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Sales
Discussion List
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Schedule Custom Groovy Object Functions process issueSummary: Schedule Custom Groovy Object Functions process still running even I have cancelled it Content (required): have submitted Schedule Custom Groovy Object Function… -
Is there a way to have DaaS fill out the NAICS codes on the (new) accounts?Summary: We want to use DaaS to create and enrich our customer accounts. We have created a custom mapping which includes all the possible NAICS fields, but this field is… -
How to show infolets on homepage of a mobile app?Summary: Hello, we have infolets on the web interface and we would like to use a few (1X1, 2X2) on the main screen of the mobile app. Content (required): how can this be…
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How to enable document number sequencing for Customer created on Sales Cloud? (Customer Registry ID)Summary: How to enable document number sequencing for Customer created on Sales Cloud? (Customer Registry ID which will flow to Receivables) Content (required): How to e…
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Merging Contacts Created By PartnersSummary: Hello everyone. Hope the community can help us with a CDM merging topic. We have both internal employees and Partners utilizing CRM together. Employees have ful…
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Send specific field information from AR to CX Sales AccountsSummary: Content (required): Hi all, We have a requirement to send the customer class information from Receivables to CX Sales Accounts. How we can achieve that? If you …
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P2TSummary: I need to refresh my Test Environment and have a few questions. Content (required): I originally asked Oracle Support to refresh my Test CX environment but they…
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In Application Usage Insights how the percentage increase / decrease is calculated?Summary: . In the dashboard, for the second point of information 'How much has the count of contacts increased or decreased?' the outcome is '-129%'. Which we understand…
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How to customize the pages where contacts are added from other modulesSummary: We want to customize the pages where contacts are added from different modules such as leads, opportunities, accounts, etc. Content (required): We need to custo…
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Action - Save and Edit Record guidanceSummary: I'm trying to develop a new action. The Groovy script works great. Problem is the Address area of the UI that I'm updating doesn't refresh. I'm hoping set the A…
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DCL condition is not working as per drop down for Resource objectSummary: We have created Resource DCL field in custom object. We need to see in DCL drop down Email address of the Resource not Name of the Resource Content (required): …
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How to include the search option in the "country code" attribute for the telephone fieldsSummary: Include the search option in the "country code" attribute for the telephone fields Content (required): We want to include the search option for the country code…
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Is it possible to change the value of the EmailAddress attribute to null?Summary: Content (required): Hello community. I need to change the value of the EmailAdress attribute in Contact to a null value, try the following code but it shows me … -
Can we get the deep links for import managementSummary: Can we get the deep links for import management in sales cloud. We checked under Tools- deep links but nothing is mentioned for import management deep links. Co…
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Sales Account OwnershipSummary: Hello! Is it possible to create a Owner (to be assigned to accounts and contacts)without having to create a user with a license assigned? Content (required): He…
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Forecast submission windowSummary: My Submission Window07-23-2023 to 07-29-2023 Why is the forecast doesn't consider the current month? I would like to submit a forecast for the current month. Co…
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Workspace - Dependent Filters and Next/Previous RecordSummary: Hi, Can you help to answer the following questions with Workspace/Adaptive Search in the Simplified UI? 1. Is it possible to enable dependent filters? For examp… -
Can a Business User access Sales and Service both ?Summary: My business user needs to work on Service and Sales both like Opportunity and Service Request access both. So can we provide them both access at same time ? Con…
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Can we change format of the response when running BI Report via SOAP?Content (required): Currently, when running a BI report via SOAP (SoapUI), we are receiving a response payload which contains the ReportBytes encoded data in base64 form…
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Attachment is not coming in Resource Object.Summary: Can we add Attachment in Resource Object. Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets th…
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Can Eloqua write to a child object in CX Sales?Summary: We are trying to identify if Eloqua can write to a child object on the contact record in CX Sales. Content (required): We are collecting information through an … -
Sales Planning Cloud Integration with ERP (Incentive Compensation), EDMCS and EPBCSSummary: Is there a documentation which provides the out of the box integrations of Sales Planning Cloud Content (required): Is there a documentation which provides the …
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Can we enable 'Contains' operator for Account field in Activity objectSummary: Can we enable 'Contains' operator for Account field in Activity object Content (required): Hi Team, We have requirement where Customer is asking to enable 'Cont…
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Sales Quota Plan ImplementationSummary:We are not able to use Quota Formulas and Distribution Formulas Content (required): 1. While creating a Quota Plan through setup and Maintenance, we got the opti…
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How we can add ribbon bar on UI page -Please refer attached screen shotSummary: Like Dev Instance Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, i…
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how to change the default Drop down list in the Account / Activities Subtab?Summary: Customer wants to change the default drop down list to 'All Activities' ( currently it's Open Activities). Could you please advise how this can be done? Content…
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How to restrict Partner Opportunity data from OSC userSummary: We need to restrict opportunity data which is created by partner to sales cloud users Content (required): Ex: Sales Admin or Sales Rep cannot see Opportunity or…
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Sales Account 'Prospect' to 'Customer' auto-conversionSummary: Here is my use case - I create a sales account with customer type 'ZCA_PROSPECT' in Sales, then I query this account in AR Manage Customer UI and add billing ac…
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Can we create report in OTBI where we can have the currency changed based on our requirement?Summary: Hi, I want to create a report in OTBI where I want to change the values of the currency field based on the currency I select. Say, the value in the currency fie…
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Profile option to Sets up a sales territory hierarchy that mirrors your sales resource hierarchySummary: I believe there is any profile to mirror the sales resource hierarchy to the territory hierarchy Content (required): Looking for a Profile option to Sets up a s…