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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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… -
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… -
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… -
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… -
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,… -
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… -
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 …
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Opportunity Status valuesSummary Opportunity Status valuesContent Hi all, We are using the values of Status of Opportunity field OOTB. Same for Forecasting, Leads and Sales Methods and Sales Sta…
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Outlook PagesSummary Outlook Pages CustomizationContent Hi All, I have below set of questions regarding outlook pages : * Is it possible to make some fields read-only in outlook page… -
Unable to update Resource Role or Reporting ManagerSummary Users changed Organizations and now the Role and Manager fields are non-enterableContent I have two Sales Managers that swapped Regions. I updated the Organizati… -
Oracle CRM Cloud Services Customer Success Day - Sao Paulo, November 23, 2017Summary Thank You Message and PPT DecksContent Estimado(a) cliente, Em nome da equipe de Customer Success, agradecemos sua participação ao CRM Services Oracle Customer S…
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Prebuilt Analytics OSC v12- Opportunities & ForecastingSummary Prebuilt Analytics OSC v12- Opportunities & ForecastingContent Hi all, I need all the OOTB reports of Opportunities and Forecasting for the roles: Sales Managers…
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Incentive Compensation - simple roll over to next yearSummary Simple way to move everything from 2017 to 2018?Content Hi, I am trying to figure out the easiest way to move everything we have in 2017 into next year. Particip… -
Learn about the Executive Cloud Services (ECS) ProgramContent The ECS team is part of the Production Engineering & Operations organization and sponsored by Thomas Kurian, Steve Miranda, and Campbell Webb and engages with th…
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Sales Cloud Release 13 upgrade stepsSummary The link in the release 13 perform upgrade seems to take me to the release 11 upgrade doc, where is the release 13 upgrade guide?Content I am having issues acces…
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Customizing Forecast object OSC v12Summary Customizing Forecast object OSC v12Content Hi all, I need help to confirm if the following pages can be customized with the extensibility tools (Forecast object)…
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Sales Cloud R13 Gmail integrationSummary In R13 gmail integration is it possible to create a lead from gmail?Content In the R13 gmail integration is it possible to create a lead from gmail? I would like…