Configuration
Discussion List
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Add Team Member in OpportunityHi, To add Team Member in Opportunity the resource role Sales Administrator is required but will this impact licensing as the user will not be added with Sales Admin or … -
Function in Opportunity team sub tabHi, How could I add new lookup value for the Function field under Teams sub tab in Opportunity page
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Due Date as mandatoryHi, I created duplicate of page layout of task details page and when I make the Due Date as required it is not saving with the property of required as Yes Attached scree…
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Early Adopter access to Native Sales AI/ML features Similar Accounts from Sales Prediction frameworkSummary Instructions to request for Early Adopter access (Promo Code) to Native Sales AI/ML features Similar Accounts, Sales Prediction framework within CX Sales Content… -
Early Adopter access to Sales Insights for CX SalesSummary Instructions to request for Early Adopter access (Promo Code) to Sales Insights features e.g. Activity Effectiveness, Contact Validation for Opportunity and Lead…
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How to apply filter on Assets, based on Account team/Territoy**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to enable a filter where the user could filter the assets base…Umamaheswarareddy Ambati-Support-Oracle 61 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales -
All leads from AccountsHi, When I navigate to Leads tab in Account by default qualified and unqualified are selected how can I setup to have all checkbox values selected Attached screenshot Th…
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Add products in product groupsHi, I have created new product group Innovation Offerings and when I try to add products it says The organization is invalid Attached screenshot Thanks
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Notification for overdue tasksHi, How can I get the notification for the tasks which are overdue as email/bell icon. Thanks
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Delete Custom Object RecordsHi, I have custom object Suppliers with Supplier Code, Supplier Name, Location with 10K records and identified to delete around 4K records. How can this be deleted in bu…
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OTBI in Sales infoletHi Please help to understand how to add OTBI report in Sales infolet Thanks
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What is Rate limit for REST API**This post was created as part of a How to Service Request (SR) Release: 11.13.22.01.0 Summary of the question: A rate limit is the maximum number of calls we want to a…
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How to show information kind of message through groovy when a web service is called through Action**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Customer have requirement to display confirmation message when cli…Bodhisattwa Mukherjee-Oracle 73 views 3 comments 0 points Most recent by Andrei Stan-Support-Oracle Sales
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Is it possible to create a dynamic layout based on stalled opportunities?Summary: We need to create separate layout based on an opportunity that is stalled, or where the stage has remained idle for too long. We need to expose and require cert… -
Currency in LeadsHi, How is the currency defaulted in Leads screen as few users from US Business Unit can still see GBP as default in Leads screen Thanks
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Multiple currencies in quotesSummary: Hi team, does any one know the follow request that the ITIS partner of the our ICONTEC client has about the sales product: they are going to implement Sales in …Diana Carolina Castellanos -Oracle 1 view 1 comment 0 points Most recent by Oana Grigorie - Support-Oracle Sales -
Width and Height of Text BoxHi, I have created custom text box with multi-line option is there any feature to change the height and width of text box Thanks
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How to migrate custom object from one instance to another?This post was created as part of a How to Service Request (SR) Release: 11.13.21.10.0 Summary of the question: Customer questions, how to migrate the custom objects from… -
Where is the Primary flag attribute data stored for the Account Contacts**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Requesting you to please help in identifying the BICC Data store d…Umamaheswarareddy Ambati-Support-Oracle 41 views 3 comments 0 points Most recent by Vivek Gautam Sales
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Reporting HierarchyHi, Global Sales goes to VP as this is parent org. Then the following org goes to level 16, 15, 14….till 1 as 16 levels Assume that I have created org structure as in wh…
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Warning message with "Continue" optionSummary Warning pop-up message with "ok", "Continue" or "Cancel" optionContent It will be nice to have an option to throw a warning message on the screens with "Ok", "Co… -
Is it possible to disable the object triggers when updating Account using WebServices(REST API)?Summary: When I update Account data using WebServices(REST API), the Account object trigger is fired. Is it possible to disable the object triggers when update Account u…
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Sales Analytics DashboardHi, Kindly help me out where does the configuration need to be done to setup the hierarchy to be displayed in Sales Analysis Dashboard report For eg I need John in Globa…
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Lookup Type of competitorHi, I would like to create custom FCL field and need to know what is the lookup type so I can add this. Please let me know Thanks
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The Microsoft tokens have expired. Sign into the Microsoft 365 add-in again. (ZPS_365-5685020)Summary: Hi, We are getting the error "The Microsoft tokens have expired. Sign into the Microsoft 365 add-in again. (ZPS_365-5685020)" on our Outlook Integrator for Orac…
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Notification on Account-Contact relationship deleteSummary: Hi Team, We are planning to send out a notification to account owner, when a contact is deleted from "Contacts" tab. Content (required): When a contact is remov…
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Change Manager in Sales HierarchyHi, How to change the manager of the existing one of the sales hierarchy? The resource was left the company. I could not update / change the manager in Resource Director… -
How to change Primary Phone from Work to MobileHi, How to update Primary Phone from Work to Mobile through UI ? How we can set Mobile # as Primary Phone number always? Thanks, Mohan
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How can we populate a value in Address Additional Element Attribute 5 using groovySummary: How can we populate a value in Additional Element Attribute 5 using groovy Content: We have a requirement that we want to populate some value in Additional Elem…
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Restrict Account Name Update when it is in FinanceHi, We are implementing multi-pillar project where we have Finance, SCM & CX module. If we update Account Name in Sales Module, the same name will update in Finance Cust…