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Sales
Discussion List
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Outlook desktop client version needed for O365 Add-in usageContent Hi, Does anyone know where to find the latest documentation on which Outlook Desktop client a user needs in order to access the O365 Add-in? When we went live wi…User_2025-01-28-01-29-38-878 30 views 3 comments 0 points Most recent by User_2025-01-28-01-29-38-878 -
Edit/Change related objects information in mobileContent Hi Members, I have been trying to change the fields for related objects of account in mobile summary page. I have tried to change it for asset page but no update… -
Privileged Function Access IssueSummary Trying to get Privileged Function to Create Record on custom ObjectContent We have a custom Object which is populated by trigger when an Activity Record is delet… -
Activate Action Only When Logged-In Resource Has Correct RoleContent Hi, I'm creating an action which triggers a groovy script but I want that action to be only available to certain types of resource roles. How do I achieve this? …
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Data Access based on Contacts and Accounts Custom attributeSummary How to provide access to Contact and Accounts based on Custom attribute on Contact and Accounts compared to custom attribute on ResourceContent Hi, For our requi…User_2025-02-10-16-58-36-742 36 views 3 comments 0 points Most recent by User_2025-02-10-16-58-36-742
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Is there a REST API that can be used to access Page layout data for Oracle CXSummary Looking for a way to access Page Layouts via APIContent Our external integration pulls data from Oracle REST API. Although we can access all of the data in a rec…
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Currency dropdown in productsSummary Currency dropdown in productsContent Hi Members, As a part of 21B we have enabled the default pricing in products detail page but when we try to add price the cu…
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Field value box border is thick after 21BSummary After 21B release the field value boxes seems to be very thick and evidentContent We had our 21B last friday in Test environment and since then the field value b…
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rule based assignmentSummary In rule based assignment if u want to include any custom field ?Content Hello, In rule based assignment if u want to include any custom field ?Neha AbhayNarayan Singh-Support-Oracle 30 views 4 comments 0 points Most recent by Rupak Chowdhury-Oracle
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What are the performance issues faced when activating Audit Policies?Content Hi, We are planning to activate audit policies for Sales Lead object since we're facing an issue where they are being retired abruptly for no known reason. I jus…
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Workspace - Record counts don't match to BISummary Workspace shows more records than similar filtered BI reporting showsContent Example is that Contacts show higher record count in Workspace than we see in extrac… -
Parent Account in Leads ObjectContent Hi, I need to get the Party Number of the Parent Account from Leads Object in a field trigger to set a value for a custom lead field. Used the API Name "ParentAc…
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Adding Mobile Phone in Contacts Advance FilterSummary Create a saved Search with Mobile phone attributeContent How to add 'Mobile phone' attribute in Contacts Advance filter option.User_2025-02-10-16-58-36-742 25 views 6 comments 0 points Most recent by User_2025-02-10-16-58-36-742
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How to Roll up Leads of Child Account to its Parent AccountContent We only allow child accounts to be linked/associated with leads, but we also have parent accounts. Can we roll up the Leads of a Child Account to its Parent Acco…
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Sales – CX Sales 21B-21C Updates for SPM, 7 May 2021 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 21B-21C Updates for SPM session to have them answered during the live event. Post your questions by posting a new … -
Sales – CX Sales 21B-21C Updates for CDM and Platform, 6 May 2021, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 21B-21C Updates for CDM and Platform session to have them answered during the live event. Post your questions by p…
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Sales – CX Sales 21B-C Updates for SFA and PRM, 5 May 2021, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 21B-C Updates for SFA and PRM session to have them answered during the live event. Post your questions by posting …
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Block opportunity edition on terminal sales stagesContent Hi. Is there any possible way to block an opportunity edition when the opportunity is a terminal sales stage? Like a profile option? Or do we need to do it using…
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Making Contact field mandatory on Lead throws system error.Content Hi, Made PrimaryContactPartyName required on Lead object. Getting below error when no Contact is selected while Lead creation. How to throw error like 'Contact i…User_2025-02-10-16-58-36-742 38 views 7 comments 0 points Most recent by User_2025-02-10-16-58-36-742
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Sales – Innovation Showcase: Key Account Planning in Oracle Sales Planning, 19 April 2021, 8.am PT -Content Submit your questions for the Sales – Innovation Showcase: Key Account Planning in Oracle Sales Planning session to have them answered during the live event. Pos…
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Sales – Innovation Showcase: Address, Email, and Phone Verification, 26 April 2021, 8 a.m PT - SubmiContent Submit your questions for the Sales – Innovation Showcase: Address, Email, and Phone Verification session to have them answered during the live event. Post your …
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Disable editing on user-defined (private) advanced search.Content Hello All, I want to prevent users to edit advanced search after creating it, so disenabling predefined advanced search. Thanks, Ahmed Version 20D (11.13.20.10.0) -
Cannot create value map because lookup type in parent choice list is invalid.Content Hello All, I want to create a value map between the custom field "subcategory" and standard field "Source" on sales lead but when I choice Source on the parent c…
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The target quota displaying 0 before that it was 1000000 and this is the correct numbet so why the qContent The quota graph displaying quota with 0 number despite of it's been published with the same quarter -
How we can display from 2021 to 2026 years in the quota paln years as the system is showing only froSummary we need to display from 2021 to 2026 years in the quota paln years list
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Automatic Territory Assignment Options Besides Profile Option - Assignment Submission at Save EnableContent Hi, We've recently experienced that the territory assignment assignment isn't running automatically with the opportunities. We had to manually trigger via 'Save …
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Attribute DataStoreKey in CDataStoreRuntimeEO is requiredSummary Getting an error while click on Reset to Full ExtractContent Need to get full extract for organization from BICC. So click on Action -> Reset to Full Extract opt…
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OTBI: How can we use a generic month in a reportSummary OTBI: How can we use a generic month in a reportContent Hi, Attached is an nquerylog for a report. We want that it should show # of Open opportunities from the c… -
OTBI: Data is reducing when adding # of Activites factSummary Data is reducing when adding # of Acitivites fact in Subject Area: Sales - CRM PipelineContent Hi We are using subject area: Sales - CRM Pipeline. When adding th…
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Mass Upload of Contact Profile Picture in Oracle Engagement CloudContent We need to upload Contact profile picture for 5000 records, Currently we have option in Import Management tool for normal attachments for Opty, Account, Contact …