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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Best Practices for Industry ValuesSummary: The default values in the Industry Field are not as accurate for our business as we would like, what is the best practice to have your own list of Industries. S… -
Assign Territories based on Parent Account attributeSummary: Is it possible to have a child account be assigned territories based on his parent account information. Version (include the version you are using, if applicabl…
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How to add line breaks or bullets in Long text field through groovy?Summary: I am trying to include bullet points into a long text field through groovy. Content (required): I am having a long text field in lead page where the value will … -
How We Can See The Product And Product Group LOV in Add Product Action From Digital Sales For LeadQuestion: Leads/Opportunity Screens > Add Product action navigates user to a sub view where search on product name does not return any data **This post was created as pa… -
How to get the amount of Contacts assigned to an AccountSummary: How can I get the amount (count) of Contacts listed for an Account using Groovy? Content (required): The current groovy returns the incorrect number of contacts…
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Help with BI answers Report - AccountContactIDSummary: I am trying to create a report for contact information that has a relationship with that Account. In the import mapping for AccountContact I am able to see the …
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How To Add a Value In The "Due Date Reminder" For Task"Summary: How can I add a Value in the "Due Date Reminder" For Tasks"
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Enable LinkedIn for CX SalesSummary: Enabling LinkedIn for Activities Content (required): We've enabled Linkedin Sales Navigator for our users and we want to know how to enable the additional optio…
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How to configure email notification for Lead assignmentSummary: When a lead is assigned to a sale rep an email notification to be sent to the sales rep regarding the lead assignment. Content (required): We have reviewed the … -
Auto populate value on the search filterSummary: Auto populate value on the search filter Content (required): Is there a way to auto populate the field value in search filters of other Fixed choice list Field.…
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Adding / Updating custom lookups via REST APIQuestion :Need to be able to update or create new custom lookups via REST api. **This post was created as part of a How to Service Request (SR)Release: 23A Summary of th…
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Is it possible to connect Office 365 with multiple AzureSummary: The client is using multiple Azure accounts specific to the region so how to establish an office 365 connection with multiple Azure accounts? Content (required)…
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Is the appointment detail in Calendar customizable?Summary: Content (required): Hi Experts, Just want to check if there's a way to edit/customize/extend the appointment details floating dialog when you hover an appointme…
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Can we create Dynamic Choice List (DCL) on Partner Contacts?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: Can we create Dynamic Choice List (DCL) on Partner Contacts? Suppo…Ionel Spaloghe-Support-Oracle 10 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle
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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…
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Creation of Asset gives error : An error occurred. Contact your help desk. (FND-2)Summary: Creation of Asset gives error : An error occurred. Contact your help desk. (FND-2) Content (required): I created an asset named testasset. Later I renamed this …
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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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Custom DCL fields are not visible in analyticsSummary: We have custom DCL fields in Lead , those were not coming in standard subject area , so created custom subject area by adding all the fields and published , aft…
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Method Of Payment in CX Sales CloudHi everybody, we are working with Fusion (CX) Sales Cloud and we are using CPQ as well. We are facing with a internal discussion as the “Billing Account” and related “Pa…
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Is there any limit on how many products to be added for a Product Group in Sales Catalog?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Is there a limit of how many products can be added for a…
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How to associate Accounts to Custom Object on Creation ImportSummary: Unable to associate existing accounts to new custom object records Content (required): I've been unable to associate accounts when importing to a custom object.…
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How to re-assign a number of contacts to a new accountSummary: We have a customer that did a spin-off and a number of their contacts are going to a new account - what is the best way to do that in the UI or do we need to us…
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Can we export the sales quota with the same hierarchy in the systemRelease: 11.13.22.10.0 Summary of the question: Is there a way to export the sales quota with the same hierarchy in the system Supporting Documents if any: https://docs.…
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CRM Analytics report is not capturing correct login time when user logging through Oracle Mobile AppSummary: Content (required): Whenever users are logging in through mobile application captured login time is 5:30 AM. It does not matter at what time user logging in tim…
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Unable to set "Blank" value in country fieldSummary: A country field with a LOV type appears in Contact. Every time we attempt to add a new contact, the Netherlands is selected as the default country in the countr…
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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… -
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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Not able to add member as Sales ManagerContent Hi, In the manage resources when I add another user with Sales Manager role I receive the error attached in the screenshot. " An active manager with an overlappi… -
Reports in the oracle cx sales mobile app does not return any dataSummary: Reports in the oracle cx sales mobile app does not return any data; cannot see/access any reports. What could be the reason for this? and how to fix it? Thank y…
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Payment Method - OSC/CPQSummary Payment Method - OSC/CPQContent Hi all, In a standard sales process, can I register the payment method (cash, credit cards, etc.) of the contact / account in the…