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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Need to Create Employee Resource for an existing employee user definedSummary Need to Create Employee Resource for an existing employee user defined using import activity or webserviceVersion 20BCode Snippet URL: Host.com/crmRestApi/resour…User_2025-02-06-23-16-29-056 33 views 7 comments 0 points Most recent by User_2025-02-06-23-16-29-056 -
Lead Owner in Sales subject areaSummary Lead Owner in Sales subject areaContent Hi all, I need to add the Lead Owner in an analysis. Name or First Name/Last Name (not your Resource Id or Party Id). I h… -
User Specific SearchContent HI, I have created saved search but I want this to be assigned only to specific user how can this be enabled ? Thanks -
Online ChatContent Hi, How to enable to have online chat feature in Social Network under Opportunity ? Thanks
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Task notification email not workingSummary OSC not generating task creation notification emailContent Hi, we are on 20B. when we create a new task for any salesrep, it shows he notification in Bell icon, … -
Change HistoryContent Hi, I configured change history for opportunity and from actions clicked synchronize still could not find Change History tab enabled in opportunity details page …
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Lead Number PatternContent Hi, If the UK business unit is used in creating Lead I would like to have lead number running sequence as UK001, UK002 and if US business unit is used the sequen…
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Sales – Office 365 for CX Sales: Best Practices, 25 September 2020, 9 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Office 365 for CX Sales: Best Practices session to have them answered during the live event. Post your questions by posting… -
BU not available to create SearchContent Hi, While trying to search Leads and Opportunities based on Business Unit I could not find the field Attached screenshot Thanks
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Search and select layout expressionContent Hello Members, I would like to know how does the expression works for search and select layout? I would need to fetch value of custom field and display it in one… -
Customise Search PopupSummary Need to include additional field in the search window for Ship-to-PartyContent I have a requirement to extend the search popup as shown in the attachment. I woul…
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RESCHEDULED: Sales - 10 Things You Didn't Know CX Sales Can Do Today, 17 September 2020, 9 a.m PT -Content Due to unforeseen issues, this event has been rescheduled to a later day. Apologies for the inconvenience. An updated announcement with the event details will be…
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Import and Export Management for faster and easier data loadingSummary Import and Export Management makes it faster and easier to load and maintain your data. Content Import and Export Management makes it easier for application admi… -
Sales – Best Practices: Getting Started on CX Sales Mobile, 22 September 2020, 8 a.m. PT - Submit QuContent Submit your questions for the Sales – Best Practices: Getting Started on CX Sales Mobile session to have them answered during the live event. Post your questions…
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Long Text Field ErrorContent Hi, In the custom object not able to create long text field and found the error message as attached in the screenshot Thanks
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Workspace for Fast and Easy Access to CX Sales and Fusion Service!Summary Get the Workspace Advantage for your CX Sales and Fusion Service teams! Content Workspace is designed with a super-fast search that gets you to your CX Sales and… -
Is it possible to show partner deatils in accountSummary We need to show related partners of account from PRM in account 360 in subtabContent Hi, We have an requirement to show the list parters who worked on the leads …
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how to get Owner preferred currency using groovyContent Hi, We need to set lead currency to new owner currency and wanted to know how can we get owner preferred currency using groovy ThanksAnushree Patil 23 views 6 comments 1 point Most recent by Mullamuri Mallikharjuna Rao-Support-Oracle
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Showing Number of Leads Created by login userSummary I want to show the number of Leads created by login user in Things to Finish section.Content Is it possible to show the number of Leads created by login users in…
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Difference in records count in the new Export management for Account ObjectSummary Difference in records count in the new Export management for Account ObjectContent Hi All, There is a difference in count of the records for the Account object i…
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Hide users with a specific resource role while adding in Team and PicklistSummary Hide users with a specific resource role while adding in Team and PicklistContent When we inactivate users by adding to Date, user is getting removed from organi… -
Username of Lead OwnerContent Hi, How do I get the username (stored in PER_USER table) based on the Lead Owner selected. Is there any groovy script to achieve this please suggest Thanks
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Groovy for BU of an userContent Hi, Please help me to get the groovy script for the Business Unit of an user. Thanks
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how to relate an contact as primary contact for an Account -AddressContent Hi All, We have requirement, where in our customer has same customer in different locations and for each location they have different primary contact. Because of…
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Training session OR Product Webinars on Oracle Sales Planning CloudSummary Training session OR Product Webinars on Oracle Sales Planning CloudContent Can we get some update on when we could expect any Training session OR Product Webinar…Ravishankar Ramachandran-166686 43 views 0 comments 0 points Most recent by Ravishankar Ramachandran-166686
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Application ComposerContent Hi, I have provided Application Developer, Application Administrator, Application Diagnostics Administrator, IT Security Manager role to the user still I could n…
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Duplicate resolution requestSummary how to select totally different customers for duplicate resolutionContent Hi, We are using OCS. To merge accounts, i am using duplicate resolution request. i hav…
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Lead Assignment Error MessageContent Hi, If I am in UK Business Unit and if sales manager from US Business Unit assigns Lead using Owner field I need to have error message saying as " Selected User …
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Set Time Zone For Business Unit in Oracle Sales CloudSummary Set Time Zone For Business Unit in Oracle Sales CloudContent Hi all, I am going to set multiple business units in the same instance. Basically each business unit…
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Current extract fields are missing in New Export Management APISummary Current extract fields are missing in New Export Management APIContent Hi All, We are trying to implement the New Export Management for the export process as the…