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Sales
Discussion List
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How to fetch files from UCM and move to different serverSummary What are the options to fetch file from UCM and move to another server location by automaticContent BICC extracts files into UCM and those files are generated da… -
Is it possible to have 2 different extraction on same data storeSummary CrmAnalyticsAM.OpportunityAM.Opportunity is added into multiple data storeContent Already there is an extraction available for opportunity VO and we need to crea…
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Sales – Innovation Hour: Workspace and Adaptive Search, 16 February 2021, 9 a.m PT - Submit QuestionContent Submit your questions for the Sales – Innovation Hour: Workspace and Adaptive Search session to have them answered during the live event. Post your questions by … -
Language support in App ComposerSummary Language support in App ComposerContent Hi, For custom object and attribute, do they support multi-languages like OOTB ones? For example, I login to English and … -
Sales – CX Sales & CPQ- How Can You Gain A Larger Share Of The Customer’s Wallet?, 22 February 2021,Content Submit your questions for the Sales – CX Sales & CPQ- How can you gain a larger share of the customer’s wallet? session to have them answered during the live eve…
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Sales – CX Sales 21A-21B Updates for SPM, 19 February 2021, 10 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 21A-21B Updates for SPM session to have them answered during the live event. Post your questions by posting a new …
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REST API IN query only matching on first resultContent Hi there, Something strange is going on with a REST API query that we are running. We are trying to return contacts based on match to a list of email addresses. …
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How to integrate MS Teams with Sales CloudContent Hi Team, Any one integrated MS Teams with Sales Cloud application? Can please let us know, what are the prerequisites to implement?
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What is the privileges that I've to delete from sales rep role to can not create Service reuestContent We need to make the sales rep can not create SR and can not manage it so which privileges should I delete from sales person role -
how to make field as required at Accounts / Contacts only in Sales CloudContent Hi All, We have all the fusion products for our instance (Sales / HCM / SCM / ERP). We want to make a custom field as required at Accounts in Sales Cloud and tha…
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CDM contact merge issue - Merged contact not showing up on Accounts - contact subtabContent Here is a scenario: 1. I took 3 contacts with the same phone number, email and name but associated to different accounts 2. Did the merge 3. 3 contact got merged… -
REST API Need to Filter Activities by Child ActivityAssignee LastUpdateDateContent We are trying to filter acitvities based on the LastUpdateDate. This works fine where the Acitvity Object has been updated.…
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Sales – Access Groups for CX Sales - Deep Dive, 19 January 2021, 9 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Access Groups for CX Sales - Deep Dive session to have them answered during the live event. Post your questions by posting …
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Email Template for BPM workflowsContent Hi Members, I would need to explore options for modifying OOTB email template options for BPM approval. As of now we can just provide inputs as Title 1, Title 2.… -
Search on join fieldContent Our customer has a join field on Opprtunity from Account. As this is an Account field, it's searchable there but the customer wants it searchable on Oppty as wel…
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Hide "Save and Close" button in Create Opportunity UISummary We intend to hide the Save and Close button in Create Opportunity UI.Content We want certain documents/Activities to be updated. Hence, user must click on "Save …
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Workspace object not listedSummary Accounts object not visible for some users in WorkspaceContent Accounts object is not visible for some users in Workspace in Oracle Cx sales. It is however visib…
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Sales – 2020 Year in Review & What's Next, 11 January 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – 2020 Year in Review & What's Next session to have them answered during the live event. Post your questions by posting a new…
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Job role required to run ESS 'Import User and Role Application Security Data'Summary Is IT Security Manager required?Content Hi, What OOTB job roles have access to run ESS job 'Import User and Role Application Security Data' besides IT Security M…
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Stop the BPM approval workflowContent Hi Members, I was looking for a use case solution where if one out 3 approvers rejects the approval then approval should be rejected and no further email notific…
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Excessive account login attempts monitoringSummary How to track?Content Quick question, Can we track excessive account login attempts in Fusion CX? I wonder if this can be done with 'Oracle Platform Security Serv…
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How To Filter Opportunities in Workspace by the Product It ContainsSummary How To Filter Opportunities in Workspace by the Product It ContainsContent Hi, I want to create a saved search in Opportunities workspace where I can filter it w… -
Custom Object search based on default Creation date rangeContent Hi , How to set the Custom Object search based on default creation date period of last 1 month. Like Lead & Opportunity we have the options to set the default cr… -
Office 365 Add-In Menu Option issuesSummary Issue with Opportunities and Sales Leads displaying in OutlookContent We are on the latest OSC (CX Sales) version - 20C. We are deploying the Office 365 Add-In. …
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Account drill down from LeadSummary Account drill down from LeadContent Is there a way to add an account drill down field to a lead? For example, once I convert a lead I want to be able to view the… -
For what the Quota adjustment can be used please we need clear example for itContent According to this definition " What's an adjustment? An adjustment is the amount that territory owners, or sales managers who have child territories, add to the …
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Response is not showing in the campaignSummary Missing Response Data In Completed Sales CampaignContent We followed the steps mentioned in this doc "Doc ID 2440543.1" but nothing changed
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Feature Friday: Microsoft 365 Email IntegrationContent Eliminate the time reps spend switching between applications and the CRM. Without leaving their Microsoft 365 email application, reps can use the Oracle Sales pl… -
Is there any rest api to run the report and download outputSummary Rest api for BI analysisContent Hi, Is there any rest api availbe to run and BI analysis and download the output. eg: Lead analyis Regards, Sudheer.
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TCA Best PracticeSummary Do we have CDM Cloud version?Content Hi All, EBS has TCA best practice for customer data modelling detailed in MOS 269124.1. I wonder if we have one created for …