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Sales
Discussion List
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CX Sales Mobile Session TimeoutSummary: We are using 3rd-party identity service instead of Identity Cloud Service for SSO. One issue we have is that user needs to sign-in again and again once in a whi… -
Redwood - Can we have different sub view layouts depending upon different Parent objectSummary: Can we have different sub view layouts for different parent objects: For Example - Opportunity Sub VIew Layout displays differently for: Contact Screens Account… -
Oracle HCM Cloud - Schedule BIP Report without Credentials in PayloadSummary scheduleReport operation in the ScheduleService wsdl requires username and password to be sent to schedule a bip report in oracle hcm. Is there a way we can avoi…
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When Changing the Assign To the Lead Owner is changing by defaultSummary: Hi When i Change the assign To the Lead Owner is also changing. Also in Teams this Resource is default Owner. Can we restrict that when we change the Assign To …
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Quick Import Macros Files (32 and 64 Bit versions of Excel )Summary Quick Import MacrosContent The macros are a learning tool and not meant to be used for day to day transactional imports or the import of large volumes of data. T… -
Remove "Contains" Search Operator from a Custom Field in Advanced SearchContent We are updating our Saved Searches for Leads, and we have a custom field that we want to include in the Advanced Search as a search criterion. In the dropdown, i…
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Can we create our own Record Set and create our own criteria for records that can be searched?Summary: We have a requirement to only see CRM specific contacts when searching on CRM Objects (Account, Opportunity and Campaigns). Is there a way for us to filter thos…
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Can we merge records with Resource/HR Employee usage and custom party usage?Summary: Merge records with two different party usages. (Resource/HR Employee and Custom) Content (please ensure you mask any confidential information): Hi, We have a re… -
To Restrict User to add a 'Contact' to an Account if its already associated with some accountContent Hi, We have a requirement wherein we want to restrict the user to add a Contact to an Account if its already associated with some other account. Is there any way…
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Account drill down from LeadSummary Account drill down from LeadContent Is there a way to add an account drill down field to a lead? For example, once I convert a lead I want to be able to view the… -
Use <BillToSiteVO> as Related Object in Dynamic Choice ListSummary: In App Composer, the 'BillToSite' field on the 'Subscription' Standard Object uses as the Related Object on the Dynamic Choice List. I would like to use this s…
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NGS - How to remove related object data from object which is having one to many relationship?Summary: We are extending Oracle sales application using oracle visual builder. We have client foldout panel and subview so we when we have some records of client associ…Pratibha AdhavLTIMindtree 22 views 3 comments 0 points Most recent by Ravindra Sirigiri-Support-Oracle
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Feature Friday: Smart DataContent The Smart Data feature in CX Sales enables sales reps to add accounts and contacts into CX Sales with little to no manual data entry. At record creation, sales r… -
Export all dashboard pages from UISummary: Is there any option available to export all dashboard pages at once in UI Content (required): Version (include the version you are using, if applicable): Code S…
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Sales stage history report - count if revert to a single sales stage twice.Summary: Sales stage history report - count if revert to a single sales stage twice. Content (required): I am trying to create a report showing the number of opportuniti… -
How to configure sales coach in next gen sales in opportunities?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…Pratibha AdhavLTIMindtree 2 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle
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Sales Dashboard scrollingContent All, Is it possible to change the scrolling styles[PFA] on Sales Dashboards ?Customer is complaining that the scrolling options are not user friendly and they ma… -
Cannot Replace Saved SearchWe are trying to update one of the Saved Search for Opportunities. However, when we are trying to save the saved search, we are receiving an error: What would be the pos…
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Reports from external data sources such as analytics cloud to be support to appear in InfoletsSummary Reports from external data sources such as analytics cloud to be support to appear in InfoletsContent The CX Sales Development team indicates that reports appear… -
is there a way not to see ERP contact in Sales/CRM?Summary: currently we are having an issue wherein our CRM users see ERP contacts in workspace, but ERP users can't see the CRM Contacts, is there away we can avoid our C…
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How to make a text field values uppercase without groovy in oracle sales cloud accountHi Team, We have a text field, if which we would like to make the values to UPPERCASE without groovy in account object(oracle sales cloud). Please share your throughts!!…
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How to create a number field that is auto generated sequential integer like Record Number?Summary: We need to create a field of number type that should be unique like Record number. Currently we have a number field that is generating the next value via Groovy…
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Correct Field to get the value of Party Usage Code from Contact ObjectSummary: We are trying to create a groovy script in Contact Object to disable the update capability of the Account field when the attached account is an ERP Account. We …
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Is there a way to hash a string in groovy with SHA-256 algorithm?Summary: How to hash a string in Groovy? Content (please ensure you mask any confidential information): Hi Team, Our customer asks us to hash the contact email value wit…
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CX / OCI – Here’s What’s Cool about Recommendations in CX Content, 27 August 2020, 10 a.m PT - SubmContent Submit your questions for the Sales – Here’s What’s Cool about Recommendations in CX Content session to have them answered during the live event. Post your quest… -
How to verify if Matching Rules are working as designedSummary Validate MatchingContent One of the important feature in CDM is Matching functionality. This is obtained using Enterprise Data Quality (EDQ) which is integrated …
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CDM hierarchy change to trigger custom object updateSummary CDM hierarchy change to trigger custom object updateContent Hey, We have this requirement - Whenever the CDM hierarchy is updated, we would like to trigger an up…