Digital Sales Application Overview

Introduction to Digital Sales Application 21c

• Oracle introduces a new digital sales application in version 21c.
• Comparison with classic workspace UI and simplified UI.

Current UI Options

1. Classic Workspace UI

• Provides features like:
  • Fast results.
  • Easy role-based navigation.
  • Quick actions at record level.

2. Simplified UI

• Access through sales navigation.
• Limited search capability compared to workspace.

New Features of Digital Sales Application

• Designed using VPCS and follows the Redwood theme.
• Enabled when the application is upgraded to 21c.
• Provides better UI and additional features over workspace and simplified UI.

Navigation and Functionalities

Accessing Digital Sales Application

• Click on the navigator and select icons in digital sales to access different UIs.
• Example: Clicking on accounts navigates to the Redwood-themed digital sales UI.

Default Filters and Record Management

• Default filter shows records related to the user's team or subordinates.
• Users can remove filters to view all accounts.
• Options to manage saved searches available in the search bar.

Creating and Managing Accounts

• To create an account, click on the "Create Account" button, which opens a new page for details entry.
• Upon saving, users are navigated to the edit page.
• All main information displayed in a summarized format within tabs.

Actions Related to Accounts and Opportunities

• Users can create various records (contacts, opportunities) directly from the account page.
• Opportunity creation auto-fills certain fields based on the account context.

Send Email Feature

• Unique to digital sales application.
• Allows sending emails directly from the app without using external email clients.
• Options to send immediately or schedule emails.

Responsive Navigation

• The application allows back and forth navigation without restarting screens, enhancing user experience.

Customization and Future Updates

• Current limitations on adding custom components; requires copying the application and using visual builder.
• Expected future updates to support all standard objects.

Sales Performance Dashboard

• Currently empty but designed to help sales reps and managers track performance metrics.

Summary of Key Actions

• Users can apply filters and create saved searches easily.
• Can manage their views and customize actions effectively within the digital sales application.

Conclusion

• Digital sales application presents a modernized approach to sales navigation with improved UI and functionalities.