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Sales
Discussion List
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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…
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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.."
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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…
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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…
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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 …
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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
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How to check the upgrade cycle for Sales CloudSummary: We need to check what is the upgrade cycle for our Sales Cloud test instance. From where can we check the same? Content (required): We have a UAT cycle so we wa…
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How to assign a custom Role to a Partner ContactQuestion :How do you add additional/custom roles to the Manage User's Page role dropdown for Partner Contacts Body: I created a custom role and would like to assign this…Kyler Thomas-Support-Oracle 31 views 2 comments 0 points Most recent by Declan Cunningham-Support-Oracle
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How to populate additional tabs on Product catalog Product Details**This post was created as part of a How to Service Request (SR) Release: 22b Summary of the question: We have products in the Inventory but when we consult them from an…Kyler Thomas-Support-Oracle 21 views 2 comments 0 points Most recent by Declan Cunningham-Support-Oracle
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How to change notification preference at the Site Level?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to change notification preference at the Site Level? Supportin…
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How to Enable Custom Field Missing From Import Mapping In Import Management?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: Activity Outcome (XXAOutcome_c) custom field is missing …Swathi.Lemati-Support-Oracle 35 views 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle
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Is there any way to get a promotion code for the Digital Sales Next Gen UI featureSummary: I am the gate keeper of Sales Cloud GC3 environment, For internal project, I need to access the Digital Sales Next Gen UI feature. But it seems I need to a prom…
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Request Additional information about Next Gen User Experience**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: One of the new feature of 22C is the Next Generation User Experien…Robert Mutton-Support-Oracle 41 views 1 comment 0 points Most recent by Robert Mutton-Support-Oracle
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Why Does 'Request for Information' Not Available for Deal Approval Notification ?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: OOTB Action - 'Request for Information' does not appear …Swathi.Lemati-Support-Oracle 11 views 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle
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How to create contact automatically from from custom fields at the lead ?Summary: Hello everyone , the customer want to create the contact from custom fields at the lead , that contains the data he needs for contact definition , when he conve…
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Deep Link for Manage Account HierarchySummary: Hi, We'd like to add OOTB Manage Account Hierarchy in a custom VB page. Can you advise if there is a deep link we can use? If not, how can we construct the URL …
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Issue with dates passed from Lead object to Activity object using groovySummary: When creating a Lead, an Activity record is generated automatically through Object Workflow. I'm using two dates from the Lead to set Activity's Start and End d…
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CX Sales - Object ProductGroupItem not considered in API's Endpoint for PRODUCT and PRODUCT GROUPSummary: It is suppose that the "relationship" between a Product Item and a Group Item is registered in object ProductGroupItem. But I can't find API Endpoints to create…