Configuration
Discussion List
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Search for PhoneNumber via REST - CTISummary best way to identify contact based on a phone numberContent Hi, we are working on a lightweight integration between our CTI solution and SalesCloud. So we just w… -
how to make field as required at Accounts / Contacts only in Sales CloudContent Hi All, We have all the fusion products for our instance (Sales / HCM / SCM / ERP). We want to make a custom field as required at Accounts in Sales Cloud and tha… -
Infolet Arrangement Feels Different After Upgrade to 20DSummary Infolet Arrangement Feels Different After Upgrade to 20DContent Hi, Before upgrade to 20D, arranging infolets was a breeze. It was just drag and drop. But after …User_2025-07-18-06-07-44-367 31 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales
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Feature Friday: Access GroupsContent Access Groups make it easier for application administrators to provide user access to segmented business data such as Accounts, Contacts, Opportunities and Custo… -
How to Stop Syncing Products created manually OR via file import in Sales Cloud to ERP PIMContent Hi All, We are stuck with one major issue. We have Oracle ERP Cloud/PIM and Oracle Sales Cloud in Same POD. Whenever we create any new record manually in Sales >… -
Application Usage Insights - 20DSummary Track CX Sales User AdoptionContent Hi all, In version 20D there is a new visualizations in the new "Application Usage Insights" area, accessed directly from the… -
How To Determine If The Opportunity Is Created From A Deal RegistrationSummary How To Determine If The Opportunity Is Created From A Deal RegistrationContent Hi, Is there a field (flag) that will tell if an opportunity is converted from a d…User_2025-07-18-06-07-44-367 32 views 1 comment 0 points Most recent by Rupak Chowdhury-Oracle Sales
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Sales – Access Groups for CX Sales - Deep Dive, 19 January 2021, 9 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Access Groups for CX Sales - Deep Dive session to have them answered during the live event. Post your questions by posting … -
Stop the BPM approval workflowContent Hi Members, I was looking for a use case solution where if one out 3 approvers rejects the approval then approval should be rejected and no further email notific… -
Workspace object not listedSummary Accounts object not visible for some users in WorkspaceContent Accounts object is not visible for some users in Workspace in Oracle Cx sales. It is however visib… -
Sales – 2020 Year in Review & What's Next, 11 January 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – 2020 Year in Review & What's Next session to have them answered during the live event. Post your questions by posting a new…
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How to extract Report from BI publisher Using BICC as a single CSV/zipSummary Not able to extract as a single CSV from a reports of multiple view objectsContent Hi Team, I have a report based on Lead, in which we have customer details, pro…
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How To Filter Workspace Saved Searches Based on the Territory of the UserSummary How To Filter Workspace Saved Searches Based on the Territory of the UserContent Hi, Is it possible to filter workspace saved searches based on the territory of …
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How to make default Price Book Name in DCL fieldContent How to make default Price Book Name in DCL field. We have one Price book and want to make it default. Thanks, ArvindUser_2025-02-08-01-38-24-980 26 views 2 comments 0 points Most recent by User_2025-02-08-01-38-24-980 Sales -
Response is not showing in the campaignSummary Missing Response Data In Completed Sales CampaignContent We followed the steps mentioned in this doc "Doc ID 2440543.1" but nothing changed -
What Drives the Follow Up Date Functionality In OpportunitySummary What Drives the Follow Up Date Functionality In OpportunityContent Hi, I'm investigating why users received a follow up email ahead of what they set as the "foll…User_2025-07-18-06-07-44-367 31 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales
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How To Use Multiple Username in an EL ExpressionSummary How To Use Multiple Username in an EL ExpressionContent Hi, I want to limit visibility in an infolet by username. How do I set the EL Expression to filter multip…
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Sales – Best Practices: Extending CX Sales With Visual Builder, 15 December 2020, 8 a.m PT - SubmitContent Submit your questions for the Sales – CX Sales - 2020 Year in Review & What's Next session to have them answered during the live event. Post your questions by po…
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Unable to create Migration setSummary I'm trying to migrate some customization from test to Prod environmentContent Hi, I'm unable to create migration set to export the some new customization. when i… -
Ability to include New Contact field on a lead layout in outlook 365 integrationSummary Currently the New Contact field on leads (PrimaryContactSimplifiedName) is not included in REST call and can not be added to the Outlook 365 layouts.Content Curr…
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How to update Sales Stage in OSC depending on the status in CPQ?Summary How do I update Sales Stage in OSC depending on the status in CPQ?Content Hi Everyone! We want to update the sales stage in Oracle Sales Cloud when the status in…
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How To Check Job Role Code Without Access To Security ConsoleSummary How To Check Job Role Code Without Access To Security ConsoleContent We're using SSO in logging in to OSC and we don't have access to the security console to che…
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Fusion SaaS password policySummary support 'disallow passwords used in the last X times'Content Hi, Cross-post this question here in case anyone has experience to share - OOTB, 'Disallow last pass… -
How To Import Sales Products From PIM Data HubSummary How To Import Sales Products From PIM Data HubContent Hi, Is there a documentation on how to use 'Import Sales Products From PIM Data Hub' job in Oracle Sales Cl…User_2025-07-18-06-07-44-367 51 views 3 comments 0 points Most recent by User_2025-07-18-06-07-44-367 Sales
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How To Redirect An Infolet To The Landing PageSummary How To Redirect An Infolet To The Landing PageContent Hi, Is it possible to redirect an infolet to the Opportunity Landing Page? If yes, is it also possible to k…
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How to update Sales Credit Recipient based on Opportunity Owner updateContent Hi, We have automatic territory assignment when an Opportunity is created and user has to add a Product Line while creating Opportunity. and after that in some c…
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Shows Contains operator in Saved Search.Summary We want to use the "Contains" operator in saved search.Content We want to use the contain operator in a custom DCL field in a saved search but only the "equals" …
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Feature Friday: Visual BuilderContent Oracle’s Visual Builder can be leveraged to build and deploy web or mobile applications to sit on top of CX Sales. Visual Builder is an easy to use, visual tool …
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How To Assign Custom Infolets to Custom Job RolesSummary How To Assign Custom Infolets to Custom Job RolesContent Hi, I have created a custom job role and I understand that not all OOTB infolets will appear for that cu…User_2025-07-18-06-07-44-367 33 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Using Outlook365 Addin to create Tasks from emails and selecting records to associateSummary Outlook365 creating tasks from emailsContent I have a question and looked around for the answer but was not successful. I realize that Tasks can be created in Sa…