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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Add "Does Not Contain" Operator for Queries within major ObjectsSummary Especially for Leads, a does not contain operator would be extremely useful. Any updates on if this is in queue for a future release? -
Multiple Quota VersionsSummary We need to have multiple Quota versions maintained for the same fiscal year and need to keep track of all versions for reportingContent In our industry we have a… -
Unable to see import data as in UI as Sales RepresentativeSummary Unable to see import data as in UI as Sales RepresentativeContent Hi, I have imported data for Account and contacts in Oracle Sales cloud thru File import activi…
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CX – Oracle Responsys 18C Update Overview, 23 August 2018, 8:00a.m. PT - Submit QuestionsContent Submit your questions for the CX – Oracle Responsys 18C Update Overview session to have them answered during the live event. Post your questions by posting a new…
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Using Sales Cloud to manage relationships with your internal customersSummary I am curious to know if anyone is using Sales Cloud to manage relationships with their internal customers (sales reps, sales managers, VPs, marketing).Content We… -
Sales Readiness Training for Update 18BSummary Watch the latest Sales readiness training for Update 18BContent Want to watch the latest Sales readiness training for Update 18B? You can visit the Sales Readine… -
What is best way to access HCM Cloud data From Oracle CX CloudSummary What is best way to access HCM Cloud data From Oracle CX CloudContent Hi All, We have recently gone LIVE on Fusion Core HCM,. Now, we are in the process of imple… -
Best practice for customizing opportunitySummary Customizing opportunity for quantity based modelContent Our company has a quantity based model for working with sales rep opportunities.. Sales rep can only prov…
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R13 upgrade impact to custom reportsSummary R13 upgrade impacts to custom reports outside of the Shared > Custom folderContent Oracle has listed the following as a pre-cutover task for the R13 upgrade: Any… -
CX Mobile app Calendar and iPhone Calendar does not SyncSummary CX Mobile app Calendar and iPhone Calendar does not SyncContent After making the setups as per the document below, sync is still not working. Is there any other …
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Opportunity FlowSummary How to track revised revenue in opportunity linesContent With reference to opportunity flow in Sales cloud, we have one scenario in which I seek guidance from cl…
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CX – Oracle CX for Consumer Goods 2018 @ 8:00 a.m. PT - Submit QuestionsContent Submit your questions for the CX – Oracle CX for Consumer Goods session to have them answered during the live event. Post your questions by posting a new comment…
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Doing Heroic Work but Missing the Cape? Become a CX Hero.Content It’s serious business fighting off the industry villains like rising costs, proliferating channels, disconnected experiences, or unmined data. Whether you’re a s… -
Oracle Sales Cloud Customer Success Day – Atlanta, March 21, 2018Summary Post-event Thank You MessageContent Dear customers, On behalf of the Oracle Sales Customer Success Management team, we wanted to thank you for participating in t…
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Oracle Sales Cloud Customer Success Day – Santa Clara, March 15, 2018Summary Post-event Thank You MessageContent Dear customers, On behalf of the Oracle Sales Customer Success Management team, we wanted to thank you for participating in t…
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Territories view in Account-Leads-Opp and ForecatsSummary Territories view in Account-Leads-Opp and ForecatsContent Hi all, I have created the Sales Territory with my setup user. First Proposal and then activated. Then,… -
Announcing: Territory Modeling course now available at Oracle UniversityContent I am pleased to announce the availability of the Oracle Sales Cloud: Territory Modeling online course, now open to customers worldwide: The direct link to the co… -
Info Required on Release 13 securitySummary Account Access Restrcition in Release 13Content HI All, Can we have the similar document for Release 13. We need to do the same activity and I'm not sure if any …
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FREE pre-conf education at MCX 2018 for Oracle Sales CloudContent Hi Oracle Sales Cloud community, Just wanted to make sure that you heard that we're bringing back the popular pre-conference education AND for the first time, of…
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Create a workflow that sends e-mail to the lead's contact address when it's triggeredContent The attached document contains the following steps plus a screenshot of the screen described herewith. * I have a workflow that I want to send an e-mail notifica…
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I do not have the latest release 13. How do I get provisioned for it?Summary Do I have to perform any steps to upgrade to the latest Release?Content How do I know what release I am on? I have not been provisioned for the lasted release. H…
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Opportunity Win Probability (%) field - read onlySummary Opportunity Win Probability (%) field - read onlyContent Hi all, How I can that the field "Win Probability (%)" read-only?. Without anyone being able to modify t…
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Product Revenue Table – OpportunitySummary Product Revenue Table – OpportunityContent Hi all, I need the entire Opportunity Products grid to be read-only. No possibility to remove line items or change / a…
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Scheduled Process - Close Out OpportunitiesSummary Close Opportunities if effective date is less than today as a scheduled processContent I am looking for a way to hopefully create some sort of scheduled process …
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Opportunity Status valuesSummary Opportunity Status valuesContent Hi all, We are using the values of Status of Opportunity field OOTB. Same for Forecasting, Leads and Sales Methods and Sales Sta…
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Unable to update Resource Role or Reporting ManagerSummary Users changed Organizations and now the Role and Manager fields are non-enterableContent I have two Sales Managers that swapped Regions. I updated the Organizati… -
Oracle CRM Cloud Services Customer Success Day - Sao Paulo, November 23, 2017Summary Thank You Message and PPT DecksContent Estimado(a) cliente, Em nome da equipe de Customer Success, agradecemos sua participação ao CRM Services Oracle Customer S…
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Prebuilt Analytics OSC v12- Opportunities & ForecastingSummary Prebuilt Analytics OSC v12- Opportunities & ForecastingContent Hi all, I need all the OOTB reports of Opportunities and Forecasting for the roles: Sales Managers…
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Incentive Compensation - simple roll over to next yearSummary Simple way to move everything from 2017 to 2018?Content Hi, I am trying to figure out the easiest way to move everything we have in 2017 into next year. Particip… -
Learn about the Executive Cloud Services (ECS) ProgramContent The ECS team is part of the Production Engineering & Operations organization and sponsored by Thomas Kurian, Steve Miranda, and Campbell Webb and engages with th…