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Sales
Discussion List
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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 -
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… -
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… -
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… -
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 70 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…
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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…
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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 47 views 2 comments 0 points Most recent by User_2025-02-06-07-25-24-970
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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_2025-02-04-15-10-30-884 501 views 5 comments 1 point Most recent by Shivakumar Ayyanagowdar-Oracle
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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
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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 …
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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.…
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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…
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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…
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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…
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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…