Core SFA
Discussion List
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Feature Friday: Smart DataContent The Smart Data feature in CX Sales enables sales reps to add accounts and contacts into CX Sales with little to no manual data entry. At record creation, sales r… -
Sales stage history report - count if revert to a single sales stage twice.Summary: Sales stage history report - count if revert to a single sales stage twice. Content (required): I am trying to create a report showing the number of opportuniti… -
Yusuke Shibuya -Oracle 24 views 2 comments 0 points Most recent by Prasanth Prabhu-Support-Oracle Sales -
Automatic mass processing in SFA.Summary: Is there a solution to update data in bulk for recurring update processes and without human intervention? Content (please ensure you mask any confidential infor…
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Resource Organisation- Resource TeamsSummary Resource Organisation- Teams----- Is It Mandatory--Content Hi, users are already defined in HCM, org chart and reporting hirarchy defined in hcm. BU defined loca…User_2025-01-24-00-26-13-798 51 views 1 comment 1 point Most recent by Ravindra Sirigiri-Support-Oracle Sales -
BPM email template on every updateContent Hi Members, I have configured the option in BPM worklist so that initiator will receive the email on every update but it seems that the email template is not dis… -
Manage Sales ChannelsSummary Manage Multiple SkillsContent Hi all, Our salespeople have different sales channels or "skills" to work with Leads and Opportunities: * Inbound calls * Outbound … -
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How To Setup Email Notification For Assigned Resource in Lead Assignment RulesSummary How To Setup Email Notification For Assigned Resource in Lead Assignment RulesContent Hi, My requirement is to have an email notification sent to the assigned re…User_2025-07-18-06-07-44-367 24 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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how to make user not have an expiration dateSummary: how to make user not have an expiration date Content (please ensure you mask any confidential information): como hacer usuario no tenga una fecha de vencimiento…
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How to fix multiple record line showing for the same resource in opportunity team tab?Summary: Showing multiple record for the same resource in opportunity team tab. I can replicate this scenario by creating a new opportunity record and the opportunity RB… -
Can we able to create quote from service request?Summary: Can we able to create quote from service request? As how we able create quote from opportunity. Content (please ensure you mask any confidential information): V…
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I want to grant account deletion privileges to a custom role.Content (please ensure you mask any confidential information): 1.In Sales and Service Access Management → Manage Data Policies, I checked the update and delete check box…
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Too many objects match the primary key oracle.jbo.Key[300000022673309 300000022071613 ]Summary: Trying to add a team member to Appointment via Groovy and erroring out Content (required): Trying to add a team member to Appointment via Groovy and erroring ou…n_Kiranmayee-Oracle 212 views 3 comments 0 points Most recent by Poorna Chandra Rao. Garlapati Sales
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View the Hierarchy of contacts at a customerSummary: We are looking at how we can create relationships within an account to display a manager to Individual contributor relationship. Content (please ensure you mask…
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View analytical reports in SFA from other users as adminSummary: View analytical reports in SFA from other users as admin Content (please ensure you mask any confidential information): Dear All, There is a way to view the rep…AlexFH 22 views 2 comments 0 points Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales
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How to show a success message in SFAHi experts. I am developing a functionality in groovy script to syncronize a record from a custom object created in Oracle Sales, this action is invoked from an action i… -
Email Template for BPM workflowsContent Hi Members, I would need to explore options for modifying OOTB email template options for BPM approval. As of now we can just provide inputs as Title 1, Title 2.…
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Performance benchmark document for CX Sales?Content Is there any published performance benchmark for CX Sales OOTB, using general set of parameters? Version 21B
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Can I import activity record with attachment in one import?Summary: Can I import activity record with attachment in one import? is it 1st we need to import activity record and then add attachment to it in a separate import? whic…
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Territory re assignment to opportynitiesSummary Territory re assignment or re allignment when the primary partner changes in opportunityContent Hi All, We have territory assignment to opportunities with both p…
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Redwood - Call ReportsSummary: In classic UI - For an activity (appointment) we can create call reports. No such option seems to be available in Redwood. Content (please ensure you mask any c…
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Count of Opportunity for a Custom ObjectSummary: We have created a custom object (Sub Account) and it is related to Opportunity. One Sub Account can have many Opportunities. We want to show the count of opport…
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Report to find the number of times an opportunity close date is updated.Summary: Is it possible to create reporting in OSC to track Opportunity push counts. (Push count - Number of times an opportunity close date is updated) The two scenario…
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What is the address cardinality for Account and ContactSummary: An account can have many address also Contact can have many address. In OOTB Sales Cloud what is the cardinality of Account and Contact with Address. Account to…
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Contact Actions no longer workContent (please ensure you mask any confidential information): 1.Adaptive search is enabled. 2.When selecting Actions from the contact list, some Actions no longer work …
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How to manage FCL and its Value Map without SandboxSummary: We'd like to update the FCL lookup values and its value map to support on-going business operations. How can we manage these data without using Sandbox/App Comp… -
I want to display custom field information for the primary contact in accountContent (please ensure you mask any confidential information): 1.Account layouts have a standard field called Contact Phone. 2.However, for various reasons, we are not u…
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I want to perform a unique check on the value entered in the custom field.Content (please ensure you mask any confidential information): 1. Create a text type custom field 2.Place 1 on page layout When creating multiple records, I would like t…