Core SFA
Discussion List
-
Visibility and access to the ContactSummary Visibility and access to the ContactContent Hi all, I have this business requirement and I need your advice: Currently all Contacts created by any role, are visi… -
Sales Campaign - VisibilityContent Hi Experts, I am trying to explore the Sales Campaign functionality. I did the following steps 1. Created Users with Roles Sales Manager / Sales Representative 2… -
User's SkillSummary User's SkillContent Hi all, When a new internal employee user is created as a Sales Representative, is there an OOTB way to store the employee's SKILL? That is, …
-
Can "Manage Users" be customized?Summary I'd like to create a custom field for Employee NumberContent Can the "Manage Users and Roles" screen be customized? I'd like to add an "Employee Number", but the… -
Icon not visibleContent Hi, I tried to enable the Sales Campaign. I have done the following steps. 1. Enable the Sales Campaign in the offerings 2. Create Sandbox 3. Enable it in Struct…
-
Lead Assessment conditional parameterContent Hi, Can we make the lead assessment parameter is required based on another parameter. Ex: If the value of the first question is Yes, then the second question sho…
-
My Top 5 Underutilized OOTB Features in OSC that Add Value to Sales UsersContent As a Customer Success Manager supporting Sales Cloud for both small and large organizations, I’ve run across a few common Out-of-the-box (OOTB) features that if … -
Expression Language ( EL ) and Cloud Applications. Take 2.Summary How is EL used within Cloud Applications and where can I find out information ?Content Due to technical difficulties experienced when we ran this session on the … -
Invoke Engagement via URL (GET Method)Summary Contextualize in an Account via URL and add logic in case it does not existContent Hi All, I need to be able to call Engagement via URL (GET Method) and contextu… -
CX – Integrated Sales and Marketing: Integrating Oracle Eloqua with Oracle Engagement Cloud, 24 JanuContent Submit your questions for the CX – Integrated Sales and Marketing: Integrating Oracle Eloqua with Oracle Engagement Cloud session to have them answered during th… -
Purpose of Task actions "suspend" and "resume"Content Can someone explain me the purpose and functionality of task actions "suspend" and "resume". See as well screenshots. Unfortunately the applications help is exac…
-
filter account contactsContent Hi All, Could anyone help me to understand how to filter out contacts which are related to accounts. I have one custom dcl pointing to contacts. Now I want to fi… -
Throw multiple exceptionsContent Hi Everyone, Would it be possible to throw multiple exceptions on an object using validation rules? Example : if(condition 1 satisfies) { throw an exception } el…
-
Removing recurring Appointments from former userSummary Former user created a lot of recurring appointments. How do I get rid of them?Content In Sales Cloud, we have a former sales rep that created a few dozen recurri…User_2025-01-22-19-28-04-893 22 views 2 comments 2 points Most recent by User_2025-01-28-21-54-07-380 Sales
-
CPQ email Proposal - Activity OSCSummary CPQ email Proposal - Activity OSCContent Hi all, I will integrate OSC and CPQ to manage the sales process from OSC CPQ OSC From CPQ, I can generate a Proposal …
-
Contact vs Account - B2CSummary Contact vs Account - B2CContent Hi all, My sales process is: Lead> Opportunity> Quote (CPQ). My Prospects and Clients are physical persons (B2C). And I will have…
-
Do we have assignment for Activity object?Summary Assignment rules for Activity objectContent Is there a way we can auto assign resoruces to Activites ? -
CX – Sales/Engagement Cloud 18C Release Overview, 18 October 2018, 10 a.m. PT - Submit QuestionsContent Submit your questions for the CX – Sales/Engagement Cloud 18C Release Overview session to have them answered during the live event. Post your questions by postin…
-
Territory Assignmen - Using Custom Child ObjectSummary Not able to use custom child object in territory assignmentContent As per the oracle note "Using Custom Attributes in Assignment Doc ID: 1921147.1" it is possibl…
-
How to embed pictures or videos in announcementsSummary Is there a quick way to embed pictures or videos in announcements on Sales Cloud home pageContent Is there a quick way to embed pictures or videos in announcemen…
-
Contact & Account - B2C OSCSummary Contact & Account - B2C OSCContent Hi all, My prospects and customer are business contact or persons I want to sell directly. They are not companies. I have OSC …
-
Catalog definition - OSC/CPQSummary Catalog definition - OSC/CPQContent Hi all, I have integrated OSC and CPQ. I need to set up the product catalog. Should I define it in both systems separately? C…
-
How to refresh child revenue items rows for OpportunityContent I have a use case where I want to refresh child product lines for the opportunity. I am using the following groovy script to refresh the Opportunity View object …
-
How To Avoid Local Search in CX Mobile App?Summary How To Avoid Local Search in CX Mobile App?Content We were looking for further updates on How To Avoid Local Search in CX Mobile App? (Doc ID 2379651.1) and how …
-
Sales Readiness Training for Update 18BSummary Watch the latest Sales readiness training for Update 18BContent Want to watch the latest Sales readiness training for Update 18B? You can visit the Sales Readine… -
Announcing: Territory Modeling course now available at Oracle UniversityContent I am pleased to announce the availability of the Oracle Sales Cloud: Territory Modeling online course, now open to customers worldwide: The direct link to the co… -
Product Revenue Table – OpportunitySummary Product Revenue Table – OpportunityContent Hi all, I need the entire Opportunity Products grid to be read-only. No possibility to remove line items or change / a… -
Opportunity Status valuesSummary Opportunity Status valuesContent Hi all, We are using the values of Status of Opportunity field OOTB. Same for Forecasting, Leads and Sales Methods and Sales Sta…
-
Unable to update Resource Role or Reporting ManagerSummary Users changed Organizations and now the Role and Manager fields are non-enterableContent I have two Sales Managers that swapped Regions. I updated the Organizati…User_2025-01-22-19-28-04-893 62 views 3 comments 0 points Most recent by User_2025-01-22-19-28-04-893 Sales
-
Looking to network with other B2B OSC users with Outside sales teamsSummary Looking to share best practices/tips/techniquesContent We are in the early stages of rollout - effectively integrating OSC to our Contract Management System (thi…User_2025-01-28-21-54-07-380 48 views 0 comments 2 points Most recent by User_2025-01-28-21-54-07-380 Sales