Sales
Discussion List
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Sales Quota Plan ImplementationSummary:We are not able to use Quota Formulas and Distribution Formulas Content (required): 1. While creating a Quota Plan through setup and Maintenance, we got the opti… -
How we can add ribbon bar on UI page -Please refer attached screen shotSummary: Like Dev Instance Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, i…
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how to change the default Drop down list in the Account / Activities Subtab?Summary: Customer wants to change the default drop down list to 'All Activities' ( currently it's Open Activities). Could you please advise how this can be done? Content…
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How to restrict Partner Opportunity data from OSC userSummary: We need to restrict opportunity data which is created by partner to sales cloud users Content (required): Ex: Sales Admin or Sales Rep cannot see Opportunity or…
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Sales Account 'Prospect' to 'Customer' auto-conversionSummary: Here is my use case - I create a sales account with customer type 'ZCA_PROSPECT' in Sales, then I query this account in AR Manage Customer UI and add billing ac… -
Can we create report in OTBI where we can have the currency changed based on our requirement?Summary: Hi, I want to create a report in OTBI where I want to change the values of the currency field based on the currency I select. Say, the value in the currency fie…
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Profile option to Sets up a sales territory hierarchy that mirrors your sales resource hierarchySummary: I believe there is any profile to mirror the sales resource hierarchy to the territory hierarchy Content (required): Looking for a Profile option to Sets up a s…
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Territory Setup Use caseSummary: Territory Setup use case Content (required): I have the following use case for one of the territories: Dimensions: Address and account size A manager should see…
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POST works from POSTMAN but not from groovy triggerSummary: We are triggering the PAAS service to post the data from cx system, we are able to post and getting the response from 'Postman' when we try the same from groovy…
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possibility to modify a standard error message which is thrown when a user click on Qualify button.Summary: On Lead Landing page when users click on Qualify option from Action drop down this error is thrown "None of the selected leads can be qualified. You can only qu… -
How to restrict Account selection from other object DCL's (Opportunity, Lead, SR)Summary: Is there a way to restrict Account selection from other object DCL's (Opportunity, Lead, SR) to prevent users from being able to select Accounts that they have …
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How to change the recipient of Outlook notificationsSummary: We currently have an integration with OFFICE 365 and Sales Coud. Our client is requesting us that Outlook notifications reach a single user and not the owner of…
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How to Fetch data from custom object to Custom Child objectSummary: We have 3 custom Object called- Connection , Legal and Legal Child object when ever we create new records in connection and Check box field (ShowOnQualityPageLi…
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Audit Trail between Contact and Custom ObjectsContent (required): On the current setup, we have a custom object where we set Primary and Secondary Contact which are from the Contacts object. Any changes to the conta…
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Significance of Account hierarchy in Account ObjectSummary: I understand that we can maintain an account hierarchy in the account object and the same information can be utilized for reporting. Is there any other signific…
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How to configure Multiple Factor Authentication (mail and cellphone)Summary: Content (required): The client wants to have an MFA, he wants to achieve it by mail and not by cell phone, how can we achieve it? What are the best practices fo…
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[NGS] How to enable 'Digital Sales Room' using Next Gen salesSummary: Please provide the documents if any or share the process to enable 'Digital Sales Room' using Next Gen Sales/Digital sales Content (required): Version (include …
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About the interval at which P2T can be performedSummary: What is the feasible interval for P2T? (ex monthly, quarterly, etc.) Content (required): hi all, Let me ask you a rudimentary question. Is there a limit to the …
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Change History on Service Request not visibleSummary: I have enabled the audit on Service Request object. In the application composer page layout the subtab of change history is also enabled. On navigating to the S…
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Is there a way to add custom child object fields as columns in the Workspace list?Summary: Hi, In the current feature, custom child objects can be added in the Workspace filters but we're unable to add those fields as columns in the Workspace list so …
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[SFA]-[CX-SALES]Lead notification restriction for weekendsSummary: The object function triggers the notification for Saturday and Sunday as well, but we have a requirement that the notification should not be triggered on weeken… -
New extensible Hierarchy ViewerSummary: Need documentation on extensible hierarchy viewer Content (required): The Whats's new 23B documentation mentions a new extensible hierarchy viewer and refers to… -
How to format the time incase of 'PM'Summary: We are setting date and time to another fields , for AM it is working fine when we select the PM (ex: 6PM) it is giving as 6 AM only , attaching the sample code…
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Customer Data Management: Countries Supported by Address Verification Cloud Service & EDQ AVSummary: Customer Data Management: Countries Supported by Address Verification Cloud Service & EDQ AV Content (required): We have a requirement to do Address Verificatio…
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Arrange fields in layoutSummary: Hi, We have a requirement to organise the fields shuttled into a custom object detail layout , rather than appearing in order which they are available in layout…
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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… -
Sales Objects Layout Creation RestrictionSummary: We would like to know whether any restrictions available for Layout creation based upon count of layouts ? Content (required): at present we have implemented Or…
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how can we get the user activity log in sales cloud ApplicationSummary: how can we get the user activity log in sales cloud Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code s…
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How to schedule the Global function for a specific objectSummary: We have a global function to update few records from address section to header level , so we want schedule it on non-business hours , how do we schedule it for …
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We would like to be able produce reports in the past.Summary: We would like to be able to produce reports in the past. For example, the report gives the latest data, but if we wanted to export that same report with past da…