Sales application.
7. Test the changes: Navigate to Sales > Activities > click on the action menu for an activity. The actions will be displayed for the activity
8. Publish the sandbox

Interaction Actions for Orphan Activities

The interaction smart actions i.e. Call, Send Email, Log a call, Log an email & Log an interaction are hidden by default but you can make it available to your users through Application Composer.

Here's how to enable the interactions smart action

1. Sign in as a Sales Administrator or as a setup user.
2. Activate a sandbox.
3. Navigate to Application Composer, in the Configuration category.
4. In the navigation tree, expand 'Common Setup' and click on 'Smart actions'
5. From the search bar, search for the smart actions individually i.e  Call, Send Email, Log a call, Log an email & Log an interaction for the activities object
6. From the search results duplicate the existing smart action
7. In the 'Availability' tab of the create smart action page, include 'Sales' in the application field and 'List page' in the UI availability field
8. Additionally in the 'Availability' tab, under the 'Conditions' section, remove conditions where the smart action is associated to a object record i.e Opportunity, Account, lead and primary contact
9. Test the changes: Navigate to Sales > Activities > click on the action menu for an orphan activity. The actions will be displayed for the activity
10. Publish the sandbox

CX Framework

Call a smart action when a parameter is passed in detail page url.

Call smart action when a parameter is passed in detail page URL.

Users can have a deep link to a detail page, which will navigate to the page and call the smart action.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

To call a smart action "Send Email" for opportunity, we can pass a parameter actionId=SDA-SendEmail-opportunities

Reorder panel and show or hide sub-view based on a field condition

Reorder panel and show or hide sub-view based on a field condition

Admin can reorder panels based on a field condition

Steps to Enable

Leverage Application Composer to expose and adjust page layout and attributes. To learn more about extending your application using Application Composer, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

In VB Studio Admin needs to set "deferRalatedDataLoad" add a condition for panel container layout.

For Custom object Notes show Updated By as Name instead of ID

For Custom object Notes show Updated By as Name instead of ID

UI is clean and do not display ID of a user.

Steps to Enable

Leverage Application Composer to expose and adjust page layout and attributes. To learn more about extending your application using Application Composer, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

Using extension generator create smart actions while creating default pages for a custom object

Using extension generator create smart actions while creating default pages for a custom object

Administrator need not create the smart actions manually since these can be created by extension generator.

Steps to Enable

Leverage Application Composer to expose and adjust page layout and attributes. To learn more about extending your application using Application Composer, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

Edit a Record via Drawer Pane on Redwood List Page

You can now update fields on any record from the Redwood List page without actually drilling down into the record. Select the record you want to update and click Edit from the Actions menu. A Drawer displays from where you can quickly edit the fields on the record and save your updates. Similarly you can update records from the Dashboard as well.

Allows quick edit on records directly from Redwood List page without drilling down into the record's details / fold out pages and also from Dashboard.

Steps to Enable

You don't need to do anything to enable this feature.

Sales Automation Foundation Common

Sales Analytics

Interactions User Adoption Reporting in Application Usage Insights

User adoption reporting for Interactions is available in Application Usage Insights with a new Interactions dashboard tab. This dashboard shows the usage, adoption and creation of Interactions by sales teams. Analyses delivered include the total accumulated growth of Interaction records over time, number of new Interactions records created by day segmented by Interaction channel type, how the creation of new Interactions records changes compared to previous periods, and other metrics. Metrics distinguish between Interactions created automatically from those created manually, and which business activity type the Interaction was created for such as those related to Opportunities, Accounts, Activities, and more. Analyses can be filtered by sales team member, sales team manager, region, and role.

This feature enables sales managers to understand if sales teams use Interactions as a sales best practice, and to what degree. This delivers to sales managers insights into which sales teams and sales team members actively engage with customers and prospects to move leads and opportunities forward through the use of Interactions. It also enables sales leadership to correlate degree of Interaction usage to sales success.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

1) Use the object drop-down selector at the top of the dashboard to pick which object to report interactions against. For example, selecting the Account object reports the count of all Interactions associated with the Accounts object. This includes Interactions logged directly against an Account, as well as all Interactions logged against objects associated with the Account.

2) Only one object can be selected to be reported against, subject to the behavior highlighted in the tip above. A count of Interactions across all objects, or selection of multiple objects in the object drop-down list, is not supported at this time. 

