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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Disabling Activity Status valuesSummary I just want to disable values in Activity status but I cannot untick it.Content We have our values for the Activity Status field and we're not going to use the e… -
Ability to populate user defined Record ID to Custom Object in Import MgmtContent Ability to populate user defined Record ID to Custom Object in Import Mgmt Do we have an ability to specify the custom value in import Mgmt/REST API to populate … -
REST API for Resource RolesSummary Do we have any REST?Content Hi, This is for our VBCS build work. Do we have REST API to retrieve all resource roles (note - not the job roles)? I checked the API… -
How to make Account Type on Mobile App Read OnlySummary Mobile App scripts to make standard field read onlyContent Our requirement is that our sales team can create new accounts of type Prospect which is the default v…
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Temporarily preventing imported CDM accounts from being visible in SalesSummary We have a requirement to import source system billing accounts with an expectation that they will be merged into their applicable master CDM account. We do not w…
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REST API to retrieve Address CountrySummary RESTContent Quick question - We are building a custom page in VBCS and need to read all the countries from CX Sales through service connection. Do you know the R…
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Global search for New account in unqualified lead.Content Global search is not showing results when the account is a new account in leads, the lead is not converted yet hence account is not created. Use case: A new lead… -
Sales – Setup Assistant and Quick Import Macros: Office Hours June 2020, 16 June 2020, 8 a.m. PT - SContent Submit your questions for the Sales – Setup Assistant and Quick Import Macros: Office Hours June 2020 session to have them answered during the live event. Post y… -
Groovy Builder in Object WorkFlowSummary Count records in Groovy Builder linked to Custom ObjectContent Hi I have a custom object in the application composer created with 2 columns; Column A with numeri…
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Maximum number of Audited fields per objectSummary Best Practice for Audited fieldsContent We are planning on auditing quite a few fields on our objects, both standard and custom objects. Is there a best practice…
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Attachment import with zip file (1000+ file and 140+ MB)Summary file name was blanked out automatically after uploadingContent Hi, We are importing attachment for Account object on Import Mgt UI. Here is the issue we have, In…
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Attachment Import with Web ServiceSummary https://pod/crmRestApi/resources/latest/importActivitiesContent Hi, Has anyone imported attachment successfully with WS? I can import the attachments to Account …
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Using Query Parameter in RESTSummary Using Query (q) parameter in REST APi with more than one attributeContent Hi guys, Im trying to query a set of records that matches 2 attributes exactly via REST… -
Difference between ProductGroupItemId ,ProductGroupId, ItemCatalogGroupid columnsSummary Difference between ProductGroupItemId ,ProductGroupId, ItemCatalogGroupid columnsContent Hi I have exported ProductGroupItem data and Product data from export ma…
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What are the uses of Employee & Resource Roles in OECSummary What are the uses of Employee & Resource Roles in OECContent Hi All, I want to know a good description for roles Employee and Resource What is the purpose of Emp…
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Migrating from Dev1 to TestContent Hi All Is there a way to make a clone of Dev site into test site? As we have lot of customization and configuration are done on the first test site, moving them … -
Sales – CX Sales: Modern CX Virtual -- Mobile & Bots, 10 June 2020, 10 a.m. PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales: Modern CX Virtual -- Mobile & Bots session to have them answered during the live event. Post your questions by po…
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Sales Cloud for OutlookSummary Make Object Read-onlyContent Quick question - Any documents on how to make these objects (Account, Contact) read-only in Sales Cloud for Outlook? Thanks, Adam Ve…
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ContentRepositoryFileSharedSummary ContentRepositoryFileShared and its purposeContent Hi team, Hope you are doing well in this trying times. While we are obtaining results attachments via REST (su…
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Does Territory Changes Execute Account TriggersSummary I have Update Trigger in account object, does it get executed if any changes happen in account territoryContent If any user removed or added as part of territory…
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Custom object security assignment errorSummary java.lang.nullpointerexceptionContent Quick question - when we try to assign security to custom object through the following paths in app composer, it errors out…
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Office 365 Outlook Add-In for a Modern Inclusive CX Sales ExperienceSummary Configure once - updates are automatic with zero maintenance required from the sales team!Content Office 365 Outlook Add-In gives you access to your CX Sales dat… -
Web service call to retrieve token and use another webservice call to send updateContent I need to take a web services class but I have a requirement NOW that I need some help with. Within a Function I'm supposed to make an API Call to an external sy… -
How to give acess to Create/ Update/Delete Sales Account for the UserSummary Sales User Should Only Access to Create/Update/Delete Account not Others Object privilegeContent Hi, There is an requirement where as the sales user should have … -
REST API Batch Processing To Create Multiple Records not workingSummary REST API Batch Processing To Create Multiple Records not workingContent HI All, We have ingratiation between EBS(r12) to OEC, we have to do batch processing of r…
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Bad Request when trying to update OOTB Object using Batch REST Service callSummary Created Update Trigger on MDF Request object to invoke a Batch REST API to update a recordContent Hi, For a particular requirement, we planned to use the batch R…
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How to identify Opportunity team member is manually added or Rule based assignmentContent Hi Team, A scenario where a customer is adding manually team member to Opportunity, and some times they are using rule-based assignment to add the members. Now h…
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Sales – CX Sales: Modern CX Virtual - Integrated Lead Management, 28 May 2020, 8 a.m PT - Submit QueContent Submit your questions for the Sales – CX Sales: Modern CX Virtual - Integrated Lead Management session to have them answered during the live event. Post your que…
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Oracle Sales Planning ToolSummary Is Oracle Sales Planning tool part of Oracle Sales CloudContent Hi All , A quick query - Is Oracle Sales Planning tool part of Oracle Sales Cloud or is it a sepa…
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Reports from external data sources such as analytics cloud to be support to appear in InfoletsSummary Reports from external data sources such as analytics cloud to be support to appear in InfoletsContent The CX Sales Development team indicates that reports appear…