Category 42
Discussion List
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How to export product catalog from OEC?Summary: Hi Members, I have been looking for a method to export product catalog for sales from OEC. I have tried using export button on manage product groups but it does… -
Due Date as mandatoryHi, I created duplicate of page layout of task details page and when I make the Due Date as required it is not saving with the property of required as Yes Attached scree… -
How to query for merged customers in Oracle Sales Cloud database?**This post was created as part of a How to Service Request (SR) Summary: The requirement is to get a list of all merged customers. Release: 22B Supporting Documents if …Bogdan Munteanu-Support-Oracle 51 views 3 comments 0 points Most recent by Bogdan Munteanu-Support-Oracle Sales -
Early Adopter access to Native Sales AI/ML features Similar Accounts from Sales Prediction frameworkSummary Instructions to request for Early Adopter access (Promo Code) to Native Sales AI/ML features Similar Accounts, Sales Prediction framework within CX Sales Content… -
Early Adopter access to Sales Insights for CX SalesSummary Instructions to request for Early Adopter access (Promo Code) to Sales Insights features e.g. Activity Effectiveness, Contact Validation for Opportunity and Lead…
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How to push csv files from external system to sales cloud and periodically**This post was created as part of a How to Service Request (SR)Release: 11.13.22.01.0 Summary of the question: How can you integrate an external system to Sales cloud a…Robert Mutton-Support-Oracle 41 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales -
How to apply filter on Assets, based on Account team/Territoy**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to enable a filter where the user could filter the assets base…Umamaheswarareddy Ambati-Support-Oracle 62 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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How to Re-import Pre-Existing Address of Deleted and Purged Account ?Summary: How to Re-import pre-existing Addresses of deleted and purged Account? Content (required): **This post was created as part of a How to Service Request (SR) ** Y…Jacqueline Li-Support-Oracle 12 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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How to avoid before update trigger on contact getting executed when its account getting deletedSummary: How to avoid before update trigger on contact getting executed when its secondary accounts are getting deleted Content (required): We have a before update trigg…
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How to load bulk data of customer, account and site?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Please provide the process or template to load bulk data of custom…Umamaheswarareddy Ambati-Support-Oracle 21 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Oracle Sales Assistant - more about this powerful tool (check this info)The Oracle CX Sales Mobile app helps you to manage your day effectively and develop customer relationships using your phone or tablet. Join this session, the Customer Su… -
How To Add New Custom Field in Lead Assignment ConditionSummary: I have created a new field in the Lead Object that I want to use in a condition of a Lead Assignment rule. I've added that field in the task Manage Sales Lead A…User_2025-07-18-06-07-44-367 51 views 1 comment 0 points Most recent by Andrei Stan-Support-Oracle Sales
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Why Export Contact Object Erases the Leading Zeros from Phone Numbers?Summary: Why Export Contact Object Erases the Leading Zeros from Phone Numbers? Content (required): **This post was created as part of a How to Service Request (SR) ** E…Jacqueline Li-Support-Oracle 12 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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Business Process training and certification for Oracle Cloud Applications is now availablePrepare for successful Oracle Cloud Application implementations with a common foundation of business process knowledge across all teams. Learn more about how new Busines… -
Compute yearly Transactions in a Monthly Plan ComponentSummary: How to compute transactions monthly and yearly in a single Monthly Plan component as shown in image Content (required): Solution/Suggestions required for below …
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IDCS token with Oracle CX WSSummary: We want to enable Oauth2.0 for our fusion FA webservices, using IDCS. As part of this, I have created an app using steps given on https://www.ateam-oracle.com/p…
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All leads from AccountsHi, When I navigate to Leads tab in Account by default qualified and unqualified are selected how can I setup to have all checkbox values selected Attached screenshot Th…
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Add products in product groupsHi, I have created new product group Innovation Offerings and when I try to add products it says The organization is invalid Attached screenshot Thanks
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Notification for overdue tasksHi, How can I get the notification for the tasks which are overdue as email/bell icon. Thanks
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Report to track the Integration calls/Api CallsSummary: Content (required): We need to build a report which can show: 1) How many users are connecting to Fusion via REST/SOAP WS? 2) Which objects they are accessing? …
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Delete Custom Object RecordsHi, I have custom object Suppliers with Supplier Code, Supplier Name, Location with 10K records and identified to delete around 4K records. How can this be deleted in bu…
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How to Integrate Slack with Oracle Sales Cloud**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Need a documentation on integrating Slack with Oracle Sales Cloud …Umamaheswarareddy Ambati-Support-Oracle 32 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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How to convert string datatype to CLOB in Groovy Script?**This post was created as part of a How to Service Request (SR) Release: 22.04 Summary of the question: How to convert string datatype to CLOB in groovy script? Ex: Nee…Swathi.Lemati-Support-Oracle 255 views 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle Sales
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How to fetch Contact's mobile # in SRHi, We have mobile # , work # fields in Contact UI. Is there any field available which is stored Contact's mobile # in SR level. We need to send SMS using this value. Pr… -
Can the Country Code field be removed altogether?Summary: Phone Country Code Field - Removal Content (required): All our Accounts are in the US so there is no need to identify a Country to distinguish #s that are outsi… -
How to enable "All records I can see" in advance filter for Task Object?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to enable "All records I can see" in advance filter for Task O…Hector Dantas-Support-Oracle 33 views 1 comment 0 points Most recent by Hector Dantas-Support-Oracle Sales
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How to delete / purge Incentive Compensation data ?**This post was created as part of a How to Service Request (SR) Release: 21D Summary of the question: How to remove Incentive Compensation data loaded by mistakes or cl…Kim Vu-Support-Oracle 33 views 1 comment 0 points Most recent by Siraj Syed -Support-Oracle Incentive Compensation -
How to set Quotas and sync with Incentive Compensation in Sales Planning CloudSummary: How to synchronize between SPC and ICM for Quotas https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r13/wn/spm/releases/22B/22B-spm-wn.htm#F…User_2025-02-12-15-07-21-673 41 views 2 comments 0 points Most recent by Chad Bryant-Oracle Incentive Compensation -
OTBI in Sales infoletHi Please help to understand how to add OTBI report in Sales infolet Thanks
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How to fetch AVCS URL via My Services page?**This post was created as part of a How to Service Request (SR) Release: 21D Summary of the question: Business has license to Oracle Address Verification Cloud Service,…Manoj Kumar-Support-Oracle 12 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales