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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Saved SearchSummary Saved Search is not refreshing after updating record and Save&CloseContent We have created a Saved Search "Pending Orders", When Executive logins and navigate to… -
How to access Message Dictionary via Groovy?Summary Is Message Dictionary accessible via Groovy? how to?Content Can we access Message Dictionary (Manage Message task) via groovy scripts? Can anyone supply a sample…
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Import CampaignsContent Hi All, I am looking for an information on How to import Campaigns in OEC? Please suggest any ideas. Regards, Rohit Version 19A -
CRM Teams driving access in CPQSummary Looking for solutions to large # of team members/quotes on a single opportunity updating CPQContent We currently use opportunity teams to grant access to CPQ quo…User_2025-01-30-23-21-18-185 34 views 2 comments 1 point Most recent by User_2025-01-30-23-21-18-185 -
def supportTwitterHandle= '@acmesupport' please explain its meaningSummary def supportTwitterHandle= '@acmesupport' please explain its meaningContent Hello Team, Please explain its meaning: def supportTwitterHandle= '@acmesupport' Thank…Neha AbhayNarayan Singh-Support-Oracle 21 views 1 comment 1 point Most recent by Mohana Gopal S-Oracle
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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
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Escalation ProcessContent Hi, We have to implement the Escalation process in Activity object. Send an escalation mail based on the Activity Due Date. I hope we can achieve this through Sc… -
New 'Import Management' Data Security aspectsSummary New 'Import Management' Data Security aspectsContent Its observed that even for Sales Rep and Managers this option is enabled for default Navigator > Import mana… -
CX – Social Cloud UX Refresh, 26 March 2019, 9 a.m. PT - Submit QuestionsContent Submit your questions for the CX – Social Cloud UX Refresh session to have them answered during the live event. Post your questions by posting a new comment to t…
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Is System Admin rights required to install newer version of Outlook plugin for OSC?Summary Is System Admin rights required to install newer version of Outlook plugin for OSC?Content I read in one of the documents that in latest releases of Outlook plug…
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Friendly From AddressContent Hi, We have configured couple of workflows where it will send a email notifications to the Agents and scheduled reports. Can we personalize the From Address of t…
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Default Country & Phone CodeContent Hi, Is there a way to set the default value while creating the Contact / Account record in Site level & User level? Address - Country field and Country Code in W…
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Reset Record Number SequenceContent Hi, Please let me know how to reset the record number sequence of custom object Thanks -
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.…
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Resource OrganizationSummary Resource OrganizationContent Hi all, Is it possible to create the following organization chart with the different Organizations shows the figure? I refer to the … -
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…
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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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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…
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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 59 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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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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Sales Campaigns and CampaignsContent Hi Community Members, Could someone explain me the difference between sales campaign and campaign? I can these 2 objects in app composer and SUI. When one should…
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Custom report from Audit tableSummary CDM audit tableContent customer wants to see changes on Contact and Account in SUI. Anyone created custom reports based on audit tables (e.g. hz_organization_pro… -
CDM PII encryption/decryption from legacy CISSummary do we support encryption/decryption (e.g. AES, MD5)?Content Hi, Customer has their own on-prem CIS system. We will import their contact data (e.g. first name, la…
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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 32 views 2 comments 0 points Most recent by User_2025-02-04-10-37-00-332
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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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Fusion Integration (CRM & Finance)Content Hi, We have GSI environment where our customer have the license of OEC, SCM and Finance (All are in same accessible through same URL) and we have ICS. We have to…
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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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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…