Oracle Sales Cloud. What's New in Release 8

Transcription

1 Oracle Sales Cloud What's New in Release 8 25 July 2014

2 TABLE OF CONTENTS OVERVIEW... 4 RELEASE SUMMARY... 5 GENERAL ENHANCEMENTS ENHANCEMENTS FOR SALES REPS AND SALES MANAGERS ANYTIME, ANYWHERE ACCESS Oracle Sales Cloud Mobile Oracle Sales Cloud for Outlook CTI Integration for Desktop UI ACCOUNT AND CONTACT MANAGEMENT Account Management Contact Management Household Management PIPELINE AND FORECAST MANAGEMENT Opportunity Management Sales Forecasting MARKETING AND LEAD GENERATION Lead Management Sales Campaigns TEAM COLLABORATION Oracle Social Network Integration ENHANCEMENTS FOR SALES ADMINISTRATORS AND SALES MANAGERS SALES ANALYTICS AND REPORTING Sales Analytics Audit Reporting Sales Predictor SALES PERFORMANCE MANAGEMENT Territory Management Quota Management Incentive Compensation ENHANCEMENTS FOR CHANNEL MANAGERS PARTNER RELATIONSHIP MANAGEMENT ENHANCEMENTS FOR SALES ADMINISTRATORS AND IMPLEMENTERS EXTENSIBILITY CUSTOMER DATA MANAGEMENT Automerge Administration Account and Contact Enrichment Outbound Real-Time Integration FILE BASED DATA IMPORT SETUP AND MAINTENANCE

3 Migrate Customizations Master Geographies Load Diagnostic Tools for Assignment Manager Territory Management Setup Resource ManagementChanges PRE-UPGRADE CONSIDERATIONS POST-UPGRADE CONSIDERATIONS REVISION HISTORY

4 OVERVIEW This guide outlines the information you need to know about new or improved functionality in Oracle Sales Cloud Release 8. Each section includes a brief description of the enhancement, the steps you need to take to enable or begin using the enhanced feature, any tips or considerations that you should keep in mind, and the resources available to help you. For known issues or changed behavior, please refer to the Oracle Applications Cloud Known Issues. Keep in mind that system requirements may change from one release to another to accommodate new functionality. Please check the system requirements as you move to Oracle Sales Cloud Release 8. GIVE US FEEDBACK We welcome your comments and suggestions to improve the content. Please send your feedback to us: [email protected]. 4

5 RELEASE SUMMARY Some of the new Release 8 enhancements are automatically visible to users after the upgrade and some require action from the user, the company administrator, or Oracle. The table below offers a quick view of the actions required to enable each of the Release 8 features. Action Required to Enable Enhancement Enhancements Automatically Available End User Action Required Administrator Action Required Oracle Service Request Required General Enhancements Global Universal Header for Desktop UI and Tablet Getting Started in Simplified UI Enhancements for Sales Reps and Sales Managers Anytime, Anywhere Access Oracle Sales Cloud Mobile Support for Disconnected Mode Integration with Oracle Social Network Interactive Analytics Enable Custom Child Objects Create Customers Enhanced Activity Management Support for Saved Searches Automatic Geocoding Oracle Sales Cloud for Outlook Outlook Configuration in App Composer Customers and Contacts as Favorites Contact and Household Management Online Lookup Improved Synchronization CTI Integration for Desktop UI Web Chat Phone Chat 5

6 Action Required to Enable Enhancement Enhancements Automatically Available End User Action Required Administrator Action Required Oracle Service Request Required Account and Contact Management Account Management Account Overview and Edit Page Improvements Account Hierarchy Management Assets and Product Recommendations Business Relationship Management Data Quality and Enrichment Oracle Social Network Collaboration Embedded Reports and Analytics Extensibility for Accounts Desktop UI Improvements Contact Management Contact Create Page Improvements Contact Search Improvements Contact Overview and Edit Page Improvements Assets and Product Recommendations Contact Relationship Management Data Quality and Enrichment Oracle Social Network Collaboration Embedded Reports and Analytics Simplified UI Configuration for Contact Management Desktop UI Improvements Household Management Pipeline and Forecast Management Opportunity Management Yearly Time Periods Lead Association Automatic Assignment 6

7 Action Required to Enable Enhancement Enhancements Automatically Available End User Action Required Administrator Action Required Oracle Service Request Required Opportunity Management (continued) Attachments Opportunity Close Sales Forecasting Marketing and Lead Generation Lead Management Lead-Opportunity Association Mass Update Sales Campaigns Team Collaboration Oracle Social Network Integration Enhancements for Sales Administrators and Sales Managers Sales Analytics and Reporting* Sales Analytics Configurable Sales Dashboard Historical Opportunity Trending Historical Forecast Trending Embedded Reports in Simplified UI Pre-built Reports for Leads, Opportunities, Accounts, Forecast, and Partners Pre-Built Reports For Activities Custom Reports for Activities Custom Reports for Opportunity Team and Contacts Custom Reports for Account Team Reporting on Contact Attributes Relationship Heatmap Reports Removed Opportunity Status Attributes Renamed Audit Reporting Sales Predictor 7

8 Action Required to Enable Enhancement Enhancements Automatically Available End User Action Required Administrator Action Required Oracle Service Request Required Sales Performance Management* Territory Management File Based Data Import and Export for Territories Unique Identifiers for Territories and Proposals Territory Team Enhancements Extend Territory Management with Application Composer Quota Management Incentive Compensation Participant Commission Statement Estimate Compensation Export and Import Plans View Process Log Detail Simplified Calculation Process Import Participant Goals Import and Update Participant Detail Enhancements for Channel Managers Partner Relationship Management Optional Contract Implementation Flexible Approvals Partner Extensibility Partner-to-Partner Relationships Assign Partner Companies to Territories Optional Partner User Provisioning 8

9 Action Required to Enable Enhancement Enhancements Automatically Available End User Action Required Administrator Action Required Oracle Service Request Required Enhancements for Sales Administrators and Implementers Configurability and Extensibility* Extensibility Dynamic Layouts Configuring Subtabs Actions Menu Configuration Configuring Action Buttons Configuring Links Enabling Drill-Down Links User Interface Text Customization Customer Data Management Automerge Administration Account and Contact Enrichment Outbound Real-Time Integration File Based Data Import Pre-Defined Import Mappings Usability Enhancements Improved Error Handling Improved Logging Setup and Maintenance Migrate Customizations Master Geographies Load Diagnostic Tools for Assignment Manager Territory Management Setup Resource Management Changes * Note: The sales analytics, extensibility, data management, and cloud enablement enhancements are automatically available to Oracle Sales Cloud administrators upon upgrade to Release 8, but administrators must configure these features before end users see anything. 9

10 GENERAL ENHANCEMENTS GLOBAL UNIVERSAL HEADER FOR DESKTOP UI AND TABLET The global header is redesigned to simplify and consolidate the main header functionality. It now has a single line header, all the links are replaced with icons, and menu contents for Personalization and Administration are moved under the user name drop down list. These updates do not introduce any functionality changes. Below is a comparison of the global header in Release 7 and Release 8. RELEASE 7 RELEASE 8 STEPS TO ENABLE There are no steps necessary to enable these enhancements. GETTING STARTED IN SIMPLIFIED UI New Sales Representatives now have tools to help them get started with Oracle Sales Cloud. Five short videos and topic pages offer a quick orientation of these common tasks: Start your day in Oracle Sales Cloud Manage your accounts and contacts Create and qualify leads Manage your opportunities Collaborate with your sales team 10

11 The Quick Start Guide, available from the first topic page, offers navigation basics in a printable format. Click the Getting Started icon on the Home page to access these materials. STEPS TO ENABLE There are no steps necessary to enable these enhancements. ENHANCEMENTS FOR SALES REPS AND SALES MANAGERS The enhancements presented in this section directly affect the Sales Representative and Sales Manager job roles in the areas of: Anytime, Anywhere Access Account and Contact Management Pipeline and Forecast Management Marketing and Lead Generation Team Collaboration ANYTIME, ANYWHERE ACCESS ORACLE SALES CLOUD MOBILE To access Release 8 mobile enhancements, users must download the newest version of Oracle Sales Cloud Mobile from the Apple App Store (iphone and ipad), Google Play (Android) or your Oracle Sales Cloud instance (Blackberry). 11

12 For demonstrations of these enhancements, see the Oracle Sales Cloud Mobile Release Training. SUPPORT FOR DISCONNECTED MODE Oracle Sales Cloud Mobile now offers read-only access to Oracle Sales Cloud data in disconnected mode. So, you can be productive even without network access. To access specific records in disconnected mode, simply save your records locally on your mobile device. Additionally, Oracle Sales Cloud Mobile automatically stores all data recently accessed on your mobile device and makes it available to you when your device is in disconnected mode. STEPS TO ENABLE The first time each user goes into the Release 8 Oracle Sales Cloud Mobile application, they must configure offline access to keep offline data secure. This simple operation needs to be done only once. Send the instructions below to your Oracle Sales Cloud Mobile users. For ios (ipad and iphone) users: 1. Open Oracle Sales Cloud Mobile on your device. 2. Swipe right to view the navigation menu. 3. Tap Configure Offline Access. 4. Tap the Install button. 5. Tap Install to accept the warning. 6. Enter the passcode for your device, if applicable. 7. Tap Done. 12

13 This will download a profile on your device, which is used to secure the data for offline access. At any point, you can go to Settings > Profiles to view this certificate on your device. For Android users: 1. From the Settings application, tap Security. 2. Tap Encrypt tablet/device/phone. Note: The exact wording of the encryption command, and the navigation path, may vary by device and mobile carrier. 3. Enter a passcode for your device. 13

14 TIPS AND CONSIDERATIONS Oracle Sales Cloud Mobile will automatically switch from online to offline mode and vice-versa seamlessly whenever connectivity is lost or regained. In addition, the navigation menu includes an option to Work Offline, so you can switch to disconnected mode manually. Read-only access is available offline, but you cannot create or edit records while in disconnected mode. Data saved locally on your device represents a snapshot of the data when the record was saved. If you make changes to a saved record in the Oracle Sales Cloud web application, those changes will not be reflected in the saved record on your mobile device, unless you access the record from your mobile device while connected to the network. Accessing the record will resave the data on your device. As the company administrator, you can choose to disable offline mode for your company or set security that Oracle Sales Cloud Mobile will enforce. For more details, see the How can I disable the off-line mode for Oracle Sales Cloud Mobile? topic in Applications Help. While working in offline mode, your Home page will only show objects that have locally saved data. For instance, if you have no saved leads, you will not see the Leads icon on the Home page while working offline. Disconnected mode is supported for ios and Android devices only. Blackberry devices do not support disconnected mode. KEY RESOURCES For a demonstration of this enhancement, see the Oracle Sales Cloud Mobile Release Training. See the Oracle Sales Cloud channel on YouTube for videos related to Oracle Sales Cloud Mobile. Information and resources are available in the Rollout Guide for Oracle Sales Cloud Mobile (My Oracle Support Doc ID ) 14

15 INTEGRATION WITH ORACLE SOCIAL NETWORK You can now use Oracle Social Network to collaborate with your team on your lead, account, household, opportunity, or custom object records from Oracle Sales Cloud Mobile. Tapping the View Conversation action on your mobile device opens the Oracle Social Network application with the conversation specific to the record you were viewing in Oracle Sales Cloud Mobile. That conversation shows record updates, team member posts, and any uploaded documents. STEPS TO ENABLE In order to use the View Conversation action in Oracle Sales Cloud Mobile, you must have the Oracle Social Network application installed on your device. You can download the Oracle Social Network application from Google Play (Android devices) or the Apple App Store (ios devices) to use this enhancement. TIPS AND CONSIDERATIONS Once you select the View Conversation action, Oracle Social Network will open on your mobile device. You can then move between the Oracle Sales Cloud Mobile application and the Oracle Social Network application using the navigation capabilities of your device. For example, on an ios device, you would double-tap the Home button. Oracle Social Network is available on supported Android and ios devices, BlackBerry devices are not supported. KEY RESOURCES For a demonstration of this enhancement, see the Oracle Sales Cloud Mobile Release Training. For more information about Oracle Social Network, view the Mobile Devices chapter of the Using Oracle Social Network guide. 15

16 INTERACTIVE ANALYTICS Oracle Sales Cloud Mobile now offers interactive report navigation, including drill down navigation, embedded charts, and information expansion in tables. Drill down navigation You can drill down from a chart or report to another chart or report. For example, you can tap to see a report showing the opportunities in a given stage of a sales reps pipeline. Embedded charts You can view reports that have charts embedded within a report table. For example, you can view charts showing product line breakdowns for each region by year. 16

17 Information Expansion You can now expand and contract the information within report tables to view more or less detailed information. For example, you can expand categories in a tree structure, like territories or products, to view the specific data for each level of the hierarchy. STEPS TO ENABLE The ability to use interactive analytics will be immediately available in R8. You will see the interactive elements described above on any reports already enabled for Oracle Sales Cloud Mobile that have these interactive elements. To enable additional interactive analytics for Oracle Sales Cloud Mobile, refer to the instructions in the Oracle Sales Cloud Mobile Extensibility section of the Extending Sales guide. TIPS AND CONSIDERATIONS Any charts and reports can be enabled for Oracle Sales Cloud Mobile, but BI dashboards cannot. There is no limit to the number of reports you can add to Oracle Sales Cloud Mobile. KEY RESOURCES For a demonstration of this enhancement, see the Oracle Sales Cloud Mobile Release Training. For more information about Oracle Sales Cloud Mobile extensibility, refer to the instructions in the Oracle Sales Cloud Mobile Sales Extensibility section of the Extending Sales guide. For information about building custom reports, see the Oracle Sales Cloud Reporting and Analytic Overview Guide (My Oracle Support Doc ID ). ENABLE CUSTOM CHILD OBJECTS Using Application Composer, you can now create mobile pages to expose custom child objects. These custom child object pages will appear as related information tabs for any top-level standard or custom object. For example, you can add a custom service request object as a child of the accounts object. You may define mobilefriendly custom child objects with list and detail/edit views. 17

18 Once you create the custom child object pages, they are available on all supported mobile platforms and devices. STEPS TO ENABLE There are no steps necessary to enable these enhancements. You can immediately begin creating custom child object pages in Application Composer. The process for creating custom child object pages involves two steps. First you must create the child pages, then you must create the navigation link between the parent and child pages. For more information about Oracle Sales Cloud Mobile extensibility, refer to the instructions in the Oracle Sales Cloud Mobile Extensibility section of the Extending Sales guide. KEY RESOURCES For a demonstration of this enhancement, see the Oracle Sales Cloud Mobile Release Training. For more information about Oracle Sales Cloud Mobile extensibility, refer to the instructions in the Oracle Sales Cloud Mobile Sales Extensibility section of the Extending Sales guide. 18

19 CREATE CUSTOMERS Now you can create new Accounts, Contacts, and Households directly in Oracle Sales Cloud Mobile. STEPS TO ENABLE There are no steps necessary to enable this enhancement. KEY RESOURCES For a demonstration of this enhancement, see the Oracle Sales Cloud Mobile Release Training. For more information about the Release 8 changes to Accounts and Contacts, see the Account Management and Contact Management Release Training. ENHANCED ACTIVITY MANAGEMENT Using Oracle Sales Cloud Mobile, you can now effectively manage your appointments, just like you can from the desktop application. For instance, you can: Log an interaction when viewing an appointment Create a follow-up task for an appointment Create an appointment or interaction from a task Create tasks or appointments from interactions Remove invitees from an appointment Remove assignees from tasks. 19

20 When you create new interactions, tasks, and appointments from other activities, the information from the existing activity populates the fields in the new activity record. This saves time and makes it easier to log interactions and create new tasks and appointments. STEPS TO ENABLE There are no steps necessary to enable these enhancements. TIPS AND CONSIDERATIONS When you create new follow-up, tasks, interactions and appointments from other activities, some fields and associations are completed for you. For instance, an interaction created from an appointment includes participants, description, and associated contacts from the appointment. KEY RESOURCES For a demonstration of this enhancement, see the Oracle Sales Cloud Mobile Release Training. SUPPORT FOR SAVED SEARCHES You can now access the saved searches that you created in the web application from your mobile devices, providing faster access to important data. You can also search multiple fields and use search operators, such as: equals, begins with, contains and ends with. 20

21 Although the default record set is Records I own, you can search different record sets, like Records in my territory, and Records my subordinates own. STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS At this time, saved searches can be used but cannot be created or updated from Oracle Sales Cloud Mobile. The default record set is Records I own. To expand the search to see records owned by others, you must change the record set. In portrait mode on tablets and on smartphones, tap the magnifying glass icon to access saved searches. 21

22 KEY RESOURCES For a demonstration of this enhancement, see the Oracle Sales Cloud Mobile Release Training. For more information about Saved Searches, view the Saved Searches: Explained topic in Applications Help. AUTOMATIC GEOCODING With Oracle Sales Cloud Mobile, you can search for customers, contacts, leads and opportunities near your current location and view details about them. The AroundMe feature is now automatically available and enhanced. When you enter a new address in Oracle Sales Cloud, the address is automatically geocoded, providing visibility into sales data near your current location. STEPS TO ENABLE Generating geocodes is the process of populating latitude and longitude information for a location or set of locations. You can generate geocodes for a specific geography or for all supported geographies. You must also schedule the process to run periodically, so geocodes are generated for all new geographies on a regular basis. Follow these steps to complete the Run Geocode Generation task for the first time after your Release 8 upgrade: 1. Go to Navigator > Setup and Maintenance. 2. Click the All Tasks tab. 3. Search for the Run Geocode Generation task, and in that task row, click Go to Task. 4. You may enter a country code, if you want to generate geocodes for a specific country. If you leave the Country Code field blank, geocodes will generate for all supported geographies. 22

