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1 See What's Coming in Oracle Sales Cloud Release 11 Release Content Document October 2015
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See What's Coming in Oracle Sales Cloud
Release 11
Release Content Document
October 2015
TABLE OF CONTENTS
REVISION HISTORY.................................................................................................................................................. 6
OVERVIEW ............................................................................................................................................................. 7
About This Document ..................................................................................................................................... 7
SMARTPHONES ...................................................................................................................................................... 8
ORACLE SALES CLOUD MOBILE APP ............................................................................................................................ 8 Dynamic Choice List Fields for Mobile Pages ................................................................................................................ 8
CALL REPORT APP .................................................................................................................................................. 9
DEAL MANAGEMENT APP ............................................................................................................................... 10
MOBILE COMMISSIONS APP ............................................................................................................................ 11
TABLETS ............................................................................................................................................................... 12
ORACLE MOBILYTICS ............................................................................................................................................. 12 Customize Reporting Metrics .................................................................................................................................... 12
RETAIL EXECUTION TABLET APP ......................................................................................................................... 14
SALES ANALYTICS ................................................................................................................................................. 15
Channel Sales Manager Dashboard .................................................................................................................... 15 Prebuilt Report for Customer Asset Analysis .............................................................................................................. 15 Prebuilt Report for Partner Sales Reps....................................................................................................................... 15 Reports Combining Standard and Custom Subject Areas ............................................................................................ 15 New Subject Areas for Relationship Reporting ........................................................................................................... 16 New Subject Areas for Account Asset Reporting ........................................................................................................ 16 Enhanced Quota Reporting ....................................................................................................................................... 16 New Subject Areas for Account and Contact Notes .................................................................................................... 16 Long Text Fields in Reports ....................................................................................................................................... 16 Partner Hierarchy Reporting ..................................................................................................................................... 16 Enhanced Error Handling .......................................................................................................................................... 16 Updated User Interface ............................................................................................................................................ 17
CORE SALES FORCE AUTOMATION ....................................................................................................................... 18
Mass Record Transfer ............................................................................................................................................... 18 GLOBAL SEARCH AND LIST MANAGEMENT ................................................................................................................. 19
Wildcard Characters ................................................................................................................................................. 19 ACCOUNTS AND CONTACTS ..................................................................................................................................... 20
Territory Assignment Based on Account Owner ......................................................................................................... 20 Favorites .................................................................................................................................................................. 20 Multiple Industry and Organization Classifications ..................................................................................................... 20 Account Assignment for Multi-Value Account Classifications ..................................................................................... 20 Influence Map .......................................................................................................................................................... 20 Contact and Household Assessments ........................................................................................................................ 21 Contract Details ........................................................................................................................................................ 21
Configuration and Customization Options for Contacts ...................................................................................... 21 CALENDAR AND ACTIVITIES ..................................................................................................................................... 22
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Deal Calendar ........................................................................................................................................................... 22 OPPORTUNITIES ................................................................................................................................................... 23
Opportunity Assignment for Multi-Value Account Classifications ............................................................................... 23 Configurable Credit Recipients and Forecast Territories ............................................................................................. 23
SALES FORECASTING .............................................................................................................................................. 24 Unit-Based Forecasting ............................................................................................................................................. 24 Enhancements for Simplified Forecasting .................................................................................................................. 24
PRODUCTS AND PROMOTIONS ................................................................................................................................. 25 Simplified Product Definition .................................................................................................................................... 25 Manage Promotions ................................................................................................................................................. 25 Web Services for Products and Price Books ............................................................................................................... 25 Product and Price Book Import ................................................................................................................................. 25
PARTNER RELATIONSHIP MANAGEMENT ............................................................................................................. 26
Deal Management App ............................................................................................................................................. 26
Channel Sales Manager Dashboard .................................................................................................................... 26 Business Plans and Objectives ................................................................................................................................... 26 Marketing Development Fund (MDF) ........................................................................................................................ 27 Partner Program Management ................................................................................................................................. 27 Partner Hierarchies and Distributor-Reseller Relationships ........................................................................................ 27 Partner Home Page Announcements ......................................................................................................................... 27 Self-Service Registration for Partners ........................................................................................................................ 28 Partner User Impersonation ...................................................................................................................................... 28 Accept or Reject Leads From Email ............................................................................................................................ 28
CONTRACTS ......................................................................................................................................................... 29
External Web Services for Contracts .......................................................................................................................... 29 Overriding the Electronic Signature Process .............................................................................................................. 29 Negotiate Pricing Adjustments for Product Groups .................................................................................................... 29 Contract Flexfield Attributes Based on Contract Type ................................................................................................ 29
SALES PERFORMANCE MANAGEMENT ................................................................................................................. 30
QUOTAS ............................................................................................................................................................. 30 Compatibility with Simplified Territory Management ................................................................................................. 30
TERRITORIES ........................................................................................................................................................ 31 Streamlined Synchronization Process ........................................................................................................................ 31
INCENTIVE COMPENSATION .................................................................................................................................... 32 Mobile Commissions App.......................................................................................................................................... 32 Configurable Payment Approval Workflow ................................................................................................................ 32 Compensation Paysheet Payment Tracking ............................................................................................................... 32 Compensation Plan Distribution Enhancements ........................................................................................................ 32 Custom Rollup Summarization .................................................................................................................................. 33 Purge Test Data ........................................................................................................................................................ 33
CUSTOMER DATA MANAGEMENT ........................................................................................................................ 34
Social Data Enrichment ............................................................................................................................................. 34 Personally Identifiable Information ........................................................................................................................... 34 Blue Coat Cloud Data Protection ............................................................................................................................... 35
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INDUSTRY SOLUTIONS ......................................................................................................................................... 36
HIGH TECH AND MANUFACTURING ........................................................................................................................... 36 Bid Management ...................................................................................................................................................... 36 Configurable Sales Home Page for High Tech and Manufacturing ............................................................................... 36
FINANCIAL SERVICES.............................................................................................................................................. 37 Financial Profile for Contacts .................................................................................................................................... 37 Enhanced Needs Analysis .......................................................................................................................................... 37 Enhanced Pages for Retail Bankers ............................................................................................................................ 37 Oracle Policy Automation Integration........................................................................................................................ 38
CONSUMER GOODS .............................................................................................................................................. 39 Retail Execution ........................................................................................................................................... 39
Retail Execution Tablet app ................................................................................................................................ 39 Custom Store Visit Tasks ........................................................................................................................................... 39 Store Visit Duration .................................................................................................................................................. 40
Trade Promotion Management .................................................................................................................... 40 Trade Funds ............................................................................................................................................................. 40 Multiple Fixed Tactics for Account Promotion ........................................................................................................... 40 Multiple Variable Tactics for Account and Corporate Promotions............................................................................... 40 Per-Account Sales Target .......................................................................................................................................... 40 Price Book ................................................................................................................................................................ 41 Promotion Evaluation ............................................................................................................................................... 41 Configurable Sales Home Page .................................................................................................................................. 41
COMMUNICATIONS ............................................................................................................................................... 42 Configurable Sales Home Page for Communications .................................................................................................. 42 Sales Coach for Contract Renewals ............................................................................................................................ 42 Enhanced Pages for Communications Sales Reps ....................................................................................................... 42
INDUSTRY SOLUTION PLATFORM .............................................................................................................................. 43 Industry Solution Patch Updates ............................................................................................................................... 43
CONFIGURATION AND CUSTOMIZATION ............................................................................................................. 44
APPLICATION COMPOSER ....................................................................................................................................... 44 Summary Boxes for Custom Objects .......................................................................................................................... 44 Create Action on Subtabs .......................................................................................................................................... 44 Full-Page Create and Edit Pages for Subtabs .............................................................................................................. 44 Customizable Object Icons ........................................................................................................................................ 45
Configuration and Customization Options for Contacts ...................................................................................... 45 Direct Linking From Email ......................................................................................................................................... 45 Configurable Task Owners and Assignees in Object Workflow .................................................................................... 45 Configurable Email Recipients in Object Workflow .................................................................................................... 45 Sandbox Enforcement............................................................................................................................................... 45 Enhanced Groovy Validation ..................................................................................................................................... 46
INTEGRATIONS ..................................................................................................................................................... 47 Oracle Integration Cloud Service ............................................................................................................................... 47 RESTful Web Services................................................................................................................................................ 47 ID Propagation and Federation for SaaS and PaaS...................................................................................................... 48
SETUP AND MAINTENANCE.................................................................................................................................. 49
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Updated User Interface ............................................................................................................................................ 49 ASSIGNMENT MANAGER ........................................................................................................................................ 50
Custom Object Assignment ....................................................................................................................................... 50 CUSTOMIZATION MIGRATION ................................................................................................................................. 51
Enhanced Customization Migration ........................................................................................................................... 51 SIMPLIFIED SETUP ................................................................................................................................................. 52
Enhanced Master Geographies Load ......................................................................................................................... 52 Seeded Role Provisioning Rules ................................................................................................................................. 52
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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 23 OCT 2015 Initial Document Creation
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OVERVIEW
Oracle Sale Cloud Release 11 offers more advanced PRM capabilities, tools and utilities for data security and integration development, further investment in preconfigured industry solutions, and enhancements focused on sales team productivity.
