Introduction

‘Deep Links’ or ‘Direct Page Links’ allow users to directly open a specific tab or sub-tab in the Oracle Sales Cloud Simplified User Interface.  A Salesperson, for instance, could view a report that lists all of their active opportunities with a link to open the opportunity tab directly in Sales Cloud to edit it, or perhaps a link to open the specific Customer Contact they are working with.

This article presents a detailed methodology to develop a report with embedded deep links to the main Account tab and one of it’s Sub-tabs. Furthermore, it details the steps for building the report syntax for the Opportunities and Activities screens and constructing similar links for Contacts, Leads, Household and Custom Objects.

 

 

Additionally, the article explains how to present  the reports with the same look and feel as the existing canned reports that come with Sales Cloud.

 

Main Article

Creating the reports requires a user with Report Author privileges.  Reports are created by following the ‘BI Analytics (Answers)’ link from the Business Intelligence page from the Cloud Home.

Account Tab

This example demonstrates how to create a report that drills directly to the main Account Tab of a Customer, and also to the Opportunity Sub-tab.

The general pattern for the URL to be used is:

https://hostname:port/application/faces/CrmFusionHome?cardToOpen=ZCM_CUSTOMERCTRINFRA360_CUSTOMERS_CRM_CARD&tabToOpen=ZCM_CUSTOMERCTRINFRA360_CUSTOMERS_CRM&TF_subTabName=Overview&TF_AccountPartyId=123456

 This URL can be broken into 4 parts.

1. The host name for the cloud environment (the port is typically not required).

https://hostname:port

2.  The next part of the URL specifies the Customer Simplified UI container, the CRM ‘Card’ and the CRM ‘Tab’.

/application/faces/CrmFusionHome?cardToOpen=ZCM_CUSTOMERCTRINFRA360_CUSTOMERS_CRM_CARD&tabToOpen=ZCM_CUSTOMERCTRINFRA360_CUSTOMERS_CRM

3.  The next section defines the name of the Sub-tab to Open.  In this case the ‘Overview’ Sub-tab.  Valid options for this argument are ‘Overview’, ‘Profile’, ‘SalesAccountTeam’, ‘Contacts’, ‘Assets’, ‘Opportunities’, ‘Quotes’, ‘Leads’, ‘Relationships’, ‘Recommendations’, ‘Notes’,  ‘Activities’,  ‘Conversations’.

&TF_subTabName=Overview

4. The final part is the Account ID that will be opened.  This will be built dynamically in the report so that each row in the report will open the specific account id for that report row.

&TF_AccountPartyId=123456

 

Create the Account Analysis

1. In the Analytics Portal, create a new Analysis

 

2. Select the ‘Sales – CRM Customer Overview’ Subject Area.

 

3. Add ‘Level 1 Account Name’ from the Customer folder

4. Add ‘Level 1 Account ID’ from the ‘Customer’ folder

5. Add ‘Level 1 Account ID’ (again) from the ‘Customer’ folder

6. Add a filter for ‘Account Status = ‘Active’

Note: The two instances of Account ID will be later edited to create the two deep drill links.

 

 

Apply ‘Look and Feel’

To retain the ‘look and feel’ of an existing Sales Cloud reports;

1. From the ‘Results’ tab select the option to import formatting from another analysis

 

 

2. Select the formatting from an existing sales cloud report.  In this example the formatting from the ‘Top Customers’ report in the /Shared Folders/Sales/Analytic Library/Customer folder was selected.

 

 

Add Link to Main Account Tab

1. Return to the ‘Criteria’ tab, and select ‘Edit formula’ for the first ‘Level 1 Account ID’ in the report.  This will become the URL that opens the main Account tab.

 

2. To build the HTTP link, begin with the following text, starting with a ‘ character to let BI Answers know that what follows is text and not a field from the subject area.

‘<A HREF=https://

3. Then insert the fully qualified hostname for your Sales Cloud environment – for instance:

adc2-fapXXXX-crm.oracledemos.com

4. Append the following text, which includes the code to open the ‘Customers’ Card and Tab, and the ‘Overview’ Sub tab, and also to open the AccountPartyId for an, as yet, undefined account.  Note the Sub-tab argument (&TF_subTabName=Overview) is not required when opening the main Customers tab, as the Overview tab is opened by default, but including it makes it easier to subsequently edit to open specific Sub-tabs.

/customer/faces/CrmFusionHome?cardToOpen=ZCM_CUSTOMERCTRINFRA360_CUSTOMERS_CRM_CARD&tabToOpen=ZCM_CUSTOMERCTRINFRA360_CUSTOMERS_CRM&TF_subTabName=Overview&TF_AccountPartyId=’

5. The next section is the dynamic code to build the URL with the specific Account ID.  This is done using the pipe characters to concatenate the account ID from the report, with code that tells the browser to open the link in a new target frame, and what text to display in the link itself:

‘ || “Customer”.”Level 1 Account ID” || ‘ target= _new>Drill to Acct Ovrw</A>’

6. The first quote closes out the original string and lets BI Answers know that what follows is now dynamic and coming from a field in the Subject Area, followed by the pipe characters.  The “Customer”.”Level 1 Account ID” is the value from the BI Presentation catalog, and then the pipe characters.  Then reopening a quote ‘ for the final piece of the URL.  Note, there is a space between the quote and the word target.  The text ‘Drill to Acct Ovrv’ is what will be displayed in the report for the user to click and can be changed to suit.

