TABLE OF CONTENTS

DOCUMENT HISTORY ······························································································································································································· 4

UPDATE 18A ······························································································································································································· 4

Revision History ························································································································································································ 4
Overview ······································································································································································································· 4
Core Sales Force Automation ···························································································································································· 5
Leads and Opportunities ································································································································································· 5
Integration of LinkedIn Sales Navigator with Leads ········································································································ 5
Dynamic Layout for Opportunity Product Information ···································································································· 5
Ability to Disable Opportunity Cascading Logic ················································································································ 5
Flexible Revenue Amount ························································································································································· 5
Ability to Manage Competitors in Opportunities ··············································································································· 5
Business Plans ····················································································································································································· 6
Business Plan Classes ······························································································································································ 6
Sales Prediction Engine ··································································································································································· 6
Full Set of Account Attributes for Lead Generation Using Sales Predictor ···························································· 6
CX Cloud Mobile ······················································································································································································· 6
Push Notifications for Service Requests ····························································································································· 6
Sales Analytics ·························································································································································································· 7
Reports and Analytics Page UI ··············································································································································· 7
Analytics Side Tabs and Subtabs for Custom Object Pages ······················································································ 7
Program Enrollment Reporting ··············································································································································· 7
Partner Assessment Reporting ··············································································································································· 7
Partner Relationship Management ·················································································································································· 7
Partner Assessments ································································································································································· 7
Partner Association within Activities ····································································································································· 7
Direct Access to Partner Contacts using RESTful Services ························································································ 8
Customer Data Management ······························································································································································ 8
RESTful Services to Resolve Duplicates ···························································································································· 8
RESTful Services to Fetch Address Formats Based on Countries ··········································································· 8
RESTful Services to Synchronize Accounts and Contacts with Import Definitions ············································· 8
Sales Performance Management ······················································································································································ 8
Sales Forecating ·················································································································································································· 8
Forecast Sort in Chronological Order ··································································································································· 8
Territory Management ······································································································································································· 9
Top-Level Territory Creation Using Simple Territory UI ································································································ 9
Search Customer Inclusions and Exclusions ···················································································································· 9
Incentive Compensation ·································································································································································· 9
Credit Category for Estimated Compensation Deals ······································································································ 9
Multiple Versions of Plan Document in Sales Compensation Work Area ······························································· 9
Transaction Attribute Consistency Across Incentive Compensation Subject Areas ··········································· 9
Contracts ······································································································································································································ 9
Sales Contracts ···················································································································································································· 9
Contracts Landing Page ···························································································································································· 9
Additional Dimensions for Enterprise Contracts Reports ···························································································· 10
Additional Web Services Operations for Repository Contracts ················································································ 10
Service Contracts ·············································································································································································· 10
Service Contract Billing Templates ····································································································································· 10
Manual Price Adjustments for Coverage Lines ··············································································································· 10

2
 Import Pricing and Billing Information for Service Contracts ····················································································· 10
Communicating and Quoting for Service Contracts ······································································································ 10
Installed Base Integration for Asset Transactions ········································································································· 11
Digital Customer Service ···································································································································································· 11
Additional Chat Fields ······························································································································································ 11
Business Unit Support in an Application ··························································································································· 11
Selection of Product Groups in Service Requests ········································································································· 11
Import Self-Service Roles ······················································································································································· 11
Service Request Management ························································································································································· 12
Multiple Business Units in Service ······································································································································· 12
Service Bell and Mobile Push Notifications ······················································································································ 12
SmartText Enhancements ······················································································································································ 12
Usability Enhancements ·························································································································································· 13
Action Plans ················································································································································································· 13
Omnichannel Framework ··································································································································································· 13
Live Window for Voice and Chat ·········································································································································· 13
Service Channels ···················································································································································································· 14
Service Monitoring for Connected Assets ························································································································· 14
Photo and Video Support in Social Service Requests ································································································· 14
Capture Tags for Social Service Requests ······················································································································ 14
Configuration ···························································································································································································· 14
Custom Business Object Public Unique ID Field ··········································································································· 15
Commit Transactions and Navigate to Create or Edit Pages Using Custom Actions ······································ 15
Ability to Schedule Custom Business Logic Using Groovy ························································································ 15
Full-Page Create and Edit with Dynamic Layout for Custom Child Objects ························································ 15
Default Search Configuration on Custom Subtabs ········································································································ 15
Ability to Embed External Web Applications as an iFrame Subtab or a UI Region of Summary Subtab ·····
16
Ability to Delete Unpublished Summary Box ··················································································································· 16
Applications List in Application Composer ························································································································ 16
Default Behavior of New Custom Fields as "Not Searchable" ·················································································· 16
Set-Enabled Lookup Fields as Custom Fixed Choice List Field Filters ································································· 16
Setup and Maintenance ······································································································································································· 16
Simplified Setup ················································································································································································· 16
Create Company Information Page Capabilities ············································································································ 16