3) Use the Automatic and Manual radio buttons to filter the dashboard for Interactions created automatically vs. Interactions created manually. Either Automatic or Manual can be selected, but not both at the same time.

4) The Interactions chart shows the number of Interaction records created by day, segmented by channel. The display of this chart defaults to show all channels. Users can interact with this chart to show only selected channels by clicking on the channel name underneath the chart. Clicking alternatively on the channel name will hide and expose the channel in the chart.

CX Sales Mobile

Inform sellers when appointment creation or update will notify contacts via Outlook.

When using Oracle's bi-directional Appointment Sync with Microsoft Exchange, appointments created or updated in the mobile app are synchronized to Exchange and the contacts receive meeting notifications via Outlook. Sellers will now see a dialog in the mobile app when creating or updating an appointment in a way where notifications will be sent contacts via Exchange, so that they can make an informed decision before saving the changes. When using Oracle's bi-directional Appointment Sync with Microsoft Exchange, appointments created or updated in the mobile app are synchronized to Exchange and the contacts receive meeting notifications via Outlook. Sellers will now see a dialog in the mobile app when creating or updating an appointment in a way where notifications will be sent contacts via Exchange, so that they can make an informed decision before saving the changes.

Dialog on Edit Appointment

Reduce risk of confidential information being shared with customers during the sales cycle.

Steps to Enable

Leverage Application Composer to expose and adjust page layout and attributes. To learn more about extending your application using Application Composer, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

1. As a pre-requisite, enable Bidirectional Sync for Appointments.
2. In a publishable sandbox, navigate to Application Composer > Mobile Application Setup.
3. Select Settings and expand Exchange Settings.
4. "Enable Appointment Sync Notification" will be enabled by default. If it has been disabled, re-enable by switching the feature on.
5. Publish the sandbox. 

Tips And Considerations

1. "Enable Appointment Sync Notification" is enabled by default in Mobile Application Setup. However, this feature will only be active for mobile users if Bidirectional Appointment sync is enabled in your Oracle Sales environment.
2. The following field values are synchronized with Exchange:
   1. Subject
   2. Location
   3. Description
   4. Contacts
   5. Start Date/Time
   6. End Date/Time
   7. All Day
   8. Private
   9. Recurrence
   10. Attachments

Key Resources

Sales Admin

Act on REST and Object Function-based custom Smart Actions on Mobile

Use the Smart Actions framework to create headless custom actions for CX Sales Mobile. Use REST-based actions to update field values. Use Object Function-based actions to perform more sophisticated updates to sales records or open external links. View the same actions on List and Detail pages.

Increase productivity by performing sales workflows like reprice opportunity or update revenue line dates with smart actions.

Steps to Enable

Leverage Application Composer to expose and adjust page layout and attributes. To learn more about extending your application using Application Composer, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

1. In a publishable sandbox, navigate to Application Composer > Smart Actions
2. Create a new REST-based or Object function-based action
3. Under Availability, select Mobile as one of the Applications where the Smart Action will appear
4. Complete remaining steps in creating the Smart Action
5. Publish the sandbox

Tips And Considerations

1. UI-based Smart Actions are not currently supported in CX Sales Mobile
2. Smart Actions that have a Custom Type are available in CX Sales Mobile. System Type Smart Actions do not appear in CX Sales Mobile.

Key Resources

Sales Admin

Sales Force Automation

Enterprise Contracts

Manage Signed Contract Documents

From the Documents tab, you can now manage your signed contract document in its own document category, separate from other supporting documents. It's visibly highlighted on the Documents tab so you can easily find the signed copy alongside the latest contract in the application.

Electronically Signed Contracts

When contracts are electronically signed, the signed contract document that's returned is saved in the new Signed Contract Document category, and the File Name is displayed at the top of the Documents tab.

Signed Contract Document for Electronically Signed Contract

When a new version is created for the contract, the latest signed contract document takes the position alongside the primary contract document and the prior signed contract document is retained and saved as a Supporting Document in the Contract Image category.

Signed Contract Document on Version 2

Manually Signed Contracts

Contracts that don't go through your own electronic signing process also use the new Signed Contract Document category. These could be contracts that are tracked manually, with wet signatures, or for those signed through electronic processes outside the application. Once you have the signed contract document, you can use the plus icon next to the Signed Contract Document field to add it to the contract as an attachment. You can either browse for the file, or link to it from a URL.

