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Sales
Discussion List
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Territory Custom Dimensions OverviewSummary: This is an overview and demonstration of the Territory Management custom dimensions feature. Content (required): Sales organizations can use up to 10 custom dim… -
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… -
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 41 views 2 comments 2 points Most recent by Hector Dantas-Support-Oracle -
Can Sales Assistant be enabled for "Oracle Sales and B2B Service" ?Summary: Sales Assistant enabled for "Oracle Sales and B2B Service" ? Content (required): Oracle documentation is to enable "Sales Assistant" for Teams and Mobile CX. Is…
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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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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 81 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 51 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 61 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.." -
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…
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Approve From Mail With a Custom Template**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: is it possible to approve or update any field from the mail templa… -
How to Add/Update the Classification Codes for CUSTOMER_CATEGORY ?Summary: How to Add/Update the Classification Codes for CUSTOMER_CATEGORY ? Content (required): **This post was created as part of a How to Service Request (SR) ** Versi…Jacqueline Li-Support-Oracle 31 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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Un forecasted item not showingWhen the un forecasted items are displaying?
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Digital Sales - Account HierarchySummary: Hi, We'd like to manage account hierarchy in Digital Sales with the following capabilities - Add Child Remove Child Are these features supported? Thanks, Adam C…
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Rename Action Menu Item**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: We have requirement to rename the "Copy" action menu item in Busin…Dragos Deak-Support-Oracle 51 views 1 comment 0 points Most recent by Oana Grigorie - Support-Oracle
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Is there a way to lock down an assessment once questions are answered?Summary: Once someone has completed all of the questions in an opportunity assessment, is there a way to make the assessment read only so that no further updates can be … -
How to handle the lead duplication with the same contactIf create lead with the same contact with the same mobile so need pop up message showing this there is already lead with this existing customer.
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Best practices for automated testing on the Fusion platformSummary: Are there any recommended practices for automated testing on Fusion apps (CRM, HCM, etc)? Content (required): Hi. I was wondering what is the common practice fo…
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Object Workflow StatusHi, For any submission of object workflow is there any OTBI or BI report available to check Thanks