3
DOCUMENT HISTORY

This document will continue to evolve as existing sections change and new information is added. All updates
appear in the following table:

Date Update Version Notes

12 JAN 2018 Update 18A Delivered new features in update 18A.

UPDATE 18A

REVISION HISTORY
This document will continue to evolve as existing sections change and new information is added. All updates
appear in the following table:

Date Feature Notes

12 JAN 2018 Created initial document.

OVERVIEW
As part of the Customer Experience suite, Oracle Engagement Cloud combines sales and service capabilities
in one solution with a unique combination of sales automation, service request management and knowledge
management. Using Engagement Cloud, sales and service professionals can deliver consistent answers to
customer questions and ensure that issues are resolved efficiently and effectively. Organizations can improve
customer satisfaction and loyalty while enabling up-sell opportunities, particularly for high-touch and high-value
customer engagements.

Engagement Cloud Release 13 includes digital customer service, multi-channel interactions, field service
integration as well as enhancements to the CX Enterprise Mobile application and Sales Data Visualization.
Engagement Cloud also includes a new email integration option for sales teams using Outlook 365, more
advanced content and list management and an array of new capabilities that increase productivity.

DISCLAIMER

The Information contained in this document may include statements about Oracle’s product development
plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of
future product releases. Accordingly, this Information is provided to you solely for information only, is not a
commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing
decisions. The development, release, and timing of any features or functionality described remains at the sole
discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or
affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices
and Terms of Use for further information.

4
 CORE SALES FORCE AUTOMATION

LEADS AND OPPORTUNITIES

INTEGRATION OF LINKEDIN SALES NAVIGATOR WITH LEADS

View relevant information from LinkedIn Sales Navigator directly within your Lead profile page. With the
LinkedIn Sales Navigator integration, you can benefit from the following:

Seamless access to a lead's LinkedIn Social Profile to gain additional insights and social intelligence.
Increase in leads database by accessing additional leads with "Similar Social Profiling".
Improved relationships and communication through icebreakers, introductions, and mutual connections.

This integration requires Team or Enterprise licenses for LinkedIn Sales Navigator.

DYNAMIC LAYOUT FOR OPPORTUNITY PRODUCT INFORMATION

View and edit opportunity revenue on a form layout. Dynamic revenue forms enable you to do the following:

See pertinent revenue information without scrolling.

See a set of fields based on the defined product.

ABILITY TO DISABLE OPPORTUNITY CASCADING LOGIC

Update your opportunity summary information without automatically updating revenue line values. By default,
core opportunity attribute values cascade to the existing revenue lines. When disabled, updates to the
opportunity header attributes will not propagate to the revenue lines.

FLEXIBLE REVENUE AMOUNT

Determine which revenue lines to include when calculating an open opportunity's revenue. By default, open
opportunity revenue is the rolled-up amount of all open revenue lines for that opportunity. You can now
configure the system to include both open and won revenue lines in that calculation.

ABILITY TO MANAGE COMPETITORS IN OPPORTUNITIES

Manage opportunity competitors using the extensible Competitors subtab.

5
 BUSINESS PLANS

BUSINESS PLAN CLASSES

Create new business plan classes. For example, you can create a business plan class for sales
representatives, to use in addition to the supplied classes, such as account and partner plans. Use the Manage
Business Plan Classes task to:

Create new business plan classes.