Oracle Sales Cloud is improving productivity for channel sales managers and partners both in and out of the office. Expanded partner relationship management capabilities include a new Deal Management app, partner program management, self-service registration for partners and much more.
Oracle recognizes the importance of data security by focusing on the protection of personally identifiable information using additional security settings and integration with Blue Coat Cloud Data Protection, offering data residency protection through tokenization. Integrating Oracle Sales Cloud with other cloud and on-premises applications is vastly accelerated with the introduction of Oracle Integration Cloud Service (ICS).
Oracle continues to invest in preconfigured industry solutions. The current industry solutions (High Tech and Manufacturing, Financial Services, Consumer Goods, and Communications) offer expanded capabilities and new tools with Release 11.
Continued improvement in core sales force automation, expanded configuration and customization options, new and improved smartphone apps, simplified product management, and the addition of more prebuilt reports and custom analytics capabilities help sales teams increase efficiency and close more deals.
ABOUT THIS DOCUMENT
Enhancements for smartphones and tablets , sales analytics and customization and
configuration appear throughout this document and are identified by the icons above.
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SMARTPHONES
Sales teams can access Oracle Sales Cloud on smartphones to quickly execute transactions and maximize selling time. Release 11 offers sales reps greater efficiency with more capabilities built into the Call Report app. Sales reps can view lists to identify call reports that need attention and can add more details to call reports using their smartphones. The new Deal Management app gives channel sales managers the flexibility to complete deal management tasks quickly while away from the office. Oracle Sales Cloud Mobile has been enhanced to support dynamic choice lists for standard and custom objects. For companies using incentive compensation, the new Mobile Commissions app gives sales reps anytime, anywhere access to their compensation details.
To begin using Release 11 smartphone apps, download the latest version from the Apple App Store (iPhone), Google Play (Android), or the Oracle Sales Cloud instance (Blackberry)
The smartphones and tablets icon indicates enhancements that appear in other sections of this document.
ORACLE SALES CLOUD MOBILE APP
The Oracle Sales Cloud Mobile app is the most efficient way for sales reps, managers and executives to access Oracle Sales Cloud from a smartphone.
DYNAMIC CHOICE LIST FIELDS FOR MOBILE PAGES
Dynamic choice lists are now available for Oracle Sales Cloud Mobile. Using Application Composer, sales administrators can customize mobile pages in Oracle Sales Cloud to include dynamic choice list fields for standard and custom objects.
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CALL REPORT APP
The Call Report app is designed to help sales reps complete tasks in one minute or less, improving their productivity and increasing sales. With Release 11, sales reps can:
• View all of their appointments • View all call reports they have logged • See the call reports they need to complete • Dismiss calls from the Calls To Log list • Add pre-defined objectives to call reports • Add attachments to call reports • Update a contact’s buying role and affinity • Create ad hoc call reports to log ad hoc activities • Call, email, message or locate contacts
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DEAL MANAGEMENT APP
The Deal Management app is a single-purpose app that enables channel sales managers to complete deal management tasks quickly, improving their productivity and increasing sales. Using the Deal Management app on their smartphones, channel sales managers can:
• Approve, reject or return deal registrations • Add comments to returned and rejected deals • View all pending, rejected and returned deals • View all opportunities • Indentify potential duplicate opportunities • Call, email, message or locate partner contacts
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MOBILE COMMISSIONS APP
For companies using Oracle Incentive Compensation, the Mobile Commissions app allows sales reps to review their compensation details anytime, anywhere. By simply opening the app, sales reps get a quick snapshot of their commissions and bonus payments with easy access to further details, including:
• Last Incentive Payment • Current Earnings • Current Credit Attainment • Disputes • Performance
Sales Reps can also keep track of commission progress. The Updates tab shows the last three earnings, credits and payment transactions. If specific details are needed, organizations can choose to offer interactive custom reports that display in real time within the Mobile Commissions app.
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TABLETS
The Oracle Mobilytics app helps sales leaders gain important business insights using an iPad. New customization options allow organizations more autonomy to change default metrics and report parameters to offer sales executives the most meaningful data. The new Retail Execution tablet app is specifically designed to allow retail sales reps in the consumer goods industry to execute store visits with ease.
Oracle sales cloud apps for tablets are available from the Apple App Store.
The smartphones and tablets icon indicates enhancements that appear in other sections of this document.
ORACLE MOBILYTICS
Oracle Mobilytics provides sales executives with unprecedented mobile business intelligence, insight into sales performance, and the power to model forecasts with interactive graphics created specifically for the iPad.
CUSTOMIZE REPORTING METRICS
Customize Oracle Mobilytics to show the most meaningful metrics and Key Performance Indicators (KPIs). Sales administrators can customize report metrics to suit the organization’s business needs. The following customizations are now possible:
• Specify the number of years worth of data to be analyzed within Oracle Mobilytics. Opportunity data in the Oracle Mobilytics app is based on the fiscal year defined in Oracle Sales Cloud.
• Determine the opportunity size on the Deal Radar Report by defining a range for the opportunity revenue amounts.
• Change the number of months that determines whether opportunities are placed in the low, medium, or high bands on the Deal Radar Report, Time-Months view. By default, the inner circle displays opportunities that will close in the current month; the middle circle displays opportunities that will close next month; and the outer circle displays opportunities that will close three months from the current date.