23 5. Click to select the Notify me when the process ends checkbox, so you can be sure that the process completes. 6. Click the Submit button. Follow these steps to schedule the Run Geocode Generation task for ongoing geocoding. Each time the task runs, Oracle Sales Cloud will generate geocodes for new or changed geographies, not all geographies, so the processing time will be shorter than the initial process. Note: Geocoding will not happen automatically if you do not schedule this task. 1. Go to Navigator > Setup and Maintenance. 2. Click the All Tasks tab. 3. Search for the Run Geocode Generation task, and in that task row, click Go to Task. 4. Click the Advanced button. 5. You may enter a Country Code, if you want to generate geocodes for a specific geography. If you leave the Country Code field blank, geocodes will generate for all supported geographies. 6. Click the Schedule tab. 7. Select the Run Using a schedule option. 8. Select a frequency that works for your company, like daily or weekly. 9. Select a start date and time. Note: Schedule the process to run during a time when application use is typically low, like 2:00AM. 10. Select an end date far in the future with a time that matches your start time. 11. Click to select the Notify me when the process ends checkbox, so you can see if the process ever fails. 12. Click the Submit button. TIPS AND CONSIDERATIONS Geocodes will not be generated automatically if you do not schedule the Run Geocode Generation task to run periodically. KEY RESOURCES For a demonstration of this enhancement, see the Oracle Sales Cloud Mobile Release Training. Return to Release Feature Summary 23

24 ORACLE SALES CLOUD FOR OUTLOOK In order for your users to see the new Release 8 enhancements in Microsoft Outlook, you need to use a Release 8 version of Oracle Sales Cloud for Outlook. Refer to the Administer Sales Cloud for Outlook section of the Using Sales guide for more information about Outlook setup, including the information where you can download the new R8 Outlook client. For demonstrations of the Oracle Sales Cloud for Outlook enhancements, see the Oracle Sales Cloud for Outlook Release Training. OUTLOOK CONFIGURATION IN APPLICATION COMPOSER You can now customize Oracle Sales Cloud for Outlook; in the same place you customize mobile pages, simplified pages, and desktop pages. Within Application Composer, you can customize layouts, configure data synchronization settings, set up record level event validations, and configure installations settings. STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS You can complete a majority of Outlook customizations directly in Application Composer. However, you will have to complete manual customizations, as supported in earlier releases, for any configuration items that are not available in Application composer, such as Outlook Toolbar Ribbon customization (add/remove buttons). For more information, review Extending Outlook Pages using Application Composer (My Oracle Support Doc ID ). Application Composer for Outlook does not support dynamic layouts. Outlook customizations completed prior to release 8 do not migrate to Application Composer automatically. You need to re-apply those customizations in Application Composer. 24

25 Outlook does not support customizations to the Sales Account object using Application Composer. Instead, you should use the Account object, if you want to add custom Account fields to Outlook pages. If you made customizations on the Sales Account object in Outlook prior to Release 8, you will need to recreate those Sales Account fields in the Account object in Application Composer in order to add them to Outlook pages. Then, log a Service Request to request that we move the data that already exists in these Sales Account fields to the newly created Account fields. For more information about customizing Outlook pages, review Extending Outlook Pages using Application Composer (My Oracle Support Doc ID ). KEY RESOURCES For more information on how to use Application Composer to customize Outlook, review Extending Outlook Pages using Application Composer (My Oracle Support Doc ID ). For a demonstration of this enhancement, see the Oracle Sales Cloud for Outlook Release Training. For more information, refer to the Administer CRM for Microsoft Outlook section of the Using Sales guide. CUSTOMERS AND CONTACTS AS FAVORITES You can now mark your favorite accounts and contacts within Microsoft Outlook and use the My Favorites filter to find your critical records. You can also reduce synchronization times by only synchronizing favorites. STEPS TO ENABLE There are no steps necessary to enable this enhancement for a Release 8 version of Oracle Sales Cloud for Outlook. TIPS AND CONSIDERATIONS To minimize synchronization times, use favorites as a criterion for data synchronization. This filtering can be done at the company level by an administrator, or at the individual user level. 25

26 KEY RESOURCES For a demonstration of this enhancement, see the Oracle Sales Cloud for Outlook Release Training. For more information, refer to the Administer CRM for Microsoft Outlook section of the Using Sales guide. CONTACT AND HOUSEHOLD MANAGEMENT In Release 8, you can create and maintain B2C Contact and Household records in Outlook. You can also associate opportunities, leads, appointments, and tasks to Contact and Household records. These enhancements allow you to further your business-to-consumer sales directly from the Outlook interface. For more information, see the Contact Management and Household Management sections of this document. STEPS TO ENABLE Follow these steps to enable the Household object for Outlook: 1. Go to Navigator > Customization > Application Composer. 2. Click Standard Objects > Household > Pages from the left navigation bar. 3. Click the Outlook Pages tab. 4. Click the Edit Group Form link. 26

27 5. Click the Edit icon next to the Show as Folder checkbox, and click the checkbox to select. 6. Click Save and Close. 7. Create a Service Request to enable the Household object. Follow these steps to enable the Contacts as B2C consumers for Outlook: 1. Go to Navigator > Customization > Application Composer. 2. Click Standard Objects > Contact > Pages from the left navigation bar. 3. Click the Outlook Pages tab. 4. Click the Edit Person Form link. 5. Click the edit icon in the right second region. 27

28 6. Add the Prospect and Customer fields to the Selected Fields box. 7. Click Save and Close. 8. Click Done. TIPS AND CONSIDERATIONS In Release 8, you can designate a contact as a customer or a prospect by selecting the checkbox in the Contact inspector form. Once you designate a contact as a customer, you cannot change it within the Outlook client. You must do that within the web application. The Contact Sales Team region only appears on the Outlook form when the contact is designated as a customer. There is no sales team for a prospect. KEY RESOURCES For a demonstration of this enhancement, see the Oracle Sales Cloud for Outlook Release Training. For more information, refer to the Administer CRM for Microsoft Outlook section of the Using Sales guide. 28

29 For more information about extensibility, review Extending Outlook Pages using Application Composer (My Oracle Support Doc ID ). For more information, see the Contact Management and Household Management sections of this document. ONLINE LOOKUP Now you can associate Outlook records with Oracle Sales Cloud data that has not been synchronized with Outlook, including: Contacts Customers Leads Opportunities Products Product Groups Resources With these record associations, you don t have to store as much data on the Outlook client, thus reducing Outlook synchronization times. STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS You have to enter at least 3 characters in the search field to do a search. For instance, to find Pinnacle Technologies, you have to enter Pin in the name field. 29

30 KEY RESOURCES For a demonstration of this enhancement, see the Oracle Sales Cloud for Outlook Release Training. IMPROVED SYNCHRONIZATION Synchronization performance has been improved in Release 8. You will see improvements in both initial and incremental synchronization of data between Oracle Sales Cloud and Outlook. Specifically, an attachment is now downloaded only when you open it, which reduces the data volume handled during synchronization and shortens the synchronization times. Once an attachment has been opened or saved locally, the attachment remains available locally, even when the user is offline, and the attachment content does not get downloaded again. In addition, Oracle Sales Cloud for Outlook generates a diagnostics file that summarizes any synchronization issues, conflicts, and errors. This file can be automatically forwarded to a central network location or accessed by Sales Representatives or Sales Managers from the Outlook client. STEPS TO ENABLE Follow these steps to set up automatic log forwarding for your company: 1. Go to Navigator > Customization > Application Composer. 2. Click the Outlook Setup link from the Overview page. 30

31 3. In the Client Events and Synchronization Report section, set the synchronization report parameters: - Report Generation Level Sets the type of information you want included on your synchronization report, including: Report Generation Only o The health report will be generated, but only stored on the user s local machine Report Generation and Upload to Network o The health report will be generated and sent to the specified shared drive Report Generation and Error Log Files Uploaded to Network Folder o The health report will be generated and sent to the specified shared drive along with all the logs related to errors Report Generation and All Log Files Uploaded to Network Folder o The health report is generated and sent to the specified shared drive along with a complete set of all the Outlook logs (whether related to an error or not) Disabled o No health report will be generated - Network Folder for Report Upload Defines the folder (within your company file system) in which Oracle Sales Cloud for Outlook will save the synchronization report. - Report Upload Time Sets the time when the synchronization report will be run and saved. TIPS AND CONSIDERATIONS When you define the network folder for the synchronization report upload, keep in mind that: - The folder must be accessible from the Outlook Client. (If the folder can be accessed by a user, then it can also be accessed by Outlook). - Credentials should not be required to access the folder. KEY RESOURCES For a demonstration of this enhancement, see the Oracle Sales Cloud for Outlook Release Training. For more information, refer to the Administer CRM for Microsoft Outlook section of the Using Sales guide. Return to Release Feature Summary 31

32 CTI INTEGRATION FOR DESKTOP UI These new features are designed to make it easier to use Oracle Sales Cloud with your Call Center solution: Answer and transfer calls and chats from the customizable toolbar Benefit from configurable screen pops Interact with multiple people simultaneously IVR (Integrated Voice Response system ) Mapping Designate break status Accept calls made from both inside and outside Oracle Sales Cloud For demonstrations of these enhancements, see the CTI Integration Release Training. WEB CHAT Web chat is a new communication channel for this release. Using Oracle Sales Cloud with Call Center client interface, you can now chat online from a toolbar. When specific phone numbers are associated with a customer, a Customer Information screen displays detailed information about the customer who is on the chat. Additionally, you can designate your break status so that calls are routed to the available agents. Agent View PHONE CHAT Customer View You can answer and transfer calls using the new phone chat toolbar. You can also place a caller on hold and engage with up to three other lines at the same time. This multitasking capability enables you to consult with experts and members of the account team on other lines. 32

33 You can also accept calls from both inside and outside of Oracle Sales Cloud and can designate your break status so that calls are routed to the available agents based on the break code selection. STEPS TO ENABLE To enable Contact Center, follow these steps: First, you will enable the Communicator Toolbar, Click-to-Dial and Call Logging. 1. From Navigator > Setup and Maintenance. 2. First, you will enable the Contact Center tool bar. Search for the Manage Contact Center Profile Options task, and in that task row, click Go to Task. 3. Click the following profile options and make sure they are set to Yes : - ZCC_ENABLE_TOOLBAR_Y_N - ZCC_ENABLE_EH_CLICK_TO_DIAL - ZCC_POP_INTERACTION_ON_OUTBOUND Next, you will set up a connector. 1. On the Setup and Maintenance page, search for the Manage Communication Connectors task, and in that task row, click Go to Task. 2. Create a new connector if it is not defined yet. Go to the Connector Types tab and click the New icon to create a new connector type. 3. Go to the Connectors tab. Click the New icon to add a new connector. 4. Enter the name of the connector in the Connector Name field. 5. From the Type drop down list, select the connector type that you just created. In our example, the connector type is Oracle Contact On Demand. 33

34 6. Enter the description of the connector in the Description field. 7. In the Connector Details tab at the bottom of the screen, enter the correct parameters for your connector. 8. Click Save. Lastly, you will define Contact Center user information. 1. On the Setup and Maintenance page, search for the Manage Agent Connector Settings task, and in that task row, click Go to Task. 2. Define an entry for each user to use the Contact Center feature. TIPS AND CONSIDERATIONS The Communicator Toolbar can be used for both web chat and phone chat. The Contact Center toolbar works with 3rd Party Switch vendors. The complete set up requires a Systems Integrator to work with those switch vendors. Some 3 rd party vendors have already created standard connectors to work with Oracle Sales Cloud. Contact your vendor to find out if they have created one. Below is a list of partners to help you with integrating your Contact Center with Oracle Sales Cloud. - Certified: Avaya, Five9, Interactive Intelligence, Converge One (formally SimpliCTI), Twilio - Committed: 8x8, Inc.,SYNETY, Group Plc Enghouse Interactive (Syntellect Inc.) - Interested potentials: AMC Technology, Genesys, VanillaSoft,Vocalcom Users may engage in up to four simultaneous Interactions. You can create connectors for any CTI vendor and customize the Toolbar Controls in Oracle Sales Cloud to match the available switch features on your IVR. You can include switch features like transfer and simultaneous interactions. To cut response time, you can use groovy scripts to customize screen pops that navigate users to any Oracle Sales Cloud page. The screen pop engine uses a set of tokens to determine which task flow to invoke, and to correctly pass the right parameters to the task flow. This presents a problem when you have two or more pre-existing IVRs that might pass different tokens (for example, one uses Account_number and the other uses Account_No). Using the IVR mapping feature, the token names (variable names) from different IVRs can be mapped into a single set of names that can be used by the screen pop engine and other CRM applications. KEY RESOURCES For demonstrations of these enhancements, see the CTI Integration Release Training. 34

35 For more information about Contact Center feature, refer to the following documents: - Define WebLogic Communication Services Configuration section in the Implementing Sales guide - Define Enhanced Click-to-Dial section in the Using Sales guide Return to Release Feature Summary ACCOUNT AND CONTACT MANAGEMENT ACCOUNT MANAGEMENT In Release 8, Customers are now Accounts. An account is an organization or company that you want in your records for sales purposes. Account types may be: Customer An account to whom you are actively selling or to whom you have sold previously. This was a Sales Account in Release 7. Prospect A new account to whom you plan to sell. Consumers are no longer part of the Account object. Now, individuals to whom you sell directly (formally referred to as consumers) are contacts, and are thus included as part of the Contacts object. The following is a further outline of the changes to account management in Release 8: Release 7 Release 8 Customers included all organizations and individuals to whom you sold. Accounts include organizations to whom you sell, but do not include individuals. When creating a new customer, you selected Customer or Consumer. There is no initial selection in Release 8. All companies are accounts and all individuals are contacts. 35

36 Release 7 Release 8 All Customers were designated as Sales Accounts. Accounts may be Customers or Prospects. The standard lists on the Customers page were My Sales Accounts and 'My Team and Territory Sales Accounts'. The standard lists on the Accounts page are My Accounts and 'My Team and Territory Accounts'. In Application Composer, the account-related object was Trading Community Organization Profile. The object is now called Account. For demonstrations of the following enhancements, see the Account Management Release Training. 36

37 ACCOUNT OVERVIEW AND EDIT PAGE IMPROVEMENTS The Account Overview page in the Simplified UI now offers more detail, including assets, product recommendations, relationships, and interactions. When you edit your accounts, you can now add and manage multiple attachments, delete an account record, and see a Do Not Contact warning on the account phone, , and address fields. STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS The term Account is common in CRM applications; however, you may use User Interface Text Customization to change this label in Oracle Sales Cloud to meet your business needs. The term Customer will still appear on some pages, such as the Opportunities, Tasks, Appointments, and Interactions pages. In those cases, customers may be accounts or contacts to whom you sell directly. You can also continue to search Customers and manage Customers in the Release 8 desktop UI. The following fields will no longer appear on the Account Create and Account Edit pages after the Release 8 upgrade. You must go to Application Composer to add these fields to the pages, if necessary. Account Create page DUNS Number Organization Size Stock symbol Fiscal Year End Month D&B Credit Rating Phone Fax Account Edit page Stock Symbol Fiscal Year End Month D&B Credit Rating Phone Fax 37

38 The Legal Entity checkbox no longer appears on the Account Create and Account Edit pages, after the Release 8 upgrade. You can go to Page Composer to add the field to these pages, if necessary. The Address Line 3 field no longer appears on the Account Create page, after the Release 8 upgrade. To add the Address Line 3 field, review Account Pages: Exposing Hidden Regions and Fields in Simplified UI (My Oracle Support Doc ID ). The Primary Contact and Address regions have been rearranged on the Account Edit page to enable dynamic layout extensibility. Go to the Simplified Pages tab in Application Composer to verify that all fields in the Account Details page default layout are optimal for your business needs. KEY RESOURCES Oracle Sales Cloud: Performing Your Upgrade (My Oracle Support Doc ID ) For a demonstration of this enhancement, see the Account Management Release Training. 38

39 ACCOUNT HIERARCHY MANAGEMENT In addition to identifying the parent account, you can now view, manage, and print the full account hierarchy in user-friendly chart and list views. STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS Standard account hierarchy rules have been removed, so you can add prospect accounts and customer accounts at any level in the account hierarchy to fit your business needs. KEY RESOURCES For a demonstration of this enhancement, see the Account Management Release Training. 39

40 ASSETS AND PRODUCT RECOMMENDATIONS Now you can see which assets your accounts own and can get intelligently derived product recommendations from the Account Overview page. You can also manage the full list of owned assets on the Assets tab and can see all product recommendations with recommendation reasons on the Recommendations tab. The recommendations are based on rules that you build in Sales Predictor. You may build rules that evaluate potential sales based on account profile data, assets, opportunities, or other attributes. STEPS TO ENABLE There are no new steps necessary to enable assets or product recommendations in the Simplified UI. TIPS AND CONSIDERATIONS Product recommendations rely on rules that are built in Sales Predictor. If you already use Sales Prediction rules to generate product recommendations in the Desktop UI, there is no additional setup that you need to do. 40

41 KEY RESOURCES For a demonstration of this enhancement, see the Account Management Release Training. For more information about Sales Predictor and product recommendations, see these documents: - Analyze Sales section in the Using Sales guide. - Define Sales Prediction Configuration section in the Implementing Sales guide. BUSINESS RELATIONSHIP MANAGEMENT The Release 8 Simplified UI now shows a more holistic view of your accounts relationships. The Relationships tab offers a place to track account-to-account, and account-to-contact relationships. STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS The Relationships tab is also available for Contacts, so you can track contact-to-contact relationships. KEY RESOURCES For a demonstration of this enhancement, see the Account Management Release Training. 41

42 DATA QUALITY AND ENRICHMENT The Release 8 Simplified UI now includes address verification, duplicate matching, and data enrichment to help you keep your account data accurate and complete. Oracle Sales Cloud uses robust matching algorithms, including exact and fuzzy match, to find duplicates. You can choose to create new accounts or select existing accounts directly from the duplicate notification. Address verification helps you validate and correct addresses, so you can make sure you have the right information for your accounts and contacts. 42

43 You can also improve account and contact data quality using Oracle Social Data and Insight Cloud Service. STEPS TO ENABLE If you have already set up address verification and duplicate matching for accounts in the Desktop UI, there is no additional setup that you need to do. TIPS AND CONSIDERATIONS Data Quality requires additional licensing. KEY RESOURCES For a demonstration of this enhancement, see the Account Management Release Training. To learn how to enrich your account and contact data using Oracle Social Data and Insight Cloud Service, see the Account and Contact Enrichment section. For more information about data quality, refer to the Define Data Quality section in the Implementing Customer Data Management guide. ORACLE SOCIAL NETWORK COLLABORATION Collaborate with your team, share documents, and stay informed about updates to your accounts in real time, directly from the Conversations tab within your Account records. See the Team Collaboration section of this document for more information. TIPS AND CONSIDERATIONS You must enable the Account object for Oracle Social Network in Release 8. See the Steps to Enable in the Team Collaboration section for more information. If you had enabled the Sales Account object for Oracle Social Network in Release 7, you can access existing Sales Account conversations as well as Account conversations. 43

