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Sales
Discussion List
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Workspace search on CX Cloud moblie appSummary Any plans to plug Workspace into mobile apps? -
Excluding customers when syncing from Financials CloudSummary Does anyone know if there's a way to exclude customers from syncing to sales cloud when using the "Synchronize Financials Cloud Accounts and Contacts with Engage… -
Keep old close dates?Summary Can you retain close dates on opportunities during import?Content We are new to the oracle sales crm and we imported data from previously used tools. All opportu…
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Asset subtab in ContactContent Hi All, I would like to know about exposing asset subtab in contacts. I can see the subtab is exposed in application composer pages but when I checked on UI the … -
Attachments in Email TemplateContent Hi, I have custom object with attachment field enabled is it possible to pass the attachment in the custom email template Please suggest Thanks -
19C upgradeSummary after 19C upgrade we are seeing all the buttons changed to black colourContent Hi All, Our test application got migrated to 19C and we have observed the button c… -
CX Cloud Mobile 19C versionSummary CX Cloud Mobile 19C versionContent Hi all, We currently have version 19C in OEC integrated with CPQ version 19C GA. 1- Is it possible to create Quotes from Oracl… -
Checkbox value in email notificationContent Hi, In the email notification received it is found that checkbox value if checked is printed as TRUE and FALSE if unchecked. How to decode and print as YES for T…
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Field values not printed in email notificationContent Hi, I have created custom fields and included in the email template which is invoked from object workflow. In the email notification the newly created field valu…
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Preview Access to the forum for Adaptive Search and WorkspaceSummary Instructions to apply for preview access to Adaptive Search and Workspace User ExperienceContent Welcome to the Adaptive Search and Workspace User Experience for…
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Managing attachments - Client profileSummary Maintain attachments - all versions - which support a client profileContent Greetings, We are currently implementing ERP and Sales Cloud; and our customer is que…
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Programatically get a Field's Display Name via Groovy ScriptSummary Looking for a way to programatically get the field's Display Name via groovy script.Content Hi All, Would like to ask if anyone had a similar requirement as belo…
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Access REST through groovySummary Access REST through groovyContent Hi All, I am looking to call the REST from groovy. Here is the API and scenario I am using eligibility rule from products with …
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Join Fields: Unable to register because Join node is missingContent Hi Everyone, I was reading this reference about Join Fields. But when I checked 2 of our Engagement Cloud environments(from different domains) I am unable to fin…
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How to get the below new fusion theme for Oracle Sales CloudSummary How to get the below new fusion theme for Oracle Sales CloudContent New fusion theme for Oracle Sales Cloud
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TerritoriesSummary TerritoriesContent Hi all, Is the use of Territories in OEC only prepared for B2B or also for B2C? Thank you! Hernan
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Mask custom field values by replacing with "*" or "#" for certain rolesSummary Mask custom field values by replacing with "*" or "#" for certain rolesContent We want to mask custom field values by replacing with "*" or "#" for sales rep rol…
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Difference between DateTime fieldsSummary Difference between DateTime fieldsContent We have two DateTime fields - Start Date & Time and End Date & Time Based on Lookup value in another field we need to s…
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Controlling Workspace AccessContent Hi All, I am looking for a way to remove create record access for workspace. As of now i can see + icon to create new records from workspace. Is there any soluti…
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GPS Tracking through Oracle Sales CloudContent Hello, Concerning Oracle Sales Cloud I would like to have more details about fulfilling the following requirements (if possible), 1. does Oracle sales mobile app… -
Contract document and Data conversionSummary How to convert Contract document during data conversionContent Hi Experts, I would like to know if anyone has come across the situation where along with Contract…
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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…
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How to create a dynamic search expressionSummary I have a custom object and there are some custom fields in it. From a standard object, I want to search record in this custom object dynamically.Content HI All, …
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Issue with customize product selection under OPRSummary Issue with customize product selection under OPRContent We have the custom reqiuirement wherein sales rep will type in item number and based on this value produc…
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RESCHEDULED: Sales – Sales Cloud’s Action-Oriented, Task-Based UI, 19 August 2019, 9 a.m. PT - SubmiContent Due to unforeseen issues, this event is rescheduled to a future date. Our apologies for the inconvenience.Kayleigh Halko - Oracle-Oracle 27 views 0 comments 0 points Most recent by Kayleigh Halko - Oracle-Oracle
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Exclusive: October 8th Engagement Cloud Roadmap UpdateContent We’re offering an “Oracle Engagement Cloud Road Map Update” webinar as an exclusive benefit for Oracle CX Hero Hub members who are using Engagement Cloud. This r… -
Is there tool or a quick way to compare/validate if 2 instances are parallel/sync?Summary Looking for a quick way or tool to compare environment instancesContent Hi everyone, Anyone here has a quick way or a tool to compare/validate if 2 environment i…
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LinkedIn Sales Navigator in Engagement CloudSummary Is anyone using this integration?Content I'm looking to see if anyone is using the LinkedIn Sales Navigator within Engagement Cloud, and if so, if you would mind…User_2025-01-28-01-29-38-878 40 views 0 comments 0 points Most recent by User_2025-01-28-01-29-38-878
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Embedding Iframe in Mobile AppSummary We have custom applications developed and enabled with web interface using Mashup content, same need to be replicated in Oracle CX mobile appContent We have enab…
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Opportunity status and sales stage relationContent Hi Community Members, I have observed one behavior while working on opportunity. Even though I have defined status as closed in one of the sales stage in Manage …