Workflow
Discussion List
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How To Investigate A Lead That Is Being RetiredContent Hi, We have leads being set to Retired by an integration user. I want to investigate how these leads are set i.e. by webservices, by scripts. etc. Is there a way… -
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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Sales – Innovation Showcase: Help Desk, 29 March 2021, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Innovation Showcase: Help Desk session to have them answered during the live event. Post your questions by posting a new co… -
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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Object Workflow - GroovyContent Is there any time out for Groovy Object functions called from Object Workflow? Like from object functions and triggers there is a timeout of 60000ms as mentioned…
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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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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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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: 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… -
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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Stop the BPM approval workflowContent Hi Members, I was looking for a use case solution where if one out 3 approvers rejects the approval then approval should be rejected and no further email notific… -
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 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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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 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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Quote - without CPQSummary Quote 20CContent Hi all, In Oracle Sales Cloud 20C is there a Quotes tool to work on the Opportunity or Accounts with approval processes, SLAs, download and prin… -
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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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…
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How to populate sales record values into opportunity Page using Groovy ScriptContent Hi Team, We are in the middle of implementing CPQ. We currently have an email workflow triggered by a condition on the opportunity. What the business wants is to…User_2025-01-28-09-27-58-262 37 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales -
Sales – Actionable Infolets for CX Sales: Office Hours, 29 September 2020, 8 a.m PT - Submit QuestioContent Submit your questions for the Sales – Actionable Infolets for CX Sales: Office Hours session to have them answered during the live event. Post your questions by …
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Account Object Workflow TriggerContent How to get notified to sales administrator whenever a new account record is created. I know we need to use the Workflow and Even point is when record is created.…User_2025-01-28-09-27-58-262 44 views 6 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales
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How to send email from Groovy script and using/selecting email Templates ?Summary How to send email from Groovy script and using/selecting email Templates ?Content How to send email from Groovy script and using/selecting email Templates? We ha…User_2025-02-08-01-38-24-980 427 views 3 comments 1 point Most recent by Manoj Kumar-Support-Oracle Sales
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Runtime Messages are not workingSummary Runtime Messages are not working even after putting println statements in groovyContent Hi, Runtime Messages are not working even after putting println statement…
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Opportunity team assignment rule not working for old recordsSummary Opportunity team assignment rule not working for old recordsContent Hi All, We are facing an issue with the Opportunity Team assignment rule. Currently, the Oppo…
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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 …
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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
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How the Account owner get Notification, When Lead is created for that AccountSummary When the Lead is created account owner get notified by email work flowContent In current system, the visibility of the Prospect/Customer Account is common to all…