Sales Forecasting
Discussion List
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How can I see the Territory that was created from my Resource Hierarchy?Summary: How can I see the Territory that was created by the Refresh Territories from Resources process and that is said to mirror my resource hierarchy Content (please … -
Territory assignment when the territories are based on the Resource Hierarchy.Summary: I want to do Opportunity Territory assignment when the territories are based on the Resource Hierarchy. My Resource Hierarchy is built, and My territories are g…
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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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Can the close date field on opportunities be left blank during opportunity creation?Summary: As it stands now, when an opportunity is created, the close date automatically populates. This makes it so opportunities often times opportunity close dates com…
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Restrict Lead or Opportunity Currency by Business UnitIn our application, different Business Units need to use multiple different currencies when creating Sales Leads or Opportunities. We use multi-currency, and load daily …
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how to download attachment of an custom object record using API or DeeplinkSummary is there any API or deeplink available to download attachmentContent HI All, I'm checking for an API or deeplink to download attachment, i have tried with 1. /cr…
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Create Field Group Using Rest API's?Summary: Hi All, I want to create field group using REST API's that are available in sales docs. But I am not able to create it. It is showing following error: Content (…
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Can't able to get Field Groups Using rest Apis Get All Field Groups in the Sales Environment ?Summary: Hello everyone I want to fetch Details of All the Field groups and their Fields Using Rest Apis That are Present in the sales doc I have tried which rest api li…
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How Can we Know the Id of particular FieldGroups in Sales Env To access the data from REST APis?Summary: Hello Everyone I want to know how can we access or know the Particular FieldGroups Id in our sale Env so that we can access the field groups data through the re…
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Is their any RestApl In Sales Cloud through Which we can access PageLayouts For specific Objects?Summary: Hello , I Want To access page layouts in the sales Cloud For Objects Like Contact, Lead, etc. but using Rest API I want to know Which fields are available In th…
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How can we find out which page layouts are available for specific objects in Oracle sales cloud?Summary: We want to find page layouts for objects in sales cloud using REST API's. Is there any REST API to get page layouts for specific object in oracle sales cloud? C…
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Territory Resource Centric assignment limitationsSummary: Territory Resource Centric assignment limitations Content (required): Hi, Is there any way to overcome the standard application behavior when assigning opportun…Waleed Abou Elhamd-Oracle 52 views 3 comments 0 points Most recent by Daniel Moraru-Support-Oracle Sales
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what is privilege to access API ; crmRestApi/resources/11.13.18.05/salesOrdersSummary: Requirement is to access APi : crmRestApi/resources/11.13.18.05/salesOrders and we need to assign relevant privilege to provide access to this API Content (requ…
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Redwood Forecast - DocumentationSummary: Redwood Forecast - Documentation Content (required): Looking for documentation to enable and use Redwood Forecasting, we already have ADF forecasting but when w…
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REST API for Customer contact in CX ModuleSummary: Is there any REST API for Customer contact in CX module Content (required): For customer contact creation Version (include the version you are using, if applica…
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Why do they sometimes charge the amounts in installments and other times they don't charge, is thisSummary: Why do they sometimes charge the amounts in installments and other times they don't charge, is this Content (required): When loading the amounts of the installm…
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How to Apply Redwood Theme in OTBI Reports in Oracle Sales CloudContent We are planning to switch to the Redwood Theme in Oracle Sales Cloud. We have tried applying the Redwood Theme; however, it seems that the changes do not reflect…
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Forecast reportsSummary: Why is the OOTB forecast overview and Forecast Trend doesn't show any data? though there are opty's with open, won, forecasted within the period and quota too i…
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SOAP service to create custom Recurring Revenue in Oracle Sales CloudSummary: Hello, Hope you are doing well!! We have a requirement to create Recurring revenue in OSC with custom quantities (A schedule having different quantities for eac… -
Forecast submission windowSummary: My Submission Window07-23-2023 to 07-29-2023 Why is the forecast doesn't consider the current month? I would like to submit a forecast for the current month. Co…
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Its important to solve the territory hierarchy not showing well in forecast UISummary: Not all the territory hierarch is showing well its showing only two parent Content (required): Version (include the version you are using, if applicable): Code …
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Can a partner user be given quota and access to forecast?Summary: Can partner users participate in quota/forecasting? Content (required): Is it possible to set a partner user (e.g. partner sales representative) as a territory … -
What is the possible approach to purge the completed territory proposals?Summary: Do we have option to the purge the Completed Territory Proposal? and If yes, How to purge the territory completed territory proposal? Content (required): Do we … -
Forecast Freeze date calculationSummary: As per the setup, I'm expecting the due date as 6th of every month and freeze date as 3rd of every month, but for April, it is showing correctly. but for other …
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How to create Customer Account using FBDISummary: How to create Customer Account using FBDI. Content (required): The requirement is to create a customer through FBDI. We have customers present in fusion which n…Neelesh Varma 163 views 1 comment 0 points Most recent by Bianca Fildan-Oracle Receivables & Collections
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How can we send Subscription Renewal reminder to a contact rather than to the subscription creatorSummary: Content (required): Is it possible to send Subscription Renewal reminder to a contact rather than to the subscription creator Version (include the version you a…Neelesh Varma 53 views 1 comment 0 points Most recent by Ofelia Vez-Support-Oracle Subscription Management
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Am team in forecast but cannot see territoryWhy cannot see territory while am team in the forecast and what's the forecast delegation role