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Sales
Discussion List
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Why do we need Groups and how to configure them in CDM?Can you please guide me how to bulk import groups in CDM ? what is the importance of groups in CDM ? Thanks, Harshini -
How can I create a Sales Lead Team Member using REST API in Oracle Sales Cloud?How can I create a Sales Lead Team Member using REST API in Oracle Sales Cloud?. When I tried to create it using the https://XXXXX/crmRestApi/resources/11.13.18.05/leads…
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How do I add Target Attributes to the Import Objects field to conduct an upload to update address?Summary: I need to upload address changes. I went to Tools> Import Management> Import Objects I only see three Import Object Details, and when I click through them, I do…
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Synchronize Financials Accounts and Contacts with CX CloudSummary: Is there an API available which can sync Financial Accounts to CX Cloud ? We understand the process which can sync all the financial account to CX. We have a us…
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How to disable/ remove delete action from CX activity calendarHow to disable/ remove delete action from CX activity calendar
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How to copy the attachment and create in new RecordSummary Using groovy, How to copy the Attachments from one record to other recordContent Hi, I have a requirement in one of our business process, need to create a copy o… -
How to read AUDIT_CHANGE_BIT_MAP_ column in Audit tableAUDIT_CHANGE_BIT_MAP_ column which is present in Audit tables consists of 0 and 1 . Upon on change this column is getting changed to a different combination of 0's and 1…
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Activity Notes not available in RedwoodSummary: In Classic UI we have notes subtab , where we can capture multiple notes against an activity. No such option seems to be available in Redwood UI. Can you please…
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Workarounds for Using Formulas in RoutinesWe are attempting to setup routines based on the last activity date with a customer. Since rollups are not usable within the routines section, we created a date formula …
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Cannot Find Parent Account Field in SandboxWhere can we see the parent account field in application composer in sandbox?
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No Data in Parent Account Field on Workspace Landing PageWe have enabled Parent Account field on Adaptive Search Advanced Setup. However, upon validation, there is no data for Parent Account on Workspace landing page even thou…
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it is possible to restrict a skill for a particular user in APEX applicationSummary: we have a requirement to access the billing related information through ODA only by billing users, Since its has the financial values and Commission related inf…
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Created a Custom attribute from sandbox and it not visible in import templateCreated a custom attribute from sandbox which is searchable and updateable and published this changes. After publishing this changes we are unable to see this attributes…
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Data Deduplication cloud tools to use before loading data in Oracle CDM CloudSummary: Hi All, Our customer have a requirement to verify the duplicate accounts with external data set withing CDM cloud without loading this data in CDM cloud. They w…
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Data Deduplication cloud tools to use before loading data in Oracle CDM CloudHi All, Our customer have a requirement to verify the duplicate accounts with external data set withing CDM cloud without loading this data in CDM cloud. They want to us…
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Redwood - Make Comments field on Activity editableSummary: In redwood , if user is not on Activity Teams, he gets read only access to activity. For this user can we make only one field(comments) editable ? Content (plea…
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Mashup content for Redwood Sales Account ObjectSummary: We are trying to add Show Wikipedia to Account sales object (standard) and have followed this document but "Show Wikipedia" is not showing on the search bar. Co…
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How to create a custom dropdown mirroring the OOTB Phone Country code Dropdown on Contacts?Is there a lookup code to reuse the ootb Phone Country code dropdown ?
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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… -
Is there any API for Address locale which is present under hub Organization?we are using Hub organization for our current requirement as we are creating organizations. In the API documentation for hub organization (https://docs.oracle.com/en/clo…
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Inside Sales Rep vs Sales RepSummary: What is difference between Inside Sales Rep and Sales Rep job roles in Oracle Sales Cloud ? Content (please ensure you mask any confidential information): Versi…
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TrainingSummary: What are some of the recommended training partners in Canada or online self learning sites for Oracle Sales? Training for someone new to Oracle Sales
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How does Redwood UI impact custom objectsSummary: How does Redwood UI impact custom objects Content (required): We are transitioning from Workspace UI to Redwood UI. We do have a lots of Custom objects (Sales) …
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how do we configure workspace in CDM?How do we configure workspace in CDM. Please help us with the configuration steps. Thanks, Harshini
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Account Engagement Level in Oracle Sales InsightsSummary: HI All, I am enabling Sales Insights - Account Engagement level in Oracle Sales Cloud in Demo application. Though I see, Engagement Levels High, Moderate, and L…
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No Back Button in Manage Sales Goals (Quotas)Summary: No Back Button in Manage Sales Goals (Quotas) is there a way to add a back button to these OOTB setup pages? Navigator > Sales > Quotas > Side Menu > Manage Sal…Christian Gerald Patacsil 11 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle
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Main Table for ERP Fusion Sales proposalHi, I'd like to know the main table for Oracle Fusion ERP Sales Proposal? Thnx
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Smart Lists for a Personalized Sales Experience!Summary Get Smart Lists for your team after you enable Workspace!Content With Smart Lists you get an effective alternative to navigating and searching for Sales records.… -
audit account logSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
Account cannot be specified in Field Name in Contact's Field Trigger.Content (please ensure you mask any confidential information): I would like to fire a Field Trigger when the account field in the contact layout is changed. but, Applica…