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Sales
Discussion List
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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… -
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…
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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… -
Reporting in Sales PlanningSummary Highlights of the Reporting Capability in Sales PlanningContent In Sales Planning, reporting is critical to understand target quotas, forecast or determine attai…
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HZ_PARTY_PREFERENCESSummary HZ_PARTY_PREFERENCESContent I'd like to check if we can use Party Preference for our preference requirement. Do we know where we maintain the lookup codes for CA…
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Obtaining the additional Address attributes via script.Content Does anyone know how to get the values for the additional attributes of the Address ? AddrElementAttribute1 AddrElementAttribute2 AddrElementAttribute3 AddrEleme…
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Display the city names in a different language while the User language is still English?Summary: Content (please ensure you mask any confidential information): Our clients have a requirement. We need to display the City, State names etc in their country's l…
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asset not available in postman, but available in data tableSummary: Issue: We are not able to find an asset in Postman but available in the data table. The asset owner got deleted, and due to this we are getting an error while o…
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Is it Possible to change font style of BPM Email NotificationSummary: **This post was created as part of a How to Service Request (SR) Is it Possible to change font style of BPM Email Notification
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Rollups in WorkspaceHow to enable Aggregates in Workspace
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Email Address Validation on UISummary: How to validate the contact Email Address in UI? Is there an out-of-the-box validation available? using REST or Regex groovy? Content (required): Version (inclu…
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Create Contract from OpportunitySummary Create Contract from OpportunityContent I was able to create a Contract record from Opportunity using the groovy script below. However, I hardcoded the value of …
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Office 365 Outlook Add-In for a Modern Inclusive CX Sales ExperienceSummary Configure once - updates are automatic with zero maintenance required from the sales team!Content Office 365 Outlook Add-In gives you access to your CX Sales dat… -
In Redwood Time zone field On activity Create page is showing as a text field.Summary: On SUI of Activity create and edit page we have Time Zone field which is showing as Fixed choice list with List of Values. But when we tried to arrange similar …
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oracle sales cloud backup strategyHi , We are looking for a strategy to complete backup all the object configurations and data in our oracle sales cloud. As per oracle documentation there is no way for o…
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CX Sales Mobile App for a Modern Mobile ExperienceSummary Get the new app for a consistent and seamless experience!Content Use the new optimized CX Sales Mobile app to get to your information faster and with ease. The m…