What’s New with CRM On Demand Release 32!

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SFCG is excited to share some key highlights from CRM on Demand Release 32! In addition to making great strides in the CX suite, Oracle has continued its commitment of future releases for CRMOD, which are delivered every four months beginning every February of the calendar year. Here is our comprehensive overview of what you should expect from Release 32. Discover new features that can address your growing CRM needs!

For your convenience, we have divided these features into User Experience and Extensibility.

I. User Experience:

Conditionally Required Fields

There is now a new field in Field Management called “Conditionally Required”. This allows an administrator to set specific criteria to dynamically adjsut whether or not a field requires a user to enter a value.  When this expression is true, the UI will dynamically evaluate and display fields as required. The application will evaluate expressions even through an inline edit.

Save and Continue Button

This button will now be available when creating a record from a pop-up window. Users will be taken directly to the newly created record to allow for association of related information quickly and efficiently.  A general UI rule of thumb, is that user adoption is reduced by 50% with each additional click in a work process a user is asked to complete.  This “Save and Continue” button allows users to immediately proceed to the new record they’ve created rather than stepping back to the record they started from and more often than not having an extra click in their process.  Imagine sales reps creating a Contact record then an associated Opportunity, for example, adoption will go up by 50%!  How many minutes a day will this save your users?

Allow Lead Conversions to Succeed Without Edit Access to All Associated Activities

Prior to Release 32, if Lead records contained Activities that the user could not edit, Lead conversions were not successful. Now, there is a Company Profile setting under Lead settings called “Convert Only Editable Activities.” If this is unchecked, you will experience Pre-release 32 behavior. However, if checked, Lead conversions are successful if the Lead record contained Activities that were not editable by the User (Conversion succeeds with only the editable Activities being associated to the converted record type).

Toggle Auto-population of Sales Person Field When Associated Account Field is Updated

Before Release 32, whenever the Associated Account Field is updated, the Lead record’s Sales Person field was populated with the Account Owner field value. Now, there is a checkbox in Company Profile Setting called “Auto-Update Sales Person Field When Associating Account on Lead Record.” When checked, Lead Sales Person field is NOT updated when the Associated Account field is updated.  This improves data quality allowing users to properly identify who is the correct Sales Person on a given Lead thus streamlining the conversion process and reducing confusion.

 

 

Manage Attachments Enhancements

Before Release 32, there was no UI-based option to batch delete attachments. Now administrators have the option to create a new list (as a menu option), exporting lists, Batch Delete, and Record Count. There is also a new  piece of information exposed; the “Uncompressed Size” column on the list for sorting and filtering.  This makes the task of monitoring and managing the attachment service allotment smoother for administrators and thus easier for users to work with on a day to day basis.

Ability to Configure Search Result Layout for Enhanced Keyword Search

Before Release 32, users could not configure the Search Result layout. This often meant additional clicking into records or using preview mode to confirm details in a record you’re looking for.  Now, users can include any fields they prefer in the Search Result layout for Enhanced Keyword Search. The following record types are supported: Account, Contact, Appointment, Task, and Opportunity.  We often see a requirement for a custom identifier important to a client’s business like NPI number or a separate system key as a field that displays immediately on search. This enhancement in release 32 will reduce search times and get users to the information they’re looking for faster.

 

Ability for Opportunity Close Date to not Default to Today

Every business is different in terms of the length of sales cycle, and our clients with longer cycles have been yearning for a way to automate a target to close using this field.  This new functionality in the Close Date field will allow business to default close dates and ensure thier CRM opportunity creation process mirrors the real environment their reps live in more closely.

Ability to Provide Reminder via Email for an Activity

Users can now set reminders for their activities so you don’t miss any activities that are due!  For many field reps who use email as their initial touchbase throughout the day, this can become an invaluable way to extend the CRM system and crate more proactive activity management behavior.

Ability to send HTML Emails using Workflow

If email is the primary method of communication for you and your team, it’s important to have the flexibility to put your best foot forward, maximize professionalism and personal branding while still reaping the benefits of workflow managed emails in CRMOD.  HTML emails triggered by workflow broaden the ability for more visually appealing emails to come straight form your CRM system.

Data Loader Support for Upsert Operation

Users can now upsert data via Data Loader on Demand. In other words, you can now update data if the record exists and insert data if doesn’t.  This is critical data management functionality that was previously only available through the file import wizard, which means users could only utilize this functionality if their had file loads of 30,000 records or fewer.  Now bulk data loading is that much easier because users won’t have to separate out new records from updates to existing records.  I know our Sales Automation Services is thrilled with the efficiency gains we’ll see in pre Go-Live full system data loads!

 

II. Extensibility

Web Services Support to evaluate Web Applets

You can now evaluate Web applet fields in Parent context via Web Service. The list of Web applet Fields supported via Web applet child container are:

  • Name
  • Display Name
  • Type
  • URL
  • HTML Head
  • HTML Body
  • Height

JavaScript API to support retrieving Row ID of records displayed

  • getId APIs support on Form and Field Objects.
    • On Form Object return the Row ID of the record on screen.
    • On Form Field Object returns the Row ID of the associated Record.
    • On list Field Object return the Row ID of the associated records
  • Exception: On New page, getId aPI on Form Object will return null
  • Example: oraclecrmod.getForm().getId()

JavaScript APIs Enhancements for Inline editing fields on Detail and List Page

  • getLICValue() enhanced to support reading LIC values for picklist fields on List and child list
  • SetValue()& SetLICValue() can now be used on Detail & List pages
  • A new method commitValues() added to form object and list object
    • If no errors occurs, Page is updated with the updated values for the fields
    • If an error is encountered, then processing stops

 

User Context Attributes in JavaScript API

New user attributes have been added to the Context object:

 

REST API Support for Assessments related to Opportunities

Now REST APIs support Assessments as a child of Opportunities. The methods supported are Describe and CRUD operations.

 

Release 33

Here’s a sneak peak of features scheduled for Release 33:

If you have any CRMOD questions on how these changes might affect your existing system, feel free to reach out to our Sales Automation Services team directly at sas@sfcg.com.  For those of you still deciding on CRMOD vs. Oracle Sales Cloud, check out some reasons we love Oracle Sales Cloud as well right here!