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Sales
Discussion List
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How to distribute Leads to managers sequentiallySummary: Hello everyone We would like to distribute leads to managers in sequential form, if we got through integration a lead we would that lead to be assign to manager…
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Is there any limitations on creating lookups within each object in the Workspace?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Are there any limitations on creating lookups within ea…Matei Niculescu-Support-Oracle 31 views 1 comment 0 points Most recent by Matei Niculescu-Support-Oracle
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Resolving Gaps and Overlaps based on Account Territory AssignmentsSummary: Using the sample territory gaps and overlaps BI reports, you'll be able to monitor gaps and overlaps in territory coverages for Prime territories assigned to ac…
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How to automatically Run Assignment for lead based on rules?Summary: How to automatically Run Assignment for lead based on rules? Content (required): How to automatically Run Assignment for lead based on rules? Version (include t…
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Transactions Transfer Report for China errorSummary: Seeded report : Transactions Transfer Report for China showing error with below error message. You can't split the transaction because the unit price exclusive …
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Microsoft Outlook Connector / Micosoft Sales 365Summary: I'd like to know if there is a script or way to uninstall Outlook Connetor all at once from all laptops. Content (required): Moving to Cloud Server . Version (i…
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Reduce Admin Burden when Resolving Gaps and Overlaps using Territories WorkspaceSummary: Workspace is a key differentiator for our customers and Territories Workspace provides a number of easy-to-use features for the sales operations team to improve…
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Add mashup in opportunity header**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: we want to add the mashup to the top of the opportunity screen Is …
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How to change email address, on object workflow Notification?What "From Address" means?Summary: What "From Address"(Go to Navigator > Common Setup: Object Workflow> Object> Sales Lead> select a lead > edit -> select email notification) means? How to change…Liliana Filip-Support-Oracle 184 views 1 comment 2 points Most recent by Liliana Filip-Support-Oracle
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Error in Sales Microsoft Outlook 365 setupSummary: Go to Setup and Maintenance Manage Microsoft 365 Enter Application ID, Key, Tenant ID Save Error Content (required): Facing following error on Save the details …
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Microsoft Tenant ID in Office 365 integrationSummary: While performing outlook setup in Sales, I came across an additional attribute called 'Microsoft Tenant ID', is this mandatory? as this attribute is not seen in…
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Opportunity to Sales Contract CreationSummary Opportunity to Sales Contract CreationContent We've a requirement to create Sales Contract from Opportunity. Is there any standard out of the box process that cr…
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Set Sales Quotas by sales representative without territories?Summary: We have not setup territories because all reps can sell all products. I want to use the existing reports for reps to show how they are doing against their quota…
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Need access to add Service Request as top level object for OutlookSummary: We have a service team that would like to use the Outlook Integration in conjunction with the Service Request object. Essentially, as the service team member re…
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How to fetch custom lookup values using REST APIContent Hi, We have a custom FCL created on opportunity and we need to fetch all its values using REST API. Can you please let us know how to access it using REST API Th…
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Is there any standard integration between Oracle Sales Cloud and Oracle Project Portfolio managementSummary Can an opportunity with "WON" status Oracle Sales Cloud trigger the creation of a project in Oracle Project Portfolio management?Content Can an opportunity with …
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Sales- MS 365 integrationSummary: Need clarity on following points. What should I know when implementing the Microsoft 365 Add-In? Here are some important things you should keep in mind when imp…
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Generate Data Quality Keys process is paused and blocked and not completedGenerate Data Quality Keys process is paused and blocked and not completed so pls need to know the cause for this issue
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Is it possible to modify the information that appears when accessing the help icon?Summary: Modify Workspace help information Content (required): When you access the Workspace, when entering, next to the literal 'Workspace' there is a help icon where c…Madalina Roman-Support-Oracle 41 views 1 comment 0 points Most recent by Madalina Roman-Support-Oracle
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Is Social is going to be available in future releases or will be deprecated**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: We wanted to know if Oracle social Network will be avail…Bodhisattwa Mukherjee-Oracle 42 views 1 comment 0 points Most recent by Bodhisattwa Mukherjee-Oracle
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Why Expected Close Date field it is not working if we use the Operators "Since" or "Until"?Summary: The Expected Close Date field it is not working if we use the Operators "Since" or "Until". Content (required): While creating(editing) a Routine Rule for Oppor…Liliana Filip-Support-Oracle 21 views 1 comment 0 points Most recent by Liliana Filip-Support-Oracle
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How can all users see my extra Sales on Home PageSummary: Users currently are not seeing both dashboards under Analytics on home page. Content (required): Users view is the first one. Admin view 2nd one. How do I get a…
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Manage Account Hierarchy link in Account Profile TabSummary: We are planning to hide the overview tab and replace it with a custom dashboard. But in doing so, we lose access to the Manage Account Hierarchy page. Is there …
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An error occurred while invoking task Manage Address Cleansing ConfigurationsSummary: While trying to invoke task Manage Address Cleansing Configurations there is error displaying "nable to retrieve content. Additional information for "Remote Reg…
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How to Create a Customer with Account Name Different from Party Name via SOAP API?Summary: How to Create a Customer with Account Name Different from Party Name via SOAP API? Want to use SOAP API to create a customer account having an account name diff…Jacqueline Li-Support-Oracle 51 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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Resolving error- The master record cannot be determined because the survivorship rules are inactive**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: Customer is using the merge functionality for the very f…
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Email, & Phone VerificationHi, As per the below link given below what is the configuration required for email and phone verification while creating contacts
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Duplicate sets is showing 0Duplicate sets is showing 0 while there is duplication
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How to update the Party Number of an existing contact?Summary: How to update the Party Number of an existing contact? Content (required): **This post was created as part of a How to Service Request SR ** Need to update the …Jacqueline Li-Support-Oracle 11 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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Not Able to Update Customer Contact Point via REST APISummary: Why Contact Point REST API /crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/ContactPoint only works for some PartyNumber? Content (required): **…Jacqueline Li-Support-Oracle 347 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle