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Visualizing data in reports and dashboards brings enormous amounts of value to any application. Being able to blend the reports into the rest of the application as if it were part of the user experience is very important also.

I wrote about how I try to design my reports with a consistent user experience as I think it adds not only a professional look and feel, but also to the credibility of the content of my reports.

But we can take it a step further. Consistency can be added across reports, but also across the entire user experience of Engagement Cloud. In the opportunity list screen in Engagement Cloud, the win probability is formatted in a colorful way. There is no reason not to implement the same formatting in our reports like in the example below.

Give it a try and let me know how it worked our for you !

A video on how to upload this file can be found here

The post Visualizing Win Probability appeared first on Edward's Oracle Blog.

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Edward's Oracle Blog by Edward Dewolf - 1M ago

Over the past few years I have posted here a few of the reports I have made that I thought were worth sharing. I hope they can inspire you to be creative with the amazing reporting capabilities we have in Engagement Cloud.

Any of the reports below can be downloaded. Just click on the report title in order to access the report file. A video on how to upload the reports you can download below can be found here.

Have fun !

Opportunity Kanban
Map Reports
Complete Account Timeline
Report Templates ModernCX 2018 – Mobile Reports
Historical Opportunity Reporting
Account Data Quality
Column Tooltips
SWOT Analysis
Board Game
Word Cloud
Circle KPI
Track Race

The post Reusable Reports appeared first on Edward's Oracle Blog.

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Edward's Oracle Blog by Edward Dewolf - 1M ago

This is post 4 of 4 in the series “Release 19 New Features”

Workspace introduces a completely new user experience in searching and navigating through Engagement Cloud.

The new workspace can be used as an alternative to the individual landing pages for objects. Besides all the new capabilities highlighted below, the workspace search is also …

LIGHTNING FAST

… but that is hard to show using a screenshot.

So how does the user experience change when using workspace?

Workspace User Experience

First and for all it allows us to search across all objects from one screen. We can also access our saved searches across objects from the workspace.

Every search will show the total number of matching records, allow us to format the search results and save the search as a saved search.

Furthermore we can take action upon the found search results without having to drill into the record details. This is similar to how Actionable Infolets work.

Another big difference is that the search will search across all columns …

… and supports fuzzy search as can be seen in the screenshot below.

Search results can also be categorized and segmented using configurable filters. This allows us to narrow down the results and get faster to the information we are looking for.

Last but not least, admins will find it easier to administer and share saved searches with user groups.

I hope you can see how Workspace can completely change the user experience for all of us !

Workspace is for the moment under controlled availability. Contact your account manager for more information

The post Workspace appeared first on Edward's Oracle Blog.

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Edward's Oracle Blog by Edward Dewolf - 1M ago

This is post 3 of 3 in the series “Release 19 New Features”

As I mentioned in my previous post, universal sandboxes allow for parallel development which has a HUGE impact on how Engagement Cloud can be configured by a team of admins.

Parallel Development

So let’s see how 2 admins, Michael and John, each in their own sandbox, can extend Engagement Cloud in parallel.

So imagine … Michael starts adding fields to the account object. He places those fields on dynamic layouts, just as he always has been used to. In the background though, the account object has been locked for Michael’s sandbox only. Object locking, what is that all about you say???

Object Locking

Object locking is all about reserving an object for a sandbox, securing it so that nobody else can make changes to that object. But it leavs all other objects available to be extended in other sandboxes. Object locking is the core functionality that allows parallel development.

In the meantime, John has started extending Engagement Cloud in his own sandbox. He notices the account object was locked by Michael. Hence he cannot extend the account object, but he is perfectly capable of extending the opportunity object.

Notice also how hovering over a locked object will highlight which sandbox has locked an object.

I suggest from now on to put the name of the primary user of a sandbox into the sandbox name so other users can see for whom an object has been locked.

Publishing Sandboxes

Whilst Michael is still making his changes, although John started after Michael, John finishes his extensions first and decides to publish his sandbox. This makes his extensions permanent and available for all users.

Refreshing sandboxes

When Michael finishes his extensions and tries to publish his sandbox, he notices that his sandbox no longer is synchronized with the mainline environment. The sandbox publishing mechanism has noticed other sandboxes have been published since Michael’s sandbox was created and proposes to synchronize Michael’s sandbox to bring it up to date again.

For Micheal, refreshing his sandbox means the changes made by John are also being imported into Michael’s sandbox to make it up to date so that Michael can publish his sandbox just like John did before him.

Gone with the flow

Parallel development will change dramatically the way Engagement Cloud is extended. No more integration sandboxes, no more sandbox publishing guardians, no more unnecessary admin tasks to extend Engagement Cloud.

