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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Business Process training and certification for Oracle Cloud Applications is now availablePrepare for successful Oracle Cloud Application implementations with a common foundation of business process knowledge across all teams. Learn more about how new Busines… -
Early Adopter access to Sales Insights for CX SalesSummary Instructions to request for Early Adopter access (Promo Code) to Sales Insights features e.g. Activity Effectiveness, Contact Validation for Opportunity and Lead… -
Upgrade Required for LinkedIn Sales Navigator by Dec 2021Summary: The following is an important announcement for customers currently leveraging the LinkedIn Sales Navigator plug in for Oracle Sales. All customers using the Lin… -
Complimentary Data Health ScanYou need clear visibility into your prospects and customers for your sales and marketing initiatives to hit the mark. But what if the data driving those programs is inac… -
You’re Invited! Help Us Improve Our Customer Data Management and Import-Export DocumentationOracle Customer Data Management (CDM) is the best-in-class master data management suite to clean, consolidate, and enrich customer information, and create a trusted mast… -
Early Adopter access to Native Sales AI/ML features Similar Accounts from Sales Prediction frameworkSummary Instructions to request for Early Adopter access (Promo Code) to Native Sales AI/ML features Similar Accounts, Sales Prediction framework within CX Sales Con…
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Early Adopter Beta access to AI for Sales features AI Lead scoring and Opportunity Win ProbabilitySummary Instructions to request for Early Adopter Beta access to AI for Sales features AI Predictive Lead Scoring, Opportunity Predicted Win probability and Recommended …
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Complimentary Data Health Scan ReportSummary Is the data powering your sales and marketing programs accurate and complete? Content You need clear visibility into your prospects and customers for your sa… -
Notification for overdue tasksHi, How can I get the notification for the tasks which are overdue as email/bell icon. Thanks -
Compute yearly Transactions in a Monthly Plan ComponentSummary: How to compute transactions monthly and yearly in a single Monthly Plan component as shown in image Content (required): Solution/Suggestions required for below … -
How to push csv files from external system to sales cloud and periodically**This post was created as part of a How to Service Request (SR)Release: 11.13.22.01.0 Summary of the question: How can you integrate an external system to Sales cloud a…
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Job role required to run ESS 'Import User and Role Application Security Data'Summary Is IT Security Manager required?Content Hi, What OOTB job roles have access to run ESS job 'Import User and Role Application Security Data' besides IT Security M… -
Report to track the Integration calls/Api CallsSummary: Content (required): We need to build a report which can show: 1) How many users are connecting to Fusion via REST/SOAP WS? 2) Which objects they are accessing? …
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Creating Custom Navigation to access BI ReportSummary: Creating Home page BI report link Content (required): I'm just wondering if there is away, we can create a navigation to specific report in oracle sales cloud w…
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Due Date as mandatoryHi, I created duplicate of page layout of task details page and when I make the Due Date as required it is not saving with the property of required as Yes Attached scree…
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Delete Custom Object RecordsHi, I have custom object Suppliers with Supplier Code, Supplier Name, Location with 10K records and identified to delete around 4K records. How can this be deleted in bu…
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How to apply filter on Assets, based on Account team/TerritoySummary: How to enable a filter where the user could filter the assets based on the account team/ territory they are part of. In the saved searches we could not find any…Umamaheswarareddy Ambati-Oracle 4 views 0 comments 0 points Started by Umamaheswarareddy Ambati-Oracle
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Add products in product groupsHi, I have created new product group Innovation Offerings and when I try to add products it says The organization is invalid Attached screenshot Thanks
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All leads from AccountsHi, When I navigate to Leads tab in Account by default qualified and unqualified are selected how can I setup to have all checkbox values selected Attached screenshot Th…
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How to Integrate Slack with Oracle Sales Cloud**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Need a documentation on integrating Slack with Oracle Sales Cloud …Umamaheswarareddy Ambati-Oracle 12 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Oracle
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How to convert string datatype to CLOB in Groovy Script?**This post was created as part of a How to Service Request (SR) Release: 22.04 Summary of the question: How to convert string datatype to CLOB in groovy script? Ex: Nee…
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How to fetch Contact's mobile # in SRHi, We have mobile # , work # fields in Contact UI. Is there any field available which is stored Contact's mobile # in SR level. We need to send SMS using this value. Pr… -
Can the Country Code field be removed altogether?Summary: Phone Country Code Field - Removal Content (required): All our Accounts are in the US so there is no need to identify a Country to distinguish #s that are outsi…
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How to enable "All records I can see" in advance filter for Task Object?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to enable "All records I can see" in advance filter for Task O…
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How to delete / purge Incentive Compensation data ?**This post was created as part of a How to Service Request (SR) Release: 21D Summary of the question: How to remove Incentive Compensation data loaded by mistakes or cl…
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How to set Quotas and sync with Incentive Compensation in Sales Planning CloudSummary: How to synchronize between SPC and ICM for Quotas https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r13/wn/spm/releases/22B/22B-spm-wn.htm#F…
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Cannot Find Items/Products to Add to Opportunity Revenue Lines------------------------------ Body------------------------------------ **This post was created as part of a How to Service Request (SR) Summary: User trying to add Item…
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OTBI in Sales infoletHi Please help to understand how to add OTBI report in Sales infolet Thanks
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How to fetch AVCS URL via My Services page?**This post was created as part of a How to Service Request (SR) Release: 21D Summary of the question: Business has license to Oracle Address Verification Cloud Service,…
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How to create the Customer Hierarchy for custom Field**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to create the Customer Hierarchy for custom Field. The require…
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What is Rate limit for REST API**This post was created as part of a How to Service Request (SR) Release: 11.13.22.01.0 Summary of the question: A rate limit is the maximum number of calls we want to a…
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Migration and Integration considerations to take into account on GSI instance (ERP , OEC)Summary Migration and Integration considerations to take into account on GSI instance (ERP , OEC)Content Dear Team, We are working on a deal currently, where the custome… -
IDCS token with Oracle CX WSSummary: We want to enable Oauth2.0 for our fusion FA webservices, using IDCS. As part of this, I have created an app using steps given on https://www.ateam-oracle.com/p…
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How to show information kind of message through groovy when a web service is called through Action**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Customer have requirement to display confirmation message when cli…
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How to resize some FCL fields in the search box dialog?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: To increase user experience our customers will want to stretch som…
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It is supported JSON format in BIP reports output?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: It is supported JSON file format in BIP reports output? With the c…
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CX Sales Mobile App 3 genI have the new mobile app migrated. Utilizing the create a contact from a business card. Where can I locate the create page for the business card so the fields can be cu… -
ImportWhere can I find what values I need for ActivityID.