Slide 4 - Oracle Sales Cloud
Release 9
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Welcome to training for Release 9. In this session, we’ll talk about what’s coming in Oracle Sales Cloud calendar and activities.
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Slide 5 - Agenda
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We’ll talk about the new Activities object that replaces our old Task, Appointment and Interaction objects, as well as the enhancements that we’ve introduced with this new model. We’ll also take a look at the application, so you can see these new features in action.
Finally, we’ll explain how your data will be upgraded from the old objects to the new one so that you do not lose any important information.
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Slide 6 - Enhancements Overview
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This release brings a new, unified activity model that allows easier and more simplified use within the application, as well as through services.
Activities are available both at a top level, as well as a child level, allowing you to see all of the activities assigned to you regardless of what kind of activity they are. From these views, you can create new task or appointments, edit existing ones, or search across all of them at once. You can also create follow-up activities, in cases where there is further work to be done.
Along with the consolidated views, you also have the option to view your appointments in a calendar view, or your tasks in their own list. And with the calendar, there is also a new team calendar feature. With this, you can add other users to your calendar in order to get a view of your entire team, to see when and which customers they are visiting.
With extensibility, you can customize and create different views for both tasks and appointments, adding or removing fields, changing layouts or using groovy scripting to change their look and behavior individually if desired, and then pull them together into BI for all of your reporting needs.
As well, a single set of APIs can now be used to manipulate activity data, paving the way for easier integrations with legacy systems.
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Slide 7 - Unified Activities
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In Release 8 we had three different objects to track activities and customer interactions– appointments, tasks and interactions. Each object had different sets of services, security implementations, extensibility and reporting options. With a single Activity object model all types have been unified to provide ease of use and full extensibility, reporting, and security support.
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Slide 8 - Consolidated Activity Views
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Now that Activities are in a single object model you can see a holistic view of your activities and customer interactions.
On the Activities page, you can see all of the activities owned by or assigned to you. You can also see all activities associated to a record, like an Account. From this consolidated view, you can create new or edit existing tasks and appointments, create follow-up activities and search across all activities at once.
Interactions will be migrated as completed tasks in Release 9. You can define your customer interaction reports to include both appointments and tasks.
Along with the consolidated view, you also have the option to view your appointments in a calendar view, or your tasks list.
You can also customize and create different views for both tasks and appointments, add or remove fields, change layouts or use groovy scripting to change the look and behavior of the views.
As well, you can use a single set of APIs to manipulate activity data, paving the way for easier integrations with legacy systems.
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Slide 12 - Predefined Reports for Activities
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With new, prebuilt activity reports, Sales Reps can view urgent tasks by type for the upcoming week or month, quickly indentifying the accounts with which they have the most contact. They can also see the types of contact, such as calls versus meetings.
Sales Managers can monitor the sales activities for each member of their team. In addition, Managers can review activities for a given opportunity or account and can see which accounts are getting the most attention.
For more details about predefined reports, refer to the Sales Analytics TOI.
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Slide 13 - Extensibility Options for Activities
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Extensibility is now available across the entire activity model. Both tasks and appointments can be customized separately so that changes to the UI for one type of activity will not affect changes to the other. Furthermore, through the use of dynamic layouts, views can be customized even further based on changes to the record itself.
You can customize the Activity object as well as the Activity Assignee and Activity Contact objects in Application Composer, by selecting the Customer Center application. All extensibility options are available for each of these object, including custom fields, objects, buttons, workflows or scripting.
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Slide 14 - Consolidated APIs
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With Release 9, you can manipulate any activity type or child record using a single set of APIs. There are no longer separate APIs for tasks, appointments and interactions. Activity contacts and assignees also offer one set of APIs.
A parameter is passed to indicate the function of the activity, such as an appointment or task, and then add the other relevant information.
This simplification makes it easier to uptake of services, and allows customers to build more robust applications against their sales cloud data.
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Slide 15 - Calendar and Activities
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The unified activity model, team calendar, extensibility options and consolidated APIs offer a simplified approach to activity management. You can see a complete picture of all activities assigned to or owned by a user or all activities associated to a record, like an account or opportunity.
The team calendar offers Sales Managers a complete view of how their team spends their time, so they can coach and assist their team where needed.
Extensibility options for tasks and appointments allow you to meet the specific needs of your business.
And consolidated APIs offer a simplified approach to integrations, which allows you to build more robust applications.
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Slide 16 - Summary of Enhancement Capabilities
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Here is a summary of the features I have talked about today:
Unified Activities bring what was previously 3 separate objects into one, allowing for an more complete picture of the activities assigned to a rep or having to do with a particular customer or opportunity.
The consolidated activity views are available at both a top level, providing you with a complete picture of your activities across all your customers, opportunities or other related objects, and a child level to give a quick and complete picture of all of the activities surrounding a particular record, such as which team members are working on which particular tasks or appointments.
The team calendar provides a single calendar view that displays the appointments of multiple resources at one time, giving a quick view of what your team is working on, or the appointments surrounding a preset group of resources that are all working on the same project.
The predefined activity reports allow Sales Reps to view reports on urgent and important sales activities and Sales Managers to monitor their team’s activities.
Extensibility options for activities allow you to tailor your activity UIs to your specific business requirements, potentially creating different experiences for appointments and tasks that can provide a tailored user experience even when using the same fields.
And finally, a new single set of APIs simplify the integration of legacy or newly built systems with Sales Cloud data. This enables integrators to create, test and update integrations more quickly because they do not have to repeat each API call for each activity type.
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Slide 17 - Additional Information
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Automated scripts will move your activity data into the new model for you. Old activity data will be preserved.
If you customized interactions and tasks, including UI changes, services, and workflow customizations, you must follow important steps to migrate those customizations. Review the What’s New document for specific information.
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Slide 18 - Slide 18
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That concludes the audio portion of this presentation, thank you for listening. There is no audio in the implementation advice section.
You can easily pause and rewind any of these slides if you require additional time to take in the detail.
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Slide 19 - Feature Impact Guidelines
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Slide 20 - Related Reports & Analytics Information
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For more details of the related reports and analytics information, please refer to the Sales Analytics TOI.
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Slide 21 - Related Release Training
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