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Sales
Discussion List
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Unable to access Sales tabContent Hi, I have the Sales roles attached as in screenshot but still could not able to find Sales tab in the login Is there anything still missing Thanks -
Disable the synchronization from outlook to CRMContent Hi, We have a synchronization from CRM to Outlook for Contact Object. We would like to disable the synchronization from outlook to CRM, we would like to just hav…
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Customer Data Management Cloud as a standalone cloud serviceSummary Is Customer Data Management Cloud available as a standalone cloud service?Content Hello, I was looking at the Customer Data Management Cloud documentation and no… -
Approve/Reject not available under Bell iconContent Hi, After upgrading to 19C it is found that Approve/Reject link which use to be under bell icon is not available now Is this bug or any config missing which to b…
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Page IntegrationContent Hi, I am able to call APEX page through Page Integration but found that the display of page if not full shown Is there any setup need to be done please advise Th…
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LightboxContent Hi, To enable Lightbox is there any role need to be attached to the user in 19D Thanks
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Oracle Sales AssistantContent Hi, Please help me to configure Sales Assistant in OSC 19D version Thanks
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Office 365 Outlook with Sales CloudContent Hi, I am looking for step by step document for Outlook 365 installation for Oracle Sales Cloud 19D. Please share and is highly helpful for demo Thanks
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Mashup ContentContent Hi, Can anyone please help me to register web application to embed in sub tab in opportunity screen Thanks
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Outlook Integration with 19CContent Hi, Is there any document available for outlook integration with Sales Cloud 19C Thanks
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Sales – Meet Oracle Sales Assistant, 30 October 2019, 9 a.m PT - Submit QuestionsContentSubmit your questions for the Sales – Meet Oracle Sales Assistant session to have them answered during the live event. Post your questions by posting a new commen… -
Attachments in Email TemplateContent Hi, I have custom object with attachment field enabled is it possible to pass the attachment in the custom email template Please suggest Thanks
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Checkbox value in email notificationContent Hi, In the email notification received it is found that checkbox value if checked is printed as TRUE and FALSE if unchecked. How to decode and print as YES for T…
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Preview Access to the forum for Adaptive Search and WorkspaceSummary Instructions to apply for preview access to Adaptive Search and Workspace User ExperienceContent Welcome to the Adaptive Search and Workspace User Experience for…
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Alternative way to create custom fields in sales cloud without using Application ComposerSummary Alternative way to create custom fields in sales cloud without using Application ComposerContent Hi I am looking for the possibilities to create custom fields in… -
Avoid duplicate records while import objectContent Hi, In the custom object (Supplier Details) need to know how restrict to avoid duplication while importing the records. Thanks
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Import data from landing pageContent Hi, As we have option to export data from action menu in the landing page is there any option to import data Thanks
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Make custom object read-onlyContent Hi, Once all the information in the custom object is saved it should be read-only for other users. How can this be achieved ? Thanks
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Use Currency Daily RatesSummary Use Currency Daily Rates in custom objectContent Hi, Under setup and maintenance --> Manage Daily Rates the daily rates are maintained. Attached screenshot How c…
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2017 CRM OD CAB - Chicago, ILSummary Decks from the 2017 CRM OD CAB hosted in Chicago on June 22-23, 2017Content Hello everyone, On behalf of the Oracle Cloud Customer Success Management (CSM) team …
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updating merge customer contacts not working "crmService/FoundationPartiesPersonService "We recently completed the merge of customer contacts, which processed successfully with a 200 OK status for bulk customer contact records. However, upon reviewing the re…
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Video: Dynamic Links - a deep-link standard that works with both Redwood and Classic UI for CX SalesDynamic Links - a deep-link standard that works with both Redwood and Classic UI for CX Sales With 25B, a new dynamic link URI/API format is available to deep link into … -
Webinar: Get Started Today With The First Enterprise Agents for CXApril 1, 8 AM Pacific | 11 AM Eastern Customer experience teams across marketing, sales, and service need to accelerate to keep ahead of customer expectations, but they … -
Video: AI for Sales Automation (Webinar Replay)AI for Sales Automation (Webinar Replay): Watch this replay of the AI for Sales Automation webinar delivered by our colleagues in Oracle Europe. https://videohub.oracle.…
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Redwood/VBS - how to query by date?Summary: Hello! I am attempting to query by date inside a template using the query function on my fragment. I've tried all of the date formats that I can think of, with …
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Additional fields in attachementHi, I have enabled attachment field in custom object and the screenshot is provided below. Now there is requirement to add two new fields from the page show below. Two f…
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Date and Timestamp of Attachment FieldHi, I have enabled attachment field in a custom object. When a file is attached how can the date and timestamp be captured. Thanks
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Video: CX Sales Add-in for Microsoft OutlookCX Sales Add-in for Microsoft Outlook: Introducing the CX Sales add-in for Microsoft Outlook 365, bringing the power of CX Sales into the Outlook user experience https:/…
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Video: User InformationUser Information: Obtaining details about the current user in a Javascript action chain https://videohub.oracle.com/embed/secure/iframe/entryId/1_3mxejvt8/uiConfId/35965…
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Video - Modifying the Data on a PanelModifying the Data on a Panel: Change the dynamic form that control the data in a panel https://videohub.oracle.com/embed/secure/iframe/entryId/1_7mkv76bi/uiConfId/35965…