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Sales
Discussion List
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Import template for Account and ContactContent HI, I am looking for the import template for the Account and Contact in the Sales Module. Please share. Thanks, Mary -
Pipeline Card Home Page - CX Sales MobileSummary Pipeline Card Home Page - CX Sales MobileContent Hi all, I can't change the header, title, and content of the Pipeline card. It's possible? I need to change "Pip… -
Custom Object Readonly access through access group is not workingSummary Custom Object Readonly access through access group is not workingContent Hi, We are trying to provide read access to custom objects for users of particular resou… -
Extra usage is adding in party usage subtab after merge process how to remove itSummary how to remove extra usage from pasty assigiment after mergeContent Hi All, when i run a merge process for Customer and transactional account as per rules custome… -
Related records in WorkspaceSummary Related records in WorkspaceContent Hi All, Is there any way to fetch all the related records of an account in the workspace ? For example there is a Account ABC…
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Pagination supported on child object (REST API)Summary REST API Pagination Behavior for Child ObjectContent Quick Question - If I apply pagination on parent object, how does it affect the output for child object? For… -
Object Workflow Not getting triggered for few users- GroovyContent We have a Object workflow -groovy being triggered based on a condition on Update of a record in a custom object. The groovy code is being triggered for few users…
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Where Do You Find Business Unit Field in ResourcesContent Hi, I'm having trouble searching for Business Unit in Resources in the UI. Any idea where to find it? Thanks, Ed Version 21A -
Unable to view Oracle CX Sales Opportunity data from ODI (on-prem)Content Hi There, We are trying to model Oracle Sales Cloud through Oracle Data Integrator (12.2.1.4.0) following the document below: https://docs.oracle.com/en/middlewa…User_2025-01-28-19-55-23-314 49 views 1 comment 1 point Most recent by Ravindra Sirigiri-Support-Oracle
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How to fix "Object CancelReasonVA of type Attribute already exists" errorSummary Whenever I am trying to open any field or to do something on OSM, it shows me "Object CancelReasonVA of type Attribute already exists" errorContent In OSM, when …
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API to simulate "Reprice" action on Subscription Covered LevelSummary We want to reprice the subscription covered level via API.
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Email Notification for imported LeadsSummary Lead WorkflowContent Hi, Is there any way we can trigger email notification workflows to send email to lead owner for imported leads in the system. Thank you Anu…
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How to Import DCL fields using Import ManagementSummary How to Import DCL fields using Import ManagementContent Hi We are trying to import Leads using Import Management.There are some DCL fields to import.How can we i…
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Unable to find Lead object in Import managementSummary Unable to find Lead object in Import managementContent Hi All, I am trying to import Leads using Import Management.But when I try to create a import activity we …
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Best practises to control access to publish sandboxesSummary How to control access to publish sandboxes?Content We have multiple implementation projects running on this environment. Looking to lock down admin user privileg… -
How to give access of 2 BU to single user ?Summary How to give access of 2 BU to single user ?Content Hello, How to give access of 2 BU to single user ? Please suggest . If any supporting document is appreciated.…Neha AbhayNarayan Singh-Support-Oracle 36 views 3 comments 1 point Most recent by Rupak Chowdhury-Oracle
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Enter response metric and warning thresholds in days instead of minutesContent I have created Standard coverage as a part of service milestone configuration and added entitlements with condition and results columns. I have read in a documen…
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Whatspp Integration in Oracle Digital Assistant using CM Business Service ProvidersSummaryI want to integrate the ODA bot with whatsapp using CM BSP.CM BSP exposes the middleware using oda-whatsapp-cm node package ContentHi All, I am trying to integrat…User_2025-02-10-12-05-25-403 34 views 2 comments 1 point Most recent by Ravindra Sirigiri-Support-Oracle
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Proxy Usage ReportingSummary Is there reporting of proxy usage available?Content We'd like to see who has given proxy access to who in Sales Cloud. I don't see a subject area that would help… -
Best Practices for Separating Two BUsContent We have a requirement, where we need to have two business units, working on the same territories. Each business unit will have their own set of roles. How do you…
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How To Investigate A Lead That Is Being RetiredContent Hi, We have leads being set to Retired by an integration user. I want to investigate how these leads are set i.e. by webservices, by scripts. etc. Is there a way…
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Call esswebservice via groovy scriptContent Hi, I need to run schedule job "Perform Assignment Data Publish, Refresh, and Synchronization" to publish the assignment rules via groovy script. I was able to r…
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Meaning of Functional read and Functional update check boxes in Custom object securitySummary Meaning of Functional read and Functional update check boxes in Custom object securityContent Hi All , In custom object security section there are Owner, Owner a…
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Adaptive Search for Custom ObjectsSummary We need to be able to use the standard record set for Custom Objects in WorkspaceContent Currently we have a custom object - CEDs we use to track competitive ass…
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When sorting a number field descending fetches first all nulls. Is there a place in OSC in which weSummary When sorting a number field descending fetches first all nulls. Is there a place in OSC in which we can instruct that nulls in sorting should appear at the end (…
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Opportunity Assessments - AnalisysSummary Opportunity Assessment template - AnalisysContent Hi all, I need to create an analysis in OTBI where it shows by Opportunity the values entered in the assessment…
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Is There A Way To Un-Retire A Lead?Content Hi, What are the ways we can un-retire a lead? Thanks, Ed Version 20D
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Display Invalid Input error message using entity in Oracle Digital AssistantContentHi All, I am trying to display the error message in conversation if user puts any invalid input for any question using entity & that entity is involved in composi…User_2025-02-10-12-05-25-403 37 views 2 comments 1 point Most recent by Ravindra Sirigiri-Support-Oracle
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SOAP ContactService IN operator not working when search on EmailAddressContent We have been using the IN operator for some time when searching on EmailAddress in ContactService. This no longer seems to work??? Has anybody else got this to w…
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Reset password - for bulk usersSummary Reset passwordContent How to rest password for bulk users ? Thanks and Regards, Neha