To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
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User Should not be able to qualify a lead before accept or rejectSummary Should not be able to qualify a lead before accept or reject (Owner)Content Should not be able to qualify a lead before accept or reject, Can we customize that u… -
How to go to opportunity screen after lead conversionSummary How can I open the newly created opportunity screen after successful lead conversion.Content Is there any way to go to Opportunity screen after lead conversion i… -
Adjust landing page spacingContent Hi, Is there way to adjust the fixed spacing between the columns in landing page at site level. Thanks -
Sales - 10 Things You Didn't Know CX Sales Can Do Today, 1 October 2020, 9 a.m PT - Submit QuestionsContent Submit your questions for the Sales - 10 Things You Didn't Know CX Sales Can Do Today session to have them answered during the live event. Post your questions by… -
Sales – Actionable Infolets for CX Sales: Office Hours, 29 September 2020, 8 a.m PT - Submit QuestioContent Submit your questions for the Sales – Actionable Infolets for CX Sales: Office Hours session to have them answered during the live event. Post your questions by …
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Warning Message shows twice before the record saves.Summary We want to show warning message once before the Lead record saves.Content Upon creation of the leads record, we have a validation rule that will check if the MMS…
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Warning MessageContent Hi, How to display message box as an information/warning as still it should allow user to proceed without stopping to create or modify the record as throw statem…
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Rest API for Import ManagementSummary Importing Data Without Using the WebCenter Content Document Transfer UtilityContent I'm working on a POC for importing data using the Import Management REST api.…User_2025-02-08-09-55-02-499 69 views 12 comments 0 points Most recent by User_2025-02-08-09-55-02-499
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Need to Create Employee Resource for an existing employee user definedSummary Need to Create Employee Resource for an existing employee user defined using import activity or webserviceVersion 20BCode Snippet URL: Host.com/crmRestApi/resour…User_2025-02-06-23-16-29-056 33 views 7 comments 0 points Most recent by User_2025-02-06-23-16-29-056
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Lead Owner in Sales subject areaSummary Lead Owner in Sales subject areaContent Hi all, I need to add the Lead Owner in an analysis. Name or First Name/Last Name (not your Resource Id or Party Id). I h… -
User Specific SearchContent HI, I have created saved search but I want this to be assigned only to specific user how can this be enabled ? Thanks
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Online ChatContent Hi, How to enable to have online chat feature in Social Network under Opportunity ? Thanks
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Task notification email not workingSummary OSC not generating task creation notification emailContent Hi, we are on 20B. when we create a new task for any salesrep, it shows he notification in Bell icon, …
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Change HistoryContent Hi, I configured change history for opportunity and from actions clicked synchronize still could not find Change History tab enabled in opportunity details page …
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Lead Number PatternContent Hi, If the UK business unit is used in creating Lead I would like to have lead number running sequence as UK001, UK002 and if US business unit is used the sequen…
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Sales – Office 365 for CX Sales: Best Practices, 25 September 2020, 9 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Office 365 for CX Sales: Best Practices session to have them answered during the live event. Post your questions by posting…
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BU not available to create SearchContent Hi, While trying to search Leads and Opportunities based on Business Unit I could not find the field Attached screenshot Thanks
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Search and select layout expressionContent Hello Members, I would like to know how does the expression works for search and select layout? I would need to fetch value of custom field and display it in one… -
Customise Search PopupSummary Need to include additional field in the search window for Ship-to-PartyContent I have a requirement to extend the search popup as shown in the attachment. I woul…
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RESCHEDULED: Sales - 10 Things You Didn't Know CX Sales Can Do Today, 17 September 2020, 9 a.m PT -Content Due to unforeseen issues, this event has been rescheduled to a later day. Apologies for the inconvenience. An updated announcement with the event details will be…
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Import and Export Management for faster and easier data loadingSummary Import and Export Management makes it faster and easier to load and maintain your data. Content Import and Export Management makes it easier for application admi… -
Sales – Best Practices: Getting Started on CX Sales Mobile, 22 September 2020, 8 a.m. PT - Submit QuContent Submit your questions for the Sales – Best Practices: Getting Started on CX Sales Mobile session to have them answered during the live event. Post your questions…
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Long Text Field ErrorContent Hi, In the custom object not able to create long text field and found the error message as attached in the screenshot Thanks
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Workspace for Fast and Easy Access to CX Sales and Fusion Service!Summary Get the Workspace Advantage for your CX Sales and Fusion Service teams! Content Workspace is designed with a super-fast search that gets you to your CX Sales and… -
Is it possible to show partner deatils in accountSummary We need to show related partners of account from PRM in account 360 in subtabContent Hi, We have an requirement to show the list parters who worked on the leads …
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how to get Owner preferred currency using groovyContent Hi, We need to set lead currency to new owner currency and wanted to know how can we get owner preferred currency using groovy ThanksAnushree Patil 23 views 6 comments 1 point Most recent by Mullamuri Mallikharjuna Rao-Support-Oracle
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Showing Number of Leads Created by login userSummary I want to show the number of Leads created by login user in Things to Finish section.Content Is it possible to show the number of Leads created by login users in…
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Difference in records count in the new Export management for Account ObjectSummary Difference in records count in the new Export management for Account ObjectContent Hi All, There is a difference in count of the records for the Account object i…
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Hide users with a specific resource role while adding in Team and PicklistSummary Hide users with a specific resource role while adding in Team and PicklistContent When we inactivate users by adding to Date, user is getting removed from organi… -
Username of Lead OwnerContent Hi, How do I get the username (stored in PER_USER table) based on the Lead Owner selected. Is there any groovy script to achieve this please suggest Thanks