Setup and Configuration
Discussion List
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Expand Address Node on ContactIs there a way to default the Address Node in the Contact->Profile to be expandable by default? Saves the user an extra click and there is plenty of area, so there is no… -
Few custom fields doesn't appear in Import template creationSummary: Hello, We have custom field for Account object but they doesn't appear while adding for Import template for same object. Please suggest how to get them over tem…
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Log the Email from ContactsSummary: If I log in as a Sales Rep, Is there any functionality available wherein I can log/record the Emails from my contacts in the CX Application. This is similar to …
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How can we populate a value in Address Additional Element Attribute 5 using groovySummary: How can we populate a value in Additional Element Attribute 5 using groovy Content: We have a requirement that we want to populate some value in Additional Elem…
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How can we report on Opportunity competitors custom fields data?Hi All, Summary: How can we report on Opportunity competitors custom fields data? We have quite few custom fields created in Opportunity competitor Object. And we want t…Lavu Kalyan Chakravarthi 21 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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trigger to validate if the national ID field located in contact object is not null before lead conveDears, I need your help to create a trigger in order to validate if the “national ID” field located in the contact object, is “not null” before converting any lead to op… -
How to expose Export link for the Dashboard in Analytics subtab of an Object?Summary: In Opportunity Object we have enabled the Analytics subtab and exposed a Dashboard in it. We want to see Export option for the dashboard data results. How can w…Lavu Kalyan Chakravarthi 22 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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how to export all custom lookups defined in application using export managementSummary how to export all custom lookups defined in applicationContent Hi All, Is there any way to export all custom lookups defined in application through export manage…
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Limit Custom Object record visibility using Record TypesSummary: I have create a custom object and want to limit who can see which records. Some users can see all while others users can only see a restricted set. Content (req… -
Delete users in bulkSummary: Delete users in bulk Content (required): Is there any way to delete only bulk user accounts? Version (include the version you are using, if applicable): 21C Cod…
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How To Add A Custom/Standard Field in the Manage ColumnsSummary How To Add A Custom/Standard Field in the Manage ColumnsContent Hi, I want a custom/standard field to appear in the Manage Columns so I can see that field in the…
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Importing closed opportunities to Incentive cloudContent Hello, Anyone knows if there is a way to import all the closed opportunities to Incentive compensation module through an automated process? We are using both ora…
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What are the different ways we can show an OTBI dashboard/report in the Oracle Sales Cloud Homepage?Summary What are the different ways we can show an OTBI dashboard/report in the Oracle Sales Cloud Homepage?Content Hi, Right now, the way we do this is by linking the r…User_2025-07-18-06-07-44-367 33 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales
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Increase timeout for a merge requestSummary The merge request failed because its processing time exceeded the configured timeout of 120 minutes. Increase the timeout and resubmit.Content Hi, Our Merge requ… -
Hi, Please guide me how to deploy a simple BPM in Oracle Sales Cloud ?Content Hi, Please guide me how to deploy a simple BPM in Oracle Sales Cloud ? I was trying to deploy and gave sso Credentials, but it was not accepted. I think i may ne…
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Partner territory re assignment is not workingSummary Partner centric, Channel sales manager territory assignment is not workingContent Hi All, When an primary partner field updated in opportunity, the territory re …
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How to stop creating duplicate Partners Account in OSC Partner ManagementSummary Ability to stop creating duplicate Partners Account in OSC Partner ManagementContent Hi Team, In OSC Partner Management, we should restrict duplicate partner acc…
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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…
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Unable to update sales stage and close date details in import.Content Hi Team, We are trying to create opportunity recode in import management , But we are facing the issue on sales stage and close date fields. We are passing sales… -
Can we use any other field in Manage Sales Assignment Manager Objects other than Batch tag while usiSummary Can we use any other field in Manage Sales Assignment Manager Objects other than Batch tag while using opportunity Aux dimentionContent HI, is there any other av…
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Feature Spotlight: Mobile App ComposerSummary Configuring the CX Sales Mobile application is easy with the Mobile App Composer.Content The new CX Sales Mobile app helps sellers get more done in less clicks w… -
Territory owner is not adding to partner team after territory assignmentSummary Channel sales manager type partner centric territoryContent Hello Experts, we have created Channel sales manager type partner centric territory to for territory …
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User Profile Functionality in Oracle Sales CloudContent Hi, Is there a function in Oracle Sales Cloud that is similar to the User Profile option in Siebel where I can configure a profile name and value that is accessi…
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Opportunity Management AccessSummary need to limit the data access in opportunity based on below criteriaContent is there away to create data access right for opportunity without using groovy script…
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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 57 views 4 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales -
Parent Account in Leads ObjectContent Hi, I need to get the Party Number of the Parent Account from Leads Object in a field trigger to set a value for a custom lead field. Used the API Name "ParentAc…
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Related records in WorkspaceSummary Related records in WorkspaceContent Hi All, Is there any way to fetch all the related records of an account in the workspace ? For example there is a Account ABC…
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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 24 views 2 comments 1 point Most recent by Marian Platonov Incentive Compensation
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Resources and Resource OrganizationsContent If users are not using resource organizations and resource hierarchy in Oracle Cloud as the source of truth in their systems and dont want to maintain it for eve…