#release 18

[edwarddewolf]

Import Management

#BrandNew #BetterPerforming #EasierToUse #ImportManagement framework was introduced in #EngagementCloud #Release18, #ThankYou #BPIOnDemand for showcasing it on Youtube

A completely new simplified import framework called ‘Import Management’ was added to Engagement Cloud in Release 18.  The old one is still available, so you have some time to transition to the new one. But I would highly suggest you check out the new one.  It performs better, and it is a lot easier to work with !

Some of the most noticeable usability enhancements are:

New drag-and-drop…

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[edwarddewolf]

Actionable Infolets

#ActionableInfolets in #EngagementCloud allow you to #KnowMore and #DoMore with #LessClicks, this is #AllAboutEfficiency #OracleSalesCloud #OracleCX #CRM #CX

Release 18C brings the introduction of a new type of infolets: Actionable Infolets!  So far, infolets showed BI reports typically displaying one or more KPI’s.  They served as a clickable button to open more detailed reports or dashboards.  These new infolets are very different.  They give insight in what users are working on, or what they had planned to do.  They allow easy access to the most…

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[edwarddewolf]

Click to Edit

#ClickToEdit is #YetAnother way to be #MoreEfficient in #EngagementCloud #OracleSalesCloud #OracleCX #CX #CRM

My favorite 18C new feature is not a new functional capability, nor a complete new concept.  It is a quality of life enhancement that will allow you to update information in a much more efficient way.  We already had the capability to update multiple records using ‘Mass Update’.  Now ‘Click to Edit’ is adding an alternative in Engagement Cloud, to update multiple records also, but more…

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[johnvakoc]

Custom Object Owner - Edward's Oracle Blog

This is post 9 of 9 in the series “Release 18 New Features” Sales Cloud Release Strategy Release 18A Opt Into New Features 18A User Experience & Analytics Enhancements Creating …

Edward describes the Custom Object Owner and Owner Hierarchy data security feature 

[edwarddewolf]

Custom Object Owner

#Extensibility got a little easier on #CustomObjects in #EngagementCloud with a great #QualityOfLife enhancement in #AppComposer #OracleSalesCloud #OracleCX #CRM #CX

Edward, why are you dedicating a blog post on the fact we now have an out-of-the-box ‘Owner’ field on custom objects?  Good question!  The custom object owner field in itself is not an earth shattering addition to Engagement Cloud.  The same could be achieved in the past by adding a …. custom owner field to a custom object.  But this enhancement is much more than just about a custom object owner…

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[edwarddewolf]

Field Visibility

#FineTuning #DynamicLayouts with #FieldVisibility in #EngagementCloud #OracleSalesCloud #OracleCX #CRM #CX

My previous post was all about how dynamic layoutscan be used to tailor the user experience of Engagement Cloud.  There are always business requirements to present information differently in certain cases or to certain user roles. Dynamic layouts are a very flexible system to build such consistent and intuitive layouts.  But when dealing with very small specific variations in requirements, this…

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[edwarddewolf]

Mashup Content

Adding #mashup content is #YetAnother way to #BeCreative with #OracleSalesCloud #OracleCX #CRM

My favorite 18A new capability you ask?  Adding mashup content to detail pages like adding some opportunity statistics or a chevron like sales process visualization as can be seen in the example below.  Simple, easy but with endless possibilities! Yes we can !

Mashups are other browser pages that can be embedded within a page.  Other browser pages could be anything from other applications, news…

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[edwarddewolf]

Partner On-boarding

#Partner #Assessments bring great value to #Partner #Onboarding and #Evaluation at any time during the #Partnership #OracleCX #CRM

Partner Relationship Management is all about defining and documenting the relationships we can build with partners.  But before that, partners need to be recruited.  In this post I want to not just highlight ‘Partner Assessments’ as new PRM feature, but also share how this otherwise familiar and simple feature can be extremely useful in the partner on-boarding process.

Partner Assessments

Assessm…

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