Feature Kits
- CX Sales Mobile App for a Modern Mobile Experience
- Smart Lists for a Personalized Sales Experience!
- Actionable Infolets for effective and efficient task-based processes
- Use Access Groups to simplify access to segmented business data
- Office 365 Outlook Add-In for a Modern Inclusive CX Sales Experience
- Workspace for Fast and Easy Access to CX Sales and B2B Service!
- Import and Export Management for faster and easier data loading
- News Feed layout provides a fast home page and improved user experience
Sales
Discussion List
-
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…
-
Not found Security under Administration in Report DashboardSummary Not found Security under Administration in Report DashboardContent Hi All, I am not able to find Security under administration in Report Dashboard.Please find th…
-
How to set the estimated price to be in another currecncy rather than USDContent I already handled the default and the profile option for the currency and changed to be another one but how can make that in this row also need to be by default …
-
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…
-
Error while Exporting the data file from export management through ETL ProcessSummary Error while Exporting the data file from export management through ETL ProcessContent Hi All, As Oracle will discontinue File-Based Data Export we are moving the…
-
What are some OOTB infolets that are useful for Sales Managers and Sales Directors?Summary What are some OOTB infolets that are useful for Sales Managers and Sales Directors?Content I'm designing a dashboard and I'm trying to decide which infolets are …
-
Getting Error in Schedule Custom Groovy Object FunctionsSummary JBO-27023: Failed to validate all rows in a transactionContent Having an object function in Account object which fetch set of child accounts and copy attributes …
-
Extra fields are appearing at Address sectionSummary Extra fields are appearing at Address sectionContent At address section we are seeing some unwanted Long text fields for all countries in the system. "Website, C…
-
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…
-
When Implementing, Do the Right Thing!Summary A list of the features that you must use to get the best out of your implementation. Content At Oracle, we continually strive to deliver the enhancements that yo…
-
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…
-
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 …
-
OEC (Sales) and Contact Address ValidationSummary Does Oracle Cloud (ERP) Sales utilize Vertex Updates if you are licensed for themContent I am taking a stab at asking this question. Does entering Contacts in Sa…
-
ARCHIVE - 2020 CX Sales Learning SessionsSummary An ongoing archive of CX Sales Cloud Customer Connect sessions covering the latest product news, updates, and best practices.Content *This post is continuously u…
-
How to Pass Multiple Parameter in SOAP Request from GroovySummary Trying to call SOAP request of ESS submit request and passing 5 parametersContent The ESS job submitted with last parameter passed in the request. The other 4 pa…
-
Assignment Service WSDLSummary Need help on the Assignment SOAP serviceContent I need to submit account assignment job through webservice from groovy and below SOAP service I found in the Orac…
-
Is there any profile option to set Account Owner as Territory OwnerSummary Is there any profile option to set Account Owner as Territory OwnerContent Can anyone please let us know, Is there any profile option / OOTB setting that sets Ac…
-
How to pass dynamic parameter to POST API from GroovySummary Need to pass dynamic parameter to Account REST API in the post call from Groovy script
-
DCL- Not fetching recordsSummary DCL- Not fetching recordsContent Hi All, There is a DCL field in the deal object.When the user tries to search for the records the records are not coming/showing…
-
-
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 …
-
Error Pop Up - ADF_FACES-60097 Server Exception During PPR #4Summary Error Pop Up - ADF_FACES-60097 Server Exception During PPR #4Content Hi All, When user clicking on the property from the Opportunity object an error was throwing…
-
Run BIP report with callback from integration layerSummary anyone has done this?Content Hi All, I'd like to build an orchestration flow in integration layer to run BIP report and notify the BIP job completion through cal…
-
Workspace Smart Actions - New Actions and Customization abilitySummary Additional Smart Actions and ability to customize Smart ActionsContent Hi, Some common tasks listed below performed by our users on OOTB objects in workspace are…
-
Getting "Invalid State" error in GroovySummary Trying to set fetch size for View ObjectContent I have a groovy script which will fetch records from Custom Object and process with Account object. Normally groo…
-
Need Vertex data in OSCSummary Is there a way to use Vertex data in OSC to sync the OSC/EBS addressContent Hi All, I am looking for the Vertex data load in the OSC. Here is the use case- My Cu…
-
how can use the same opportunity mapping that done on the test to the productionSummary How can export this mapping
-
error occurred while importing data: OpenCursorException.Summary Importing data into Account object and few records error with OpenCursorExceptionContent I'm doing an data import into account object to update parent account fo…
-
How to filter the child object field value using query param(q String) in REST APISummary we need to filter the child object field value without consider the header field reference.Content For Example:If filter AssetType="Active" means below mentioned…
-
Get Child Accounts from Parent Account RecordSummary Need to fetch list of child accounts from parent account record in groovyContent Need to perform update on the child account whenever parent account attribute go…