Core SFA
Discussion List
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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… -
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 33 views 0 comments 0 points Most recent by Heather Sieberg-Oracle Incentive Compensation -
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%…
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How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…
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Feature Spotlight: Analytics for CX Sales MobileContent Analytics with modern visualizations and mobile friendly display is available starting 21C . With performance and key metrics available in the mobile app, sales … -
Partner territory re assignment is not workingSummary Partner centric, Channel sales manager territory assignment is not workingContent Hi All, When an primary partner field updated in opportunity, the territory re …
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Phone/Email Verification - QualitySummary Inconsistent results in quality of data verification for Phone/EmailContent Observations from several rounds of testing with Show Valid Status for Email and Phon… -
Partner territory assignment to opportunitySummary If i create a opportunity 1st and associate partner afte that will the the partner territory assigned to opprtunityContent HI All, 1. if i create a opportunity f…
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JBO-25004: Definition name of type View Definition is invalid received in generate artifactsContent Hi Team, While generating the artifacts in application composer, I am receiving the below mentioned error message for the custom object called selling limit. I h… -
Internal Resource Organization Structures are different in English and Other Language sessions.Content Hi Team, The Internal Resource Organization structure hierarchies are different when we login with English and Japanese sessions. It seems like when we create Or…
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Bell notification hyperlink is not working properlyContent Hi Team, We have an requirement to send an approval notification to the manager through email as well as in bell notification. In the bell notification the recor…
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Feature Spotlight: Mobile App ComposerSummary Configuring the CX Sales Mobile application is easy with the Mobile App Composer.Content The new CX Sales Mobile app helps sellers get more done in less clicks w…
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Feature Friday: CX Sales MobileContent The new CX Sales Mobile app helps sellers get more done in less clicks with biometric authentication, an action-driven home screen, optimized task flows, and sav… -
Will the accout owner/team member will get default visibilty to account opportunitiesSummary Is it possible to see opportunities on landing page where the user is owner of accountsContent Hi All, There is a owner and few team members associated to an acc…
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How can we integrate Oracle CX Sales Cloud with DocuSignSummary How can we integrate Oracle CX Sales Cloud with DocuSignContent How can we integrate Oracle CX Sales Cloud with DocuSign. Do we have REST/Soap api or any other w… -
User Profile Functionality in Oracle Sales CloudContent Hi, Is there a function in Oracle Sales Cloud that is similar to the User Profile option in Siebel where I can configure a profile name and value that is accessi…
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How To Assign New Owner In Sales Lead Using Groovy ScriptContent Hi, I am trying to develop a way to reassign a lead back to its previous owner when the current assigned owner rejects the assignment. However, on the part of se…
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Where Do You Find Business Unit Field in ResourcesContent Hi, I'm having trouble searching for Business Unit in Resources in the UI. Any idea where to find it? Thanks, Ed Version 21A
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REST API to get Account TerritoriesSummary Need a REST API to get list of Territories allocated to specific AccountContent Is there a REST API which can fetch list of Territories allocated to specific Acc…
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How To Get Sales Lead Custom Field Show Up As Attribute In Lead Assignment ConditionContent Hi, I just created a new text formula field and I want it to use as a condition in a Sales Lead Assignment Rule. It doesn't show there currently and my question …User_2025-07-18-06-07-44-367 24 views 2 comments 1 point Most recent by Marian Platonov Incentive Compensation
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Feature Friday: Smart ListsContent Wouldn't it be so much easier if sales reps could just automatically see a list of their most relevant accounts, opportunities and activities, rather than waste …Michelle Brusyo-Oracle 35 views 1 comment 2 points Most recent by Kayleigh Halko - Oracle-Oracle Sales
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Resources and Resource OrganizationsContent If users are not using resource organizations and resource hierarchy in Oracle Cloud as the source of truth in their systems and dont want to maintain it for eve…
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Activate Action Only When Logged-In Resource Has Correct RoleContent Hi, I'm creating an action which triggers a groovy script but I want that action to be only available to certain types of resource roles. How do I achieve this? …
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How To Investigate A Lead That Is Being RetiredContent Hi, We have leads being set to Retired by an integration user. I want to investigate how these leads are set i.e. by webservices, by scripts. etc. Is there a way…
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Meaning of Functional read and Functional update check boxes in Custom object securitySummary Meaning of Functional read and Functional update check boxes in Custom object securityContent Hi All , In custom object security section there are Owner, Owner a…
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Is There A Way To Un-Retire A Lead?Content Hi, What are the ways we can un-retire a lead? Thanks, Ed Version 20D
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Mass Upload of Contact Profile Picture in Oracle Engagement CloudContent We need to upload Contact profile picture for 5000 records, Currently we have option in Import Management tool for normal attachments for Opty, Account, Contact …
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Sales – CX Sales 21B-C Updates for SFA and PRM, 5 May 2021, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 21B-C Updates for SFA and PRM session to have them answered during the live event. Post your questions by posting …
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How to add a VBCS app Link in Workspace for Opportunity List ViewSummary How to add a VBCS app Link in Workspace for Opportunity List ViewContent Hi, We have a requirement to add a smart action or provide a link to VBCS app from Works…