• Change the number of interactions that determines whether opportunities are placed in the low, medium, or high bands on the Deal Radar Report, Sales Activity view. By default, the inner circle displays opportunities with eight or more interactions; the middle circle displays opportunities with four to eight interactions; and the outer circle displays opportunities with four or less interactions.
• Customize the tenure and attainment percent on the Team Tracker performance card by specifying different tenures and attainment rates.
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RETAIL EXECUTION TABLET APP
Available in both online and offline modes, the new Oracle Sales Cloud Retail Execution app enables retail sales reps to plan and execute their retail store visit tasks using their tablet device:
• View a list of store visit appointments • Review a guided store visit task list • Prepare for the store visit using the Account 360 • Check in to begin the store visit • Audit inventory • Present promotions and add promotional items to the shopping cart • Order products on site to restock inventory • Capture signatures and submit shopping cart items to create an order • Check out to end the store visit • Mark tasks as complete
The app automatically captures the time for each store visit, from check in to check out, allowing sales managers to measure the efficiency of store visits. The Oracle Sales Cloud Retail Execution app is compatible with iPad and Android tablet devices.
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SALES ANALYTICS
Oracle Sales Cloud offers embedded sales analytics to identify key events, guide sales activities and improve deal performance. Release 11 provides expanded analytics capabilities, more prebuilt reports, and a fresh visual design for Oracle’s Business Intelligence tools. A new dashboard gives channel sales managers easy access to key performance indicators. Sales administrators have more options to create targeted reports for sales teams, including the ability to create reports combining standard and custom subject areas and the option to show account and contact relationships and long text fields in reports. Enhanced error handling and an updated user interface make it even easier to create effective and useful reports.
The sales analytics icon indicates enhancements that appear in other sections of this document.
CHANNEL SALES MANAGER DASHBOARD
The channel sales manager dashboard offers six prebuilt Key Performance Indicators (KPIs) that provide easy access to relevant information and help channel sales managers stay productive and close more deals. Available from the Dashboard icon, the dashboard includes these prebuilt KPIs:
• Actual vs. Quota • Top Open Opportunities • Stalled Opportunities • Open Pipeline • Deal Registrations • Team Performance
PREBUILT REPORT FOR CUSTOMER ASSET ANALYSIS
The new, prebuilt Customer Asset Analysis report helps sales managers analyze the composition of their customer’s owned assets (installed base) for each industry, geography, and product line.
PREBUILT REPORT FOR PARTNER SALES REPS
The Open Pipeline report helps partner sales reps track their own pipeline and get details about their deals.
REPORTS COMBINING STANDARD AND CUSTOM SUBJECT AREAS
You now have the flexibility to create reports that combine attributes and metrics from custom and standard subject areas that share a common dimension. For example, you can create a report that combines data from a custom opportunity subject area with any standard, opportunity-related subject area such as Sales-CRM Pipeline. You can create combined reports for an array of standard objects,
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including accounts, contacts, households, opportunities, partners, sales accounts, territories, and resources.
NEW SUBJECT AREAS FOR RELATIONSHIP REPORTING
The new Account Relationship, Contact Relationship and Partner Relationship subject areas allow you to build custom reports that show the custom relationship between accounts, contacts, partners and other organizations and persons.
NEW SUBJECT AREAS FOR ACCOUNT ASSET REPORTING
The new Account Asset Reporting subject area allows you to build custom reports that show the details of all assets that have been assigned to an account.
ENHANCED QUOTA REPORTING
New, non-rollup quota metrics for territories and resources are now available for quota management reporting. These metrics allow you to build custom reports for the territory or resource hierarchy that reference the quota at each node level and ensure that metrics aren’t incorrectly rolled up along the hierarchy.
NEW SUBJECT AREAS FOR ACCOUNT AND CONTACT NOTES
The new Account Notes and Contact Notes subject areas allow you to build custom reports that include the notes and associated attributes that have been created for an account or contact.
LONG TEXT FIELDS IN REPORTS
You can now include all standard and custom long text fields in your reports by selecting the fields from standard or custom subject areas.
PARTNER HIERARCHY REPORTING
The partner hierarchy has been added to all partner dimensions. This enables you to create custom reports showing revenue and other transaction metrics rolled up by the partner hierarchy defined in Oracle Sales Cloud.
ENHANCED ERROR HANDLING
When an error prevents a report from displaying properly, Oracle Sales Cloud shows details explaining the error. Having more information will help you fix the issue and create error-free reports in the future.
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UPDATED USER INTERFACE
Oracle's new design approach for mobile, desktop and Oracle Cloud applications includes a fully redesigned component set and interactions. The updated interface for Oracle Business Intelligence Answers, Oracle Business Intelligence Enterprise Edition Dashboards, and Oracle Business Intelligence Publisher offers a fresh visual design and modern layout for Oracle Sales Cloud Analytics.
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CORE SALES FORCE AUTOMATION
Core Sales Force Automation (SFA) enhancements are built to meet the essential needs of sales reps and sales managers, giving them access to customer and sales information from a tablet or smartphone. With Release 11, sales reps now have easy access to contract details, the ability to evaluate contacts and households with assessments and the power to manage their own product promotions. The new deal calendar reduces duplication of effort by allowing sales reps to coordinate sales activities and view all recent and upcoming appointments for their accounts and opportunities. Enhanced forecasting capabilities and the addition of unit-based forecasting ensures forecast accuracy. Account and opportunity assignment is more accurate with the option to define accounts with multiple industry and organization classifications. Sales managers can enjoy greater efficiency with the ability to easily reassign account territories and transfer mass records when sales reps leave the company or change jobs. You can define and maintain products in Oracle Sales Cloud using simplified pages, import, or Web services.
MASS RECORD TRANSFER
When a sales rep changes jobs or leaves the company, all of their records must be transferred to a new owner. Oracle Sales Cloud release 11 offers an easy way to transfer multiple records from an existing owner to a new owner. From a centralized screen, you can now easily transfer lead, opportunity, deal registration, and custom object records to a new owner.
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GLOBAL SEARCH AND LIST MANAGEMENT
Quickly find your critical sales information using global search or list management to create your own accounts, contacts, opportunities or leads lists.
WILDCARD CHARACTERS
Sales Reps can now use the % and * characters interchangeably to find information from Oracle Sales Cloud global search.
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ACCOUNTS AND CONTACTS
Build solid business relationships with a complete and accurate view of your accounts, contacts and households. Release 11 offers greater efficiency and more customization options for Oracle Sales Cloud’s simplified pages. Sales managers can now assign account territories by changing the account owner field and sales reps can pinpoint important accounts and contacts with favorites, assessment options, and an influence map. Options to customize overview pages and subtabs allow you to show the most important information to your sales team.
TERRITORY ASSIGNMENT BASED ON ACCOUNT OWNER
You can now use the account owner field to determine territory assignment for accounts. Territory assignment based on account owner can be particularly useful when a team member leaves the company or is reassigned to a different territory. In that case, the sales manager can simply reassign all of the sales rep’s accounts to a different owner, which triggers the reassignment of territories for those accounts to that of the new owner.
FAVORITES
Sales reps can now quickly access the accounts they work on most frequently by marking them as favorites. Favorite accounts are easy to see in lists and easy to find through search and list management. Accounts can be designated as favorites directly in Oracle Sales Cloud or the accounts can be created and marked as favorites using Web services.
