Category 42-2
Discussion List
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Territory based Lead Assignment is not workingSummary: We have enabled Territory based assignment from profile options as per oracle documentation below: After running the assignment manually from UI on leads, assig… -
SOAP service to create custom Recurring Revenue in Oracle Sales CloudSummary: Hello, Hope you are doing well!! We have a requirement to create Recurring revenue in OSC with custom quantities (A schedule having different quantities for eac… -
TestTestVarun Malhotra-Support-Oracle 31 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales -
Error when changing the due date of a task that you are not the owner ofContent (required): If you try to change the due date of a task that you are not the owner of, you will get the following error. Insufficient privilege to update entity …Yusuke Shibuya -Oracle 141 views 3 comments 0 points Most recent by Prasanth Prabhu-Support-Oracle Sales
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Unable to see Mobile phone number in BI reportSummary: Unable to see in the report the contact Mobile number in the UI we are able to add mobile number however we can't see this field in any subject area is there an…
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Approval workflow for Prospect AccountSummary: Hi Team, We have a requirement where we need an approval for any account that user creates in Sales as prospect and once the approval is provided then only it c… -
Is there a way to have DaaS fill out the NAICS codes on the (new) accounts?Summary: We want to use DaaS to create and enrich our customer accounts. We have created a custom mapping which includes all the possible NAICS fields, but this field is…
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How to assign Multiple Technician to a Single Service Work OrderSummary: Need to assign multiple technician to a Service Work Order as multiple technician are working together to resolve the issue. Content (required): We have a scena…
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How to show infolets on homepage of a mobile app?Summary: Hello, we have infolets on the web interface and we would like to use a few (1X1, 2X2) on the main screen of the mobile app. Content (required): how can this be…
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Send specific field information from AR to CX Sales AccountsSummary: Content (required): Hi all, We have a requirement to send the customer class information from Receivables to CX Sales Accounts. How we can achieve that? If you …
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P2TSummary: I need to refresh my Test Environment and have a few questions. Content (required): I originally asked Oracle Support to refresh my Test CX environment but they…
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How to customize the pages where contacts are added from other modulesSummary: We want to customize the pages where contacts are added from different modules such as leads, opportunities, accounts, etc. Content (required): We need to custo… -
How to include the search option in the "country code" attribute for the telephone fieldsSummary: Include the search option in the "country code" attribute for the telephone fields Content (required): We want to include the search option for the country code…
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Can we get the deep links for import managementSummary: Can we get the deep links for import management in sales cloud. We checked under Tools- deep links but nothing is mentioned for import management deep links. Co…
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Forecast submission windowSummary: My Submission Window07-23-2023 to 07-29-2023 Why is the forecast doesn't consider the current month? I would like to submit a forecast for the current month. Co…
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Workspace - Dependent Filters and Next/Previous RecordSummary: Hi, Can you help to answer the following questions with Workspace/Adaptive Search in the Simplified UI? 1. Is it possible to enable dependent filters? For examp… -
Can a Business User access Sales and Service both ?Summary: My business user needs to work on Service and Sales both like Opportunity and Service Request access both. So can we provide them both access at same time ? Con…
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Can we change format of the response when running BI Report via SOAP?Content (required): Currently, when running a BI report via SOAP (SoapUI), we are receiving a response payload which contains the ReportBytes encoded data in base64 form…User_2025-03-07-05-55-29-886 81 views 1 comment 0 points Most recent by Prabha.R Oracle-Oracle Sales
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Attachment is not coming in Resource Object.Summary: Can we add Attachment in Resource Object. Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets th…
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Sales Planning Cloud Integration with ERP (Incentive Compensation), EDMCS and EPBCSSummary: Is there a documentation which provides the out of the box integrations of Sales Planning Cloud Content (required): Is there a documentation which provides the …
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Can we enable 'Contains' operator for Account field in Activity objectSummary: Can we enable 'Contains' operator for Account field in Activity object Content (required): Hi Team, We have requirement where Customer is asking to enable 'Cont…
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how to change the default Drop down list in the Account / Activities Subtab?Summary: Customer wants to change the default drop down list to 'All Activities' ( currently it's Open Activities). Could you please advise how this can be done? Content…
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How to restrict Partner Opportunity data from OSC userSummary: We need to restrict opportunity data which is created by partner to sales cloud users Content (required): Ex: Sales Admin or Sales Rep cannot see Opportunity or…
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Can we create report in OTBI where we can have the currency changed based on our requirement?Summary: Hi, I want to create a report in OTBI where I want to change the values of the currency field based on the currency I select. Say, the value in the currency fie…Gautam Buragohain 51 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Profile option to Sets up a sales territory hierarchy that mirrors your sales resource hierarchySummary: I believe there is any profile to mirror the sales resource hierarchy to the territory hierarchy Content (required): Looking for a Profile option to Sets up a s…
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Territory Setup Use caseSummary: Territory Setup use case Content (required): I have the following use case for one of the territories: Dimensions: Address and account size A manager should see…
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possibility to modify a standard error message which is thrown when a user click on Qualify button.Summary: On Lead Landing page when users click on Qualify option from Action drop down this error is thrown "None of the selected leads can be qualified. You can only qu… -
How to restrict Account selection from other object DCL's (Opportunity, Lead, SR)Summary: Is there a way to restrict Account selection from other object DCL's (Opportunity, Lead, SR) to prevent users from being able to select Accounts that they have …
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Audit Trail between Contact and Custom ObjectsContent (required): On the current setup, we have a custom object where we set Primary and Secondary Contact which are from the Contacts object. Any changes to the conta…User_2025-03-07-05-55-29-886 82 views 1 comment 0 points Most recent by Hector Dantas-Support-Oracle Sales
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Change History on Service Request not visibleSummary: I have enabled the audit on Service Request object. In the application composer page layout the subtab of change history is also enabled. On navigating to the S…