What’s New in Oracle Fusion Sales Release 26A
IMPORTANT!
Oracle have announced the end of life of the Classic UI for both Fusion Sales and Fusion Service. The Classic UI will be fully decommissioned in release 27A, meaning that if you have not migrated to the Redwood user interface, you have approximately 12 months to do so (depending on your release cohort).
Impacted features include SUI pages for Account, Contact, Address, Lead and Opportunity, Sales Forecasting (Classic) & Quota Management, Classic Outlook Integration (Gen 1 plugin) and Digital sales (classic) among others.
Oracle have developed several accelerator tools to assist you with the migration and needless to say, Kyte is also available to help if you need advice or relevant skills to fast track the project.
The full end of life notice can be found here, including links to FAQs: END OF LIFE NOTICE: Classic Sales and Service Experience in Fusion — Cloud Customer Connect
And now back to the regular update!
AI Related Features
Interact with AI Agents in Microsoft Teams
Oracle AI Agents can now be interacted with directly from MS Teams, without the need to access the agents via the Fusion applications.
Sale Product Document added to AI Agent RAG tool
With this feature, product documentation can be uploaded via the RAG tool which can then be directly accessed by staff during the sales process, assisting them with insights into your products and allowing sales staff to answer targeted product question (including pricing comparisons if you go so far as to upload those documents as well).
Enhancements to Workflow Agents
Workflow Agents can now be triggered via inbound email or by using a scheduler (with scheduler)
Business plan summary using Gen AI
Uers can generate a business plan summary via smart action which will analyse plan goals, activities, opportunities, SWOT and revenue progress and provide a professional, readable summary.
Enhanced Writing Assistant
Users can now select from a list of predefined prompts rather than needing to manually enter the prompt each time.
Core Features
Upgrade to Oracle Cloud Infrastructure Identity and Access Management
- Oracle are upgrading Identity and Access Management (IAM) to Oracle Cloud Infrastructure Identity and Access Management (OCI Identity and Access Management) for Fusion applications in the coming months if your environment is not already on it.
- More information on this can be found here.
Multifactor Authentication
- The rollout of MFA continues, with all newly provisioned environments rolling over to it automatically. New this release is the capability to disable MFA in non-Production environments
- Note MFA is not required where SSO is configured
Improvements to Adaptive search
- Search on Descriptive Flexfields (very useful for ERP customers with Sales as a front end, allowing those ERP flexfields to be used in adaptive search)
- Nominate fields for partial term match – enable partial term matching on the fields of your choice.
Links to release documentation
As per usual there are far more features in this release to cover in detail so I will refer you to the formal release readiness documentation that I reviewed for this article. Note you will also find the details on how to enable/configure these features in these documents.
About the Author Kevin Stephens
That’s me! I’m Kev Stephens, a Senior Oracle CX Consultant at Kyte and have recently taken on the role of Capability Lead for our Fusion Sales and Service practice. I have over 25 years of experience implementing and managing systems, predominantly in the Customer Support and Service space.
I’m based in Sydney and I’m always open for a chat and a coffee to discuss Oracle solutions and or guitars (I have been playing music longer than I’ve been implementing systems if you can believe that!). Please reach out if you have any questions around the features discussed in this article and beyond.
Thanks - Kev