Oracle Sales Assistant
Discussion List
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Displaying Validation Errors in Mobile App via Smart ActionWe are experiencing a critical issue in Oracle Sales Cloud concerning the Mobile App and Smart Action(Object function-based action): We have created a Smart Action that … -
Task Object – Conditional Field Updateability (On Edit Script not working dynamically)At Mobile Application Setup (at CX Sales Mobile Scripts), I am trying to make the custom field Reject Division (PRTFixChoiceListField_02_c) editable only when the vanill…
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Unable to find Industry field in Accounts object at sales module.Summary: Dear team, Hope you are doing well. I am unable to find Industry filed for adding new industry codes. I searched it from Sandbox and Setup/Configuration but i a… -
Can we maintain documents in folders for lead and opportunitySummary: Basically, we want a functionality like when the lead or Opportunity is created, some specific folders should be automatically created where we can store the do…
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Direct CPQ–Fusion PIM Integration with Salesforce CRM (No SPIM)Summary: The inquiry is about whether CPQ (Configure, Price, Quote) can be integrated directly with Fusion PIM (Product Information Management), bypassing SPIM (Sales Pr…Riddhi Soneji 21 views 1 comment 0 points Most recent by Emmanuel Zambrano-Support-Oracle Configure Price Quote
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How to retrieve full update history for a specific Opportunity via OTBIThe business requirement is to retrieve all records/updates (audit history) related to a specific Opportunity in Oracle Sales Cloud, using OTBI. Required fields to be re…Paraskevi Thanasi 51 views 5 comments 0 points Most recent by Patrick Breidel-Oracle Reporting & Analytics for Sales
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The Validate Data button can't be clicked when bulk uploading contracts.Hello, I'm trying to bulk upload relationships between sales contracts. While executing the import flow for Contract, I can't see or click the "Validate Data" button. Th…Valentina Talani-Oracle 21 views 1 comment 0 points Most recent by Angel Tripp - Support-Oracle Enterprise Contracts -
The Entity object can't be created. Contact your help desk. (ZCX-3075001)Hello I am trying to create custom object but I am getting the following error "The Entity object can't be created. Contact your help desk. (ZCX-3075001)" I have the adm…
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Can we disable ORA_HZ_PHONE_TYPE standard lookup values?Summary: We have a requirement to disable specific lookup values (Work, Fax, Land) under the ORA_HZ_PHONE_TYPE lookup. However, in the 'Manage Standard Lookups' setup, w… -
Decommission of SaaS and PaaS ApplicationsSummary: Are there any steps or process required when decommission of SaaS and PaaS Applications -
Import account update errorSummary: I already added the Organization Name and the Party Type in the mapping sheet. a valid value for the PARTY_USAGE_CODE attribute. (HZ-120811)You must enter a par… -
How to implement chatbot or sales assistant in oracle sales cloudSummary: I wish to know How to implement chatbot or sales assistant in oracle sales cloud. Do we have any documentation or is some one there to help? We wanted to check … -
Change Order from Saved SearchesHello community, We user Oracle Sales Cloud and have created multiple saved searches for each entity. There is a request for users to be able to either reorder these sav…
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SalesProfileStatusSummary: Can I use the standard 'SalesProfileStatus' field on the Account object to mark accounts as Active or Inactive? My goal is to prevent any new records—such as Op…
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"The user is already associated with another account" error upon logging in the MS365 CX Sales CloudSummary: An error is encountered "The user is already associated with another account" upon logging in the MS365 CX Sales Cloud "Engagement Cloud" Has anyone encountered…
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how to enable sales lightbox under redwoodHi Everyone, we have a requirement to enable the sales lightbox under the redwood sales. Currently we can see the lightbox only in classic sales group only. Even in stru… -
Unable to Change Enrollment Status from TERMINATED to PENDINGSummary: Hi Team, We are trying to change the enrollment status from TERMINATED to PENDING, but we are encountering the following issue: "You can't change an enrollment … -
Sales - CRM Resource is showing value of 'not found' in the Hierarchy Level.Summary I had some changes to use the new role as the resource role and with that there is a change in the Organization field. After that, the Sales - CRM Resource which…Cristelle Rose Sampang 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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View "My Accounts" on a Map in Redwood SalesSummary: Is there a way to view the "My Accounts" saved search on a Map? Currently you can click on an address and it will pull up on a map. User's would like to be able… -
global searchSummary: Getting error while using the global search in production Content (please ensure you mask any confidential information): I'm getting the below error when I use …
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Is it possible to call the standard attachment form FNDATTCH from SALES ORDER to PURCHASE ORDER ?Oracle EBS R12 The requirement is to view the attachments in PO and JOB which are attached in SO. In view attachments in PO, only long text is visible not any other file…
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access group Object rule previous records Oracle Sales CloudSummary: Hello! We have created custom access groups for sales leads and opportunities. We have created the object rule for each entity. We noticed that the rules are no…
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How to restrict product groups based on multiple Business UnitSummary: Hi , How can we restrict Products and Product Groups based on multiple business Unit . Content (please ensure you mask any confidential information): Version (i…
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Data Extraction Tools and optionsSummary: Hi, I'm looking for an information that any tools or approach on how to extract the data like transactional, configuration and master data from Oracle cloud acr…
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Display Invalid Input error message using entity in Oracle Digital AssistantContentHi All, I am trying to display the error message in conversation if user puts any invalid input for any question using entity & that entity is involved in composi…User_2025-02-10-12-05-25-403 37 views 2 comments 1 point Most recent by Ravindra Sirigiri-Support-Oracle Sales -
Welcome and Instructions to Access Oracle Sales AssistantSummaryAccess to Oracle Sales Assistant ContentWelcome to the Oracle Sales Assistant forum for Oracle Sales Cloud. Oracle Sales Assistant is a chatbot that provides a co… -
Is it Feasible to Use The Digital Assistant for Incentive Compensation?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: We would like to use the Digital Assistant for Incentive…Swathi.Lemati-Support-Oracle 71 views 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle Sales
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Can Sales Assistant be enabled for "Oracle Sales and B2B Service" ?Summary: Sales Assistant enabled for "Oracle Sales and B2B Service" ? Content (required): Oracle documentation is to enable "Sales Assistant" for Teams and Mobile CX. Is…
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ODA/Sales Assistant Skills & ConfigurationsSummaryODA/Sales Assistant Skills & Configurations ContentQuestions - Do we have a list of Sales Assistant Skills available as of 20A? What setups do I need to do to sho… -
Oracle Sales Assistant - more about this powerful tool (check this info)The Oracle CX Sales Mobile app helps you to manage your day effectively and develop customer relationships using your phone or tablet. Join this session, the Customer Su…