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.
Sales
Discussion List
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Saved SearchSummary Saved Search is not refreshing after updating record and Save&CloseContent We have created a Saved Search "Pending Orders", When Executive logins and navigate to… -
How to access Message Dictionary via Groovy?Summary Is Message Dictionary accessible via Groovy? how to?Content Can we access Message Dictionary (Manage Message task) via groovy scripts? Can anyone supply a sample…
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Import CampaignsContent Hi All, I am looking for an information on How to import Campaigns in OEC? Please suggest any ideas. Regards, Rohit Version 19A -
CRM Teams driving access in CPQSummary Looking for solutions to large # of team members/quotes on a single opportunity updating CPQContent We currently use opportunity teams to grant access to CPQ quo…User_2025-01-30-23-21-18-185 37 views 2 comments 1 point Most recent by User_2025-01-30-23-21-18-185 -
def supportTwitterHandle= '@acmesupport' please explain its meaningSummary def supportTwitterHandle= '@acmesupport' please explain its meaningContent Hello Team, Please explain its meaning: def supportTwitterHandle= '@acmesupport' Thank…Neha AbhayNarayan Singh-Support-Oracle 23 views 1 comment 1 point Most recent by Mohana Gopal S-Oracle
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Sales Cloud demo environmentSummary Required sales cloud Demo environmentContent Hello, we require any demo environment for Sales Cloud to learn. Kindly help me for the same. Thanks & Regards, Shail
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Escalation ProcessContent Hi, We have to implement the Escalation process in Activity object. Send an escalation mail based on the Activity Due Date. I hope we can achieve this through Sc… -
New 'Import Management' Data Security aspectsSummary New 'Import Management' Data Security aspectsContent Its observed that even for Sales Rep and Managers this option is enabled for default Navigator > Import mana… -
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Friendly From AddressContent Hi, We have configured couple of workflows where it will send a email notifications to the Agents and scheduled reports. Can we personalize the From Address of t…
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Default Country & Phone CodeContent Hi, Is there a way to set the default value while creating the Contact / Account record in Site level & User level? Address - Country field and Country Code in W…
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Need to expose the executive dashboards on Sales home pageSummary Need to expose the executive dashboards on Sales home pageContent We have developed an excutuve dashboard to contain 6 BI reports for the upper management users.…
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Standard field lengthContent Hi, Where we can find the standard fields length (like Account.Name, Contact.First Name)? Kindly share the document if we have any. It will help us to define the…
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Sales Campaigns and CampaignsContent Hi Community Members, Could someone explain me the difference between sales campaign and campaign? I can these 2 objects in app composer and SUI. When one should…
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Lead Assessment conditional parameterContent Hi, Can we make the lead assessment parameter is required based on another parameter. Ex: If the value of the first question is Yes, then the second question sho…
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Fusion Integration (CRM & Finance)Content Hi, We have GSI environment where our customer have the license of OEC, SCM and Finance (All are in same accessible through same URL) and we have ICS. We have to…
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Enabling OfferingsContent Hi, What is the best practice we need to follow to enable the offerings? Can we enable all the offerings which is available in the Test instance in order to vali…
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Welcome EmailContent Hi,When the customer purchase OEC and SCM Cloud, how the customer will receive the instance details. are they going to receive welcome email contains instance UR…
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Opening a new web browser using ACTION not LINKSummary Opening a new web browser using ACTION not LINKContent Hi, Aside from Links and Mashup Content, how can you open a new web browser using an Action button? The re… -
Unable to perform an Import Products functionality due to an errorSummary When importing a list of products I got a notification error QSC-QSC_PROD_SLPRDTYPCODE_INVDContent Hello everyone, I am unable to perform an import from the macr…User_2025-02-04-11-03-51-524 20 views 2 comments 1 point Most recent by User_2025-02-04-11-03-51-524
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Custom TCA tree structureSummary Trading Community Tree StructureContent Hi All, I am trying to create a custom tree structure to source data from both hz_parties/hz_organization_profiles and HZ… -
How to change default subtab upon entering Details/Edit PageContent My requirements are: 1. Create a new Mashup subtab in Contacts Page 2. When I open the Contacts page, the display should default to the new Mashup Subtab instead…
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Area mentioned under "Sales" learning pathSummary doubt if the Area mentioned under Getting Started With Sales Cloud > Right panel > Area: Sales Force AutomationContent I have doubt if the Area mentioned under G… -
Best practice for customizing opportunitySummary Customizing opportunity for quantity based modelContent Our company has a quantity based model for working with sales rep opportunities.. Sales rep can only prov…
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Opportunity FlowSummary How to track revised revenue in opportunity linesContent With reference to opportunity flow in Sales cloud, we have one scenario in which I seek guidance from cl…
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Tasks not shown in BPM worklistSummary Tasks not shown in BPM worklistContent Hi, I have tasks assigned but when I navigate to BPM worklist not able to find anyone. Is there any setup/configuration ne…
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Incentive Compensation - simple roll over to next yearSummary Simple way to move everything from 2017 to 2018?Content Hi, I am trying to figure out the easiest way to move everything we have in 2017 into next year. Particip…
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Sales Cloud Release 13 upgrade stepsSummary The link in the release 13 perform upgrade seems to take me to the release 11 upgrade doc, where is the release 13 upgrade guide?Content I am having issues acces…
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OOTB Territory Geographies Mapping - R13Summary OOTB Territory Geographies Mapping/Cloned Mapping Doesn't show up in File Import Activities in R13Content When you try to load Territory Geographies through FBDI…
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CPQ all transactions in OSC v12Summary CPQ all transactions in OSC v12Content Hi all, Currently I have OSC integrated with CPQ and enabled with a tab from the Accounts object. In OSC, there is no way …