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Sales
Discussion List
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Lead Conversion: Can AddressType be set on new contact address in lead to contact copy mapSummary: We have a business requirement to set the AddressType to 'GENERAL_MAIL_TO' on the address that is copied from the lead to contact during lead conversion. Settin… -
CX Routines - Time Zone in emails taking standard +00 TZ.Hello, We have configured routines for one of the Client, wherein an email will be triggered to owner if Original Date (Custom DateTime field) is within next 7 days. Now…
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Get data from Oracle CRM to PowerBIHow to get data from Oracle CRM to PowerBI? Additional info: We are trying to get data via Web. We are using this URL: http://servername.fa.us2.oraclecloud.com/crmRestAp…
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Update the Create RElationship for COntacts layout using smart actionSummary: We are trying to use Smart Action to call for Create Relationship Under the Contact Object. It was able to trigger the create layout. However, the layout is not…
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Best Practices for Product Catalog and Price ListsSummary: Is there anywhere that outlines the best practices for working with products, catalogs and price lists For example, how do I deal with products we no longer wan…
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Deleting Product GroupsContent Hi All , Is it recommended to delete Product Groups ? What are the impacts on existing Opportunity with the Products Groups already added ? We are on release 19D… -
What to done to see notes section in "Log a call" smart action?Organization: Terex Corporation Summary: What to be done to see notes section in "Log a call" smart action? I am seeing it for one user and for another user that section…
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Enterprise Structure SetupSummary: We have rolled out the setup for CX sales and in progress of configuring the products for CX service. Service module require Products setup, this process expect…
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Bell Notifications not displayingSummary: Hi, We have written some groovy script to trigger bell notifications following the documentation but nothing is being shown when it is triggered. And in runtime…
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Notes : Adaptive Search via RESTIs there a way to search Notes via Adaptive Search REST?
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Anyway to add an unique validation for specify field in Oracle fusionHi All, I am trying to check make some field unique(eg. D-U-N-S number about customer). Is there any way to add such validation? Thanks in advance! Version 24B
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Activities cannot be searchedActivities cannot be search on normal ADF UI, but can be searched on workspace. These activities have been created via import. What is the possible cause and solution of…
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opportunity revenue typeSummary: How should I display data of upside, committed, committed at risk in forecast? Content (please ensure you mask any confidential information): Version (include t…
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How to show the left pannel into opportunitiesIn the demos there is a left panel with 3 tabs: Analytics, Pipeline, Opportunity Kanban. How to enable this in our environment? -
In the Enable Sales Intelligence feature the data for leads is showing differentIn the Enable Sales Intelligence feature under setup and maintenance, the data for leads contact recommendation and lead validation recommendation is showing different f…
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Organization Type not appearing in Accounts PageHi, I have added organization type Consumer Industries and Mid Market but it is not appearing in Accounts page. Attached screenshot. Thanks -
Is there any possibility to capture the cost/ expenses in Partner Management?Is there any clear cost capturing during all the process (For resources & PR/PO) & how to charge to partner for expenses.
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AttachmentsHi, In the custom object I created field for attaching documents Please let me know is there any size limit for the file to attach and will this support multiple attachm…
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How to make Revenue line Item Amount as read only or not-updatable conditionally?Summary: When the revenue line is CloseWon, we do not want the Revenue Line amount to be changed. A new data field, Opportunity Revenue - Fields - Amount (API SplitParen…
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How to make Revenue line item Amount as read only fieldSummary How to make Revenue line item Amount as read only field
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Need a confirmation pop up message while clicking the delete button in Opportunity screensSummary: Hello, do we have the ability to add a confirmation popup message on click of delete button in Opportunity screen? Content (please ensure you mask any confident…
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How to rename a panel in redwood?Summary: In Redwood, How can we rename a custom panel which has M2M relationship. Content (please ensure you mask any confidential information): Version (include the ver…
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How to use associated sales account of a contact as a Contact Match Attribute in CDMSummary: I want to use the associated Sales Account of a contact as a Contact Match Attribute for Contact Duplicate Identification. When I checked the list of available …
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How can we export state codes of a country in CDM?Summary: We need to extract and export the State Codes of specific countries in CDM so we can create a transformation mapping in our middleware. How can we extract/expor…
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Business event/trigger/WF not working when product is imported from PIMSummary: Hi, Our products come from CPQ to PIM, and then we use scheduled process "Import sales products from PIM" to display the products in Sales Products UI. In this … -
Creating a new opportunity form and process, without effecting the current one.Summary: We would like to build from scratch a new opportunity form and process without effecting the existing one. Content (please ensure you mask any confidential info…
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Not able to translate Custom Sales Stages in OpportunitySummary: We are having some custom Sales Stages as per our requirement. But we are not able to find an option to translate those Sales Stage values. We are trying to tra… -
Configuring Fields in Application ComposerSummary: We are looking at the possibility to change the LOV associated with a Fixed Choice List Field that is already published with a Sandbox and are looking for ways …
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what is process behind revenue, Gap and pipeline display in oracle cx salesSummary: how should revenue, Gap and pipeline data display in oracle cx sales. Content (please ensure you mask any confidential information): Version (include the versio…
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Why is there a delay in showing the recurrence activity in Sales Calendar?Summary: We are creating a recurring appointment -Team Huddle Type and it has a 30 mins or more delay in showing on the calendar. We have set up the recurring appointmen…