Sales Performance Mgmt
Discussion List
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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… -
Generic Error on updating opportunity status by a team member with full accessSummary: Business user with full access to the opportunity is trying to update the status and gets a very generic error saying 'Save failed'. The user has the right priv… -
Oracle is a Leader in the 2025 Gartner Magic Quadrant for Sales Force AutomationSummary: For the ninth year in a row, Gartner recognizes Oracle Sales as a Leader for sales force automation. Read the full report to find out why Oracle delivers one of…
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Understanding the Sales Pipeline FunnelSummary The Sales Pipeline funnel is attention grabbing, but at the same time could prove to be intriguing until you understand it.Content So, what is the sales funnel ?…
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How do I enable duplicate checking for accounts and contacts in redwood UI based on phone numberSummary: We followed below document and dedupe is working based on named match. However We want duplicate check based on phone number in redwood ui. https://docs.oracle.…
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Sales performance metrics availability ootb in CX SalesHi Team, Creating this on behalf of the customer to re-verify We have a requirement from the customer to implement the following solutions: SCOT: A custom object under A…
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Reporting capabilitieHi Team, Posting this on behalf of Customer. We have a business requirement to generate a monthly SET Score Card for each Sales Representative, capturing performance met…
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Disable 'Create Opportunity' action from Opportunity list page action menu in Redwood Sales.Hi, We have a requirement that opportunity can only be created with a lead conversion. We have disabled all smart actions 'Create Opportunity', still we able to see 'Cre… -
How to configure auxiliary dimension for opportunity custom field for territory assignmentContent Hi All, Can anyone help me with steps or special configuration steps required to setup opportunity object custom field as auxiliary dimension. i was following or…
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Create Contest and Create Goal documentation neededSummary: Hi, In Sales Performance , we have option to create Goal and create Contest based on KPI's. We are exploring this feature for 1 Business Requirement and we didn…
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Is there any Oracle driven functionality behind opportunity type code in Oracle salesThere are 3 types of OOTB opportunity type codes like NEW, RENEWAL and EXPANSION, Are these just static values with no background functionality or any functional behavio…
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OTBI Agent does not send out an emailSummary: We have a daily agent which sends an email with an excel file attachment. The agent run successfully daily until a week ago, when running the agent we can see t…
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Why does autocomplete search results show deleted accounts ?Summary: A user types first few letters of an account name, the autocomplete search offers deleted account in results pop up. Why, how can we cancel this ? Content (plea…
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Personalized Reports Not Retained for Some Users in Oracle Fusion's Sales DashboardSummary: Hi Community, We’re encountering an issue in the Sales Dashboard of Oracle Fusion Sales Cloud. Users with certain roles are able to use the Edit option on Sales…Naveen Marujolla 31 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Assigning Group Instead of Individual Users on Team Members Tab in Oracle CXSummary: Hello, I am currently facing a limitation when assigning Team Members on the Lead and Opportunity pages in Oracle CX. Requirement: Our client would like the abi…
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Smart Action - Object function action is not showing any object functions for Activity object.Summary: Hi, I am trying to create a smart action based on object function for Activity object. On 'Action Details' page, the drop down for 'Object function action' does…
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Feature Friday: News Feed Home PageContent The News Feed home page layout is our recommended way for you to give your users a fast, easy to use home page. To help you understand and quickly switch to the … -
Global search returns different results to different usersSummary: Global search returns different results to different users Content (please ensure you mask any confidential information): Global search returns different result…
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Need a user Task/Activity report for all the actions like Create/Update done in CX-Outlook.Summary: We need a report to track all activities done via CX-Outlook in cx objects. Business requirement - This is required form the Auditing team as a Compliance requi…
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The Updates done in Partner records via Import is not appearing in the Change History tab.Hi Team, The Updates done in Partner records via Import management is not appearing in the Change History tab of the Partner record. Scenario:- We have updated some comm…
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Configuring Notifications for Overdue Opportunities with Unchanged Status??Summary: I am looking to set up a notification system within Oracle Sales Cloud that alerts me when an opportunity's close date has passed, and the status remains unchan…
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How to limit mobile number field to take only 10 digits in Contact Object under Fusion Sales ??In Contact Object under Fusion Sales Cloud. How to put a limit on mobile number field to take only 10 digits only. not more not less, Exact 10. -
Create a Note under Contact/Account object using custom field from custom object in CXHi Team, Summary:-Our requirement is to create a notes under Contact/Account object using custom field from custom object in cx. Detailed Explanation:- We have "Remark" …
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Redwood-How to add dynamic mashup url with dynamic parameters in redwood in oracle sales cloud.Hi team, Our requirement is pass dynamic url with parameters in redwood. Dynamic URL(contact360) is consist of partynumber(from contact object) , branch(resource object)…
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Redwood-How to add mashup url in field in visual builder in redwood.Summary: By referring the below video, we are able to add mashup url in subview container layout. Video: Mashups — Cloud Customer Connect Now, we want to pass mashup url…
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How to change default saved search of Service request subtab in contact objectHi , We are trying to change default saved search of service request subtab in Contact details pages. We want to default the value of SR Status to "ALL" in SR subtab in …
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How to configure Activity Stream Panel content for different user roles?Summary: Hi, In SUI, the change history subtab for Sales Objects and Service Request Object can be exposed in layouts and layout visibility can be configured for user ro…
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How can we set Salesperson's Proxy preferences ?We want such function that, when one of the employee is on leave for 10 days as an example , then automatically the lead or opportunity which he was working will assigne…
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Sale Orders DiscountHow we can have a feature of create a discount on the sales order instead of having it on the each line items?
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All users are unable to open Accounts since upgrade occurredSummary When a user tries to access an account via any page user will recieve an error: ADF_FACES-60097Content as part of an SR the below has been checked to help diagno…