Enable Sales Insights

Sales Insights data is mined, evaluated, and analyzed through data analytical and statistical modules. Adaptive Search finds key metrics and calculates standard deviations, averages, and margins to deliver insights.

You can also enable sales recommendations for Sales Insights for the Redwood User Experience. The sales recommendation feature analyzes text of notes and call logs and recommends follow-up tasks and appointments. When enabled, this feature replaces the automatic creation of a task after call wrap ups. See Enable Sales Recommendations for more information.

You enable the feature using the opt-in task. If you've permission to configure offerings, then you can use the New Features page to opt in to Sales Insights feature:

  1. Click Navigator > My Enterprise > Offerings work area.

  2. On the Offerings page, select the Sales offering.

  3. Click Change Feature Opt In.

  4. For the Sales root node, click the edit link (pencil icon).

  5. From the Edit Features page, find Sales Insights and select the checkbox in the Enable column.

  6. On the Opt In page, click Done to save the changes and return to the Offerings page.

For more information, see the New Feature Opt-In section of the Oracle Applications Cloud - Using Functional Setup Manager guide on the Oracle Help Center (docs.oracle.com).

Next, you must schedule Sales Insights data processes. For instructions about how to schedule the jobs, see the related links.

You must have the following privileges to work with Sales Insights and run these processes:
  • ZCA_VIEW_SALES_INSIGHTS_PRIV

  • ZCA_SALES_INSIGHTS_JOB_PRIV

  • FUSION_APPS_CRM_ESS_APPID

Process

Frequency

Generate Sales Insight Metrics

Once a week

Generate Sales Insight Facts

Once a week

Generate Sales Insight Facts Using Signals

Daily

Purge Redundant Sales Insight Facts

Once a month

You must ensure that both the Generate Sales Insight Facts Using Signals and the Generate Sales Insight Facts onboarding processes for the insights features have fully completed with a successful data sufficiency status of Sufficient.

Here are the high level steps that needs to be done to ensure you enable and get access to sales insights.
Note: The Employee (Abstract Role) is required to view Sales Insights.
  1. Sign in to Oracle CX Sales using Administrator role.
  2. In the Setup and Maintenance work area, go to the following:
    • Offering: Sales
    • Functional Area: Intelligence in Sales
    • Task: Enable Sales Intelligence

    Screenshot shows the Enable sales Intelligence task

  3. From the Enable Sales Intelligence Features page, click Start and select the features you want.

    When you've selected the features, a message will display that an eligibility report will run and the application will close. Wait to receive a confirmation email before proceeding.

  4. Once you receive the confirmation email, navigate to the Enable Sales Intelligence again as per step 2.
  5. Click Resume to display the View Features Eligibility Report.

    This report lists the thresholds and data usage of factors that contribute to the overall data sufficiency for each of the sales intelligence features selected.

  6. Expand the report and make sure the data for your enabled insight feature is sufficient and that the Overall Status contains the Sufficient value.

    The overall status can contain one of these values for the sales intelligence feature:

    • Insufficient : Your application has insufficient data to analyze and activate the feature
    • Emerging : Your application has some data to analyze but that isn't sufficient to activate the feature
    • Sufficient : Your application has sufficient data to analyze and activate the feature.
  7. From the Verify Recommended Features section, select all the features that you require.
  8. Click Continue.
  9. Click Done.
Note:

To support opt in with custom layouts for the Account, Lead, and Opportunity objects, you must go to Application Composer and click Show in the Sales Insights section for your custom layout object. See the Enable Sales Insights for Custom Layouts section in this topic for more details.

Enable Sales Insights for Custom Layouts

Here are the steps to display the Sales Insights section for a custom account layout page. You can also follow similar steps to show the Sales Insights section for custom sales lead and opportunity layout pages.

Note:

When you first enable Sales Insights for a business or custom object, then all other objects that support the Sales Insights feature are automatically enabled and ready for use.

  1. Ensure you're working in an active sandbox.

  2. Click Navigator > Configuration > Application Composer.

  3. In the Objects navigation tree, expand Standard Objects and then expand the object whose pages you want to change. For example, select the Account object.

    Note:

    Select the Sales Lead object to display Sales Insights section for the leads UI and select Opportunity object to display Sales Insights section for the opportunities UI.

  4. Click the Pages node.

  5. Ensure that the Application Pages tab is selected for either the account, contact, household, or partner object.

  6. In the Details Page Layouts region, edit the relevant layout.

    If none exists, then duplicate the standard layout using the duplicate layout icon, and edit the resulting layout.

  7. In the Details Layout page for Account, click the Profile tab.

    Note:

    Click the Summary tab if you're displaying the Sales Insights section for leads and opportunities.

  8. In the Sales Insights region for the selected object, click Show to show the Sales Insights region at runtime.

    Here's an example screen shot for the Account object.

    Screenshot of Sales Insights region in Application Composer with the Show link highlighted
  9. Click Save and Close, then Done.

  10. Publish the sandbox according to your company's business practices.