MULTIPLE INDUSTRY AND ORGANIZATION CLASSIFICATIONS
Account classification is now more flexible, providing greater accuracy for account qualification and territory assignment. You can now assign primary as well as non-primary industry and organization type values to accounts. You can also load your own industry and organization classifications and use them to qualify your accounts.
ACCOUNT ASSIGNMENT FOR MULTI-VALUE ACCOUNT CLASSIFICATIONS
When an account is assigned multiple classification values, you now have options. You can use all of the values to drive territory and rule-based assignment for accounts, or you can use only the primary account classification.
INFLUENCE MAP
New in Oracle Sales Cloud’s simplified pages, the Influence Map is a graphical view that shows how the contacts for an account are related to each other. Sales reps can also see a quick snapshot of
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information about each contact, including job title, buying role, influence level, and affinity. From the Influence Map, sales reps can manage reporting relationships and drill into contact details.
CONTACT AND HOUSEHOLD ASSESSMENTS
Your sales teams can now evaluate contacts and households using assessments. Assessments offer ratings and feedback and can be customized with business logic that prompts action based on the assessment rating. You may hide or display the Assessment subtab on the contact and household details pages. When the Assessment subtab is displayed, sales reps can create new assessments and edit or delete existing assessments.
CONTRACT DETAILS
Sales reps and sales managers can view and manage contracts from their account, contact, and household details pages. The number of active contracts is easy to see in the Overview tab. Contract details are available from the Contracts subtab, which includes prebuilt lists showing active, in process, on hold, closed and all contracts. You can also add a section to the account, contact and household overview pages to show the number of contracts. That number links to details in the Contracts subtab.
CONFIGURATION AND CUSTOMIZATION OPTIONS FOR CONTACTS
Customize the contact card view to give sales reps quick access to the contact information they use most often. The default fields on the contact cards include contact name, title, main phone number, and email address. You can now hide, show, and change the display order of standard or custom fields on the contact cards.
As an administrator, you can also hide or show the alphabet bar using Application Composer.
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CALENDAR AND ACTIVITIES
See all of your activities in one place and quickly add appointments, create tasks and log calls related to your accounts, contacts, households, partners, leads and opportunities.
DEAL CALENDAR
The Deal Calendar enables sales teams to better coordinate sales activities by providing a quick view of all of the appointments for an opportunity or account. With the deal calendar, sales reps can:
• See the full schedule of recent and upcoming appointments for an opportunity or account. • Switch between calendar views, including day, week, month, and agenda. • Create and access saved opportunity, account and team calendars from an easily accessed
side panel.
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OPPORTUNITIES
Use Oracle Sales Cloud to track the full life cycle of an opportunity, from creation through every stage until it's closed.
OPPORTUNITY ASSIGNMENT FOR MULTI-VALUE ACCOUNT CLASSIFICATIONS
When an account is assigned multiple classification values, you now have options. You can use all of the values to drive territory and rule-based assignment for opportunities, or you can use only the primary account classification.
CONFIGURABLE CREDIT RECIPIENTS AND FORECAST TERRITORIES
Sales administrators can now customize the logic used to assign sales credits and set the territories used for forecasting. The ability to configure this logic ensures that the right sales rep gets credit and that the forecast territory is in sync with the credit recipient. The following are some example scenarios where this feature can be used:
• When a sales rep creates an opportunity for one or more products, all opportunity line items must be credited to that sales rep and forecasted into that sales rep’s territory, regardless of how the opportunity line items are assigned.
• When an opportunity is created by one sales rep but shared by many, each line item of the shared opportunity must be credited to the corresponding sales rep and forecasted in that sales rep’s territory.
• When opportunities are imported into Oracle Sales Cloud using file-based data import or Web services, the credit recipient must be set to the account owner.
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SALES FORECASTING
View, manage and submit forecasts from your desktop or mobile devices. Embedded analytics provide information that you can use to improve the accuracy of your forecasts.
UNIT-BASED FORECASTING
Sales managers can now forecast product quantities in addition to revenue. Especially useful in the manufacturing industry, unit forecasting enables sales managers to view and adjust forecast line items by quantity. Sales managers can also view and adjust the total quantity forecasted by product and time.
ENHANCEMENTS FOR SIMPLIFIED FORECASTING
Using Oracle Sales Cloud’s simplified pages, sales managers can:
• Find past, current and future forecasts • Perform ad hoc searches • Create and manage saved searches • Toggle between a list view and a card view on the Forecasts page • Manage subordinate or delegated forecasts • Withdraw a submitted forecast • Refresh forecast items • Copy prior forecast values from the previously submitted forecast • Remove forecast adjustments to return to an unadjusted state
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PRODUCTS AND PROMOTIONS
Create a catalog of products for sales reps to select when entering opportunities and leads.
SIMPLIFIED PRODUCT DEFINITION
Manage your company’s products using Oracle Sales Cloud’s simplified pages. You can define your products and pricing manually within Oracle Sales Cloud, import products and pricing from external applications, or synchronize changes to product information from external applications using RESTful web services.
MANAGE PROMOTIONS
Sales reps can now create, edit and delete simple promotions, enabling them to promote specific products for their accounts.
WEB SERVICES FOR PRODUCTS AND PRICE BOOKS
Standards-based RESTful Web service calls allow you to maintain product and price book data in Oracle Sales Cloud or other applications and synchronize changes in real-time. Oracle Sales Cloud supports operations to create, update, delete and retrieve information about price books, products, product attachments.
PRODUCT AND PRICE BOOK IMPORT
You can import product and pricing information into Oracle Sales Cloud using Oracle’s familiar file-based data import tool.
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PARTNER RELATIONSHIP MANAGEMENT
Oracle Sales Cloud streamlines partner relationship management (PRM) and indirect sales processes to increase the value of the partner network. With Release 11, Oracle Sales Cloud PRM offers powerful, user-friendly, configurable tools for critical channel management business processes, such as the new Deal Management app for smartphones. Several new capabilities simplify the administration of the partner portal and help achieve higher partner adoption.
DEAL MANAGEMENT APP
The Deal Management app is a single-purpose app that enables channel sales managers to complete deal management tasks quickly, improving their productivity and increasing sales. Using the Deal Management app on their smartphones, channel sales managers can:
• Approve, reject or return deal registrations • Add comments to returned and rejected deals • View all pending, rejected and returned deals • View all opportunities • Indentify potential duplicate opportunities • Call, email, message or locate partner contacts
CHANNEL SALES MANAGER DASHBOARD
The channel sales manager dashboard offers six prebuilt Key Performance Indicators (KPIs) that provide easy access to relevant information and help channel sales managers stay productive and close more deals. Available from the Dashboard icon, the dashboard includes these prebuilt KPIs:
• Actual vs. Quota • Top Open Opportunities • Stalled Opportunities • Open Pipeline • Deal Registrations • Team Performance
BUSINESS PLANS AND OBJECTIVES
Channel account managers can now author partner business plans to record joint commitments between the brand owner and partners and to achieve specific strategic goals. In collaboration with partners, channel account managers can finalize detailed, measurable objectives and get partner approval. Later, objective attainment can be recorded, making it possible to track and analyze how objectives were met. Partners have full visibility into their business plans, can participate in the approval
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process and can create activities and Marketing Development Fund (MDF) requests related to their business plans.
