1. Implementing Sales
  2. Overview of the Show Smart List Filter

Overview of the Show Smart List Filter

Salespeople can reduce the amount of navigation and clicking during searches by adding the Show Smart List filter to the Ask Oracle bar on any list page. The filter displays a list of the most relevant records based on a calculated score. The records with higher scores appear higher in the list.

For example, adding the filter on the Accounts list page, displays a list of accounts ranked by the number of times a salesperson has opened each account, its contacts, and its opportunities, and how recently they opened these. So, if today, a salesperson opens or updates account information on Acme four times, but only opens Pinnacle once, then Acme appears higher on the list than Pinnacle.

Here are some of the factors that affect the relevancy score:

  • Recency: The last time a user interacted with the record.
  • Frequency: How often a user interacts with the record.
  • Favorites: If the user has marked the record as a favorite.
  • Urgency: When an action is expected from a user, such as a task due tomorrow, an upcoming appointment, and so on.
  • Related objects: Relevancy scores are boosted for related accounts, opportunities, or leads associated with overdue tasks and appointments.
  • Event-based updates: For opportunities, updates to win probability, status, and sales stage boost the relevancy score.

The list of relevant records can display a maximum of 50 items. Items that haven't been touched for 30 days or another number specified in the Relevancy Aging Maximum Number of Days profile option get automatically taken off the list.

Supported Business Objects for Lists

Smart lists are derived from users' past and recent application touches and interactions with these business objects:
  • Accounts
  • Activities
  • Contacts
  • Leads
  • Opportunities
  • Partners
  • Products and Product Groups

The My List for Accounts and for Other Objects

While salespeople can add the Show Smart List filter to any search on the list page, they can instead select the My List for <object> list (the object changes depending on the list page). Selecting the My List for Accounts, for example, automatically includes the filter and displays a list of the most relevant of all of the accounts the user can access.