Set a default class by changing the display sequence.
Disable supplied business plan classes that are not needed.

SALES PREDICTION ENGINE

FULL SET OF ACCOUNT ATTRIBUTES FOR LEAD GENERATION USING SALES PREDICTOR
Use all the available account-related standard and custom attributes to generate leads using Sales Predictor.
This capability scales current capability to enable you to use any attribute to target a potential lead based on a
variety of standard and custom attributes.

CX CLOUD MOBILE

PUSH NOTIFICATIONS FOR SERVICE REQUESTS

A critical element to great customer service is the ability to respond quickly to customer requests and changing
events. To enable users to do this, Engagement Cloud has introduced a push notification framework.

This notification framework enables users such as Service Agents and Managers to receive push notifications
on their mobile device to notify them of an event on Service Request objects.

These push notifications can be configured to provide immediate insight into events such as an approaching
SLA milestone or Service Request assignment. Once logged in to the mobile application, users can see a list of
their notifications by clicking the top left bell icon. Users also have the ability to perform bulk dismissals on
several notifications at the same time.

Notifications can be defined within Application Composer with your unique conditional logic to decide when to
raise each notification. For example, you can define alerts for upcoming SLA milestones, reassignments or
escalations. The administrator can also decide whether to enable mobile push for certain notifications, or only
deliver the alert to the Bell tray. (Notifications always go to the users Bell tray to ensure delivery even if mobile
notifications are disabled). Clicking the notification and navigating to the record details marks the notification as
read and is cleared from the notification list.

Push notifications are supported on iOS and Android devices.

6
 SALES ANALYTICS

REPORTS AND ANALYTICS PAGE UI

Reports and Analytics page on Sales Cloud has been updated to the Simplified UI, to make it more user
friendly to view and create report using the step-by-step approach for beginner users.

ANALYTICS SIDE TABS AND SUBTABS FOR CUSTOM OBJECT PAGES

Embed BI content on the custom object by exposing Analytics side tabs (Custom object landing page) and the
Analytics subtabs (Custom object detail page).

PROGRAM ENROLLMENT REPORTING

Use the Program Enrollment subject area to create reports on enrollments and all relevant attributes including
custom attributes.

Create a custom subject area with Program Enrollment as the primary object and select child or related objects
appropriately based on the relationships defined.

PARTNER ASSESSMENT REPORTING

Use the Partner Assessments subject area to:

Create reports to evaluate partners using their assessment scores.

Compare assessments submitted across different partners.

PARTNER RELATIONSHIP MANAGEMENT

PARTNER ASSESSMENTS
Evaluate partners at different stages of the partner life cycle using the Assessments tab in the Partners work
area. For example, you can use the partner assessment feature to evaluate a prospective partner during the
recruitment process.

PARTNER ASSOCIATION WITHIN ACTIVITIES

Tracking your partner activities provides you deeper insights into your business. You can now define partners
as well as accounts on activities that enables you to create reports for both partner and account activities

7
DIRECT ACCESS TO PARTNER CONTACTS USING RESTFUL SERVICES
Access partner contacts directly using RESTful services. For example, you can quickly search for a partner
contact using just the partner contact's email ID.

CUSTOMER DATA MANAGEMENT

RESTFUL SERVICES TO RESOLVE DUPLICATES

View reports on duplicate resolution for accounts and contacts using RESTful services. If the duplicate
resolution process merged records then the merge details are sent to the subscribing applications.

RESTFUL SERVICES TO FETCH ADDRESS FORMATS BASED ON COUNTRIES

Configure formatting requirements based on business-specific settings on the Manage Address Format
Configuration page in the Setup and Maintenance work area. Develop a user interface using REST APIs that
allows entry of only valid addresses for countries based on customer address format configurations and
existing geography data.

RESTFUL SERVICES TO SYNCHRONIZE ACCOUNTS AND CONTACTS WITH IMPORT

DEFINITIONS
Enable common object definition and standard mapping among RESTful service and import interfaces to
simplify integration. Use the following to simplify integration:

Address elements at header level added for the Account and Contact REST object.
CurrencyCode attribute.

