To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
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Sales
Discussion List
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Quote - without CPQSummary Quote 20CContent Hi all, In Oracle Sales Cloud 20C is there a Quotes tool to work on the Opportunity or Accounts with approval processes, SLAs, download and prin… -
All Opportunities appearing in the Contact > Opportunities subtabContent For some reason when I drill into the opportunities subtab for any contact I see a list of ALL opportunities that I created in the system and not just the opport… -
Using Outlook365 Addin to create Tasks from emails and selecting records to associateSummary Outlook365 creating tasks from emailsContent I have a question and looked around for the answer but was not successful. I realize that Tasks can be created in Sa… -
Please it is urgent to know that why i can see the submit button in the screen despite of the submisContent So my first question for why this button is visible for this item despite of the submission expiration date and the second question how can make the submit butto… -
If there is simply example for what will happen when selecting "enable resource forecasting" optionContent Refers to this doc https://docs.oracle.com/en/cloud/saas/sales/20d/oasal/forecasting.html#OASAL1879459 I cannot get for which we can use resource forecasting opt…
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Feature Friday: CX Sales MobileContent The new CX Sales Mobile app helps sellers get more done in less clicks with biometric authentication, an action-driven home screen, optimized task flows, and sav… -
How to authenticate Opportunity Service (OSC) in Postman or any other REST API toolsSummary How to authenticate Opportunity Service (OSC) in Postman or any other REST API toolsContent Hi, I'm testing the Opportunity Service in https://reqbin.com/ and I'… -
TCA Billing Account & Account Site OS/OSR SupportSummary Is it supported?Content Hi All, I posted the question on ERP forum and I'd like to verify the same in this forum. In TCA web service (/crmService/CustomerAccount… -
CX Sales and MulesoftSummary Any adapter available for Business Event & Web Service?Content Hi, We are using Mulesoft (instead of OIC) as the integration platform between CX Sales and other …
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Product Groups - Business UnitSummary Product Groups - Business UnitContent Hi all, I have a simple sales catalog. It is a Product Group that has 5 Products active. Available to select in the Opportu…
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Sales – CX Sales 20D-21A Updates for SPM, 23 October 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 20D-21A Updates for SPM session to have them answered during the live event. Post your questions by posting a new … -
Sales – CX Sales 20D-21A Updates for CDM and Platform, 22 October 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 20D-21A Updates for CDM and Platform session to have them answered during the live event. Post your questions by p…
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Update Opportunity Revenue LineSummary Need to update Revenue Number field in Opportunity Revenue lineContent Hi, We need to update update Revenue Number field in opportunity revenue line through FBDI… -
CSM tool - Incoming tabSummary CSM tool - Incoming tab - schedule "Apply" buttonContent Hi all, In Navigator> Configuration> Migration> Incoming tab, when the Import process is successful, 3 b…
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How to know which SQL predicate used on partiular DCL filedSummary Is there any way which sql predicate is constraing in values out of all prdeicates on objectContent Hi All, Currently sales user is not able to see all account r…
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Is it possible to by pass territory based visibilty using groovySummary Need option to select customer from other territory in opportunityContent Hi All, We have an senario where sales user need to create opportunity for customer in …
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Complimentary Data Health CheckSummary Understand the accuracy and quality of your address, email, and phone dataContent Oracle, in partnership with Loqate, will now be offering a no-cost address data…
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Session Topic?Summary What would you like to learn more about?Content We are currently planning the rest of our CX Sales sessions for the rest of the year. What topics would you like …
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Workspace Column Wrap is not workingSummary Long Column Headers are not getting wrapped in workspace rather they are overlapped.Content Hello All, Customer is using adaptive workspace search. On the Accoun…
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Sending emails from LeadsSummary Sending automatic emails/SMS from LeadsContent Hi all, Is it possible to send automatic email or SMS notifications to contacts/accounts when a Lead meets certain…
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Sales Mobile appSummary Sales Mobile appContent Hi all We are using the mobile app named "Oracle CX Cloud Mobile". There is a new app called "Oracle CX Sales". Is it necessary to change…
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Display revenue lines on Opportunity as SubtabSummary Display revenue lines on Opportunity as SubtabContent Hi Currently, as part of OOTB standard page layout, we can see revenue lines coming at the bottom of opport…
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WorkspaceSummary Workspace vs Landing PageContent Hi all, For 1 year Workspace has been stepping up. We are still not using it for the end user due to some limitations it had a y…
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Connecting Oracle Sales Cloud for OutlookContent Hi, I want to connect the Oracle Sales Cloud for Outlook plugin. We are using the google email exchange (google mail) which is on IMAP protocol and I am told is …
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WhatsApp Integration - CX SalesSummary WhatsApp Integration - CX SalesContent Hi all, Is there a native integration between WhatsApp and Oracle CX Sales v20C? I need to integrate them for the automati…
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I am not able to see Activities associated with Business plan in analysisSummary Not able to see any result for Custom subject area having relation between Activity and Business PlanContent Hi, I have created the custom subject area of Activi…
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How to go to opportunity screen after lead conversionSummary How can I open the newly created opportunity screen after successful lead conversion.Content Is there any way to go to Opportunity screen after lead conversion i…
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Sales - 10 Things You Didn't Know CX Sales Can Do Today, 1 October 2020, 9 a.m PT - Submit QuestionsContent Submit your questions for the Sales - 10 Things You Didn't Know CX Sales Can Do Today session to have them answered during the live event. Post your questions by…
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Warning Message shows twice before the record saves.Summary We want to show warning message once before the Lead record saves.Content Upon creation of the leads record, we have a validation rule that will check if the MMS…
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how to relate an contact as primary contact for an Account -AddressContent Hi All, We have requirement, where in our customer has same customer in different locations and for each location they have different primary contact. Because of…