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Sales
Discussion List
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Role required for Sales forecastHi, What is the role required for Sales forecast please Thanks -
How can we enable reports in the oracle cx sales mobile application?Summary: How can we enable reports in the oracle cx sales mobile application? Thank you Content (required): Version (include the version you are using, if applicable): C… -
Why Save & Continue button is missing in Deal Registration creation page after enabled workspaceSummary: Save & Continue button is missing in Deal Registration creation page after enabled workspace Content (required): Users have enabled this feature "Open Work Area… -
How to enable Objects under the Navigator?Summary: Please confirm how to enable objects under the Navigator Menu. Version : 22C
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Routines - does it support variable for field update?Summary: Hi, We have use case to update account owner with an attribute from another object for all accounts owned by this owner. Is this possible with Routines action f… -
How to enable audit for Industry and Parent Account Fields?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: How to enable audit for industry and parent account fiel…Umamaheswarareddy Ambati-Support-Oracle 33 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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How to translate an account field from english to arabic?Summary: I've been using the User interface text to change a field from english to arabic. Content (required): The requirement is when a user change de language for the …
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Moved: Incentive Compensation - Implementation Health DashboardThis discussion has been moved.
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How to Maintain Lead Owner to Opp Owner on Conversion** This post was created as part of a How to Service request (SR) Release: 22D Summary of the question: When a Lead is converted the owner of the Lead and the owner of t… -
When clicking accept owner it give me another ownerwhen click accept it gives me this Abdu owner but the owner should be saber depends on the rule when run assignment the owner should be saber it comes saber but when cli… -
CREATE ACCOUNT SAVE&CLOSE -> DEDUP SELECT -> BLANK CREATE PAGESummary: CREATE ACCOUNT SAVE&CLOSE -> DEDUP SELECT -> BLANK CREATE PAGE Content (required): **This post was created as part of a How to Service Request (SR) ** Navigate …Jacqueline Li-Support-Oracle 32 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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How to identify IDCS provisioned for Fusion Sales Pod?Summary: Is there any way we can find the IDCS URL provisioned for each Fusion Sales pod? For example, setup task or security console? Content (required): Customer cloud…
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How To Disable O365 Sync For Contacts** This post was created as part of a How to Service request (SR) Release: 22D Summary of the question: How to disable the sync between O365 and OSC for Contacts. Suppor…
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Extra field values in Drop downSummary: Extra field values in Drop down Content (required): For the fixed choice list drop down can we add extra fields. For example we use to get the record name in th…
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How can add condition to control the visibility for custom DCL(Dynamic choice list) please importantNeed to add condition to control the visibility for custom DCL(Dynamic choice list) so if there is ability to do that. as we cannot see hidden related to the DCL. please…
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Custom Objects record/data cannot be seen in the Oracle Cx Sales Mobile ApplicationSummary: Custom Objects record/data cannot be seen in the Oracle Cx Sales Mobile Application. However, I can see the records in the system. What could be the reason for …
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How to switch from the legacy work areas to the new work areas powered by Adaptive Search?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question:[Use the SR details to build a clear summary] How to swit…Umamaheswarareddy Ambati-Support-Oracle 21 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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CPQ to CX can we get the current approver name in CPQ to CXSummary: We want to get the current approver name in CPQ quote to CX quote , as the current approver name is run time in CPQ unable to get , is there anyway to get the n…
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Integration issue "oracle sales cloud with CPQ cloud"Summary: Integration issue "oracle sales cloud with CPQ cloud" Content (required): Customer cannot activate two sales order instances taking into consideration that they…
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Best Practices for importing / creating activities and campaign follow-upsSummary: We are looking for a way to import activities for contacts. Specifically, we went to a go to a trade show and had an dinner event. We come back and we want to: …
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Remove Inactive Users from Opportunity Team tab using groovySummary: Remove Inactive Users from Opportunity Team tab using groovy Hi Team, We wrote below script to remove Inactive Users from Opportunity Team tab using groovy. But…
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How to default task status to "In Progress" in CX Sales Mobile**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How to default task status to "In Progress" in CX Sales Mobile In … -
Can we create fields in the Oracle CX Sales mobile application? If yes, then how do we do so?Summary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable):
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How to add the O365 Plugin Automatically to the Outlook ribbon**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: The users aren't seeing the O365 plugin automatically on the Ribbo…
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Adding additional Match Identifiers while configuring Match Attributes for Duplicate IdentificationSummary: How can we add additional identifier while configuring Match attributes for duplicate identification Content (required): We have business requirement to identif…
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Install EDLC (external Data loader Client)Summary: Issues while installing EDLC Content (required): I've been facing an issue while installing EDLC on my machine. I have referred (Doc ID 2325249.1) to download a… -
How to set the date and time to Activity Start date using groovySummary: Need to set the custom date and time to the Activity Start date , able to set the date but time not able to. How can we set. Content (required): Version (includ…
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Getting Foebidden error when using REST API endpoint /crmRestApi/resources/latest/serviceRequestsSummary: Please let me know what role and privileges is required to use below 2 API: /crmRestApi/resources/latest/serviceRequests /crmRestApi/resources/11.13.18.05/hubPe… -
When clicking accept owner it give me another owner please need to know how to solve thisPlease I have to know how to solve this when click accept it gives me this Abdu owner but the owner should be saber depends on the rule when run assignment the owner sho…
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How to enable top sales manager to see leads assign to other sales managers1-How to enable top sales manager to see and edit leads assign to other sales managers while he is not their reporting manager 2-And need any sales manager of them to se…