44 EMBEDDED REPORTS AND ANALYTICS Add up to 3 analytics tabs on the Account details pages. Each of these analytics tabs shows standard or custom reports in context. As an administrator, you can embed any reports that your sales teams need. Consider these two new reports, which are available standard with Release 8, as additions to the Account pages: Customer Asset Analysis My Top Accounts by Opportunities For more information, see the Embedded Reports in Simplified UI topic in the Sales Analytics section of this document. EXTENSIBILITY FOR ACCOUNTS In Release 8 Application Composer, the Trading Community Organization Profile object is now the Account object. Use the new Custom Subtabs and Dynamic Layout features for the Account object to create a complete and customized view of your accounts. Your account pages can be tailored for individual business roles, to streamline your sales process and improve user adoption. For more information, see the Dynamic Layouts and Configuring Subtabs topics in the Extensibility section of this document. 44

45 DESKTOP UI IMPROVEMENTS Using the Oracle Sales Cloud Desktop UI, you can: Customize the Sales Account Territory region on the Account Team node using Application Composer. View and update account and contact source system information in the OSR node. 45

46 Configure customer tree nodes for accounts, contacts, and households in the Manage Customer Tree setup task. Use a new profile option to disable territory assignment after a batch import. In addition, managers have automatic visibility into their team s accounts. Consequently, no additional work is required to grant visibility when an organization is restructured. 46

47 TIPS AND CONSIDERATIONS While the Basic Information region is available on the Account Profile, as in Release 7, the Basic Information region was removed from the Account Details tree nodes in Release 8. This enables more space for content in the Account tree nodes, such as Contacts, Team, and Opportunities. The Show More link was removed from the Account Profile to allow you the flexibility to configure any of the account fields on the Account Edit page. If you want to show fields previously in the Show More area, you must use Application Composer to add the fields on the page. For instructions, see Account Pages: Exposing Hidden Regions and Fields in Desktop UI (My Oracle Support Doc ID ). STEPS TO ENABLE There are no steps necessary to enable these enhancements. To disable territory assignment after a batch import, you must set the ZCA_BATCH_ASSIGN_ON_BULK_IMPORT profile option: Follow these steps to disable or enable territory assignment after a batch import: 1. Go to Navigator > Setup and Maintenance. 2. Click the All Tasks tab. 3. Search for the Manage Customer Center Profile Options task and, in that task row, click Go to Task. 4. Click the link to access the ZCA_BATCH_ASSIGN_ON_BULK_IMPORT profile option. 5. In the Profile Option Levels section, select or deselect the Enabled check box. 6. Click Save and Close. KEY RESOURCES For a demonstration of this enhancement, see the Account Management Release Training. Return to Release Feature Summary 47

48 CONTACT MANAGEMENT Contacts now include people related to accounts and people to whom you sell directly. Consumers, which were part of the Customers object in Release 7, were moved to the Contacts object in Release 8. This change allows you to create, search, and manage contacts to whom you sell directly and business contacts in one place. The following is a further outline of the changes to contact management in Release 8: Release 7 Release 8 Contacts to whom you sold directly were Consumers (in the Customers object) and business contacts were Contacts. All contacts to whom you sell directly and your business contacts are Contacts. When creating a new individual to whom you sold directly, you selected Create Consumer from the Customers object in Release 7. You create a new Contact for all business contacts and any contacts to whom you sell directly. When creating a new business contact in Release 7, you selected Create Contact from the Contact Object. 48

49 Release 7 Release 8 The standard lists on the Contacts page were: My Key Contacts My Customers' Contacts Contacts I have interacted with last week The standard lists on the Contacts page are renamed to: My Favorite Contacts My Business Contacts Contacts I have interacted with last week is removed The standard lists on the Customers page for consumers were My Sales Accounts and 'My Team and Territory Sales Accounts'. To remove lists on the Contact List page, review Contact Pages: Adjusting Layouts in Simplified UI for Consumers and Contacts (My Oracle Support Doc ID ). Those lists are hidden in the Contact List page by default. To add lists on the Contact List page, review Contact Pages: Adjusting Layouts in Simplified UI for Consumers and Contacts (My Oracle Support Doc ID ). In Release 7 Application Composer, the Contact-related objects are: Trading Community Person Profile Trading Community Customer Contact Profile In Release 8 Application Composer, the contactrelated objects are renamed: Trading Community Person Profile is now Contact Trading Community Customer Contact Profile is now Customer Contact Profile For demonstrations of the following enhancements, see the Contact Management Release Training. 49

50 CONTACT CREATE PAGE IMPROVEMENTS You can now create all contacts in one place. You have the ability to customize the Create Contact page layout to meet your business needs. The default layout for the Release 8 Simplified UI is optimized for business contact management. The following picture shows a Create Contact page that is configured for contacts to whom you sell directly: STEPS TO ENABLE There are no steps necessary to enable the Create Contact page for business contact management. However, some configuration is needed to manage contacts to whom you sell directly. Refer to the Simplified UI Configuration for Contact Management section of this document for more information. TIPS AND CONSIDERATIONS If you are upgrading from the Release 7 Desktop UI to the Release 8 Simplified UI: 50

51 - The Release 8 Simplified UI is new for your company, so you will need to go to the Simplified Pages tab for the Contact object in Application Composer to configure the pages for your business needs. If you are upgrading from the Release 7 Simplified UI to the Release 8 Simplified UI: - Your customizations will be preserved to the greatest extent possible. However, you will need to verify your configurations in Release 8 to be sure that all fields and layouts are optimal for your business needs. For more information and instructions, review Contact Pages: Adjusting Layouts in Simplified UI (My Oracle Support Doc ID ). KEY RESOURCES Oracle Sales Cloud: Performing Your Upgrade (My Oracle Support Doc ID ) For a demonstration of this enhancement, see the Contact Management Release Training. CONTACT SEARCH IMPROVEMENTS Since all business contacts and contacts to whom you sell directly are now together, you can find the contacts you need in one place. Simply click the Search icon from the Contacts page. 51

52 STEPS TO ENABLE There are no steps to enable this enhancement. KEY RESOURCES For a demonstration of this enhancement, see the Contact Management Release Training. CONTACT OVERVIEW AND EDIT PAGE IMPROVEMENTS The Contact Overview page in the Simplified UI now offers more detail, including leads, opportunities, and interactions. In addition, for contacts to whom you sell directly, you now have assets and product recommendations on the Contact Overview page. When you edit your contacts, you can add and manage multiple attachments, delete contact records, and see a Do Not Contact warning on the contact phone, , and address fields. You can also create a more complete view of your contacts with new job title, affinity, and buying role fields. STEPS TO ENABLE There are no steps necessary to enable the Create Contact page for business contact management. However, some configuration is needed to manage contacts to whom you sell directly. Refer to the Simplified UI Configuration for Contact Management section of this document for more information. TIPS AND CONSIDERATIONS If you are upgrading from the Release 7 Desktop UI to the Release 8 Simplified UI: - The Release 8 Simplified UI is new for your company, so you will need to re-do all UI-level configurations. - For B2C deployments, custom child objects of Sales Accounts will not appear in the Simplified UI. If you are upgrading from the Release 7 Simplified UI to the Release 8 Simplified UI: 52

53 - Your customizations will be preserved to the greatest extent possible. However, you will need to verify your configurations in Release 8 to be sure that all fields and layouts are optimal for your business needs. For more information and instructions, review Contact Pages: Adjusting Layouts in Simplified UI (My Oracle Support Doc ID ). - The Overview page for a contact no longer has a Purchasing Profile section or relationshipspecific address or phone information. - The Overview page for a contact has a new Opportunities section to show open opportunities and leads with direct links to the corresponding tabs. There is also a new Products section to show assets and recommendations with direct links to the corresponding tabs. - The Edit Profile page for Contacts is different. Some regions and fields have been re-ordered, renamed or removed. In addition, you will need to verify your configurations in Release 8 to be sure that all fields and layouts are optimal for your business needs. For more information and instructions, review Contact Pages: Adjusting Layouts in Simplified UI (My Oracle Support Doc ID ). KEY RESOURCES Oracle Sales Cloud: Performing Your Upgrade (My Oracle Support Doc ID ) For a demonstration of this enhancement, see the Contact Management Release Training. ASSETS AND PRODUCT RECOMMENDATIONS Now you can see which assets your households and contacts own and can view and manage the full list of assets on the respective Assets tabs, for B2C deployments. In addition, you can intelligently derive product recommendations from the Contact Overview page and can see all product recommendations, with recommendation reasons, on the Recommendations tab. These recommendations are based on rules that you build to most accurately predict your sales. You may build rules that evaluate potential sales based on contact profile data, assets, opportunities, or other attributes. 53

54 STEPS TO ENABLE There are no new steps necessary to enable assets or product recommendations in the Simplified UI. TIPS AND CONSIDERATIONS Product recommendations rely on rules that are built in Sales Predictor. If you already use Sales Prediction rules to generate product recommendations in the Desktop UI, there is no additional setup that you need to do. KEY RESOURCES For a demonstration of this enhancement, see the Contact Management Release Training. For more information about Sales Predictor and product recommendations, see these documents: - Analyze Sales section in the Using Sales guide - Define Sales Prediction Configuration section in the Implementing Sales guide CONTACT RELATIONSHIP MANAGEMENT With the new Relationships tab, you can view, create, and edit multiple business and personal relationships for a contact in one place. STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS In prior releases, a contact associated with multiple accounts would show as multiple contacts because the contact record for each associated account was shown separately. In Release 8, you can see such multiple account associations within the relationships tab of one contact record. 54

55 KEY RESOURCES For a demonstration of this enhancement, see the Contact Management Release Training. DATA QUALITY AND ENRICHMENT The Release 8 Simplified UI now includes address verification and duplicate matching to help you keep your contact data up-to-date. STEPS TO ENABLE There are no new steps necessary to enable address verification and duplicate matching in the Simplified UI. TIPS AND CONSIDERATIONS Data Quality requires additional licensing. KEY RESOURCES For a demonstration of this enhancement, see the Contact Management Release Training. For more information about data quality, refer to the Define Data Quality section in the Implementing Customer Data Management guide. 55

56 ORACLE SOCIAL NETWORK COLLABORATION Collaborate with your team, share documents, and stay informed about updates to your contacts in real time, directly from the Conversations tab within your Contact records. See the Team Collaboration section of this document for more information. EMBEDDED REPORTS AND ANALYTICS Add up to 3 analytics tabs on the Contacts details pages. Each of these analytics tabs shows standard or custom reports in context. As an administrator, you can embed any reports that your sales teams need. For more information, see the Embedded Reports in Simplified UI topic in the Sales Analytics section of this document. SIMPLIFIED UI CONFIGURATION FOR CONTACT MANAGEMENT In Release 8 Application Composer, the contact-related objects are renamed: Trading Community Person Profile is now Contact Trading Community Customer Contact Profile is now Customer Contact Profile 56

57 The Release 8 Simplified UI is optimized for business contacts. To fully use the features for contacts to whom you sell directly, you can configure dynamic layouts for contact management. Follow these steps to configure the Create Contact page layout for contacts to whom you sell directly: 1. Go to Navigator > Customization > Application Composer. 2. Select Common in the Application field. 3. Click Standard Objects > Contact > Pages in the left navigation bar. 4. Click the Simplified Pages tab. 5. Select Default Layout row in the Creation Page Layouts section. 6. Click the Edit Layout icon. Note: You can also copy the default layout to create a new layout and then select the new layout as your active layout. 7. Click the Edit icon in the Create Contact section. 8. Arrange the fields on the layout. For instance, you may: - Move the Account and Job Title fields to the Available Fields column to move them off of the page layout. 57

58 - Move the Customer and Prospect fields to the Selected Fields column to move them onto the page layout. - Use the up and down arrows to order the fields in the Selected Fields column. 9. Click Save and Close. See the Extensibility section of this document for more information about Dynamic Layouts. As an alternative, your company may want to configure the UI so that all new contacts are designated as Customers. To do that, update the default contact type profile option: 1. Go to Navigator > Setup and Maintenance. 2. Click the All Tasks tab. 3. Search for the Manage Administrator Profile Values task and, in that task row, click Go to Task. 4. Search for the ZCA_DEFAULT_CONTACT_TYPE profile option code. 5. Select Customer for the profile value in the Site row. 6. Click Save or Save and Close. 58

59 DESKTOP UI IMPROVEMENTS A contact might be an account-related contact or a direct customer. Customer Center now offers a view selector that allows you to switch between the contact and customer trees. You can also capture more information about your contacts, including a photo, relationships, and attachments. In the Manage Contacts page, the three tabs at top of the page are now replaced by filters in saved search list. Note: My Key Contact is renamed to My Favorite Contacts. RELEASE 7 RELEASE 8 59

60 STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS If you configured the Consumer or Contact Create pages in the Desktop UI and added Contact extensions, your configurations will move from your Release 7 Desktop UI to your Release 8 Desktop UI. However, you will need to verify your configurations in Release 8 to be sure that all fields and layouts are optimal for your business needs. For more information and instructions, review Contact Pages: Adjusting Layouts in Simplified UI (My Oracle Support Doc ID ). If you configured the Contact Create page in the Desktop UI and added Customer Contact Profile extensions, your UI-level configurations will be lost. You can manage these fields in the Edit Contact Profile page. If you configured the Consumer or Contact Edit Profile pages in the Desktop UI, your UI-level configurations will move from your Release 7 Desktop UI to your Release 8 Desktop UI. However, you will need to verify your configurations in Release 8 to be sure that all fields and layouts are optimal for your business needs. For more information and instructions, review Contact Pages: Adjusting Layouts in Simplified UI (My Oracle Support Doc ID ). KEY RESOURCES Oracle Sales Cloud: Performing Your Upgrade (My Oracle Support Doc ID ) For a demonstration of this enhancement, see the Contact Management Release Training. Return to Release Feature Summary 60

61 HOUSEHOLD MANAGEMENT With Households, you can track information about groups of contacts, including: Household members Sales Teams Relationships Leads and opportunities Assets Notes, tasks, and appointments Conversations STEPS TO ENABLE The Households object is enabled by default. However, you may not want to expose the Household feature to your users. For instructions on how to hide the household functionality from pages for your organization, review How to Hide Household Functionality (My Oracle Support Doc ID ). TIPS AND CONSIDERATIONS If your company uses Oracle Sales Cloud for Outlook, keep in mind that Household Management is not enabled automatically. See the Oracle Sales Cloud for Outlook, Contact and Household Management section of this document for the setup steps. KEY RESOURCES For a demonstration of this enhancement, see the Contact Management Release Training. Return to Release Feature Summary 61

62 PIPELINE AND FORECAST MANAGEMENT OPPORTUNITY MANAGEMENT The Release 8 changes to opportunity management offer more flexibility, simplicity, and links between opportunities and leads. For demonstrations of the following enhancements, see the Opportunity Management Release Training. YEARLY TIME PERIODS You can now view your list of opportunities by year, in addition to the quarterly periods. The yearly view options include: Current year + 3 Current year + 2 Current year + 1 Current year Previous year STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS The yearly time periods match the calendar year, if no specific accounting calendar is set up. If an accounting calendar is setup in the common calendar profile option (ZCA_COMMON_CALENDAR), then the time period will be derived from the accounting calendar. The default time period value for the opportunity list is current quarter. You can change the default time period to current year by setting the value of the time period filter profile option (MOO_DEFAULT_TIME_PERIOD_FILTER) to Year. 62

63 The default Show value for the opportunity list is My Open Opportunities. You can change this to My Sales Team Open Opportunities by setting the value of the show filter profile option (MOO_DEFAULT_SHOW_FILTER) to My Sales Team Open Opportunities. KEY RESOURCES For a demonstration of this enhancement, see the Opportunity Management Release Training. LEAD ASSOCIATION The Leads tab on an Opportunity record in the Simplified UI now allows you to track the relationship between leads and opportunities more closely. The Leads list shows the originating lead and any leads that were added to the opportunity manually. At any point, you can add additional leads to an opportunity by clicking the Add Leads button. STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS Upon conversion, Oracle Sales Cloud automatically adds the originating lead to the Leads list of the newly created opportunity. KEY RESOURCES For a demonstration of this enhancement, see the Opportunity Management Release Training. 63

64 AUTOMATIC ASSIGNMENT Using the Save and Run Assignment action, you can run an automated assignment process for a specific opportunity separate from the batch assignment process. You get a confirmation notification when the assignment process runs to completion, and can then verify that other team members got assigned to the opportunity. STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS In Release 8, you no longer need to have an account assigned to the opportunity to access the Save and Run Assignment on the opportunity. In previous releases, it was required to have an account assigned to the opportunity to save and run assignment. KEY RESOURCES For a demonstration of this enhancement, see the Opportunity Management Release Training. 64

65 ATTACHMENTS You can now add and manage multiple files or URL links as attachments to an Opportunity record in the Simplified UI. The application indicates when multiple attachments exist and allows you to manage attachments from the Attachments window. STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS The link in the Attachments field indicates when more than one attachment exists. Move your cursor over the link to see the list of attachments. Click the link or the green plus icon to open the Attachments window. From there, you can add or update attachments. KEY RESOURCES For a demonstration of this enhancement, see the Opportunity Management Release Training. 65

66 OPPORTUNITY CLOSE The Edit Opportunity page in the Simplified UI now includes the standard fields required to close an opportunity, such as competitor and win/loss reasons. By using fields on the Edit Opportunity page, you can close an opportunity without invoking the Close Opportunity action or going to the Close Opportunity page. Because of this change, the action to close an opportunity was removed from the Actions menu. STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS You can control whether the Win/Loss Reason and the Primary Competitor are required fields in order to close an opportunity by changing the values of these profile options: - MOO_CLOSE_WINLOSS_REQD - MOO_CLOSE_COMP_REQD KEY RESOURCES For a demonstration of this enhancement, see the Opportunity Management Release Training. KNOWN ISSUES There are known issues for Opportunities. See the Known Issues and Changed Behavior section of this document for information. Return to Release Feature Summary 66

