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Sales
Discussion List
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Territory Setup Use caseSummary: Territory Setup use case Content (required): I have the following use case for one of the territories: Dimensions: Address and account size A manager should see… -
possibility to modify a standard error message which is thrown when a user click on Qualify button.Summary: On Lead Landing page when users click on Qualify option from Action drop down this error is thrown "None of the selected leads can be qualified. You can only qu… -
How to restrict Account selection from other object DCL's (Opportunity, Lead, SR)Summary: Is there a way to restrict Account selection from other object DCL's (Opportunity, Lead, SR) to prevent users from being able to select Accounts that they have …
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How to change the recipient of Outlook notificationsSummary: We currently have an integration with OFFICE 365 and Sales Coud. Our client is requesting us that Outlook notifications reach a single user and not the owner of…
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How to Fetch data from custom object to Custom Child objectSummary: We have 3 custom Object called- Connection , Legal and Legal Child object when ever we create new records in connection and Check box field (ShowOnQualityPageLi…
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Audit Trail between Contact and Custom ObjectsContent (required): On the current setup, we have a custom object where we set Primary and Secondary Contact which are from the Contacts object. Any changes to the conta…User_2025-03-07-05-55-29-886 81 views 1 comment 0 points Most recent by Hector Dantas-Support-Oracle
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Significance of Account hierarchy in Account ObjectSummary: I understand that we can maintain an account hierarchy in the account object and the same information can be utilized for reporting. Is there any other signific…
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How to configure Multiple Factor Authentication (mail and cellphone)Summary: Content (required): The client wants to have an MFA, he wants to achieve it by mail and not by cell phone, how can we achieve it? What are the best practices fo…
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[NGS] How to enable 'Digital Sales Room' using Next Gen salesSummary: Please provide the documents if any or share the process to enable 'Digital Sales Room' using Next Gen Sales/Digital sales Content (required): Version (include …
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About the interval at which P2T can be performedSummary: What is the feasible interval for P2T? (ex monthly, quarterly, etc.) Content (required): hi all, Let me ask you a rudimentary question. Is there a limit to the …
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Change History on Service Request not visibleSummary: I have enabled the audit on Service Request object. In the application composer page layout the subtab of change history is also enabled. On navigating to the S…
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Is there a way to add custom child object fields as columns in the Workspace list?Summary: Hi, In the current feature, custom child objects can be added in the Workspace filters but we're unable to add those fields as columns in the Workspace list so …
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[SFA]-[CX-SALES]Lead notification restriction for weekendsSummary: The object function triggers the notification for Saturday and Sunday as well, but we have a requirement that the notification should not be triggered on weeken… -
How to format the time incase of 'PM'Summary: We are setting date and time to another fields , for AM it is working fine when we select the PM (ex: 6PM) it is giving as 6 AM only , attaching the sample code…
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Customer Data Management: Countries Supported by Address Verification Cloud Service & EDQ AVSummary: Customer Data Management: Countries Supported by Address Verification Cloud Service & EDQ AV Content (required): We have a requirement to do Address Verificatio…
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Arrange fields in layoutSummary: Hi, We have a requirement to organise the fields shuttled into a custom object detail layout , rather than appearing in order which they are available in layout…
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Sales Campaigns and CampaignsContent Hi Community Members, Could someone explain me the difference between sales campaign and campaign? I can these 2 objects in app composer and SUI. When one should… -
Sales Objects Layout Creation RestrictionSummary: We would like to know whether any restrictions available for Layout creation based upon count of layouts ? Content (required): at present we have implemented Or…
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how can we get the user activity log in sales cloud ApplicationSummary: how can we get the user activity log in sales cloud Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code s…
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How to schedule the Global function for a specific objectSummary: We have a global function to update few records from address section to header level , so we want schedule it on non-business hours , how do we schedule it for …
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We would like to be able produce reports in the past.Summary: We would like to be able to produce reports in the past. For example, the report gives the latest data, but if we wanted to export that same report with past da…
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How to create custom data security Policy for Partner?**This post was created as part of a How to Service Request (SR) Release: [11.13.22.01.0] Summary of the question: Customer have a requirement where they want to restric…
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Need a Sample Payload to create OSR for HZ_CUST_ACCOUNT_ROLES entity using FoundationPartieOrganizaSummary:Need a Sample Payload to create OSR for HZ_CUST_ACCOUNT_ROLES entity using FoundationPartiesOrganizationService Service. We're using the trading community organi…
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How can I make standard Contact fields, that are defined as Text Formula type, available in VBS?Summary: How can I make standard Contact fields, that are defined as Text Formula type, available in VBS? Content (required): I'm developing a CX Sales extension, and I … -
Contact Service Request subtabSummary: On Contact, Service Request subtab, there is a Status field to search, but by default it only selects value 'New' 'In Progress' 'Waiting'. The user has to open …
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Application composer how to create Dynamic Choice List for Employees and emailsSummary: How to create Dynamic Choice List for Employees and emails Content (required): We have created a custom object using Application Composer and we need to include…
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Customer onboarding and governance process when implementing CRM, Financials & OM cloudSummary: We need recommendations from the experts to Onboard the customers when we are using CX Sales, CPQ Cloud, Financials, and OM cloud. Content (required): We use Sa…
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How to update fields in resource object through Import managementSummary: How to update username and email address in resource object through import management? Content (required): How to update username and email address in resource …
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How to check which infrastructure is being used by our Sales Cloud.Summary: how do we check which infrastructure is being used by our sales cloud to run the database, whether it is ExaData or a normal virtual machine. Content (required)…
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How to open an Action with source URL in the current window?Summary: How to open an Action of type URL in the current window? Content (required): Hello, we have created an action (source URL) in Service Request. This URL is a dee…