Feature Kits
- CX Sales Mobile App for a Modern Mobile Experience
- Smart Lists for a Personalized Sales Experience!
- Actionable Infolets for effective and efficient task-based processes
- Use Access Groups to simplify access to segmented business data
- Office 365 Outlook Add-In for a Modern Inclusive CX Sales Experience
- Workspace for Fast and Easy Access to CX Sales and B2B Service!
- Import and Export Management for faster and easier data loading
- News Feed layout provides a fast home page and improved user experience
Sales
Discussion List
-
CX – How Generative AI Will Change Customer Experiences ForeverWhen: Dec 6, 2023, 9:00 AM – Dec 6, 2023, 9:45 AM (PT) Location: Register for Event Description: Get Ready for the Next-Gen Customer Experience With Rob Tarkoff, Executi…Elise Hymes - Oracle CX-Oracle 24 views 0 comments 0 points Started by Elise Hymes - Oracle CX-Oracle -
Enroll your project in Next Gen Sales App, we can help with our Support Implementation Program!If you are currently implementing CX Sales, Incentive Compensation or PRM, or are already live with our products but want to enable/implement new features such as Worksp… -
TCA feature update: Address CPUI (Common Party User Interface) change to filter alternative namesSummary: The current Address CPUI functionality supports displaying alternative names for the Geography elements (e.g. city, state, county, etc) We are providing a bette… -
Reducing Fusion Application Maintenance Downtime For Quarterly Updates (Doc ID 2924201.1)Attention: As part of Oracle’s ongoing initiative to reduce maintenance downtime, we are informing you about a temporary change beginning with Fusion Applications Update…Nicoleta Chiru-Support-Oracle 527 views 5 comments 6 points Most recent by Nicoleta Chiru-Support-Oracle
-
Announcing Delta Certification Exams - an easier way to maintain your certificationProfessional credibility, greater job satisfaction, and increased career opportunities, to name a few, are benefits of keeping your certifications current. We are very e… -
Uptake the “Around Me” Improvements Now!Summary: What we are announcing As part of 22B, we have improved the “Around Me” functionality in CX Sales Mobile App by enabling sales reps to use Workspace saved searc…Cristian Munteanu-Support-Oracle 103 views 0 comments 2 points Started by Cristian Munteanu-Support-Oracle
-
Enabling High Performance Access Group Rule Processing on Customer Stage PodsHigh-Performance Access Group Rule Processing helps improve performance by enabling millions of records to be processed in minutes, not hours. It uses the high-performan… -
The Oracle design team wants to hear from you!Summary: The Oracle Design team's mission is to get you to fall in love with Oracle one interaction at a time. To that end, we want to hear from every one of you - indiv… -
Territory Custom Dimensions OverviewSummary: This is an overview and demonstration of the Territory Management custom dimensions feature. Content (required): Sales organizations can use up to 10 custom dim…
-
How to do proper error handling in REST WebServices?Summary: I want to do proper error handling with REST WebServices and looking at the documentation I found that: def conn = adf.webServices.GetTicketForAccount try{ // P…
-
User is having issue when entering an address in REASummary: Seeking your Inputs on this Issue, thank you in advance. Content (please ensure you mask any confidential information): Version (include the version you are usi…
-
How to make all fields visible for CX Sales for Microsoft 365?Some of the standard fields cannot be searched in the Available Fields and be added on the Details page. How to make all fields available?
-
Can the close date field on opportunities be left blank during opportunity creation?Summary: As it stands now, when an opportunity is created, the close date automatically populates. This makes it so opportunities often times opportunity close dates com…
-
How to send email notification to resource when an Activity is assigned to that resourceSummary: Hi All, We have a requirement to send email to user to whom a new Task(activity) is assigned. Content (please ensure you mask any confidential information): The… -
Image in ColumnHi, I selected the image in the column properties but when I run the report it is showing up. below is the blank space where the image should have visible which is not s… -
can we insert data into database directly instead of hitting an endpoint url from webserviceSummary: In sales cloud do we have provision to insert real time Opportunity data into database directly instead of hitting an endpoint url from webservice? whenever an …
-
Express ReportHi, Is the express reports are available only for Opportunity object please clarify.
