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 must have the following privileges to work with and run Sales Insights processes:

• ZCA_VIEW_SALES_INSIGHTS_PRIV

• ZCA_SALES_INSIGHTS_JOB_PRIV

• FUSION_APPS_CRM_ESS_APPID

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.

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).