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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Learn With Bite VideosSummary: We are excited to announce the launch of Bite Videos for Fusion CX Sales Cloud. As the name suggests Bite videos are short videos (2-3 mins) that help to learn,…Priscila Terazawa - Support-Oracle 71 views 0 comments 4 points Most recent by Priscila Terazawa - Support-Oracle -
24C Update - Decommission for Impersonating a Partner User FunctionalitySummary: Starting with 24C, the Partner Relationship Management Impersonation functionality will not be available anymore. The feature will be decommissioned due to secu…Priscila Terazawa - Support-Oracle 855 views 13 comments 4 points Most recent by SaiVenkatasubramanian
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Your Guide to Success: Implementing Redwood Sales with Best PracticesWe are excited to present our Redwood Implementation Checklist and Playbooks, thoughtfully developed by our product team. These guides are designed to help you track you…
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Opportunity and Lead Territory Assignment Flexibility Using Custom DimensionsSummary: Overview of opportunity and lead territory assignment flexibility using custom dimensions feature and a demonstration of the one-time setup steps to enable a cu… -
Role required for Sales forecastHi, What is the role required for Sales forecast please Thanks -
Enabling High Performance Access Group Rule Processing on Customer Stage PodsHigh-Performance Access Group Rule Processing helps improve performance by enabling millions of records to be processed in minutes, not hours. It uses the high-performan… -
Territory Custom Dimensions OverviewSummary: This is an overview and demonstration of the Territory Management custom dimensions feature. Content (required): Sales organizations can use up to 10 custom dim…
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Early Adopter access to Native Sales AI/ML features Similar Accounts from Sales Prediction frameworkSummary Instructions to request for Early Adopter access (Promo Code) to Native Sales AI/ML features Similar Accounts, Sales Prediction framework within CX Sales Content… -
Sales – Innovation Showcase: Help Desk, 29 March 2021, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Innovation Showcase: Help Desk session to have them answered during the live event. Post your questions by posting a new co… -
21A Release HighlightsContent The 21A release of Oracle CX Sales is GA and is the first of four releases planned for calendar year 2021. Highlights from this release include: * Smart Lists: S…
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Feature Friday: News Feed Home PageContent The News Feed home page layout is our recommended way for you to give your users a fast, easy to use home page. To help you understand and quickly switch to the … -
Feature Friday: FavoritesContent Beginning in 21A, sales people can now mark and view their favorite records in Workspace, from record’s edit page, or in the CX Sales Mobile application. This ma…
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Feature Friday: Access GroupsContent Access Groups make it easier for application administrators to provide user access to segmented business data such as Accounts, Contacts, Opportunities and Custo…
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SQL Based LookupsContent Hi, Is it possible to create DCL based on SQL query any possibilities please advise Thanks
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Read only for user records of different BUContent Hi, All the opportunities created by Namos UK BU users should be viewed in read-only mode for the users who belongs to Namos US BU. Please advise on the solution…
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Sales OrgContent Hi, I have created sales organisation and assigned to user under Manager Users but again when I query for same Sales Org to assign to another user it is not gett…
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Change History ReportContent Hi, I have enabled Change History for the custom object would like to know is there any seeded report to get all the audit information captured in Change History…
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Sales – Best Practices: Collaboration Tools to Leverage in Place of OSN, 14 December 2020, 8 a.m PTContentSubmit your questions for the Sales – Best Practices: Collaboration Tools to Leverage in Place of OSN session to have them answered during the live event. Post yo…
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Change HistoryContent Hi, I configured change history for opportunity and from actions clicked synchronize still could not find Change History tab enabled in opportunity details page …
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Restrict Contacts on BUContent Hi, Similar to data restriction to objects such as Leads and Opportunity based on the BU assigned to the resource is it possible to achieve the same for Contacts…
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Resource in more than one BUContent Hi, I have two business units UK BU and US BU and resources added to the respective BU and Sales Org are able to view their data which is working fine. Challenge…
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Display All BUs in Leads and OptyContent Hi, In the leads and opportunity screen able to view only the default view but the user would need to have all the BUs to select from the list of values. Is ther…
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Restrict based on BUContent Hi, I have two BU one is Sales UK and Sales US based and if the an user is assigned with Sales UK business unit and if an user is assigned with Sales US business…
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Territory SetupContent Hi, Currently the application is running for EU and now need to get US region for which territory setup is required. Please help me with the setup required Thanks
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Sales – CX Sales 20B-C Updates for SFA and PRM, 14 April 2020, 8 a.m. PT, Submit QuestionsContent Submit your questions for the Sales – CX Sales 20B-C Updates for SFA and PRM session to have them answered during the live event. Post your questions by posting …
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Cannot find page in structureContent Hi, I have create page under Page Integration and when I tried to search in Structure but could not find the object. What could the reasons for this issue ? Than…
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NotesContent Hi, Once I create notes in accounts I could not view them again ? Is there anything missing to view them Thanks
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Account OwnerContent Hi, I am not able to find account owner from drop down in the account creation form and in search window Attached screenshot Thanks
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Error in Accounts importContent Hi, Found the error as attached in screenshot
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Import AccountsContent Hi, To import accounts and its associated objects like address, classification, relationship, notes etc can I zip all and do in single import. Else need to do in…