67 SALES FORECASTING Sales Reps can now view, manage, and submit their forecasts from the simplified UI, in addition to the desktop UI and mobile application. Specifically, Sales Reps can: Review the forecasted revenue items and submit the forecast. View their unforecasted pipeline. Use embedded analytics to improve forecast accuracy. For demonstrations of the following enhancements, see the Sales Forecasting Release Training. FORECAST ITEMS From the Sales Forecast page, users can drill down into each available forecast to navigate to the Forecast Item view that provides the forecast summary and the list of the revenue items that comprise the forecast. Each forecast item offers links to the associated opportunity, so you can view more details and make updates. You can also submit your forecast from the Forecast Items view. 67

68 ANALYTICS The Analytics view shows how the total forecast changed, forecast total compared to pipeline and won revenue, and changes in forecast and won revenue over time. UNFORECASTED PIPELINE The Unforecasted Pipeline view shows the opportunity revenue items that are not included in the forecast numbers. Each line item includes a link to the associated opportunity, so you can open the opportunity and make updates from the forecast. DESKTOP UI ENHANCEMENTS The Forecasting pages in the desktop UI now include these enhancements: 68

69 The regions for Current Forecasts, Past Forecasts and Future Forecasts are condensed into a single region. The default view displays only revenue forecasts that fall within the current forecast submission window (and can be actively submitted). List management features on the Forecast overview page give you the same list capabilities that you have on the other overview pages. For example, you can now add your own saved searches to the Saved Search list. Adjusted Forecast Changes section is moved to a new Analysis tab. The Search pane offers the option to change the default Records I own criterion to view a different record set. Sales Forecasts is now accessible from the Navigator. The Sales Forecasts link is no longer available from the Opportunities task list. 69

70 STEPS TO ENABLE There are no steps necessary to enable these enhancements. TIPS AND CONSIDERATIONS The forecast page displays only the current forecasts. You might want to adjust the search parameters and/or create new saved searches to list past and/or future forecasts on the Forecast Overview page by default. For instructions, review Forecast Overview Page: Displaying Past/Future Forecasts in Desktop UI (My Oracle Support Doc ID ). Including an opportunity in the forecast can be as simple as updating the opportunity close date or win probability. Historical forecast reporting allows you to see forecast trends over time. For more information about historical forecast reporting, view the Sales Analytics Release Training. Territories that have Forecast Participation set to Non-forecasting will not be displayed to users in either the desktop UI or simplified UI. These territories won't be associated to any revenue credits and will never have a value from a forecast perspective. Sales Forecasts is now accessible from the Navigator. The Sales Forecasts link is no longer available from the Opportunities task list. KEY RESOURCES For a demonstration of this enhancement, see the Opportunity Management Release Training. For more information and a demo of historical forecast reporting, view the Sales Analytics Release Training. View the Adding Revenue Items to Your Forecast video. Return to Release Feature Summary MARKETING AND LEAD GENERATION LEAD MANAGEMENT With Release 8, there is a closer link between leads and opportunities and an option to update many leads at once. For demonstrations of these enhancements, see the Lead Management Release Training. LEAD-OPPORTUNITY ASSOCIATION Opportunities created from lead conversion are now listed on the Opportunities tab for leads in the Simplified UI. From a lead record, you can view the Opportunities list, add existing opportunities to the list, or drill down to view opportunity details. 70

71 An opportunity created from a converted lead will be on the Opportunities list for the lead immediately after conversion. Additionally, you can associate additional opportunities to a lead by clicking the Add Opportunities button from the lead record. STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS The Opportunities tab on the Edit Lead page shows all opportunities associated to the lead, including any opportunities added manually and any opportunities that resulted from the Convert to Opportunity action. KEY RESOURCES For a demonstration of this enhancement, see the Lead-Opportunity Association demonstration within the Lead Management Release Training. MASS UPDATE Now available from the Oracle Sales Cloud desktop UI, the Mass Update feature allows you to change the data in one or more fields for many leads at the same time. Specifically, there is a new Mass Update action button and menu option on the Leads page in the desktop UI. 71

72 From the Mass Update pop up, you select the checkbox for the lead fields you need to update and designate the value for each attribute. Once you click the Save and Close button, all of the selected leads will reflect the field updates. STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS Mass update is not available from the simplified UI. To navigate from the simplified UI to the desktop UI, select More Details from the Actions menu. The Actions menu is available from any lead record. KEY RESOURCES For a demonstration of this enhancement, see the Mass Update demonstration within the Lead Management Release Training. Return to Release Feature Summary 72

73 SALES CAMPAIGNS The Simplified UI now includes Sales Campaigns. The easy-to-navigate pages guide you through the process of creating a sales campaign in 3 easy steps: Select Contacts, Design , and Wrap Up. Within the Design step, you can view and select templates and create and edit content in an editor. The campaign summary page shows a summary of the campaigns within the last three months, including a clickrate analysis. For a demonstration of these enhancements, see the Sales Campaigns Release Training. SALES CAMPAIGNS HOMEPAGE Available from the Lead main page, the Sales Campaigns homepage shows: A list of campaigns with the option to show different lists or click to view the details of individual campaigns. A summary of campaigns within the last three months (or other selected timeframe), including the total number of contacts and the average messages sent per contact. A quick summary of the campaigns with the best, worst, and average click rates. 73

74 TEMPLATES As you create or edit campaigns, you can easily search for and select the template from a carousel view (as shown below) or grid views. EDITOR The editor allows you to edit the template with familiar tools. The editor allows you to insert merge fields and response forms by selecting the Insert Elements button. 74

75 STEPS TO ENABLE There are no steps necessary to enable these enhancements. KEY RESOURCES For a demonstration of these enhancements, see the Sales Campaigns Release Training. For more information about content elements, see the following topic in Application Help: - Campaign Content : Explained Return to Release Feature Summary TEAM COLLABORATION ORACLE SOCIAL NETWORK INTEGRATION You can now collaborate with your team from the Conversations tab on your lead, account, contact and household records in Oracle Sales Cloud and Oracle Sales Cloud Mobile. STEPS TO ENABLE Follow these steps to enable objects for Oracle Social Network: 1. Go to Navigator > Setup and Maintenance. 2. Click the All Tasks tab. 3. Search for the Manage Oracle Social Network Objects task and, in that task row, click Go to Task. 75

76 4. Select an object and then click the Enable Object button. 5. Select the integration option to designate how the object will integrate with Oracle Social Network: - Manual: Users manually share records to Oracle Social Network. - Automatic: New records are automatically shared to Oracle Social Network. - No: Records are not shared to Oracle Social Network. 6. Click OK. 7. Click Save. TIPS AND CONSIDERATIONS In Oracle Social Network, you can add any other Oracle Social Network user to a conversation. Oracle Social Network does not have the same data visibility rules as Oracle Sales Cloud, so users may be able to see information about records that they cannot see in Oracle Sales Cloud; however, they cannot click to view the record details. Any user that can view the record in Oracle Sales Cloud can share the record in Oracle Social Network. When you are configuring an object for Oracle Social Network, be aware that the updates for all of the enabled fields will display in Oracle Social Network. Carefully select the integration option for objects that are of a more sensitive nature. KEY RESOURCES For a demonstration of this enhancement, see the Oracle Social Network Conversations Release Training. Return to Release Feature Summary ENHANCEMENTS FOR SALES ADMINISTRATORS AND SALES MANAGERS The enhancements presented in this section directly affect the Sales Administrator and Sales Manager job roles in the areas of: Sales Analytics and Reporting Sales Performance Management SALES ANALYTICS AND REPORTING SALES ANALYTICS With Release 8 Sales Analytics, you can create reports to look at historical data and identify opportunity and forecast trends. For demonstrations of the following enhancements, see the Sales Analytics Release Training. 76

77 CONFIGURABLE SALES DASHBOARD The newly introduced Sales Dashboard in the Simplified UI comes standard with Release 8 and is customizable. The Sales Dashboard contains six infolets that help you run your business. You can now have visibility about your open pipeline, deals that moved out of the current quarter, team performance, and historical opportunity trends. You can configure and customize the infolets for sales executives, sales managers, or sales representatives. STEPS TO ENABLE There are no steps necessary to enable this enhancement. KEY RESOURCES For a demonstration of this enhancement, see the Sales Analytics Release Training. For more information about creating and managing reports, see the Oracle Sales Cloud Reporting and Analytic Overview Guide (My Oracle Support Doc ID ). HISTORICAL OPPORTUNITY TRENDING Analyzing historical opportunity trends helps you see the progression of your opportunities over time. For instance, you can use the newly available subject areas to: Analyze daily, weekly, monthly, quarterly or yearly revenue trends. Compare and analyze trends against current product, resource, or territory hierarchy. 77

78 You can also specify the time and date to run your historical trending reports. STEPS TO ENABLE Follow these steps to set the Sales Historical Snapshot Configuration profile option: 1. Go to Navigator > Setup and Maintenance. 2. Click the All Tasks tab. 3. Search for the Manage Opportunity Profile Options task and, in that task row, click Go to Task. 4. Search for the Sales Historical Snapshot Configuration profile option. The profile code is MOO_MANAGE_SALES_HISTORICAL_SNAPSHOT_CONFIGURATION 5. Set the profile value at the Site level to match your business needs. - Capture snapshots for opportunities that have been closed in the past C days, and retain these snapshots: Daily for D days, Weekly for W weeks, Monthly for M months, and Quarterly for Q quarters. - For example: C=120,D=120,W=58,M=14,Q=5 Weekly (W) values are applicable only to customers using the weekly enterprise calendar period. Monthly (M) values are applicable only to customers using the monthly enterprise calendar period. Since Oracle Sales Cloud will retain up to 10 million historical records at any given time, you may need to reduce the value specified for D and increase the value specified for M or Q to keep saved records below the limit. TIPS AND CONSIDERATIONS Historical trend data is only available for the Opportunity and Revenue objects. The enterprise calendar must be set to either weekly or monthly for historical trending. 78

79 The historical trend data follows the same security and visibility rules set for the Opportunity and Revenue objects. Oracle Sales Cloud will retain up to 10 million historical records at any given time. - If the total number of historical records goes above 10 million, then the oldest historical records (based on the capture date) will be deleted from the Oracle BI server. - Oracle Sales Cloud will send an automatic notification to the address indicated in the Cloud Service Notifications portal when the number of historical records is higher than 80% of the record limit. You can build Historical Trend reports using these subject areas and dimensions: Dimensions for the Historical Pipeline subject area: - Pipeline Snapshot Date - Time - Opportunity - Opportunity Extension - Historical Opportunity - Historical Opportunity Extension - Revenue - Revenue Extension - Historical Revenue - Historical Revenue Extension - Customer - Customer Organization Extension - Customer Person Extension - Sales Account Extension - Product - Industry - Territory / Territory Hierarchy - Employee - Sales Resource Hierarchy Dimensions for the Opportunity Sales Stage Snapshot subject area: - Stage Snapshot Date - Secondary Date - Opportunity - Opportunity Extension - Historical Snapshot Stage KEY RESOURCES For a demonstration of this enhancement, see the Sales Analytics Release Training. For more information about creating and managing reports, see the Oracle Sales Cloud Reporting and Analytic Overview Guide (My Oracle Support Doc ID ). 79

80 HISTORICAL FORECAST TRENDING You can now create custom reports to track the historical progression of opportunities across sales stages. Review weekly, monthly, quarterly or yearly revenue trends; and further analyze revenue trends by product, resource or territory. STEPS TO ENABLE In order to use the Sales CRM Historical Forecasting subject area, you must generate the forecast metrics for all existing forecasts once, and then you must schedule the forecast metrics generation process to run nightly. Note: You must follow both sets of steps outlined below to ensure that the most current historical forecast metrics are available for reporting. Below are the steps for the first process you must run. You only need to run the process with these parameters once, after your upgrade to Release 8: 1. Go to Navigator > Setup and Maintenance. 2. From the All Tasks tab, search for the Run Generate Forecast Metrics Process task and, in that task row, click Go to Task. 3. In the Diagnostic Parameters field, enter: fcst_status_qualif_list=past,previous,active,next 4. Click to select the Notify me when the process ends checkbox. Note: This option is important so you are notified whether or not the process ends in error. Errors will require attention, as your metrics will not be available if this process fails. 5. Leave all other fields with the default values. 80

81 6. Click the Submit button. Below are the steps for the second process you must run. These are the steps to schedule the forecast metrics generation process to run nightly. 1. Go to Navigator > Setup and Maintenance. 2. From the All Tasks tab, search for the Run Generate Forecast Metrics Process task and, in that task row, click Go to Task. 3. In the Diagnostic Parameters field, enter: fcst_status_qualif_list=active,next 4. Click to select the Notify me when the process ends checkbox. Note: This option is important so you are notified whether or not the process ends in error. Errors will require attention, as your most current metrics will not be available if this process fails. 5. Leave all other fields with the default values. 6. Click the Advanced button. 7. Click the Schedule tab. 8. Select the Using a schedule option. 9. Select Daily in the Frequency field. 10. Select 1 in the Every Day field. 11. In the Start Date field, enter tomorrow s date and a time when application use is low, like 12:00 AM. 12. In the End Date field, select a date far in the future and a time when application use is low, like 12:00 AM. 13. Click the Customize Times button to check the scheduled dates and times. You may add or remove times to work around your company calendar. 14. When finished, click the Submit button. 81

82 TIPS AND CONSIDERATIONS Reports created using the Sales CRM Historical Forecasting subject area show precise, submitted forecast numbers at all levels of the hierarchy. The forecast numbers will always match the submitted forecast numbers shown on your submitted forecasts. Changes in territory and product hierarchies will not change the numbers in the Sales CRM Historical Forecasting subject area. The Historical Forecasting subject area does not show the underlying forecast items that comprise a forecast number. In order to see that underlying transactional data, you must use the Sales CRM Forecasting subject area. KEY RESOURCES For a demonstration of this enhancement, see the Sales Analytics Release Training. For more information about creating and managing reports, see the Oracle Sales Cloud Reporting and Analytic Overview Guide (My Oracle Support Doc ID ). 82

83 EMBEDDED REPORTS IN SIMPLIFIED UI You can tailor the Oracle Sales Cloud Simplified UI to show standard or custom reports where your sales team needs them most. For instance, you can add the new Customer Asset Analysis report on the Account list page. Use Page Composer to embed actionable reports on the following pages: Analytics Page The Analytics homepage includes eight subtabs for reports. The first three subtabs show standard reports. The other five subtabs are customizable, but hidden and blank by default. List Pages The Leads, Opportunities, Accounts, Contacts and Households list pages offers up to three subtabs for reports. These tabs are customizable, but hidden and blank by default. Detail Pages The Leads Opportunities, Accounts, Contacts and Households detail pages include three subtabs for reports. These tabs are customizable, but hidden and blank by default. You can also configure the layouts of the customizable report pages to meet the unique needs of your business. STEPS TO ENABLE Standard reports do not require setup. However, you can use Page Composer to: Show and hide the side-tabs Change the side-tab icons Update the page header Re-order the side-tabs Add custom reports or other standard reports 83

84 TIPS AND CONSIDERATIONS Consider adding these new standard reports to the Account and Contact pages: - Customer Asset Analysis - My Top Accounts by Opportunities KEY RESOURCES For a demonstration of this enhancement, see the Sales Analytics Release Training. For more information about creating and managing reports, see the Oracle Sales Cloud Reporting and Analytic Overview Guide (My Oracle Support Doc ID ). PRE-BUILT REPORTS FOR LEADS, OPPORTUNITIES, ACCOUNTS, FORECAST, AND PARTNERS New, pre-built reports in Release 8 allow Sales Reps, Sales Managers, and Channel Managers to measure sales performance. You can also customize the pre-built reports and you can create new reports to fit your business needs. These pre-built reports are available in Release 8: Leads: My Team s Leads My Leads by Age My Open Leads by Source Opportunities: My Team s Performance My Team s Pipeline My Team s Leadership Board My Performance My Pipeline Top Open Opportunities Sales Performance Trend Sales Stages by Age Accounts: My Top Accounts Forecast: Forecast versus Quota Team Forecast vs. Team Open Pipeline My Forecast vs. My Open Pipeline Partners: Partner Performance Open Pipeline Partner Leadership Board Partner Win Rate 84

85 STEPS TO ENABLE There are no steps necessary to enable standard reports. TIPS AND CONSIDERATIONS These new reports appear in the Simplified UI. KEY RESOURCES For a demonstration of this enhancement, see the Sales Analytics Release Training. PRE-BUILT REPORTS FOR ACTIVITIES New, pre-built reports for activities allow Sales Reps and Sales Managers to better manage their day-to-day activities, identify accounts that they have worked with the most, and adjust their workloads and schedules. You can also customize the pre-built reports and create new reports to fit your business needs. These pre-built reports are available in Release 8. Activity reports for Sales Reps: Top Accounts by My Activities: Identify the top five accounts with the most activity. Use the report to identify which accounts are heavily targeted and ensure they're in line with business priorities and goals. My Open Tasks: View open tasks and plan the workload for the upcoming week or month, including any urgent or overdue tasks. Activity reports for Sales Manager: My Team s Activities: Monitor the workload and the progress of the team's activities. Use the report to ensure that team workload is appropriately distributed and proactively identify any issues. Top Accounts by My Team s Activities: Identify the top five accounts the team has the most contact with. Use the report to understand which accounts are heavily targeted and ensure they're in line with business priorities and goals. 85

86 My Team s Tasks on Open Opportunities: Monitor the team's progress made on tasks related to open opportunities still in the sales pipeline. Use the report to identify salespeople who are doing well versus those that need support. STEPS TO ENABLE There are no steps necessary to enable standard reports. TIPS AND CONSIDERATIONS The new reports are available on the Sales Dashboard in the Simplified UI. KEY RESOURCES For more information about creating and managing reports, see the Oracle Sales Cloud Reporting and Analytic Overview Guide (My Oracle Support Doc ID ). CUSTOM REPORTS FOR ACTIVITIES Three new subject areas allow you to create custom reports on the activities. Sales - CRM Sales Activity: Create reports on the activities by the associated Accounts, Leads and Opportunities (e.g.: Display tasks by due date and group these tasks by month, quarter, or year) Sales - CRM Activity Resource: Create reports on the activities by the internal resources (e.g.: Analyze the number of activities per internal resource) Sales - CRM Activity Contact: Create reports on the activities by the external resources (e.g.: Analyze the number of external contacts per activity) 86

