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
-
Does the Outlook plugin installed auto updates the existing plugin?Content Hi, When the environment is in 19C we have installed the outlook plugin which has 11.13 version and the instance is upgraded to 19D, now will the installed plugi… -
WorkspaceSummary Enabling Workspace for the customerContent Hi, Would like to know the steps to enable workspace for our customer. pls advise. Version 19DUser_2025-02-06-07-25-24-970 48 views 2 comments 0 points Most recent by User_2025-02-06-07-25-24-970 -
Exclusive: February 18th Oracle Sales Roadmap UpdateContent We’re offering an “Oracle Sales Road Map Update” webinar as an exclusive benefit for Oracle CX Hero Hub members who are using Oracle Sales. This road map webinar… -
How the Account owner get Notification, When Lead is created for that AccountSummary When the Lead is created account owner get notified by email work flowContent In current system, the visibility of the Prospect/Customer Account is common to all… -
How to add attachment type field for Custom Objects through Application composer toolSummary How to add attachment type field for Custom Objects through Application composer toolContent Hi, Could you please guide, how to add attachment type field for Cus…User_2025-02-04-15-10-30-884 500 views 5 comments 1 point Most recent by Shivakumar Ayyanagowdar-Oracle
-
Unable to access Sales tabContent Hi, I have the Sales roles attached as in screenshot but still could not able to find Sales tab in the login Is there anything still missing Thanks
-
Sum Total Row Level in Sales Cloud ReportSummary Show only total and hide rows in report output Sales CloudContent We have a report as Table output view. We want to sum at row level and then total at bottom by … -
Attachments in Oracle Sales / Engagement Cloud is Extensible?Summary Attachments in Oracle Sales / Engagement Cloud is Extensible?Content Hi, We want to add custom field called "Document Type" in attachments within Account Layout.…
-
Sales – CX Mobile Updates for Sales, 23 January 2020, 9 a.m. PT - Submit QuestionsContent Submit your questions for the Sales – CX Mobile Updates for Sales session to have them answered during the live event. Post your questions by posting a new comme… -
Sales – CX Sales Office 365 Updates, 21 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…
-
Contact restrictionSummary Is it possible to restrict the visibility of contacts and that the user can only see the contacts in which he owns?Content Hi, We want that users can only be abl…
-
Incentive Compensation TrainingContent Oracle offers a number of training courses and certifications for Incentive Compensation Release Readiness https://cloud.oracle.com/saas/readiness/overview Learn… -
Phone number formatSummary Changing the default capture formContent Hi Our users outside the USA are complaining about the format of the phone number for a contact. They would like to have… -
Disable the synchronization from outlook to CRMContent Hi, We have a synchronization from CRM to Outlook for Contact Object. We would like to disable the synchronization from outlook to CRM, we would like to just hav…
-
Enable Search and Workspace User Experience in Oracle Sales Cloud 18cSummary Enable Search and Workspace User Experience in Oracle Sales Cloud 18cContent The pod of our Oracle Sales Cloud instance has been upgraded to Release 13 (Update 1…
-
Sales – 20A CX Sales Updates: CDM and Platform, 15 January 2020, 9 a.m. PT - Submit QuestionsContent Submit your questions for the 20A CX Sales Updates: CDM and Platform session to have them answered during the live event. Post your questions by posting a new co…
-
Workspace - Contacts Hyperlink Field to Open RecordSummary Hyperlink Field that allows for opening Contact record via WorkspaceContent Looking for a Hyperlink Field on the Contact object that allows for opening Contact r…User_2025-01-31-01-47-23-586 26 views 2 comments 1 point Most recent by User_2025-01-31-01-47-23-586
-
Trigger workflow in future dateContent Hi Community Members, I would like to know how we can call the object function using workflow which will trigger in future date? I have tried setting execution d… -
Apply for preview access on the “Search and Workspace User Experience”Summary Apply for preview access on the “Search and Workspace User Experience”Content Hi; I am working on Oracle Partner Company. My customer want to use adaptive search… -
Entity relationship diagrams (ERDs) for standard OSC objectsSummary Entity relationship diagrams (ERDs) for standard OSC objectsContent Hi all Is it possible to get/obtain the entity relationship diagram for standard OSC objects … -
Get all rolesContent Hi, I want to get all roles assigned to the particular user. I am using below API. But it returns only one Role. Please assist me to get right APIs or Subject Ar… -
Approve/Reject not available under Bell iconContent Hi, After upgrading to 19C it is found that Approve/Reject link which use to be under bell icon is not available now Is this bug or any config missing which to b…
-
Report on approval workflowsContent Hi, Is there any standard report to view the approval history of the object workflow. Thanks
-
How to put validation for the AttachmentSummary The Lead should not be Converted to agreement without an attachmentContent Hi All, The lead should not be converted to agreement (custom object) without an attac…
-
Change History Tab in AccountsContent Hi, If the account record is changed, the data is not captured in the change history tab. Is this any additional setup required Thanks
-
How can I provide ability for sales reps to create and edit Competitor?Summary How can I provide ability for sales reps to create and edit Competitor?Content Only sys admins are able to create and edit Sales Competitors in OEC (19C), and we…User_2025-02-04-10-37-00-332 36 views 2 comments 0 points Most recent by User_2025-02-04-10-37-00-332
-
How to customize Announcement section of SUI salesSummary I need to have todays date(system date) in announcement section and below that i will provide news or some similar stuffContent Thanks
-
Mobile AppContent Hi, What is the difference between Oracle CX Cloud Mobile and Oracle Sales Cloud Mobile? Which one we have to use? Thanks, Mohan Version 19D
-
Relationship UpdateContent Hi Team, Can we Update the Relationships between Account and Contact without Passing Subject Id and ObjectId through WbebServices. Can we update Relationships us…
-
Page IntegrationContent Hi, I am able to call APEX page through Page Integration but found that the display of page if not full shown Is there any setup need to be done please advise Th…