Category 42-2
Discussion List
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how to add search option to reportSummary: Hello everyone, I want to add search option to report where the user be able to search just for what he wants not to look to all data that the report fitch rega… -
how to make every salesperson see just his own records at ( contact , account , lead , opportunity)Summary: Hello everyone , I want to make each salesperson just have access to his/her own records only and can not see other records but the sales director still has the…
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Is there any limitations on creating lookups within each object in the Workspace?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Are there any limitations on creating lookups within ea…Matei Niculescu-Support-Oracle 31 views 1 comment 0 points Most recent by Matei Niculescu-Support-Oracle Sales
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Resolving Gaps and Overlaps based on Account Territory AssignmentsSummary: Using the sample territory gaps and overlaps BI reports, you'll be able to monitor gaps and overlaps in territory coverages for Prime territories assigned to ac… -
How to change spacing between two lines in Manage Plan Terms and Conditions?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Customer want to decrease the spacing between two lines in Manage …Matei Niculescu-Support-Oracle 31 views 1 comment 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation
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Transactions Transfer Report for China errorSummary: Seeded report : Transactions Transfer Report for China showing error with below error message. You can't split the transaction because the unit price exclusive …
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Reduce Admin Burden when Resolving Gaps and Overlaps using Territories WorkspaceSummary: Workspace is a key differentiator for our customers and Territories Workspace provides a number of easy-to-use features for the sales operations team to improve…
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Add mashup in opportunity header**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: we want to add the mashup to the top of the opportunity screen Is …Kyler Thomas-Support-Oracle 31 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales -
Set Sales Quotas by sales representative without territories?Summary: We have not setup territories because all reps can sell all products. I want to use the existing reports for reps to show how they are doing against their quota…
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How can all users see my extra Sales on Home PageSummary: Users currently are not seeing both dashboards under Analytics on home page. Content (required): Users view is the first one. Admin view 2nd one. How do I get a… -
How to Create a Customer with Account Name Different from Party Name via SOAP API?Summary: How to Create a Customer with Account Name Different from Party Name via SOAP API? Want to use SOAP API to create a customer account having an account name diff…Jacqueline Li-Support-Oracle 51 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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How to update the Party Number of an existing contact?Summary: How to update the Party Number of an existing contact? Content (required): **This post was created as part of a How to Service Request SR ** Need to update the …Jacqueline Li-Support-Oracle 12 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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How to add two quotas on territory level?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: The customer has the requirement to have two quotas on …Matei Niculescu-Support-Oracle 41 views 1 comment 0 points Most recent by Matei Niculescu-Support-Oracle Sales
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How to change spacing between two lines in Manage Plan Terms and Conditions?Question : How to change spacing between two lines in Manage Plan Terms and Conditions? **This post was created as part of a How to Service Request (SR) Release: 22B Sum…Matei Niculescu-Support-Oracle 41 views 1 comment 0 points Most recent by Nicoleta Chiru-Support-Oracle Incentive Compensation
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What Role has the priviliages for Rest Web Service?Summary: I need an administrator to be able to work with Rest Services Content (required): Rest Web Services API Role and Privileges needed. Version (include the version…
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Is it possible to create multiple payment batches that use the same payment group?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: The customer is requiring the possibility to have 2 pay…Matei Niculescu-Support-Oracle 51 views 1 comment 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation
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How to import Customer Classification CategoriesSummary: Hi, I'm creating a new Classification Category to use as an auxiliary dimension in territory. We have many classifications codes and we want to import all of th… -
How and When tables ja_cn_trx_headers_all and ja_cn_trx_lines_all populated in SaaSSummary: Hi All, I would like to know how and when below two tables get populated. ja_cn_trx_headers_all ja_cn_trx_lines_all We are having custom based on these two tabl…
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BPM Approval workflowSummary: BPM Dynamic Approval group and Email template in CX Sales Content (required): Need clarification on following things on regarding BPM Approval flow Is dynamic a…
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How to modify the implicit access from "Edit" to "View Only" for opty team members?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to modify the implicit Access from Edit to View Onl…Matei Niculescu-Support-Oracle 61 views 2 comments 0 points Most recent by Vitejanu Vasile-Madalin Sales
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Is it possible to create new record set for opportunity search ?Question: **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is it possible to create new record set for opportunity …
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To display data from NetSuite application in Oracle Engagement CloudSummary: To display data from NetSuite application in Oracle Engagement Cloud Content (required): Can you please let me know, if you have worked in any requirement where…
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Access Group VS Job rolesCan someone gave me the cons and pros of having an access group rather than creating a job role? because its seems like they are dealing with the same purpose.
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How can I separate/filter my sales contacts vs. partner contacts on reportsSummary: I am using the CRM Activity Real Time subject area on my activity report. I need to filter out the appointments for our partner contacts and put those on a sepa…
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Early Adopter Beta access to AI for Sales features AI Lead scoring and Opportunity Win ProbabilitySummary Instructions to request for Early Adopter Beta access to AI for Sales features AI Predictive Lead Scoring, Opportunity Predicted Win probability and Recommended … -
How to enable create quote in Opportunities?**This post was created as part of a How to Service Request (SR) Summary: How to enable create quote in Opportunities? Content (required): How to enable create quote in …Nirmala Vijayakumar-Oracle 31 views 1 comment 0 points Most recent by Nirmala Vijayakumar-Oracle Sales
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How can we visualize sales territories?**This post was created as part of a How-To Service Request (SR) Release: 22B Summary of the question: Does Oracle Sales Cloud provide any solution to visualize and map …
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CSM affecting the Webservice Configuration in Target InstanceSummary: CSM affecting the Webservice Configuration in Target Instance: Any subsequent CSM from Source to Target instance is affecting an existing Live Integration which… -
Is it possible to customize the standard email sent when a resource is added to a task?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is it possible to customize the standard email sent when a resourc…Daniel Placinta -Support-Oracle 71 views 1 comment 0 points Most recent by Bogdan Munteanu-Support-Oracle Sales -
Is It Possible To Reconfigure The Accounting Calendar?Question: **This post was created as part of a How to Service Request(SR) Release: 22B Summary of the question: How do you update the Accounting Calendar after it has be…Kyler Thomas-Support-Oracle 21 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales