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Sales
Discussion List
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Is there a way to autorefresh infolets on login?Summary: Is there a way to autorefresh infolets on login? currently if logged into oracle sales cloud, the infolets section shows up, but need to click on 'Refresh' to l… -
Reduce Admin Burden when Resolving Gaps and Overlaps using Territories WorkspaceSummary: Workspace is a key differentiator for our customers and Territories Workspace provides a number of easy-to-use features for the sales operations team to improve… -
How to change email address, on object workflow Notification?What "From Address" means?Summary: What "From Address"(Go to Navigator > Common Setup: Object Workflow> Object> Sales Lead> select a lead > edit -> select email notification) means? How to change…Liliana Filip-Support-Oracle 191 views 1 comment 2 points Most recent by Liliana Filip-Support-Oracle -
How to tell if Upcoming Quarterly Update for Oracle Cloud will have an impact on Sales cloud/B2B?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: How to tell if Upcoming Quarterly Update for Oracle Cloud will hav… -
How to allow access to CX Sales for Outlook 365 for Users with "Sales Restricted User Rep" Role**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to allow access to CX Sales for Outlook 365 for Users with a "…
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How to customize the template for standard appointment email notification?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to customize or configure the template for standard appointmen…
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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… -
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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There's possibility to perform massive test load to check CX Sales performances?Summary: Massive load for performance test Content (required): I would know if there's a framework or tool able to test on massive way CX Sales UI's in order to check on… -
Global Search Displaying Inactive Deleted ObjectsSummary: Oracle sales cloud shows inactive/merged contact records in global search Content (required): Oracle sales cloud shows inactive/merged records in global search.… -
Early Adopter Beta Access to Improve Performance Processing for Account Territory AssignmentWe are offering early adopter access to our Improve Performance Processing for Account Territory Assignment feature in Oracle CX Sales. I'm Josephine Cassidy, and I can …
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Sales Cloud - where do I write custom logs?Summary: Need to know where to write custom log information from groovy script triggers on an object Content (required): Use case: We have a an object trigger on create …
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Partner home page layout - Change the ThemeSummary Change Look & feel home page display for Partner usersContent Hi all, How and where can I change the look and feel of the Partner (PRM) home page? That is, only … -
Field value is not displayed in report when record is created using REST APIContent Hello Members, We are creating few opportunities using REST api. We have a DCL field on opportunity which refers to promotions object. When we create a record us… -
CX Sales Mobile - Restrict DCL field using scriptSummary How to Restrict DCL field using script on CX Sales MobileContent Hello, Oracle Community I willing like to developing a customization on CX Sales Mobile Script w… -
Onboarding & Implementation Cloud Applications LIVE Webinar EventsContent We invite you to attend a LIVE webinar to get started with your Oracle Cloud Applications. This is a perfect start to your Cloud journey where you will learn abo…
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Create Contract from OpportunitySummary Create Contract from OpportunityContent I was able to create a Contract record from Opportunity using the groovy script below. However, I hardcoded the value of …
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JBO-25004: Definition name of type View Definition is invalid received in generate artifactsContent Hi Team, While generating the artifacts in application composer, I am receiving the below mentioned error message for the custom object called selling limit. I h… -
BPM Admin found in various end user roles...Content We just did an assessment for a client and found the BPM Admin (workflow configuration) ability in the following seeded roles: * Application Implementation Consu… -
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… -
Seeded Resource Role deletionSummary We are able to delete seeded CX Resource Roles, any issue?Content We would like to use the CX Resource Role field in Users and Roles for autoprovisioning. The Jo…
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Get City and State value using Postal Code via GroovySummary When we select pincode, OOTB City and State populates automatically. Can we achieve the same using Groovy?Content In Contact/Account Address, When we select pinc… -
Error invoking the WebService Incidents on Services from Sales, which updates information of an inciContent Hi guys !!!, I do this action from Postman using POST and it works correctly, I am trying to do the same from Sales, in a groovy script and it returns the error …
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New Feature: Email & Phone Verification in CX SalesSummary Beginning in 21B, we are introducing added email and phone verification capabilities to...Content Beginning in 21B, we are introducing added email and phone veri… -
REST API - GET doesn't work with %, but * worksSummary any idea?Content Hi, For the contact records created with WS (CreatedByModule=HZ_WS), when I search them in GET API like below, https://pod/crmRestApi/resources/…
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Best Practice for scheduling lead assignment process (frequency)Content Hi, Is there a best practice (for frequency) in scheduling Lead Assignment process to avoid affecting performance? What is the least/minimum frequency acceptable…
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suppress response payload for POST & PATCHSummary REST APIContent Quick question - what's the parameter to use in order to suppress response payload for POST and PATCH? Version 21A
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Workaround To Searching Products and Product Groups in Workspace or Normal SearchContent Hi, I learned that Product and Product Group search is only available for the adaptive search REST api. Is there a workaround for this using the normal search or…
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Add percentage in bar graphSummary Add percentage in bar graphContent Hi all, I need to add the percentage for each Status Name. I chose the Pareto graph because it shows the percentage scale. But…
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Make CampaignId available as a session scope variableSummary Adding the CampaignId as a session variable will make able to add contextual analysis at the Campaign analysis tab from Campaigns.Content As we've made with some…