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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Stop the BPM approval workflowContent Hi Members, I was looking for a use case solution where if one out 3 approvers rejects the approval then approval should be rejected and no further email notific… -
Read only for user records of different BUContent Hi, All the opportunities created by Namos UK BU users should be viewed in read-only mode for the users who belongs to Namos US BU. Please advise on the solution… -
Workspace object not listedSummary Accounts object not visible for some users in WorkspaceContent Accounts object is not visible for some users in Workspace in Oracle Cx sales. It is however visib… -
Feature Friday: Partner WorkspaceContent We all know how transformative workspace has been for our customers. Being able to access tools and actions a seller needs to do their job in one attractive, use… -
How to the Sales usage type set defaulted as Custom values available in Sales Profile TypeContent I try to set default value for Sales usage type as one of the custom value from SalesProfileType, but as per the std behavior by default it can be set either Cus… -
Sales OrgContent Hi, I have created sales organisation and assigned to user under Manager Users but again when I query for same Sales Org to assign to another user it is not gett…
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Sales – 2020 Year in Review & What's Next, 11 January 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – 2020 Year in Review & What's Next session to have them answered during the live event. Post your questions by posting a new… -
How to extract Report from BI publisher Using BICC as a single CSV/zipSummary Not able to extract as a single CSV from a reports of multiple view objectsContent Hi Team, I have a report based on Lead, in which we have customer details, pro… -
Search CriteriaContent Hi, In accounts or leads when I do advance search I found that if I use the option contains it is not fetching the result. For example if I need to search for ac…
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How To Filter Workspace Saved Searches Based on the Territory of the UserSummary How To Filter Workspace Saved Searches Based on the Territory of the UserContent Hi, Is it possible to filter workspace saved searches based on the territory of …
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Import Mulitple Address for an Account in 20C versionSummary Import Mulitple Address and different party site in the Account objectContent Import Mulitple Address and different party site in the Account object -
How to make default Price Book Name in DCL fieldContent How to make default Price Book Name in DCL field. We have one Price book and want to make it default. Thanks, ArvindUser_2025-02-08-01-38-24-980 26 views 2 comments 0 points Most recent by User_2025-02-08-01-38-24-980
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Response is not showing in the campaignSummary Missing Response Data In Completed Sales CampaignContent We followed the steps mentioned in this doc "Doc ID 2440543.1" but nothing changed -
Accommodate groovy while importing the data in 20 DSummary Accommodate groovy while importing the data in 20 DContent Hi All, How can we accommodate groovy while importing the data in 20 D ? Any help/suggestions Thank Yo…
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Create User using REST API vs Manage UsersSummary Create User using REST API vs Manage UsersContent Hi all, We have created Sales Representative users using the REST API service. I consult these users from the S… -
CDM - How to run contact duplicate identification for contacts associated to specific types of accouSummary CDM - How to run contact duplicate identification for contacts associated to specific types of accounts?Content There are multiple BUs data in our current Cx sal…
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Automating Scheduling File Import in 20DContent All, The old Import management is replaced by the new Import management in the 20D patch. Before 20D 1. Setup the UCM batch to upload the data file to the WebCen…
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What Drives the Follow Up Date Functionality In OpportunitySummary What Drives the Follow Up Date Functionality In OpportunityContent Hi, I'm investigating why users received a follow up email ahead of what they set as the "foll…User_2025-07-18-06-07-44-367 31 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle
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How To Use Multiple Username in an EL ExpressionSummary How To Use Multiple Username in an EL ExpressionContent Hi, I want to limit visibility in an infolet by username. How do I set the EL Expression to filter multip…
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Performance Issue after 20D Patch-StageSummary Performance Issue after 20D Patch-StageContent Hi All, There was a 20D patch upgrade done on the stage instance recently where we are facing performance issue af…
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Sales – Best Practices: Extending CX Sales With Visual Builder, 15 December 2020, 8 a.m PT - SubmitContent Submit your questions for the Sales – CX Sales - 2020 Year in Review & What's Next session to have them answered during the live event. Post your questions by po…
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RESCHEDULED: Sales – CX Sales - 2020 Year in Review & What's Next, 10 December 2020, 8 a.m. PT - SubContent Due to unforeseen issues, this topic has been rescheduled to a later date. An updated announcement with the event details will be posted. Apologies for the incon…
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Invoke BI analysis through SOAP wsSummary Not able to invoke BI report through soap web serviceContent HI All, Im trying to invoke a BI report through soap api with below payload but im getting ""en-US">…
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How To Determine The Assigned Territory of an OpportunitySummary How To Determine The Assigned Territory of an OpportunityContent Hi, How do you determine the assigned territory of an opportunity? Thanks, Ed
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Country Lookup CodesContent Hi Is there any standard lookup code with list of countries available to use in custom field of type Fixed Choice List ? Thanks
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Currency for OpportunityContent Hi, For the users who belong to US Business Unit while creating the leads and opportunities need to have the default currency as USD but currently it is showing …
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Currency for user in different BUContent Hi, I have one more business unit named US BU and the USER1 is assigned to US BU during the user creation. Whenever he logs to Leads and Opportunity the currentl…
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Opportunity Status based on Sales StageSummary Opportunity status is not getting updated based on Sales Stage. However, win probability is getting updated based on Sales Stage. We want to set the status to "W…
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Office 365 Add-In Menu Option issuesSummary Issue with Opportunities and Sales Leads displaying in OutlookContent We are on the latest OSC (CX Sales) version - 20C. We are deploying the Office 365 Add-In. …
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Unable to create Migration setSummary I'm trying to migrate some customization from test to Prod environmentContent Hi, I'm unable to create migration set to export the some new customization. when i…