Enable Sales Intelligence Features

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

Before you begin:

You must have the following privileges to administer and work with Sales Intelligence, view reports, and run appropriate processes:

• ZCA_MANAGE_SALES_MACHINE_LEARNING_PRIV
• ZCA_GENERATE_SALES_INTELLIGENCE_DATA_CHECK_REPORT_PRIV
• ZCA_GENERATE_SALES_INSIGHTS_PRIV
• ZCA_VIEW_SALES_RECOMMENDATIONS_PRIV
• ZCA_VIEW_SIMILAR_RECORDS_PRIV
• ZCA_VIEW_SIMILAR_ACCOUNTS_PRIV
• ZCA_VIEW_SALES_INSIGHTS_PRIV
• ZCA_SALES_INSIGHTS_JOB_PRIV
• FUSION_APPS_CRM_ESS_APPID

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 decide if you've enough data to enable the features. This process might 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've enough 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're enabling by technology. You must complete any extra 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 Machine Learning. There's no direct link for Sales Insights. You can also navigate to these UI pages separately.

Once enabled, users must have the following privileges to view model outcomes:

• ZCA_VIEW_SALES_RECOMMENDATIONS_PRIV
• ZCA_VIEW_SIMILAR_RECORDS_PRIV
• ZCA_VIEW_SALES_INSIGHTS_PRIV