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Sales
Discussion List
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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… -
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 76 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… -
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 23 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 14 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… -
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 118 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… -
Outlook ConnectorIs there a report I can run to see which users have the Outlook Connector installed? -
Groovy Script to delete Account related address lineSummary: If Opportunity Status is set to Lost, then we want to delete the address line in associated Account based on the location ID on related object that matched with…
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How to pull Account territory team members via SOAP Webservice?Release: Summary of the question: How to pull Account territory team members via SOAP Webservice? In other words, what is the SOAP webservice that can be used to get th…Prasanth Prabhu-Support-Oracle 13 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle
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Is there any impact in disabling Sales Methods and Sales Stages?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Is there any impact in disabling Sales Methods and Sales Stages? S…
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Where can we find the XML template ZIP file for contract clauses import?Summary: **This post was created as part of a How to Service Request (SR)** Content (required): When looking for the XML template ZIP file to import the contract clauses…
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Is there is a Web Service to create records in the Relationship subtab of an account.How to create records in the Relationship subtab of an account
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How to restrict user seeing Activities of other user in the workspaceSummary How to restrict user seeing Activities of other user in the workspaceContent Hi, Is there any way to restrict user seeing Activities of other user in the workspa…
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Markie Awards - We want to put YOU in the spotlight-Nominate now!Summary: This year marks the 16th year Oracle will celebrate customer experience (CX), innovation, and excellence in advertising, marketing, sales, service, and e-commer… -
Markie Awards - We want to put YOU in the spotlight-Nominate now!Summary: This year marks the 16th year Oracle will celebrate customer experience (CX), innovation, and excellence in advertising, marketing, sales, service, and e-commer…
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Markie Awards - We want to put YOU in the spotlight- Nominate now!This year marks the 16th year Oracle will celebrate customer experience (CX), innovation, and excellence in advertising, marketing, sales, service, and e-commerce.It’s a…
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How to find reports for outlook (Microsoft Office 365) usage?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to find reports for outlook usage? Would need to see how much …Cristian Dinu-Support-Oracle 53 views 2 comments 0 points Most recent by Cristian Dinu-Support-Oracle
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Which role,privileges,Data security policies is required to upload attachment for contract in CXSaleSummary: Which role,privileges,Data security policies is required to upload attachment for contract in CX Sales and B2B? when I am loading zip file in Import management …
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What is the difference between similar fields that can be displayed in a workspace?Release: 22A Summary of the question: Question 1: What are the differences between the following two fields that appear in a list of workspaces,when the primary email of…
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Why REST API PUT /crmRestApi/resources/11.13.18.05/accounts/{PartyNumber} Errors?Summary: Why REST API PUT /crmRestApi/resources/11.13.18.05/accounts/{PartyNumber} Errors? Content (required): **This post was created as part of a How to Service Reques…Jacqueline Li-Support-Oracle 45 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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Can you add Formula Fields to Workspace?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Can you add Formula Fields to Workspace? I am trying to add formul…
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how to get names and description of the privileges granted by Loyalty roles?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: how to get names and descriptions of the privileges granted by the…
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SQL Script to get merged customer sites with related sitesSummary: Hi all, We are looking to get merged customer sites and related sites from back end. Can we get sql script? or which table and columns needs to check. Could you…
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Lead assessment tablesHi, In Leads there are assessment templates being created I need to know the underlying tables/views associated to lead assessment. Thanks
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Add Team Member in OpportunityHi, To add Team Member in Opportunity the resource role Sales Administrator is required but will this impact licensing as the user will not be added with Sales Admin or …