Core SFA
Discussion List
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Sales Campaign cannot be delivered to @gmail.comSummary DMARC policyContent Hi, Emails launched from Sales Campaign cannot be delivered to gmail.com, but works for company domain (e.g. @abccompany.com). Here is the bo… -
Reporting Manager - Appointment VisibilitySummary Reporting Manager - Appointment VisibilityContent Hi all, I need each Sales Manager to be able to access the detail and see the Appointments of their subordinate… -
Sales – CX Sales 20C-D Updates for SFA and PRM, 22 July 2020, 9 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 20C-D Updates for SFA and PRM session to have them answered during the live event. Post your questions by posting … -
Runtime Messages are not workingSummary Runtime Messages are not working even after putting println statements in groovyContent Hi, Runtime Messages are not working even after putting println statement… -
Sales CampaignSummary Email Delivered, Failed InfoContent Quick question - In the Sales Campaign, I can only see campaign status. If I want to see how many emails are delivered and fa…
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Outlook layout for Account & ContactSummary 'Disable Update' checkbox can be checked?Content Quick question - Like the attached screen, can we check 'Disable Update' checkbox? Thanks, Adam Version 20B
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How to Inactivate the Customer AccountSummary Any Specfic Option to Inactive Account instead deletionContent Hello, I have a requirement where us our customer wants to Inactive the Account. The Account detai… -
Opportunity team assignment rule not working for old recordsSummary Opportunity team assignment rule not working for old recordsContent Hi All, We are facing an issue with the Opportunity Team assignment rule. Currently, the Oppo…
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Phone Type vs. Phone Line TypeSummary Can we have a single consolidated type?Content In Account & Contact Simplified UI, the type in All phones comes from lookup 'ORA_HZ_PHONE_TYPE'. The same is used…
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Best practice for VBCS MashupSummary How to make VBCS Save more user friendly?Content Hi, We build a custom page in VBCS to display contact details and some additional data. On this VBCS page we hav…
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How to do a patch on Child Object using REST APISummary I want to change the Primary Address fields on Contact associated with Lead using REST API .How to register webservice for that and how to utilise that in Groovy…
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Sales – Best Practices to Track CX Sales User Adoption, 24 June 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Best Practices to Track CX Sales User Adoption session to have them answered during the live event. Post your questions by …
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Ho to retrieve immediate product group associated with Product using groovySummary I am creating a formula field in Product and I want to retrieve immediate product Group Id associated with the Product and store that in formula field whenever p…
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Sales – Setup Assistant and Quick Import Macros: Office Hours June 2020, 16 June 2020, 8 a.m. PT - SContent Submit your questions for the Sales – Setup Assistant and Quick Import Macros: Office Hours June 2020 session to have them answered during the live event. Post y…
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Sales – CX Sales: Modern CX Virtual -- Mobile & Bots, 10 June 2020, 10 a.m. PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales: Modern CX Virtual -- Mobile & Bots session to have them answered during the live event. Post your questions by po…
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Sales – CX Sales: Modern CX Virtual - Integrated Lead Management, 28 May 2020, 8 a.m PT - Submit QueContent Submit your questions for the Sales – CX Sales: Modern CX Virtual - Integrated Lead Management session to have them answered during the live event. Post your que…
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Integration of OEC with Microsoft teamsContent Hi Members, is anyone aware about how to setup integration between microsoft teams and OEC? The motive behind this is to use microsoft teams as a collaboration t… -
Intelligent Advisor SubtabSummary Intelligent Advisor SubtabContent Hi, Is this feature 'Intelligent Advisor Subtab' already released? I don't see it in our pods. Thanks, Adam Version 20B
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Idle session timeoutSummary Idle session timeoutContent Customer is asking to change the idle session timeout from 30 minutes to 2 hours. Has anyone requested it? I wonder if this can be re…
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How to hide a value in choice list on Opportunity?Summary Hide 'Won' value in Status choice list on OpportunityContent Hi, We have a business scenario in which we want to hide 'Won' value from Status choice list field o… -
WS for HierarchySummary WS for HierarchyContent Quick question - Do we have a web service to retrieve CDM hierarchy or Account hierarchy? Thanks, Adam Version 20A
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Sales campaign doesn't filter out inactive recordsSummary Sales campaign doesn't filter out inactive recordsContent Anyone sees this issue before? It seems like a bug to me. In sales campaign, if I add a contact by sear…
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Sales – CX Sales 20B-C Updates for SFA and PRM, 14 April 2020, 8 a.m. PT, Submit QuestionsContent Submit your questions for the Sales – CX Sales 20B-C Updates for SFA and PRM session to have them answered during the live event. Post your questions by posting …
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ODA for CX SalesSummary ODA for CX SalesContent Questions - Do we have a list of ODA skills for CX Sales & B2B Service? What setups are required to configure ODA bot to show up after us…
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Make Account/Contact Detail Page Read-OnlySummary Make Account/Contact Detail Page Read-OnlyContent Hi, We have a requirement to make Account and Contact Detail page read-only if their system reference equals to…
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REST API Documentation for Hierarchy Import seen on Import MgmtContent Can someone share the REST API documentation Link for Hierarchy Object seen from Import Management? Do we have a REST API to perform CRUD on Hierarchy Object Dir… -
Any object trigger/WF for Account Hierarchy?Summary Any object trigger/WF for Account Hierarchy?Content Do we know if I can have object trigger or workflow raised if I use Maintain Hierarchy link to add child node…
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Lead AssignmentContent Hello Community Members, Can we assign leads in Round Robin fashion? suppose there are 4 leads and 3 sales reps then leads should be assigned as : lead 1 - Sales…
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Fetching Account Details on LeadSummary I want to fetch Account details on lead when existing account is selectedContent Hi , I just want to fetch few fields from account record to Sales Lead detail pa…
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Best practice for Location GeocodingSummary Best practice for Location GeocodingContent Hi, We have 2.6 million US addresses in hz_locations. When I try to run ESS 'Populate Location Latitude and Longitude…