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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I want to create an Activity record associated to a Lead when the Lead is createdSummary: I use a Before Insert trigger to do that, but the Activity record need LeadId in order to associate the activity to the lead. But when the trigger is executed, … -
how to make every salesperson see just his own records at ( contact , account , lead , opportunity)Summary: Hello everyone , I want to make each salesperson just have access to his/her own records only and can not see other records but the sales director still has the…
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How to set Parent Account value via Groovy Script**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: We need to set Parent Account via Groovy Script on Accou…Umamaheswarareddy Ambati-Support-Oracle 1 view 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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How to add country as a field in lead object and be able to edit/update the field values ?Question : **This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: In lead module we need to add "country" as a field. The…
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Migration from Microsoft Outlook to Microsoft 365Summary: Hi all, We are planning to migrate from Microsoft Outlook to Microsoft 365 as Oracle is going to deprecate the current Outlook plugin. Is there any way we can c…
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How to separate the contacts that come in from CRM and my personal contacts in Microsoft 365.Summary: How to separate the contacts that come in from CRM and my personal contacts in Microsoft 365. As of now they are altogether in my contact list. Content (require…
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How to manage the visibility control of the (Lead ,opportunity,account,contact )The team who assigned to the records will see it and cannot see other records of another team need to do this requirement so how can implement this -
Is it available/working the SR similarity in the NextGen HR HD?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is it available/working the SR similarity in the NextGen HR HD? -
How to Download / Export the data on the Contact Object?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to Download / Export the data on the Contact Object? Supportin…Praveen Desetty - Support-Oracle 11 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle
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How to distribute Leads to managers sequentiallySummary: Hello everyone We would like to distribute leads to managers in sequential form, if we got through integration a lead we would that lead to be assign to manager…
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Is there any limitations on creating lookups within each object in the Workspace?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Are there any limitations on creating lookups within ea…Matei Niculescu-Support-Oracle 22 views 1 comment 0 points Most recent by Matei Niculescu-Support-Oracle
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Resolving Gaps and Overlaps based on Account Territory AssignmentsSummary: Using the sample territory gaps and overlaps BI reports, you'll be able to monitor gaps and overlaps in territory coverages for Prime territories assigned to ac… -
How to automatically Run Assignment for lead based on rules?Summary: How to automatically Run Assignment for lead based on rules? Content (required): How to automatically Run Assignment for lead based on rules? Version (include t…
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How to change spacing between two lines in Manage Plan Terms and Conditions?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Customer want to decrease the spacing between two lines in Manage …
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Transactions Transfer Report for China errorSummary: Seeded report : Transactions Transfer Report for China showing error with below error message. You can't split the transaction because the unit price exclusive …
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Microsoft Outlook Connector / Micosoft Sales 365Summary: I'd like to know if there is a script or way to uninstall Outlook Connetor all at once from all laptops. Content (required): Moving to Cloud Server . Version (i… -
Reduce Admin Burden when Resolving Gaps and Overlaps using Territories WorkspaceSummary: Workspace is a key differentiator for our customers and Territories Workspace provides an number of features for the sales operations team. Demos are available …
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Add mashup in opportunity header**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: we want to add the mashup to the top of the opportunity screen Is …
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How to change email address, on object workflow Notification?What "From Address" means?Summary: What "From Address"(Go to Navigator > Common Setup: Object Workflow> Object> Sales Lead> select a lead > edit -> select email notification) means? How to change…
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Error in Sales Microsoft Outlook 365 setupSummary: Go to Setup and Maintenance Manage Microsoft 365 Enter Application ID, Key, Tenant ID Save Error Content (required): Facing following error on Save the details …
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Microsoft Tenant ID in Office 365 integrationSummary: While performing outlook setup in Sales, I came across an additional attribute called 'Microsoft Tenant ID', is this mandatory? as this attribute is not seen in…
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Opportunity to Sales Contract CreationSummary Opportunity to Sales Contract CreationContent We've a requirement to create Sales Contract from Opportunity. Is there any standard out of the box process that cr…
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Set Sales Quotas by sales representative without territories?Summary: We have not setup territories because all reps can sell all products. I want to use the existing reports for reps to show how they are doing against their quota…
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Need access to add Service Request as top level object for OutlookSummary: We have a service team that would like to use the Outlook Integration in conjunction with the Service Request object. Essentially, as the service team member re…
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How to fetch custom lookup values using REST APIContent Hi, We have a custom FCL created on opportunity and we need to fetch all its values using REST API. Can you please let us know how to access it using REST API Th…
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How to make index field ( in order to retrieve data from the database more quickly) for some DFFs?Summary: The customer is creating DFFs in CN_TP_BASETRANS_DFF and CN_PARTICIPANT_DETAIL_DFF tables for user defined queries. The customer need to make few of them as ind…
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Is there any standard integration between Oracle Sales Cloud and Oracle Project Portfolio managementSummary Can an opportunity with "WON" status Oracle Sales Cloud trigger the creation of a project in Oracle Project Portfolio management?Content Can an opportunity with … -
Sales- MS 365 integrationSummary: Need clarity on following points. What should I know when implementing the Microsoft 365 Add-In? Here are some important things you should keep in mind when imp…
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Generate Data Quality Keys process is paused and blocked and not completedGenerate Data Quality Keys process is paused and blocked and not completed so pls need to know the cause for this issue
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Is Social is going to be available in future releases or will be deprecated**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: We wanted to know if Oracle social Network will be avail…Bodhisattwa Mukherjee-Oracle 11 views 1 comment 0 points Most recent by Bodhisattwa Mukherjee-Oracle