AI for Sales
Discussion List
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Sales Insights AI feature Opportunity effectiveness data is not getting updated properlySummary: Sales Insights AI feature Opportunity effectiveness data is not getting updated properly Content (please ensure you mask any confidential information): Sales In… -
Custom Object named "Projects" not visible as subtab on sales Lead standard object details page.Content Dear all, I created a custom object named "projects" and made a relationship between sales lead and it (1:M), and then add that custom object as a subtab on a sa… -
Contact Engagement Level Sales Insights FeatureSummary: Hi All, I am trying to enable and utilize one of the AI features listed under Sales Insights, Contact Engagement Level in Oracle Sales Cloud in Demo Application…
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How to create Machine Learning Model for any Object (Apart from Accounts)Summary: I am trying to create a custom Machine Learning Model for the contact object but system is providing me just two use cases: Account Deduplication Similar Accoun…
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What is the table where organization information is stored?Hello dears, We need to know which tables contain information about organizations and their structure
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Account Engagement Level in Oracle Sales InsightsSummary: HI All, I am enabling Sales Insights - Account Engagement level in Oracle Sales Cloud in Demo application. Though I see, Engagement Levels High, Moderate, and L…
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Enable opportunity editing by organization hierarchySummary: Enable opportunity editing by organization hierarchy Content (please ensure you mask any confidential information): Dear good morning, Currently, as is known, w…
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Facing Issue with Embed Sharepoint UrlSummary: We are facing some issues when we try to embed the SharePoint URL in Oracle Sales Cloud as mashup content. Content (please ensure you mask any confidential info…
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From display name or From email address in object workflowsSummary: How to modify "From Display Name" for Object workflow email sent to customers Content (required): We have setup object workflows on opportunity which send email…Umang Gupta 91 views 2 comments 0 points Most recent by Rishabh Barodawala - HCM Consultant-Oracle Sales
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What does the SFA import manager do when there is an SFA crash during the execution of the process?Summary: What does the SFA import manager do when there is an SFA crash during the execution of the process? Content (please ensure you mask any confidential information…
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opportunities assessmentSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…Parthasarthy Pichandi 12 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Features Sales Intelligence in Enterprise versionSummary: We want to take advantage of Sales Intelligence functions, e.g. Adaptative Intelligence: Recommended actions, Artificial Intelligence (AI) Lead Score, and other…
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Requesting more information on the AI Lead ScoreSummary: I'm currently working on enabling the Lead (Artificial intelligence) score in the EXOT environment. I have been able to follow the steps and set up the lead sco…
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How to get/enable Oracle Sales Cloud Sales Predictor in CX Sales ?Summary: We would like to use the Oracle Sales Cloud Sales Predictor in our CX Sales instance to get the top recommendations (Product recommendations for the customers) … -
Validations on the create order buttonSummary: Validations on the create order button Content (please ensure you mask any confidential information): Good day, I want to perform a validation on the "Create Qu…
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When Changing the Assign To the Lead Owner is changing by defaultSummary: Hi When i Change the assign To the Lead Owner is also changing. Also in Teams this Resource is default Owner. Can we restrict that when we change the Assign To …
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Automatic mass processing in SFA.Summary: Is there a solution to update data in bulk for recurring update processes and without human intervention? Content (please ensure you mask any confidential infor…
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how to make user not have an expiration dateSummary: how to make user not have an expiration date Content (please ensure you mask any confidential information): como hacer usuario no tenga una fecha de vencimiento…
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Link Created Service Request from Opportunity to a DCL or Service Request SubtabSummary: We have setup Service request as a subtab on opportunity page and set an Object trigger which creates a service request from opportunity. However we are unable …
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View analytical reports in SFA from other users as adminSummary: View analytical reports in SFA from other users as admin Content (please ensure you mask any confidential information): Dear All, There is a way to view the rep…AlexFH 22 views 2 comments 0 points Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales
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Can I see logs from different users in SFA?Summary: Can I see logs from different users in SFA? Content (please ensure you mask any confidential information): Hello, I have a question regarding user logs. - Is th…
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rename custom objectsSummary: How to rename /delete custom object created Content (please ensure you mask any confidential information): Version (include the version you are using, if applic…
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Lead Duplication for leads created by using REST ImportSummary: We have a requirement to generate leads using REST API import from Import placed in FFTP How to implement the Lead duplication process for the lead created usin… -
Application Composer - RoutinesWe have employed a Routine in Application composer to notify the owner via email when new Owner is assigned to a Lead. But it is not functioning. Any idea why ?
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Modify notification email content in SFASummary: Modify notification email content in SFA Content (please ensure you mask any confidential information): Good morning forum team, I need to change the content of…
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Is there difference between CX Sales cloud and CX Sales enterprise cloud in terms of features?Kindly differentiate between CX Sales Cloud and CX Sales Enterprise Cloud.
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how to get data from a report created via API?Summary: we have a report created using reports and analytics and we want to know how can we get data from a report created via API? Content (please ensure you mask any …
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Sales CX - Clicking on Bell Icon in CX is navigating to classic Page instead of Redwood pageSummary: I've employed the below code to trigger a notification to the approver when a Lead in Sales CX is submitted for Approval. When the approver click on Bell notifi…
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Confirm to create a custom role in the production environment or wait for it to migrate?Hi, We need to create a custom role, which we will create in the test environment. Do we need you to confirm if we have to create it also in the production environment o…