Sales
Discussion List
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Make Account/Contact Detail Page Read-OnlySummary Make Account/Contact Detail Page Read-OnlyContent Hi, We have a requirement to make Account and Contact Detail page read-only if their system reference equals to… -
Filter by Territory - OTBIContent Hi all, I have a couple of analysis for users with Sales Manager role. I need to add the "My Territory" filter to one of them and the filter "My Territory hierar… -
Sales – CX Sales 20B-C Updates for Sales Planning & Performance Management, 16 April 2020, 8 a.m. PTContent Submit your questions for the Sales – CX Sales 20B-C Updates for Sales Planning & Performance Management session to have them answered during the live event. Pos… -
Sales – CX Sales 20B-C Updates for CDM and Platform, 15 April 2020, 8 a.m. PT, Submit QuestionsContent Submit your questions for the Sales – CX Sales 20B-C Updates for CDM and Platform session to have them answered during the live event. Post your questions by pos…
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REST API Documentation for Hierarchy Import seen on Import MgmtContent Can someone share the REST API documentation Link for Hierarchy Object seen from Import Management? Do we have a REST API to perform CRUD on Hierarchy Object Dir… -
Any object trigger/WF for Account Hierarchy?Summary Any object trigger/WF for Account Hierarchy?Content Do we know if I can have object trigger or workflow raised if I use Maintain Hierarchy link to add child node…
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carrying over activities from leads to opportunitiesSummary carrying over activities from leads to opportunitiesContent Hi, Is there any way to carry over activities created on leads to opportunity, when a lead is convert… -
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Resource child object importSummary Imp Mgt - Resource child objectContent Hi, Anyone tried to import child object on resource? I created a child object called A under resource with the following, …
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Cannot find page in structureContent Hi, I have create page under Page Integration and when I tried to search in Structure but could not find the object. What could the reasons for this issue ? Than… -
View all Assessment Responses in one UIContent Hi, How to enable the 20 A new feature 'View all Assessment Responses in one UI'? https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r13/nfs/e… -
Missing Carriage Return Line feed for last row in OTBISummary OTBI Analysis Export to CSV Missing Carriage Return Line feed for last rowContent When exporting an OTBI BI Answers client payroll Analysis result to CSV, the la…
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Lead AssignmentContent Hello Community Members, Can we assign leads in Round Robin fashion? suppose there are 4 leads and 3 sales reps then leads should be assigned as : lead 1 - Sales… -
Fetching Account Details on LeadSummary I want to fetch Account details on lead when existing account is selectedContent Hi , I just want to fetch few fields from account record to Sales Lead detail pa…
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Best practice for Location GeocodingSummary Best practice for Location GeocodingContent Hi, We have 2.6 million US addresses in hz_locations. When I try to run ESS 'Populate Location Latitude and Longitude…
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combo groups of consumer goodsSummary I can not find the tabkes that populated the information related to Combo Groups in an PromotionJonathan Zarate-155691 17 views 4 comments 0 points Most recent by Raluca Valentina Buzatu-Support-Oracle
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Import Management Limitation?Summary Import Management Limitation?Content Hi, I'd like to check if this is expected as per design or a bug. Here is the detail, In the import file for custom object, …
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SQL script - declare variableSummary SQL script - declare variableContent How to declare variable and use it in the same SQL script? I would like to store the result of my initial query in a variabl…
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Lead Creation using Implementation UserContent Hi, Is there a way to create lead using implementation users? If I create any user using 'Manage Users' task then I have to select the Person Type as Employee / …
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Action on SubtabSummary Action on SubtabContent Hi, We want the export feature on some of the subtab (e.g. Relationship on Household, Note/Activity on Contact) so that we can use them o…
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How to enable light box in CX Mobile app?Summary As per the requirement, end user want to access light box in CX Mobile app.Content Hi Team, How to enable light box in CX Mobile app. Sales user want to access t…
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Notification for Bounce back emails for Service moduleSummary Notification for Bounce back emails for Service moduleContent Hi Our customer is expecting the bounce back email when the email has not reached to the end custom…
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Reject BPM WorkflowContent Hi, I have configured the above for the BPM task still when the approval is REJECTED still it shows as APPROVALPENDING Is there anything more to setup as when th…
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DashboardContent Hi, I understand the max size of dashboard reports can have is 3x2 in springboard is there way to cutomize or configure to have display size extended more than t…
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Fetch Accounting Calendar Details via Groovy/WebserviceSummary Fetch Accounting Calendar Details via Groovy/WebserviceContent Do we have any methods to fetch Accounting Calendar Details via Groovy/Webservices [SOAP/REST] in …Shivakumar Ayyanagowdar-Oracle 41 views 7 comments 0 points Most recent by Shivakumar Ayyanagowdar-Oracle
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CX Sales Center of Excellence Best Practice Resource CentersSummary Go to these Resource Centers to get Best Practice materials written to help you implement and manage CX SalesContent CX Sales Resource Centers contain Oracle CX … -
Transition to New Import / Export Management Framework by Update 20C for Oracle CloudSummary Is FBDI going away for all of Cloud (ERP, HCM, CX)Content Just received a notice that FBDI is going away in 20c. The email doesn't specify which pillar, but the … -
AR Account identification in Sales Account ScreenContent Hi, We are going to create Account in two places. 1. Finance: Accounts are created in Finance Module. Finance accounts are merged with Sales Account using Sync p…
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Contact update event is not raised for customer mergeSummary Contact update event is not raised for customer mergeContent Here is my test case, I have 2 contacts (A, B). Created a resolution request with A and B, and selec…
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Party Hierarchy Tree Creation/Update via WebservicesContent Can somebody point me to information for Party Hierarchy Tree creation/update via SOAP/REST API, or some blog spot with some sample payloads. I was trying out th…Shivakumar Ayyanagowdar-Oracle 62 views 4 comments 0 points Most recent by Shivakumar Ayyanagowdar-Oracle