Sales Performance Mgmt
Discussion List
-
How to make Sales Performance Infolet visible for all sales representatives?Summary: Sales Representatives cannot see each others percentages in below infolet. I (saled administrative) can see everyone percentages. I added the CRM Analysis Duty … -
Business Plan Objective Split not availableSummary: Hi, I'm creating some objectives for business plans and the action "Split" is not available under actions. Already checked on App Composer and the action is add… -
How can I check the Qualifying points field from Loyalty Cloud, which are shown in the Loyalty Profi**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How to check the Qualifying points field from Loyalty Cloud, which…
-
Is Oracle EBS Trade Management available in Oracle Cloud?Summary: Client is looking for a similar product of Oracle EBS Trade Management in Oracle Cloud which can handle promotions, rebates etc. In EBS, it is part of Oracle CR…
-
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…
-
Selling on the Go - Oracle CX Mobile AppIf you want to explore more on this topic, I recommend you to attend the following Cloud Adoption Webinar, delivered by one of our Customer Success Managers: Get your jo… -
Sales Manager - Opportunity DataHi, Is there any standard UI / report to see all opportunities of all sales rep of the Sales Manager? Below standard reports used to show the top opportunities. My Team'…Mohana Gopal S-Oracle 21 views 1 comment 0 points Most recent by Oana Grigorie - Support-Oracle Sales -
There's possibility to perform massive test load to check CX Sales performances?Summary: Massive load for performance test Content (required): I would know if there's a framework or tool able to test on massive way CX Sales UI's in order to check on… -
SSO CX Sales MobileSummary: We have SSO enabled when logging into the desktop, and we are currently configuring the CX Sales mobile app in our DEV environment. The implementation documenta…
-
Available Today: Out of the Box Reports for Incentive CompensationSummary: Out of the Box Reports for Incentive Compensation - available today in Oracle Sales. Content (required): Out of the Box Reports for Incentive Compensation - ava…Heather Sieberg-Oracle 11 views 0 comments 1 point Started by Heather Sieberg-Oracle Incentive Compensation -
In Fusion Cloud Sales (Incentive Compensation), can user defined queries be exported and imported?Summary: In Fusion Cloud Sales (Incentive Compensation), can user defined queries (UDQ) be exported and imported between environments? Content (required): In Fusion Clou…User_2025-02-01-07-27-35-188 22 views 0 comments 0 points Started by User_2025-02-01-07-27-35-188 Incentive Compensation -
Importing closed opportunities to Incentive cloudContent Hello, Anyone knows if there is a way to import all the closed opportunities to Incentive compensation module through an automated process? We are using both ora…
-
Feature Spotlight: Estimated CompensationSummary New Video and Content Focused on Estimated Compensation FeatureContent Are your sales reps tired of not knowing what their compensation will be for a particular …Heather Sieberg-Oracle 33 views 0 comments 0 points Most recent by Heather Sieberg-Oracle Incentive Compensation
-
Partner territory re assignment is not workingSummary Partner centric, Channel sales manager territory assignment is not workingContent Hi All, When an primary partner field updated in opportunity, the territory re …
-
Partner territory assignment to opportunitySummary If i create a opportunity 1st and associate partner afte that will the the partner territory assigned to opprtunityContent HI All, 1. if i create a opportunity f…
-
Will the accout owner/team member will get default visibilty to account opportunitiesSummary Is it possible to see opportunities on landing page where the user is owner of accountsContent Hi All, There is a owner and few team members associated to an acc…
-
How To Get Sales Lead Custom Field Show Up As Attribute In Lead Assignment ConditionContent Hi, I just created a new text formula field and I want it to use as a condition in a Sales Lead Assignment Rule. It doesn't show there currently and my question …User_2025-07-18-06-07-44-367 24 views 2 comments 1 point Most recent by Marian Platonov Incentive Compensation
-
How to fix "Object CancelReasonVA of type Attribute already exists" errorSummary Whenever I am trying to open any field or to do something on OSM, it shows me "Object CancelReasonVA of type Attribute already exists" errorContent In OSM, when …
-
Sales – CX Sales 21B-21C Updates for SPM, 7 May 2021 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 21B-21C Updates for SPM session to have them answered during the live event. Post your questions by posting a new … -
OTBI: How can we use a generic month in a reportSummary OTBI: How can we use a generic month in a reportContent Hi, Attached is an nquerylog for a report. We want that it should show # of Open opportunities from the c… -
OTBI: Data is reducing when adding # of Activites factSummary Data is reducing when adding # of Acitivites fact in Subject Area: Sales - CRM PipelineContent Hi We are using subject area: Sales - CRM Pipeline. When adding th…
-
Workaround To Searching Products and Product Groups in Workspace or Normal SearchContent Hi, I learned that Product and Product Group search is only available for the adaptive search REST api. Is there a workaround for this using the normal search or…User_2025-07-18-06-07-44-367 31 views 3 comments 2 points Most recent by Siraj Syed -Support-Oracle Sales
-
Can You Link an OTBI Report on the Sales Cloud Homepage?Content Hi, We want users to give quick access to their most used reports in OTBI by trying to find a way to have the link available in the sales cloud homepage. Is this…User_2025-07-18-06-07-44-367 35 views 1 comment 1 point Most recent by Priscila Terazawa - Support-Oracle Sales
-
Sales – Here’s What's Cool about Partner Relationship Management, 22 March 2021, 8 a.m. PT - SubmitContent Submit your questions for the Sales – Here’s What's Cool about Partner Relationship Management session to have them answered during the live event. Post your que… -
How To Import/Export Lead Assignment RulesContent Hi, I want to extract the existing lead assignment rules in oracle sales cloud, update and be able to import the updated rules back in OSC. Is this possible? Tha…User_2025-07-18-06-07-44-367 62 views 3 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales
-
Sales – Oracle Sales Innovation Roadmap, 10 March 2021, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Oracle Sales Innovation Roadmap session to have them answered during the live event. Post your questions by posting a new c…
-
Can 'Last Updated By' filter currently logged-in user in Workspace Saved Search?Content Hi, I want to filter the contact records recently updated by the logged-in user using workspace saved search. However, I was only able to filter using User Name …User_2025-07-18-06-07-44-367 31 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
-
Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserSummary Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserContent Hi, Is it possible to filter records that were recently modified/upd…User_2025-07-18-06-07-44-367 27 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
-
Microsoft 365 Add-in For Oracle - How much?Content Hi, I came across this Microsoft 365 add-in and was wondering if there's any license cost to implement this? https://docs.oracle.com/en/cloud/saas/sales/21a/oasa…
-
Sales – CX Sales 21A-21B Updates for SPM, 19 February 2021, 10 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 21A-21B Updates for SPM session to have them answered during the live event. Post your questions by posting a new …