Overview of Sales Machine Learning

Machine learning models recognize patterns in your data and make predictions using the attributes you select in the model. Oracle provides you with sample models for Similar Accounts, Opportunity predicted win probability, and Lead scoring. For example, the predefined Similar Accounts model recognizes similar accounts using attributes such as location, size, and industry.

Note: You must have the Manage Sales Machine Learning (ZCA_MANAGE_SALES_MACHINE_LEARNING_PRIV) privilege to build sales machine learning models.

To view and access the various sales intelligence features, users must have the following privileges:

• ZCA_VIEW_SIMILAR_RECORDS_PRIV
• ZCA_VIEW_SALES_RECOMMENDATIONS_PRIV
• ZCA_VIEW_SALES_INSIGHTS_PRIV

As a sales administrator without prior training in AI, you can use the Machine Learning feature to change the existing Similar Accounts model, and you can build machine learning models of your own.

This table provides a summary of the predefined models that you can choose:

Model Name	Description
Similar Accounts	Use this model to recognize similar accounts using attributes such as location, size, and industry.
Opportunity Predicted Win Probability	Use this model to predict the win probability of opportunities using historical data.
Lead Scoring	Use this model to indicate the probability of a successful conversion of sales leads to opportunities.

This table shows the setups that you need to complete to enable the Sales Machine Learning feature and show similar accounts on the Account pages of both Oracle Sales in the Redwood User Experience and classic Oracle Sales.

Step	Applies To	Description	Navigation	Where to Get More Details
1	Both Oracle Sales and classic Sales	Create and deploy the model either by copying the Similar Accounts model or creating one from scratch.	Open the Machine Learning Models page either from the last step in the Enable Sales Intelligence Features task. You can also search for the Configure Sales Machine Learning task using the Tasks search panel of the Setup and Maintenance work area.	See the topics: Overview of Building Machine Learning Models Create a Similar Accounts Model Create a Machine Learning Model from Scratch
2	Oracle Sales only	You can clone an existing template or create a new template from scratch to display similar records on your Oracle sales UI. Creating a new template gives you full control over the structure and parameters you want to include from the beginning. You can display explanations for machine learning predictions as a drawer in Oracle Sales by creating a virtual field and exposing it as a hyperlinked field.	Oracle Visual Builder Studio	How can I display similar records identified by Machine Learning models in Oracle Sales? How can I display explanations for Machine Learning predictions as a drawer in Oracle Sales?
3	Classic Sales	If you copied the Similar Accounts model, the application displays similar accounts automatically in Oracle Sales when salespeople enter Show similar accounts in the Action Bar. For classic Sales, you must display the Similar Accounts in the UI using Application Composer.	Application Composer	See the topics in the section: Display Similar Accounts on the Account pages of Classic Sales. High-Level Setup Steps