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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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 add the currency field in the creation layout of Opportunities in CX Sales Mobile?Release: 22C Summary of the question: I need to add the Currency field in the creation layout of the Opportunity Object in the Sales Mobile Application Supporting Docume…Hector Dantas-Support-Oracle 31 views 2 comments 2 points Most recent by Hector Dantas-Support-Oracle -
Need to get summary of failed records of Incentive Compensation Participant Detail Import processSummary: Need to get summary of failed records of Incentive Compensation Participant Detail Import process Content (required): I am submitting Incentive Compensation Par…
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Change history does not include the changes made on the line revenue**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: I activated the change history for the opportunity object, but it …
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Using formula text field in a workflowSummary: We have a requirement to capture multiple email addresses(comma separated) in a text formula field and use that in the Workflow Email task 'To Address' field. H…
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How many lines can be managed in one single sales order without any performance issues?Summary: How many lines can be managed in one single sales order without any performance issues? Content (required): Version (include the version you are using, if appli…
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Best Practices for a sales person leaving your company / terminatingSummary: What is the best practice for how to update a sales rep who leaves the company Content (required): What is the best practice for when an employee leaves. Should…
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Territory Assignment to Opportunities Using Custom Dimensions: Setup and DemoSummary: Overview of the Territory Custom Dimensions feature and a demonstration of the one-time setup steps to enable a Line of Business custom dimension and update the…
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How to make a field conditionally required in CX Sales Mobile App**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: We have a conditionally required field in SUI and will need to rep…Hector Dantas-Support-Oracle 24 views 1 comment 2 points Most recent by Hector Dantas-Support-Oracle
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Incentive Compensation - Implementation Health DashboardSummary: Using this dashboard you'll be able to monitor important stats on your Incentive Compensation configuration and setup. Content (required): This dashboard allows…
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Can we control access to that particular Note record based on a custom field?Summary: Content (required): we have a requirement to give/control access to a particular note record based on the value present in the Custom field. if u have any docum…
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Is there a way to autorefresh infolets on login?Summary: Is there a way to autorefresh infolets on login? currently if logged into oracle sales cloud, the infolets section shows up, but need to click on 'Refresh' to l… -
Looking to use Export Manager to export Contacts that belong to Accounts owned by a specific UserSummary: Is there a way in Export Manager (and ultimately back into Import Manager) to query on Contacts that belong to Accounts where the Owner of the Account is a spec…
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Search Pattern in DCLHi, In the DCL field if I type Media I can see list of values starting with Media as below But I type GMBH I am not able to get the list of values I tried to use %GMBH% … -
contact and contact pointsSummary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable):
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Cannot see Job title value when a contact is associated to opportunity**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: There is a jobtitle value in contact but when we add contact to op…Dragos Deak-Support-Oracle 13 views 2 comments 0 points Most recent by Prasanth Prabhu-Support-Oracle
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Enable email Notification for CX Sales ModuleSummary: Based on the Doc ID 2346344.1, we were unable to loacte the domain wise email enablements, We wanted to know this feature is currently supported or not ? Conten… -
How to Use REST API to Create a Resource User?Summary: How to Use REST API to Create a Resource User? Content (required): **This post was created as part of a How to Service Request (SR) ** Used the REST API: https:…
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lead assignment rule and when click run assignment button its showing the below errorWe created rule based assignment Need to know the cause of this error "The message is The object to be assigned can't be found. Contact your help desk.." -
What's New: Release notification for Cloud Readiness / Sales Force Automation**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: When is the ”what's New" section from Cloud Readiness for Sales Fo…Ionel Spaloghe-Support-Oracle 21 views 1 comment 0 points Most recent by Oana Grigorie - Support-Oracle
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Am team in forecast but cannot see territoryWhy cannot see territory while am team in the forecast and what's the forecast delegation role
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What are the minimal fields needed for Contacts in Import ManagementSummary: I am looking to export contacts, then update some values, like Account Manager, and then want to - re-import. What are the minimal fields needed to do that Cont…
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If there is ability to import geography hierarchyHow to import geography hierarchy as i cannot find it in this doc https://docs.oracle.com/en/cloud/saas/sales/22c/faiem/import-your-geography-data.html#s20072220
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How to create a new advanced search option to view opportunities created within 90 days?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Request is to modify an Opportunity UI List from Page Composer in …
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Adaptive Search Full-Publish Time Metrics for Large Data VolumeSummary: Hi, The adaptive search full-publish takes long time to complete. I wonder if that's expected and if we can optimize the running performance. Here is the detail… -
URL pattern for ManageHierarchyLinkSummary: Hi, Does anyone know what's the URL pattern for ManageHierarchyLink on Account Overview subtab? Thanks, Adam Content (required): as above Version (include the v…
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Understanding Transaction Calculation performanceSummary: I would like to understand the impact of performance across various scenarios Content (required): Say for 10M transactions, we have Imported 100 participant, wh…
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How can I get an export of the Industries for Accounts in Sales CloudSummary: We are looking to update the list of Industries in Sales Cloud. We were looking to start by exporting the list and then editing it and then updating the list of…
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Approve From Mail With a Custom Template**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: is it possible to approve or update any field from the mail templa…
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How to Add/Update the Classification Codes for CUSTOMER_CATEGORY ?Summary: How to Add/Update the Classification Codes for CUSTOMER_CATEGORY ? Content (required): **This post was created as part of a How to Service Request (SR) ** Versi…Jacqueline Li-Support-Oracle 11 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle