Sales
Discussion List
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Enabling Sales Intelligence Features: Opportunity Contact ValidationIn Opportunity Contact Validation, can we turn off the eligibility factor "Average number of contacts for won opportunities"? Thanks, PavithraPavithraKS-Oracle 3 views 1 comment 1 point Most recent by PavithraKS-Oracle AI for Fusion Applications -
custom create opportunity agentSummary: I am using custom create opportunity agent in sandbox and i have configured tool, BO , agent and agent team but agent is creating opportunity in crm.com , which…Mohit Kumar Agarwal 13 views 1 comment 0 points Most recent by Raghavan p-Oracle AI for Fusion Applications -
AI Advisor agent not working on Opportunity Insights page and Sales Plays not visibleSummary: The AI Advisor agent is not functioning on the Opportunity Insights page. For every user query, the agent returns “No result found.” This also occurs when selec…Harshita_Saxena 23 views 2 comments 0 points Most recent by Harshita_Saxena AI for Fusion Applications
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How to trigger Sales Plays on Opportunity Insights pageSummary: I am unable to view sales plays on opportunity insights page. How to access them or trigger them. Are they visible on any other page? Sales motions are visible,…
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No visibility to failed logins for web servicesContent My understanding is there is no visibility to failed logins for users using web services. How could Oracle ERP Cloud possibly be FEDRAMP or DoD certified without… -
Data role doesn't carry the inherited role after Data role migrationDear Experts, In Dev we could see the inherited job role. Path: Job roles export to csv file. After Data role migration into prod we missed inherited job role as shown b… -
4月21日開催：「VB Studio 開発コンポーネント入門」ウェビナーOracle Fusionのお客様およびパートナーの皆様 平素より大変お世話になっております。 この度、「VB Studio 開発コンポーネント入門」ウェビナーを開催いたしますので、ご案内申し上… -
Delete Icon Not Working for Files on “Generate Goals and Strategies” on Redwood PageI am unable to delete an uploaded file from the "Generate Goals and Strategies" page within business plans. Steps to reproduce: Create a new business plan under any exis…
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AI Agent Use Case with Microsoft Teams and Oracle Sales CloudSummary: We are exploring a possible AI use case with Oracle Sales Cloud and Microsoft Teams and wanted to check if something like this is supported. We would like to kn…User_0UTJO 11 views 1 comment 0 points Most recent by Dr Surlina Yin-Oracle AI for Fusion Applications
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How can we add child objects record/data into manage message template in sales cloudSummary: Hi everyone, I want to add opportunity products records from opportunities into the message template dynamically that we are using when we perform 'send email' …
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how can we add logged in user's username in the email/message templateSummary: We want to add logged in user's username in the email template. We have the fields from object that we selected for visibility of message template but we need l…Vaibhav Shingare 25 views 2 comments 1 point Most recent by Vaibhav Shingare Reporting & Analytics for Sales
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Display email/message Template conditionally based on Smart ActionSummary: We want to show email template based on smart action. We have 2 different custom smart actions of type send email. Based on that smart action we want to display…
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Why Contract Audit Report is not Showing Line Status change/update in Audit ReportSummary: Contract Audit Report Is not Showing Status change/update in Audit Report in line level even though Status field for line level is already enabled in Manage Aud…
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ContactのStateの値を文字数制限を行いたいSalesCloudのContactの住所項目Stateで文字数制限を行いたいです。 4文字以上を入力するとエラーになるように検証ルールで設定できますか？ できる場合のスクリプト例をお願いします… -
which user in demo instance we will create AI agents ?which user in demo instance we will create AI agents ? Which user is having all rights and privileges to create custom AI Agents and rights to execute the AI Agents (Sta…MukeshBabu-Oracle 11 views 2 comments 0 points Most recent by MukeshBabu-Oracle AI for Fusion Applications
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Accounts are not showing under Business ListSummary: Even though the account is created from the business list page of utility accounts, it is not showing in the list. That accounts are showing under sales→Account…SOURAV_B_SEN 33 views 4 comments 0 points Most recent by SOURAV_B_SEN Customer Experience for Utilities - CX4U
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Worker Role Issue for RAG Agent HCM Data AccessDescription: I have created a RAG agent using a Document tool and Business Object. Flow: Get User tool provides PersonNumber HCM_BT uses it to fetch HCM data Issue: I cr…
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CHAT_STORE External REST Tool Entering Loop in FusionDescription: I have created an External REST tool (CHAT_STORE) in Oracle Fusion to store USER chat history with AI Agent(OOTB/Custom Agent(RAG)) chat history in an ATP d…
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ORA-00920: invalid relational operator at oracle.jdbc.driver.T4CTTIoer11.processError(T4CTTIoer11.jaSummary: Hello Team, we have an sql report with multiple parameters and each parameter is a multi selelct pick list. we are trying following SQL for this and it is faili…Sudheer V SB 35 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Getting Blank Data When Combining Multiple Subject Areas in ReportSummary: Hi everyone, I’m trying to create a report by combining fields from three or more subject areas. However, whenever I add columns from different subject areas in…Vaibhav Shingare 57 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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CX製品: 新リリース情報日本語版公開(26B)CX Cloud製品のリリース毎の新機能を紹介するWhat's Newという文書を日本語に翻訳して日本語ドキュメントのページで公開しています。 日本語版の最新は現在、下記の製品について日本…shinji.mizusawa-Oracle 12 views 0 comments 0 points Started by shinji.mizusawa-Oracle 日本語Oracle CXフォーラム
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KNEX AI Assist WebinarSummary: KNEXAI Assist helps organizations turn AI from a big idea into something that actually works. In this webinar, we’ll walk through a practical, hands-on approach…Silvia romero-Oracle 21 views 0 comments 0 points Most recent by Silvia romero-Oracle AI for Fusion Applications
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CRM Interactions Message ContentSummary: Very excited to see the enhancement to the CRM - CRM Interactions Real Time subject area in the 26A update. I can now see the subject and message content in OTB…Amanda McAfee 12 views 7 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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How can I audit who edited a customer contact in CX SalesSummary: How can I audit who edited a customer contact in CX Sales. Is there any report or data model that can be used to get the information of customer contacts that h… -
Redwood privilege required to view Assets in Oracle Fusion CXSummary: In the Classic version, within the Account Details page, we are able to view the Installed Base (IB) Assets, including access to the Asset Details page. However…Sashank Tummala 5 views 0 comments 0 points Most recent by Sashank Tummala AI for Fusion Applications
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ActivityTypeCode of Type Attribute is not found in SyncOperationsSummary: Error 'ActivityTypeCode of Type Attribute is not found in SyncOperations' being encountered in Redwood Outlook Addin when creating follow-up Task. Content (plea…
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Why does the contact owner field unavailable in CRM-OTBI?Hello, I need a report that requires contact details that were not associated to any accounts. I am using the Sales - CRM Contacts Subject Area. However, all I can get i…Ivony Ann Paula Salango 1 view 2 comments 0 points Most recent by Ivony Ann Paula Salango Reporting & Analytics for Sales
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Enabling Sales Analyzer AI Agent on Sales DashboardHi I working on Enabling Sales Analyzer AI agent on Sales Dashboard. For the same, I followed the documentation https://docs.oracle.com/en/cloud/saas/readiness/sales/25c…
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Problem with see result in Sales ForecastWe have followed the configuration guide in the documentation for Forecast. The processes have been programmed correctly and we also have routines for forecast categorie…Guillermo Chavez 12 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales