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Sales
Discussion List
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How to use geography dimension in Business Plan Objectives? (and how to create new dimensions)?Summary: How to use geography dimension in Business Plan Objectives? (and how to create new dimensions)? Content (required): I enabled geography dimension for BP Objecti… -
Facing java.lang.NullPointerException while converting Lead to OpportunitySummary: We are able to create Lead and Opportunity after migration , but when we are trying to convert the lead to opportunity we are facing the below issue java.lang.N… -
Can a partner user be given quota and access to forecast?Summary: Can partner users participate in quota/forecasting? Content (required): Is it possible to set a partner user (e.g. partner sales representative) as a territory …
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How to make Sales Performance Infolet visible for all sales representatives?Summary: Sales Representatives cannot see each others percentages in below infolet. I (saled administrative) can see everyone percentages. I added the CRM Analysis Duty …
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Show an error message in button create quoteHi In Quotes and Orders subtab into opportunity object, we need to show an error message when I do click in "Create quote" button if already exist a quote but the action…Juan Sebastian Montero Castelblanco 61 views 5 comments 0 points Most recent by Siraj Syed -Support-Oracle
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Audit report for territory changes?Summary: Can the Audit Reports access be given to custom role, and also restrict the Product and Business Object Type selection? Content (required): For security audit p…
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Business Plan Objective Split not availableSummary: Hi, I'm creating some objectives for business plans and the action "Split" is not available under actions. Already checked on App Composer and the action is add…
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How to remove fields from the contact address sectionSummary: Greetings! How can I remove the fields 'Postal Code' and 'Address Line 3' fields from the Contact Address section in the lead creation page. Thank you. Content …
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Is there a way to show the BPM worklist comments in the Opportunity objectSummary: Is there a way to show the comments of custom approval workflow which is triggering the approval notifications from object workflows of opportunity object in Op…
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How to add a field grouping to a desktop page?Summary: Hi, I want to add a field grouping to 'Person' Page on Customer Data Management Tab in fusion . Content (required): I want to add a field grouping to 'Person' P…
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Using Sales territory coverage Vo (TerritoryDimensionalityPVO )in GroovySummary Not able to use Sales territory coverage Vo (TerritoryDimensionalityPVO )in groovyContent Hi All, i'm trying to fetch territory name based on the coverage, and i…
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Need to know API for getting territory details from Team's tab on Account page in OSCSummary: Content (required): Can you please help us by providing the API call to get the details of territories under the Team's tab in Accounts(Attaching screenshot for…
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Vertex ORAMAST import to CDM GeographySummary: Hi, We'd like to use Vertex ORAMAST data file as the source for CDM Geography. As per CDM implementation guide, it's supported. Can you help with the following … -
Data Security Policy Mapping for Leads in the UI and OTBISummary Using different security in OTBI to HCM Cloud Content Would it be possible for you to give me an example of this solution: https://community.oracle.com/customerc…
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What is the best practice for managing a work email and a personal emailSummary: We have contacts that have both a corporate email and a personal email, that they often register for webinars with, what is the best practice for having both em…
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Its important to know if there is ability to add quota for specific product item not groupWe need to add new sales goal for specific a certain product not a group. For example: we have one resource , we need to say that this resource will sell for example 10 …
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Where to define end point to call through Topology manager in groovy scriptsSummary: Access dynamic URL through groovy scripts with below code, oracle.topologyManager.client.deployedInfo.DeployedInfoProvider.getEndPoint('OPA_HUB_URL') Where to d… -
Modify the Opportunity Outcome valuesSummary: We don't want to have a value of "No Sale" as an Opportunity Outcome, what is the best way to remove that from the list of options for an Opportunity? Content (…
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Roles required for Resource DirectoryHi, What roles are required to access Resource Directory please ? -
Page ComposerHi, What exactly the role is required to have Page Composer enabled for my username please Thanks
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What is the URL / endpoint for calling an Object Function?Summary: I cannot find all the necessary information necessary for calling an "Object Function" written in Groovy via a REST API from an external REST client. Content (r… -
Is there a way to create an Account as part of adding a Contact in the O365 Outlook UI?Summary: When I am in Outlook and am adding a contact as part of an email, and the contact and account the contact works for are not in CX Sales. I can Create the Contac…
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Is it possible to copy a text to the clipboard in groovy?Summary: How to copy a text or an URL to the clipboard (like a ctrl-c command) in groovy? Content (required): My customer wants a simple way to copy the URL of the curre…
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Customer Support Event on May 9-Learn how you can find answers to your questions in Customer ConnectCustomers can instantly access answers in CCC and learn directly from their peers on how to best navigate Fusion Applications. Learn more about how Oracle Customer Suppo…Declan Cunningham-Support-Oracle 31 views 0 comments 1 point Started by Declan Cunningham-Support-Oracle -
Ability to view "View Selector" option in excel attachment for reportsSummary: We are scheduling an analysis, In the analysis we have view selector(attached the screenshot) where the default one is Graph view and the other one is Table. Wh…
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How to fetch all Customer Sites to which a user is mappedSummary: How to fetch the details of all customer sites to which a user is mapped@Manoj Kumar-Support-Oracle Content (required): How to fetch the details of all Customer…
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Fusion PRM: Multiple Partners registering same DealSummary: "Weighted" Pipeline Report for Channel Account Manager to exclude "duplicate" registered deals (same customer, product lines etc) by multiple partners. Content …
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Trying to update Long Text field from a string in Groovy scriptingSummary: We have a long text field on the Activity Object. We want to set this field in Groovy scripting. We get the error Cannot assign value of type java.lang.String t…
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How can I check the Qualifying points field from Loyalty Cloud, which are shown in the Loyalty Profi**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How to check the Qualifying points field from Loyalty Cloud, which…
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CX Sales Mobile App Force LogoffIs there a way to force log off of the CX Sales Mobile app, so that when App Composer changes are published the updates are made on the application....We noticed that af…