-
how to use EDLC to to download the attachment filesSummary: We need export PDF doc from Custom object. Content (please ensure you mask any confidential information): Version (include the version you are using, if applica…
-
How to create Purchase order which Requisition is having more than one RequisitionLineIdHow to create Purchase order which Requisition is having more than one RequisitionLineId . using REST API -------> API details for creating PO using single RequisitionLi… -
ESS Job to change Resource User names based on changes in Manage Name FormatsSummary: Hello, We perform a change on CONCAT_NAME_DEF in Manage Name Formats by removing the Middle Name in the format layout. We were able to successfully save the con…
-
Is there a way to enable attachments on notes object?On the notes object under accounts, is there a way we could enable attachments?
-
Is there a way to email Dashboards on otbi agent?Summary: I have a couple simple dashboards that I would like to send as a singe excel sheet to managers instead of sending them 3 emails with each page. Is that possible…
-
How to change Account DCL Search and Select on Activity to match other objectsSummary: I'm unsure on how to update the Account DCL field Search and Select on Activity. It does not look like other objects. (see screenshot 1). I have another environ…
-
List all opportunities via APISummary: List all opportunities created using API Content (required): De momento necesitamos hacer una consulta de todas las oportunidades a través de API, en la documen…
-
How to hide/eliminate a section in the page layoutSummary: In the Lead page in CX there is a section that i need to eliminate or hide, when i try to modify the page layout of Lead, that section is not there to eliminate…
-
Unable to get field values in Before delete Trigger.Our requirement is whenever account team member is deleted , delete it from the related opporunities team as well We wrote a code on Sales Account-> Sales Account Resour…
-
How to add sites to an existing Customer AccountSummary: How to add sites to an existing Customer Account Content (required): How to add sites to an existing Customer Account Version (include the version you are using…
-
How the “Status” field in the opportunity is being populatedWe would like to know how the “Status” field in the opportunity is being populated. Was it tied via update to the “Sales Stage” of an Opportunity or to the “Status” of t…
-
Restrict Lead or Opportunity Currency by Business UnitIn our application, different Business Units need to use multiple different currencies when creating Sales Leads or Opportunities. We use multi-currency, and load daily …
-
Defaulting the dashboard filterSummary: We have a dashboard which includes prompt as well, which is built based on custom subject areas with lead , opportunity , activity and custom object data. we de…
-
project number not generated through opportunity pageSummary: While creating an opportunity and selecting create project checkbox, the project number should be auto populated after selecting the project template but we rec…
-
How to send additional item attributes from PIM to CX Sales?Summary: We have product setup in PIM that have additional attributes (DFF's). Can we send these additional item attributes from PIM to CX Sales as part of the standard …
-
How to Integrate Sales Accounts with PayablesSummary: Hello Team, we have a requirement to integrate sales accounts with oracle payables to generate invoices and do the payments. could you please let us know the pr…
-
JBO-27023, JBO-25014 ERRORSHello, JBO-27023: Failed to validate all rows in a transaction. JBO-25014: Another user has changed the row with primary key oracle.jbo.Key[300000655378776]. We are seei…
-
Integration of Opportunity to external app via web serviceSummary: There is a need to POST an opportunity ID to the external app via API after clicking save. Does this need to go through OIC or can be direct from Webservices an…
-
How to setup different schedules on the same BICC datastoreIn BICC (OSC Sales Cloud) , I want to have two extracts of a datastore e.g. CrmAnalyticsAM.OpportunityAM.Revenue going to two destinations for different reporting use ca…
-
Can we translate the custom error and validation error messgaesSummary: we are using 2 languages in the system ,so when it comes to translate from English to Arabic all the standard fields & error messages are coming automatically. …
-
Opening the Text field link in a new tab obieeSummary: In OBIEE , I have a text field and which contains a URL. I made it to clickable from data format. When we choose the data format as html hypertext it started wo…
-
Oracle sales mobile app - Around me FunctionalitySales users are using "Around Me" functionality in Oracle sales mobile app to to do Office Stops at customer offices and they are reporting that when they click on "Get …