Adobe Captivate - Oracle€¦ · Web viewOracle ships the Search and Workspace User Experience with...

Adobe Captivate Saturday, May 20, 2023

Slide 3 - Oracle Engagement Cloud

Slide notes

Hello and welcome to training for the new Search and Workspace User Experience in Oracle Engagement Cloud.

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Slide 4 - Agenda

Slide notesIn this session, we’ll first give an overview of productivity improvements and capabilities provided by the new Search and Workspace User Experience. This will be followed by more detail to explain how you can use them, and what business value they bring.

Then we’ll walk through a demonstration.

And finally, we’ll explain what you need to consider when enabling this feature in your business, and what you need to know to set it up.

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Slide 5 - Enhancements Overview

Slide notesThe new Search and Workspace User Experience provides sales professionals a new work area, enabling them to better manage prospecting, leads and opportunities with improved searching and better access to workflows - all delivered in one unified work area. This Sales Workspace is accessed from the new “Workspace” icon on the Home page.

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Slide 6 - New Search and Workspace User Experience

Slide notesWorkspace is designed to enhance the search experience for sales representatives. It provides a fast, highly interactive way to search on keywords, quickly find records, and easily act on them. Workspace leverages a modern search experience that empowers reps to search on terms and words in fields across key objects including Accounts, Contacts, Leads, Opportunities, Activities, and Assets. They can even search on custom fields. Reps can then easily refine search results by simply checking filter values, while anticipating the number of rows to be returned with displayed row counts. This saves reps time from unnecessary trial-and-error filtering. Also, the page row count tells reps how many records there are in the complete record list, saving the rep from scrolling to the bottom of the list to find the total records. This is especially useful when the list is long.

Workspace also enables sales reps to efficiently work across several objects from a single, common page, and display record lists for each of these objects using saved searches. For example, while viewing the All Accounts list, a rep can quickly switch to the My Opportunities list without leaving the workspace. This dramatically improves productivity, providing a single work area to access all information and actions.

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Slide 7 - New Search and Workspace Use Experience

Slide notesThe new search capabilities also enable reps to search for keywords across several objects simultaneously, rather than searching on a single object at a time. For example, a rep can search on Accounts by the Primary Contact name.

In addition to the enhanced search capabilities, the new Workspace provides sales reps immediate access to common actions, all without leaving the work area. These in-line actions are accessed from the Actions dropdown list on the record row. For example, when viewing a list of Accounts, the user can create an Appointment, Task, Note, or Log a Call for that account, without leaving the list. Productivity is improved, as there is no need to navigate to another page to perform these actions.

Advanced searching options are also available and easily configurable. Users can find records based on fuzzy matching, or that contain all keyword terms, any keyword term, blank fields, only populated fields, or that don’t contain any of they keywords entered.

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Slide 8 - New Search and Workspace User Experience

Slide notesOne of the primary benefits of the new Search and Workspace User Experience is enhanced productivity. It quickly delivers more relevant information within a common consolidated workspace, reducing clicks and streamlining work. This is delivered with features such as automatic record count displays, immediate in-line access to common actions, and direct access to saved searches spanning several record types - all within a fast, highly interactive unified interface.

It also delivers very high performance searching that delivers search results fast, supports keyword searching across both multiple objects and fields, and offers advanced search capabilities such as fuzzy search, which extends the matching search results beyond exact matches. For example, with fuzzy matching, the search term of “Greg” might return “Gregory”.

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Slide 150 - Additional Information

Slide notesHere’s some additional helpful information to know about Workspace. Objects supported within Workspace for this initial release are Account, Contact, Opportunity, Lead, Activity, and Asset. Several saved searches are available for each of these objects, and of course, users can create their own custom saved searches. Oracle plans to continually add new capabilities to Workspace in future releases.

When entering several terms into a keyword search, Workspace will automatically look for records containing all the terms entered. This is an implicit AND operation. Two other conditional operators supported for this release are NOT and OR. Users will need to explicitly type these terms in when needed.

The Workspace feature is available to CRM job roles with access to any of the objects supported in Workspace. No special access privilege is required to expose the Workspace icon after the Admin has enabled the application. It’s automatically available to users who can access the supported objects.

Workspace will be offered in this first release as an Early Access feature. Customers can apply for Early Access on the Engagement Cloud – Search and Workspace User Experience forum of Oracle Cloud Customer Connect. Customers using out-of-the-box security predicates are the most likely to receive access to the feature. Customers using their own customized security predicates are likely to be asked to defer using this feature to a later release. Customers given access to the feature will receive instructions on how to set it up.

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Slide 151 - Implementation Advice

Slide notesIn this implementation advice section, we will review what you need to consider before enabling this feature in your business, and what you need to know to set it up.

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Slide 152 - Feature Impact Guidelines

Slide notesThis table depicts key update information for the new feature covered in this training.

Workspace is available with assistance from Oracle to Early Access customers. Once Workspace is enabled, optional configuration is available to change how Workspace searches on fields and objects. Administrators can access this optional search configuration. All other Workspace features can be accessed through existing shipped job roles based on access privileges of these roles.

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Slide 153 - Implementation Decision Points

Slide notesOracle ships the Search and Workspace User Experience with searching completely pre-configured. However, users may want to change search configuration to meet their specific business needs. For example, customers may want to perform keyword searches on custom fields in Workspace, or filter on them. These fields can be enabled for searching and filtering with the Workspace search configuration tools.

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Slide 154 - Setup Summary

Slide notesThe setup for the Search and Workspace User Experience is achieved by going to Setup and Maintenance, selecting the Sales offering, then the Sales Foundation functional area, and finally selecting the Configure Workspace Search task. This will expose the Workspace search configuration tools.

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Slide 155 - Workspace Search Configuration Setup Detail

Slide notesFirst select the Quick tab to select the objects to expose, and enable searching for in Workspace. Then select the Advanced tab to configure search for fields in these objects. Click on the object name to display a list of fields for that object, and then configure the search parameters for each field to search on. See the “Enabling and Configuring Workspace” user guide for more detailed information.

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Slide 156 - Workspace Search Configuration Setup Detail

Slide notesNavigate to the “Configure UI” tab to configure fields and filters to display in the end-user UI. This includes an ability to define optional groupings for filters, including numeric, currency, percent and date filters. By creating ranges of values, called filter value groupings, you can make it possible for users to easily filter results in different ranges. For example, you can break down opportunities by revenue groupings, such as between $0 - $100,000, $100,000 - $500,000, and over $500,000. Users can then filter on these groups.

More detailed information about using the Configure UI tab is provided in the “Enabling and Configuring Workspace” user guide.

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Slide 157 - Job Roles

Slide notesThis table details the shipped job roles that will access the new capabilities covered in this training. Workspace is also available to any CRM job role with access to the objects supported in Workspace.

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Slide 158 - Business Process Information

Slide notesThe business processes associated with the new capabilities covered in this training are detailed here.

There are three high-level business processes. The first is Manage Sales Accounts, with activities “Manage Contacts”, and “Manage Customers and Prospects”. The second business process is “Pursue Leads and Opportunities”, with activities “Manage Opportunities, Manage Sales Activities”, and “Manage Sales Revenue”. The third business process is “Manage Sales Operations”, with activity “Manage Sales Systems”.

This concludes this presentation, thank you for listening. You can easily pause and rewind any of these slides if you require additional time to take in the detail.

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Adobe Captivate - Oracle€¦ · Web viewOracle ships the Search and Workspace User Experience with...

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