MARKETING DEVELOPMENT FUND (MDF)
Brand owners can now manage MDF budgets, requests and claims and channel operations managers can create and activate MDF budgets. As soon as a budget is activated, eligible partners can use the funds to implement strategic marketing initiatives. Using the partner portal, partners can create and submit requests for marketing funds which go through an approval process. When an MDF request is approved by the channel manager, the partner can perform the marketing activity. To be reimbursed for the marketing expenses incurred, partners submit one or several MDF claims against the approved MDF request. Approved claims are paid by the brand owner. MDF channel managers can register key payment information using MDF claim settlements.
PARTNER PROGRAM MANAGEMENT
Brand owners can distinguish and reward channel partners for their loyalty and performance using tiers, partner programs, and program or tier benefits. Channel operations managers can create and manage partner programs with or without tiers. They can also maintain a library of benefits that can be offered to partners based on partner tier and program enrollment. Channel account managers can assign a tier to a partner and enroll the partner in programs that apply to their country of operation and tier. Any channel user can view the list of benefits enjoyed by the partner when enrolled in a particular program. Partner administrators who log into the partner portal can see their company’s tier, with tier badge, signifying their level of achievement in the brand owner’s partner programs.
PARTNER HIERARCHIES AND DISTRIBUTOR-RESELLER RELATIONSHIPS
Channel managers can now capture and view comprehensive partner profile data and can manage complex partner hierarchies for large global or multi-site resellers. They can also manage relationships between resellers and distributors or other third party relationships. In addition, channel managers can analyze indirect sales relationships, and configure security access and business rules using partner hierarchies and relationships.
PARTNER HOME PAGE ANNOUNCEMENTS
The configurable news and announcements section of the partner portal delivers critical information to partners, such as product launch details or announcements about upcoming seminars or recommended training. Partner sales reps see announcements when they log in. You can configure announcements to appear by country, partner type, level, or for a specific list of partners. Partner sales reps see only the announcements configured for their company.
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SELF-SERVICE REGISTRATION FOR PARTNERS
You can now offer a self-service registration process for prospective partners that includes your branding, business process, and usability requirements. A new RESTful Web service API for the partner object makes it possible to build a registration page that seamlessly integrates with Oracle Sales Cloud. A customizable approval workflow makes it possible for your channel sales team to review and approve registration requests. Alternatively, you can configure your own registration approval workflow to accommodate your unique and complex business requirements.
PARTNER USER IMPERSONATION
Using partner user impersonation capabilities, channel operations managers and channel account managers can log in as a partner sales rep to resolve portal issues. The manager doesn’t need explicit permission from the partner sales rep in order to investigate and troubleshoot issues with the partner portal. All information updates made during an impersonated session are recorded through the audit reporting framework. You can control which roles have the authority to impersonate a sales rep.
ACCEPT OR REJECT LEADS FROM EMAIL
Partner sales reps can quickly accept or reject assigned leads directly from email. When a lead is distributed to a partner, the primary partner contact is assigned to the lead and receives an email with lead summary information. The partner sales rep can accept or reject the lead directly from the email, which will update the lead in Oracle Sales Cloud. Partner sales rep can also use the direct link provided in the email to view lead detail information and accept or reject the lead from the lead details page.
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CONTRACTS
Oracle Contracts provides a comprehensive solution for managing sales contracts. Release 11 offers greater flexibility in authoring, pricing and signing contracts.
EXTERNAL WEB SERVICES FOR CONTRACTS
Contracts web services are now published and available for use outside of Oracle Sales Cloud. You can create, update, delete and merge contracts or send contract details to other applications. This simplifies integration with external applications, and makes it easier to model your end-to-end contract life cycle.
OVERRIDING THE ELECTRONIC SIGNATURE PROCESS
If electronic signatures are enabled for a contract type, all contracts of that type will go through an electronic signature process by default. You can override this default and make the signature process manual at the contract level. This flexibility allows you to accommodate specific cases, such as companies that don’t accept electronic signatures.
NEGOTIATE PRICING ADJUSTMENTS FOR PRODUCT GROUPS
You can now define pricing adjustments on sales agreements by product group. To support this change, price book selection is now optional, allowing you to define pricing adjustments for a line item independent of product prices sourced from a price book.
CONTRACT FLEXFIELD ATTRIBUTES BASED ON CONTRACT TYPE
Contract flexfields make it easy for you to capture additional information when you create a contract. The attributes you want to capture might vary by contract type. To make the authoring process more efficient, you can specify which attributes apply to the contract type and display only those fields in the additional information section of the contract.
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SALES PERFORMANCE MANAGEMENT
Sales Performance Management (SPM) enables companies to improve sales effectiveness, streamline incentive compensation and achieve targeted revenue goals. Release 11 offers improved payment tracking, enhanced compensation plan distribution and a configurable paysheet approval process. Oracle Sales Cloud’s SPM solution now offers quota management compatibility for simplified territory management and improvements to territory synchronization.
QUOTAS
Define sales goals to align with top-down sales objectives based on revenue or product groups, set quotas, and track sales performance against these objectives.
COMPATIBILITY WITH SIMPLIFIED TERRITORY MANAGEMENT
Quota management is now fully compatible with simplified territory management. If your company opted to use simplified territory management with Release 10, you can now use Oracle Sales Cloud’s simplified pages for both quota management and territory management.
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TERRITORIES
Set up sales territory models efficiently and evaluate the effectiveness of your territories to increase sales performance.
STREAMLINED SYNCHRONIZATION PROCESS
You no longer have to wait for territory geographies to load before you can assign work objects for your territories. Territory geography synchronization is no longer required for the Load and Activate process to run, making the correct territory definitions promptly available for use in the assignment process.
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INCENTIVE COMPENSATION
Incentive Compensation empowers organizations to streamline the rollout of new plan initiatives, provides productivity tools to reduce administrative costs, and presents relevant business insights to drive sales performance.
MOBILE COMMISSIONS APP
The Mobile Commissions app allows sales reps to review their compensation details anytime, anywhere. By simply opening the app, sales reps get a quick snapshot of their commissions and bonus payments with easy access to further details, including:
• Last Incentive Payment • Current Earnings • Current Credit Attainment • Disputes • Performance
Sales Reps can also keep track of commission progress. The Updates tab shows the last three earnings, credits and payment transactions. If specific details are needed, organizations can choose to offer interactive custom reports that display in real time within the Mobile Commissions app.
CONFIGURABLE PAYMENT APPROVAL WORKFLOW
When your paysheet approval processing requirements go beyond incentive compensation manager approval, your application administrator can now edit the approval flow and configure rules for determining your approvers. This feature supports your governance requirements while giving you more flexibility and control over your paysheet approval processing.
COMPENSATION PAYSHEET PAYMENT TRACKING
Paysheet Payment Tracking improves payment tracking and reconciliation between paysheets and payments by updating the paysheet with payment-related information, such as the payment method, reference number, and payment date.
