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Sales
Discussion List
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Add mashup in opportunity header**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: we want to add the mashup to the top of the opportunity screen Is … -
How to change email address, on object workflow Notification?What "From Address" means?Summary: What "From Address"(Go to Navigator > Common Setup: Object Workflow> Object> Sales Lead> select a lead > edit -> select email notification) means? How to change…Liliana Filip-Support-Oracle 193 views 1 comment 2 points Most recent by Liliana Filip-Support-Oracle -
Error in Sales Microsoft Outlook 365 setupSummary: Go to Setup and Maintenance Manage Microsoft 365 Enter Application ID, Key, Tenant ID Save Error Content (required): Facing following error on Save the details …
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Microsoft Tenant ID in Office 365 integrationSummary: While performing outlook setup in Sales, I came across an additional attribute called 'Microsoft Tenant ID', is this mandatory? as this attribute is not seen in…
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Opportunity to Sales Contract CreationSummary Opportunity to Sales Contract CreationContent We've a requirement to create Sales Contract from Opportunity. Is there any standard out of the box process that cr…
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Set Sales Quotas by sales representative without territories?Summary: We have not setup territories because all reps can sell all products. I want to use the existing reports for reps to show how they are doing against their quota…
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Need access to add Service Request as top level object for OutlookSummary: We have a service team that would like to use the Outlook Integration in conjunction with the Service Request object. Essentially, as the service team member re…
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How to fetch custom lookup values using REST APIContent Hi, We have a custom FCL created on opportunity and we need to fetch all its values using REST API. Can you please let us know how to access it using REST API Th…
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Is there any standard integration between Oracle Sales Cloud and Oracle Project Portfolio managementSummary Can an opportunity with "WON" status Oracle Sales Cloud trigger the creation of a project in Oracle Project Portfolio management?Content Can an opportunity with … -
Sales- MS 365 integrationSummary: Need clarity on following points. What should I know when implementing the Microsoft 365 Add-In? Here are some important things you should keep in mind when imp…
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Generate Data Quality Keys process is paused and blocked and not completedGenerate Data Quality Keys process is paused and blocked and not completed so pls need to know the cause for this issue -
Is it possible to modify the information that appears when accessing the help icon?Summary: Modify Workspace help information Content (required): When you access the Workspace, when entering, next to the literal 'Workspace' there is a help icon where c…Madalina Roman-Support-Oracle 41 views 1 comment 0 points Most recent by Madalina Roman-Support-Oracle
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Is Social is going to be available in future releases or will be deprecated**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: We wanted to know if Oracle social Network will be avail…Bodhisattwa Mukherjee-Oracle 42 views 1 comment 0 points Most recent by Bodhisattwa Mukherjee-Oracle
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Why Expected Close Date field it is not working if we use the Operators "Since" or "Until"?Summary: The Expected Close Date field it is not working if we use the Operators "Since" or "Until". Content (required): While creating(editing) a Routine Rule for Oppor…Liliana Filip-Support-Oracle 22 views 1 comment 0 points Most recent by Liliana Filip-Support-Oracle
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How can all users see my extra Sales on Home PageSummary: Users currently are not seeing both dashboards under Analytics on home page. Content (required): Users view is the first one. Admin view 2nd one. How do I get a… -
Manage Account Hierarchy link in Account Profile TabSummary: We are planning to hide the overview tab and replace it with a custom dashboard. But in doing so, we lose access to the Manage Account Hierarchy page. Is there …
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An error occurred while invoking task Manage Address Cleansing ConfigurationsSummary: While trying to invoke task Manage Address Cleansing Configurations there is error displaying "nable to retrieve content. Additional information for "Remote Reg…
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How to Create a Customer with Account Name Different from Party Name via SOAP API?Summary: How to Create a Customer with Account Name Different from Party Name via SOAP API? Want to use SOAP API to create a customer account having an account name diff…Jacqueline Li-Support-Oracle 55 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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Resolving error- The master record cannot be determined because the survivorship rules are inactive**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: Customer is using the merge functionality for the very f… -
Email, & Phone VerificationHi, As per the below link given below what is the configuration required for email and phone verification while creating contacts -
Duplicate sets is showing 0Duplicate sets is showing 0 while there is duplication
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How to update the Party Number of an existing contact?Summary: How to update the Party Number of an existing contact? Content (required): **This post was created as part of a How to Service Request SR ** Need to update the …Jacqueline Li-Support-Oracle 16 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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How to tell if Upcoming Quarterly Update for Oracle Cloud will have an impact on Sales cloud/B2B?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: How to tell if Upcoming Quarterly Update for Oracle Cloud will hav… -
How to add two quotas on territory level?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: The customer has the requirement to have two quotas on …Matei Niculescu-Support-Oracle 42 views 1 comment 0 points Most recent by Matei Niculescu-Support-Oracle
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What Role has the priviliages for Rest Web Service?Summary: I need an administrator to be able to work with Rest Services Content (required): Rest Web Services API Role and Privileges needed. Version (include the version…
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Suggestions for replacing the Sales Campaign feature in CX Sales ?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Discontinue of the Sales Campaign feature in CX Sales. …Matei Niculescu-Support-Oracle 41 views 1 comment 0 points Most recent by Matei Niculescu-Support-Oracle
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How to make the fields Old Quantity/Old Value as required depending on the Opportunity Type fieldQuestion : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to make the fields Old Quantity/Old Value as requir…
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Owner field not available for workflow in opportunities**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: We want to pass the same workflow that is created in leads to oppo…Ionel Spaloghe-Support-Oracle 32 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle
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How to rename fields in workspace filters and columnsQuestion: **This post was created as part of a How to Service Request(SR) Release: 22B Summary of the question: User wants to rename fields used for workspace. It is not…
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How to import Customer Classification CategoriesSummary: Hi, I'm creating a new Classification Category to use as an auxiliary dimension in territory. We have many classifications codes and we want to import all of th…