How do I enable Sales Insights?

Sales Insights data is mined, evaluated, and analyzed through data analytical and statistical modules. Based on detailed analysis of interactions and historical exchanges, salespeople can gain key insights and take appropriate corrective actions on records to further increase their sales pipeline.

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 as follows:

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).

Note: To support opt in with custom layouts for the Account, Lead, and Opportunity objects, you must go to Application Composer and click Show in the Sales Insights section for your custom layout object. See How do I display the Sales Insights section for custom layouts? for more details.

Next, you must schedule Sales Insights data processes. For instructions about how to schedule the jobs, see Submit Scheduled Processes and Process Sets.

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

• ZCA_VIEW_SALES_INSIGHTS_PRIV

• ZCA_SALES_INSIGHTS_JOB_PRIV

• FUSION_APPS_CRM_ESS_APPID

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.

Here are the high level steps that needs to be done to ensure you enable and get access to sales insights.

Note: The Employee (Abstract Role) is required to view Sales Insights.

1. Sign in to Oracle CX Sales using Administrator role.
2. In the Setup and Maintenance work area, go to the following:

   • Offering: Sales
   • Functional Area: Intelligence in Sales
   • Task: Enable Sales Intelligence

3. From the Enable Sales Intelligence Features page, click Start and select the features you want.

   When you've selected the features, a message will display that an eligibility report will run and the application will close. Wait to receive a confirmation email before proceeding.

4. Once you receive the confirmation email, navigate to the Enable Sales Intelligence again as per step 2.
5. Click Resume to display the View Features Eligibility Report.

   This report lists the thresholds and data usage of factors that contribute to the overall data sufficiency for each of the sales intelligence features selected.

6. Expand the report and make sure the data for your enabled insight feature is sufficient and that the Overall Status contains the Sufficient value.

   The overall status can contain one of these values for the sales intelligence feature:

   • Insufficient : Your application has insufficient data to analyze and activate the feature
   • Emerging : Your application has some data to analyze but that isn't sufficient to activate the feature
   • Sufficient : Your application has sufficient data to analyze and activate the feature.
7. From the Verify Recommended Features section, select all the features that you require.
8. Click Continue.
9. Click Done.