AI for Sales
Discussion List
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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… -
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…
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CX – How Generative AI Will Change Customer Experiences ForeverWhen: Dec 6, 2023, 9:00 AM – Dec 6, 2023, 9:45 AM (PT) Location: Register for Event Description: Get Ready for the Next-Gen Customer Experience With Rob Tarkoff, Executi… -
How to implement AI for SalesSummary: How to implement these two features of AI for Sales Opportunities and guided selling: 1. Opportunity win probability 2. Opportunity Recommended actions Content …
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You can make the Qualifications in Leads non-editable, for the Sales representative roleThe client wants to make the lead qualifications for some roles non-editable. This is possible?
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Under what parameters do the AI Lead scoring and Opportunity Win Probability work?Summary: We have implemented some Sales Intelligence functionalities such as: AI Lead scoring, Opportunity Win Probability. However, we are not clear about the reason fo… -
How to combine Tasks/Appointments/Call Reports in 1 tile in CX Sales Mobile?Summary: On the Desktop, Appointments/Tasks/Call reports are in 1 Object which is the activity object, but on the CX Sales Mobiles it is separated individually, is there…
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how to download attachment of an custom object record using API or DeeplinkSummary is there any API or deeplink available to download attachmentContent HI All, I'm checking for an API or deeplink to download attachment, i have tried with 1. /cr…
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Create Field Group Using Rest API's?Summary: Hi All, I want to create field group using REST API's that are available in sales docs. But I am not able to create it. It is showing following error: Content (…
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Can't able to get Field Groups Using rest Apis Get All Field Groups in the Sales Environment ?Summary: Hello everyone I want to fetch Details of All the Field groups and their Fields Using Rest Apis That are Present in the sales doc I have tried which rest api li…
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How Can we Know the Id of particular FieldGroups in Sales Env To access the data from REST APis?Summary: Hello Everyone I want to know how can we access or know the Particular FieldGroups Id in our sale Env so that we can access the field groups data through the re…
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User accessHi, how are you? Hope you guys can help me. My mission is: Some users can see only his accounts (owner). I"m trying to do this changing the rule of the group "Sales repr…
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Is their any RestApl In Sales Cloud through Which we can access PageLayouts For specific Objects?Summary: Hello , I Want To access page layouts in the sales Cloud For Objects Like Contact, Lead, etc. but using Rest API I want to know Which fields are available In th…
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How can we find out which page layouts are available for specific objects in Oracle sales cloud?Summary: We want to find page layouts for objects in sales cloud using REST API's. Is there any REST API to get page layouts for specific object in oracle sales cloud? C…
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Change "From Email Address" for Object WorkflowsSummary: We will be using Object workflows to send email to external customers and partners/agents and would like to have from email address either the owner of object r…
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I would like what is available for CX and its integration with Artificial IntelligentI would like to know how CX is being integrated with artificial intelligence and what future CX products will have these characteristics. If you can please provide some …
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How make a field uneditable/readonly on click of a buttonSummary: We have a required where if party data is published through button, relationship data should be uneditable or make it readonly on click. Content (required): Acc… -
Add the PersonSecondLastName filed in Contact Name fieldHello, The client wants the ContactPartyName field of the contact to report also the PersonSecondLastName field. At the moment only the field PersonFirstName and the fie…
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Need to know path folder where imported attachments reside/stored in fusion cx sales?Summary: We import PDFs as attachment linking with account as one to one. Now suppose 500 PDFs are imported against 500 account successfully. Now after 1 month suppose i…
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I need to validate an alterationSummary:i need to validate an alteration only on Phone and email Content (required):I have an approval flow on my environment for new record it works well, but i have a … -
AI Functionality in SalesSummary: For AI Driven functionalities of Oracle CX sales, Do we need Oracle Adaptive intelligent app for CX? Is Oracle Adaptive intelligent app a license based applicat…
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MANAGE MESSAGE TEMPLATES and SUPPORT SEARCH FUNCTIONALITY ON FOLDOUT SUBVIEWSSummary: Based on what we read in the documentation of the 23B update (https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r13/wn/engagement/releases/2…
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Is there a performance implication if Workspace Periodic Refresh is run every 5mins?Summary: The records in the workspace search results does not reflect the change in real time until the periodic refresh is completed. In our case, the periodic refresh …
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How can I add custom fields in the "Manage Sales Task Templates" tool?Content (required): We are currently trying to configure the automatic creation of activities (tasks), which is exhibiting unexpected behavior. This is due to a specific…
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How we can add ribbon bar on UI page -Please refer attached screen shotSummary: Like Dev Instance Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, i…
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How to connect Oracle Contracts and CX Sales IntegrationSummary: The business needs to generate sales contracts through templates automatically with the CX sales opportunity data, automatic data such as customer name, product…Denisse Brun 41 views 2 comments 1 point Most recent by Ed Gomez-Support-Oracle Enterprise Contracts
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Determining the Difference in Months between Compensation Plan Start Date and a Event DateHello, I need to compare the start date of the compensation plan (component) with a specific date. I need to calculate the difference between the start date of the compo…Priscila Banqueri 71 views 3 comments 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation -
Show an error message in button create quoteHi In Quotes and Orders subtab into opportunity object, we need to show an error message when I do click in "Create quote" button if already exist a quote but the action…Juan Sebastian Montero Castelblanco 61 views 5 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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How is it best practice to update the team members associated with an account?Summary: We are currently undergoing a commercial force maintenance process due to a change in the company's strategy. Therefore, it is necessary to start an update proc…
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Unable to translate the DCL values.Summary: We are looking fuzzy search option in FCL and currently, we have not seen this feature in FCL. So We need the DCL field value transition based on the login user…