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Sales
Discussion List
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Is it possible to change the value of the EmailAddress attribute to null?Summary: Content (required): Hello community. I need to change the value of the EmailAdress attribute in Contact to a null value, try the following code but it shows me … -
Can we get the deep links for import managementSummary: Can we get the deep links for import management in sales cloud. We checked under Tools- deep links but nothing is mentioned for import management deep links. Co… -
Sales Account OwnershipSummary: Hello! Is it possible to create a Owner (to be assigned to accounts and contacts)without having to create a user with a license assigned? Content (required): He…
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Forecast submission windowSummary: My Submission Window07-23-2023 to 07-29-2023 Why is the forecast doesn't consider the current month? I would like to submit a forecast for the current month. Co…
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Workspace - Dependent Filters and Next/Previous RecordSummary: Hi, Can you help to answer the following questions with Workspace/Adaptive Search in the Simplified UI? 1. Is it possible to enable dependent filters? For examp… -
Can a Business User access Sales and Service both ?Summary: My business user needs to work on Service and Sales both like Opportunity and Service Request access both. So can we provide them both access at same time ? Con…
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Can we change format of the response when running BI Report via SOAP?Content (required): Currently, when running a BI report via SOAP (SoapUI), we are receiving a response payload which contains the ReportBytes encoded data in base64 form…
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Attachment is not coming in Resource Object.Summary: Can we add Attachment in Resource Object. Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets th…
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Can Eloqua write to a child object in CX Sales?Summary: We are trying to identify if Eloqua can write to a child object on the contact record in CX Sales. Content (required): We are collecting information through an … -
Sales Planning Cloud Integration with ERP (Incentive Compensation), EDMCS and EPBCSSummary: Is there a documentation which provides the out of the box integrations of Sales Planning Cloud Content (required): Is there a documentation which provides the …
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Can we enable 'Contains' operator for Account field in Activity objectSummary: Can we enable 'Contains' operator for Account field in Activity object Content (required): Hi Team, We have requirement where Customer is asking to enable 'Cont…
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Sales Quota Plan ImplementationSummary:We are not able to use Quota Formulas and Distribution Formulas Content (required): 1. While creating a Quota Plan through setup and Maintenance, we got the opti…
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How we can add ribbon bar on UI page -Please refer attached screen shotSummary: Like Dev Instance Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, i…
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how to change the default Drop down list in the Account / Activities Subtab?Summary: Customer wants to change the default drop down list to 'All Activities' ( currently it's Open Activities). Could you please advise how this can be done? Content…
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How to restrict Partner Opportunity data from OSC userSummary: We need to restrict opportunity data which is created by partner to sales cloud users Content (required): Ex: Sales Admin or Sales Rep cannot see Opportunity or…
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Can we create report in OTBI where we can have the currency changed based on our requirement?Summary: Hi, I want to create a report in OTBI where I want to change the values of the currency field based on the currency I select. Say, the value in the currency fie…
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Profile option to Sets up a sales territory hierarchy that mirrors your sales resource hierarchySummary: I believe there is any profile to mirror the sales resource hierarchy to the territory hierarchy Content (required): Looking for a Profile option to Sets up a s…
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Territory Setup Use caseSummary: Territory Setup use case Content (required): I have the following use case for one of the territories: Dimensions: Address and account size A manager should see…
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possibility to modify a standard error message which is thrown when a user click on Qualify button.Summary: On Lead Landing page when users click on Qualify option from Action drop down this error is thrown "None of the selected leads can be qualified. You can only qu… -
How to restrict Account selection from other object DCL's (Opportunity, Lead, SR)Summary: Is there a way to restrict Account selection from other object DCL's (Opportunity, Lead, SR) to prevent users from being able to select Accounts that they have …
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How to change the recipient of Outlook notificationsSummary: We currently have an integration with OFFICE 365 and Sales Coud. Our client is requesting us that Outlook notifications reach a single user and not the owner of…
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How to Fetch data from custom object to Custom Child objectSummary: We have 3 custom Object called- Connection , Legal and Legal Child object when ever we create new records in connection and Check box field (ShowOnQualityPageLi…
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Audit Trail between Contact and Custom ObjectsContent (required): On the current setup, we have a custom object where we set Primary and Secondary Contact which are from the Contacts object. Any changes to the conta…User_2025-03-07-05-55-29-886 82 views 1 comment 0 points Most recent by Hector Dantas-Support-Oracle
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Significance of Account hierarchy in Account ObjectSummary: I understand that we can maintain an account hierarchy in the account object and the same information can be utilized for reporting. Is there any other signific…
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How to configure Multiple Factor Authentication (mail and cellphone)Summary: Content (required): The client wants to have an MFA, he wants to achieve it by mail and not by cell phone, how can we achieve it? What are the best practices fo…
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[NGS] How to enable 'Digital Sales Room' using Next Gen salesSummary: Please provide the documents if any or share the process to enable 'Digital Sales Room' using Next Gen Sales/Digital sales Content (required): Version (include …
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About the interval at which P2T can be performedSummary: What is the feasible interval for P2T? (ex monthly, quarterly, etc.) Content (required): hi all, Let me ask you a rudimentary question. Is there a limit to the …
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Change History on Service Request not visibleSummary: I have enabled the audit on Service Request object. In the application composer page layout the subtab of change history is also enabled. On navigating to the S…
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Is there a way to add custom child object fields as columns in the Workspace list?Summary: Hi, In the current feature, custom child objects can be added in the Workspace filters but we're unable to add those fields as columns in the Workspace list so …
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[SFA]-[CX-SALES]Lead notification restriction for weekendsSummary: The object function triggers the notification for Saturday and Sunday as well, but we have a requirement that the notification should not be triggered on weeken…