Sales Planning
Discussion List
-
How to remove sales method name from sales stage in advanced search?**This post was created as part of a How to Service Request (SR) Summary: While using advanced search feature in Opportunity object for sales stage users are getting sal…Vini Rastogi-Support-Oracle 24 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales -
How to add custom cateogories for attachments in Opty**This post was created as part of a How to Service Request (SR) Summary: In attachment user are only seeing category as Miscellaneous OOTB and have to extend some addit…Vini Rastogi-Support-Oracle 12 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales
-
Suggestions for replacing the Sales Campaign feature in CX Sales ?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Discontinue of the Sales Campaign feature in CX Sales. …Matei Niculescu-Support-Oracle 41 views 1 comment 0 points Most recent by Matei Niculescu-Support-Oracle Sales -
How to enable create quote in Opportunities?**This post was created as part of a How to Service Request (SR) Summary: How to enable create quote in Opportunities? Content (required): How to enable create quote in …Nirmala Vijayakumar-Oracle 32 views 1 comment 0 points Most recent by Nirmala Vijayakumar-Oracle Sales
-
How to set Quotas and sync with Incentive Compensation in Sales Planning CloudSummary: How to synchronize between SPC and ICM for Quotas https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r13/wn/spm/releases/22B/22B-spm-wn.htm#F…User_2025-02-12-15-07-21-673 41 views 2 comments 0 points Most recent by Chad Bryant-Oracle Incentive Compensation -
Feature Spotlight: Estimated CompensationSummary New Video and Content Focused on Estimated Compensation FeatureContent Are your sales reps tired of not knowing what their compensation will be for a particular …Heather Sieberg-Oracle 34 views 0 comments 0 points Most recent by Heather Sieberg-Oracle Incentive Compensation -
How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…
-
Partner territory assignment to opportunitySummary If i create a opportunity 1st and associate partner afte that will the the partner territory assigned to opprtunityContent HI All, 1. if i create a opportunity f…
-
Internal Resource Organization Structures are different in English and Other Language sessions.Content Hi Team, The Internal Resource Organization structure hierarchies are different when we login with English and Japanese sessions. It seems like when we create Or… -
Will the accout owner/team member will get default visibilty to account opportunitiesSummary Is it possible to see opportunities on landing page where the user is owner of accountsContent Hi All, There is a owner and few team members associated to an acc…
-
How can we integrate Oracle CX Sales Cloud with DocuSignSummary How can we integrate Oracle CX Sales Cloud with DocuSignContent How can we integrate Oracle CX Sales Cloud with DocuSign. Do we have REST/Soap api or any other w… -
Updating resource roles - Bulk import / any other waySummary Updating resource roles - Bulk import / any other wayContent Hi Folks, We have a situation, we recently found that many of the sales cloud users (2000) didn't ha…User_2025-01-31-00-30-32-814 59 views 4 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales
-
How To Get Sales Lead Custom Field Show Up As Attribute In Lead Assignment ConditionContent Hi, I just created a new text formula field and I want it to use as a condition in a Sales Lead Assignment Rule. It doesn't show there currently and my question …User_2025-07-18-06-07-44-367 27 views 2 comments 1 point Most recent by Marian Platonov Incentive Compensation
-
REST API for attachmentsSummary REST to fetch all kinds of Attachment child rest collectionsContent We have so many different object with attachment child collections. Like Below -… -
Sales – Innovation Showcase: Key Account Planning in Oracle Sales Planning, 19 April 2021, 8.am PT -Content Submit your questions for the Sales – Innovation Showcase: Key Account Planning in Oracle Sales Planning session to have them answered during the live event. Pos… -
Workaround To Searching Products and Product Groups in Workspace or Normal SearchContent Hi, I learned that Product and Product Group search is only available for the adaptive search REST api. Is there a workaround for this using the normal search or…User_2025-07-18-06-07-44-367 31 views 3 comments 2 points Most recent by Siraj Syed -Support-Oracle Sales
-
How to edit the product price directly in price book with out file importSummary There is no search option for products in the price bookContent Our product list is big and as there is no product search option in the price book so it is becom…
-
Can You Link an OTBI Report on the Sales Cloud Homepage?Content Hi, We want users to give quick access to their most used reports in OTBI by trying to find a way to have the link available in the sales cloud homepage. Is this…User_2025-07-18-06-07-44-367 35 views 1 comment 1 point Most recent by Priscila Terazawa - Support-Oracle Sales
-
Sales – Here’s What's Cool about Partner Relationship Management, 22 March 2021, 8 a.m. PT - SubmitContent Submit your questions for the Sales – Here’s What's Cool about Partner Relationship Management session to have them answered during the live event. Post your que… -
How To Import/Export Lead Assignment RulesContent Hi, I want to extract the existing lead assignment rules in oracle sales cloud, update and be able to import the updated rules back in OSC. Is this possible? Tha…User_2025-07-18-06-07-44-367 62 views 3 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales
-
Sales – Oracle Sales Innovation Roadmap, 10 March 2021, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Oracle Sales Innovation Roadmap session to have them answered during the live event. Post your questions by posting a new c…
-
How To Export Internal Resource Organization HierarchyContent Hi, How do I export the Internal Resource Organization Hierarchy will all the user information. Thanks, Ed Version 20DUser_2025-07-18-06-07-44-367 63 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
-
Can 'Last Updated By' filter currently logged-in user in Workspace Saved Search?Content Hi, I want to filter the contact records recently updated by the logged-in user using workspace saved search. However, I was only able to filter using User Name …User_2025-07-18-06-07-44-367 32 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
-
Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserSummary Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserContent Hi, Is it possible to filter records that were recently modified/upd…User_2025-07-18-06-07-44-367 27 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
-
Microsoft 365 Add-in For Oracle - How much?Content Hi, I came across this Microsoft 365 add-in and was wondering if there's any license cost to implement this? https://docs.oracle.com/en/cloud/saas/sales/21a/oasa…
-
How To Change Active Party Usage Assigned to User in Resource DirectorySummary How To Change Active Party Usage Assigned to User in Resource DirectoryContent Hi, I want to update the usage for a resource in resource directory. How do I upda…User_2025-07-18-06-07-44-367 39 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
-
How To Filter Opportunities in Workspace by the Product It ContainsSummary How To Filter Opportunities in Workspace by the Product It ContainsContent Hi, I want to create a saved search in Opportunities workspace where I can filter it w…
-
do not have Extract Data Stores document for CX moduleSummary We are using BICC to extract PVOs for below CX modules. We did not get any documents like other modules (SCM,Finance,etc.) which talks about PVOs in detail, exce…Anirban Sarkar-Oracle 16 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales -
User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Summary User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Content Hi, We've created users in OSC but they are not appeari…User_2025-07-18-06-07-44-367 57 views 2 comments 1 point Most recent by PRao - CRMIT Incentive Compensation
-
Sales – 2020 Year in Review & What's Next, 11 January 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – 2020 Year in Review & What's Next session to have them answered during the live event. Post your questions by posting a new…