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Sales
Discussion List
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I am not able to see Activities associated with Business plan in analysisSummary Not able to see any result for Custom subject area having relation between Activity and Business PlanContent Hi, I have created the custom subject area of Activi… -
How to populate sales record values into opportunity Page using Groovy ScriptContent Hi Team, We are in the middle of implementing CPQ. We currently have an email workflow triggered by a condition on the opportunity. What the business wants is to…User_2025-01-28-09-27-58-262 33 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle -
Data visibility from CDM to ReceivablesSummary TCAContent Quick question - I wonder if anyone experienced the following and how you addressed it. Here is the detail, I create a Organization (Party) and Addres… -
Sending emails from LeadsSummary Sending automatic emails/SMS from LeadsContent Hi all, Is it possible to send automatic email or SMS notifications to contacts/accounts when a Lead meets certain… -
Data Splitting in to other columnsSummary Data Splitting in to other columnsContent Hi All, In the current lease object scheduled export process there is Column "General Comments" which contains data. Fo…
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Can we customize the OEC Login Page?Summary to customize the login pages to differentiate Dev, Test and PROD environmentsContent Hi all. Do you know whether is possible to modify the login page of Oracle E… -
Sales Mobile appSummary Sales Mobile appContent Hi all We are using the mobile app named "Oracle CX Cloud Mobile". There is a new app called "Oracle CX Sales". Is it necessary to change…
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No Territories in SalesforecastContent Hi, When I navigate to Sales Forecasts I receive the message as in screenshot is any config still missing ? Thanks -
Sales ForecastContent Hi, I need to setup sales forecasting for which I am looking step by step setup methods in simpler way Can you please assist than sharing Oracle docs. Thanks
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Dimensions in TerritoryContent Hi, I am not able to find option to add Dimension to the territory, attached the screenshot Thanks
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Display revenue lines on Opportunity as SubtabSummary Display revenue lines on Opportunity as SubtabContent Hi Currently, as part of OOTB standard page layout, we can see revenue lines coming at the bottom of opport…
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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…
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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…
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Adjust landing page spacingContent Hi, Is there way to adjust the fixed spacing between the columns in landing page at site level. Thanks
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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 72 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…
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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…