87 STEPS TO ENABLE There are no steps necessary to enable these subject areas. TIPS AND CONSIDERATIONS All users who have access to activities in the transactional application have access to these subject areas. However, users can only see the activities for the data they have been granted access to, following the data security policy defined in the authorization policy manager. KEY RESOURCES For more information about creating and managing reports, see the Oracle Sales Cloud Reporting and Analytics Overview Guide (My Oracle Support Doc ID ). CUSTOM REPORTS FOR OPPORTUNITY TEAM AND CONTACTS Two new subject areas allow you to create custom reports on the opportunity team and opportunity contact attributes. Sales - CRM Opportunity Team Sales - CRM Opportunity Contact These subject areas include the detail of the role of the team members and the role of the contact on each opportunity. These subject areas also allow the reporting of a summary view of all the opportunities that a team member or a contact is involved with. 87

88 STEPS TO ENABLE There are no steps necessary to enable these subject areas. KEY RESOURCES For a demonstration of this enhancement, see the Sales Analytics Release Training. For more information about creating and managing reports, see the Oracle Sales Cloud Reporting and Analytic Overview Guide (My Oracle Support Doc ID ). CUSTOM REPORTS FOR ACCOUNT TEAM The new Sales - CRM Account Team subject area allows you to create custom reports on Account Team. This subject area includes the detail of the role of the team members on each account. The subject area also allows the reporting of a summary view of all the accounts that a team member is involved with. STEPS TO ENABLE There are no steps necessary to enable standard reports. KEY RESOURCES For a demonstration of this enhancement, see the Sales Analytics Release Training. For more information about creating and managing reports, see the Oracle Sales Cloud Reporting and Analytic Overview Guide (My Oracle Support Doc ID ). REPORTING ON CONTACT ATTRIBUTES With the new contact model enhancements, you can create custom reports on standard contact attributes, such as job title, sales affinity, as well as relationships between accounts and contacts. 88

89 The contact model now uses the same security rules as the Contact object in Oracle Sales Cloud. This provides adequate security to ensure that you can see the contact data in the report only if you have access to contact data. STEPS TO ENABLE There are no steps necessary to enable these enhancements. TIPS AND CONSIDERATIONS The following subject areas include the updates to the Contact and Contact Extension dimensions and the new Customer Contact Profile and Customer Contact Profile Extension dimensions: - Sales CRM Customers and Contacts Real Time - Sales CRM Interactions and Customers Real Time - Sales CRM Customer Overview - Sales CRM Sales Activity - Sales - CRM Pipeline requested - Sales CRM Opportunities and Product Real Time - Marketing Segmentation Campaigns - Marketing Segmentation Interactions - Marketing Segmentation Leads - Marketing Segmentation Opportunities - Marketing Segmentation Responses - Marketing Segmentation Targets KEY RESOURCES For more information about Release 8 changes to Contacts, see the Contact Management Release Training. For a demonstration of these enhancements, see the Sales Analytics Release Training. 89

90 For more information about creating and managing reports, see the Oracle Sales Cloud Reporting and Analytic Overview Guide (My Oracle Support Doc ID ). RELATIONSHIP HEATMAP REPORTS REMOVED The following reports are removed from the BI catalog in Release 8. Relationship HeatMap Relationship HeatMap Real Time My Relationship HeatMap My Relationship HeatMap Real Time The following were used to build the above reports and are retired from the BI catalog: Dimension Folders in subject area: Sales - CRM Sales Activity: - Contact Influence - Interaction Relationship Facts Measure Dimensions: - # of Contact Interactions - # of Department-Influence Interactions - # of Department Interactions - # of Customer Interactions - Quartile Contact - Quartile - Department Influence - Quartile Department - Last Interaction Date If your existing reports have references to these retired reports/dimensions and if they are saved in the Custom folder, they will still work. However, if you have embedded the reports in a dashboard, you may see an error on the page. If you have custom reports that used these retired reports/dimensions, we recommend that you transition to the existing subject areas/dimensions. OPPORTUNITY STATUS ATTRIBUTES RENAMED In the past, the opportunity status attributes were inconsistently named (ex: Lead Status and Lead Code ) across subject areas. In Release 8, they are now all re-named to "Status Name" and "Status Code". If your existing reports have references to the old attributes, they will still work. However, the new attributes should be used for creating new reports. The new attributes are in the Opportunity dimension folder across the Sales subject areas. 90

91 POST-UPGRADE CHANGED BEHAVIOR There is changed behavior in the Sales Dashboard. See the Known Issues and Changed Behavior section of this document for information. Return to Release Feature Summary AUDIT REPORTING Audit reporting allows you to track the changes to records in the Oracle Sales Cloud application. With audit reports, you can see who made what changes in the application and when. For instance, you can track when records are created, updated, or deleted and by whom. For each field you audit, you can also see the old field value and the new field value. Audit reports are available for these objects. The full list of auditable child and grandchild objects for these objects is below: Accounts Contacts Households Resources Opportunities Leads Budget Partner Partner Program Partner Enrollment STEPS TO ENABLE Follow these steps to configure audit reporting: 1. Go to Navigator > Setup and Maintenance. 2. Click the All Tasks tab. 3. Search for the Manage Audit Policies task and, in that task row, click Go to Task. 91

92 4. Change the Audit Level field to Auditing. 5. Click the Save button. 6. Click the Configure Business Object Attributes button. 7. Select the appropriate value in the Application field, like Sales. 8. Select the objects and fields that you want to audit. 9. When finished, click Save or Save and Close. TIPS AND CONSIDERATIONS You can track an unlimited number of fields per auditable object, including custom fields. You can track one or more objects, including custom objects and standard child objects. Keep in mind that the more data you track, the larger your audit reports will get and it may impact the performance. We recommend that you track only the data needed. If an audit is not needed for a period of time (ex: if you are importing large amount of data or doing system testing), you can turn audit off at the sales application level for performance reasons. 1. Go to Navigator > Setup and Maintenance. 2. Click the All Tasks tab. 3. Search for the Manage Audit Policies task and, in that task row, click Go to Task. 4. Uncheck the Audit checkbox in the Sales Application row. 5. Click Save or Save and Close. 92

93 When finished, you can turn audit back on by rechecking the audit checkbox in the Sales Application row. The data in your audit reports follows the same data security settings as the objects in Oracle Sales Cloud. Below is the full list of auditable objects: Parent Object Child Object Grandchild Object Account (Account Profile) Sales Account Profile Sales Account Resource Sales Account Territory Address Address Purpose Phone Instant Messaging Web Classification Assignment Additional Account Name Contact Preference Usage Assignment Additional Identifier Source System References Relationship Customer Contact Profile Parent Object Child Object Grandchild Object Contact (Person Profile) Sales Account Profile Sales Account Resource Sales Account Territory Contact Address Address Purpose Phone Instant Messaging Web Classification Assignment Additional Contact Name Contact Preference Usage Assignment Additional Identifier Source System References Relationship Customer Contact Profile Parent Object Child Object Grandchild Object Household (Household Profile) Sales Account Profile Sales Account Resource Sales Account Territory Contact Address Address Purpose Phone Instant Messaging Web Classification Assignment Additional Household Name Contact Preference Usage Assignment 93

94 Additional Identifier Source System References Relationship Customer Contact Profile Parent Object Child Object Grandchild Object Address Purpose Resource (Resource Profile) Location SDO Address Phone Instant Messaging Web page Resource Organization Membership Resource Role Assignment Sales Representative Setup Resource Team Membership Parent Object Child Object Grandchild Object Opportunity Opportunity Revenue Opportunity Split Revenue Opportunity Recurring Revenue Opportunity Revenue Line Set Opportunity Team Member Opportunity Partner Leads Leads Product Leads Resources Leads Contacts Leads Territories Budget Budget Entries Fund Requests Parent Object Child Object Grandchild Object Partner Classification Assignment Partner Type Customer Contact Profile Partner Certification Expertise Geographies Served Industries Served Product Specialties Account Team Address Phone Web Instant Messaging 94

95 Parent Object Child Object Grandchild Object Partner Program Program Benefit Details Program Objective Details Program Contract Templates Partner Enrollment Enrollment Participants Contract Enrollments KEY RESOURCES For a demonstration of this enhancement, see the Audit Reporting Release Training. For more information about reports, see the Sales Analytics Release Training. Return to Release Feature Summary SALES PREDICTOR You can use the information from these 3 new reports to improve your Sales Predictor recommendation rules and edit leads before you send them out to the field: Attribute Analysis Report Data Mining Model Reports Lead Preview Report For a demonstration of these enhancements, see the Sales Predictor Release Training. ATTRIBUTE ANALYSIS REPORT The Attribute Analysis Report shows the number of records populated and left blank for each field in a given object. You can further investigate each field to see which field values are most common and which values may need clean up. For example, if you see a customer revenue value with too many zeros, then you know the data is likely inaccurate and needs clean up. You may also find that 90% of customer records have the Industry attribute filled in. That data can be used to predict sales in a particular industry segment. Using that knowledge, you can refine your Sales Predictor recommendation rules to target new customers within those industries or segments. 95

96 With the Attribute Analysis Report, you can use only the best data and most populated attributes for rule creation and data mining. DATA MINING MODEL REPORTS Data Mining Model reports, like the Association Model Report, provide the information about the products that are frequently sold together. It also provides insight into the type of customers who buy a product and the attributes associated with those customers. These reports can be based on the strongest association found between two products or between a customer attribute and a product. Based on the historical buying pattern information from the Data Mining Model Reports, sales analysts can write rules to generate cross-sell leads. This may involve cross-selling a product to an existing customer based on products frequently sold together and the fact that the customer already owns one of these products. A rule may also be created to target new customers within a certain industry based on strong association between customers in that industry and a particular product. 96

97 LEAD PREVIEW REPORT The Leads Report allows you to preview leads that generate from your Sales Predictor rules and models. Use the Leads Report to see which products are recommended, validate your metrics and recommendations, and see the leads that generated before they go out to the field. You can also eliminate leads with poor quality or low probability, so only the high quality leads will be pushed out to the field. 97

98 STEPS TO ENABLE There are no steps necessary to enable these reports. TIPS AND CONSIDERATIONS For rule creation and model learning, make sure to use attribute data that is well populated and accurate. You can run the Attribute Analysis report to test data integrity. KEY RESOURCES For a demonstration of these enhancements, see the Sales Predictor Release Training. For more information about the Attribute Analysis Report, see Application Help, Attribute Analysis Report: Explained topic. For more information about Sales Predictor, see these topics in Application Help: - Getting Started with Sales Prediction: Prerequisites - Working with Sales Prediction Features - Using Reports to Analyze the Model: Examples - Generating Leads Using Predictive Models and Rules: Worked Example Return to Release Feature Summary SALES PERFORMANCE MANAGEMENT TERRITORY MANAGEMENT The Release 8 territory management enhancements help you find, add, and export territory members faster. Unique identifiers allow you to find territories and proposals with ease, so you can manage your sales territories more efficiently. Some terminology has changed in Release 8: Release 7 Terms Account Manually Included Accounts Manually Excluded Accounts Regular Coverage Release 8 Terms Customer Included Customers Excluded Customers Dimensional Coverage For demonstrations of the following enhancements, see the Territory Management Release Training. Note: With Release 9, you will no longer have the ability to add named customers to the dimensional coverage of a territory. To prepare for this change, you should no longer have both named customers in the dimensional coverage and included customers in the same territory. If you currently use the Dimensional Coverage section to add named customers when defining your 98

99 territories, we recommend that you use the Included Customers section instead, when you make changes to your territories going forward. This should be a seamless change because, in Release 9, the upgrade script will make the necessary changes to dimensional coverages. You will have no loss of capabilities for your territories. FILE BASED DATA IMPORT AND EXPORT FOR TERRITORIES You now have more options to set up, edit, and migrate your territories efficiently. With export and import used together, you can: Migrate territory definitions from one environment to another Edit territory definitions offline Set up initial territory definitions using import Analyze territory definitions offline STEPS TO ENABLE The import and export enhancements are immediately available with Release 8. Follow these steps to get started with territory export: 1. Go to Navigator > Territories and Quotas. 2. In the Active Territories section, go to Actions > Export > (Select an export option): - Export Selected Territory Hierarchy: Used to make changes to territories offline, which can be imported back into the application. - Export to Another Environment: Used for migration purposes - View Export Status: View the status of the export job and get your export file after completion 3. Click OK. 99

100 Follow these steps to get started with territory import: 1. Go to Navigator > Territories and Quotas. 2. In the Active Territories section, go to Actions > Import to Proposal > (Select an import option): - Import Territories: Allows you to update territories from a zip file containing a set of CSV files. - Import from Another Environment: Used for migration purposes - View import status: View the error file and the status of the import 3. Browse to select the import file. 4. Click OK. TIPS AND CONSIDERATIONS When importing territories as part of an update, you must specify the action for each territory definition within your import file. The actions include: REPLACE or DELETE. If you don t specify the action, the change will be rejected and you will get a No Action Specified error message. KEY RESOURCES For a demonstration of these enhancements, see the Territory Management Release Training. For more information about territory management configuration, see the Implementing Sales guide. UNIQUE IDENTIFIERS FOR TERRITORIES AND PROPOSALS Oracle Sales Cloud now assigns unique identifiers for territory proposals and territories. These unique identifiers can help you find and identify the right territory wherever they are used, including export and import operations. STEPS TO ENABLE There are no steps necessary to enable this enhancement. 100

101 TIPS AND CONSIDERATIONS When you import a new territory, you enter a territory name and Oracle Sales Cloud will assign a number. Can use for updates. You can use the unique identifier number to: - Find your territories and territory proposals quickly. - Make updates through file export and import. - Migrate territory definitions from one instance to another. KEY RESOURCES For a demonstration of this enhancement, see the Territory Management Release Training. TERRITORY TEAM ENHANCEMENTS You no longer need to switch to Advanced Search mode to use operators and specify multiple criteria when searching for resources to add to the territory team. Advanced Search is immediately available by default. In addition, you have the flexibility to add more search fields, to further focus your team member search. In addition, you can now export the list of team members for a territory into a CSV file. 101

102 STEPS TO ENABLE There are no steps necessary to enable this enhancement. KEY RESOURCES For a demonstration of this enhancement, see the Territory Management Release Training. EXTEND TERRITORY MANAGEMENT WITH APPLICATION COMPOSER With Release 8, you can now use Application Composer to extend Territory Management for your business needs. For example, you can add custom fields to territories, territory resources and territory proposals. You can also create custom relationships from territories or proposals to other objects. In addition, the object workflows are now available for territories and proposals. As a result, you can create notifications to alert sales people when events, such as territory changes or proposal activation take place. STEPS TO ENABLE There are no steps necessary to enable this enhancement. KEY RESOURCES For a demonstration of these enhancements, see the Territory Management Release Training. For more information about territory management configuration, see the Implementing Sales guide. For more information about extensibility, see the Extending Sales guide. Return to Release Feature Summary 102

103 QUOTA MANAGEMENT Release 8 offers the flexibility to define sales quotas based on distinct sales goals, so you can align your sales team around your corporate plan. Sales Reps may have multiple unit or product-based quotas. For demonstrations of the following enhancements, see the Product and Unit Quotas Release Training. USER-DEFINED SALES GOALS Sales goals are the first step in creating product and unit quotas because each quota is linked to a sales goal. Sales goals define your overall business objectives, while quotas define each Sales Rep s target contribution toward that goal. Oracle Sales Cloud allows you to create measurable sales goals that focus on the objectives important to your business. These user-defined sales goals are flexible, so you can define any number of goals based on revenue amount or quantity of units sold. For instance, you may create sales goals to increase revenue for a territory, to meet a license revenue target, to focus on sales of a specific product, or to achieve a certain number of sales visits. You may also extend sales goals to include a specific business dimension, like accounts. The standard sales revenue goal offers quota allocation based on a revenue target. This standard goal is automatically assigned to every territory owner during the quota planning process. You may not delete the seeded sales goal, but you may create any number of additional sales goals to meet the specific needs of your business. Sales Managers can view sales goals but cannot author or edit sales goals. Administrators have full access to sales goals. 103

104 PRODUCT-BASED QUOTAS You can define sales goals focused on a particular product group or groups and then assign product-based quotas to your sales people. For example, a medical products company may define a distinct sales goal focused on each of the surgical and prosthetics groups. Quotas can be set for Sales Reps related to the surgical sales goal and the prosthetics groups. You may create product-based quotas that focus on revenue amount or quantity sales target and can assign these quotas in addition to other quotas assigned to a Sales Rep. QUANTITY (UNIT) QUOTAS You can define sales goals that measure units sold, rather than revenue amount. Quantity-based sales goals allow you to assign quotas for activity-based or volume-based sales goals. 104

105 MULTIPLE QUOTAS Successful sales organizations measure performance along multiple business dimensions. With Release 8, you can assign multiple quotas to your Sales Reps, related to your sales goals. Each territory owner must be assigned a quota related to the seeded sales revenue goal. In addition to that quota, you can assign multiple sales quotas to your Sales Reps for other goals. The only requirement is that each quota must be related to a distinct sales goal. REVISE QUOTA ACTION This feature provides the ability for sales managers to manually revise quotas in the Quota Work Area without necessitating a territory proposal change or contacting sales operations to unlock published quotas. The Revise button has a separate security policy for customers who want to disallow this feature for their sales managers. 105

106 STEPS TO ENABLE There are no steps necessary to enable these enhancements. TIPS AND CONSIDERATIONS As part of the upgrade, existing resource quotas will automatically refer to the seeded sales revenue goal. Every territory owner must have a quota related to the seeded sales revenue goal. Sales goals represent company-wide objectives and are shared among multiple reps. This link to the goal allows management to see the goal allocation across the organization. You may calculate quotas related to the seeded sales goal using sales metrics and formulas. User-defined sales goal do not offer these calculations. KEY RESOURCES For a demonstration of these enhancements, see the Product and Unit Quotas Release Training. Return to Release Feature Summary INCENTIVE COMPENSATION Use the Manage Incentive Compensation process to perform complex calculations for nondiscretionary incentive plans, such as sales commission plans or bonuses with formulaic calculations. You can adjust incentive plans for all organizations, measure performance in relation to metrics, reward appropriate behavior, and analyze the effect of incentive programs on financial and sales goals. For a demonstration of the following enhancements, see the Managing Data through Import and Web Services Release Training and the Estimated Compensation Release Training. 106