SALES PERFORMANCE MANAGEMENT

SALES FORECATING

FORECAST SORT IN CHRONOLOGICAL ORDER

Sort completed forecast items by Due Date chronologically, with the latest record being the first on the list.

8
 TERRITORY MANAGEMENT

TOP-LEVEL TERRITORY CREATION USING SIMPLE TERRITORY UI

Create the top-level territory, also called the Global territory, using the simple Territories UI. You no longer
need to go to the More Details page to create a territory proposal in order to create the top-level territory.

SEARCH CUSTOMER INCLUSIONS AND EXCLUSIONS

Manage large volumes of named accounts through the new search capability available in the included and
excluded customer lists.

INCENTIVE COMPENSATION

CREDIT CATEGORY FOR ESTIMATED COMPENSATION DEALS

Enter a credit category when creating or updating estimated compensation deals. If you provide a credit
category, then the estimator skips the classification process and uses the specified credit category to match
the deal with the correct compensation plan and plan components.

MULTIPLE VERSIONS OF PLAN DOCUMENT IN SALES COMPENSATION WORK AREA

View compensation plan documents that are either pending your acceptance or were previously accepted or
rejected by you. The compensation plan documents are displayed in the descending order of published date
and you can toggle between each document.

TRANSACTION ATTRIBUTE CONSISTENCY ACROSS INCENTIVE COMPENSATION SUBJECT

AREAS
Provides a consistent list of transaction attributes across all Incentive Compensation transactional subject
areas including descriptive flexfields. Eliminates the need to make cross-subject area joins to create reports on
transaction attributes and flexfields thereby increasing performance and usability.

CONTRACTS

SALES CONTRACTS

CONTRACTS LANDING PAGE

Use the following capabilities to manage contracts on the Contracts landing page:

Manage lists.
Create and edit personalized lists.

9
 Use the advanced side filter to include multiple attributes in the search criteria.
Select and manage columns displayed in the work area lists.
Export lists to Microsoft Excel.

ADDITIONAL DIMENSIONS FOR ENTERPRISE CONTRACTS REPORTS

Use the following dimensions in the Enterprise Contracts subject area to create your own reports:

Contract Risk
User Status
User Status History
Assignee
Related Contract
Contract Deviation

ADDITIONAL WEB SERVICES OPERATIONS FOR REPOSITORY CONTRACTS

Capture signed details and activate repository contracts through web services using new operations.

SERVICE CONTRACTS

SERVICE CONTRACT BILLING TEMPLATES

Simplify the process of creating a service contract by performing the following tasks:

Create standard templates with pricing and billing attributes including invoicing rule, billing frequency,
billing date, and partial period type. When you create a service contract, the attribute values in the
template are automatically populated on the contract.
Define flexible contract rules to apply billing templates to contracts during contract creation. You can also
specify invoice text for coverage and subscription lines at a granular level.

MANUAL PRICE ADJUSTMENTS FOR COVERAGE LINES

Specify manual price adjustments for coverage lines during the contract authoring and negotiation process.

IMPORT PRICING AND BILLING INFORMATION FOR SERVICE CONTRACTS

Import the following information when importing service contracts:

Pricing information for subscription and coverage lines.

Manual pricing adjustments for subscription and coverage lines.
Itemized billing schedule attributes for subscription and coverage lines.
Usage billing attributes for subscription lines.
Additional billing attributes including transaction type and billing date.

COMMUNICATING AND QUOTING FOR SERVICE CONTRACTS

Send notifications automatically when certain contract events occur. Integration with BI Publisher makes it easy
for contracts to generate renewal quotations and other customer communications accurately.

10
INSTALLED BASE INTEGRATION FOR ASSET TRANSACTIONS
Support provided for asset transactions such as split, replacement and upgrade using PL/SQL APIs.

DIGITAL CUSTOMER SERVICE

ADDITIONAL CHAT FIELDS

There are three new fields available in the Chat component's Chat Initiation Dialog: Product, Category and
Service Request. These new fields are used to find the best available agent for the chat.

In the property inspector for the Chat component, the designer can choose whether each of these fields is
visible or not. The designer can also specify if each field is mandatory or not.

