Schedule Sales Insights Data Processes

Next, you must schedule Sales Insights data processes. For instructions about how to schedule the jobs, see the related links.

You must have the following privileges to run Sales Insights processes:
  • ZCA_VIEW_SALES_INSIGHTS_PRIV

  • ZCA_SALES_INSIGHTS_JOB_PRIV

  • FUSION_APPS_CRM_ESS_APPID

This table outlines the name and frequency of when you must run the sales insights processes:

Process

Frequency

Generate Sales Insight Metrics

Once a week

Generate Sales Insight Facts

Once a week

Generate Sales Insight Facts Using Signals

Daily

Purge Redundant Sales Insight Facts

Once a month

You must ensure that both the Generate Sales Insight Facts Using Signals and the Generate Sales Insight Facts onboarding processes for the insights features have fully completed with a successful data sufficiency status of Sufficient.