107 PARTICIPANT COMMISION STATEMENT The new Participant Commission Statement dashboard enables participants to view their period attainment summary, payment summary, payment details, and payment balance information. ESTIMATE COMPENSATION Now, estimate compensation based on the expected closure of sales deals. Participants enter their pipeline opportunities and generate estimates for selected transactions. They can: Modify opportunity attributes, such as amount and quantity, and perform a what-if analysis without affecting the opportunity transactions. Prioritize deals by using real-time data to determine where to focus participant sales activity and decide how to structure opportunities to maximize commission and bonus incentives. Increase forecast accuracy by motivating participants to enter accurate opportunity data. 107

108 Using this visibility into sales deals to help participants prioritize their efforts, you can encourage the participant behavior that you want and help participants align their objectives with those of their company. STEPS TO ENABLE Follow these steps to verify that the currency conversions are available for future periods: 1. On the Navigator menu, select Setup and Maintenance. 2. Search for and go to the Manage Currency Conversions task. 3. Verify that all of the currency conversions exist for the estimation time horizon. Add any currency conversion or edit existing as required. 108

109 4. Click Save and Close. Follow these steps to verify that intervals are defined correctly for the incentive compensation plan period. The calculation process uses interval names to reset participant goal and attainment balances. 1. On the Navigator menu, select Setup and Maintenance. 2. Search for and go to the Manage Intervals task. 3. Verify that the correct periods for the estimation time horizon exist for the incentive compensation plan intervals. Notes: o The calculation uses the selected interval in the Interval Types section. o Each incentive compensation business unit has its own configurations. 109

110 4. Click Save and Close. Follow these steps to setup the descriptive flexfield global segments for the base transaction: 1. On the Navigator menu, select Setup and Maintenance. 2. Search for and go to the Manage Incentive Compensation Descriptive Flexfields task. 3. In the Name field, enter Base Transaction. 4. Click Search. 5. Select the row in the search results. 6. On the toolbar, click the Edit icon. 7. Verify that the flexfield global segments are defined as required to perform estimations. Note: Any edits to the Base Transaction descriptive flexfield affects the fields that are available for estimated compensation. 110

111 Example: If you add a new attribute and deploy it, this new field appears on the create and edit deal pages of estimated compensation. TIPS AND CONSIDERATIONS Participants must have a valid incentive compensation plan for the estimation period. You won t see current earnings during estimation unless calculation ran for the current period. KEY RESOURCES For a demonstration of these enhancements, see the Incentive Compensation Release Training. EXPORT AND IMPORT PLANS The new plan copy feature enables incentive compensation plan administrators to migrate compensation plans from one environment to another, for example, from a development environment to a production environment. Plan administrators can also roll out plans to different business units when business units have similar plans. Export Plans: Export valid compensation plans to an XML file using the Manage Compensation Plans task. All of the underlying plan objects, such as plan components, performance measures, rate table, rate dimensions, expressions, and credit categories associated with the compensation plan are included in the export. 111

112 Import Plans: Import previously exported compensation plans into the same environment or into another environment using the Compensation Plan Import task. While importing plans, you can provide a new set of start and end dates, as well as specify a prefix or suffix to rename the imported plan. VIEW PROCESS LOG DETAIL Debug log details are available through an application UI, rather than using SQL to access the database. This page enables incentive compensation administrators and implementers to view and correct errors without involving IT. The new Search UI supports the following processes: Calculation: Calculate commission and bonuses to encourage behavior that aligns with corporate performance and financial objectives. Classification: Classify transactions and credits into appropriate categories to apply different incentive rewards to performance in different lines of business, such as product lines and channels. Crediting and roll up: Run crediting and roll-up processes to determine which direct and indirect credit receivers are associated with each business transaction. Payment batch: Group participant paysheets into batches for approval and distribution to payment applications. STEPS TO ENABLE To use this feature, you must turn on the debug logging profile option. Follow these steps to change the profile value. 1. On the Navigator menu, select Setup and Maintenance. 2. Search for and go to the Manage Incentive Compensation Profile Options task. 3. In the Application field, select Incentive Compensation. 4. Click Search. 5. In the Search Results section, select CN_DEBUG. 6. On the toolbar click the Add icon. 112

113 7. Change the Profile Value to Yes. SIMPLIFIED CALCULATION PROCESS The simplified calculation process is now available to run or schedule calculations for all participants in a business unit. To automate your end-to-end processing with Oracle Sales Cloud, you can also include this calculation process as part of a set of incentive compensation processes. For selected participants, you can still create a calculation request and then submit it. IMPORT PARTICIPANT GOALS Import participant goals by: 1. Entering goal data in a file, or by exporting source goal data to a file 2. Uploading the file to the Oracle WebCenter Content repository 3. Running or scheduling processes to import the data from the file into Oracle Fusion Incentive Compensation staging and base tables 113

114 Web services for importing participant goals are also available. IMPORT AND UPDATE PARTICIPANT DETAIL Import participant detail information by: 1. Entering detail data in a file, or by exporting source detail data to a file 2. Uploading the file to the Oracle WebCenter Content repository 3. Running or scheduling processes to import the data from the file into Oracle Fusion Incentive Compensation staging and base tables Web services for importing and updating participant detail information are also available. You must provide the start dates for detail records because multiple detail records might be associated with a participant. STEPS TO ENABLE Follow these steps to set the default option for plan import conflict resolution. If the default is not set then you must select one of the options in the import page every time you import plans. 114

115 1. On the Navigator menu, select Setup and Maintenance. 2. Search for and go to the Manage Parameters task. 3. In the Plan Parameters section, select the appropriate option in the Default Option for Plan Import Conflict Resolution field. - Create: Add new plan objects such as rate tables, expressions, performance measures, and so on. - Reuse: Reuse existing plan objects. TIPS AND CONSIDERATIONS If you are using the import features to transfer data from one environment to another; from a legacy system to Oracle, or a plan copy to another business unit, the reference data for the business objects must be defined. To define the reference data for the business object: 1. Export your setup objects. 2. Import the setup objects to your new environment or configure your reference objects in the Setup and Maintenance work area. Reference data includes lookup values, flexfields, enabled table and columns, earning types, and open periods. Verify that reference data, such as lookup values, expression attributes, and flexfield segments are defined and enabled. See the Oracle Fusion Applications Incentive Compensation Implementation Guide for detailed instructions if you have not configured these items for your business unit. Verify that Incentive Compensation users and administrators have the correct job roles to complete these tasks: Tasks Required Job Role Importing and exporting compensation plans Importing participant goals and details using a data file Incentive Compensation Plan Administrator Incentive Compensation Manager Incentive Compensation Integration Specialist Evaluate the default setting for the conflict resolution parameter for importing plans. Follow the instructions in the Steps to Enable section in the Import and Update Participant Detail topic. Verify that the relevant periods are defined to support the plan s date range. Follow the instructions in the Steps to Enable section in the Estimate Compensation topic. Determine which attributes you will use to derive the participant ID. Provide dates using the YYYY/MM/DD format. Provide amounts with a period (.) decimal separator and do not include a thousands separator. Do not change the order of the columns in the data file templates. Participants must already exist before importing participant details. Participants must be assigned to a plan before importing participant goals for the plan. 115

116 KEY RESOURCES For a demonstration of these enhancements, see the Incentive Compensation Release Training. Review the following Incentive Compensation resources on Oracle Enterprise Repository (OER): - Incentive Compensation Participant Goal - Incentive Compensation Participant Version 2 ENHANCEMENTS FOR CHANNEL MANAGERS The enhancements presented in this section directly affect the Channel Manager job role. Return to Release Feature Summary One of the biggest changes in Release 8 Partner Relationship Management is the alignment of partner accounts with the channel manager territories. For demonstrations of the following enhancements, see the Partner Relationship Management Release Training. PARTNER RELATIONSHIP MANAGEMENT OPTIONAL CONTRACT IMPLEMENTATION You can now create partner programs without first setting up a corresponding contract. So, you can setup programs that do not yet have a legal agreement. STEPS TO ENABLE There are no steps necessary to enable this enhancement. KEY RESOURCES For a demonstration of this enhancement, see the Partner Relationship Management Release Training. For more information about Partner Management, refer to the Manage Partners section in the Using Sales guide. 116

117 FLEXIBLE APPROVALS You can now set up simple or parallel approval flows to meet the unique needs of your business. For example, you can route requests for enrollment to the appropriate channel managers who cover the region and also to the personnel in the marketing division who created the programs. STEPS TO ENABLE There are no steps necessary to enable this enhancement. KEY RESOURCES For a demonstration of this enhancement, see the Partner Relationship Management Release Training. For more information about Partner Management, refer to the Manage Partners section in the Using Sales guide. 117

118 PARTNER EXTENSIBILITY You can now gather the information you need about partner organizations and partner teams. With Release 8, you can add custom fields, page layouts, actions, links, and scripts to the Partner and Partner team objects. For example, you can extend the partner account team section to add a checkbox to identify whether a team member is an internal employee or a contractor. STEPS TO ENABLE There are no steps necessary to enable this enhancement. KEY RESOURCES For a demonstration of this enhancement, see the Partner Relationship Management Release Training. For more information about Partner Management, refer to the Manage Partners section in the Using Sales guide. 118

119 PARTNER-TO-PARTNER RELATIONSHIPS You can now manage partner hierarchies by defining how partner organizations are related to one another. For example, you can define which distributors work with each reseller or how two partner organizations work together. The Partner Relationship page allows you to define partner-to-partner relationships, and one-to-many relationships between partner organizations. STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS The Partnership relationship type, which defines the relationship between distributors and resellers, is available by default. In order to create additional relationship types, follow these steps: 1. From Navigator > Setup and Maintenance. 119

120 2. Search for the Manage Relationship Types task, and in that task row, click Go to Task. 3. Click the Create icon. 4. In the Create Relationship Type page, fill in the Relationship Type field. 5. Select either Circular or Relate to self for relationship type. 6. Click the Create icon in the Relationship Roles and Phrases section and fill in the information. 7. Click the Add Row icon in the Relationship Groups section and select Partnership Relationships from the drop down list. 8. Click Save. KEY RESOURCES For a demonstration of this enhancement, see the Partner Relationship Management Release Training. For more information about Partner Management, refer to the Manage Partners section in the Using Sales guide. ASSIGNING PARTNER COMPANIES TO TERRITORIES Based on predefined territory assignment rules, partner organizations are now assigned to channel manager territories. This feature helps channel managers monitor goals, quotas, and provide assistance in closing business in their territory. STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS In order to automatically assign partner organizations to channel manager territories, make sure the following profile options are set to "Yes" (Default is set to Yes ): - ZPM_TERRITORY_ASSIGNMENT_ON_PARTNER_CREATE - ZPM_TERRITORY_ASSIGNMENT_ON_PARTNER_UPDATE 120

121 KEY RESOURCES For a demonstration of this enhancement, see the Partner Relationship Management Release Training. For more information about Partner Management, refer to the Manage Partners section in the Using Sales guide. OPTIONAL PARTNER USER PROVISIONING You might not want your partner representatives or partner contacts to have an Oracle Sales Cloud user account. Account creation is now optional, so you have the flexibility to create partner accounts and partner user accounts when you want to, depending on your business objectives and processes. STEPS TO ENABLE By default, the Administrator Registration Details region, where you create a user account, is rendered in the Partner Registration form. Follow these steps to change the profile option, so that the region won t be available for user account creation: 1. From Navigator > Setup and Maintenance. 2. Search for the Manage Administrator Profile Values task, and in that task row, click Go to Task. 3. Type ZPM in the Profile Option Code field and click Search. 4. From the results, click ZPM_AUTO_CREATE_USER_DURING_SELF_SERVICE_REGISTRATION. 5. Change the profile value to No. 6. Click Save. KEY RESOURCES For a demonstration of this enhancement, see the Partner Relationship Management Release Training. For more information about Partner Management, refer to the Manage Partners section in the Using Sales guide. 121

122 ENHANCEMENTS FOR SALES ADMINISTRATORS AND IMPLEMENTERS The enhancements presented in this section relate to the setup, management, upgrade, and extension of the application. These enhancements directly affect the Sales Administrator and Implementer job roles in the areas of: Extensibility Customer Data Management Setup and Maintenance EXTENSIBILITY You now have more options to customize the user experience for your Sales Reps and Sales Managers, using Application Composer. With side-by-side tabs to customize desktop pages, simplified pages, mobile pages, and Outlook pages in one place, you can create a complete user experience that meets the unique needs of your business. For demonstrations of the following enhancements, see the Extensibility Release Training. 122

123 DYNAMIC LAYOUTS Using dynamic layouts, you can change the default layouts for the Create and Edit pages (including subtabs) to display different fields based on user role, object type, record status or stage, or other advanced criteria. These customized page layouts allow you to tailor the Simplified UI and offer Sales Reps and Sales Managers the right information at each stage of the business process. STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS Dynamic layouts are available for these objects in Release 8: - Opportunity - Sales Lead - Territory Forecast - Forecast Item - Notes - Contact - Account - Household Dynamic layouts are available only for Simplified pages. KEY RESOURCES For a demonstration of this enhancement, see the Extensibility Release Training. 123

124 For more information about Dynamic Layouts, review these topics in Application Composer: Extending Simplified Pages section in the Extending Sales guide. - Dynamic Page Layouts: Explained - Page Layouts per Record Type: Explained - Page Layouts per Role: Explained - Page Layouts per Advanced Expression: Explained CONFIGURING SUBTABS Subtabs give your Sales Reps and Sales Managers additional information about a record, like the leads related to an account. You can now create custom subtabs in the Simplified UI to meet your company s specific needs. For instance, you may create a custom subtab to show a map to an account location. You can use subtabs to show: Child and related objects Common components, such as notes, tasks, interactions or appointments Data from external systems External web content Sales representatives and sales managers can also control their subtabs. For instance, they can hide or show subtabs, reorder subtabs, and rename subtabs. 124

125 STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS You cannot edit or extend subtabs for pages and objects that are not extensible. You can only hide or reorder subtabs for non-extensible pages and objects in Application Composer. For the list of pages and objects that are extensible, see the Chapter 6, Application Composer: Extending Simplified Pages in the Extending Sales guide. There are a limited number of custom subtab icons available in the repository for simplified pages. The subtab image icons can be selected only during the subtab creation and cannot be modified afterwards. You can display transactional data from external systems in Context Link subtabs. These subtabs display read-only data. You can display external web content in Web Content subtabs. Sales Reps and Sales Managers can use the Show/Hide toggle link to show or hide individual subtabs or regions within subtabs. Sales Reps and Sales Managers can reorder subtabs. However, the Summary tab always appears at the top and cannot be reordered. Sales Reps and Sales Managers can edit the subtab label using the Rename Subtab function, accessible from the right mouse button menu. This is a label change only. You could configure subtabs for the Desktop UI in Release 7. With Release 8 you can configure subtabs in the Simplified UI as well. KEY RESOURCES For a demonstration of this enhancement, see the Extensibility Release Training. For more information on how to create and reorder subtabs, refer to the Application Composer: Extending Simplified Pages, Creating and Reordering Subtabs in Simplified Details Pages: Worked Example section in the Extending Sales guide. 125

126 ACTIONS MENU CONFIGURATION You can now customize the Actions menu in the Simplified UI to offer your Sales Reps and Sales Mangers additional functionality where they need it. For instance, you can offer a View Map option to show the account location from the opportunity record. STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS You can create, edit, show, hide, and reorder custom actions. You can show, hide, and reorder standard actions. You could configure the Actions menu for the Desktop UI in Release 7. With Release 8 you can configure the Actions menu in the Simplified UI as well. KEY RESOURCES For a demonstration of this enhancement, see the Extensibility Release Training. 126

127 CONFIGURING ACTION BUTTONS You can add custom action buttons in the Simplified UI that allow Sales Reps and Sales Managers to see and use important functionality without having to open the Actions menu. For instance, you can add a View Map button to the Opportunity Summary. STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS You can create, edit, show, hide, and reorder custom action buttons. You can show, hide, and reorder standard action buttons. You can add custom action buttons to Overview pages, Edit pages, Create pages, and subtabs. Be careful not to add too many custom action buttons because they can affect the rendering of the page title. Validate the page rendering when adding more than one custom action button. You could configure Action buttons for the Desktop UI in Release 7. With Release 8 you can configure Action buttons in the Simplified UI as well. KEY RESOURCES For a demonstration of this enhancement, see the Extensibility Release Training. 127

128 CONFIGURING LINKS You can now add custom links to forms and tables in the Simplified UI. For instance, you can offer a link to a location map directly on the Edit Opportunity page. STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS You can create, edit, show, hide, and reorder custom links. You can show, hide, and reorder standard links. You could configure links for the Desktop UI in Release 7. With Release 8 you can configure links in the Simplified UI as well. KEY RESOURCES For a demonstration of this enhancement, see the Extensibility Release Training. For more information on how to create and add custom links to simplified pages, refer to the Application Composer: Extending Simplified Pages, Creating and Adding Custom Action Links to Simplified Pages: Worked Example section in the Extending Sales guide. 128

129 ENABLING DRILL-DOWN LINKS You can now enable drill downs that allow Sales Reps and Sales Manager to link from one record to another record in a related object. For example, you can add a link on the Opportunity Edit page that goes directly to the associated account. The option to enable drill downs for custom dynamic choice lists is new in Release 8. STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS You can enable drill downs on list pages, edit pages, and subtabs for extensible standard objects. Drill downs are not available for custom objects, notes pages, task pages, or interactions pages. When you enable drill downs on an edit page, the field initially is a regular choice list. However, once the user selects the field value, the field becomes a drill down link, with an option to clear the value and select another value. 129

