Sales Planning
Discussion List
-
How To Filter Workspace Saved Searches Based on the Territory of the UserSummary How To Filter Workspace Saved Searches Based on the Territory of the UserContent Hi, Is it possible to filter workspace saved searches based on the territory of … -
How To Use Multiple Username in an EL ExpressionSummary How To Use Multiple Username in an EL ExpressionContent Hi, I want to limit visibility in an infolet by username. How do I set the EL Expression to filter multip…
-
RESCHEDULED: Sales – CX Sales - 2020 Year in Review & What's Next, 10 December 2020, 8 a.m. PT - SubContent Due to unforeseen issues, this topic has been rescheduled to a later date. An updated announcement with the event details will be posted. Apologies for the incon… -
Invoke BI analysis through SOAP wsSummary Not able to invoke BI report through soap web serviceContent HI All, Im trying to invoke a BI report through soap api with below payload but im getting ""en-US">…
-
How To Determine The Assigned Territory of an OpportunitySummary How To Determine The Assigned Territory of an OpportunityContent Hi, How do you determine the assigned territory of an opportunity? Thanks, EdUser_2025-07-18-06-07-44-367 27 views 1 comment 0 points Most recent by Rupak Chowdhury-Oracle Sales
-
How to update the Business Unit for existing OpportunitiesSummary How to update the Business Unit for existing OpportunitiesContent Hi Team, We are trying to implement multiple BU concept in our customer instance, but earlier t…
-
Feature Friday: Advanced ForecastingContent See how Sales Planning Cloud enables advanced forecasting using data sourced from ERP actuals plus CRM pipeline data to trangulate the most realistic forecast th…Michelle Brusyo-Oracle 20 views 0 comments 1 point Most recent by Michelle Brusyo-Oracle Incentive Compensation -
How To Redirect An Infolet To The Landing PageSummary How To Redirect An Infolet To The Landing PageContent Hi, Is it possible to redirect an infolet to the Opportunity Landing Page? If yes, is it also possible to k…
-
How To Assign Custom Infolets to Custom Job RolesSummary How To Assign Custom Infolets to Custom Job RolesContent Hi, I have created a custom job role and I understand that not all OOTB infolets will appear for that cu…User_2025-07-18-06-07-44-367 33 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
-
What are some OOTB infolets that are useful for Sales Managers and Sales Directors?Summary What are some OOTB infolets that are useful for Sales Managers and Sales Directors?Content I'm designing a dashboard and I'm trying to decide which infolets are …User_2025-07-18-06-07-44-367 33 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
-
OEC (Sales) and Contact Address ValidationSummary Does Oracle Cloud (ERP) Sales utilize Vertex Updates if you are licensed for themContent I am taking a stab at asking this question. Does entering Contacts in Sa… -
For Our Implementation Consultants Only: Partner Briefing November 2020Content For Our Implementation Consultants... Join us for the November 2020 series of webcasts about the latest CX Sales and B2B Service product updates, exclusively for…RaminderTaunque-Oracle 47 views 0 comments 1 point Most recent by RaminderTaunque-Oracle Incentive Compensation -
Sales campaign email reaching to spam folderSummary Email from sales campaign not delivering real time and delivered to spam folderContent Hi All, When i'm submitted the sales campaign from application, the eamil …
-
Is it possible to by pass territory based visibilty using groovySummary Need option to select customer from other territory in opportunityContent Hi All, We have an senario where sales user need to create opportunity for customer in …
-
How to know which SQL predicate used on partiular DCL filedSummary Is there any way which sql predicate is constraing in values out of all prdeicates on objectContent Hi All, Currently sales user is not able to see all account r…
-
Save The Date: 20D-21A CX Sales Release WebinarsSummary 20D-21A Release Webinars for SFA & PRM, CDM and Platform and SPPMContent Save the Date for CX Sales 20D-21A Release Webinars Coming Soon to the Portal Oct 21, 20…
-
Session Topic?Summary What would you like to learn more about?Content We are currently planning the rest of our CX Sales sessions for the rest of the year. What topics would you like …
-
Write a Review for Oracle CX SalesSummary Oracle CX Sales is in the running for a Customers’ Choice distinction for Gartner Peer Insights. As a CX Sales advocate please consider writing a review so that …Mary Correnti-Oracle 20 views 0 comments 2 points Most recent by Mary Correnti-Oracle Incentive Compensation
-
RESCHEDULED: Sales - 10 Things You Didn't Know CX Sales Can Do Today, 17 September 2020, 9 a.m PT -Content Due to unforeseen issues, this event has been rescheduled to a later day. Apologies for the inconvenience. An updated announcement with the event details will be…
-
Is it possible to show partner deatils in accountSummary We need to show related partners of account from PRM in account 360 in subtabContent Hi, We have an requirement to show the list parters who worked on the leads …
-
Training session OR Product Webinars on Oracle Sales Planning CloudSummary Training session OR Product Webinars on Oracle Sales Planning CloudContent Can we get some update on when we could expect any Training session OR Product Webinar…Ravishankar Ramachandran-166686 44 views 0 comments 0 points Most recent by Ravishankar Ramachandran-166686 Sales
-
Sales – CX Sales Innovation Roadmap, 28 August 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales Innovation Roadmap session to have them answered during the live event. Post your questions by posting a new comme…
-
Not able to create new Saved searchSummary I want to create a new saved search with new set of fields and by setting some values in them.But I am not seeing the option to do that
-
Oracle Fusion Human Capital Management- SaaS > PaaS offeringSummary PaaS for Oracle Fusion Human Capital ManagementContent Hi Team, Sorry for asking some basic question , Do we have any Fusion Human Capital management PaaS platfo… -
How to trigger an action on association of Product with Product GroupSummary Hi, I want to call Rest API which will send the Product Group Id to other application when Product is associated with Product Group through Manage Product Group …
-
Sales – Best Practices to Track CX Sales User Adoption, 24 June 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Best Practices to Track CX Sales User Adoption session to have them answered during the live event. Post your questions by …
-
Can we stop primary Contact address population on Lead Contact address fieldsSummary How to stop Primary Contact address fields population on Lead Contact fieldsContent Hi, Can we stop Primary Contact address fields from getting populated in Cont…ABordia 46 views 4 comments 0 points Most recent by Bodhisattwa Mukherjee-Oracle Incentive Compensation
-
Sales – CX Sales: Modern CX Virtual - Integrated Lead Management, 28 May 2020, 8 a.m PT - Submit QueContent Submit your questions for the Sales – CX Sales: Modern CX Virtual - Integrated Lead Management session to have them answered during the live event. Post your que…