What's New… in R10! SEP 22, 2015

Call Reports

Call Reports Cont.….  STEPS TO ENABLE  1. To use the new Call Report app, users must download the app from the Apple App Store or Google Play. Note : Users must also have an active Oracle Sales Cloud user account.  2. Start the app.  3. Enter the host name for your Oracle Sales Cloud instance. To determine your company’s Oracle Sales Cloud host name, follow these steps: a. On the desktop, sign in to Oracle Sales Cloud and go to the accounts page or contacts page.  View your browser address line. The host name for your company’s Oracle Sales Cloud instance is the part after the to the next slash (/). For example: if the URL is: fap0655-crm.oracle.com /customer/faces/CrmFusionHome, then use the host name: fap0655-crm.oracle.com

Interface Changes

Search Filtering

Recurring Opportunities

Campaigns

Business Unit Field

Territory Management Note: You will need to refer to the new R10 documentation for territory management setup. Note: Quota Management and Territory Management have now been separated into two menu items in the Navigator.

Products - Analysis Note: This needs to be turned on in while in a sandbox in the settings from the SUI homepage. It will be nested under accounts.

Partners

Partners cont.…

FSM or S&M

API’s – application programming interface

OSN - Hashtags

OSN – Social Icons Note: The Social icon has been removed from the Oracle Applications Cloud global header area. You now access Oracle Social Network from the Navigator menu or Home page.

New BI Design Tool

9 New Reports for Incentive Compensation  Classic dashboard reports are now available in a simplified, visual format. These prebuilt reports are available from the Analytics home page within Oracle Sales Cloud’s simplified pages:   My Attainment vs. Goal   My Credit Details   My Earnings by Credit Category   My Earnings by Plan Component   My Earnings vs Target Incentive   My Payment Summary   My YTD Earnings and Payment Summary   My Team's Attainment Comparison Report   My Team's Credit Details Report Note: Classic dashboards and reports are still accessible from the reports and analytics bin.

New BU - Oppy & Lead Note: You can specify a business unit when creating an opportunity or a lead. The Status drop-down list is specific to the business unit that you selected.

Mass Selection - Contacts Note: You can select multiple items in a list simply by clicking anywhere in the card.  You can select multiple contacts by choosing an action, such as Merge Contacts, and then selecting the contacts from a list. The check box column has been removed from the list. Now, using the simplified UI, you click anywhere in the contact card or, if you’re using the desktop, anywhere in the list row to select a contact. Click as many contacts as you want and then perform the action.

Do Not Call Management Note: If you use these they are tagged with role privileges, you will need to reference documentation and update appropriate roles.  Contact preference attributes allow you to indicate which phone numbers, s, and addresses your clients don't want you to use. You indicate whether there is a restriction (Do not) or permission (Do) in the Preference attribute, and you can select a Reason Code for the preference.

“Environment Refresh” See Doc ID on how to submit an SR to get an environment refresh done.

Documentation

Reports

New URL