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 expose the executive dashboards on Sales home pageSummary Need to expose the executive dashboards on Sales home pageContent We have developed an excutuve dashboard to contain 6 BI reports for the upper management users.… -
Visibility and access to the ContactSummary Visibility and access to the ContactContent Hi all, I have this business requirement and I need your advice: Currently all Contacts created by any role, are visi… -
Sales Campaign - VisibilityContent Hi Experts, I am trying to explore the Sales Campaign functionality. I did the following steps 1. Created Users with Roles Sales Manager / Sales Representative 2… -
User's SkillSummary User's SkillContent Hi all, When a new internal employee user is created as a Sales Representative, is there an OOTB way to store the employee's SKILL? That is, …
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Can "Manage Users" be customized?Summary I'd like to create a custom field for Employee NumberContent Can the "Manage Users and Roles" screen be customized? I'd like to add an "Employee Number", but the… -
Account & Contact Objects - Second Email and Second PhoneSummary Ability to end more than one email address and a secnod phone number for a contact and accountContent On migration of data from MS Dynamics and Salesforce CRMS i…User_2025-02-04-04-54-48-128 49 views 2 comments 0 points Most recent by User_2025-02-04-04-54-48-128
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Icon not visibleContent Hi, I tried to enable the Sales Campaign. I have done the following steps. 1. Enable the Sales Campaign in the offerings 2. Create Sandbox 3. Enable it in Struct…
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Incentive comp Guarantee Recovery issueSummary Trying to do 50% drawback, Oracle only supports 100% drawbackContent We are a chemical sales and distribution company currently implementing an end to end Oracle… -
Standard field lengthContent Hi, Where we can find the standard fields length (like Account.Name, Contact.First Name)? Kindly share the document if we have any. It will help us to define the…
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Executive dashboard using Sales Page or OBIEE interactive dashboard?Summary What would be the benefit of using the BI dashboard?Content Hi, We want to create an executive dashboard, and can either do it in the OEC application dashboards/…User_2025-02-04-10-37-00-332 34 views 2 comments 0 points Most recent by User_2025-02-04-10-37-00-332
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Displaying all contactsSummary Displaying all contactsContent Hello all, Is there a way that when accessing the Contacts screen we can view all contact records? Thank you,
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Lead Assessment conditional parameterContent Hi, Can we make the lead assessment parameter is required based on another parameter. Ex: If the value of the first question is Yes, then the second question sho…
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CX Heroes for Modern CX 2019 is Live!Content Greetings Oracle Sales customers! To help you make the most of Modern Customer Experience and recognize you for your success and expertise, we are pleased to ann… -
convert days into month and convert week into monthSummary convert days into month and convert week into monthContent Hello, I need to convert days into month and convert week into month in groovy. Version 18CCode Snippe…
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Sales Cloud Swyx CTI ConnectionSummary How to connect Swyx CTI with Oracle Sales CloudContent Dear community, is there a good tutorial on how to connect sales cloud to a swyx CTI? The use case will be… -
My Top 5 Underutilized OOTB Features in OSC that Add Value to Sales UsersContent As a Customer Success Manager supporting Sales Cloud for both small and large organizations, I’ve run across a few common Out-of-the-box (OOTB) features that if … -
Expression Language ( EL ) and Cloud Applications. Take 2.Summary How is EL used within Cloud Applications and where can I find out information ?Content Due to technical difficulties experienced when we ran this session on the … -
Expression Language ( EL ) and Cloud ApplicationsSummary How have you used EL within the Cloud Applications or how would you like to use it ?Content Following on from the Award Winning HCM Cloud Personalizations - Show…
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Cloud & Traditional AccountContent Hi, What is the difference between Cloud and Traditional Account in cloud.oracle.com? Traditional Account is used for monitoring the services which customer purc…
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report and promptSummary How column prompt works within reportContent Hi All, Requirement: To show up all the territory members based on territories. I have created the report using OOTB… -
ICS Instance CreationContent Hi, This might be the wrong forum. I could not create new post in Integration forum. Our customer purchased ICS (ICS for SaaS edition). How many ICS instances we…
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View External DataContent Hi, Can we just view the external data in Account/Contact 360 instead of storing it in OEC? Same like VBC/EBC in Siebel and Addin in OSvC. Thanks, Mohan Version …
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Enabling OfferingsContent Hi, What is the best practice we need to follow to enable the offerings? Can we enable all the offerings which is available in the Test instance in order to vali…
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Welcome EmailContent Hi,When the customer purchase OEC and SCM Cloud, how the customer will receive the instance details. are they going to receive welcome email contains instance UR…
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B2B and B2C contactSummary Same contact as B2B contact and B2C customerContent I have come across a scenario where, a contact can be a B2C customer as well as B2B Account's contact. I woul… -
Invoke Engagement via URL (GET Method)Summary Contextualize in an Account via URL and add logic in case it does not existContent Hi All, I need to be able to call Engagement via URL (GET Method) and contextu…
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OSN to deliver email instantlyContent Hi, During the consversation in OSN an email is sent ot user only once as Daily Digest not immediately(instanly) when a conversation is recorded. Is there any co… -
Opening a new web browser using ACTION not LINKSummary Opening a new web browser using ACTION not LINKContent Hi, Aside from Links and Mashup Content, how can you open a new web browser using an Action button? The re… -
Alternative way to create custom fields in sales cloud without using Application ComposerSummary Alternative way to create custom fields in sales cloud without using Application ComposerContent Hi I am looking for the possibilities to create custom fields in… -
Script always takes first conditionContent Hi, In Before Update when I use the below code always the first conditoin only executes condition1 ; if (isAttributeChanged('EstimatedTotal_c') && (EstimatedTota…