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Sales
Discussion List
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Complimentary Data Health Scan ReportSummary Is the data powering your sales and marketing programs accurate and complete? Content You need clear visibility into your prospects and customers for your sales … -
ValidationException with a defined variableContent I'm looking to have a validation exception or warning pop up and visible to the user but I want to include a def variable and not specifically a hard-coded messa… -
Primary Customer Number on ContactContent Hi , Similar to PrimaryCustomerName1 field on the Application composer , is there a standard field to expose Primary Customer Number i.e Account Number] on conta… -
Accounts and Contacts VisibilityContent Hi All, I am new to Sales Cloud and trying to understand how the record visibilty works in engagement cloud. * Can all the Accounts and Contacts be accessed by t…
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Notes AuthorContent Hi, Is it possible to change the author of the notes. Suppose if the notes was created by me it would show my name instead is there way to select author as anoth… -
Define CompetitorsContent Hi, How to define competitors for Opportunity ? Thanks
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Sales Cloud demo environmentSummary Required sales cloud Demo environmentContent Hello, we require any demo environment for Sales Cloud to learn. Kindly help me for the same. Thanks & Regards, Shail -
Record Set Filter for Custom Objects on CX Cloud Mobile Saved SearchesContent Hi Everyone, I'm trying to configure saved searches for custom objects within CX Cloud Mobile, but am not seeing the option to add a record set filter as an opti…
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NotesContent Hi, Once I create notes in accounts I could not view them again ? Is there anything missing to view them Thanks
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Leads and OptyContent Hi, I could not find import templates for Leads and Opportunity under Import Object Details from Import Management Thanks
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Terminology - Sales vs. Engagement cloudSummary Sales vs. Engagement cloudContent I wanted to take some free learning about Oracle products (especially for sales people) and I realised Oracle have Engagement c…
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Has anyone tried account merge in OSC 19D?Summary account merge - how to select master recordContent Hi, I am trying to merge 2 accounts and not able to select master record. There is survivor setup, which I hav…
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Account OwnerContent Hi, I am not able to find account owner from drop down in the account creation form and in search window Attached screenshot Thanks
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Error in filerContent Hi, When i specify to filter records to export with the below condition LastUpdateDate > '2019-04-08T04:15:53-07:00' It gives error
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Sales profile numberContent Hi, What does sales profile number (sales account number) refers to and where can this be found Thanks
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Error in Accounts importContent Hi, Found the error as attached in screenshot
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Import AccountsContent Hi, To import accounts and its associated objects like address, classification, relationship, notes etc can I zip all and do in single import. Else need to do in…
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Error in filerContent Hi, When i specify to filter records to export with the below condition LastUpdateDate > '2019-04-08T04:15:53-07:00' It gives error
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Role for Export ManagementContent Hi, What is the role needed to view export/import management under Tools menu Thanks
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Import Notes in AccountsContent Hi, How to import Notes in accounts during file import using FBL. Thanks
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Import ObjectsContent Hi, Using Import Management how do I import contacts, accounts, activites. Is there any templates available to populate the data. Thank you
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WorkspaceSummary WorkspaceContent Hi all, Do you know how to get the new user experience in searching and navigating through Engagement Cloud called "Workspace"? The new workspac… -
Deep Link to Desktop UISummary Deep Link to Desktop UI - CDM HierarchyContent There are several objects (e.g. Account, Contact) which we can open the Desktop UI with deep link. I wonder if any… -
Will Import Management replace Financial FBDI importsSummary Currently, Import Management for sales/engagement cloud is replacing FBDI. Will it replace FBDI import in FinancialContent The documentation on Import Management…
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Sales – 20A CX Sales Updates: SFA and PRM, 14 January 2020, 9 a.m. PT - Submit QuestionsContent Submit your questions for the 20A CX Sales Updates: SFA and PRM session to have them answered during the live event. Post your questions by posting a new comment…
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test only --Cllou Customer ConnectSummary testing onlyContent please ignore this testing post.
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Change Server name in Sales Cloud for Outlook Add-inSummary How do I change the Server details in the Sales Cloud for Outlook Add-inContent Our TEST cloud application was moved to another data center. The new instance was…
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Advantages of Import Management over Classic ImportSummary Advantages of Import Management over Classic ImportContent Hello, With 20C Release upgrade, Classic Import (Manage File Import Activities) will get sunset and bu…User_2025-02-04-10-47-02-166 73 views 11 comments 1 point Most recent by User_2025-02-04-10-47-02-166 -
Sales Coach based on other parameters.Summary The current Sales Coach setup is only based on Sales stages in opportunity but is there a way to set this based on other parameters like custom fieldsContent As … -
19D Migration TemplateContent Hi, I need to perform data migration for the following object in 19D Contacts Accounts Leads Opportunity Activities Please let me know the where can I get the da…