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Sales
Discussion List
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What is a role that allows the export and import of all objects, including all custom objects?Hello Community, We are looking for a role or set of privileges that allows the export and import of all objects, including all custom objects, within our system. Could … -
Which is the table of Manage Hierarchies in CustomersI would like to know the table involved in Manage Hierarchies for Customers. I defined a hierarchy for a customer and I would like to make a report with this. Regards, S…
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Puedo habilitar una auditoría de un Lead con todos los detalles de modificaciones?Hola Quiero saber si es posible habilitar una auditoría para ver con más detalle qué usuarios han editado y qué modificaciones se han realizado en un Lead (oportunidad p…
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Can we schedule export job for eveydaySummary: We need to export account object data on weekly basis. i am only getting option to One time schedule. Is there a way to schedule it on weekly basis. Content (pl… -
UI Branding in oracle sales cloud applicationHi All, We have the request from customer to customize the UI of sales cloud. Customer would like to make following changes in the sales application. change the Font of …
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Deep link of Lead creation pageSummary: What is the Deep Link URL available for the Sales Lead creation page. We are able to get the same for Service Request Create page, however not able to get the s…
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How to unselect the selected rows in a dynamic table in Redwood extension?Hi Team, We are doing a Fusion extension using Redwood , where we are using a dynamic table inside a dialog , where the data source is a SDP , also the multi select prop… -
Is it possible to delete an existing value in field > person_middle_name using FBDISummary: Using FBDI ( bulk Import ) template or Customer Import Spreadsheet ( UploadCustomersTemplate ) is it possible to delete an existing value in field > person_midd…
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Hierarchy is not been imported in CDM through import managmentSummary: After Importing a Hierarchy.csv file through import management, in the UI job status says completed but the Hierarchy is not created in UI. Please let me know w…
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How can we export attachments from opportunity objectSummary: We want to know the process to export all the attachments from opportunity object. Content (please ensure you mask any confidential information): We want to exp…
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Sales Insights AI feature Opportunity effectiveness data is not getting updated properlySummary: Sales Insights AI feature Opportunity effectiveness data is not getting updated properly Content (please ensure you mask any confidential information): Sales In…
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Files which are exported in Export Management, Do they get uploaded into Oracle Content Server?Summary: We have Data migration activity planned and we are looking for if we can get the exported files on Oracle Content server. Content (please ensure you mask any co…
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how to extend the expiry of retired lead in salesonce the lead is retired, it stays in database for 15 days before getting removed permanently. 15 days is a default value, so exactly where can we change the the number …
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Do import artifacts need to be generated post quarterly upgrade?Summary: We've been generating import management artifacts after each upgrade since we started using Oracle Sales Cloud. They appear to be already generated as part of t… -
CX SaIes CDM: Is it possible to create a custom table in backendSummary: We have a requirement in CDM to create a custom table in ERP backend in order to maintain a relationship which currently does not exist in ERP. If this is possi…
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Is Object Workflows Execution Schedule working?Content (please ensure you mask any confidential information): I set up Email Notification on Update for Activity in Object Workflows. When a record is updated, it is tr…
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Restrict Activity Access to specific user(s)We've used access groups to allow our organizations users visibility into all records (Accounts, Contacts, Activities, etc.) so that any user can assist a customer. Howe…
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how can we get all data out from Oracle Sales and CPQ directly into Oracle Database.Summary: how can we get all data out from Oracle Sales and CPQ directly into Oracle Database. Content (please ensure you mask any confidential information): In terms of …
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Add Territory Team to Partner Team on Territory AssignmentSummary: On territory Assignment on Partner the Team Members from territory do not get Added to Partner Team Automatically. Is there a Customized workaround for this? Co…Anubha Vijayvergiya-Oracle 13 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle
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How to change root user in sales HierarchySummary: Hi All, We have a requirement of changing root user in the hierarchy, Existing root user has to come under this new user. How can we do that. is it possible to …
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Lead to Opportunity Conversion not creating a new accountSummary: The REST Lead to Opportunity conversion smart action allows users to select two options to create new contacts/accounts: enableCreateContact enableCreateAccount…
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Way to export the OOTB attributes and descriptionHello, We have a requirement here to export the OOTB attributes and description. Need to know in which way we can achieve this. Any help relevant to above is appreciated…
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Is Redwood experience (Service Center) available to Partner Relationship ManagementHi Team, We have the visibility of SR in simplified UI, when we assign the SR to Partner User. But the user doesn't have visibility to Server Center - Redwood Version of…
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How to give user role based condition in action chain?Organization: Terex Corporation Summary: We want to give role-based condition on OpportunityOnCreate action chain. I have tried giving this condition but it is not worki…
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Unable to filter the audit report based on the Partynumber /party site numberWe have requirement that, need to filter the audit report based on either party number/party site number.
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Enable Mass Update option to Owner fieldSummary: Enable Mass Update option to Owner field Content (required): Hi, We see that Owner field does not have the option to enable mass updatex. How can we enable this…
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How can we disable / remove the 'Delete Note' Action from Note Object and Edit of the Note RecordSummary: We do not want to allow the user to delete the created notes and also once the note create should not allow to edit the record , how can we achieve this. Conten…
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Hide Channel Manager Section From Partner PageSummary: Attached is the partner page. Need to remove/hide highlighted section (Channel Manager) from partner profile page. Content (please ensure you mask any confident…
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what is the process of Quote and orderSummary: What is the process for quotes and orders without CPQ, and how is the data displayed? Content (please ensure you mask any confidential information): Version (in…
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Unable to Import Customer hierarchy for CDM using Import managementSummary: I am trying to import Customer Data, To create Parent and child relationships in CDM module in DNB hierarchy Using Import management Hierarchy Member. While imp…