COMPENSATION PLAN DISTRIBUTION ENHANCEMENTS
Enhancements to existing incentive compensation plan design and plan acceptance features include:
• Contract terms assignment validation • Enhanced plan document generation using BI Publisher templates associated with incentive
compensation plans
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CUSTOM ROLLUP SUMMARIZATION
You can now add your organization’s summarization logic and improve indirect crediting performance. This enhancement makes it possible to summarize rollup attainment at the individual level.
PURGE TEST DATA
When you’ve finished testing and want to start from the beginning with new transactions, credits, earnings, payments, and plans, administrators can purge data using a new process available in Enterprise Manager.
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CUSTOMER DATA MANAGEMENT
Oracle Sales Cloud Customer Data Management allows organizations to consolidate and maintain a “best version” customer profile that sales reps and sales managers can trust. Release 11 brings greater security for personally identifiable information with specific security for select attributes and additional security with Blue Coat Cloud data protection. Additional enrichment capabilities through Oracle’s Data as a Service offers social media enrichment for accounts and contacts.
Oracle Sales Cloud Customer Data Management allows organizations to consolidate and maintain a trustworthy best version customer profile. Release 11 provides greater security for personally identifiable information with specific security for select attributes and additional security with Blue Coat Cloud data protection. Social media enrichment for accounts and contacts is a new data enrichment capability offered through Oracle’s Data as a Service.
SOCIAL DATA ENRICHMENT
The Data as a Service Integration with Oracle Sales Cloud now enables sales teams to further enrich accounts and contacts with social media attributes and icons. Sales reps and sales managers can choose from 127 social attributes or handles. Some of the most popular social media handles include LinkedIn, Facebook, Google, Twitter, Klout, and YouTube. The data is continuously updated in partnership with Dun & Bradstreet.
PERSONALLY IDENTIFIABLE INFORMATION
Data or information that is used to uniquely identify, contact, or locate a person is called Personally Identifiable Information (PII). This includes data such as social security number, home address, bank account numbers, phone numbers, and more. To meet legal regulations, limit financial liability, and safeguard personal reputations, this confidential and sensitive information must be protected to prevent unauthorized use. Because PII requires additional security, Oracle has added specific privileges to secure select attributes. These privileges can be added to job roles as needed. Having one privilege for each of the following attributes prevents inappropriate access or data use:
• Home Address • Home Phone Number • Personal Email Address • Taxpayer Identification Number (Social Security Number) • Citizenship Number • Additional Identifiers (e.g. Residency Number, Club Membership ID, Personal Identification
Number, Health Insurance Number)
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BLUE COAT CLOUD DATA PROTECTION
Oracle Sales Cloud’s integration with Blue Coat offers additional data protection for PII that enables Oracle customers to satisfy corporate and legal data residency requirements. With a hybrid cloud model using tokenization, confidential and sensitive data remains stored in a token vault, a local database behind the firewall on the customer’s site. The data never enters Oracle Sales Cloud. Even though the data is tokenized, sales reps and sales managers can still search, sort and run reports in Oracle Sales Cloud. The token generation and protection processes are completely transparent to sales reps and sales managers; there are no extra logins, special processes or keys to enter.
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INDUSTRY SOLUTIONS
Oracle Sales Cloud’s industry solutions leverage the comprehensive Oracle product portfolio to address distinct industry-specific requirements. Currently available preconfigured industry solutions include: High Tech and Manufacturing, Financial Services, Consumer Goods, and Communications. Release 11 further demonstrates Oracle’s continued investment in industry solutions. New capabilities include bid management for the High Tech and Manufacturing industry, enhanced needs analysis and more financial profile information for the Financial Services industry, a new retail execution tablet app and trade fund management for the Consumer Goods industry, and sales coach for contract renewals for the Communications industry. The addition of the configurable sales home page for each industry solution offers quick insights into Key Performance Indicators (KPIs) specific to each industry.
HIGH TECH AND MANUFACTURING
Oracle Sales Cloud for High Tech and Manufacturing provides structured selling capabilities that tell your sales reps what they need to know and what they need to do to plan and execute each opportunity methodically. Sales reps can keep track of sales goals and strategy throughout the year.
BID MANAGEMENT
Streamline manufacturing sales execution with the capability for partners to submit bids and resell manufacturers’ products. Using the new bid management capabilities, channel account managers and partner sales reps can:
• Create and update project opportunities and associate one or more bid opportunities with each project.
• Associate tasks and appointments with bid opportunities and log calls for bid opportunities. • View the ‘My Open Bid Opportunities’ and ‘My Open Project Opportunities’ lists. • Analyze bid-related KPIs, including the number of total bids and bid amount on a
configurable home page. • Collaborate on bid opportunities with partners using Oracle Social Network Conversations.
CONFIGURABLE SALES HOME PAGE FOR HIGH TECH AND MANUFACTURING
The configurable sales home page offers prebuilt KPIs that focus on channel sales. The prebuilt home page for High Tech and Manufacturing includes these industry-specific KPIs:
• Channel Performance • Channel Pipeline • Channel Top Opportunities
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FINANCIAL SERVICES
Oracle Sales Cloud for Financial Services provides a single 360° view of customer information and interactions that retail bankers can use to build a personalized relationship with each customer and offer financial products and services that best suit a customer’s unique needs. With an integrated Marketing Cloud solution, banks can automate the process of identifying, creating and nurturing referrals to cross-sell products on any channel including social, mobile and Web.
FINANCIAL PROFILE FOR CONTACTS
The contact details page includes the following financial profile information to help retail bankers easily review a candidate’s loan qualifications:
• Annual Income • Credit Ranking • Employment Status • Number of Dependents • Type of Residence (Own or Rent) • Total Cash Balance • Total Loan Balance
ENHANCED NEEDS ANALYSIS
An enhanced needs analysis flow and Oracle Policy Automation (OPA) upgrades make it possible for retail bankers to do the following when completing a needs analysis for a home purchase, refinance, or home equity loan:
• Attach the interview questionnaire, in PDF format, to the opportunity • Immediately see the products selected in OPA as opportunity revenue line items • Review assets and income information on the same page in Oracle Sales Cloud • Format the amount fields
ENHANCED PAGES FOR RETAIL BANKERS
Oracle Sales Cloud’s pages have been enhanced to match the way retail bankers work. These changes make it easier for retail bankers to find what they need:
• Fewer fields and sections on the standard contact, account, and opportunity pages • Newly arranged subtabs show the most critical items, such as needs analysis, first • New icons for needs analysis, financial account transactions, and cases • Fewer icons for the retail banker and retail bank manager roles
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ORACLE POLICY AUTOMATION INTEGRATION
The OPA data connector has been enhanced to support seven standard objects: accounts, contacts, households, leads, opportunities, partners and activities. Creating custom interviews for these objects gives banking institutions the ability to target interviews to their customer base.
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CONSUMER GOODS
Oracle Sales Cloud for Consumer Goods is a comprehensive industry solution that includes retail execution and trade promotion management. The retail execution solution enables retail sales reps to execute in-store tasks using mobile and Web channels. The trade promotion management solution enables brand marketing managers and key account managers to fulfill customers’ needs and achieve sales quotas using promotion programs and account promotions. Executive Dashboards allow sales managers to monitor KPIs and manage the retail call calendar.
RETAIL EXECUTION
Using the retail execution solution, account managers and sales managers can perform in-store retail activities such as auditing retail inventory, sharing promotion information, taking order information and conducting surveys. Sales managers can manage call schedules and monitor their business and team’s activities using sales dashboards.