The Product field can be configured to allow selection of products only, product groups only, or both. Contact ID
and Account ID are also automatically passed for authenticated users.

BUSINESS UNIT SUPPORT IN AN APPLICATION

Business units are a way to partition Engagement Cloud to support multiple company divisions on a single
instance. Digital Customer Service now provides support for an application to be associated with one business
unit. Implementers will need to create a separate application for each business unit they wish to support.

The following data can be partitioned:

Service requests
Channels and the channel type lookup
Categories
Products and product groups

SELECTION OF PRODUCT GROUPS IN SERVICE REQUESTS

The Service administrator can now choose whether the product selector allows selection of products only,
product groups only, or both. This gives the service organization more flexibility in determining what level of the
product hierarchy they want customers to be able to select when creating service requests.

IMPORT SELF-SERVICE ROLES

Implementers can now import user accounts from another self-service system to Digital Customer Service. The
user accounts are created and assigned appropriate job roles by importing data into the Self-Services roles
object.

11
 SERVICE REQUEST MANAGEMENT

MULTIPLE BUSINESS UNITS IN SERVICE

Business units allow you to segment your transactional data and many of the reference data used in the
service process, allowing each service organization flexibility in how service interactions are
managed. Business units can represent a variety of organizational models whether you divide service work by
product divisions, geographies, brands, or other groups. With multiple business units enabled, your
organization can do the following:

Manage the service request process across multiple business units

Associate each business unit with its own service product catalog
Create service categories for each business unit
Associate outbound service email templates for each business unit
Create email and social channels specific to each business unit
Prioritize and assign work differently for each business unit by creating business unit-specific queue
assignment rules
Provide global service analytics to executives while providing other individuals with analytics for just their
business unit(s)

SERVICE BELL AND MOBILE PUSH NOTIFICATIONS

This release enhances the notifications framework by simplifying the process to raise notifications to the Bell
notifications tray and introduces a new mechanism to send push notifications to employee mobile devices.

For many releases, the employee web application has provided a Bell notification tray in the top navigation bar
to display alerts for the user. Engagement Cloud has now enabled this framework to display notifications for the
Service Request object. The Service application can now present a notification to the employee when a specific
trigger condition occurs relating to a service request so that immediate action can be taken in response to a
customer inquiry.

Additionally, the notification can be delivered as a push notification to the employee's mobile device on iOS and
Android. If the mobile user has the Oracle CX Cloud Mobile application installed, he or she can also tap on the
notification to drill directly to the relevant service request.

Notifications can be defined within Application Composer with your unique conditional logic to decide when to
raise each notification. For example, you can define alerts for upcoming SLA milestones, reassignments or
escalations. The administrator can also decide whether to enable mobile push for certain notifications, or only
deliver the alert to the Bell tray. (Notifications always go to the users Bell tray to ensure delivery even if mobile
notifications are disabled). Clicking the notification and navigating to the record details marks the notification as
read and is cleared from the notification list.

SMARTTEXT ENHANCEMENTS
The SmartText feature enables service agents and supervisors to insert snippets of reusable rich text
into service request messages and problem description, dramatically reducing the number of keystrokes
required and improving the consistency of written communication. With this release, the user experience for
both SmartText authoring and usage within service requests have been enhanced.

12
The user interface has been enhanced with a new rich text editor that allows users to type-ahead directly inline
while authoring a SmartText or composing a service request note.

Agents can type the ‘#’ symbol from within an service request message or problem description to bring
up a list of available SmartText.
Supervisors can use the ‘@’ symbol when authoring a SmartText to bring up a list of merge field
variables.

Additionally, the toolbar for the rich text editor now supports additional HTML formatting including:

The toolbar in service request messages now supports the ‘Image’, and ‘Table’ formats.
The ‘Table’ format is also available when authoring a SmartText.

