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Sales
Discussion List
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How can all users see my extra Sales on Home PageSummary: Users currently are not seeing both dashboards under Analytics on home page. Content (required): Users view is the first one. Admin view 2nd one. How do I get a… -
Manage Account Hierarchy link in Account Profile TabSummary: We are planning to hide the overview tab and replace it with a custom dashboard. But in doing so, we lose access to the Manage Account Hierarchy page. Is there … -
An error occurred while invoking task Manage Address Cleansing ConfigurationsSummary: While trying to invoke task Manage Address Cleansing Configurations there is error displaying "nable to retrieve content. Additional information for "Remote Reg… -
How to Create a Customer with Account Name Different from Party Name via SOAP API?Summary: How to Create a Customer with Account Name Different from Party Name via SOAP API? Want to use SOAP API to create a customer account having an account name diff…Jacqueline Li-Support-Oracle 53 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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Resolving error- The master record cannot be determined because the survivorship rules are inactive**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: Customer is using the merge functionality for the very f… -
Email, & Phone VerificationHi, As per the below link given below what is the configuration required for email and phone verification while creating contacts -
Duplicate sets is showing 0Duplicate sets is showing 0 while there is duplication
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How to update the Party Number of an existing contact?Summary: How to update the Party Number of an existing contact? Content (required): **This post was created as part of a How to Service Request SR ** Need to update the …Jacqueline Li-Support-Oracle 16 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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How to tell if Upcoming Quarterly Update for Oracle Cloud will have an impact on Sales cloud/B2B?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: How to tell if Upcoming Quarterly Update for Oracle Cloud will hav… -
How to add two quotas on territory level?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: The customer has the requirement to have two quotas on …Matei Niculescu-Support-Oracle 47 views 1 comment 0 points Most recent by Matei Niculescu-Support-Oracle
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What Role has the priviliages for Rest Web Service?Summary: I need an administrator to be able to work with Rest Services Content (required): Rest Web Services API Role and Privileges needed. Version (include the version…
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How to make the fields Old Quantity/Old Value as required depending on the Opportunity Type fieldQuestion : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to make the fields Old Quantity/Old Value as requir…
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Owner field not available for workflow in opportunities**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: We want to pass the same workflow that is created in leads to oppo…Ionel Spaloghe-Support-Oracle 33 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle -
How to rename fields in workspace filters and columnsQuestion: **This post was created as part of a How to Service Request(SR) Release: 22B Summary of the question: User wants to rename fields used for workspace. It is not…
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How to import Customer Classification CategoriesSummary: Hi, I'm creating a new Classification Category to use as an auxiliary dimension in territory. We have many classifications codes and we want to import all of th… -
Workspace Filter for Last X DaysI am wanting to create a saved search for records created the last 7 days in Workspace. The available selections do not allow to creation of that. Is there a way to crea…
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How and When tables ja_cn_trx_headers_all and ja_cn_trx_lines_all populated in SaaSSummary: Hi All, I would like to know how and when below two tables get populated. ja_cn_trx_headers_all ja_cn_trx_lines_all We are having custom based on these two tabl…
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Informative MessageHi, When I use the below code it pops up the message but not allowing to save the record throw new oracle.jbo.ValidationException('Please check if you have provided the …
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BPM Approval workflowSummary: BPM Dynamic Approval group and Email template in CX Sales Content (required): Need clarification on following things on regarding BPM Approval flow Is dynamic a…
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How to modify the implicit access from "Edit" to "View Only" for opty team members?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to modify the implicit Access from Edit to View Onl…
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Win/Loss Reason field to be enable in spite of any Opportunity statusSummary: Hello team, Win/Loss Reason field to be enable in spite of any Opportunity status Content (required): As of now, its only enabled when Opportunity status is CLO…
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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 …
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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…