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Sales
Discussion List
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Will Service Request , Opportunities will be asked to be deleted from Oracle if database is fullSummary: Hi, Our business team has a concern related to Service Request and Opportunities . We know that there is no archiving process currently available in Oracle Enga… -
Announcing Delta Certification Exams - an easier way to maintain your certificationProfessional credibility, greater job satisfaction, and increased career opportunities, to name a few, are benefits of keeping your certifications current. We are very e… -
Is "Synchronize CRM Search Indexes" still needed when workspace is used.**This post was created as part of a How to Service Request (SR)Release: 11.13.23.01.0 Summary of the question: We use the workspace and the periodic refresh (scheduled … -
Limitation on the number of territories & Team Members that can be added in Accounts,Opportunities ?Summary: Is there any limitation on the number of territories that can be added in Accounts, Opportunities and Leads? Also is there any limitation on the number of team …
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API or Plugin for Integration of Lotus Notes with Sales CloudSummary: This post is created as part of new process of answering consultative or how to type of queries Is there an Plugin or API for Integration of Lotus notes with Sa…
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What access/privilege is needed to get Account Information from RESTThis post was created as part of a How to Service Request (SR)Release: 11.13.23.01.0 Summary of the question: What access/privilege is needed to get the appropriate acce…Robert Mutton-Support-Oracle 51 views 1 comment 0 points Most recent by Robert Mutton-Support-Oracle
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How to enable the originalsourcesystemreference number child field in adaptive search?Summary: I'm using the REST API endpoint of adaptive search and I want to expose the Original Source System Reference field of an account from contact entity. The accoun…
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Join us for Oracle Product Council Week (May 15th - May 19th )What are Product Council Meetings? Product Council Meetings are Customer Exclusive Events to listen and engage with our customers to articulate development plans, strate…Declan Cunningham-Support-Oracle 51 views 0 comments 2 points Started by Declan Cunningham-Support-Oracle -
Welcome and Instructions to Access Oracle Sales AssistantSummaryAccess to Oracle Sales Assistant ContentWelcome to the Oracle Sales Assistant forum for Oracle Sales Cloud. Oracle Sales Assistant is a chatbot that provides a co… -
How to add team members to an account in bulkSummary: We want to know if there is a way to bulk add or remove sales team members in an account through the UI Content (required): We would like to know if there is a … -
Sales Cloud Outlook integrationSummary: Need to enable outlook integration but customer is not using Microsoft 365. Content (required): How to proceed on outlook integration. Version (include the vers…
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Task Notification BehaviorSummary: Content (required): Hi everyone, We have a user who had 69 notifications Task notifications. They said that the next day the number dropped down to one. The use…
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What is the equivalent field in base table for "PrimaryContactFlag" attribute of Activity Contact?Summary: I want to convert Rest Websevice extract for Activity Contact with specific fields only into BI report. When I tried to construct the SQL Script using "ZMM_ACTY…
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How is it best practice to update the team members associated with an account?Summary: We are currently undergoing a commercial force maintenance process due to a change in the company's strategy. Therefore, it is necessary to start an update proc…
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VBS provisioned for Fusion Cloud@Customer?Summary: Client has Fusion Cloud@Customer. Is VBS provisioned for this deployment option? Content (required): Version (include the version you are using, if applicable):… -
How to add SHIP_TO for an existing siteSummary: How to add SHIP_TO for an existing site Content (required): How to add SHIP_TO for an existing site. I have sites which are having only BILL_TO, but now I want …
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How to change the HZ_PARTIES.Orig_system_reference for a party?Summary: How to change the HZ_PARTIES.Orig_system_reference for a party? Content (required): **This post was created as part of a How to Service Request (SR) ** Version …Jacqueline Li-Support-Oracle 158 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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Opportunity and Lead Territory Assignment Flexibility Using Custom DimensionsSummary: Overview of opportunity and lead territory assignment flexibility using custom dimensions feature and a demonstration of the one-time setup steps to enable a cu…
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Replacement Options for Oracle Social Network That Works for CX Sales MobileSummary: We are attempting to implement Oracle Social Network(OSN) as we need a method of communication where users can message and collaborate between each other on the…
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Adaptive Search: Remove "+" button from adaptive search UISummary: Hi Team, We have enabled adaptive search for custom object "Sales Register" and we want to remove "+" button for custom job roles. Ex: We want to enable Create(…
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What is the possible approach to purge the completed territory proposals?Summary: Do we have option to the purge the Completed Territory Proposal? and If yes, How to purge the territory completed territory proposal? Content (required): Do we … -
privileges to access following API'sSummary: We are looking to query following API's and need specific privileges to grant to custom role. https://*******.fa.ocs.oraclecloud.com/fscmRestApi/resources/11.13…
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SQL Database for Oracle Fusion SalesSummary: Is there a way to access the Oracle Fusion using SQL Server? Content (required): We would like to access the database using SQL Server to update records in Orac… -
Non-UI way to generate application composer customization reportSummary: Non-UI way to generate application composer customization report Content (required): Is there any alternative way to generate Application composer customization…
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How to filter search results using child object fields in Adaptive Search REST API?Summary: I'm filtering the search results in Adaptive search REST API using child account fields and contact fields from parent contact object. When I tested in Postman,…
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How to use SOAP API to modify the value of orig_system_reference for a customer account?Summary: How to modify the value in HZ_CUST_Accounts.orig_system_reference and hz_orig_sys_references.orig_system_reference for a customer account? Content (required): *…Jacqueline Li-Support-Oracle 210 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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Is there a way to limit the child level records in the response of Adaptive Search via REST?Summary: Content (required): We are querying Contacts entity via Adaptive Search REST. Included in our query are child/related-level criteria. However, for the search re…
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How to archive older records in sales cloud?Summary: How to archive older records/records which are not using for a long time in sales cloud? Content (required): When does anything (Leads, opportunities, service r…
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How to Show Territories Change History in UI?Summary: How to Show Territories Change History in UI? Content (required): Customer want to show up the change history details in territories object similar to Account/C…Abhishek Methi-Support-Oracle 52 views 3 comments 0 points Most recent by Lucian Vasile-Support-Oracle
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Is there a way to have a validation to inform the user of duplicate entry when setting up territory?Summary: Is there a standard way to have a validation to inform the user of duplicate entry when setting up territories? Content (required): For example, user creates ne…Abhishek Methi-Support-Oracle 62 views 1 comment 0 points Most recent by Abhishek Methi-Support-Oracle