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Sales
Discussion List
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Export Bulk dataContent Hello, I am trying to export bulk data. I want to build a scheduled process that runs every day and in case of an error, the next run will include all the data s… -
Remove "+" button from workspaceContent Hi, Is it possible to remove the "+" button (create button) within the workspace? For example, through the page composer? Thank you. Version 21B
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How to configure auxiliary dimension for opportunity custom field for territory assignmentContent Hi All, Can anyone help me with steps or special configuration steps required to setup opportunity object custom field as auxiliary dimension. i was following or…
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What is the best practice for Sales Cloud and Eloqua Lead Sync?Content Hey All, Just to give you a background. We have Eloqua and Sales cloud tool that we are implementing for a client. Contact is created in Eloqua via landing pages… -
How to get related Opportunites/Leads of a contact in OutlookSummary How to get related Opportunites/Leads of a contact in OutlookContent Hi While drafting email from Outlook and if we enter email id in the To field and click on s…
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Territory team of Parent partner can see child partners opportunities?Summary Channel account manager able to see child partners opportunities when manually added to parent partner but not when added via territoryContent Hi All, We have de…
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Will the accout owner/team member will get default visibilty to account opportunitiesSummary Is it possible to see opportunities on landing page where the user is owner of accountsContent Hi All, There is a owner and few team members associated to an acc…
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Territory owner is not adding to partner team after territory assignmentSummary Channel sales manager type partner centric territoryContent Hello Experts, we have created Channel sales manager type partner centric territory to for territory …
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Onboarding Live Webinar 8/4/21Content Cloud Applications Onboarding Webinar Oracle Customer Success ConnectX Click here to Register We invite you to attend a LIVE webinar to get started with your Ora…
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User Profile Functionality in Oracle Sales CloudContent Hi, Is there a function in Oracle Sales Cloud that is similar to the User Profile option in Siebel where I can configure a profile name and value that is accessi…
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How can we integrate Oracle CX Sales Cloud with DocuSignSummary How can we integrate Oracle CX Sales Cloud with DocuSignContent How can we integrate Oracle CX Sales Cloud with DocuSign. Do we have REST/Soap api or any other w… -
How to Change the Oracle Logo and Name of Browser TabContent Is there a way to change the Oracle Logo and Name of the browser tab? Is this possible? If so, what are the steps to do this? Thanks in advance.
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What information needs to considered at the start of complete applicationContent Hi All, We are going to start implementing sales application for a customer. Customer bought all the modules of Fusion applications like HCM, SCM, ERP along with…
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Account Rollup functionality and it related subject areaContent Hello All, In Oracle CX after 21B we see new object called Account Rollup child object under Accounts and it has few aggregated fields.So we are looking for is t…
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Saved searches and Analytics in CX Sales Mobile appSummary Saved searches and Analytics in CX Sales Mobile appContent Hi all, I am migrating from CX Cloud Mobile app to the new app CX Sales Mobile app using a migration t… -
Custom DSP in workspaceContent Hi, We have created custom DSP using sql predicates for custom object and it doesn't work in workspace and it is not possible to replicate the custom DSP using a…
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Since 21A has release updates in terms of intelligent batching do the batch processing parameters inSummary Since 21A has release updates in terms of intelligent batching do the batch processing parameters in manage parameters still make sense?Content Since 21A has rel…
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Import Account hierarchies with Import ManagementSummary I need to structure an Account hierarchy import using Import Management but cannot find clarity in the documentationContent Hi, I have unsuccessfully tried to bu… -
Customer Receivable Data in CDMContent Hi Team, We have a requirement to implement Oracle CDM for one of the Customer. The customer does not have any prior Oracle Cloud implementation. Below is a high… -
Auto assignment of Duplicate Resolution RequestsSummary Auto assignment of Duplicate Resolution RequestsContent Is it possible to auto assign duplicate resolution requests based on account profile data? Please share i…
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Workspace search limitation for old recordsContent Hi Members, I was looking for any document which specifies the maximum old date till which we can search records in workspace. I was not able to find records whi… -
Resources and Resource OrganizationsContent If users are not using resource organizations and resource hierarchy in Oracle Cloud as the source of truth in their systems and dont want to maintain it for eve…
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How To Get Lookup Meaning Using Lookup Code in Groovy ScriptContent Hi, I want to get the Meaning using Lookup Code as a filter in Groovy. How can I do it? Thanks, Ed Version 21A
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Edit Possible Duplicate Page LayoutSummary Able to edit Possible Duplicate Page Layout but not the My New Contact pageContent We have a requirement to update fields on Possible Duplicate Page Layout. Thro…
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Validate if a user is logged inSummary Validate if a user is logged inContent I have the following requirement, I need to validate if a user with service agent functions who is the account owner is co…
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table level link between Geographies and territoriesSummary table level link between Geographies and territoriesContent Hi, I am trying to find a link between territories and coverages on the Territories page? I am lookin…
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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
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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…
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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…
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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? …