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
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Return link in OBIEE DashboardSummary We want to have a link that will return from the dashboard to the main view in Analytics Tile.Content We want to have a link that will return from the dashboard … -
Extract numbers from stringSummary Extract numbers from string in groovyContent I have below type of string in my output response in groovy. I need to extract unique numbers from this string and s… -
Perform 'Run Assignment' on Account Object using ScriptSummary Perform 'Run Assignment' on Account Object using ScriptContent Hi I have a requirement to perform territory assignment operation on account automatically when th…
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Sort AccountsContent Hi, In the accounts landing page how to have the account name sorted in alphabetic order. Thanks -
Is it possible to by pass territory based visibilty using groovySummary Need option to select customer from other territory in opportunityContent Hi All, We have an senario where sales user need to create opportunity for customer in …
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Sales – CX Sales 20D-21A Updates for SFA and PRM, 21 October 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 20D-21A Updates for SFA and PRM session to have them answered during the live event. Post your questions by postin… -
CSM tool - Incoming tabSummary CSM tool - Incoming tab - schedule "Apply" buttonContent Hi all, In Navigator> Configuration> Migration> Incoming tab, when the Import process is successful, 3 b… -
How to know which SQL predicate used on partiular DCL filedSummary Is there any way which sql predicate is constraing in values out of all prdeicates on objectContent Hi All, Currently sales user is not able to see all account r…
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Throwing Warning MessageContent Below is the script we'd created that will display a warning message. def warning = 'Customer Account is outsde your Market Unit.' adf.error.warn(warning) Issue:…
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FSM migration for pods with multiple language packsSummary how to migrate?Content Hi, For the pods which have multiple languages installed, how do we migrate setups? For example, I have English, Indian, Japanese installe… -
Session Topic?Summary What would you like to learn more about?Content We are currently planning the rest of our CX Sales sessions for the rest of the year. What topics would you like …
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Add a banner with the POD in the page templateSummary asking about references on using HTML Markup component in Page COmposerContent Hi there! good afternoon. We would like to identify clearly the POD a user is conn… -
I am not able to see Activities associated with Business plan in analysisSummary Not able to see any result for Custom subject area having relation between Activity and Business PlanContent Hi, I have created the custom subject area of Activi…
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How to populate sales record values into opportunity Page using Groovy ScriptContent Hi Team, We are in the middle of implementing CPQ. We currently have an email workflow triggered by a condition on the opportunity. What the business wants is to…
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Data visibility from CDM to ReceivablesSummary TCAContent Quick question - I wonder if anyone experienced the following and how you addressed it. Here is the detail, I create a Organization (Party) and Addres…
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Sending emails from LeadsSummary Sending automatic emails/SMS from LeadsContent Hi all, Is it possible to send automatic email or SMS notifications to contacts/accounts when a Lead meets certain…
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Data Splitting in to other columnsSummary Data Splitting in to other columnsContent Hi All, In the current lease object scheduled export process there is Column "General Comments" which contains data. Fo…
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Complimentary Data Health CheckSummary Understand the accuracy and quality of your address, email, and phone dataContent Oracle, in partnership with Loqate, will now be offering a no-cost address data…
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Can we customize the OEC Login Page?Summary to customize the login pages to differentiate Dev, Test and PROD environmentsContent Hi all. Do you know whether is possible to modify the login page of Oracle E…
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Sales Mobile appSummary Sales Mobile appContent Hi all We are using the mobile app named "Oracle CX Cloud Mobile". There is a new app called "Oracle CX Sales". Is it necessary to change…
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No Territories in SalesforecastContent Hi, When I navigate to Sales Forecasts I receive the message as in screenshot is any config still missing ? Thanks
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Sales ForecastContent Hi, I need to setup sales forecasting for which I am looking step by step setup methods in simpler way Can you please assist than sharing Oracle docs. Thanks
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Dimensions in TerritoryContent Hi, I am not able to find option to add Dimension to the territory, attached the screenshot Thanks
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Display revenue lines on Opportunity as SubtabSummary Display revenue lines on Opportunity as SubtabContent Hi Currently, as part of OOTB standard page layout, we can see revenue lines coming at the bottom of opport…
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User Should not be able to qualify a lead before accept or rejectSummary Should not be able to qualify a lead before accept or reject (Owner)Content Should not be able to qualify a lead before accept or reject, Can we customize that u…
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WhatsApp Integration - CX SalesSummary WhatsApp Integration - CX SalesContent Hi all, Is there a native integration between WhatsApp and Oracle CX Sales v20C? I need to integrate them for the automati…
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How to go to opportunity screen after lead conversionSummary How can I open the newly created opportunity screen after successful lead conversion.Content Is there any way to go to Opportunity screen after lead conversion i…
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Adjust landing page spacingContent Hi, Is there way to adjust the fixed spacing between the columns in landing page at site level. Thanks
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Sales - 10 Things You Didn't Know CX Sales Can Do Today, 1 October 2020, 9 a.m PT - Submit QuestionsContent Submit your questions for the Sales - 10 Things You Didn't Know CX Sales Can Do Today session to have them answered during the live event. Post your questions by…
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Sales – Actionable Infolets for CX Sales: Office Hours, 29 September 2020, 8 a.m PT - Submit QuestioContent Submit your questions for the Sales – Actionable Infolets for CX Sales: Office Hours session to have them answered during the live event. Post your questions by …