Everybody can make a sandbox whenever needed, without checking who is already doing what, and anybody can publish a sandbox without checking whether they are cleared to do so.

Everybody wins !

Universal Sandbox is for the moment under controlled availability and is an opt-in feature. More info can be found here.

The post Parallel Development appeared first on Edward's Oracle Blog.

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Edward's Oracle Blog by Edward Dewolf - 1M ago

This is post 2 of 2 in the series “Release 19 New Features”

Let me start with the conclusion for this post: Universal sandbox will change the way admins work with sandboxes, and how Engagement Cloud can be extended … BIG TIME !

There is a lot to cover, and a lot to take in, so I will be dedicating 2 posts to cover the new capabilities:

  • This post covers how the managing new universal sandboxes has changed
  • My next post to cover how parallel development will change the way we extend Engagement Cloud.
Universal sandbox

The way sandboxes are created has completely changed. We now have to specify which tools we want to use a sandbox. We also can choose the context in which we want to use page composer from the sandbox creation screen.

This not only makes us think upfront what we want to change, but also allows us to better understand what sandboxes are being used for by other admins e.g. imagine creating a sandbox to change the menu structure and then noticing someone else already created a sandbox to do the same thing.

If by accident you have forgotten to specify one of the tools you need, don’t panic. You can always add them from the sandbox toolbar once the sandbox has been created.

Universal sandbox toolbar

Once a universal sandbox is created and activated, a new sandbox toolbar pops up. The new toolbar allows us to:

  • Manage sandboxes with ease by having easy leaving or publishing a sandbox.
  • Navigating between the tools can be done directly from the sandbox toolbar which makes extending Engagement Cloud a lot easier
  • When using Page Composer, Sandbox Mode allows us to switch between edit and preview mode and configuring Engagement Cloud for a specific role only
  • The notification icon will keep us up to date of whom has been publishing what sandboxes
Publishing a sandbox

You might want to spend a bit more time on publishing a sandbox than in the past though. This is where the biggest change starts to become apparent: parallel development is supported in a completely different way!

When publishing a sandbox, we need to make sure our sandboxes are ‘up to date first’. We need to make sure that any other published changed from other sandboxes are completely and successfully merged into our sandboxes before we can publish ours.

But more on parallel development in my next post !

Universal Sandbox is for the moment under controlled availability and is an opt-in feature. More info can be found here.

The post Universal Sandbox appeared first on Edward's Oracle Blog.

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Edward's Oracle Blog by Edward Dewolf - 2M ago

Kanban boards visually depict work at various stages of a process using cards to represent work items and columns to represent each stage of the 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 Engagement Cloud?

Opportunity Kanban

I promise not to come up with much more reporting wizardry for a while, but this one has been on my to-do list for a long time. As usual with these narrative reports, I am using the OTBI reporting engine to aggregate and transform data in Engagement Cloud so I can use it to format it in a narrative view in however I need it.

This opportunity kanban allows you to get a good overview of a pipeline and allows through:

  • Double click to open opportunities to see more details or make changes to them
  • Drag and drop to change the sales stage of opportunities. Please wait for the report to refresh to confirm the changes though.

Opportunities are grouped and colored by percentile within the shown opportunities:

  • Red marked opportunities: top 10 percentile
  • Orange: 70 – 90 percentile
  • Green: 50 – 70 percentile
  • Blue: 30 – 50 percentile
  • Light grey: bottom 30 percentile

A video on how to upload this report in your instance can be found here

Installing the Opportunity Kanban

Although this Opportunity Kanban report is a report, it is wrapped inside a dashboard in order to allow the report to make updates to the opportunities when they are dragged to other sales stages.

1. Enable a sidetab on the opportunity list page

Using the structure tool, an admin can enable an analytics sidetab on the opportunity list page.

2. Add the dashboard to the new analytics sidetab

On this now visible analytics sidetab, an admin can choose ‘Edit Pages’ from the menu and embed the Opportunity Kanban Dasboard

3. Send a security token as a parameter to the dashboard

For the drag-and-drop to work, we need to pass a security token from Engagement Cloud to the report. This is done by sending a parameter to the embedded dashboard. Click on ‘parameters’ as shown in the image above and enter the following value under ‘Value 1’: {applCoreSecuredToken.trustToken}

Piece of cake right? Have fun !

The post Opportunity Kanban appeared first on Edward's Oracle Blog.

