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Sales
Discussion List
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I want to change the notification time of Activity NotificationsContent (required): I have Activity Notifications set up and the notifications arrive at the same time every day. Is it possible to change this time? Version (include th…
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Display custom field as parts in layoutSummary: Team, I have a field phone number in a custom object which is displayed as parts (Country code , Area Code and Number) , would it be feasible to display it toge…
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Territory based Lead Assignment is not workingSummary: We have enabled Territory based assignment from profile options as per oracle documentation below: After running the assignment manually from UI on leads, assig…
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SOAP service to create custom Recurring Revenue in Oracle Sales CloudSummary: Hello, Hope you are doing well!! We have a requirement to create Recurring revenue in OSC with custom quantities (A schedule having different quantities for eac…
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Phenomenon where save and continue is not displayedContent (required): Custom object → Select Opportunities sub-tab → Create When I open the Create Opportunity screen with this procedure, save and continue does not appea…
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TestTest
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Error when changing the due date of a task that you are not the owner ofContent (required): If you try to change the due date of a task that you are not the owner of, you will get the following error. Insufficient privilege to update entity …
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Unable to see Mobile phone number in BI reportSummary: Unable to see in the report the contact Mobile number in the UI we are able to add mobile number however we can't see this field in any subject area is there an…
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Approval workflow for Prospect AccountSummary: Hi Team, We have a requirement where we need an approval for any account that user creates in Sales as prospect and once the approval is provided then only it c…
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How to import external attributes to the customers 360 (in the Sales --- Account navigation)Hi, I have created a custom field in the sales account profile using the sandbox. Afterward, I looked to import data into this custom field, but couldn't find a useful A…
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Creating appointments through the CX Sales side panel in Outlook 365Summary: Outlook 365 side panel creation of appointment activity Content (required): When an appointment (activity) is created through the CX Sales side panel in Outlook…
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How to create action/link to open a custom object's Create page?Content On an account, there are quick actions like Create Task, Create Appointment, and Create Service Request. Once clicked, it opens the create page for the correspon…
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How to enable recurring Activities (Tasks & Appointments) in CX Cloud?Summary: Need documentation on how to set this up for CX Cloud. I have found articles on this related to Next Gen but can't seem to find anything regarding enabling for …
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Account Auxiliary Classification Table NameSummary: I am looking for Account Auxiliary Classification Table Name Content (required): Can you please help me to find the table name which stores Account Auxiliary Cl…
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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…
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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…
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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 …
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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…