Category 42-2
Discussion List
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How to show the left pannel into opportunitiesIn the demos there is a left panel with 3 tabs: Analytics, Pipeline, Opportunity Kanban. How to enable this in our environment? -
In the Enable Sales Intelligence feature the data for leads is showing differentIn the Enable Sales Intelligence feature under setup and maintenance, the data for leads contact recommendation and lead validation recommendation is showing different f…
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How to make Revenue line Item Amount as read only or not-updatable conditionally?Summary: When the revenue line is CloseWon, we do not want the Revenue Line amount to be changed. A new data field, Opportunity Revenue - Fields - Amount (API SplitParen…
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Business event/trigger/WF not working when product is imported from PIMSummary: Hi, Our products come from CPQ to PIM, and then we use scheduled process "Import sales products from PIM" to display the products in Sales Products UI. In this … -
Not able to translate Custom Sales Stages in OpportunitySummary: We are having some custom Sales Stages as per our requirement. But we are not able to find an option to translate those Sales Stage values. We are trying to tra… -
what is process behind revenue, Gap and pipeline display in oracle cx salesSummary: how should revenue, Gap and pipeline data display in oracle cx sales. Content (please ensure you mask any confidential information): Version (include the versio…
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Why is there a delay in showing the recurrence activity in Sales Calendar?Summary: We are creating a recurring appointment -Team Huddle Type and it has a 30 mins or more delay in showing on the calendar. We have set up the recurring appointmen…
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Quota Required Setup that will not go through Setup and Maintenance Pages || Options via Roles SetupSummary: Due to security considerations, is there a way that our End Users responsible for Quotas Setup can access the following without going through Setup and Maintena…Christian Gerald Patacsil 31 views 2 comments 0 points Most recent by Christian Gerald Patacsil Sales
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Bulk Update Classification Subtab for Accounts for TerritoriesSummary: Following the thread : Territories using Standard FCL as Dimension Content (please ensure you mask any confidential information): We are using 7 Business Units …
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Opportunity Predicted Win ProbabilitySummary: We have been trying to enable this "Opportunity Predicted Win Probability" AI feature for Sales in a demo org, but it persistently fails to get activated result…
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How to change currency on an opportunity in Oracle B2B - SalesSummary: Is there a way for me to add other currencies on an opportunity for the OOTB CurrencyCode field? I do not need to do any type of conversions or exchanges. We ha…
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Send custom report to Microsoft SharepointSummary: A custom report needs to be scheduled and sent to MS share-point. Content (please ensure you mask any confidential information): We have a custom BIP report tha…A V K JAYA SURYA 111 views 1 comment 1 point Most recent by Iulian Hanza-Support-Oracle Reporting & Analytics for Sales
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Territories using Standard FCL as DimensionSummary: Using Business Unit Custom FCL to assign territories Content (please ensure you mask any confidential information): Hello, We have a new implementation on terri…
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Is there a way we can add the link of Attachment in a report?Summary: is it possible to create a report that will include the link of attachment? Example an opportunity record have a document attached. we would like to create a re…
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CPQ Quote Creation from Oracle Fusion Service Request ObjectSummary: We want to create a Quote from the Service Request screen, How can we build this? can we achieve it through App composer? Content (please ensure you mask any co…
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Duplicate resolution request leaves the victim OSR status remains Active. Needs to be inactive.Summary: When a duplicate resolution request is processed, the victim OSR status remains Active. Can we have the process Inactivate the victim OSR during the request? Ve…
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Can we setup Territories for Opportunities without product line/ Revenue lines setup?Summary: Opportunity Territory set up without Revenue lines and Product Line configuration Content (please ensure you mask any confidential information): Hello, Can we c…
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communication feature within CX sales.Is there a plan to create a feature within oracle CX Sales to enable communication within objects between resources? Similar to what salesforce has with chatter.
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UI Branding in oracle sales cloud applicationHi All, We have the request from customer to customize the UI of sales cloud. Customer would like to make following changes in the sales application. change the Font of …
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How can we export attachments from opportunity objectSummary: We want to know the process to export all the attachments from opportunity object. Content (please ensure you mask any confidential information): We want to exp… -
Sales Insights AI feature Opportunity effectiveness data is not getting updated properlySummary: Sales Insights AI feature Opportunity effectiveness data is not getting updated properly Content (please ensure you mask any confidential information): Sales In…
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how to extend the expiry of retired lead in salesonce the lead is retired, it stays in database for 15 days before getting removed permanently. 15 days is a default value, so exactly where can we change the the number …
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Restrict Activity Access to specific user(s)We've used access groups to allow our organizations users visibility into all records (Accounts, Contacts, Activities, etc.) so that any user can assist a customer. Howe…
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Getting error while accessing the Configure a Model REST APISummary: We have a requirement to configure the model and add to existing quote through webservices. We tried with the oracle docs, but we are not able to process fully.…
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How to get the login statistics for Mobile app logged-in UserSummary: We want to capture the Mobile User's logged-in Device name, IP address, Login Time, Logout time etc. In the current Subject area "Sales - CRM Resource System Us…Mahesh VT 12 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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How can I dynamically count a column in OTBI?Summary: Hi, In OTBI, how will I be able to get the count dynamically per year when the data type is string, and the sample value is "ABC 2024". Here is my theory but it…Ivony Ann Paula Salango 68 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Add Territory Team to Partner Team on Territory AssignmentSummary: On territory Assignment on Partner the Team Members from territory do not get Added to Partner Team Automatically. Is there a Customized workaround for this? Co…Anubha Vijayvergiya-Oracle 13 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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Can I enable MFA using Google Authenticator natively without IDCS?Summary: One of our prospects uses Google Authenticator for its MFA capabilities. They are interested in switching their operation to Oracle Fusion CX Sales Cloud, but t…Cristian Rogelio Velasco Gutiérrez 13 views 5 comments 1 point Most recent by Kishore Padala-Support-Oracle Applications Security
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Lead to Opportunity Conversion not creating a new accountSummary: The REST Lead to Opportunity conversion smart action allows users to select two options to create new contacts/accounts: enableCreateContact enableCreateAccount…
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Way to export the OOTB attributes and descriptionHello, We have a requirement here to export the OOTB attributes and description. Need to know in which way we can achieve this. Any help relevant to above is appreciated…