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Sales
Discussion List
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Function in Opportunity team sub tabHi, How could I add new lookup value for the Function field under Teams sub tab in Opportunity page -
Why Newly added Classification codes are not showing up under territory dimension.**This post was created as part of a How to Service Request (SR) Summary:Newly added Classification codes are not showing up under territory dimension. Version (include … -
Can Product groups be in alphabetical order?Our product hierarchy is already setted. End users want to see Products groups lists displayed in alphabetical order in UI. -
How to implement Territory Assignment for Prospect type Accounts?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: Is it possible to have the functionality of Territory As…Umamaheswarareddy Ambati-Support-Oracle 34 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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How to export product catalog from OEC?Summary: Hi Members, I have been looking for a method to export product catalog for sales from OEC. I have tried using export button on manage product groups but it does… -
AFter Quarterly update ie to 21C what is needed to get Workspace working fasterSummary: We noticed after the first update to our Test pod that the Workspace feature wasn't available Content (required): What are the Processes that should be run for …
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Remove "+" button from workspaceContent Hello, Is it possible to remove the "+" button (create button) within the workspace? For example, through the page composer? Thank you! Version 21b
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Due Date as mandatoryHi, I created duplicate of page layout of task details page and when I make the Due Date as required it is not saving with the property of required as Yes Attached scree…
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How to query for merged customers in Oracle Sales Cloud database?**This post was created as part of a How to Service Request (SR) Summary: The requirement is to get a list of all merged customers. Release: 22B Supporting Documents if …Bogdan Munteanu-Support-Oracle 54 views 3 comments 0 points Most recent by Bogdan Munteanu-Support-Oracle -
Early Adopter access to Native Sales AI/ML features Similar Accounts from Sales Prediction frameworkSummary Instructions to request for Early Adopter access (Promo Code) to Native Sales AI/ML features Similar Accounts, Sales Prediction framework within CX Sales Content… -
Early Adopter access to Sales Insights for CX SalesSummary Instructions to request for Early Adopter access (Promo Code) to Sales Insights features e.g. Activity Effectiveness, Contact Validation for Opportunity and Lead…
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Export GeographiesSummary We need to export list of Country and Country Code from oracle Sales CloudContent We need to export list of Country and Country Code from Oracle Sales Cloud. Exp… -
How to push csv files from external system to sales cloud and periodically**This post was created as part of a How to Service Request (SR)Release: 11.13.22.01.0 Summary of the question: How can you integrate an external system to Sales cloud a…
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How to apply filter on Assets, based on Account team/Territoy**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to enable a filter where the user could filter the assets base…Umamaheswarareddy Ambati-Support-Oracle 65 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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Cannot Create New Public SmartTextSummary: Cannot create New public SmartTexts Content (required): Hi, Business user granted below role however, suddenly (may be after an upgrade?) recently 'New SmartTex… -
How to Re-import Pre-Existing Address of Deleted and Purged Account ?Summary: How to Re-import pre-existing Addresses of deleted and purged Account? Content (required): **This post was created as part of a How to Service Request (SR) ** Y…Jacqueline Li-Support-Oracle 17 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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How to avoid before update trigger on contact getting executed when its account getting deletedSummary: How to avoid before update trigger on contact getting executed when its secondary accounts are getting deleted Content (required): We have a before update trigg…
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How do Display Sequence and Signing Sequence fields help in the signing contract process?Summary: **This post was created as part of a How to Service Request (SR)** Content (required): We could see Display sequence and Signing sequence available when we choo…
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How to load bulk data of customer, account and site?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Please provide the process or template to load bulk data of custom…Umamaheswarareddy Ambati-Support-Oracle 26 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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Selling on the Go - Oracle CX Mobile AppIf you want to explore more on this topic, I recommend you to attend the following Cloud Adoption Webinar, delivered by one of our Customer Success Managers: Get your jo… -
Selling on the Go - Oracle CX Mobile AppIf you want to explore more on this topic, I recommend you to attend the following Cloud Adoption Webinar, delivered by one of our Customer Success Managers: Get your jo…
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Oracle Sales Assistant - more about this powerful tool (check this info)The Oracle CX Sales Mobile app helps you to manage your day effectively and develop customer relationships using your phone or tablet. Join this session, the Customer Su…
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How To Add New Custom Field in Lead Assignment ConditionSummary: I have created a new field in the Lead Object that I want to use in a condition of a Lead Assignment rule. I've added that field in the task Manage Sales Lead A…
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Why Export Contact Object Erases the Leading Zeros from Phone Numbers?Summary: Why Export Contact Object Erases the Leading Zeros from Phone Numbers? Content (required): **This post was created as part of a How to Service Request (SR) ** E…Jacqueline Li-Support-Oracle 13 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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Inline editing for Account / Contact Landing pageSummary Inline editing for Account / Contact Landing pageContent How to enable or configure inline editing for Account / Contact Landing page. Using inline editing in th…
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Business Process training and certification for Oracle Cloud Applications is now availablePrepare for successful Oracle Cloud Application implementations with a common foundation of business process knowledge across all teams. Learn more about how new Busines… -
How to review the Merge log and identify conflicts in Sandboxes**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Received below message after trying to refresh sandbox: The sandbo…Umamaheswarareddy Ambati-Support-Oracle 234 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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How to Delete the Row in Address and Dimensional Coverage of TerritorySteps to recreate Go to Sales > Territories Click Manage Proposal and create a new proposal Pick a territory and check the Coverages tab Expected Result: Address and Dim…
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IDCS token with Oracle CX WSSummary: We want to enable Oauth2.0 for our fusion FA webservices, using IDCS. As part of this, I have created an app using steps given on https://www.ateam-oracle.com/p…
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How to add custom field in Contract Line Level using Application Composer?Summary: **This post was created as part of a How to Service Request (SR)** Content (required): We are trying to add the custom field in Contract Line Level using Applic…