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Sales
Discussion List
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Use Access Groups to simplify access to segmented business dataSummary Simplify access to segmented business data, with better performance and more consistent user experienceContent Access Groups make it easier for application admin… -
Is it possible to associate a new Solution Provider in the Manage Electronic Signature screen?Summary: **This post was created as part of a How to Service Request (SR)** Content (required): We are making the switch from Docusign to Adobesign. I created the Adobe … -
Is it possible to create new record set for opportunity search ?Question: **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is it possible to create new record set for opportunity …
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Not able to perform updates on resource/userSummary: I am trying to update fields on resource via import and getting this error - An error occurred during the data import. Details: This error occurred while import…
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ODA/Sales Assistant Skills & ConfigurationsSummaryODA/Sales Assistant Skills & Configurations ContentQuestions - Do we have a list of Sales Assistant Skills available as of 20A? What setups do I need to do to sho… -
To display data from NetSuite application in Oracle Engagement CloudSummary: To display data from NetSuite application in Oracle Engagement Cloud Content (required): Can you please let me know, if you have worked in any requirement where…
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Access Group VS Job rolesCan someone gave me the cons and pros of having an access group rather than creating a job role? because its seems like they are dealing with the same purpose.
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How to make a button/link appear depending on a field?Summary: The need is for a button/link to appear on not depending on the values written inside a field Content (required): Working with Application Composer in Activity …
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How can I separate/filter my sales contacts vs. partner contacts on reportsSummary: I am using the CRM Activity Real Time subject area on my activity report. I need to filter out the appointments for our partner contacts and put those on a sepa…
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What are the limit of fields that can be created in an Object?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How many columns can be created in a custom object? Also, the max …Hector Dantas-Support-Oracle 130 views 2 comments 0 points Most recent by Hector Dantas-Support-Oracle
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Early Adopter Beta access to AI for Sales features AI Lead scoring and Opportunity Win ProbabilitySummary Instructions to request for Early Adopter Beta access to AI for Sales features AI Predictive Lead Scoring, Opportunity Predicted Win probability and Recommended … -
How to create Household by standard object Group**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: Customer wanted to create "Household (Group)" with using…Umamaheswarareddy Ambati-Support-Oracle 13 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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How to pass parameters in a GET call using GroovySummary: Hi Community, I have registered a web service and now using that web service I want to pass additional parameters in the endpoint URL. I am using below code but…
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How to enable create quote in Opportunities?**This post was created as part of a How to Service Request (SR) Summary: How to enable create quote in Opportunities? Content (required): How to enable create quote in …
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Notification to Lead OwnerHi, When an appointment or task is created under activity the email notification and bell notification goes to owner rather need to go to lead owner. How can this be con… -
How can we visualize sales territories?**This post was created as part of a How-To Service Request (SR) Release: 22B Summary of the question: Does Oracle Sales Cloud provide any solution to visualize and map …
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How do I add the sales manager to report to me and all of the sales people to report to himSummary: How do I add the sales manager to report to me and all of the sales people to report to him Content (required): Version (include the version you are using, if a…
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How to allow access to CX Sales for Outlook 365 for Users with "Sales Restricted User Rep" Role**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to allow access to CX Sales for Outlook 365 for Users with a "… -
CSM affecting the Webservice Configuration in Target InstanceSummary: CSM affecting the Webservice Configuration in Target Instance: Any subsequent CSM from Source to Target instance is affecting an existing Live Integration which… -
How many lookup codes can be created for a lookup type?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How many lookup codes can be created for a lookup type? Supporting…
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Is it possible to customize the standard email sent when a resource is added to a task?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is it possible to customize the standard email sent when a resourc…Daniel Placinta -Support-Oracle 71 views 1 comment 0 points Most recent by Bogdan Munteanu-Support-Oracle -
Is It Possible To Reconfigure The Accounting Calendar?Question: **This post was created as part of a How to Service Request(SR) Release: 22B Summary of the question: How do you update the Accounting Calendar after it has be… -
How to change notification preference at Site Level?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to change notification preference at the Site Level? Supportin…
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How to expose Account attribute "Taxpayer Identification Number" field as a filter in Opportunities**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to expose Account attribute "Taxpayer Identification Number" f…Praveen Desetty - Support-Oracle 22 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle -
How to add Attachments in creation page of custom objects**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is it possible to to add Attachments in creation page of custom ob…Bodhisattwa Mukherjee-Oracle 12 views 1 comment 0 points Most recent by Bodhisattwa Mukherjee-Oracle
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How to fetch Account Address filtered on specific Site Use Code via GroovySummary: How to fetch Account Address filtered on specific Site Use Code via Groovy? Specific Address of an Account is to be retrieved based on Site Use Code. [Multiple …
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Unmapped Columns in ContactsHi, I am receiving the error during validation how can I do the mapping Unmapped Columns The following columns in your import file have not been mapped to the target att…
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How to add Team Members to Accounts and Opportunities in bulk?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to add Team Members to Accounts and Opportunities in bulk? Sup…Praveen Desetty - Support-Oracle 111 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle
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Is signal framework GA?Summary: We'd like to integrate CX Sales (for Account and Contact objects) with 3rd-party application, and we don't use OIC for this integration. Given business event on…
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Outlook ConnectorIs there a report I can run to see which users have the Outlook Connector installed?