Browse for File

Attach as a URL

You can attach more than one signed contract document. You'll see only one in the Signed Contract Document field, but can see the others by hovering over the Folder icon.

Additional Signed Contract Documents from Folder Icon

Clicking on the Folder icon opens the Attachments summary. You can open or download the documents from here.

Multiple Signed Contract Documents on Attachment Summary

Deleting a Signed Contract Document

Signed contract documents need to be protected from accidental deletion which is why they're now held in a separate document category. However there still may be a valid case for deleting one, for example the wrong document was attached. In order to delete a signed contract document, the contract must be in either draft or under amendment status, and you must be assigned the privilege to allow deletion of signed contract documents. Once a contract has become active and a signed contract document exists (whether electronically or manually added), you can't delete the signed contract document on that contract under any circumstances. If you need to delete a document, you'd need to amend it first.

If you need to proceed with deleting a signed contract document, you can delete one or more from the attachment summary, or you can directly delete a document from the Documents tab.

Delete Signed Contract Document

You'll see a warning before you proceed.

Warning when deleting a Signed Contract Document

This offers better protection for signed contract documents where they can be deleted only in limited circumstances.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Enterprise Contracts

Migrating Signed Contract Documents

If you opt in to use this feature, you can migrate your existing signed contract documents to the new Signed Contract Document category. Before migrating, these signed contract documents will be in the Contract Image category in the Supporting Documents region.

Signed Contract Document Before Migration

After migration, the documents attached as files in the Contract Image category that were selected by the migration process are moved to the new category and the File Name is displayed in the Signed Contract Document field.

Signed Contract Document After Migration

The migration is carried out by the Migrate Signed Contract Documents scheduled process.

Migrate Signed Contract Documents Scheduled Process

NOTE: You can't undo the migration once the documents are moved from the Contract Image category to the Signed Contract Document category. To be sure you're moving the correct documents, you should first run the process in review mode.

Run first in Review Mode

• Mode - Review output before migrating signed contract documents, or Migrate signed contract documents

After you've selected the Mode, you can further isolate the contract documents that will be included in the migration process with two other optional parameters:

• Migrate if Single Contract Image Exists - If set to Yes, this restricts the process to include contracts if only one document exists in the Contract Image category. If No, this restriction is removed.

• File Name Contains - This gives the option to match the file name of the signed contract document. For example if the file name contains the word 'Signed' the process would include contracts that have been electronically signed since by default they include 'Signed' in the file name when they're returned from the signing process.

At least one of the above two parameters are required. If both are entered, they work together as an AND condition.

Any contracts that already have documents in the signed contract document category will not be included as part of the migration.

Only the latest version of the contract will be identified by the migration process. For contracts that are under amendment, the prior active version will also be picked up so that if the contract amendment is later reverted, the contract that's reinstated will have been migrated by the process.

Documents included in the process can be from either manually or electronically signed contracts, as long as they match the above criteria.

Documents attached as a URL are not included in the process. Those are unaffected and remain under Supporting Documents in the Contract Image category.

Scheduled Process Parameters

When the Migrate Signed Contract Documents process completes, you can review the output file to check that the documents included in the process are as you expect them to be.

The output file is a text file, but you can save it as a CSV file and open it in Microsoft Excel so you can sort and filter your records.

Migrate Signed Contract Documents Output File

Once satisfied with the list of documents, you can run the process again in Migrate mode to process the files and migrate them to the new signed contract document category.

Tips And Considerations

Note that when signing contracts electronically, for example, in DocuSign, you have the option to add other documents that might be intended for internal viewers only. These internal documents are included within the combined document pack when the signed contract document is returned to Enterprise Contracts. You might want to consider this before you share the signed contract document through email or on the Supplier Portal.

Access Requirements

Two new privileges are introduced with this feature:

• Delete Signed Contract Documents - Allows deletion of signed contract documents for draft contracts, or contracts under amendment.

• Run Scheduled Process to Migrate Signed Contract Documents - Allows you to run the scheduled process to migrate signed contract documents.

These privileges aren't added to any seeded job role. You'll need to manually add them as required to a limited set of users.

Support Date and Number Data Types in Party Descriptive Flexfield

The Contract Parties descriptive flexfield now supports Number and Date data types that can be used when setting up segments. The values entered in these segments are validated to ensure they conform to these data types.