The final code should look similar to this:

‘<A HREF=https://adc2-fapXXXX-crm.oracledemos.com/customer/faces/CrmFusionHome?cardToOpen=ZCM_CUSTOMERCTRINFRA360_CUSTOMERS_CRM_CARD&tabToOpen=ZCM_CUSTOMERCTRINFRA360_CUSTOMERS_CRM&TF_subTabName=Overview&TF_AccountPartyId=’ || “Customer”.”Level 1 Account ID” || ‘ target= _new>Drill to Acct Ovrw</A>’

 

7. Enter this in the Formula window, change the Folder and Column Headings, and select ‘Contains HTML Markup’ as shown:

 

It would have been possible to make the actual link text displayed in the report dynamic as well.  For instance, this version of the  would display the Account Level 1 Name as the text for the URL that would then open the Account Tab:

‘<A HREF=https://adc-fapXXXX-crm.oracledemos.com/customer/faces/CrmFusionHome?cardToOpen=ZCM_CUSTOMERCTRINFRA360_CUSTOMERS_CRM_CARD&tabToOpen=ZCM_CUSTOMERCTRINFRA360_CUSTOMERS_CRM&TF_AccountPartyId=’ || “Customer”.”Level 1 Account ID” || ‘ target= _new>’ || “Customer”.”Level 1 Account Name” ||'</A>’

 

Add Link to Opportunities Sub-Tab

Since this report will have two different URLs, one to the main Account Tab, and one to a subsequent Sub-tab, we will use the version that displays the static text to make it clearer what the link text will open.

1. Edit the formula for the second ‘Level 1 Account ID’ field.

2. The code below will directly open the ‘Opportunities’ Sub-tab as highlighted.

‘<A HREF=https://adc2-fapXXXX-crm.oracledemos.com/customer/faces/CrmFusionHome?cardToOpen=ZCM_CUSTOMERCTRINFRA360_CUSTOMERS_CRM_CARD&tabToOpen=ZCM_CUSTOMERCTRINFRA360_CUSTOMERS_CRM&TF_subTabName=Opportunities&TF_AccountPartyId=’ || “Customer”.”Level 1 Account ID” || ‘ target= _new>Drill to Oppty</A>’

 

3. Change the Folder and Column Headings, and select ‘Contains HTML Markup’.

 

 

Set Column Properties

The final step is to tell BI Answers that the two calculated column data fields should be displayed in HTML format.

1. For each of of the new URL fields, select ‘Column Properties’

 

2. In the ‘Data Format’ tab, select to Override the Default Data Format and select ‘HTML’.

 

Test and Save Report

1. Run the report and test the two drill links and make sure they open the correct Customer Account screen, both in the Overview section and also direct to the Opportunity sub-tab.

2. Save the report into a sub-folder within /Shared Reports/Custom Reports/

3. Make a note of the name.  This will be needed to find the reports from the Sales Cloud Interface.

 

Run Report in Sales Cloud

1. Return to the Sales Cloud Simplified Interface and select the ‘Analytics’ tab

2. Search for the report, either by entering the full name or partial text.

3. Once located, make it a favorite by selecting the ‘star’ symbol.  This allows the report to be easily found in the favorite bar for future use.

 

 

4. Run the report, and select one of the ‘Account Opportunity’ entries to demonstrate how the deep drill will directly open the Opportunity Sub-tab of the main Account Tab.

 

 

Notice how the Opportunity Sub-tab is opened directly.

Opportunity Tab

The format for building the URL to open the Opportunity Tab is:

https://hostname:port/customer/faces/CrmFusionHome?tabToOpen=MOO_OPPTYMGMTOPPORTUNITIES_CRM&cardToOpen=MOO_OPPTYMGMTOPPORTUNITIES_CRM_CARD&TF_subTabName=Quotes&TF_skipToEditOptyId=123456

This direct page link opens the Quotes subtab on the Edit Opportunity simplified page.

The allowable values for Sub-tab for Opportunities are ‘Summary’, ‘Quotes’, ‘Contact’, ‘OpptyTeam’, ‘OpptyPartner’, ‘Activities’, ‘Notes’, ‘Assessments’, ‘Leads’, ‘Conversations’

This is an example of the completed formula to trill directly to the main Opportunity Tab.