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Edward's Oracle Blog by Edward Dewolf - 2M ago

This is post 1 of 1 in the series “Release 19 New Features”

Addresses in Engagement Cloud are everywhere … obviously. Appointments, opportunities, leads, assets and more are all somehow related to accounts, contacts or households: objects identified amongst others by their addresses. Internally, these addresses are enriched by longitude and latitude coordinates in order for them to be put on maps.

Longitude and Latitude in BI

Using OTBI analytics in Engagement Cloud, we have been able to make map reports since forever but we had to rely on non-Oracle API’s to get the coordinates for addresses as the Engagement Cloud address coordinates were not available in OTBI. On top of that these API’s typically are not for free.

In 19a the address longitude and latitude coordinates have been made available in OTBI and hence we can plot Engagement Cloud data on maps much more easily e.g. the report below puts a pin on a map for each customer and after clicking on a pin, a popup shows the opportunity details for that account.

Not having to rely on third-party API’s lowers not only the cost but also makes these map reports perform much – MUCH – better.

Engagement Cloud maps integration is a piece of cake - YouTube

The possibilities are endless … or just limited by our own creativity !

You can download the report here:

A video on how to upload this report in your instance can be found here

Have fun !

PS: Do not forget to check with the map provider whether or not the functionality you implemented on top of the map requires a license to use their services

The post Map Reports appeared first on Edward's Oracle Blog.

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Edward's Oracle Blog by Edward Dewolf - 5M ago

This is post 13 of 13 in the series “Release 18 New Features”

I have been waiting a long time to write this blog post. Maybe too long actually. Engagement Cloud has had a fantastic Outlook plugin for years. The previous client-side plugin relied on downloading data to your laptop. In that sense it worked as an offline client. It allowed us to share emails and appointments, discover and update accounts and opportunities, and synchronize back all the information back to Engagement Cloud when appropriate. The Outlook 365 plugin is very similar in capabilities but very different in approach.

As Outlook 365 can run in a browser, so had the O365 Engagement Cloud plugin. Instead of synchronizing data, we now can upload, discover and update Engagement Cloud information in real time!

Let’s have a closer look.

Outlook 365 Plugin

When going over emails or appointments, the Outlook 365 plugin will recognize contacts in Engagement Cloud by their email addresses as can be seen in the screenshot below.

The plugin recognized Jonas Keller and Lisa Jones as a known email addresses. It puts them in context by sharing to which accounts, opportunities or leads the contacts are related.

Discovering contacts while reading emails

Anyone using the Outlook 365 plugin for Engagement Cloud can also discover quickly who else has good relations with these contacts, by checking the top connections for each contact …

Contact top connections

… and a complete timeline of all recent activities with each contact is available.

Contact activity timeline Sharing emails and appointments

Each email and appointment in Outlook 365 now can be copied to Engagement Cloud. This saves them from being deleted and shares the details with other Engagement Cloud users who are working with the same contact, account, opportunity or lead.

Before uploading the email as a completed activity to Engagement Cloud, it can be linked in Outlook to relevant Engagement Cloud information like accounts, opportunities or leads. This adds context to the email and makes it available for the right audience in Engagement Cloud.

Add context to emails and appointments before sharing with Engagement Cloud

The attachments can be marked to be uploaded into Engagement Cloud also.

Share attachments with Engagement Cloud

Emails can not only be uploaded to Engagement Cloud, they can be a trigger to make changes in Engagement Cloud also. Imagine an email confirmation from a customer makes you believe you managed to push an opportunity into the next sales stage.

This change can be made from within Outlook 365. No need to open Engagement Cloud inside a browser. Just open the opportunity in Outlook 365 …

View opportunity details inside Outlook 365

… go into edit mode and update the opportunity sales stage. Notice how this all looks very similar to how the Enterprise Mobile App looks and works.

Update opportunities inside Outlook 365

Once the email uploaded, and once the opportunity updated, there is still off course the possibility to directly navigate to Engagement Cloud to complete other activities if that would be needed

Drill down from Outlook 365 into Engagement Cloud Conclusion

The result of sharing Outlook365 activities with Engagement Cloud (besides saving them from being deleted) is to share them off course with other Engagement Cloud users.

Sharing an email with an account or opportunity team shares the content of the email with the team and adds to the interaction history. Notice how the email content was copied into the activity description, the attachment was uploaded, and the activity was linked to the selected account and opportunity.

Discover shared email inside Engagement Cloud

But there is more! Just like the mobile app, the Outlook 365 plugin allows you to perform those activities in Engagement Cloud that can occur when going through your email or managing your calendar …. without being in Engagement Cloud. They can be performed directly in Outlook 365. How amazing is that!

and there is more …

The post Outlook 365 appeared first on Edward's Oracle Blog.

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