Enable Sales Intelligence Features

You can enable the Sales Intelligence features provided by Oracle from the Setup and Maintenance work area. Here's how.

  1. In Setup and Maintenance, open the Enable Sales Intelligence task:
    • Offering: Sales
    • Functional Area: Intelligence in Sales
    • Task: Enable Sales Intelligence
  2. On the Enable Sales Intelligence Features page, Select Features panel, click Start.
  3. Select the features that you want to enable.
  4. Click Continue.

    The application runs a process to determine if you have sufficient data to enable the features. This process may take a while to complete, so you can close the flow and wait for a notification email.

  5. On the View Feature Eligibility Report page, you get feedback if you have sufficient data for each feature. Optionally, you can enable and disable features here as well.
  6. Click Continue.
  7. The Verify Recommended Features step lists the features you are enabling by technology. You must complete any additional configuration steps in the admin UIs for each technology.
  8. Click Continue.
  9. In the Configure Recommended Features page, you can click the links to open the administration UIs for technologies related to the features you enabled. Links are available for Adaptive Intelligence and Machine Learning (Similar Accounts). There is no direct link for Sales Insights. You can also navigate to these UI pages separately.