130 KEY RESOURCES For a demonstration of this enhancement, see the Extensibility Release Training. For more information about Drill Downs, review these topics in the Application Composer: Extending Simplified Pages section in the Extending Sales guide. - Adding Drill Down Fields to a Subtab: Example - Enabling or Disabling Drill Down Fields in Simplified Pages: Explained - Making Custom Dynamic Choice List Fields Drillable: Worked Example USER INTERFACE TEXT CUSTOMIZATION You can now use a search and replace function to change text that appears throughout the Oracle Sales Cloud application. For example, you may want to add translated text for localization, or change terminology (like worker to employee or expenditure to cost) throughout the application. Instead of editing each page, you can edit all of the pages at once. You can also fine tune your search-and-replace parameter on a string-by-string basis, as you preview the changes. Also called Strings Editor, this customization method allows you to change: Object labels (Standard and Custom) Object Attribute Labels (Standard and Custom) Search labels Action Button labels Table Header labels Page Section labels Menu Items Error Messages Information Messages Information Message button labels Tab labels Multi-part Message Components 130

131 STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS You can only customize user interface text or messages within a sandbox. Any changes to user interface text won't be available to users until the sandbox is published. However, the changes to messages are effective immediately in the production instance and cannot be reverted even when the non-published sandbox is deactivated. We recommend that you use separate sandboxes for user interface text and messages customization. Any changes that you make in Application Composer, Page Composer, or within tasks in Setup and Maintenance will override any user interface text customizations made using this method. New strings are stored in an override bundle in MDS. You can edit strings in a sandbox and migrate them using Customization Migration. 131

132 Locale-specific replacement strings are stored in the MDS override bundle for that locale. Return to Release Feature Summary CUSTOMER DATA MANAGEMENT AUTOMERGE ADMINISTRATION Automerge helps you maintain the quality of your account and contact data. Using survivorship rules, you define how Oracle Sales Cloud should merge records coming from multiple sources. You have three sample survivorship rules that you can use to set attribute values in Release 8. You can use those rules or you can view, edit, or delete them. You must activate these rules before you can use them: History Wins The organization (account) record with the oldest timestamp becomes the surviving record. Highest Source Confidence Level Wins At the organization attribute level, the data that has a DUNS number with the highest source confidence level wins. Recent Wins The person (contact) record with the most recent timestamp becomes the surviving record. 132

133 You can also create an unlimited number of custom survivorship rules. STEPS TO ENABLE Before you begin creating Survivorship Rules, you must set these three profile options: ZCH_ENABLE_SURVIVORSHIP This profile option enables or disables survivorship during update and merge operations. ZCH_AUTOMERGE_THRESHOLD Duplicate records with matching scores above the threshold number will merge automatically. The default value is 100. ZCH_USER_MERGE_REQUESTS This profile option sets the approval process for automerge. The default value is Allow Processing without Approval. Follow these steps to enable or disable survivorship during update and merge operations (ZCH_ENABLE_SURVIVORSHIP): 1. Go to Navigator > Setup and Maintenance. 2. Click the All Tasks tab. 3. Search for the Manage Customer Hub Profile Options task and, in that task row, click Go to Task. 4. Click the link to access the ZCH_ENABLE_SURVIVORSHIP profile option. 5. In the Profile Values section, select the appropriate profile value in the Site row: - Yes - No 6. Click Save and Close. Follow these steps to set the automerge threshold (ZCH_ AUTOMERGE_THRESHOLD): 1. From the Manage Customer Hub Profile Options click the link to access the ZCH_ AUTOMERGE_THRESHOLD profile option. 2. In the Profile Values section, enter the appropriate profile value in the Site row. The default value is 100. Note: Merge requests with scores lower than the set threshold will require Data Steward review. 3. Click Save and Close. 133

134 Follow these steps to set the approval process for automerge (ZCH_ USER_MERGE_REQUESTS): 1. From the Manage Customer Hub Profile Options click the link to access the ZCH_ USER_MERGE_REQUESTS profile option. 2. In the Profile Values section, select the appropriate profile value in the Site row: - Allow Processing without Approval - Process Subject to Approval 3. Click Save and Close. TIPS AND CONSIDERATIONS Each survivorship rule applies to only one object. Standard survivorship rules are for setting attribute values, not for selecting master records. These sample rules are not activated by default. You must activate them to use them. For each object, you define two types of survivorship rules: - Master rules represent the overarching rule set that define the criteria for selecting the master record, when a set of duplicates exist. - Attribute rules define exceptions to the master rule for given attributes and the criteria for selecting the best field values from multiple input records during merge and update operations. You can use source system confidence to define your survivorship rules. Source system confidence uses a Source Confidence score (between 0-100) to prioritize each source system by object attribute. Survivorship rules are applicable during merge operations in Release 8. Survivorship for data created through File Import or Web services will be supported in a future release. Survivorship for child entities will be supported in a future release. KEY RESOURCES For a demonstration of these enhancements, see the Customer Data Management Release Training. Return to Release Feature Summary 134

135 ACCOUNT AND CONTACT ENRICHMENT Now you can use current business information from Oracle Social Data and Insight Cloud Service to: Add key business information, including a D-U-N-S Number, industry classifications, number of employees, annual revenue, and so on to your existing accounts. Improve the quality of the existing contact data with accurate, current phone numbers, addresses, job titles, and company information. Import new companies as accounts and import new contacts into existing accounts. Maintain current information for your accounts and contacts on an ongoing basis. For demonstrations of the following enhancements, see the Account and Contact Enrichment Release Training. ENRICH ACCOUNTS AND CONTACTS You can now export existing accounts and contacts, enrich the data with the Social Data and Insight Service, and then import the enriched data back into Oracle Sales Cloud. To make that process simple, you have two new export objects Organization for Data Cloud Enrichment and Person for Data Cloud Enrichment. You can also narrow down the set of records, using the standard view filter criteria within the export framework. Once the data is enriched, you can import the enriched accounts and contacts into Sales Cloud. Enrichmentspecific templates for Accounts and Contacts help you map attributes during the enrichment process and import the enriched accounts into Sales Cloud. 135

136 Sales Reps and Sales Managers can also see when Accounts and Contacts were last enriched, so they will know they have the most up-to-date information. IMPORT NEW ACCOUNTS AND CONTACTS You can also import new accounts and contacts from Oracle Social Data and Insight Service to Oracle Sales Cloud. Oracle Social Data and Insight Service allows you to search for companies using criteria like Industry, Location, Revenue, and Number of employees. You can also find contacts to whom you sell directly using criteria like Job Title, Location, and Company. Once you have your list of new companies or contacts, you can import them into Oracle Sales Cloud using the pre-defined import templates and mappings. Oracle Sales Cloud will help you prevent duplicates by checking to see if the accounts and contacts you re importing were previously imported from Oracle Social Data and Insight service. STEPS TO ENABLE There are no steps necessary to enable these enhancements. TIPS AND CONSIDERATIONS In order to import new contacts, the accounts associated with those contacts must be imported first. To enrich custom attributes, edit the seeded import templates to add the new custom attribute mappings. Oracle Social Data and Insight Service is a separately licensed application. KEY RESOURCES For a demonstration of these enhancements, see the Batch Account and Contact Enrichment Release Training. For more information about these enhancements, refer to the Enriching Sales Cloud Data Using Oracle Social Data and Insight Cloud Service section in the Implementing Customer Data Management Guide. Return to Release Feature Summary 136

137 OUTBOUND REAL-TIME INTEGRATION Outbound real-time integration helps you integrate external applications with Oracle Sales Cloud for customer data synchronization. Using Object Workflow in Application Composer, you can track changes to Account, Contact, and Household objects, including changes to child objects. When you make multiple changes in one transaction within an object hierarchy, Oracle Sales Cloud now triggers only one workflow event. STEPS TO ENABLE There are two profile options that need to be set for this feature to work. To enable composite event tracking, follow these steps: 1. Go to Navigator > Setup and Maintenance. 2. Search for the Manage Trading Community Common Profile Options task and, in that task row, click Go to Task. 3. Click HZ_ENABLE_EVENT_TRACKING, and make sure the profile value is set to Yes. To enable rollup of the child entity changes to the root object during event tracking, follow these steps: 1. Go to Navigator > Setup and Maintenance. 2. Search for the Manage Trading Community Common Profile Options task and, in that task row, click Go to Task. 3. Click HZ_INVOKE_OBJ_WF_ON_TRACKING, and make sure the profile value is set to Yes. 137

138 In addition, you must setup object workflows to get notifications about data changes. For more information about workflows, go to the Application Composer: Creating Object Workflows chapter of the Extending Sales guide. TIPS AND CONSIDERATIONS Outbound Real-Time Integration was possible in Release 7, but only at the parent level. With Release 8 you get more information since child objects are included. KEY RESOURCES For more information about workflows, go to the Application Composer: Creating Object Workflows chapter of the Extending Sales guide. CUSTOMER DATA IMPORT ENHANCEMENTS With Release 8, you can use import to keep your customer data clean and accurate. For example, you can: Delete accounts, contacts, and households, including their child objects like relationships, contact points, and classifications through import. Import multiple Source Systems. Import business contacts as well as contacts to whom you sell directly within the Contact object. Import additional address information for the Account object, with the new object entities, AddressContactPreference and AddressPurpose Determine contact-point duplicates based on business key matching. In addition, you now can use File Based Data Import to do things that were previously only available for Data Import. For instance, end-dating an attribute and changing primary is now possible using File Based Data Import in Release 8. For more information about these enhancements, see the File Based Data Import Release Training. 138

139 STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS Any time you delete records, you have to be careful what you re deleting, because it could be linked. Deleting records through import is best for pre-go live and testing. KEY RESOURCES For a demonstration of this enhancement, see the File Based Data Import Enhancements Release Training. Oracle Sales Cloud Understanding File-Based Data Import Guide (My Oracle Support Doc ID ) Access more resources on Oracle Enterprise Repository (OER). Choose File-Based Data Import from the Type picklist, and click Search. Return to Release Feature Summary FILE BASED DATA IMPORT File-based data import enables you to import data from external sources into Oracle Sales Cloud, using CSV or XML files. For demonstrations of the following enhancements, see the File Based Data Import Release Training. PREDEFINED IMPORT MAPPINGS You can now download template files with predefined mappings directly from the Manage Import Mappings page. You can then add your data directly to the template and import it into Oracle Sales Cloud using the mapping definitions provided for the template. This enhancement can save you time when you import data for the first time. STEPS TO ENABLE There are no steps necessary to enable this enhancement. However, you may now choose to download and use the predefined import mappings and templates to import data. To download the templates: 1. Go to Navigator > Setup and Maintenance. 2. Click the All Tasks tab. 3. Search for the Manage File Import Mappings task and, in that task row, click Go to Task. 4. Select the object that you want to import and click Search. 139

140 5. Click the name of the appropriate mapping to open the Edit Import Mapping page. 6. Click the Download Template button. 140

141 When you import your data, you will be able to select the related import mapping in the first step of the Create Import Activity import wizard. TIPS AND CONSIDERATIONS You cannot edit a seeded mapping. However, you can copy a seeded mapping, make updates and resave the mapping. If you use a predefined mapping and a predefined template for your import, there is no guarantee that your import will run with no errors. Issues with your data may cause import errors. Use the Copy Mapping feature to copy and modify complex mappings wherever possible, so there is less manual work. Quick Create mappings and templates offer an import for a small field set, including any fields required to create records. Quick create is a good place to start, so you don t overcomplicate your initial import. You can then build on that initial import. KEY RESOURCES For a demonstration of this enhancement, see the File Based Data Import Enhancements Release Training. Oracle Sales Cloud Understanding File-Based Data Import Guide (My Oracle Support Doc ID ) Access more resources on Oracle Enterprise Repository (OER). Choose File-Based Data Import from the Type picklist, and click Search. 141

142 USABILITY ENHANCEMENTS Improvements to usability make importing data easier, for instance: During an import, fields appear dynamically, displaying only the fields that apply to the object that you are importing. The file selector for attachments now uses a standard file selection field that renders faster and is easier to use. The Object field on the Create Import Activities step of the import wizard now supports translation. This means that you will now see the object name in that field translated to your selected language. The status values reported while you are importing data have been updated to more clearly indicate the status of the import. When viewing the Import Activity Status page, you can click a new button to refresh the process log file. STEPS TO ENABLE There are no steps necessary to enable this enhancement. KEY RESOURCES For a demonstration of this enhancement, see the File Based Data Import Enhancements Release Training. Understanding File-Based Data Import Guide File Base Data Import resources in Oracle Enterprise Repository (OER) IMPROVED ERROR HANDLING Error logs contain fewer cascading error messages; that is, errors that are triggered because of another issue in the input file. This enhancement reduces the number of errors in the file, making it easier for you to identify the core issue. Additionally, many error messages now display the column name used in the input file, which helps you identify the data causing the error. Error messages that are common to multiple objects have also been standardized, which should make it easier for you to understand what is being reported. 142

143 STEPS TO ENABLE There are no steps necessary to enable these enhancements. KEY RESOURCES For a demonstration of this enhancement, see the File Based Data Import Enhancements Release Training. Understanding File-Based Data Import Guide File Base Data Import resources in Oracle Enterprise Repository (OER) IMPROVED LOGGING The process log file allows you to track the progress of an import activity. Now the process log has been enhanced so you can do the following: Click a Refresh icon to refresh the process log without reloading the page. Export the contents of the process log for external review. Filter the messages in the process log. The filter is based on the message type. Get more specific information about the progress of the activity. STEPS TO ENABLE There are no steps necessary to enable this enhancement. 143

144 TIPS AND CONSIDERATIONS Data import is not a trivial process, you must understand the data model, field types, and valid values for the input file. When errors do occur, it is critical that you are able to quickly determine the reason for the failure and the appropriate fix. The error message and log enhancements should help you get a clearer description of errors to help you identify the root cause and what needs to be fixed to allow the import operation to progress. When reporting issues to Oracle technical support, we recommend that you export and attach the process log to the service request to provide support staff with critical debug information in a more timely fashion. KEY RESOURCES For a demonstration of this enhancement, see the File Based Data Import Enhancements Release Training. Oracle Sales Cloud Understanding File-Based Data Import Guide (My Oracle Support Doc ID ) Access more resources on Oracle Enterprise Repository (OER). Choose File-Based Data Import from the Type picklist, and click Search. KNOWN ISSUES There are known issues for File Based Import. See the Known Issues and Changed Behavior section of this document for information. Return to Release Feature Summary SETUP AND MAINTENANCE With Release 8, you have more options for setting up and maintaining the Oracle Sales Cloud application. MIGRATE CUSTOMIZATIONS The customization migration feature allows you to migrate most customizations made using Application Composer and Page Composer from your test (source) instance to your production (target) instance. In Release 8, we increased the scope of what you can migrate to include templates created in Application Composer, security changes made in the Application Composer, as well as all Business Intelligence reports, analysis and dashboards. In addition, you can now use the customization migration feature to migrate customizations across instances which are on different patch levels of the same release. 144

145 Note: Extensions Manager is no longer available in Release 8. You can continue to use the customization migration feature to move configurations and extensions from your test or stage instance to production instance. Customization Migration migrates the exact same set of customization types as Extensions Manager. There will be no loss in functionality with replacing Customization Migration for all migration needs. For demonstrations of the following enhancements, see the Customization Migration Release Training. TEMPLATES SUPPORT You can migrate all templates and associated attachments from your source to your target instance using the customization migration feature. STEPS TO ENABLE There are no steps necessary to enable this enhancement. When you use customization migration to create a customization set, your set will automatically include the templates that you created in Application Composer. TIPS AND CONSIDERATIONS The templates and associated attachments are migrated from a source (test) to a target (production) instance and any added or changed templates made in the target environment are overwritten. 145

146 KEY RESOURCES For a demonstration of this enhancement, see the Customization Migration Enhancements Release Training. SECURITY CHANGES SUPPORT You can now use the customization migration feature to migrate all security changes made within Application Composer, including privileges granted for custom objects. STEPS TO ENABLE There are no steps necessary to enable this enhancement. When you use customization migration to create a customization set, your set will automatically include the appropriate security settings that you created in Application Composer. TIPS AND CONSIDERATIONS Only security changes made using Application Composer will be migrated. Any job roles, duty roles, duty role hierarchy changes, and privileges added using Application Policy Manager (APM) will not be migrated. You will have to manually make those changes to your target (production) environment. Privileges revoked directly in target (production) instance will not be removed by a customization set migration. Therefore, we recommend that privileges to access custom objects are only granted or revoked in the source (test) instance, and then migrated to the target (production) instance. KEY RESOURCES For a demonstration of this enhancement, see the Customization Migration Enhancements Release Training. 146

147 BUSINESS INTELLIGENCE MIGRATION You can migrate all Oracle Business Intelligence reports, dashboards, and custom subject areas from your source to your target instance using the customization migration feature. STEPS TO ENABLE There are no steps necessary to enable this enhancement. When you use customization migration to create a customization set, your set will automatically include your reports, dashboards, and custom subject areas. TIPS AND CONSIDERATIONS All Business Intelligence reports, dashboards and analysis will be migrated from your source instance (test) to your target instance (production) and any corresponding reports will be overwritten on the target instance. If there are reports and analyses that were created in the target instance only, those reports will NOT be removed. However, any custom subject areas created manually in the target instance will be deleted and could potentially lead to errors. We recommend that custom subject areas are only created in the source (test) instance, and then migrated to the target (production) instance. KEY RESOURCES For more information migrating customizations, refer to the Exporting and Importing Customizations section in the Extending Sales guide. For a demonstration of this enhancement, see the Customization Migration Enhancements Release Training. PATCH VERSION COMPATIBILITY The customization migration feature now allows you to migrate customizations from a source instance to a target instant that are on the same release, even if they are at different patch levels. 147

148 STEPS TO ENABLE There are no steps necessary to enable this enhancement. TIPS AND CONSIDERATIONS If any data model changes are added by an Oracle Sales Cloud patch, it is possible that you may not be able to migrate customizations between instances on different patch levels. You would receive an error when you tried to import your customization set to the target (production) instance. In those rare scenarios, you will need to wait until both test and production are patched to the same patch level and then to proceed with using the customization migration feature to migrate your customizations. KEY RESOURCES Functional Readme for Oracle Sales Cloud Release Update Bundle Documentation for the appropriate patches (My Oracle Support ID ). Return to Release Feature Summary MASTER GEOGRAPHIES LOAD You can load master geography data within the Manage Geographies task with one click. The Import Nokia Data option allows you to quickly load country structure and hierarchy data. You don t have to source 3 rd party data. In Release 8, Nokia data is available for these countries: United States Austria Hungary Russia Canada Belgium Iceland Romania Denmark Mexico Bulgaria Czech Republic Spain Switzerland Finland Turkey France Norway Germany Poland Greece Portugal Ireland Italy Sweden 148