Number Based Segment

This helps to avoid entering incorrect data containing special characters, or in the wrong format.

Steps to Enable

You don't need to do anything to enable this feature.

Manage Contract Validations

When you submit a contract for approval, the validation process presents any errors and warnings that are found on the contract. You can now configure the contract validation rules of type Warning and enable or disable them as required. You can also choose to change the severity of the validation from Warning to Error to prevent the contract progressing through to approval until the error is resolved. Contract terms related validations are not available for configuration.

The feature is available for users with the Manage Contract Type privilege.

New Manage Contract Validations task

Manage Contract Validations

You can configure contract validations of type warning based on your business needs. Improve contract validation performance by disabling irrelevant warnings.

Steps to Enable

You don't need to do anything to enable this feature.

Sign Contracts with Adobe Acrobat Sign

You can now use Adobe Acrobat Sign to manage the electronic signature process for contract documents created in Enterprise Contracts. When you send the contract for signature, you can optionally add a CC recipient, specify the signing order and add a private message for each signer. Acrobat Sign sends the documents for signature, and you can track the progress from Manage Signatures action or the History tab of the contract. The contract status is set to Active automatically once all the signers have signed the contract.

Sending a Contract for Signature

When you create a contract from a contract type enabled for Acrobat Sign, you can designate one or more party contacts as signers on the Parties page and provide valid email for them. When the contract is in Pending Signature status, a user with edit privileges on the contract can send the contract for signature to the designated signers by email. Such a user can be an administrative user or a user with full access on the contract. The contract author who plans to send the contract for signature must have a valid email address and must be set up as a user in the Adobe Acrobat Sign account that's specified in the electronic signature setup. The Fusion Applications email ID of the user must match the Adobe Acrobat Sign account email ID. When you click on Sign Contract, in the integrated UI, Acrobat Sign agreement is created. You can add more tags in the agreement, add additional signers, add a private message to signers etc.

Contract Parties Tab

The signers are to be added in this tab for the internal and external parties with the signing sequence. You have the option to tag a signer as Information Only.

Managing the Electronic Signature Process

The signer who receives an email from Acrobat Sign can either sign or decline to sign. If the signer declines, the contract status changes back from Sent for Signature to the previous Pending Signature status. The sender of the contract can then make the required corrections to the agreement before re-sending it for signature. After the agreement is sent for signature, the sender can modify the agreement to add additional files and all the signers will see the updated document. Sender can also cancel the agreement and all the signers will receive an email about the cancellation.

Contract Validation

The documents added in the Documents tab of category Contract are appended to the agreement when it's sent for signature. The following formats are supported by Acrobat Sign. .pdf, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .rtf, .txt, .htm, .html, .bmp, .jpg, .jpeg, .gif, .png, .tif and .tiff. If any other document type is added, contract validation process will result in error.

View Electronic Signature History

The sender can view the electronic signature history of the current version of the contract in the Signatures region of the History page.

Track Electronic Signature Status

This scheduled process tracks the electronic signature process and makes the consequent contract status updates. When all signers have signed, this process retrieves the signed contract document from the Acrobat Sign and stored in the Documents tab. The status of the contract is set Active.

Contracts can be sent for signature automatically by running this process. If the contract status is 'Pending Signature', and if AutoSendForSignature ='Y' (the flag is set in the contract header using Webservice) the contract is sent for signing and the status of the contract is set to 'Sent for Signature'. 

Contract signature process is made efficient, easy and secure with Adobe Acrobat Sign. The entire signature process from generating the agreement to tracking the signatures can be managed within the contract.

Steps to Enable

Prerequisites

1. Your organization must first register and obtain a license directly from Adobe Acrobat Sign. 

2. After the license is obtained, you must set up an account for your organization on Acrobat Sign's web site. You must create an administrator account on the site. Note that this is a one-time activity.

3. Note down the email address and password used for administrator account in Acrobat Sign.

4. You can configure only one e-signature provider in the contracts application.

Configure Adobe Acrobat Sign

Navigation-> Setup and Maintenance->Manage Electronic Signature

Select Adobe Acrobat Sign as solution provider and click on Connect button.

Acrobat Sign Configuration

Acrobat Sign login window will open in another tab. Enter the email address and password of the administrator account and click on Sign In button.

Acrobat Sign Login

Access confirmation page is displayed. Click on the Allow Access button.