USABILITY ENHANCEMENTS
This release of Oracle Engagement Cloud introduces several usability enhancements to Service Request
Management including:

From the Service Request List, a user now has the ability to open a custom object associated with a
Service Request as a top-level dynamic tab within the Service workspace. This productivity enhancement
allows users to quickly and easily access associated custom objects and view additional information
without leaving the context of their current activity.
The Product Selector on a Service Request now supports the ability to view multiple recently viewed
items. This greatly reduces the amount of time and effort spent when selecting frequently used products.
Service Request Messages now provide the ability for a user to effortlessly insert a link to a knowledge
article. Through the use of automatic deep links, agents can simply enter a knowledge article reference
number in the message text and the system will auto-create the URL and create a relationship to the
linked article. This simplifies the agent experience and improves data consistency.

ACTION PLANS
Enforce company best practice procedures by associating action plans to your customer service requests.
Action plans ensure consistency by allowing you to set up Action Plan templates with prescribed sets of steps
or actions that must be completed to properly resolve certain types of service requests. Action Plans are then
applied to different types of service requests and provide ongoing visibility into the status and ownership of
actions within an overall plan. The graphical view displays the overall flow of the action plan, depicts any
prerequisite steps, and uses color coding to indicate the status of each step. Estimated completion dates are
tracked and delays are highlighted as warnings. Action owners are assigned as the plan progresses and the
status of each individual action provides insight into the overall health of the action plan.

OMNICHANNEL FRAMEWORK

LIVE WINDOW FOR VOICE AND CHAT

As part of the Omni-channel strategy, this release of Engagement Cloud introduces Live Window. In previous
releases, 3rd party telephony vendors could embed their control toolbars into a persistent horizontal region
within the Engagement Cloud pages. With the introduction of Live Window, your organization has the option of
displaying the embedded horizontal toolbar or you can choose to use the Live Window instead.

13
Live Window accommodates the controls for both 3rd party telephony vendors and the built-in Oracle chat
functionality to be located together on a separate browser window. This additional window simplifies the user
experience when working across multiple channels and provides the agent with additional flexibility for handling
inbound interactions. By locating all of the omni-channel controls for both telephony and chat on a separate
browser window, users have the ability to view their omni-channel controls side by side with their Engagement
Cloud application window or move it to a second monitor.

SERVICE CHANNELS

SERVICE MONITORING FOR CONNECTED ASSETS

Combine Oracle Engagement Cloud with IoT to deliver proactive service for customers with connected
assets. This release introduces an end-to-end solution for proactive service using Oracle's Internet of Things
(IoT) Cloud Service to electronically monitor connected assets for potential faults and issues. Create rules in
Oracle IoT Cloud to identify incidents requiring attention, and automatically synchronize the incident as a
service request to Engagement Cloud for proactive follow up by your customer service team. The service
request can automatically be assigned to the appropriate agent using existing routing methods,. The agent is
then able to review diagnostic data from the device and take remote actions if the device permits, directly from
the service request page. When the service request is closed, the corresponding incident in IoT Cloud is also
automatically closed.

By extending Oracle Engagement Cloud with IoT, your organization can accelerate resolution of service
incidents through early detection of real and potential failures, reduce service disruptions by diagnosing
problems before an end user may even be aware of the issue, and improve the customer experience by
reducing the need for customers to provide data or take troubleshooting actions themselves.

PHOTO AND VIDEO SUPPORT IN SOCIAL SERVICE REQUESTS

Service Request messages received from the social channel (forwarded from Oracle Social Cloud) can now
include Photos and Videos attachments. The attachment type appears as a URL in the message which the
agent can use to drill down to review.

CAPTURE TAGS FOR SOCIAL SERVICE REQUESTS

Oracle Social Cloud supports labels (tags) on social posts that can indicate a variety of contextual information
that are helpful in the service process. In this release, the social monitoring channel now captures the tags into
Engagement Cloud when the service request is created. Although tags are not exposed in the service request
user interface, you can use Groovy scripts to leverage these tags in your implementation to update fields on
the Service Request. For example, you can mark an SR critical if the social post has a tag of 'Customer Churn'
or mark the appropriate Service Request Category or Product Group based on a tag, which can then be used
for more targeted queue assignment.

