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Sales
Discussion List
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Digital Sales - Account HierarchySummary: Hi, We'd like to manage account hierarchy in Digital Sales with the following capabilities - Add Child Remove Child Are these features supported? Thanks, Adam C… -
How to create contact automatically from from custom fields at the lead ?Summary: Hello everyone , the customer want to create the contact from custom fields at the lead , that contains the data he needs for contact definition , when he conve… -
how to make every salesperson see just his own records at ( contact , account , lead , opportunity)Summary: Hello everyone , I want to make each salesperson just have access to his/her own records only and can not see other records but the sales director still has the…
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Not able to perform updates on resource/userSummary: I am trying to update fields on resource via import and getting this error - An error occurred during the data import. Details: This error occurred while import…
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Access Group VS Job rolesCan someone gave me the cons and pros of having an access group rather than creating a job role? because its seems like they are dealing with the same purpose.
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How can we visualize sales territories?**This post was created as part of a How-To Service Request (SR) Release: 22B Summary of the question: Does Oracle Sales Cloud provide any solution to visualize and map …
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How to change notification preference at the Site Level?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to change notification preference at the Site Level? Supportin… -
How to change notification preference at Site Level?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to change notification preference at the Site Level? Supportin…
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Selling on the Go - Oracle CX Mobile AppIf you want to explore more on this topic, I recommend you to attend the following Cloud Adoption Webinar, delivered by one of our Customer Success Managers: Get your jo… -
Oracle Sales Assistant - more about this powerful tool (check this info)The Oracle CX Sales Mobile app helps you to manage your day effectively and develop customer relationships using your phone or tablet. Join this session, the Customer Su…
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Can we create one usage report based on the login channel?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: There is a high demand from our users to build Usage Reports based…Ionel Spaloghe-Support-Oracle 21 views 1 comment 1 point Most recent by Ionel Spaloghe-Support-Oracle -
How to migrate custom object from one instance to another?This post was created as part of a How to Service Request (SR) Release: 11.13.21.10.0 Summary of the question: Customer questions, how to migrate the custom objects from… -
Change Manager in Sales HierarchyHi, How to change the manager of the existing one of the sales hierarchy? The resource was left the company. I could not update / change the manager in Resource Director…
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How to filter Groovy scripts only to trigger from UI/user actions for Activity objectSummary: Tigger Activity Object's groovy scripts only via UI actions Content (required): Hi, We have a requirement to run specific validations for Activity object when t… -
Are Custom Field Values from Custom Objects stored in PageFlowScope Variable? How can I access them?Summary: Getting Custom Objects Custom Fields Values from PageFlowScope Variable Content (required): Hello, I added an OTBI analysis to a custom object details page (Ana… -
Combination field UniqueHi, As per our business requirements, we have 2 fields (Ex: AccountId, ContactId) stored the other object Id values. We are inserting the records from external systems. …
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Available Today: Out of the Box Reports for PRM and Channel SalesSummary: Out of the Box Reports for PRM and Channel Sales - available today in Oracle Sales. Content (required): Out of the Box Reports for PRM and Channel Sales - avail… -
Available Today: Out of the Box Reports for the Sales ExecutiveSummary: Out of the Box Reports for the Sales Executive - available today - in Oracle Sales. Content (required): Out of the Box Reports for the Sales Executive - availab…
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Available Today: Out of the Box Reports for the Sales ManagerSummary: Out of the Box Reports for the Sales Manager - available today - in Oracle Sales. Content (required): Out of the Box Reports for the Sales Manager - available t…
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Available Today: Out of the Box Reports for the Sales RepSummary: Out of the Box Reports for the Sales Rep available today in Oracle Sales. Content (required): Out of the Box Reports for the Sales Rep available today in Oracle…
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Does exist a shared access to the Supplier and Customer PortalSummary: For a party who is a customer and also a supplier for the company which has implemented Oracle ERP Cloud, is it possible to give to this party a single access t… -
How to migrate custom data stores in BICC from Dev instance to test instanceSummary: Hello All, We have created few custom data stores in BICC and we used existing VO by deselecting few fields, now we need to migrate these to higher environments…
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Shared Outlook Mailboxes for CX SalesSummary: Shared Outlook Mailboxes for CX Sales Content (required): We have a use case in which customer will have their own mailbox but they also have a shared mailbox w…
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Seeking CX Sales/OSC customer willing/interested in having conversations with another customer...Summary: I am a Customer Success Manager at Oracle, and a customer of mine in the manufacturing industry would like to connect with several other customers (in any indus…
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Application usage insights for multiple usersSummary: Unable to see application usage insights for all the users Content (required): Hi Members, I have enabled the application usage insights in environment, but as … -
Documentation on Account Merge ?Summary: Content (required): Can anyone share documentation on the OOTB features of Account Merge ? Version (include the version you are using, if applicable): 21C Code …
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Limitation on Run Time MessagesContent When few triggers are being executed we have observed that not all the values are getting printed, only 250 lines are getting printed. Is there any limitation on…
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Using Sales territory coverage Vo (TerritoryDimensionalityPVO )in GroovySummary Not able to use Sales territory coverage Vo (TerritoryDimensionalityPVO )in groovyContent Hi All, i'm trying to fetch territory name based on the coverage, and i…
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How to fetch PIM Product Catalog in Sales Cloud Products / Product GroupsContent Hi All, I am referring to the Oracle doc: Import Sales Products From PIM Data Hub" Scheduled Process Criteria (Doc ID 2562928.1 It mentions that one of the field… -
Oracle CX Sales + OCC Integration Best PracticesSummary Overview and best practices for integrating Oracle CX Sales and Oracle Commerce CloudContent Hi all, I need help with documentation or a white paper that provide…