To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
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Formula field in lead assignment rulesContent Hi All, I am not able to access formula field in setup and maintenance task manage sales lead assignment rules. Is it a standard behaviour? Why we can not access… -
Resource OrganizationSummary Resource OrganizationContent Hi all, Is it possible to create the following organization chart with the different Organizations shows the figure? I refer to the … -
Assign LeadsSummary Assign LeadsContent Hi all, I need your opinion and advice on the following: * The Sales Representative accepts a Lead. * If the Lead exceeded the 5 days of its …
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Engagement Cloud and RightNow (Agent Desktop) IntegrationSummary Point-To-Point Integration via Groovy ScriptContent Hi, Please help. Sorry, but I am newbie with engagement cloud especially with integration and writing groovy … -
Groovy Rest API message structure (JSON)Summary Problem creating the message structure for OICContent Hi, I'm using rest API web service to send the message and having a hard time creating the message structur…
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ERD / Table Relationship or something similar for OECContent Anyone knows where we could get a ERD or something similar for OEC Objects? This will help us map some prospect client's current setup to OEC.
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How to change default subtab upon entering Details/Edit PageContent My requirements are: 1. Create a new Mashup subtab in Contacts Page 2. When I open the Contacts page, the display should default to the new Mashup Subtab instead…
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Is System Admin rights required to install newer version of Outlook plugin for OSC?Summary Is System Admin rights required to install newer version of Outlook plugin for OSC?Content I read in one of the documents that in latest releases of Outlook plug… -
CRM Teams driving access in CPQSummary Looking for solutions to large # of team members/quotes on a single opportunity updating CPQContent We currently use opportunity teams to grant access to CPQ quo…
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def supportTwitterHandle= '@acmesupport' please explain its meaningSummary def supportTwitterHandle= '@acmesupport' please explain its meaningContent Hello Team, Please explain its meaning: def supportTwitterHandle= '@acmesupport' Thank…Neha AbhayNarayan Singh-Support-Oracle 21 views 1 comment 1 point Most recent by Mohana Gopal S-Oracle
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CX – Social Cloud UX Refresh, 26 March 2019, 9 a.m. PT - Submit QuestionsContent Submit your questions for the CX – Social Cloud UX Refresh session to have them answered during the live event. Post your questions by posting a new comment to t…
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Reset Record Number SequenceContent Hi, Please let me know how to reset the record number sequence of custom object Thanks -
New 'Import Management' Data Security aspectsSummary New 'Import Management' Data Security aspectsContent Its observed that even for Sales Rep and Managers this option is enabled for default Navigator > Import mana…
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Friendly From AddressContent Hi, We have configured couple of workflows where it will send a email notifications to the Agents and scheduled reports. Can we personalize the From Address of t… -
Need to expose the executive dashboards on Sales home pageSummary Need to expose the executive dashboards on Sales home pageContent We have developed an excutuve dashboard to contain 6 BI reports for the upper management users.…
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Visibility and access to the ContactSummary Visibility and access to the ContactContent Hi all, I have this business requirement and I need your advice: Currently all Contacts created by any role, are visi…
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Sales Campaign - VisibilityContent Hi Experts, I am trying to explore the Sales Campaign functionality. I did the following steps 1. Created Users with Roles Sales Manager / Sales Representative 2…
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User's SkillSummary User's SkillContent Hi all, When a new internal employee user is created as a Sales Representative, is there an OOTB way to store the employee's SKILL? That is, …
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Can "Manage Users" be customized?Summary I'd like to create a custom field for Employee NumberContent Can the "Manage Users and Roles" screen be customized? I'd like to add an "Employee Number", but the… -
Account & Contact Objects - Second Email and Second PhoneSummary Ability to end more than one email address and a secnod phone number for a contact and accountContent On migration of data from MS Dynamics and Salesforce CRMS i… -
Icon not visibleContent Hi, I tried to enable the Sales Campaign. I have done the following steps. 1. Enable the Sales Campaign in the offerings 2. Create Sandbox 3. Enable it in Struct…
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Incentive comp Guarantee Recovery issueSummary Trying to do 50% drawback, Oracle only supports 100% drawbackContent We are a chemical sales and distribution company currently implementing an end to end Oracle… -
Standard field lengthContent Hi, Where we can find the standard fields length (like Account.Name, Contact.First Name)? Kindly share the document if we have any. It will help us to define the…
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Executive dashboard using Sales Page or OBIEE interactive dashboard?Summary What would be the benefit of using the BI dashboard?Content Hi, We want to create an executive dashboard, and can either do it in the OEC application dashboards/…
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Displaying all contactsSummary Displaying all contactsContent Hello all, Is there a way that when accessing the Contacts screen we can view all contact records? Thank you,
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Lead Assessment conditional parameterContent Hi, Can we make the lead assessment parameter is required based on another parameter. Ex: If the value of the first question is Yes, then the second question sho…
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CX Heroes for Modern CX 2019 is Live!Content Greetings Oracle Sales customers! To help you make the most of Modern Customer Experience and recognize you for your success and expertise, we are pleased to ann… -
convert days into month and convert week into monthSummary convert days into month and convert week into monthContent Hello, I need to convert days into month and convert week into month in groovy. Version 18CCode Snippe…
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Sales Cloud Swyx CTI ConnectionSummary How to connect Swyx CTI with Oracle Sales CloudContent Dear community, is there a good tutorial on how to connect sales cloud to a swyx CTI? The use case will be… -
My Top 5 Underutilized OOTB Features in OSC that Add Value to Sales UsersContent As a Customer Success Manager supporting Sales Cloud for both small and large organizations, I’ve run across a few common Out-of-the-box (OOTB) features that if …