CONFIGURATION

14
CUSTOM BUSINESS OBJECT PUBLIC UNIQUE ID FIELD
The Public Unique ID (PUID) Record Number field is available on existing and new custom business objects.
You can configure the Record Number field as a searchable field using Application Composer. This action
enables the field to be available on the search list definitions. PUID fields of existing objects are not assigned a
value automatically. The application generates and assigns a PUID value to a custom business object record
created after upgrade unless you explicitly assign it a value.

You can configure the custom object PUID naming patterns with the same setup task you use to define PUID
patterns for other objects. If a custom business object does not have a PUID configuration, then the application
assigns a value based on the default PUID pattern.

If you have configured a PUID prefix and radix for an object, then the PUID value is generated with a prefix and
radix value. If you have not configured a prefix, then only a radix value is generated.

NOTE: PUID values for custom objects must be unique across all custom objects.

COMMIT TRANSACTIONS AND NAVIGATE TO CREATE OR EDIT PAGES USING CUSTOM

ACTIONS
Assign new runtime behaviors to script-based custom actions of top-level custom objects. You can create
custom actions that do the following:

Run a custom script.

Commit open transactions.
Automatically navigate from the details page to the landing page or from the create page to the details
page.

You can add these custom actions to top-level custom object record details (edit) and creation pages.

ABILITY TO SCHEDULE CUSTOM BUSINESS LOGIC USING GROOVY

Call an object function at a scheduled time using the Enterprise Scheduler. You can use this function to
process a set of records on a daily or weekly basis, asynchronously, where you do not need to see immediate
feedback in the UI.

NOTE: You can schedule only those object functions that have the visibility set to “Callable by External
Systems”.

You can configure complex custom logic using groovy scripts. The scripts can be used for batch processing a
smaller manageable set of records per job by breaking a job into smaller chunks.

FULL-PAGE CREATE AND EDIT WITH DYNAMIC LAYOUT FOR CUSTOM CHILD OBJECTS
Create and edit opportunity revenue in a full-page UI. You can now configure custom child objects to have full-
page form UI for create and edit page layouts based on user, record values, or Groovy expression.

DEFAULT SEARCH CONFIGURATION ON CUSTOM SUBTABS

Ability to set the default search filter on custom subtabs.

15
ABILITY TO EMBED EXTERNAL WEB APPLICATIONS AS AN IFRAME SUBTAB OR A UI REGION
OF SUMMARY SUBTAB
Embed external web application content as an iFrame in Oracle Sales Cloud custom object pages, either as a
sub tab, or as an expandable UI region in the summary sub tab of an object details page.

ABILITY TO DELETE UNPUBLISHED SUMMARY BOX

Delete the unpublished summary box from the sandbox.

NOTE: You cannot delete published and standard content.

APPLICATIONS LIST IN APPLICATION COMPOSER

Select an application from a list of available deployed applications in a drop down list in Application Composer
supporting ERP and SCM Cloud extensibility. If you have deployed ERP and SCM Cloud and CRM Cloud,
then you can use the Application drop-down list to switch between these two families.

DEFAULT BEHAVIOR OF NEW CUSTOM FIELDS AS "NOT SEARCHABLE"

By default, new fields are set to "not searchable". However, you can make the field searchable when creating
or updating the field.

Searchable fields are available for selection, as an additional search criterion, from the Add choice list in the
Advanced Search mode. You can use the searchable fields in filtering criteria in dynamic choice lists, subtabs,
pickers, and relationships and as the default search filter on subtabs.

SET-ENABLED LOOKUP FIELDS AS CUSTOM FIXED CHOICE LIST FIELD FILTERS

Define the list members of custom fixed-choice lists by using a set-enabled standard fixed choice list field as
the parent.

NOTE: This business-unit-aware capability extends to custom fixed-choice List fields.

SETUP AND MAINTENANCE

SIMPLIFIED SETUP

CREATE COMPANY INFORMATION PAGE CAPABILITIES

Use the Create Company Information page to do the following:

Automate the creation of a lightweight enterprise structure.

Add business user attributes to the initial user.
Create the role mapping seed data for CRM resource roles.

16
---

17
Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

This document is provided for information purposes only, and the contents hereof are subject to change without notice.This document is not warranted to be error-free, nor subject to any
other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically
disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced
ortransmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission.

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation.All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC
International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The
Open Group.

18