Allow Access

Connection status page is displayed.

Connection Status

Go back to the Manage Electronic Signature UI and click on Refresh button. If the connection was successful, Last Connected On and End Point URL will be displayed. In case of any failure during the setup process, click on the Connect button to retry the setup.

Acrobat Sign Successful Connection

Enable the contract type for Adobe Acrobat Sign

Navigation-> Setup and Maintenance->Manage Contract Type

Manage Contract Type

• Select Requires Signature in the Overview tab
• In the E-Signature tab, select Enable electronic signature
• Select the Solution provider as Adobe Acrobat Sign
• Enable Adobe Acrobat Sign Template - Templates to be configured in Adobe Sign account
• Email Message - Meaningful value

If you do not select the terms layout template with the appended signature tags as the default template for electronic signature, then you must manually configure the signatures tags in the Sign Contract page before sending the contract for signing.

Tips And Considerations

Only a single e-signature provider can be configured at any one time in the contracts application. You can configure Adobe Acrobat Sign, DocuSign or OneSpan. This feature is applicable only for contract documents created in Enterprise Contracts.

Key Resources

• Using Customer Contracts - How accepting a contract works
• Implementing Enterprise Contracts - Setup Electronic Signature

Sales for Microsoft 365

Track Microsoft Azure Application Client Secret Expiration Date

When setting up the Microsoft 365 integration for Oracle Sales Redwood UX, administrators will be required to enter the Microsoft Azure application's client secret expiration date. This date will be displayed in the Microsoft 365 monitor so that administrators are aware of when the client secret expires and can take immediate action to regenerate the client secret value before it expires.

Microsoft 365 integration for Oracle Sales Redwood UX's sync processes and add-in require client secret value, if the value expires, the sync processes will stop and sales people will not be able to log into the add-in. This feature helps you manage the integration and ensure continuity of sync and add-in usage for your users.

Steps to Enable

1. Sign in to the Sales application as a setup user.
2. Outside of a sandbox, navigate to Configuration > Application Composer.
3. Navigate to Productivity Applications Setup > Oracle Sales for Outlook.
4. In the Add-In Registration page, enter a date for the Client Secret Expires field.
5. Save your changes.

Tips And Considerations

• In the Microsoft 365 monitor, the client secret expiration date is displayed:
  • the date is displayed in red, if within 15 days of expiry or has already expired
  • the date is displayed in orange, if within 15 to 30 days of expiry
  • the date is displayed in green, if more than 30 days of expiry

Key Resources

• For more information, see the Implementing Sales guide.

Access Requirements

• Sales Administrator

Keep users authenticated for Microsoft Standard Sync process with automatic refresh of the authentication tokens

When a user logs in to the Oracle Sales add-in for the first time, an Oracle Sales token is generated and is kept active by the Microsoft 365 Token Refresh background process. The Microsoft 365 Standard Sync process can now automatically refresh the Oracle Sales token for the users thereby eliminating the need for the Token Refresh process. Starting 24A, you can cancel the Microsoft 365 Token Refresh process if you have it running as part of the Microsoft 365 Sync jobs in Scheduled Processes.

This feature will ensure reliability and continuity of sync for your Microsoft 365 integration users.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

• With this feature, Microsoft 365 Token Refresh job will no longer be required. You can cancel this job in Scheduled Processes, if you have this job is scheduled in your environments.

Access Requirements

• Sales Administrator

Enable Microsoft Teams Collaboration in the Redwood User Experience

Let salespeople easily start Microsoft Teams collaboration for their opportunities from Oracle Sales Redwood UX and invite additional members outside the opportunity team to help support the deal. A dedicated opportunity team is created in Microsoft Teams for the opportunity team members on using the Create Team in Microsoft Teams action in the opportunity. Once the team is created, users can use the Go to Microsoft Teams action to begin collaboration in the team.

Improves productivity as sales people can easily create a team for an opportunity in Microsoft Teams to start collaboration with the team members to advance the opportunity.

Steps to Enable

This integration with Microsoft Teams can be enabled via extensibility using a REST based smart action, an object function smart action and a formula field on the object to evaluate whether the team exists in Microsoft Teams for the record.

