Sales Planning
Discussion List
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Planning Provider Error occurance when linking Custom Measure and standarHi Oracle Support, We created a custom measure called "Current Target" under the Measure Dimension for sales planning. Our goal was to reference this standard measure us… -
TrainingSummary: What are some of the recommended training partners in Canada or online self learning sites for Oracle Sales? Training for someone new to Oracle Sales -
Sales Products Setup, does it require Inventory Management setup or it is only PIMSummary: Implementing Sales Cloud and it requires Product hierarchy setup. Do we need Inventory Management setup, as we have multiple Orgs and we do not use the Oracle f…
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Wanted to check is there a limit on number of rows we can add to a custom object??Summary: Wanted to check is there a limit on number of rows we can add to a custom object?? We have close to 1.5 Lakhs records ,with 3 columns which we want to store in …
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How to use the Resource hierarchy loaded in dimension to the data access in applicationThe application's dimension now contains a loaded resource hierarchy. Our goal is to utilize this hierarchy for accessing data within the application.How can we do it.Pl…
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Booking & Target Attribution for Manager/Parent Member in Resource Planning Model in Sales PlanningSummary: We are using Resource Planning Model; the Resource dimension follows the hierarchy outlined below: All Resources Chief Commercial Officer General Manager Sales …
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The members within the member selection feature are not appearing on the sales representative login.After creating an application and importing historical data into the system, I was able to view the data as a service admin. Subsequently, I established user groups and …
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can we have child member name similar to parent member name.We want to see data rolledup with parentSummary: We have created Sales planning by Resource model and loaded data for Resource dimension with below hierarchy All Resources -Head of National sales (Parent) -500…
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how to create custom tabs in the sales planning reportSummary: I have created a custom form to view in the report but I was not able to view it.Please provide any documentation if avialable. Content (please ensure you mask …
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Requesting more information on the AI Lead ScoreSummary: I'm currently working on enabling the Lead (Artificial intelligence) score in the EXOT environment. I have been able to follow the steps and set up the lead sco…
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While importing data we need to use only driver measures?Summary: In measures we have driver measures and remaining measures. While importing data using the driver measure we are able to see data in the dashboard but when we c…
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In quota planning where can we see the imported data for Actuals?Summary: After importing the Revenue Actuals Data successfully into the system.Where can we see the data in the system. Content (please ensure you mask any confidential …
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Can we see budget at Account level in Sales planning - Quota Target for Account dimension?we have a account segment and sub segment in sales planning Account dimension.I want to rollup the revenue to account segment level but not Account sub segment level. Ca…
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How to Number Records in landing page list ?Summary: would it be possible to add row numbers in front + number of total items that have come out of the search/number of opportunities on a certain landing page ? Co…
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Reports from external data sources such as analytics cloud to be support to appear in InfoletsSummary Reports from external data sources such as analytics cloud to be support to appear in InfoletsContent The CX Sales Development team indicates that reports appear… -
How to automatically set up a industry on Account detail page.Summary: Hi , I want to Auto set up Industries field value to Other Industries if it is null at Account creation level. But api name of Industries field is not available… -
Can we schedule new Process?Summary: Can We schedule new Process? Content (please ensure you mask any confidential information): We have cancelled Custom groovy schedule process by clicking on - ca…
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List Subscription FeaturesHello, Let's say I have 3 subscription plans: bronze, silver and gold. Silver has features that bronze doesn't and the same happens with gold, that has more available fe…
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Territory re assignment to opportynitiesSummary Territory re assignment or re allignment when the primary partner changes in opportunityContent Hi All, We have territory assignment to opportunities with both p…
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Sales Planning & Weekly Level of DetailWe have been looking through the Oracle Demo Sales Planning app as well as testing out configurations on our end. One thing that stood out to me is that weekly level of … -
How we can get the Account Change History information in Analytics Report and BI FileSummary: We want to see all change History information in Oracle Sales Cloud Analytics Report and Cloud Console Export. Any specific Subject area we need to use. Please …Shanmugavel Kalidas 51 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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How to fetch Customer Site details usnig REST/SOAP Web ServicesSummary: We need to fetch the below details for a Customer Site: SiteNumber, Address, Country, Purpose, AccountAddressSet Content (please ensure you mask any confidentia…
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How can we add revenue product column in workspace under opportunity object?Summary: We want to see revenue product names under the workspace columns for opportunity saved searches. Content (please ensure you mask any confidential information): …
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Equivalent Oracle Cloud table/view for the EBS entity - Contracts ModuleSummary: Could you please help us to provide the equivalent Oracle Cloud table/view for the EBS entities mentioned below?Krutika Narayankar 21 views 1 comment 0 points Most recent by Alexandra Rabaea-Support-Oracle Enterprise Contracts
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EBS to Oracle cloud mapping for below mentioned columns.Summary: Could you please help us to find the correct EBS to Oracle cloud mapping for below mentioned columns. Content (please ensure you mask any confidential informati…
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REST API Web service returning nullSummary: REST API Web service returning null Content (required): def WService = adf.webServices.XX_OSS_GetEmailDomain def Headers=['Content-Type' :'application/json','RE…