1. Implementation Reference
  2. Enable the Saving of Checkpoints and Transcripts

Enable the Saving of Checkpoints and Transcripts

A new Interview object has been added to Sales and Service that automatically saves checkpoint and transcript data.

Transcripts help you maintain historical record of completed sales interviews. Interview transcripts capture a complete, auditable record of all questions, answers and screen text displayed in an interview. They are a useful way to provide a summary of the interview as it occurred, keep a documented record for legal audit requirements, or provide a file that can be scraped for analytics at a later point.

Transcript data is automatically saved in the new Interview object in the InterviewData field.

Checkpoints are points in an interview where it can be saved, resumed and reviewed from. A checkpoint works by saving the progress of the interview, enabling interview users to easily resume an interview that they or someone else left partially completed. Checkpoints also allow completed interviews to be reviewed at any time.

The Intelligent Advisor Interview Object for Checkpoint Enabled (ORA_ZUP_IA_CONNECTOR_ENABLE_CHECKPOINT_INTERVIEW_OBJECT) profile option controls how the checkpoint data gets stored.
  • If this profile option is enabled, the checkpoint data is stored in the predefined interview object.
  • If this profile option is disabled, the checkpoint data is stored in the OPACheckpoints_c custom object. For more information, see Configure checkpoints for Oracle Sales and Fusion Service.

By default, this profile option is disabled.

To view or update the profile value of this profile option:

  1. Sign in to Sales or Service as an admininstrator and navigate to Setup and Maintenance.
  2. Click Navigator > My Enterprise > Setup and Maintenance work area.
  3. Click the Tasks menu and click Search. Search for Manage Administrator Profile Values task and open it.
  4. Search for the Profile Option, using either:
    • Profile Display Name as Intelligent Advisor Interview Object for Checkpoint Enabled
    • Profile Option Code as ORA_ZUP_IA_CONNECTOR_ENABLE_CHECKPOINT_INTERVIEW_OBJECT.
  5. In the Profile Values section in search result, set the profile value to Yes.
  6. Click Save and Close.