Setup and Maintenance
Discussion List
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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 32 views 1 comment 0 points Most recent by Rupak Chowdhury-Oracle Sales -
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 -
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… -
What Drives the Follow Up Date Functionality In OpportunitySummary What Drives the Follow Up Date Functionality In OpportunityContent Hi, I'm investigating why users received a follow up email ahead of what they set as the "foll…User_2025-07-18-06-07-44-367 31 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales
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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…
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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">…
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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
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Please need explanation for this check box and for which it's used "enable territory precedence" anContent And please if there is any doc explain this section rather than this "https://docs.oracle.com/en/cloud/saas/sales/20d/oasal/territories.html#OASAL54518"
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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…
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How to update Sales Stage in OSC depending on the status in CPQ?Summary How do I update Sales Stage in OSC depending on the status in CPQ?Content Hi Everyone! We want to update the sales stage in Oracle Sales Cloud when the status in…
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How To Check Job Role Code Without Access To Security ConsoleSummary How To Check Job Role Code Without Access To Security ConsoleContent We're using SSO in logging in to OSC and we don't have access to the security console to che…
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How To Import Sales Products From PIM Data HubSummary How To Import Sales Products From PIM Data HubContent Hi, Is there a documentation on how to use 'Import Sales Products From PIM Data Hub' job in Oracle Sales Cl…User_2025-07-18-06-07-44-367 49 views 3 comments 0 points Most recent by User_2025-07-18-06-07-44-367 Sales
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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…
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How to update Sales Credit Recipient based on Opportunity Owner updateContent Hi, We have automatic territory assignment when an Opportunity is created and user has to add a Product Line while creating Opportunity. and after that in some c…
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Shows Contains operator in Saved Search.Summary We want to use the "Contains" operator in saved search.Content We want to use the contain operator in a custom DCL field in a saved search but only the "equals" …
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Manage User Keyword SearchSummary Manage User TaskContent Quick question - In Manage User task, can we search with username in keyword? It doesn't work for me. I wonder if I miss anything or if t… -
Feature Friday: Visual BuilderContent Oracle’s Visual Builder can be leveraged to build and deploy web or mobile applications to sit on top of CX Sales. Visual Builder is an easy to use, visual tool … -
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
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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
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Extra fields are appearing at Address sectionSummary Extra fields are appearing at Address sectionContent At address section we are seeing some unwanted Long text fields for all countries in the system. "Website, C…
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Is there any profile option to set Account Owner as Territory OwnerSummary Is there any profile option to set Account Owner as Territory OwnerContent Can anyone please let us know, Is there any profile option / OOTB setting that sets Ac…
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Rule-Based AssignmentContent Dears, I want create a rule-based assignment for leads and want to assign it to a team not individually.. In other words when I configure the rule I don`t want t… -
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 …
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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 …
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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…
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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… -
Need to Create Employee Resource for an existing employee user definedSummary Need to Create Employee Resource for an existing employee user defined using import activity or webserviceVersion 20BCode Snippet URL: Host.com/crmRestApi/resour…User_2025-02-06-23-16-29-056 33 views 7 comments 0 points Most recent by User_2025-02-06-23-16-29-056 Sales -
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 …