Core SFA
Discussion List
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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… -
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 -
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… -
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…
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Action on SubtabSummary Action on SubtabContent Hi, We want the export feature on some of the subtab (e.g. Relationship on Household, Note/Activity on Contact) so that we can use them o…
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Fetch Accounting Calendar Details via Groovy/WebserviceSummary Fetch Accounting Calendar Details via Groovy/WebserviceContent Do we have any methods to fetch Accounting Calendar Details via Groovy/Webservices [SOAP/REST] in …Shivakumar Ayyanagowdar-Oracle 41 views 7 comments 0 points Most recent by Shivakumar Ayyanagowdar-Oracle Sales
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CX Sales Center of Excellence Best Practice Resource CentersSummary Go to these Resource Centers to get Best Practice materials written to help you implement and manage CX SalesContent CX Sales Resource Centers contain Oracle CX … -
Party Hierarchy Tree Creation/Update via WebservicesContent Can somebody point me to information for Party Hierarchy Tree creation/update via SOAP/REST API, or some blog spot with some sample payloads. I was trying out th…Shivakumar Ayyanagowdar-Oracle 62 views 4 comments 0 points Most recent by Shivakumar Ayyanagowdar-Oracle Sales
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Complimentary Data Health Scan ReportSummary Is the data powering your sales and marketing programs accurate and complete? Content You need clear visibility into your prospects and customers for your sales … -
ValidationException with a defined variableContent I'm looking to have a validation exception or warning pop up and visible to the user but I want to include a def variable and not specifically a hard-coded messa… -
Attachments in Oracle Sales / Engagement Cloud is Extensible?Summary Attachments in Oracle Sales / Engagement Cloud is Extensible?Content Hi, We want to add custom field called "Document Type" in attachments within Account Layout.…User_2025-01-28-07-06-00-829 56 views 3 comments 1 point Most recent by Manoj Kumar-Support-Oracle Sales -
Phone number formatSummary Changing the default capture formContent Hi Our users outside the USA are complaining about the format of the phone number for a contact. They would like to have… -
Trigger workflow in future dateContent Hi Community Members, I would like to know how we can call the object function using workflow which will trigger in future date? I have tried setting execution d…
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Asset subtab in ContactContent Hi All, I would like to know about exposing asset subtab in contacts. I can see the subtab is exposed in application composer pages but when I checked on UI the …
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Controlling Workspace AccessContent Hi All, I am looking for a way to remove create record access for workspace. As of now i can see + icon to create new records from workspace. Is there any soluti…
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Date and Time Stamp Format for Import Management ToolSummary I need to find a date/time stamp format that the Import Management tool acceptsContent I need some assistance in identifying an approved date/time stamp for the …User_2025-01-25-04-04-14-363 56 views 2 comments 0 points Most recent by User_2025-01-25-04-04-14-363 Sales