1. Understanding Scheduled Processes
  2. Generate Sales Insight Facts

Generate Sales Insight Facts

Use the Generate Sales Insight Facts scheduled process to generate record-level facts for sales insights. This scheduled process generates the facts corresponding to each insight using the insight metrics.

When to Use

This scheduled process:

  • Is part of the Sales Insights feature and is expected to run at least once in a day for the desired results.

  • Requires the Generate Sales Insight Metrics process to be successfully completed at least once.

  • Is used to generate insight facts for each relevant record in the application.

  • Generates facts based on the current status of record. So, any updates to the record is reflected only on next scheduled run of the process.

Privileges Required

Verify that you have the following privileges:

  • ZCA_SALES_INSIGHTS_JOB_PRIV

  • FUSION_APPS_CRM_ESS_APPID

Verify that you have the following roles:

  • Sales Administrator

Before You Start

Review the following before scheduling this scheduled process:

Recommended Frequency:

  • Run this scheduled process on regular intervals, for example daily.

  • Run this scheduled process at a time when normal operations are less, for example midnight, is preferred.

Execution Time:

  • Less than a minute to process one data record.

  • Less than 5 minutes to process 200K records.

Compatibility:

  • Multiple instances of this scheduled process can't be run in parallel. All instances except the currently running instance are automatically moved to blocked status until the running process is completed.

  • This process is self-incompatible and incompatible with Generate Sales Insight Metrics.

Parameters

None.

Troubleshooting Information

  • This scheduled process is a background activity. Hence there is no notification on completion. But the process completion status can be monitored in the Scheduled Process page.

  • This scheduled process is idempotent and hence a failed process doesn't affect any future runs. No cleanup is required before restart.

  • The Insight facts can be verified using the REST endpoints. For more information about the REST API, see the Related Topics section.

Related Topics