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
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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…
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Adaptive search for Revenue Lines - can more opportunity fields be added?Summary: Can more opportunity fields be added in Adaptive Search for Revenue Lines? Content (required): We have enabled Revenue Lines in Adaptive Search to use in Worksp… -
Has anyone removed the value sets from out of box flexfields on the Base Transaction?Summary: Replace out of box value sets on global segments on the CN_TP_Base_Transaction table Content (required): My client is looking to bring in city, state and item I… -
Email Address Validation on UISummary: How to validate the contact Email Address in UI? Is there an out-of-the-box validation available? using REST or Regex groovy? Content (required): Version (inclu… -
Display Overdue Tasks as RED Only for Open ActivitiesSummary: Display Overdue Tasks as RED Only for Open Activities **This post was created as part of a How to Service Request (SR)**Sirajuddin Syed-Support-Oracle 27 views 6 comments 0 points Most recent by Sirajuddin Syed-Support-Oracle
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How to Migrate Access Group Setup DataSummary: After completing the Migration Processes, CSM and FSM, the Custom Access Groups and System Access Groups Rules were not migrated across Version (include the ver…
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How to import Incentive Management Role Assignments using Import Management by importing .csv files?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How to assign many users with different roles to a compensation pl…
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How does Task/Appointment Reminder behaves?Summary: Users report they are receiving a lot of reminders that expected. Content (required): We are receiving reports from users that they are spammed with reminders a…
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Data not displayed in NGSSummary: Hi, Quick question - I cannot see any data in NGS, but I can see data in Workspace. For example, in Workspace, I see data if I use My Accounts or All Accounts. … -
ProductGroupItem is not available in Import Management Object LOVSummary: In Fusion Import Management, ProductGroup and ProductGroupItem objects are not found. Which role is required to enable these objects? Content (required): I am t…
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Problem Adding Competitor via dialog box in Digital Sales Opportunity.**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Unable to 'Add Competitor' via dialog box in Digital Sal…
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How to translate Currency code to another languageNeed to translate SAR code so can see in the Arabic UI with the Arabic meaning in Currency list inside lead and opportunity. -
How to retrieve province's Primary and Alternative Names of CA country using SQL query?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Customer requested to know how to retrieve province's Pr…
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Can we add detail reports/dashboard in cx sales mobile app?Summary: When we are trying to add reports from 'visualization configuration' , we are able to select the path but with in that respective path reports are shown up. can…
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Update Multiple Emails to same contact using ImportSummary: Update Multiple Emails to same contact using Import Content (required): We have a requirement to update multiple emails for the same contact using Import manage…
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Currency Code in OpportunityHi, When I create opportunity I can see only GBP as non-editable but I want to create opportunity in different currency as EUR how can this field be made as list item so… -
How to auto sync outlook emails as tasks in Microsoft 365 without sharingSummary: Avoid manual sharing of emails as tasks, instead similar to Meetings, all emails has to get auto synced to sales application Content (required): How to auto syn…
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Login time is not getting captured in User Login ReportSummary: When users are logging in through mobile application their correct login time is not getting captured. Does not matter at what time users are logging in it will…
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Is branding of URLs availabe in Oracle Fusion Sales?Summary: branding of URLs availability in Oracle Fusion Sales Content (required): For example want for customising the standard URLs to customer specific Version (includ… -
Create a number sequence in a custom field on the leadHow to generate a number sequence every time the user creates a new lead? In Opportunities, create a trigger to have the following sequence: last two digits of the curre…
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How to check Object workflow e-mail(s) if sent successfully to the userSummary: Content (required): is there a way we can check if workflows email was sent properly to the user? it is similar to email logs that been sent to the users via ob…
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How can give admin access to only specific leads and cannot see and edit other leads using access gHow can give admin access to only specific leads and cannot see and edit other leads using access group
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Creating Webservice with Dynamic ParameterSummary: Dynamic parameter in webservice to apply in URL Content (required): Oracle supports dynamic parameter in webservice, however when it applies to URL hostname it …
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Sales person user cannot edit Created appointment as added as team member to itSo how can enable sales person user to edit the appointment details when he/she added as team member in the appointment.
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Please critical to solve this The contact that created through ERP is showing in sales non editableThe contact that created through ERP is showing in sales non editable so please need to know the cause and fix this issue
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Is possible to Bulk update of credit receiver's role name in credit receiver window?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: Is there a way to update role name in the credit rule window using…
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Change how opportunity revenue line amount is calculated.There are 2 custom fields: Field 1: Sale price Field 2: Tax 1 I need the result of multiplying (Field 1 * Field 2) is reflected in the Amount field of the opportunity in…Syed Misbauddin-Support-Oracle 51 views 4 comments 0 points Most recent by Syed Misbauddin-Support-Oracle -
How to use Opty id in rest service to get particular opty details**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Can we use Opty id in rest service to get particular opt…
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Show an error message in button create quoteHi In Quotes and Orders subtab into opportunity object, we need to show an error message when I do click in "Create quote" button if already exist a quote but the action…Juan Sebastian Montero Castelblanco 12 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle
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How to enable Microsoft 365 Integration for another Identity provider?** This post was created as part of a How to Service request (SR) Release: 22C Summary of the question: Did the initial setup of Microsoft 365 integration with default i…
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Has Oracle CX an option to export data to SFTP?Summary: Has Oracle CX an option to export data to SFTP? **This post was created as part of a How to Service Request (SR)**Sirajuddin Syed-Support-Oracle 22 views 1 comment 0 points Most recent by Sirajuddin Syed-Support-Oracle