How do I enable Adaptive Intelligence features for Sales?

Adaptive Intelligence uses a combination of machine learning models and decision-based analytics that help you prioritize leads. Adaptive Intelligence also can recommend the best actions to take on opportunities. You need to complete the on-boarding steps for Intelligence in Sales and then set up the connection to AI Apps for Sales.

You then must configure specific features based on which features you're using. You enable the Sales Intelligence features provided by Oracle from the Setup and Maintenance work area:

  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 identify 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 additional configuration steps in the administration 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 Adaptive Intelligence and Machine Learning (Similar Accounts). There's no direct link for Sales Insights. You can also navigate to these UI pages separately.

Next, you must set up the connection to AI Apps for Sales and import data into AI Apps for Sales from Oracle Sales using basic manual steps and configuration. See How do I connect AI Apps for Sales to Sales and import sales data? for details.