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Sales
Discussion List
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How can we integrate Oracle CX Sales Cloud with DocuSignSummary How can we integrate Oracle CX Sales Cloud with DocuSignContent How can we integrate Oracle CX Sales Cloud with DocuSign. Do we have REST/Soap api or any other w… -
Sales Navigator in Accounts PageContent Hi, I am able to enable Sales Navigator in Contacts and Leads but not in Accounts page which is crucial for the business Please advise how can this be achieved. … -
User Profile Functionality in Oracle Sales CloudContent Hi, Is there a function in Oracle Sales Cloud that is similar to the User Profile option in Siebel where I can configure a profile name and value that is accessi… -
Onboarding Live Webinar 8/4/21Content Cloud Applications Onboarding Webinar Oracle Customer Success ConnectX Click here to Register We invite you to attend a LIVE webinar to get started with your Ora…
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Opportunity Management AccessSummary need to limit the data access in opportunity based on below criteriaContent is there away to create data access right for opportunity without using groovy script…
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Infolets - Time ZoneSummary Infolets - Time ZoneContent Hi all, When a user (Sales Manager in this case) consults an infolet on the infolets page, what date / time does that analysis take? … -
Activities,My Appointments in WorkspaceSummary Activities,My Appointments in WorkspaceContent Hi All, In Workspace when we go to Activities-->My Appointments we are getting some records which are not related …
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Remove NULL from FCLContent Hi, In the FCL field there seems to have null/bank value displayed by default as in the screenshot. Is there way to remove this ? Thanks
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Related records in WorkspaceSummary Related records in WorkspaceContent Hi All, Is there any way to fetch all the related records of an account in the workspace ? For example there is a Account ABC…
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Updated Created ByContent HI, How can I update Created By field value to another username in the record created in custom object. Attached screenshot Thanks
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How to Import DCL fields using Import ManagementSummary How to Import DCL fields using Import ManagementContent Hi We are trying to import Leads using Import Management.There are some DCL fields to import.How can we i…
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Custom Object Readonly access through access group is not workingSummary Custom Object Readonly access through access group is not workingContent Hi, We are trying to provide read access to custom objects for users of particular resou… -
Import template for Account and ContactContent HI, I am looking for the import template for the Account and Contact in the Sales Module. Please share. Thanks, Mary -
Updating resource roles - Bulk import / any other waySummary Updating resource roles - Bulk import / any other wayContent Hi Folks, We have a situation, we recently found that many of the sales cloud users (2000) didn't ha…
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Account Rollup functionality and it related subject areaContent Hello All, In Oracle CX after 21B we see new object called Account Rollup child object under Accounts and it has few aggregated fields.So we are looking for is t…
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Activities,My Appointments in WorkspaceSummary Activities,My Appointments in WorkspaceContent Hi All, In Workspace when we go to Activities-->My Appointments we are getting some records which are not related …
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Filtering Contacts using SQL predicateSummary Filtering Contacts using SQL predicateContent There is a custom multi-select Fixed choice list field on Contact. The values in this field and Territory name are …
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How To Assign New Owner In Sales Lead Using Groovy ScriptContent Hi, I am trying to develop a way to reassign a lead back to its previous owner when the current assigned owner rejects the assignment. However, on the part of se…
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Sales Lead Source LookupContent Hi, Under Manage Sales Lead lookup with the lookup type (MKL_LEAD_CHANNEL_SETID) I included LinkedIn as new lookup code but when I looked into the application it…
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Favorite records for Workspace & individual ObjectsContent With 21A, the Release Notes state that additional Objects now have the ability to be marked as a "Favorite" in Workspace. Does anyone know if this was also made … -
Adding bulk users in Sales and Service Access ManagementContent Hi, In Sales and Service Access Management I am able to add users in group by searching with their Names is there way to include Custom Role as there are thousan…
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What information needs to considered at the start of complete applicationContent Hi All, We are going to start implementing sales application for a customer. Customer bought all the modules of Fusion applications like HCM, SCM, ERP along with…
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Oracle Cloud 21B Quarterly Update Enhances Experience for Employees and Candidates at OracleSummary On June 18, 2021, the Oracle Cloud 21B quarterly update was applied to our own production environment at Oracle. Read about how Oracle continues to drive value f… -
WS wild doesn't work properly on some attributesSummary WS wild doesn't work properly on some attributesContent Hi All, I set the REST-Framework-Version to 2. https://pod/crmRestApi/resources/11.13.18.05/contacts?tota… -
Sales NavigatorContent Hi, As per the documentation I enabled the Sales Navigator for the contacts but when I view any contact it encounters the error as attached in the screenshot. Th…
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How to rename a tab in Analytics page in Oracle CX SalesSummary Need to embed a OTBI report to 'Analytics' page in a new tabContent Hi, Trying figure out how I could rename a tab in Analytics new tab. I have created a dashboa… -
Parent Account in Leads ObjectContent Hi, I need to get the Party Number of the Parent Account from Leads Object in a field trigger to set a value for a custom lead field. Used the API Name "ParentAc…
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Is it possible switch to a 3rd party AVS service and not using DaaSContent We are looking for options to test if we can switch to a 3rd party address validation service for real time and batch mode. The DaaS AVS service is integrated wi…User_2025-02-11-10-54-43-638 13 views 2 comments 1 point Most recent by User_2025-02-11-10-54-43-638
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Pagination supported on child object (REST API)Summary REST API Pagination Behavior for Child ObjectContent Quick Question - If I apply pagination on parent object, how does it affect the output for child object? For…
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Import Account hierarchies with Import ManagementSummary I need to structure an Account hierarchy import using Import Management but cannot find clarity in the documentationContent Hi, I have unsuccessfully tried to bu…