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
-
CX – Social Cloud UX Refresh, 26 March 2019, 9 a.m. PT - Submit QuestionsContent Submit your questions for the CX – Social Cloud UX Refresh session to have them answered during the live event. Post your questions by posting a new comment to t… -
Reset Record Number SequenceContent Hi, Please let me know how to reset the record number sequence of custom object Thanks -
New 'Import Management' Data Security aspectsSummary New 'Import Management' Data Security aspectsContent Its observed that even for Sales Rep and Managers this option is enabled for default Navigator > Import mana… -
Friendly From AddressContent Hi, We have configured couple of workflows where it will send a email notifications to the Agents and scheduled reports. Can we personalize the From Address of t… -
Need to expose the executive dashboards on Sales home pageSummary Need to expose the executive dashboards on Sales home pageContent We have developed an excutuve dashboard to contain 6 BI reports for the upper management users.…
-
Visibility and access to the ContactSummary Visibility and access to the ContactContent Hi all, I have this business requirement and I need your advice: Currently all Contacts created by any role, are visi… -
Sales Campaign - VisibilityContent Hi Experts, I am trying to explore the Sales Campaign functionality. I did the following steps 1. Created Users with Roles Sales Manager / Sales Representative 2…
-
User's SkillSummary User's SkillContent Hi all, When a new internal employee user is created as a Sales Representative, is there an OOTB way to store the employee's SKILL? That is, …
-
Can "Manage Users" be customized?Summary I'd like to create a custom field for Employee NumberContent Can the "Manage Users and Roles" screen be customized? I'd like to add an "Employee Number", but the… -
Account & Contact Objects - Second Email and Second PhoneSummary Ability to end more than one email address and a secnod phone number for a contact and accountContent On migration of data from MS Dynamics and Salesforce CRMS i… -
Icon not visibleContent Hi, I tried to enable the Sales Campaign. I have done the following steps. 1. Enable the Sales Campaign in the offerings 2. Create Sandbox 3. Enable it in Struct…
-
Incentive comp Guarantee Recovery issueSummary Trying to do 50% drawback, Oracle only supports 100% drawbackContent We are a chemical sales and distribution company currently implementing an end to end Oracle… -
Standard field lengthContent Hi, Where we can find the standard fields length (like Account.Name, Contact.First Name)? Kindly share the document if we have any. It will help us to define the…
-
Executive dashboard using Sales Page or OBIEE interactive dashboard?Summary What would be the benefit of using the BI dashboard?Content Hi, We want to create an executive dashboard, and can either do it in the OEC application dashboards/…
-
Custom report from Audit tableSummary CDM audit tableContent customer wants to see changes on Contact and Account in SUI. Anyone created custom reports based on audit tables (e.g. hz_organization_pro… -
Displaying all contactsSummary Displaying all contactsContent Hello all, Is there a way that when accessing the Contacts screen we can view all contact records? Thank you,
-
Lead Assessment conditional parameterContent Hi, Can we make the lead assessment parameter is required based on another parameter. Ex: If the value of the first question is Yes, then the second question sho…
-
CX Heroes for Modern CX 2019 is Live!Content Greetings Oracle Sales customers! To help you make the most of Modern Customer Experience and recognize you for your success and expertise, we are pleased to ann… -
Transposing Configuration XML files from SandboxSummary Transposing Configuration XML files from SandboxContent Hi, Good day. Is there a way to transpose the sandbox configuration xml files into a more comprehensive r… -
convert days into month and convert week into monthSummary convert days into month and convert week into monthContent Hello, I need to convert days into month and convert week into month in groovy. Version 18CCode Snippe…
-
Sales Cloud Swyx CTI ConnectionSummary How to connect Swyx CTI with Oracle Sales CloudContent Dear community, is there a good tutorial on how to connect sales cloud to a swyx CTI? The use case will be… -
My Top 5 Underutilized OOTB Features in OSC that Add Value to Sales UsersContent As a Customer Success Manager supporting Sales Cloud for both small and large organizations, I’ve run across a few common Out-of-the-box (OOTB) features that if … -
Expression Language ( EL ) and Cloud Applications. Take 2.Summary How is EL used within Cloud Applications and where can I find out information ?Content Due to technical difficulties experienced when we ran this session on the … -
Expression Language ( EL ) and Cloud ApplicationsSummary How have you used EL within the Cloud Applications or how would you like to use it ?Content Following on from the Award Winning HCM Cloud Personalizations - Show…
-
Cloud & Traditional AccountContent Hi, What is the difference between Cloud and Traditional Account in cloud.oracle.com? Traditional Account is used for monitoring the services which customer purc…
-
report and promptSummary How column prompt works within reportContent Hi All, Requirement: To show up all the territory members based on territories. I have created the report using OOTB… -
Email ID of current user loggedSummary Email ID of current user loggedContent Hi, How to get the email address of user currently logged into Sales Cloud. Can this be achieved using configuration or ne…
-
ICS Instance CreationContent Hi, This might be the wrong forum. I could not create new post in Integration forum. Our customer purchased ICS (ICS for SaaS edition). How many ICS instances we…
-
View External DataContent Hi, Can we just view the external data in Account/Contact 360 instead of storing it in OEC? Same like VBC/EBC in Siebel and Addin in OSvC. Thanks, Mohan Version …
-
Enabling OfferingsContent Hi, What is the best practice we need to follow to enable the offerings? Can we enable all the offerings which is available in the Test instance in order to vali…