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Sales
Discussion List
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Currency for user in different BUContent Hi, I have one more business unit named US BU and the USER1 is assigned to US BU during the user creation. Whenever he logs to Leads and Opportunity the currentl… -
Opportunity Status based on Sales StageSummary Opportunity status is not getting updated based on Sales Stage. However, win probability is getting updated based on Sales Stage. We want to set the status to "W… -
Office 365 Add-In Menu Option issuesSummary Issue with Opportunities and Sales Leads displaying in OutlookContent We are on the latest OSC (CX Sales) version - 20C. We are deploying the Office 365 Add-In. …
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Unable to create Migration setSummary I'm trying to migrate some customization from test to Prod environmentContent Hi, I'm unable to create migration set to export the some new customization. when i… -
Scheduled Export Process after 20D PatchSummary Scheduled Export Process after 20D PatchContent Hi All, We would like to know why the scheduled export process is still working after 20D as Oracle said it will …
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Custom Object search based on default Creation date rangeContent Hi , How to set the Custom Object search based on default creation date period of last 1 month. Like Lead & Opportunity we have the options to set the default cr… -
How can fall the opportunity withing the forecaset depends on the contact only despite of matching tSummary How can use forecast without mantching territory dimention as the team is added manully to the opportunity not through run assignment and using contact only with… -
Create Opportunity's Attachment using APIContent Hi, Anyone shared the API & sample payload for creating the attachment for Oppty? We are going to create Oppty attachment from the external system. Thanks, Mohan -
Please need explanation for this check box and for which it's used "enable territory precedence" anContent And please if there is any doc explain this section rather than this "https://docs.oracle.com/en/cloud/saas/sales/20d/oasal/territories.html#OASAL54518"
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How to update the Business Unit for existing OpportunitiesSummary How to update the Business Unit for existing OpportunitiesContent Hi Team, We are trying to implement multiple BU concept in our customer instance, but earlier t…
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How can use historacl sales data to calculate quota please need more explanation for this and for tContent Please we need simple explanation for dealing with the historical sales that can be used for calculate quota and we do not need for and doc we just need this exp…
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For what the Quota adjustment can be used please we need clear example for itContent According to this definition " What's an adjustment? An adjustment is the amount that territory owners, or sales managers who have child territories, add to the …
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Ability to include New Contact field on a lead layout in outlook 365 integrationSummary Currently the New Contact field on leads (PrimaryContactSimplifiedName) is not included in REST call and can not be added to the Outlook 365 layouts.Content Curr…
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ODBC ErrorContent Hi, When the subject area Security - Roles and Privileges Real Time is used it gives the error as in screenshot. Any reasons for this and how to fix this ? Thank…
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How to update Sales Stage in OSC depending on the status in CPQ?Summary How do I update Sales Stage in OSC depending on the status in CPQ?Content Hi Everyone! We want to update the sales stage in Oracle Sales Cloud when the status in… -
An error occurred during the data import. (MKT-285235) Details: This error occurred while importingSummary Error occurring while importing Employee information in Oracle Sales CloudContent Hi, We are seeing the below error message when importing the Resource informati…
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Sales – Best Practices: Collaboration Tools to Leverage in Place of OSN, 14 December 2020, 8 a.m PTContentSubmit your questions for the Sales – Best Practices: Collaboration Tools to Leverage in Place of OSN session to have them answered during the live event. Post yo… -
How To Check Job Role Code Without Access To Security ConsoleSummary How To Check Job Role Code Without Access To Security ConsoleContent We're using SSO in logging in to OSC and we don't have access to the security console to che…
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Fusion SaaS password policySummary support 'disallow passwords used in the last X times'Content Hi, Cross-post this question here in case anyone has experience to share - OOTB, 'Disallow last pass… -
Email Not Sent After Sales Campaign Completed SuccessfullyContent Mentioned to this (Doc ID 2358573.1) I Tried this solution and still emails not sent after Campaign completed successfully
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Bulk delete of contactsContent Hi, I am looking for simpler way to bulk delete contacts who are not associated to accounts. Please suggest the possible ways Thanks
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Deleting an Activity Contact using REST APISummary How to get the ActivityContactUniqID for deleting a Activity Contact using REST APIContent Hi All, For Deleting an Activity Contact using REST API, system requir…
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Feature Friday: Microsoft 365 Email IntegrationContent Eliminate the time reps spend switching between applications and the CRM. Without leaving their Microsoft 365 email application, reps can use the Oracle Sales pl… -
Lead importing by import managementContent Dears, When I create lead and contact by lead import management and open details page of lead that created by import management and click on contact sub-tab but … -
How To Import Sales Products From PIM Data HubSummary How To Import Sales Products From PIM Data HubContent Hi, Is there a documentation on how to use 'Import Sales Products From PIM Data Hub' job in Oracle Sales Cl…
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Enable Check for duplicatesContent Dears, How can enable the action of a check for duplicates on a lead object and how the process of duplication working on lead? Thanks, Ahmed Version 20D (11.13.…
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How To Redirect An Infolet To The Landing PageSummary How To Redirect An Infolet To The Landing PageContent Hi, Is it possible to redirect an infolet to the Opportunity Landing Page? If yes, is it also possible to k…
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How to update Sales Credit Recipient based on Opportunity Owner updateContent Hi, We have automatic territory assignment when an Opportunity is created and user has to add a Product Line while creating Opportunity. and after that in some c…
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Unable to find Category column in Attachment UI in Edit Account PageSummary Defined a new attachment category for "Sales Parties" module. Assign this to "ZCA_SALES_PARTY" entity. Unable to find category field in attachment UI in Edit Acc…