Setup and Configuration
Discussion List
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Account Territory Assignment based on multi select choice list field valuesContent Hi Everyone, We are planning to implement Territory Assignment based on a custom multi select choice list field at Account level. At Account we have a field "Ope… -
Office 365 SalesSummary Office 365 SalesContent Hi All, We are trying to setup Office 365 for sales in CRM application.But when we try to upload the manifest file in the office 365 we a…
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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
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How do we fetch the REST API Metadata for the instanceSummary How do we fetch the REST API Metadata for the instanceContent How do we fetch the REST API Metadata for the instance? Referring to the documentation: https://doc…Shivakumar Ayyanagowdar-Oracle 30 views 2 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales -
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
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How To Make Custom Field Appear In Workspace FilterContent Hi, I can't find a custom field in the Workspace filter. How do I expose this field? Thanks, Ed Version 20DUser_2025-07-18-06-07-44-367 51 views 3 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales
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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 69 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
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Can we have a unique display label to a custom field in a custom object based on Record Type?Summary Can we have a unique display label to a custom field in a custom object based on Record TypeContent Can we have a unique display label to a custom field in a cus…Shivakumar Ayyanagowdar-Oracle 43 views 2 comments 1 point Most recent by Shivakumar Ayyanagowdar-Oracle Sales
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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 31 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
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Are there any limits on the number of Values in LOV list on Record Type FieldSummary Are there any limits on the number of Values in LOV list on Record Type FieldContent Are there any limits on the number of Values in LOV list on Record Type Fiel…Shivakumar Ayyanagowdar-Oracle 35 views 2 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales
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When Implementing, Do the Right Thing!Summary A list of the features that you must use to get the best out of your implementation. Content At Oracle, we continually strive to deliver the enhancements that yo…