‘<A HREF=https://adc2-fapXXXX-crm.oracledemos.com/customer/faces/CrmFusionHome?cardToOpen=MOO_OPPTYMGMTOPPORTUNITIES_CRM_CARD&tabToOpen=MOO_OPPTYMGMTOPPORTUNITIES_CRM&TF_skipToEditOptyId=’ || “Opportunity”.”Opportunity ID” ||’ target= _new>Drill to Oppty</A>’

This example includes the additional subTabName code to drill to the Opportunity Team Sub-tab.

‘<A HREF=https://adc2-fapXXXX-crm.oracledemos.com/customer/faces/CrmFusionHome?cardToOpen=MOO_OPPTYMGMTOPPORTUNITIES_CRM_CARD&tabToOpen=MOO_OPPTYMGMTOPPORTUNITIES_CRM&TF_subTabName=OpptyTeam&TF_skipToEditOptyId=’ || “Opportunity”.”Opportunity ID” ||’ target= _new>Drill to Oppty Team</A>’

 

Activity Tab

The general syntax to open the Activity Tab for a specific account is as follows.

https://hostname:port/application/faces/CrmFusionHome?cardToOpen=ZMM_ACTIVITIES_CRM_CARD&tabToOpen=ZMM_ACTIVITIES_ACTIVITIES_CRM&TF_ActivityId=123456

There is the option to link directly to specific types of activities by changing the value for the parameter

tabToOpen=

To open a list of all tasks use the pattern:

&tabToOpen=ZMM_ACTIVITIES_TASKS_CRM

To link to appointments (calendar view) use the pattern:

&tabToOpen=ZMM_ACTIVITIES_APPOINTMENTS_CRM

An example of the formula code for a BI Answers report is shown below.

‘<A HREF=https://adc2-fapXXXX-crm.oracledemos.com/customer/faces/CrmFusionHome?cardToOpen=ZMM_ACTIVITIES_CRM_CARD&tabToOpen=ZMM_ACTIVITIES_ACTIVITIES_CRM&TF_ActivityId=’ || CAST( “Activity”.”Activity Id” AS char(40)) || ‘ target= _new>Drill to Activity</A>’

Notice that the “Activity”.”Activity Id” is cast to a char(40).  This field is defined as numeric in the RPD and thus cannot be concatenated until it is changed to a string value.  Without this the report will fail with this error:

[nQSError: 22020] Function Concat does not support non-text types. (HY000)

 

Contact Tab

The general syntax to open the Contact Tab for a specific account is as follows.

https://hostname:port/application/faces/CrmFusionHome?cardToOpen=HZ_FOUNDATIONPARTIES_CONTACTS_CRM_CARD&tabToOpen=HZ_FOUNDATIONPARTIES_CONTACTS_CRM&TF_subTabName=Overview&TF_ContactPartyId=123456

As in previous examples, the &TF_subTabName=Overview code is not-required if opening the main Tab, but for any Sub-tab the syntax is required, with the following being allowed values ‘Overview’, ‘Profile’, ‘Team’, ‘Opportunities’, ‘Leads’, ‘Assets’, ‘Relationships’, ‘Recommendations’, ‘Notes’, ‘Activities’,  ‘Conversations’.

Household Tab

The general syntax to open the Household Tab for a specific account is as follows.

https://hostname:port/application/faces/CrmFusionHome?cardToOpen=ZCM_CUSTOMERCTRINFRA360_GROUPS_CRM_CARD&tabToOpen=ZCM_CUSTOMERCTRINFRA360_GROUPS_CRM&TF_subTabName=Overview&TF_HouseholdPartyId=123456

Allowed values for the Sub-tab element are ‘Overview’, ‘Profile’, ‘SalesAccountTeam’, ‘Contacts’, ‘Opportunities’,
‘Assets’, ‘Leads’, ‘Relationships’, ‘Notes’, ‘Activities’, ‘Conversations’

Lead Tab

The general syntax to open the Lead Tab for a specific account is as follows.

https://hostname:port/application/faces/CrmFusionHome?cardToOpen=MKL_LEADS_CARD&tabToOpen=MKL_LEADS&TF_subTabName=Summary&TF_LeadId=123456

Allowed values for the Sub-tab element are ‘Summary’, ‘Contacts’, ‘Qualification’, ‘Team’, ‘Activities’, ‘Notes’, ‘Opportunities’, ‘Conversations’, ‘Analytics1′, ‘Analytics2′, ‘Analytics3′

Custom Objects

The general syntax to open the Custom Objects is as follows.

https://hostname:port/application/faces/CrmFusionHome?cardToOpen=CRM_CUSTOM_CARD_XXXX& tabToOpen=CRM_CUSTOM_TAB_XXXX&TF_ObjectId=123456

Replace XXXX with the custom object’s API name using all upper case letters. For example, TROUBLETICKET_C. Obtain the API name from the object’s overview page (click the object’s node in the Custom Objects tree in Application Composer).

NoteDirect page links to custom object sub-tabs are not supported.

 

Summary

This article explained the concept of ‘Deep Dive’ links within Oracle Sales Cloud, and how to create new reports for users to quickly be able to open relevant content within the Simplified GUI.

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