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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Bulk Update profile option valuesSummary: Bulk update the values in profile option in Manage Administrator Profile Values Content (required): Hi All, I'm looking for an option to update the value of FND… -
Search Pattern in DCLHi, In the DCL field if I type Media I can see list of values starting with Media as below But I type GMBH I am not able to get the list of values I tried to use %GMBH% … -
If there is ability to import geography hierarchyHow to import geography hierarchy as i cannot find it in this doc https://docs.oracle.com/en/cloud/saas/sales/22c/faiem/import-your-geography-data.html#s20072220 -
What are the minimal fields needed for Contacts in Import ManagementSummary: I am looking to export contacts, then update some values, like Account Manager, and then want to - re-import. What are the minimal fields needed to do that Cont… -
Looking to use Export Manager to export Contacts that belong to Accounts owned by a specific UserSummary: Is there a way in Export Manager (and ultimately back into Import Manager) to query on Contacts that belong to Accounts where the Owner of the Account is a spec…
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How to identify Copied OpportunitySummary: How to Identify if the Opportunity is copied or if the opportunity is created from Create Opportunity button. In Oracle Support we have found document Doc ID 22…
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How to remove sales method name from sales stage in advanced search?**This post was created as part of a How to Service Request (SR) Summary: While using advanced search feature in Opportunity object for sales stage users are getting sal… -
How to navigate back to the same Opportunity Page after clicking on "Return to sales" on Quotes**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: How to make the user navigate back to the same Opportunity Page af…
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How to add custom cateogories for attachments in Opty**This post was created as part of a How to Service Request (SR) Summary: In attachment user are only seeing category as Miscellaneous OOTB and have to extend some addit…
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How to add the currency field in the creation layout of Opportunities in CX Sales Mobile?Release: 22C Summary of the question: I need to add the Currency field in the creation layout of the Opportunity Object in the Sales Mobile Application Supporting Docume…Hector Dantas-Support-Oracle 31 views 2 comments 2 points Most recent by Hector Dantas-Support-Oracle
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Need to get summary of failed records of Incentive Compensation Participant Detail Import processSummary: Need to get summary of failed records of Incentive Compensation Participant Detail Import process Content (required): I am submitting Incentive Compensation Par…
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Change history does not include the changes made on the line revenue**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: I activated the change history for the opportunity object, but it …
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Using formula text field in a workflowSummary: We have a requirement to capture multiple email addresses(comma separated) in a text formula field and use that in the Workflow Email task 'To Address' field. H…
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How many lines can be managed in one single sales order without any performance issues?Summary: How many lines can be managed in one single sales order without any performance issues? Content (required): Version (include the version you are using, if appli…
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Best Practices for a sales person leaving your company / terminatingSummary: What is the best practice for how to update a sales rep who leaves the company Content (required): What is the best practice for when an employee leaves. Should…
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Territory Assignment to Opportunities Using Custom Dimensions: Setup and DemoSummary: Overview of the Territory Custom Dimensions feature and a demonstration of the one-time setup steps to enable a Line of Business custom dimension and update the… -
How to make a field conditionally required in CX Sales Mobile App**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: We have a conditionally required field in SUI and will need to rep…Hector Dantas-Support-Oracle 21 views 1 comment 2 points Most recent by Hector Dantas-Support-Oracle
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Can we control access to that particular Note record based on a custom field?Summary: Content (required): we have a requirement to give/control access to a particular note record based on the value present in the Custom field. if u have any docum…
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Is there a way to autorefresh infolets on login?Summary: Is there a way to autorefresh infolets on login? currently if logged into oracle sales cloud, the infolets section shows up, but need to click on 'Refresh' to l… -
contact and contact pointsSummary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable):
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Cannot see Job title value when a contact is associated to opportunity**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: There is a jobtitle value in contact but when we add contact to op…Dragos Deak-Support-Oracle 11 views 2 comments 0 points Most recent by Prasanth Prabhu-Support-Oracle
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Enable email Notification for CX Sales ModuleSummary: Based on the Doc ID 2346344.1, we were unable to loacte the domain wise email enablements, We wanted to know this feature is currently supported or not ? Conten… -
How to Use REST API to Create a Resource User?Summary: How to Use REST API to Create a Resource User? Content (required): **This post was created as part of a How to Service Request (SR) ** Used the REST API: https:…Jacqueline Li-Support-Oracle 14 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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lead assignment rule and when click run assignment button its showing the below errorWe created rule based assignment Need to know the cause of this error "The message is The object to be assigned can't be found. Contact your help desk.."
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Am team in forecast but cannot see territoryWhy cannot see territory while am team in the forecast and what's the forecast delegation role
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How to create a new advanced search option to view opportunities created within 90 days?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Request is to modify an Opportunity UI List from Page Composer in …
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Adaptive Search Full-Publish Time Metrics for Large Data VolumeSummary: Hi, The adaptive search full-publish takes long time to complete. I wonder if that's expected and if we can optimize the running performance. Here is the detail… -
URL pattern for ManageHierarchyLinkSummary: Hi, Does anyone know what's the URL pattern for ManageHierarchyLink on Account Overview subtab? Thanks, Adam Content (required): as above Version (include the v…
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How can I get an export of the Industries for Accounts in Sales CloudSummary: We are looking to update the list of Industries in Sales Cloud. We were looking to start by exporting the list and then editing it and then updating the list of…