149 Additional countries will be added in later releases. STEPS TO ENABLE The option to import Nokia Data is available immediately with Release 8; however, this option will not be available if your geography data is already setup for a specific country. We recommend that you only import Nokia data for a new setup or setup of a new country. Existing Geography data may be used for territory geographies and address validations, changing those geographies can cause problems in those areas. Follow these steps to Import Nokia Data: 1. Go to Navigator > Setup and Maintenance. 2. Click the All Tasks tab. 3. Search for the Manage Geographies task, and in that task row, click Go to Task. 4. Search for and select a country. Note: You must import data for each country separately. 5. Click Actions > Import Nokia Data Note: The Import Nokia Data option will not be available if the country structures are already setup. 6. Click OK to acknowledge the warning. a. After the import process runs to completion. The country structure and hierarchy will be populated. TIPS AND CONSIDERATIONS Data load is an asynchronous process. So, you do not have to stay on that screen, you can complete other tasks on your desktop while the process is running. You can load multiple countries, one after the other. Each country will import in a queue, based on the order you started each process. Although you should not import Nokia data for geographies that are referenced as part of territory definitions or address validations, we do recognize that you may do the initial geography load, check it, 149

150 and redo it. In that case, you must delete any existing structure and hierarchy data for the selected country before you import Nokia data again. - Do not delete geographies that are already referenced in territories or address validation, as these are building blocks, and deletion can cause problems. The Import Nokia Data option will be disabled if country structure and hierarchy is already populated. Once you submit the import process, do not attempt to update that geography through import or manually until the process is complete. When errors occur, the process will abort and any data already loaded will be rolled back. You will never get a partial data import. Although failure is rare, the Import Nokia Data process may fail if server issues occur or changes are made during the import process. As per Oracle policy, this software and documentation may provide access to or information on content and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services. KEY RESOURCES For a demonstration of these enhancements, see the Master Geographies Load Release Training. For more information about loading geographies, see the Getting Started with Oracle Sales Cloud guide. Return to Release Feature Summary 150

151 DIAGNOSTIC TOOLS FOR ASSIGNMENT MANAGER Getting accounts, opportunities, and leads assigned to the right Sales Reps is critical for every sales team. New diagnostic tools will help you monitor and troubleshoot assignments, so you can get the right Sales Reps assigned. With Release 8, you can: Troubleshoot unexpected territory or resource assignment results. Monitor the day s high-volume batch assignment processes and track the progress, performance, and failure rates. Identify the transactions that failed for a batch assignment process and see the cause of the failure. Optimize territory assignments. STEPS TO ENABLE There are no steps necessary to enable this enhancement. To begin using the diagnostic tools for assignment manager, refer to the Run Sales Assignment Reports section of the Sales Implementation Guide or the Running Assignment Manager Reports section of the Marketing Implementation Guide. TIPS AND CONSIDERATIONS The diagnostic tools for Assignment Manager are available for batch assignment processes only. KEY RESOURCES For a demonstration of these enhancements, see the Setup and Administration Release Training. For usage instructions, refer to the Run Sales Assignment Reports section of the Using Sales guide or the Chapter Assignment Manager, Running Assignment Manager Reports section of the Marketing Implementation Guide. To learn more about assignment manager, view the Assignment Manager Introduction Series (My Oracle Support Doc ID ) Return to Release Feature Summary 151

152 TERRITORY MANAGEMENT SETUP Getting your territories set up is now easier, with an improved user interface and import options. For demonstrations of the following enhancements, see the Territory Management Setup Release Training. IMPROVEMENTS TO SETUP UI Enabling your territory dimensions and metrics is now simpler. These changes to the Enable Territories and Metrics page help you get your job done faster: You can now select classification categories when you are enabling classification-based dimensions, such as the auxiliary (1-3) and industry dimensions. You no longer need to go to additional setup tasks. The following administration tasks are removed from Setup and Maintenance as the underlying functionality is retired from the application: - Define Name for Other Dimension Member - Define Name for Unspecified Dimension Member - Define Classification Category for Industry Dimension - Define Classification Category for Auxiliary Dimension 1 - Define Classification Category for Auxiliary Dimension 2 - Define Classification Category for Auxiliary Dimension 3 - Identify Visible Members - Run Territory Visibility Environment Synchronization You now see only the enabled dimensions and metrics on the page. Enabling more dimensions or metrics is as simple as adding to the list. You can see the synchronization status broken down by the load process status and the activation status. 152

153 You no longer need to create a stage environment before making changes on the Enable Dimensions and Metrics page. In fact, the environment selector has been removed. You can refresh the status of the Load and Activate actions by choosing Refresh Status from the Action menu. STEPS TO ENABLE There are no steps to enable this enhancement. 153

154 TIPS AND CONSIDERATIONS The actions available from the Enable Dimensions and Metrics page have changed. Outlined below, all of the new actions are available from the Actions menu. Actions Available in Release 7 Actions Available in Release 8 Stage and Promote Stage Only Promote Stage Delete Stage Environment Load and Activate Load Activate Reset to Active There is no longer a stage and production environment concept visible on the Enable Dimensions and Metrics page. To view dimension members in Release 8, select View Members from the Actions menu. 154

155 When viewing members, active members represent the members in the production environment and loaded members represent those in the stage environment. Parameters for the industry, product, and geography dimensions are no longer supported. However, the Metrics Start Point parameter is still supported for the time dimension and is visible in the Metrics region of the Enable Dimensions and Metrics page. KEY RESOURCES For a demonstration of these enhancements, see the Territory Management Setup Release Training. 155

156 FILE-BASED DATA IMPORT FOR TERRITORY GEOGRAPHIES You no longer have to setup your territory geographies manually. You can import your full territory geography hierarchy or part of the hierarchy. This import option also allows you to define your territory geographies offline and then import those definitions to any or all of your environments. STEPS TO ENABLE The ability to import territory geographies is immediately available in Release 8. Before you begin your first import, follow these steps to create the import mappings for the Territory Geographies object: 1. Go to Navigator > Setup and Maintenance. 2. Click the All Tasks tab. 3. Search for the Manage File Import Mappings task, and in that task row, click Go to Task. 4. Click Actions > Create. 5. Enter a name for your import mapping, such as Territory Geographies Mapping. 6. Select Territory Geographies in the Object field. 7. Enter information in the Description field for your reference. 8. Click Save and Close. 9. Click the link in the Name field to select the import mapping that you created. 156

157 10. For each column in your import file, create a mapping to an attribute for the ImpGeoTerritory object. The following attributes are available for the ImpGeoTerritory object: Attribute GeographyOrZoneName GeographyOrZoneType * ZoneCode SourceId ParentSourceId Meaning Territory geography name. Examples: United States, EMEA Territory geography type. Examples: State, Regional_Zone Zone Code. Example: GLB Temporary Id used only for the purpose of defining the hierarchy. Example: 100. Temporary Parent Id use only for the purpose of defining the hierarchy. For example: 10. CountryName GeoParentName1 GeoParentName2 GeoParentName3 GeoParentName4 GeoParentName5 IncludeChildGeographyType1 Country Code for the master geographies only. For example: United States For master geographies The first level full-path-member. For example: United States For master geographies The second level full-path-member. For example: California For master geographies The third level full-path-member. For example: San Mateo For master geographies The fourth level full-path-member. For example: Belmont For master geographies The fifth level full-path-member. For example: Type of master geography descendents (any level) to be included automatically in the creation of the territory geography hierarchy. For example: State 157

158 Attribute IncludeChildGeographyType2 IncludeChildGeographyType3 IncludeChildGeographyType4 IncludeChildGeographyType5 Meaning Type of master geography descendents (any level) to be included automatically in the creation of the territory geography hierarchy. Type of master geography descendents (any level) to be included automatically in the creation of the territory geography hierarchy. Type of master geography descendents (any level) to be included automatically in the creation of the territory geography hierarchy. Type of master geography descendents (any level) to be included automatically in the creation of the territory geography hierarchy. Once you complete your import mappings, you can begin importing your territory geographies. To begin, go to the Manage File Import Activities task: 1. Go to Navigator > Setup and Maintenance. 2. Click the All Tasks tab. 3. Search for the Manage File Import Activities task, and in that task row, click Go to Task. 4. Click Actions > Create. For more information about import, see the File Base Data Import section of this document. TIPS AND CONSIDERATIONS The file import mappings for the territory geographies object are not seeded. For the first import, you will have to do the mappings manually in the Manage File Import Mappings task. You can then save the import mapping for future imports. There are no unique identifiers for territory geographies, so you must provide all hierarchy levels in your import file, from the top level of the hierarchy to the level of any new or changing geographies. When importing territory geography zones, you have to provide territory geography type (Attribute: GeographyOrZoneType), which can be Zone. The zone type that you enter must be present in the target environment. KEY RESOURCES For a demonstration of these enhancements, see the Territory Management Setup Release Training. Oracle Sales Cloud Understanding File-Based Data Import Guide (My Oracle Support Doc ID ) RESOURCE MANAGEMENT CHANGES Often in organizations, a sales user moves from one organization to another (for example, changing to a different manager). Prior to Release 8, this scenario resulted in transactions that were associated with the sales user, such as leads and opportunities, continuing to be visible through their previous resource organization and reporting hierarchy. This was not the ideal behavior. 158

159 We improved the way that we deal with this situation. Access is now given by dynamically looking up the current resource organization that a resource belongs to. For that enhancement, we removed the capability of a single resource belonging to several different organizations at the same time. We now rely on the current resource hierarchy only and do not stamp transactions with a resource s organization. In addition, Release 8 requires that each resource be assigned a Resource Role, regardless of how or where they are added to Oracle Sales Cloud. Validation rules enforce this behavior. As a result of this enhancement, upgrading includes this behavior: The upgrade process preserves a resource s membership in only the active resource organization where the resource has a resource role. If the resource has membership in several active organizations, then the association with the primary resource organization is preserved. Membership in other resource organizations is removed. If a resource was not associated with a resource role in a resource organization in Release 7, the upgrade process assigns the Sales Representative Resource Role to that resource in the resource organization, with a start date corresponding to the Sysdate. If Sales Rep does not exist, it is assigned another existing nonmanager role. STEPS TO ENABLE To refresh the reporting hierarchy after your upgrade so that it reflects any resource membership changes, a process needs to run. If you upgraded to Release 8, patch bundle 6, then you need to manually trigger this process to regenerate your reporting hierarchy. If you do not, you may experience an error message when performing such tasks as updating your territory proposals. NOTE: If you upgraded with patch bundle 7 or later, no steps are necessary since the process was automated beginning with patch bundle 7. Follow the steps below to regenerate your reporting hierarchy: 1. Go to Navigator > Resource Directory. 2. From the task list on the left, click View Organization Hierarchies. 3. Make sure that Status = Active, and click Search. 4. Drill down on a hierarchy from the Search Results list. 5. From the Action drop-down list, select Edit This Hierarchy Version. 6. Click Save and Close. This action triggers the process to regenerate the hierarchy. TIPS AND CONSIDERATIONS Multiple organization memberships for a resource can still exist when a resource moves from one organization to another, but they cannot have overlapping dates in Release

160 Return to Release Feature Summary PRE-UPGRADE CONSIDERATIONS To ensure a successful upgrade, perform the following pre-upgrade tasks: Publish sandboxes Preserve customized reports PUBLISH SANDBOXES Oracle requires all sandboxes to be in a Published state before the upgrade. Therefore, you must either publish your sandboxes or delete them, if you don t want them. PRESERVE CUSTOMIZED REPORTS During the upgrade, any reports that you have changed may get overwritten, if they are not saved in the right folder. To preserve your customized reports: Move all your customized reports to one of these folders: o Custom folder under Shared Folders if you want the report to be available to others. o My Folders if you are not sharing the report. 160

161 Note: The Oracle Sales Cloud user roles allow users to save reports in the My Folders or Custom shared folder, only. However, if you have added the BI Admin privilege to a user role, users with that role will be able to save reports in any of the Shared folders, not just the Custom folder. This is not a good practice, however. We recommend that you save custom reports in the My Folders or the Custom shared folder, only. This will ensure that all your custom reports are always retained during an upgrade. Important: The changes to reports in other folders will be overwritten. OPTIONAL: It can also be a good idea to archive your reports on your local machine to back them up. Then, you may be able to upload (unarchive) your reports in the upgraded environment, if needed. KEY RESOURCES 161

162 For more information on preparing and deploying your upgrade to Release 8, review Oracle Sales Cloud: Performing Your Upgrade (My Oracle Support Doc ID ). For instructions on how to archive the reports, review Oracle Sales Cloud: Archiving Custom Reports Before An Upgrade (My Oracle Support Doc ID ). 162

163 POST-UPGRADE CONSIDERATIONS If you have bookmarked pages in Oracle Sales Cloud for Release 7, those URLs might not direct you to the correct pages in Release 8 since the bookmarked URLs might contain parameters specific to Release 7. Therefore, go directly to the home page for your Oracle Sales Cloud application and drill down to the pages you want to bookmark and then bookmark them again for Release 8. KNOWN ISSUES AND CHANGED BEHAVIOR GENERATE IMPORT AND EXPORT ARTIFACTS AFTER UPGRADE Import and Export artifacts that were generated for your custom extensions are not preserved following an upgrade or a patch (for example, PB2 to PB3). These extension artifacts need to be regenerated using the Generate Import and Export Artifacts user interface in Application Composer following the upgrade or patching. For instructions, refer to the Oracle Sales Cloud: Performing Your Upgrade (My Oracle Support Doc ID ). COLUMN SELECTION AND LAYOUT IN PERSONAL SAVED SEARCH RESULTS LOST FOR OPPORTUNITY When you save a personal search with "Save Results Layout" selected, the column selection and the layout in the search results table will be lost post upgrade. However, the search criteria will not be lost. For more information, refer to the Oracle Applications Cloud Known Issues. MY KEY CONTACTS WIDGET REMOVED FROM SALES DASHBOARD My Key Contacts widget is removed from the Sales dashboard Home page and is no longer available to add to the dashboard pages. For more information, refer to the Oracle Applications Cloud Known Issues. CHANGES IN ADMIN-CREATED SAVED SEARCHES You can now only edit existing saved searches at site-level from Application Composer. Use Page Composer instead to create new saved searches. Simply navigate to the search page where you want to create or edit your saved searches and access Page Composer using the Administration menu. For more information, see the Saved Searches for Oracle Sales Cloud Objects: Explained topic in Application Help. Note: Menu contents for Administration are moved under the user name drop down list. Return to Release Feature Summary 163

164 REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top. Date What s Changed Notes July 25, 2014 Setup and Maintenance Added Resource Management Changes section July 25, 2014 Opportunity Management Added Tips and Considerations to the Automatic Assignment section July 25, 2014 Master Geographies Load Updated the available countries for Nokia data. June 27, 2014 Oracle Sales Cloud for Outlook Added Tips and Considerations to the Outlook Configuration in Application Composer section Updated the steps to enable in the Contact and Household Management section June 27, 2014 Post-Upgrade Considerations Added the information about saved search changes June 27, 2014 Sales Analytics Added Pre-Built Reports for Activities topic. Added Custom Reports for Activities topic. June 27, 2014 Contact Management Updated the outline of terminology changes in the Contact Management introduction section. Updated the Desktop UI Enhancements section. June 27, 2014 Territory Management Setup Updated Improvements to Setup UI section. June 27, 2014 Sales Forecasting Updated Desktop UI Enhancements section. May 9, 2014 Household Management Updated the information in the Steps to Enable section. April 25, 2014 April 25, 2014 April 25, 2014 April 25, 2014 April 25, 2014 General Enhancements Oracle Sales Cloud Mobile Integration with Oracle Social Network Oracle Sales Cloud for Outlook CTI Integration for Desktop UI Added topics for Updated Global Header Getting Started in Simplified UI Removed "contact" from the reference as the "View Conversation" action is not available for Contacts in Release 8. Updated the types of information that you can include on the synchronization report in the Improved Synchronization section. Add the information that you can designate a contact as a customer or a prospect in the Contact and Household Management section. Added key resources for more information on how to use Application Composer to customize Outlook in the Outlook Configuration in Application Composer section. Added profile options that need to be turned on to enable the feature Added more information to the Tips and Consideration section Renamed the toolbar Account Management Added an outline of terminology changes in the Account Management introduction section. 164

165 April 25, 2014 April 25, 2014 April 25, 2014 Date What s Changed Notes Added Tips and Consideration to the Account Overview and Edit Page Improvements section. Added Oracle Social Network Collaboration section. Added Embedded Reports and Analytics section. Added Extensibility for Accounts section. Added Tips and Considerations to the Desktop UI Improvements section. Contact Management Added an outline of terminology changes in the Contact Management introduction section. Added Contact Create Page Improvements section. Added Contact Search Improvements section. Added/updated Tips and Considerations in the Contact Overview and Edit Page Improvements section. Added Oracle Social Network Collaboration section. Added Embedded Reports and Analytics section. Updated the Simplified UI Configuration for Contact Management section. Added/updated Tips and Considerations in the Desktop UI Improvements section. Sales Forecasting Desktop UI Enhancements Sales Analytics Added the information about the regions for forecasts are consolidated into one region. Added more info to the Tips and Considerations Added the following topics: Relationship Heatmap Reports Removed Opportunity Status Attributes Renamed Added more details to the Tips and Considerations. April 25, Audit Reporting 2014 April 25, Migrate Customizations Added the information that Extensions Manager is 2014 retired. April 25, Outbound Real-Time Added steps to enable outbound real-time integration Integration April 25, Extend Territory Added Extend Territory Management with 2014 Management with Application Composer topic for Territory Application Composer Management section. April 25, Configuring Subtabs Added the link to the resources that list pages and 2014 objects that are extensible. April 25, Migrate Customizations Added the information that Extensions Manager is 2014 retired. April 25, Pre-Upgrade Considerations Updated the information about how to preserve 2014 Preserve Customized Reports customized reports. April 25, Post-Upgrade Considerations Added Known Issues and Changed Behavior topic 2014 April 25, Overview Added the link to Release Notes/Known Issues. 165

166 Date What s Changed Notes 2014 March 7, Incentive Compensation Added the Incentive Compensation section Feb 21, 2014 Version 1.1 Complete 166

167 Copyright 2014, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group R8_Sales_WhatsNew_22July