Core SFA
Discussion List
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Can we delete/purge parties data?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: We have a requirement to delete parties data that are inactive in …Ionel Spaloghe-Support-Oracle 31 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales -
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… -
CX Sales - turn off auto setting of close date when importing dataSummary: We are importing opportunities from another system that have estimated close dates. When we import open opportunities into CX Sales that have existing close dat…
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Require groovy code to create Attachment to Activities in Oracle sales cloudSummary: Require groovy code to create Attachment to Activities in Oracle sales cloud as soon as they get created in Oracle Sales Cloud Content (required): Version (incl…
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Households not visible to custom roleSummary: Households not visible to custom role Content (required): Hi, I have created a brand new custom role and have added few FSP and DSP to provide access to only Ac…
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Can the Country Code field be removed altogether?Summary: Phone Country Code Field - Removal Content (required): All our Accounts are in the US so there is no need to identify a Country to distinguish #s that are outsi… -
O365 Outlook Plugin - Ability to bulk share emailsSummary: Bulk sharing of emails with CX Sales application utilising Plugin. Content (required): Business users are using Mail Merge to send content to Contacts in bulk. …
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Way to enable Phone/Email Verification results for records that are inserted via Import Mgmt?Summary: Phone/Email Verification - Import Content (required): We have been researching the new Phone/Email Verification services available for Leads & Contacts & have f…
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Upgrade Required for LinkedIn Sales Navigator by Dec 2021Summary: The following is an important announcement for customers currently leveraging the LinkedIn Sales Navigator plug in for Oracle Sales. All customers using the Lin… -
Complimentary Data Health ScanYou need clear visibility into your prospects and customers for your sales and marketing initiatives to hit the mark. But what if the data driving those programs is inac… -
Fetch Display Name/Meaning of FCL when querying a resource like Get all Opportunities using REST APISummary: How to Get the Display Name/Meaning of a Fixed Choice List along with the response when querying a resource say Get all Opportunities in a single API call Conte… -
Office 365 Add-In for CX Sales on a Mac OSXSummary: I am wondering if the add-in is supported on a Mac Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code sn…
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CX Sales Mobile app experience for iPadsSummary: The current Gen 3 of the mobile app looks great on smartphones. Is there a plan to have an iPad experience. Our customer would like to use the app offline with …
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Fetch Display Name/Meaning of FCL when querying a resource like Get all Opportunities using REST APISummary: How to Get the Display Name/Meaning of a Fixed Choice List along with the response when querying a resource say Get all Opportunities in a single API call Conte…
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New Feature: RollupsSummary: We have recently introduced a new feature in Oracle Sales: Rollups. Rollups summarize data for an attribute of a business object and its related objects. For ex…
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BPM Worklist and Activity Notifications - Future PlansGood afternoon. I have a general question regarding Oracle's future plans regarding BPM Worklist and how notifications work with regards to Activities. Note, in our case…
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Which privilege allows user to create partner account recordSummary: We need to restrict few users from creating partner records from UI which privilege we have to remove Content (required): We need to restrict few users from cre…
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Available Today: Out of the Box Reports for the Sales ExecutiveSummary: Out of the Box Reports for the Sales Executive - available today - in Oracle Sales. Content (required): Out of the Box Reports for the Sales Executive - availab…
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Available Today: Out of the Box Reports for the Sales ManagerSummary: Out of the Box Reports for the Sales Manager - available today - in Oracle Sales. Content (required): Out of the Box Reports for the Sales Manager - available t…
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Available Today: Out of the Box Reports for the Sales RepSummary: Out of the Box Reports for the Sales Rep available today in Oracle Sales. Content (required): Out of the Box Reports for the Sales Rep available today in Oracle…
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How to migrate custom data stores in BICC from Dev instance to test instanceSummary: Hello All, We have created few custom data stores in BICC and we used existing VO by deselecting few fields, now we need to migrate these to higher environments…
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Product Revenue Table - Default Type – OpportunitySummary: How to set the 'Type' as Product by default on a Revenue line in Opportunity? Content (required): Hi, I need to set the 'Type' column as Product by default when… -
how to export all custom lookups defined in application using export managementSummary how to export all custom lookups defined in applicationContent Hi All, Is there any way to export all custom lookups defined in application through export manage…
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Seeking CX Sales/OSC customer willing/interested in having conversations with another customer...Summary: I am a Customer Success Manager at Oracle, and a customer of mine in the manufacturing industry would like to connect with several other customers (in any indus…
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Extra usage is adding in party usage subtab after merge process how to remove itSummary how to remove extra usage from pasty assigiment after mergeContent Hi All, when i run a merge process for Customer and transactional account as per rules custome…
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How To Add A Custom/Standard Field in the Manage ColumnsSummary How To Add A Custom/Standard Field in the Manage ColumnsContent Hi, I want a custom/standard field to appear in the Manage Columns so I can see that field in the…
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Documentation on Account Merge ?Summary: Content (required): Can anyone share documentation on the OOTB features of Account Merge ? Version (include the version you are using, if applicable): 21C Code …
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Feature Spotlight: Estimated CompensationSummary New Video and Content Focused on Estimated Compensation FeatureContent Are your sales reps tired of not knowing what their compensation will be for a particular …Heather Sieberg-Oracle 34 views 0 comments 0 points Most recent by Heather Sieberg-Oracle Incentive Compensation
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CX Sales- How can we make Resource party id equal to Party numberContent We are using Oracle fusion HCM and CX Sales. When we are creating an employee in HCM and then after setting him us as a resource in CX sales some time almost 70%…