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Sales
Discussion List
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Partner territory assignment to opportunitySummary If i create a opportunity 1st and associate partner afte that will the the partner territory assigned to opprtunityContent HI All, 1. if i create a opportunity f… -
is it possible to change partner contact association from one partner to otherContent Hi, currently one partner contact is associated with partner A, is it possible to change the association to partner B using file import? Regards, Sudheer.
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Data format errorsContent hello, i have this error in creating appointment in Activity, "invalid timestamp format in attributes in EndDate and StartDate" please see image below, and attac…
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Default fixed value in FCLContent Hi, Is there way to default fixed value in FCL field type using groovy or in any other options ? Thanks -
Sales Lead object function callable by external systems to get number of related activitiesContent We have a requirement to create a Sales Lead object function to get the number of related activities. If the age of the lead is 45 days old or more && the number… -
Can we assign Territories to Leads during create and update and for Opportunities while update autoSummary Can we assign Territories to Leads during create and update and for Opportunities while update automatically with any profile optionsContent Hi Team, We want to …
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Unable to update sales stage and close date details in import.Content Hi Team, We are trying to create opportunity recode in import management , But we are facing the issue on sales stage and close date fields. We are passing sales… -
JBO-25004: Definition name of type View Definition is invalid received in generate artifactsContent Hi Team, While generating the artifacts in application composer, I am receiving the below mentioned error message for the custom object called selling limit. I h…
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Internal Resource Organization Structures are different in English and Other Language sessions.Content Hi Team, The Internal Resource Organization structure hierarchies are different when we login with English and Japanese sessions. It seems like when we create Or…
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Can we use any other field in Manage Sales Assignment Manager Objects other than Batch tag while usiSummary Can we use any other field in Manage Sales Assignment Manager Objects other than Batch tag while using opportunity Aux dimentionContent HI, is there any other av…
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Inheritance TerritoriesSummary An overview and demonstration of inheritance territories, and the recent performance updatesContent Inheritance territories enable simpler territory management f… -
Bell notification hyperlink is not working properlyContent Hi Team, We have an requirement to send an approval notification to the manager through email as well as in bell notification. In the bell notification the recor…
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BPM Admin found in various end user roles...Content We just did an assessment for a client and found the BPM Admin (workflow configuration) ability in the following seeded roles: * Application Implementation Consu… -
Feature Spotlight: Mobile App ComposerSummary Configuring the CX Sales Mobile application is easy with the Mobile App Composer.Content The new CX Sales Mobile app helps sellers get more done in less clicks w… -
Feature Friday: CX Sales MobileContent The new CX Sales Mobile app helps sellers get more done in less clicks with biometric authentication, an action-driven home screen, optimized task flows, and sav… -
Remove "+" button from workspaceContent Hi, Is it possible to remove the "+" button (create button) within the workspace? For example, through the page composer? Thank you. Version 21B
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What is the best practice for Sales Cloud and Eloqua Lead Sync?Content Hey All, Just to give you a background. We have Eloqua and Sales cloud tool that we are implementing for a client. Contact is created in Eloqua via landing pages… -
How to get related Opportunites/Leads of a contact in OutlookSummary How to get related Opportunites/Leads of a contact in OutlookContent Hi While drafting email from Outlook and if we enter email id in the To field and click on s…
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Will the accout owner/team member will get default visibilty to account opportunitiesSummary Is it possible to see opportunities on landing page where the user is owner of accountsContent Hi All, There is a owner and few team members associated to an acc…
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Hide Lookup Code ValueContent Hi, In the custom object I have defined lookup code called Region but I want to restrict few lookup code values only to specific users How can this be configured…
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Territory owner is not adding to partner team after territory assignmentSummary Channel sales manager type partner centric territoryContent Hello Experts, we have created Channel sales manager type partner centric territory to for territory …
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How can we integrate Oracle CX Sales Cloud with DocuSignSummary How can we integrate Oracle CX Sales Cloud with DocuSignContent How can we integrate Oracle CX Sales Cloud with DocuSign. Do we have REST/Soap api or any other w… -
Sales Navigator in Accounts PageContent Hi, I am able to enable Sales Navigator in Contacts and Leads but not in Accounts page which is crucial for the business Please advise how can this be achieved. …
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User Profile Functionality in Oracle Sales CloudContent Hi, Is there a function in Oracle Sales Cloud that is similar to the User Profile option in Siebel where I can configure a profile name and value that is accessi…
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Onboarding Live Webinar 8/4/21Content Cloud Applications Onboarding Webinar Oracle Customer Success ConnectX Click here to Register We invite you to attend a LIVE webinar to get started with your Ora…
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Opportunity Management AccessSummary need to limit the data access in opportunity based on below criteriaContent is there away to create data access right for opportunity without using groovy script…
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Infolets - Time ZoneSummary Infolets - Time ZoneContent Hi all, When a user (Sales Manager in this case) consults an infolet on the infolets page, what date / time does that analysis take? … -
Activities,My Appointments in WorkspaceSummary Activities,My Appointments in WorkspaceContent Hi All, In Workspace when we go to Activities-->My Appointments we are getting some records which are not related …
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Remove NULL from FCLContent Hi, In the FCL field there seems to have null/bank value displayed by default as in the screenshot. Is there way to remove this ? Thanks
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Related records in WorkspaceSummary Related records in WorkspaceContent Hi All, Is there any way to fetch all the related records of an account in the workspace ? For example there is a Account ABC…