Did you know that is possible to manage OCI infrastructure from within a database? Now why would you want to do this over using the OCI landing zone, or managing changes through Terraform scripts? Well … sometimes you just need to I can imagine situations where this could be of interest. Like to Especially when you are using Oracle APEX to build solutions as these live entirely within the database e.g. triggering import or export flows within an APEX approval process. This can be enabled in 2 different ways Using the PL/SQL software development kit (SDK) After deploying the DBMS_CLOUD packag ..read more

As many of you know, I have spent most of the last decade working with the sales related Oracle cloud applications. Initially on CRM On Demand and later Fusion Sales, Engagement Cloud and any other name CX Sales used to be known by in those years I had the pleasure to work with so many of my colleagues and my customers, that have given me all these opportunities to discover their challenges, their business and how Oracle could add value through these solutions. But that journey has come to an end and a new one has begun! I have jumped in the Cloud infrastructure world. And as this blog starte ..read more

Looking for a way to manage how many credits your Autonomous database is consuming? One possible to consider is to use a capability called ‘Schedule Start and Stop Times’. This has been available for compute instances for quite a while, but is available for autonomous databases on Shared Exadata Infrastructure also. Schedule Start and Stop Times allows OCI administrators to schedule when databases come online or have to be turned off. This off course can also be done through scripting, but why would you if you can use clear and simple UI instead. This does not mean that they cannot run overnig ..read more

This is post 5 of 5 in the series “Release 20 New Features” Release 20 is upon us and I will share my experiences with the new features as I discover them myself Workspace Advanced Search Smartlists Advanced Share Additional Actionable Infolets Previous and Next buttons I shared in previous posts how workspace supports multitasking by allowing us to open multiple records as tabs. So why would we then need previous and next buttons? Multitasking is an optional implementation choice. Workspace can be implemented in a more classic way also, where only one record at a time can be opened. I ..read more

My account timeline report I created back in 2018, has since through a lot of iterations. And here is another one! I have seen it being implemented in many environments and that brings me a lot of joy.  Not so long ago, I got the question of whether or not it was possible to add appointments. Whether it was possible to create a more complete account timeline. Account Timeline v 2.0 Adding appointments did add a lot of data to the timeline and can easily hide any other type of information as there are usually so many more appointments than leads, opportunities, SR’s, … For this reason, I a ..read more

This is post 4 of 5 in the series “Release 20 New Features” Release 20 is upon us and I will share my experiences with the new features as I discover them myself Workspace Advanced Search Smartlists Advanced Share Additional Actionable Infolets Previous and Next buttons Actionable infolets were an amazing addition to CX Sales when they were introduced. They changed the way the homepage is being used from a useless homepage that allowed to navigate within the application to a homepage that helps us not to have to navigate anymore. Actionable infolets allow us to perform a lot of our day ..read more

Kanban boards visually depict work at various stages of a process using cards to represent work items and columns to represent each stage of a process. Cards are moved from left to right to show progress and to help coordinate teams performing the work. Would it not be perfect to have an Opportunity Kanban in CX Sales? This is an evolution of a report I have been sharing for a while. The latest version is different as it now: a Kanban per close month with the ability to drag and drop opportunities from month to month, updating the close date in the background when double-clicking on the oppor ..read more

This is post 3 of 5 in the series “Release 20 New Features” Release 20 is upon us and I will share my experiences with the new features as I discover them myself Workspace Advanced Search Smartlists Advanced Share Additional Actionable Infolets Previous and Next buttons It has been a while since I blogged, but I am back, and I have a lot to share. I wanted to start with something that changed in the Outlook365 plugin (for the better) in the latest update. Until now, when you wanted to share an email with CX Sales, all you had to do was click the ‘Share Item’ button, choose the account ..read more

The default funnel visualizations that come with CX Sales are horizontal and for good reason: They can pack a huge amount of information, put the pipeline in the context of a quota and much more, but that is a subject for a future post. I did get a few requests for a vertical funnel though, so I wanted to share my take on one with you. This highly configurable vertical sales funnel below show all open pipeline for the logged-in user and fits perfectly inside a 2×2 infolet. Want to give it a try? You can download it here: My Pipeline InfoletDownload A video on how to upload this report in your ..read more

This is post 2 of 5 in the series “Release 20 New Features” Release 20 is upon us and I will share my experiences with the new features as I discover them myself Workspace Advanced Search Smartlists Advanced Share Additional Actionable Infolets Previous and Next buttons Over the past few months, I have dedicated quite a few posts to Workspace and how it is changing dramatically the CX Sales User Experience. Multitasking was an amazing step forward, while actionable infolets brought this experience to the homepage. And just last week I described the amazing new advanced search capabilit ..read more