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Sales
Discussion List
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CX Sales + Microsoft Teams capabilitiesSummary: Once MS Teams is integrated with Sales - How it can be put to use apart from book example below, 1. Directly from the opportunity UI, salespeople can simply cli… -
Delete one of PhoneType Home row from Contact Using CSV Import - How ?Summary: Contact Object > Open Contact Record > Attribute 'All Phones' > Manage All Phones > Type = Home ...Now there are 4 phone records available Work Type, Land Type,…
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How to mass delete lead records?Summary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable):
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How to make the Email and Primary Phone fields mandatory in the contact moduleSummary: We need to condition the Email and Primary Phone fields as required Content (required): We need to condition the Email and Primary Phone fields as required, we …
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VAT number and fiscal code validationSummary: How to implement VAT number and fiscal code validation in Sales Content (required): Is there a standard functionality or a recommended service we can use in ord…
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Effective usage of header and empty spaceSummary: Customer would like to customize the below screen to display informative content as and when required. How to use this space to customize as desired. NOTE: Cust…
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CDM Merge RequestSummary: Content (required): Is it possible merge request can only be submitted by the Owner of the Contact in CX Sales Version (include the version you are using, if ap…
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CDM Merge Record SelectionSummary: Content (required): Can submitter select the record(contact) during the merge request submission which record to retain as a master in CDM/CX Sales. Version (in…
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CDM Merge Request Field SelectionSummary: Content (required): Can we choose which fields (i.e. a mix of primary and secondary). May be that user has to choose Master record and update fields? Version (i…
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How to use geography dimension in Business Plan Objectives? (and how to create new dimensions)?Summary: How to use geography dimension in Business Plan Objectives? (and how to create new dimensions)? Content (required): I enabled geography dimension for BP Objecti… -
Facing java.lang.NullPointerException while converting Lead to OpportunitySummary: We are able to create Lead and Opportunity after migration , but when we are trying to convert the lead to opportunity we are facing the below issue java.lang.N…
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Can a partner user be given quota and access to forecast?Summary: Can partner users participate in quota/forecasting? Content (required): Is it possible to set a partner user (e.g. partner sales representative) as a territory …
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How to make Sales Performance Infolet visible for all sales representatives?Summary: Sales Representatives cannot see each others percentages in below infolet. I (saled administrative) can see everyone percentages. I added the CRM Analysis Duty …
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Show an error message in button create quoteHi In Quotes and Orders subtab into opportunity object, we need to show an error message when I do click in "Create quote" button if already exist a quote but the action…Juan Sebastian Montero Castelblanco 61 views 5 comments 0 points Most recent by Siraj Syed -Support-Oracle
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Audit report for territory changes?Summary: Can the Audit Reports access be given to custom role, and also restrict the Product and Business Object Type selection? Content (required): For security audit p…
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Business Plan Objective Split not availableSummary: Hi, I'm creating some objectives for business plans and the action "Split" is not available under actions. Already checked on App Composer and the action is add…
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How to remove fields from the contact address sectionSummary: Greetings! How can I remove the fields 'Postal Code' and 'Address Line 3' fields from the Contact Address section in the lead creation page. Thank you. Content …
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Is there a way to show the BPM worklist comments in the Opportunity objectSummary: Is there a way to show the comments of custom approval workflow which is triggering the approval notifications from object workflows of opportunity object in Op…
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How to add a field grouping to a desktop page?Summary: Hi, I want to add a field grouping to 'Person' Page on Customer Data Management Tab in fusion . Content (required): I want to add a field grouping to 'Person' P…
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Using Sales territory coverage Vo (TerritoryDimensionalityPVO )in GroovySummary Not able to use Sales territory coverage Vo (TerritoryDimensionalityPVO )in groovyContent Hi All, i'm trying to fetch territory name based on the coverage, and i…
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Need to know API for getting territory details from Team's tab on Account page in OSCSummary: Content (required): Can you please help us by providing the API call to get the details of territories under the Team's tab in Accounts(Attaching screenshot for…
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Vertex ORAMAST import to CDM GeographySummary: Hi, We'd like to use Vertex ORAMAST data file as the source for CDM Geography. As per CDM implementation guide, it's supported. Can you help with the following … -
Data Security Policy Mapping for Leads in the UI and OTBISummary Using different security in OTBI to HCM Cloud Content Would it be possible for you to give me an example of this solution: https://community.oracle.com/customerc…
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What is the best practice for managing a work email and a personal emailSummary: We have contacts that have both a corporate email and a personal email, that they often register for webinars with, what is the best practice for having both em…
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Its important to know if there is ability to add quota for specific product item not groupWe need to add new sales goal for specific a certain product not a group. For example: we have one resource , we need to say that this resource will sell for example 10 …
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Where to define end point to call through Topology manager in groovy scriptsSummary: Access dynamic URL through groovy scripts with below code, oracle.topologyManager.client.deployedInfo.DeployedInfoProvider.getEndPoint('OPA_HUB_URL') Where to d… -
Modify the Opportunity Outcome valuesSummary: We don't want to have a value of "No Sale" as an Opportunity Outcome, what is the best way to remove that from the list of options for an Opportunity? Content (…
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Roles required for Resource DirectoryHi, What roles are required to access Resource Directory please ? -
Page ComposerHi, What exactly the role is required to have Page Composer enabled for my username please Thanks
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What is the URL / endpoint for calling an Object Function?Summary: I cannot find all the necessary information necessary for calling an "Object Function" written in Groovy via a REST API from an external REST client. Content (r…