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Sales
Discussion List
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List of Values via SQL/Analytics Query - Oracle Sales Cloud (FUSION)Is there a way to extract/Query all Lists of Values via Analytics SQL Query or from a Task in Setup & Maintenance? We are trying to document this information in Oracle S… -
Role required to Export Management, but I don't wanna activate the Sandbox for these usersSummary: I have some Users with the Job Role: ORA_SVC_CUSTOMER_SERVICE_REPRESENTATIVE_JOB I have a user requirement to Export Service Requests, Accounts and Contacts ins…
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Unable to Export Assets using Export ManagementSummary: Whenever we are trying to export Assets using "Export Management" functionality, the Exported data file does not get generated even though the export is success…
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Deleted Record still showing in workspaceSummary: we notice that some deleted records is still showing in workspace list, just wondering aside from doing full publish, is there away to remove the deleted record…
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How to fetch Victim records (Accounts or Contacts) in a table after merge?Summary: We want to fetch the victim records and its details in a list view. We are looking for a table name where we can build a query to see the data. Content (require…
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Its important to solve the territory hierarchy not showing well in forecast UISummary: Not all the territory hierarch is showing well its showing only two parent Content (required): Version (include the version you are using, if applicable): Code …
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[NGS]Need steps to implement SUI features Like Assessments, Sales coach, recommendation.Summary: Users are trying to use next gen digital sales UI for opportunity object and needs to know how to setup OOTB functionality is missing as comparison to SUI featu… -
[NGS]Steps to view Deal registrations for OptySummary: Is it feasible to view Deal registrations for Opty in Next Gen Content (required): When user goes to Opty in Next gen, they do not see deal registration header.…
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Is it possible to show Visual Indicator on blocked Account ListSummary: Visual Indicator on Blocked Account list. Content (required): Hi, We have requirement where the blocked account list should be highlighted on landing page. is i…
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Its important to know if there is ability to add the sales goal for specific product (item)Need to add new sales goal and specify a certain product not a group. For example: we have one resource , we need to say that this resource will sell for example 10 spec…
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Theaccount and opportunity always assigned to the parent territory and not assigned correctlySummary: its important to solve this "The account and opportunity always assigned to the parent territory and not assigned correctly to the child territory" Content (req…
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Downstream effect of custom address purpose in a customer ship-to siteSummary: We have created a custom lookup value in the address purpose in the customer ship-to site level. What will be the downstream impact of having this addition? It …
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How to remove "+" sign from workspace quick access tool barSummary: We've been trying to remove the create button, i.e., "+" icon from the workspace quick access tool bar for sales users but couldn't find the means to do so. cou…
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How to disable global search for specific role in oracle Fusion CX Sales cloudSummary: How to disable global search for specific role in oracle Fusion CX Sales cloud Content (required): Partner users are able to search records through global searc…Sunil.Kumar.Poojari-Oracle 66 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle -
Extract Time part from a DateTime field.Summary:Extract Time part from a DateTime field and display it in user's local timezone format. Content (required):"Is it possible to extract the time part (3:00 AM/PM) …
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CX Sales + Microsoft Teams capabilitiesSummary: Once MS Teams is integrated with Sales - How it can be put to use apart from book example below, 1. Directly from the opportunity UI, salespeople can simply cli…
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Delete one of PhoneType Home row from Contact Using CSV Import - How ?Summary: Contact Object > Open Contact Record > Attribute 'All Phones' > Manage All Phones > Type = Home ...Now there are 4 phone records available Work Type, Land Type,…
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How to mass delete lead records?Summary: 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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How to make the Email and Primary Phone fields mandatory in the contact moduleSummary: We need to condition the Email and Primary Phone fields as required Content (required): We need to condition the Email and Primary Phone fields as required, we … -
VAT number and fiscal code validationSummary: How to implement VAT number and fiscal code validation in Sales Content (required): Is there a standard functionality or a recommended service we can use in ord…
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Effective usage of header and empty spaceSummary: Customer would like to customize the below screen to display informative content as and when required. How to use this space to customize as desired. NOTE: Cust…
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CDM Merge RequestSummary: Content (required): Is it possible merge request can only be submitted by the Owner of the Contact in CX Sales Version (include the version you are using, if ap…
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CDM Merge Record SelectionSummary: Content (required): Can submitter select the record(contact) during the merge request submission which record to retain as a master in CDM/CX Sales. Version (in…
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CDM Merge Request Field SelectionSummary: Content (required): Can we choose which fields (i.e. a mix of primary and secondary). May be that user has to choose Master record and update fields? Version (i…
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How to use geography dimension in Business Plan Objectives? (and how to create new dimensions)?Summary: How to use geography dimension in Business Plan Objectives? (and how to create new dimensions)? Content (required): I enabled geography dimension for BP Objecti… -
Facing java.lang.NullPointerException while converting Lead to OpportunitySummary: We are able to create Lead and Opportunity after migration , but when we are trying to convert the lead to opportunity we are facing the below issue java.lang.N…
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Can a partner user be given quota and access to forecast?Summary: Can partner users participate in quota/forecasting? Content (required): Is it possible to set a partner user (e.g. partner sales representative) as a territory …
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How to make Sales Performance Infolet visible for all sales representatives?Summary: Sales Representatives cannot see each others percentages in below infolet. I (saled administrative) can see everyone percentages. I added the CRM Analysis Duty …
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Show an error message in button create quoteHi In Quotes and Orders subtab into opportunity object, we need to show an error message when I do click in "Create quote" button if already exist a quote but the action…Juan Sebastian Montero Castelblanco 63 views 5 comments 0 points Most recent by Siraj Syed -Support-Oracle
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Audit report for territory changes?Summary: Can the Audit Reports access be given to custom role, and also restrict the Product and Business Object Type selection? Content (required): For security audit p…