Here are the high level steps: 

1. Set up an application in Microsoft Azure.
2. Set up the Microsoft application information in Oracle Sales.
3. In application composer,
   1. Register the web service to the Collaboration REST API
   2. On the opportunity object: Create a formula field with a script and a Server Scripts > Object function
   3. Create 2 smart actions: "Create team in Microsoft Teams" (REST API based) and "Go to Microsoft Teams" (Object Function based)

This integration can also be setup for other objects such as custom objects. This is not supported at this time for accounts and contacts.

Tips And Considerations

• This integration is available only with the Oracle Sales Redwood User Experience.

• When there is no team in Microsoft Teams is created for the record, then the "Create team in Microsoft Teams" smart action is available. Salespeople will no longer be able to use the "Create team in Microsoft Teams" smart action once the team is created, the "Go to Microsoft Teams" smart action will then become available.

Access Requirements

• Sales Administrator
• Sales Representative

Next Gen Sales User Experience

Enhancement to filters on non-feed sub-views.

With this release, filter on subview is further enhanced to support multi-select on Fixed Choice Lists and also ranking filter suggestion based on fields included in the subview layout.

Additional operators with subview filters

multi select option with FCL fields

User can more options to quickly and easily find information they are looking for.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

1. When a user applies a filter, they will see new choices wherein they can choose multiple values for a fixed choice list field. 

NOTE:  Dynamic Choicelist fields are still regarded as text field so you will not see a list of values to pick from.

2. User will see additional new operators like IN or NOT IN or Has No Value operator that they can apply when applying filtering on a subview.

Enable Product Group Membership in Product Workbench

Product Workbench, aka Product Administration guided process in Sales, has been extended to allow product managers to associate a Product to a Product Group directly in Sales Catalog. This enables product managers to add the product to Sales Catalog without having to go to the Manage Product Group task to make the products available for Sales Reps to transact in Leads & Opportunity.

This feature allows product managers to define products and product bundles, add to the sales catalog, price product competitively leveraging CPQ pricing capabilities and launch it from one place using guided process flow offering a streamlined user experience.

Steps to Enable

Please review  COMMON PRODUCT ADMINISTRATION, PRODUCT BUNDLING AND PRODUCT LAUNCH in Oracle Fusion Cloud Sales Force Automation, What's New, 23C. This elaborates full functionality of Product Workbench and guides you with the steps required to setup Product Workbench.

Key Resources

• Please review  COMMON PRODUCT ADMINISTRATION, PRODUCT BUNDLING AND PRODUCT LAUNCH in Oracle Fusion Cloud Sales Force Automation, What's New, 23C. This elaborates full functionality of Product Workbench and guides you with the steps required to setup Product Workbench.

Access Requirements

Users of the Sales Administrator or Sales Product Manager role, or anyone assigned a custom role that contains the following privileges, can access this feature:

• Manage Products (QSC_MANAGE_PRODUCTS_PRIV)
  • View Products (QSC_VIEW_PRODUCTS_PRIV)
  • Launch Products (QSC_LAUNCH_PRODUCTS_PRIV)
  • Retire Products (QSC_RETIRE_PRODUCTS_PRIV)

• Manage Product Groups (QSC_MANAGE_PRODUCT_GROUPS_PRIV)

• Manage Price Book(QSC_MANAGE_PRICE_BOOK_PRIV)

Customer Data Management

View Leads for Duplicate Accounts and Account Hierarchy

When viewing the main sales account from a duplicate set that are linked together, in addition to the leads that reference the main account, you will be able to see the leads that reference any sales account that is a duplicate of the main account.

This feature will allow sales users to have better overall visibility to the sales engagements with a customer even if there are multiple representations of that customer in the system.

Steps to Enable

You don't need to do anything to enable this feature.

Sales for Outlook

Compose Emails in outlook using Templates

Sales reps can now communicate more effectively using email templates. With the help of these templates, sales reps can compose professional and personalized emails with remarkable ease and speed. By simply selecting a template, the email content is automatically populated with relevant information from the sales records based on the selected template.

Reduce time to craft professional emails based on sales context and communicate effectively.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Sales Administrators can configure Home Page layouts in Application Composer to enable email templates for a specific sales records, roles or regions. See Configure the Home Page topic for more details.

Key Resources

• Email Templates chapter in the Implementing Sales guide
• Configure the Home Page topic in Microsoft 365 for Redwood UX chapter in the Implementing Sales guide

Access Requirements

• Sales Administrator
• Sales Representative