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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Area mentioned under "Sales" learning pathSummary doubt if the Area mentioned under Getting Started With Sales Cloud > Right panel > Area: Sales Force AutomationContent I have doubt if the Area mentioned under G…
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How To Avoid Local Search in CX Mobile App?Summary How To Avoid Local Search in CX Mobile App?Content We were looking for further updates on How To Avoid Local Search in CX Mobile App? (Doc ID 2379651.1) and how …
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Add "Does Not Contain" Operator for Queries within major ObjectsSummary Especially for Leads, a does not contain operator would be extremely useful. Any updates on if this is in queue for a future release?
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Multiple Quota VersionsSummary We need to have multiple Quota versions maintained for the same fiscal year and need to keep track of all versions for reportingContent In our industry we have a…
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Unable to see import data as in UI as Sales RepresentativeSummary Unable to see import data as in UI as Sales RepresentativeContent Hi, I have imported data for Account and contacts in Oracle Sales cloud thru File import activi…
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CX – Oracle Responsys 18C Update Overview, 23 August 2018, 8:00a.m. PT - Submit QuestionsContent Submit your questions for the CX – Oracle Responsys 18C Update Overview session to have them answered during the live event. Post your questions by posting a new…
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Using Sales Cloud to manage relationships with your internal customersSummary I am curious to know if anyone is using Sales Cloud to manage relationships with their internal customers (sales reps, sales managers, VPs, marketing).Content We…
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Oracle Sales Could Data Quality ScoresSummary Oracle Sales Could Data Quality ScoresContent My goal over the next few weeks is to understand how data quality scores in Oracle Sales Cloud are measured. Does a…
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Sales Readiness Training for Update 18BSummary Watch the latest Sales readiness training for Update 18BContent Want to watch the latest Sales readiness training for Update 18B? You can visit the Sales Readine…
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What is best way to access HCM Cloud data From Oracle CX CloudSummary What is best way to access HCM Cloud data From Oracle CX CloudContent Hi All, We have recently gone LIVE on Fusion Core HCM,. Now, we are in the process of imple…
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Best practice for customizing opportunitySummary Customizing opportunity for quantity based modelContent Our company has a quantity based model for working with sales rep opportunities.. Sales rep can only prov…
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R13 upgrade impact to custom reportsSummary R13 upgrade impacts to custom reports outside of the Shared > Custom folderContent Oracle has listed the following as a pre-cutover task for the R13 upgrade: Any…
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CX Mobile app Calendar and iPhone Calendar does not SyncSummary CX Mobile app Calendar and iPhone Calendar does not SyncContent After making the setups as per the document below, sync is still not working. Is there any other …
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Opportunity FlowSummary How to track revised revenue in opportunity linesContent With reference to opportunity flow in Sales cloud, we have one scenario in which I seek guidance from cl…
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CX – Oracle CX for Consumer Goods 2018 @ 8:00 a.m. PT - Submit QuestionsContent Submit your questions for the CX – Oracle CX for Consumer Goods session to have them answered during the live event. Post your questions by posting a new comment…
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Consumer Goods Retail Exceution - Payment RestrictionSummary Consumer Goods Payment RestrictionContent Hello All, For Oracle Fusion Sales for Consumer Goods Retail Execution, Upon creating orders and payments from within m…
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Consumer Goods Retail Exceution - Route SettlementSummary Making route settelment mandatory at end of dayContent Hello All, For Oracle Fusion Sales for Consumer Goods Retail Execution, Can we force Salesreps to perform …
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Doing Heroic Work but Missing the Cape? Become a CX Hero.Content It’s serious business fighting off the industry villains like rising costs, proliferating channels, disconnected experiences, or unmined data. Whether you’re a s…
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Oracle Sales Cloud Customer Success Day – Atlanta, March 21, 2018Summary Post-event Thank You MessageContent Dear customers, On behalf of the Oracle Sales Customer Success Management team, we wanted to thank you for participating in t…
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Oracle Sales Cloud Customer Success Day – Santa Clara, March 15, 2018Summary Post-event Thank You MessageContent Dear customers, On behalf of the Oracle Sales Customer Success Management team, we wanted to thank you for participating in t…
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Territories view in Account-Leads-Opp and ForecatsSummary Territories view in Account-Leads-Opp and ForecatsContent Hi all, I have created the Sales Territory with my setup user. First Proposal and then activated. Then,…
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Announcing: Territory Modeling course now available at Oracle UniversityContent I am pleased to announce the availability of the Oracle Sales Cloud: Territory Modeling online course, now open to customers worldwide: The direct link to the co…
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Info Required on Release 13 securitySummary Account Access Restrcition in Release 13Content HI All, Can we have the similar document for Release 13. We need to do the same activity and I'm not sure if any …
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FREE pre-conf education at MCX 2018 for Oracle Sales CloudContent Hi Oracle Sales Cloud community, Just wanted to make sure that you heard that we're bringing back the popular pre-conference education AND for the first time, of…
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Create a workflow that sends e-mail to the lead's contact address when it's triggeredContent The attached document contains the following steps plus a screenshot of the screen described herewith. * I have a workflow that I want to send an e-mail notifica…
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CX – Oracle CX for Financial Industry, March 15, 14, 2018 @ 9:00 a.m. PT - Submit QuestionsContent Submit your questions for the CX – Oracle CX for Financial Industry session to have them answered during the live event. Post your questions by posting a new com…
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I do not have the latest release 13. How do I get provisioned for it?Summary Do I have to perform any steps to upgrade to the latest Release?Content How do I know what release I am on? I have not been provisioned for the lasted release. H…
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Opportunity Win Probability (%) field - read onlySummary Opportunity Win Probability (%) field - read onlyContent Hi all, How I can that the field "Win Probability (%)" read-only?. Without anyone being able to modify t…
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Product Revenue Table – OpportunitySummary Product Revenue Table – OpportunityContent Hi all, I need the entire Opportunity Products grid to be read-only. No possibility to remove line items or change / a…
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Scheduled Process - Close Out OpportunitiesSummary Close Opportunities if effective date is less than today as a scheduled processContent I am looking for a way to hopefully create some sort of scheduled process …