RETAIL EXECUTION TABLET APP
Available in both online and offline modes, the new Oracle Sales Cloud Retail Execution app enables retail sales reps to plan and execute their retail store visit tasks using their tablet device:
• View a list of store visit appointments • Review a guided store visit task list • Prepare for the store visit using the Account 360 • Check in to begin the store visit • Audit inventory • Present promotions and add promotional items to the shopping cart • Order products on site to restock inventory • Capture signatures and submit shopping cart items to create an order • Check out to end the store visit • Mark tasks as complete
The app automatically captures the time for each store visit, from check in to check out, allowing sales managers to measure the efficiency of store visits. The Oracle Sales Cloud Retail Execution app is compatible with iPad and Android tablet devices.
CUSTOM STORE VISIT TASKS
Retail sales administrators can now create custom store visit tasks for different appointment types. Once a store visit is complete, retail sales reps can review and mark custom tasks as complete.
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STORE VISIT DURATION
The duration of store visits can now be tracked automatically when retail sales reps check in and check out of their store visits. Retail sales administrators can enable or disable store visit duration calculations for their company based on the requirements of the business.
TRADE PROMOTION MANAGEMENT
With trade promotion management, marketing managers can set up, manage and publish corporate promotions. Key account managers can set up and manage account-specific promotions.
TRADE FUNDS
To cover their costs, marketing managers can use trade funds to manage and allocate funds for promotions. They can create marketing funds with an amount and then later view the amount that they’ve allocated to various account promotions. Account managers can allocate funding from the trade funds to each promoted group or promoted product. This helps them to track promotion performance at the product level. When a funding allocation is specified at the Promoted Group level, the same funding allocation is applied to every product in that group. The allocated amount cannot exceed the balance of the trade fund.
MULTIPLE FIXED TACTICS FOR ACCOUNT PROMOTION
Account managers can now set multiple fixed tactics for promoted groups and promoted products on account promotions. The fixed tactics include Merchandising, Advertising, Catalog and Space.
MULTIPLE VARIABLE TACTICS FOR ACCOUNT AND CORPORATE PROMOTIONS
Marketing managers and account managers can now set multiple variable tactics for promoted groups and promoted products on corporate and account promotions. The discount effect is additive so, if there are multiple off-invoice discounts for the same promoted product, then the order price is calculated after incorporating multiple discounts.
PER-ACCOUNT SALES TARGET
To easily track sales progress, account managers and sales managers can set up monthly sales targets for each account. Sales reps can then view and measure their accounts’ sales and compare it to their respective sales targets.
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PRICE BOOK
Sales administrators can now set up account-specific product list prices by configuring a price book. The account and sales managers can then associate the price with their respective accounts. This enables the sales reps to view account-specific product prices during their store visits and create sales orders.
PROMOTION EVALUATION
Account managers can evaluate the effectiveness of promotions by reviewing key metrics associated with the promotion strategy and tactics. The evaluation metrics include:
• Gross Sales • Incremental Sales • Incremental Profits • Trade Spend • Return on Investment (ROI)
CONFIGURABLE SALES HOME PAGE
The configurable sales home page offers six prebuilt Key Performance Indicators (KPIs) that help sales teams track sales performance and take appropriate action. Sales reps and sales managers can click the following summary boxes to access detailed information:
• Sales vs. Target: shows a summary of closed opportunities compared with the quota for the current quarter.
• Visits vs. Target: shows the number of scheduled store visits compared with completed store visits and the related gap in the current quarter.
• In-flight Promotions: shows the number of promotions and the total order amount originated from promotions in the current quarter.
• Sales Trend: shows the total number of orders and the total order amount for the current quarter.
• Accounts: shows the number of managed accounts and the accounts that have met per-account sales targets for the current month.
• Eligible Promotions: shows the number of active promotions in a quarter.
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COMMUNICATIONS
The Oracle Sales Cloud for Communications industry solution is a comprehensive and integrated solution for communications companies. It increases sales force adoption with a simple, easy-to-use interface tailored to sales reps and sales executives. The sales process is streamlined for configure, price, and quote capabilities with pre-integration to Siebel Contract Management, Oracle Billing Insight and Oracle Service Cloud.
CONFIGURABLE SALES HOME PAGE FOR COMMUNICATIONS
The configurable sales home page offers prebuilt Key Performance Indicators (KPIs) that focus on the most important deals and highlight trouble spots. The prebuilt sales rep home page for Communications includes these KPIs:
• Actual vs. Quota • Contract Renewals • New Contracts • Renewal Rate • Bundled Deals • Stalled Deals
SALES COACH FOR CONTRACT RENEWALS
Use Sales Coach to guide your sales reps through the contract renewal process using the simple task list with links to approved collateral. Sales Coach is accessible directly from the Opportunity overview page.
ENHANCED PAGES FOR COMMUNICATIONS SALES REPS
Oracle Sales Cloud’s pages have been enhanced to reflect the way that sales reps for the communications industry work. These changes make it easier for sales reps to find what they need:
• Fewer fields and subtabs on the standard contact, account, and opportunity pages • Newly arranged subtabs show the most critical items first • New icons for needs analysis, financial account transactions, and cases
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INDUSTRY SOLUTION PLATFORM
INDUSTRY SOLUTION PATCH UPDATES
When new objects and attributes are added to Oracle Sales Cloud industry solutions through a patch, any object model changes will be reflected in the object SOAP schemas. This allows you to perform create, read, update and delete (CRUD) operations on industry-specific fields on industry-specific or standard objects using SOAP and REST Web services, unless the fields are flagged for exclusion from service payloads.
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CONFIGURATION AND CUSTOMIZATION
Oracle's standards-based, open and flexible platform makes it easy for developers to rapidly build and deploy rich applications or to integrate with and extend Oracle Sales Cloud. Release 11 Application Composer offers direct linking from email, configurable task owners, assignees, and email recipients in object workflows, and security from untested customizations with sandbox enforcement. Oracle Integration Cloud Service unlocks an array of integration possibilities with an easy web-based interface and powerful integration tools. ID propagation and federation for SaaS and PaaS enables user access and navigation between Oracle Cloud applications and third-party services.
The configuration and customization icon indicates enhancements that appear in other sections of this document.
APPLICATION COMPOSER
Oracle Sales Cloud Application Composer is a tool that enables you to extend and customize the application to meet the unique needs of your business.
SUMMARY BOXES FOR CUSTOM OBJECTS
Track KPIs for custom objects by creating aggregate-type summary boxes that show key metrics for custom top-level objects and all associated intersection and child objects. You can then hide or show the KPIs on overview pages for account, contact, household, and partner objects.
CREATE ACTION ON SUBTABS
You can now enable a Create button for subtabs that allows sales reps to create new records for related standard objects. With the ability to create new records for both standard and custom objects directly within subtabs, sales reps can save time and avoid the process of creating new records and then associating them to the parent record.
FULL-PAGE CREATE AND EDIT PAGES FOR SUBTABS
You now have the option to designate either inline or full-page record creation and editing for custom child object subtabs. The new, full-page create and edit option is useful when a greater number of fields is required, whereas the existing inline option offers the ability to quickly create and edit fields within a list. When full-page create and edit is configured, sales reps will enter record details within a full-page dialog box and will return to the list view when they save the record. To edit records, sales reps click the link in the record name field to open a full page for editing.
