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Sales
Discussion List
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Massive renaming of Unique Territory Number without affecting current assignmentsSummary Make the UTN correspond to our ERP territory FK to simplify integrationContent Until the appearing of the Unique Territory Number [UTN] we managed the sales terr… -
Perform 'Run Assignment' on Account Object using ScriptSummary Perform 'Run Assignment' on Account Object using ScriptContent Hi I have a requirement to perform territory assignment operation on account automatically when th… -
FSM migration for pods with multiple language packsSummary how to migrate?Content Hi, For the pods which have multiple languages installed, how do we migrate setups? For example, I have English, Indian, Japanese installe… -
Add a banner with the POD in the page templateSummary asking about references on using HTML Markup component in Page COmposerContent Hi there! good afternoon. We would like to identify clearly the POD a user is conn… -
Workspace Smart Actions - New Actions and Customization abilitySummary Additional Smart Actions and ability to customize Smart ActionsContent Hi, Some common tasks listed below performed by our users on OOTB objects in workspace are…
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How to populate sales record values into opportunity Page using Groovy ScriptContent Hi Team, We are in the middle of implementing CPQ. We currently have an email workflow triggered by a condition on the opportunity. What the business wants is to…User_2025-01-28-09-27-58-262 33 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle -
Data Splitting in to other columnsSummary Data Splitting in to other columnsContent Hi All, In the current lease object scheduled export process there is Column "General Comments" which contains data. Fo…
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Can we customize the OEC Login Page?Summary to customize the login pages to differentiate Dev, Test and PROD environmentsContent Hi all. Do you know whether is possible to modify the login page of Oracle E…
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How to edit the product price directly in price book with out file importSummary There is no search option for products in the price bookContent Our product list is big and as there is no product search option in the price book so it is becom…
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Adaptive Search For ProductsSummary When trying to access Products via adaptive search using the rest API we are receiving an error messageContent Hi, When trying to access Products via adaptive se…User_2025-02-11-01-29-44-382 30 views 1 comment 0 points Most recent by User_2025-02-05-01-58-57-420
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User Should not be able to qualify a lead before accept or rejectSummary Should not be able to qualify a lead before accept or reject (Owner)Content Should not be able to qualify a lead before accept or reject, Can we customize that u…
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Unable to create Migration setSummary I'm trying to migrate some customization from test to Prod environmentContent Hi, I'm unable to create migration set to export the some new customization. when i… -
Need to Create Employee Resource for an existing employee user definedSummary Need to Create Employee Resource for an existing employee user defined using import activity or webserviceVersion 20BCode Snippet URL: Host.com/crmRestApi/resour…User_2025-02-06-23-16-29-056 35 views 7 comments 0 points Most recent by User_2025-02-06-23-16-29-056
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Rest API for Import ManagementSummary Importing Data Without Using the WebCenter Content Document Transfer UtilityContent I'm working on a POC for importing data using the Import Management REST api.…User_2025-02-08-09-55-02-499 69 views 12 comments 0 points Most recent by User_2025-02-08-09-55-02-499
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Lead Owner in Sales subject areaSummary Lead Owner in Sales subject areaContent Hi all, I need to add the Lead Owner in an analysis. Name or First Name/Last Name (not your Resource Id or Party Id). I h… -
Task notification email not workingSummary OSC not generating task creation notification emailContent Hi, we are on 20B. when we create a new task for any salesrep, it shows he notification in Bell icon, …
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Search and select layout expressionContent Hello Members, I would like to know how does the expression works for search and select layout? I would need to fetch value of custom field and display it in one… -
Customise Search PopupSummary Need to include additional field in the search window for Ship-to-PartyContent I have a requirement to extend the search popup as shown in the attachment. I woul…
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Is it possible to show partner deatils in accountSummary We need to show related partners of account from PRM in account 360 in subtabContent Hi, We have an requirement to show the list parters who worked on the leads …
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Difference in records count in the new Export management for Account ObjectSummary Difference in records count in the new Export management for Account ObjectContent Hi All, There is a difference in count of the records for the Account object i…
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Hide users with a specific resource role while adding in Team and PicklistSummary Hide users with a specific resource role while adding in Team and PicklistContent When we inactivate users by adding to Date, user is getting removed from organi… -
Training session OR Product Webinars on Oracle Sales Planning CloudSummary Training session OR Product Webinars on Oracle Sales Planning CloudContent Can we get some update on when we could expect any Training session OR Product Webinar…Ravishankar Ramachandran-166686 44 views 0 comments 0 points Most recent by Ravishankar Ramachandran-166686
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Duplicate resolution requestSummary how to select totally different customers for duplicate resolutionContent Hi, We are using OCS. To merge accounts, i am using duplicate resolution request. i hav…
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Multi-selection of custom object lines to add to opportunitySummary Hi, i have requirement to multi-select lines on a custom object and click on button to add these linesto child object in opportunity.Content Pl let me know is th…
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How to show the custom error message for a required field instead of system generatedSummary How to show the custom error message for a required field instead of system generatedContent HI All, How to show the custom error message for a required field in…User_2025-01-28-09-27-58-262 328 views 4 comments 0 points Most recent by Syed Misbauddin-Support-Oracle
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Industries is multi-select, Can we change as single drop downSummary Industries is multi-select, Can we change as single drop downContent Industries is multi-select, Can we change as single drop downUser_2025-02-08-01-38-24-980 39 views 4 comments 0 points Most recent by User_2025-02-08-01-38-24-980
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How to fetch custom lookup values using REST APIContent Hi, We have a custom FCL created on opportunity and we need to fetch all its values using REST API. Can you please let us know how to access it using REST API Th…
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Text field value Disappearing/VanishingSummary Text field value Disappearing/VanishingContent Hi All, There is a text field in the opportunity record in which on entering the value in the text box the value w…
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Need Confirmation - CSM doesn't page composer items on role level?Summary is it supported yet on 20B?Content Quick question - For personalization configured on job role level with page composer, are they supported in CSM migration as o…
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Login | Default | Filmstrip | SelectionSummary The ability to default a filmstrip selection upon loginContent Question: I would like to set the ability for my user base to be defaulted to a Filmstrip location…