Core SFA
Discussion List
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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… -
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 -
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 … -
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…
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RESCHEDULED: Sales – Innovation Showcase: Oracle Sales Assistant, Monday, 12 April 2021, 8 a.m PT -Content Due to unforeseen issues, this event is rescheduled to a later date. An announcement with the updated event details will be posted. Apologies on the inconvenienc…
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Automatic Territory Assignment Options Besides Profile Option - Assignment Submission at Save EnableContent Hi, We've recently experienced that the territory assignment assignment isn't running automatically with the opportunities. We had to manually trigger via 'Save …User_2025-07-18-06-07-44-367 46 views 2 comments 0 points Most recent by Sandeep Thumati-Oracle Sales
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Is there any rest api to run the report and download outputSummary Rest api for BI analysisContent Hi, Is there any rest api availbe to run and BI analysis and download the output. eg: Lead analyis Regards, Sudheer.
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OTBI: How can we use a generic month in a reportSummary OTBI: How can we use a generic month in a reportContent Hi, Attached is an nquerylog for a report. We want that it should show # of Open opportunities from the c… -
Workaround To Searching Products and Product Groups in Workspace or Normal SearchContent Hi, I learned that Product and Product Group search is only available for the adaptive search REST api. Is there a workaround for this using the normal search or…User_2025-07-18-06-07-44-367 31 views 3 comments 2 points Most recent by Siraj Syed -Support-Oracle Sales
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Can You Link an OTBI Report on the Sales Cloud Homepage?Content Hi, We want users to give quick access to their most used reports in OTBI by trying to find a way to have the link available in the sales cloud homepage. Is this…User_2025-07-18-06-07-44-367 35 views 1 comment 1 point Most recent by Priscila Terazawa - Support-Oracle Sales
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How To Import/Export Lead Assignment RulesContent Hi, I want to extract the existing lead assignment rules in oracle sales cloud, update and be able to import the updated rules back in OSC. Is this possible? Tha…User_2025-07-18-06-07-44-367 62 views 3 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales
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Sales – Oracle Sales Innovation Roadmap, 10 March 2021, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Oracle Sales Innovation Roadmap session to have them answered during the live event. Post your questions by posting a new c…
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Validation on AttachmentsContent Hi, We have a business use-case where we want to drive the users to mandatorily add attachment based on some custom fields. Is there something we can do to achie…
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Sales Lightbox - VideosSummary Store, access, and share videosContent Hi all, Is there in Sales a tool similar to "Sales Lightbox" but instead of uploading .pptx or pdf files I can upload vide… -
21A Release HighlightsContent The 21A release of Oracle CX Sales is GA and is the first of four releases planned for calendar year 2021. Highlights from this release include: * Smart Lists: S…
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Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserSummary Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserContent Hi, Is it possible to filter records that were recently modified/upd…User_2025-07-18-06-07-44-367 27 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
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Is it possible to have 2 different extraction on same data storeSummary CrmAnalyticsAM.OpportunityAM.Opportunity is added into multiple data storeContent Already there is an extraction available for opportunity VO and we need to crea…
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Microsoft 365 Add-in For Oracle - How much?Content Hi, I came across this Microsoft 365 add-in and was wondering if there's any license cost to implement this? https://docs.oracle.com/en/cloud/saas/sales/21a/oasa…
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Sales – Grow Your B2B Business with New Online Sales Channels, 25 February 2021, 8 a.m PT - Submit QContent Submit your questions for the Sales – Grow Your B2B Business with New Online Sales Channels session to have them answered during the live event. Post your questi… -
How To Change Active Party Usage Assigned to User in Resource DirectorySummary How To Change Active Party Usage Assigned to User in Resource DirectoryContent Hi, I want to update the usage for a resource in resource directory. How do I upda…User_2025-07-18-06-07-44-367 41 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
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Need details of Account Assessment REST APISummary Need details of Account Assessment REST APIContent Hi, For our project, we are using VBCS cloud to display Assessment questions/Answers for an Account Scorecard.…