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Sales
Discussion List
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Create a number sequence in a custom field on the leadHow to generate a number sequence every time the user creates a new lead? In Opportunities, create a trigger to have the following sequence: last two digits of the curre… -
How to check Object workflow e-mail(s) if sent successfully to the userSummary: Content (required): is there a way we can check if workflows email was sent properly to the user? it is similar to email logs that been sent to the users via ob…
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How can give admin access to only specific leads and cannot see and edit other leads using access gHow can give admin access to only specific leads and cannot see and edit other leads using access group -
Creating Webservice with Dynamic ParameterSummary: Dynamic parameter in webservice to apply in URL Content (required): Oracle supports dynamic parameter in webservice, however when it applies to URL hostname it …
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Sales person user cannot edit Created appointment as added as team member to itSo how can enable sales person user to edit the appointment details when he/she added as team member in the appointment.
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Change how opportunity revenue line amount is calculated.There are 2 custom fields: Field 1: Sale price Field 2: Tax 1 I need the result of multiplying (Field 1 * Field 2) is reflected in the Amount field of the opportunity in…Syed Misbauddin-Support-Oracle 73 views 4 comments 0 points Most recent by Syed Misbauddin-Support-Oracle -
How to use Opty id in rest service to get particular opty details**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Can we use Opty id in rest service to get particular opt…
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How to enable Microsoft 365 Integration for another Identity provider?** This post was created as part of a How to Service request (SR) Release: 22C Summary of the question: Did the initial setup of Microsoft 365 integration with default i… -
Has Oracle CX an option to export data to SFTP?Summary: Has Oracle CX an option to export data to SFTP?
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Import Management - Add Product to Product GroupSummary: While importing Products through import management, how to add Sales products to existing products groups? Content (required): I have Product groups already cre… -
How can we fix this date format error on a newly created Smart Action in Workspace?Summary: We have created a new "Create Opportunity" Smart Action under "Activities" in Workspace. When clicking on the new Smart Action "Create Opportunity" a date forma… -
Industry: 2022 NAICSWhen will the 2022 NAICS group be added as a classification category?
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Validation In Create Quote ButtonQuestion : We have the create quote button in Quotes and Orders subtab, when exist a quote and the customer try to create another quote must be appear a message saying t…
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Custom object DCL is not showing any data in cx sales mobile appSummary: We had created custom object DCL in Lead object, user is able to search for the data in WEB but in mobile unable to search anything when they click on DCL to se…
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Best Practices when a Sales Rep leaves - what do you do with their accounts, contacts, etcSummary: When a Sales Rep Leaves, and you do the other process to disable them, what is the best practice for re-assigning thier accounts, contacts, etc. to another user…
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External Data Loader IssueSummary: Got an error when trying to Import data using External Data Loader Content (required): When execute an Import command for External Data Loader, I got an error m…
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Business event for CDM (AR account, AR account site, AR account site use)Summary: I checked erp business event and soa infra event catalog, and I cannot find create/update business events for AR account, AR account site, AR account site use. … -
Enabling High Performance Access Group Rule Processing on Customer Production PodsSummary: Enabling High Performance Access Group Rule Processing on Customer Production Pods High-Performance Access Group Rule Processing helps improve performance by en… -
Looking to override the Last updated date/Created by Date for opportunities in crmQuestion : We did a migration from an old system and the Created date we tried to use from the old system did not seem to take in CX Sales. Is there a way to update the …Kyler Thomas-Support-Oracle 21 views 4 comments 0 points Most recent by Syed Misbauddin-Support-Oracle
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How to add information to the opportunities sales coach sectionSummary: How to add information to the opportunities sales coach section Content (required): Customer needs information on how to add information to the opportunities sa…Chetna Sharma-Support-Oracle 41 views 1 comment 0 points Most recent by Chetna Sharma-Support-Oracle
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How to unlock a Product GroupSummary: How to unlock a Product Group Content (required): On Manage Product Groups a product is locked by john.galvez@corficolombiana.com when loggedin with that user n…Chetna Sharma-Support-Oracle 61 views 1 comment 0 points Most recent by Chetna Sharma-Support-Oracle
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Role required for Sales forecastHi, What is the role required for Sales forecast please Thanks -
How can we enable reports in the oracle cx sales mobile application?Summary: How can we enable reports in the oracle cx sales mobile application? Thank you Content (required): Version (include the version you are using, if applicable): C…
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Why Save & Continue button is missing in Deal Registration creation page after enabled workspaceSummary: Save & Continue button is missing in Deal Registration creation page after enabled workspace Content (required): Users have enabled this feature "Open Work Area… -
How to enable Objects under the Navigator?Summary: Please confirm how to enable objects under the Navigator Menu. Version : 22C
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Routines - does it support variable for field update?Summary: Hi, We have use case to update account owner with an attribute from another object for all accounts owned by this owner. Is this possible with Routines action f…
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How to enable audit for Industry and Parent Account Fields?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: How to enable audit for industry and parent account fiel…Umamaheswarareddy Ambati-Support-Oracle 31 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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How to translate an account field from english to arabic?Summary: I've been using the User interface text to change a field from english to arabic. Content (required): The requirement is when a user change de language for the …
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Moved: Incentive Compensation - Implementation Health DashboardThis discussion has been moved.
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How to Maintain Lead Owner to Opp Owner on Conversion** This post was created as part of a How to Service request (SR) Release: 22D Summary of the question: When a Lead is converted the owner of the Lead and the owner of t…