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Sales
Discussion List
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Default column in Manage Saved Searches > Manage List does not workSummary: Content (required): I don't know if this is a product bug. Based on documentation, user should be able to set user-level default saved searches using the Defaul… -
How to get a report of opportunities which are created using Copy button.Summary: How to get a report of opportunities which are created using Copy button. Content (required): How to get a report of opportunities which are created using Copy …Abhishek Methi-Support-Oracle 37 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle
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Search functionality for contains**This post was created as part of a How to Service Request (SR) Release: 22D Summary: Can you please confirm how the opportunity search functionality works please. When…Syed Misbauddin-Support-Oracle 74 views 3 comments 0 points Most recent by Siraj Syed -Support-Oracle -
What are Implications of increasing number of fields for workspace filter?**This post was created as part of a How to Service Request (SR)** Version (include the version you are using, if applicable): 22D Summary: What are the implications of …
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Uptake the “Around Me” Improvements Now!Summary: What we are announcing As part of 22B, we have improved the “Around Me” functionality in CX Sales Mobile App by enabling sales reps to use Workspace saved searc…Cristian Munteanu-Support-Oracle 106 views 0 comments 3 points Started by Cristian Munteanu-Support-Oracle
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Documentation regarding usage & purposes of Supported Classes and Methods for Use in GroovySummary: Requesting a resource, such as a PDF or other documentation, that explains the functions and purposes of each method listed under the "Supported Classes and Met… -
what role is need to to view campaigns in Sales Cloud CXSummary: Roles required to view Campaigns in OSC. Content (required): Hi, What role is need to view sales campaign in Oracle sales cloud? I know this functioanlity has b…
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How to Use SOAP API to FIND/CREATE Person with & Character?Summary: How to Use SOAP API to FIND/CREATE Person with & Character? Content (required): **This post was created as part of a How to Service Request (SR) ** Version (inc…Jacqueline Li-Support-Oracle 281 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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How to import packages in groovy?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: Is it possible to import a java library package into groovy? I nee…Syed Misbauddin-Support-Oracle 105 views 3 comments 0 points Most recent by Syed Misbauddin-Support-Oracle
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How do I display Job Title Code in Opportunity Contact instead of Job TitleSummary: Instead of showing the Job Title in the Opportunity Contact subtab I would like the Job Title Code to display instead Content (required): Currently we are showi…
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How to Check whether There is any City Name with More than 30 Characters in Geography Hierarchy?Summary: How to Check whether There is any City Name with More than 30 Characters defined in Geography Hierarchy? Content (required): **This post was created as part of …Jacqueline Li-Support-Oracle 55 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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What does "You can't change the lock assignment for the sales account director. (ZCA-210018)" mean?Summary: Content (required): User is removing a resource from the account team and encountered this message. I am still trying to replicate it but would like to as in ge…
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How to enable lead creation from activity pageNeed to add create button in the search lead page in the appointment details page -
How to fetch a list of users linked to Account/Account sitesSummary: How to fetch a list of users linked to Account/Account sites Content (required): How to fetch a list of users linked to Account/Account sites. The ask is to fet…
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How to create build an analysis report for Lead Source?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How to create build an analysis report for Lead Source? Though the…
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Privilege required to run the API 'crmRestApi/resources/11.13.18.05/countryCodes'Summary: Unable to run the Country Code API Content (required): We need the exact privilege required to run the Country code API. We have tried by adding the privilege '…
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Is it possible to massively purge inactive data?Summary: Is it possible to massively purge inactive data? Currently, we are purging Inactive Accounts and Contacts one by one, using their PartyNumber. This question is …
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Unable to update the 'Quote or Order Number' from CPQ to CXSummary: We are facing an Issue with the Quote Update for 'Quote or Order Number' field. When we create the Quote we are able to do 'Update Opportunity' and 'Return to O…
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Display Overdue Tasks as RED Only for Open ActivitiesSummary: How to Display Overdue Tasks as RED Only for Open Activities
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How to convert ActivityDescription CLOB to text in Groovy ScriptSummary: We are trying to gather the ActivityDescription in a Groovy script to parse to an external system via Web Service. The issue we encounter is that ActivityDescri…
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Webservice call using groovy is not working: Invocation of service URL used in connection failed.Summary: Trying to run the territory assignment using webservice call, but it is not working. Content (required): Trying to run the territory assignment using webservice…
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How to view the changes made on a standard roleSummary: How to view the changes made on a standard role Content (required): How do I check whether the a user made any changes on a standard role. Version (include the …
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Reports in the oracle cx sales mobile app does not return any dataSummary: Reports in the oracle cx sales mobile app does not return any data; cannot see/access any reports. What could be the reason for this? and how to fix it? Thank y…
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Announcing the Oracle CX Customer Meetup: AustinWe are excited to announce a new Oracle CX meet up series! Oracle product leadership will be stopping in Austin this Spring to gain your insight into the strategic direc… -
How to remove the 'Add' button from the account edit layout?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: On the Account edit page ( Navigate to Sales - Accounts …Robert Mutton-Support-Oracle 74 views 2 comments 0 points Most recent by Robert Mutton-Support-Oracle
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I want to make field mandatory in sales cloud with using groovy script .Summary: I want to make field mandatory in sales cloud with using groovy script, could you please help me with the script .(field =win/lose reason) Content (required): V…
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Can we still "Create Campaign" in CX Sales?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: Although the user has "Sales Manager" role on Sales Cloud we canno…Ionel Spaloghe-Support-Oracle 43 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle -
How to create Assets using FBDISummary: Content (required): How to create Assets using FBDI, what is the excel/CSV template used to create an Asset and from where do we need to upload that template. V…
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How to convert a Lead into an Opportunity using REST APISummary: How to convert a Lead into an Opportunity using REST API Content (required): Hi , How to convert a Lead into an Opportunity using REST API in Oracle Sales Cloud…
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Error "The ID attribute AssetId doesn't have a matching value for th" in creating Asset through FBDISummary: Getting error "The ID attribute AssetId doesn't have a matching value for the record of type Assets. (MKT-285329)" Content (required): Getting error "The ID att…