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CUSTOMIZABLE OBJECT ICONS
To ensure that sales reps can easily recognize each object in the application, you can now select the icon that appears on the home page, navigator, and subtabs on all of Oracle Sales Cloud’s simplified, desktop and mobile pages. Changes made to icons for any standard object or custom object update throughout the application.
CONFIGURATION AND CUSTOMIZATION OPTIONS FOR CONTACTS
Customize the contact card view to give sales reps quick access to the contact information they need most often. The default fields on the contact cards include contact name, title, main phone number, and email address. You can now hide, show or change the display order of standard or custom fields on the contact cards.
As an administrator, you can also hide or show the alphabet bar using Application Composer.
DIRECT LINKING FROM EMAIL
You can now include direct links to specific records in an email message. Clicking the link opens the record in Oracle Sales Cloud’s simplified pages.
CONFIGURABLE TASK OWNERS AND ASSIGNEES IN OBJECT WORKFLOW
Sales administrators can configure an object workflow to automatically create a task and assign the task to a single task owner or a group of task assignees. Task assignee names can be stored in a custom text or formula field type.
CONFIGURABLE EMAIL RECIPIENTS IN OBJECT WORKFLOW
Sales administrators can configure an object workflow email notification to be sent to one or more email addresses that are stored in a custom text or formula field type. You can configure email addresses in the To, CC, BCC lines or as a Reply To.
SANDBOX ENFORCEMENT
Application Composer helps ensure that your Oracle Sales Cloud instance is secure from untested customizations. Administrators can view customizations outside of a sandbox, but must make most changes to customizations and configurations within a sandbox.
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ENHANCED GROOVY VALIDATION
Validation warnings will now appear when you input incorrect variable type assignments into a groovy script. The warning includes the line number and the position of the error, so you can find and fix the issue.
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INTEGRATIONS
In addition to providing a wide set of prebuilt integrations, Oracle also provides an extensive set of tools and capabilities for building custom integration flows.
ORACLE INTEGRATION CLOUD SERVICE
Oracle Integration Cloud Service (ICS) is a next-generation integration platform that maximizes investment in both cloud and on-premises applications. Available through Oracle’s Platform as a Service, ICS helps integration developers develop, deploy, execute, manage and monitor integrations with a web-based, point-and-click interface. ICS offers comprehensive integration without the complexity by enabling developers to auto-associate existing Oracle Cloud subscriptions, build custom adaptors, or easily use adapters purchased from the Oracle Cloud Marketplace,. In addition to a generous roadmap, ICS currently offers:
• Graphical User Interface – A simplified integrations development interface targeted for citizen developers
• Monitoring Dashboard – Intuitive, prebuilt dashboard displays metrics and statistics used to monitor integrations
• Built-in Security – Oracle security for integration connections • Robust Error Management – Clear and intuitive warnings help developers find errors early
and follow with corrective action • Cloud Adapter SDK – SDK to build additional custom adapters • Cloud Marketplace – Library of common and niche pre-built integrations
Using ICS, Oracle Sales Cloud provides a new prebuilt integration option between Sales Cloud and Service Cloud. Additional prebuilt integrations on ICS are planned for future releases.
RESTFUL WEB SERVICES
RESTful Web services make it easier to build custom applications, such as mobile apps or custom UIs, and integrate with a wider array of applications. Oracle continues to invest in the creation of new RESTful Web service APIs for Oracle Sales Cloud by adding RESTful Web services for the following objects:
• Territories • Price Book • Product Items • Sales Promotions
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ID PROPAGATION AND FEDERATION FOR SAAS AND PAAS
A robust security structure is necessary to enable user access and navigation between Oracle cloud applications and third-party cloud services. The following options offer Single-Sign-On and Identity Propagation for Oracle Sales Cloud (SaaS), PaaS, and other cloud services:
• Single Sign On: Federation allows a user who is logged in to navigate between associated applications without having to reauthenticate for every application.
• Identity Propagation: SAML tokens enable user identity to be relayed from one application to another during a SOAP Web service call. The other associated application acknowledges the SAML token for a valid, logged-in user and allows the request to access a resource or make a Web service invocation. Oracle Sales Cloud REST services are protected by a multi-token SSL policy. User identity can be propagated, from PaaS, during REST invocation through JWT tokens.
• JWT Tokens for Callbacks: Oracle Sales Cloud can generate JWT tokens that can be captured and allow a valid logged-in user to make call backs into Sales Cloud or any other associated OPC cloud service. This is applicable to PaaS and third-party applications that are not associated with the same identity domain as Sales Cloud.
• UI Mashups: Mashups allow a user interface hosted on Oracle Public Cloud (OPC) to be embedded in a region (such as a subtab) in another cloud service. In this case, user context is shared between parent and child pages.
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SETUP AND MAINTENANCE
Oracle’s Setup and Maintenance tools have been updated for Release 11 with a new design, layout, and simplified navigation. Custom object assignment, enhanced customization migration and seeded role provisioning rules streamline Oracle Sales Cloud setup and maintenance.
UPDATED USER INTERFACE
Oracle's new design approach for mobile, desktop and Oracle Cloud applications offers a fresh visual design and modern layout for Oracle Sales Cloud’s setup and maintenance tools.
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ASSIGNMENT MANAGER
Assign the right sales reps and territories to core sales objects, such as opportunities, using territory dimensions or assignment rules. In Release 11, the assignment flows have been extended to include custom objects.
CUSTOM OBJECT ASSIGNMENT
The ability to assign territories to custom objects in Oracle Sales Cloud allows you to balance sales efforts that align with the unique aspects of your business. Assignment rules offer a simple approach to defining the criteria for matching values on custom or standard objects with territories.
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CUSTOMIZATION MIGRATION
The Customization Migration feature enables sales administrators to migrate Oracle Sales Cloud customizations and reports from a source instance to a target instance.
ENHANCED CUSTOMIZATION MIGRATION
Oracle Sales Cloud’s Customization Set Migration tool can now merge SOAP XSD documents, rather than overwriting the XSD documents from source to target. When an Oracle industry solution update occurs, SOAP Web Service XSD files are regenerated and include both the industry solution changes as well as any data model customizations.
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SIMPLIFIED SETUP
Oracle continues to invest in best practices and technologies that can simplify application setup and implementation. With simple master geography data load from Nokia and seeded data, Oracle Sales Cloud customers can save time and money.
ENHANCED MASTER GEOGRAPHIES LOAD
The Import Nokia Data option allows you to load master geography data quickly and easily. With Release 11, you can select and load master geography data from Nokia for Singapore, UAE and over 60 countries spanning the EMEA, APAC and LAD regions.
SEEDED ROLE PROVISIONING RULES
Oracle Sales Cloud setup is made easier with seeded Human Capital Management role provisioning rules. Supported Oracle Sales Cloud roles include:
• Sales Administrator • Sales Lead Qualifier • Sales Manager • Sales Representative • Sales Vice President • Channel Account Manager • Channel Sales Manager • Channel Operations Manager • Contingent Worker • Partner Administrator • Partner Sales Manager • Partner Sales Representative • Contract Administrator • Contract Manager • Customer Data Steward • Data Steward Manager • Employee
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