Setup and Maintenance
Discussion List
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How to update participant name once created? We are not getting option to update partner nameSummary How to update participant name once created? We are not getting option to update partner nameTejinder kataria 27 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Incentive Compensation -
How To See The Configuration Behind Attachments In Sales Lead ObjectContent Hi, I want to see the configuration of the Attachment field in Sales Lead. I'm currently creating a mapping from another system to OSC and I want to know the fie…User_2025-07-18-06-07-44-367 17 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
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Automatic Territory Assignment Options Besides Profile Option - Assignment Submission at Save EnableContent Hi, We've recently experienced that the territory assignment assignment isn't running automatically with the opportunities. We had to manually trigger via 'Save …User_2025-07-18-06-07-44-367 45 views 2 comments 0 points Most recent by Sandeep Thumati-Oracle Sales
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How we can display from 2021 to 2026 years in the quota paln years as the system is showing only froSummary we need to display from 2021 to 2026 years in the quota paln years list -
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
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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…
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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 63 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 44 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 32 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
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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
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How can enable customized list inside account to be territory dimensionSummary we create customized list and add it to the account page and we need to make it as territory dimension
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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…
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Workspace Publish Job went to PAUSE statusSummary Enabled one custom field in Setup and PublishedContent Enabled one new custom field which was created in Asset object in Setup tab of Configure Adaptive Search t…
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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
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Change the status of an retired leadContent My business requires the option to change the status of a retired lead. We have many retired leads and we require them to be managed again, for this reason we wa…User_2025-02-05-22-01-23-806 38 views 1 comment 0 points Most recent by HD - Oracle Fusion ERP-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
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Feature Friday: FavoritesContent Beginning in 21A, sales people can now mark and view their favorite records in Workspace, from record’s edit page, or in the CX Sales Mobile application. This ma… -
Infolet Arrangement Feels Different After Upgrade to 20DSummary Infolet Arrangement Feels Different After Upgrade to 20DContent Hi, Before upgrade to 20D, arranging infolets was a breeze. It was just drag and drop. But after …User_2025-07-18-06-07-44-367 32 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales
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Feature Friday: Access GroupsContent Access Groups make it easier for application administrators to provide user access to segmented business data such as Accounts, Contacts, Opportunities and Custo…
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How To Check Email Sent to sendmail-test-discard@oracle.comSummary How To Check Email Sent to sendmail-test-discard@oracle.comContent Hi, Our data in our DEV environments are masked with emails of resources set to sendmail-test-…
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How To Determine If The Opportunity Is Created From A Deal RegistrationSummary How To Determine If The Opportunity Is Created From A Deal RegistrationContent Hi, Is there a field (flag) that will tell if an opportunity is converted from a d…User_2025-07-18-06-07-44-367 33 views 1 comment 0 points Most recent by Rupak Chowdhury-Oracle Sales
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How to the Sales usage type set defaulted as Custom values available in Sales Profile TypeContent I try to set default value for Sales usage type as one of the custom value from SalesProfileType, but as per the std behavior by default it can be set either Cus… -
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 …
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Response is not showing in the campaignSummary Missing Response Data In Completed Sales CampaignContent We followed the steps mentioned in this doc "Doc ID 2440543.1" but nothing changed
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Create User using REST API vs Manage UsersSummary Create User using REST API vs Manage UsersContent Hi all, We have created Sales Representative users using the REST API service. I consult these users from the S…