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Sales
Discussion List
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Address Lead/Oportunity - Territory assignSummary Address Lead/Oportunity - Territory assignContent Hi all, In Leads and Opportunities I need to add the address to be assigned to the correct Sales Representative… -
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… -
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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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 -
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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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… -
Transposing Configuration XML files from SandboxSummary Transposing Configuration XML files from SandboxContent Hi, Good day. Is there a way to transpose the sandbox configuration xml files into a more comprehensive r… -
Sales Cloud Swyx CTI ConnectionSummary How to connect Swyx CTI with Oracle Sales CloudContent Dear community, is there a good tutorial on how to connect sales cloud to a swyx CTI? The use case will be… -
Mobile - # of Opportunities Constraint?Summary Mobile - Is there a limit to number of opportunities listed in mobile?Content Would like to know if there is a constraint or configuration controlling the number…
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ICS Instance CreationContent Hi, This might be the wrong forum. I could not create new post in Integration forum. Our customer purchased ICS (ICS for SaaS edition). How many ICS instances we… -
View External DataContent Hi, Can we just view the external data in Account/Contact 360 instead of storing it in OEC? Same like VBC/EBC in Siebel and Addin in OSvC. Thanks, Mohan Version …
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Cloud & Traditional AccountContent Hi, What is the difference between Cloud and Traditional Account in cloud.oracle.com? Traditional Account is used for monitoring the services which customer purc…
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Can "Manage Users" be customized?Summary I'd like to create a custom field for Employee NumberContent Can the "Manage Users and Roles" screen be customized? I'd like to add an "Employee Number", but the…
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Action is read only during selection on pagesSummary I need action which can create record and save it without user intervention, that option is present in OSC but when I create action and try to expose on Page its…User_2025-02-04-17-55-30-920 40 views 8 comments 0 points Most recent by Mihaela Anghel-Support-Oracle
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Invoke Engagement via URL (GET Method)Summary Contextualize in an Account via URL and add logic in case it does not existContent Hi All, I need to be able to call Engagement via URL (GET Method) and contextu… -
report and promptSummary How column prompt works within reportContent Hi All, Requirement: To show up all the territory members based on territories. I have created the report using OOTB… -
Script working inside a trigger but breaking inside an object function, whyContent I'm working on a custom object. When I run a script from a trigger it works but if I run the same code from an object function, it throws an error saying "Cannot…
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Support child object records on Account Landing pageSummary Child object data on Account Landing pageContent Hi All, We built a child object (billing profile) under Account object. On the account landing, we want to enabl…
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Historic SnapshotSummary Opportunity Snapshot reportContent Hi, I've built a BI report using the subject are Sales - CRM Historical Pipeline for opportunity snapshot. The report is worki…User_2025-01-28-20-44-09-129 27 views 1 comment 0 points Most recent by User_2025-01-28-20-44-09-129
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Data Import - Customer Profile not in List of Supported EntitySummary Data Import to load customers no option for the customer profile to be loaded from the templateContent Using Data Import to load customers for Open AR invoice lo…
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Sales LightboxSummary How to share a document as public in lightboxContent i'm trying to share a document as public document in sales lightbox but there is no option. Version 18c
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18C Campaign Object Not Found After UpgradeSummary Customer has upgraded to 18C but I do not see the Campaign object or subtabs to exposeContent Hello, I'm trying to expose the campaign object and subtabs for a c…
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Entity relationship diagrams (ERDs) for standard OSC objectsSummary Entity relationship diagrams (ERDs) for standard OSC objectsContent Hi all Is it possible to get/obtain the entity relationship diagram for standard OSC objects …
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Search on Business UnitSummary How can I make Business Unit available in advanced searchContent How can I make Business Unit available in advanced search on my leads so that employees can add …
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CX – Oracle Engagement Cloud Partner Relationship Management Overview, 6 December 2018, 10 a.m PT -Content Submit your questions for the CX – Oracle Engagement Cloud Partner Relationship Management Overview session to have them answered during the live event. Post you… -
CX – Oracle Engagement Cloud Sales Performance Management Overview,Content Submit your questions for the CX – Oracle Engagement Cloud Sales Performance Management Overview session to have them answered during the live event. Post your q…
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Post-salesSummary Post-salesContent Hi all, What is the practice recommended to manage an post-sales service in OSC (integrated with CPQ)? Is it managed by Assets or Contracts? Or…