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Sales
Discussion List
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Its important to know if there is ability to add quota for specific product item not groupWe need to add new sales goal for specific a certain product not a group. For example: we have one resource , we need to say that this resource will sell for example 10 … -
Its important to know if there is ability to add the sales goal for specific product (item)Need to add new sales goal and specify a certain product not a group. For example: we have one resource , we need to say that this resource will sell for example 10 spec…
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Ability to view "View Selector" option in excel attachment for reportsSummary: We are scheduling an analysis, In the analysis we have view selector(attached the screenshot) where the default one is Graph view and the other one is Table. Wh…
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Is there a way to create an Account as part of adding a Contact in the O365 Outlook UI?Summary: When I am in Outlook and am adding a contact as part of an email, and the contact and account the contact works for are not in CX Sales. I can Create the Contac…
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Trying to update Long Text field from a string in Groovy scriptingSummary: We have a long text field on the Activity Object. We want to set this field in Groovy scripting. We get the error Cannot assign value of type java.lang.String t…
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Action - Save and Edit Record guidanceSummary: I'm trying to develop a new action. The Groovy script works great. Problem is the Address area of the UI that I'm updating doesn't refresh. I'm hoping set the A…
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CX Sales Mobile App Force LogoffIs there a way to force log off of the CX Sales Mobile app, so that when App Composer changes are published the updates are made on the application....We noticed that af…
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How to fetch Victim records (Accounts or Contacts) in a table after merge?Summary: We want to fetch the victim records and its details in a list view. We are looking for a table name where we can build a query to see the data. Content (require…
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Will Service Request , Opportunities will be asked to be deleted from Oracle if database is fullSummary: Hi, Our business team has a concern related to Service Request and Opportunities . We know that there is no archiving process currently available in Oracle Enga… -
Announcing Delta Certification Exams - an easier way to maintain your certificationProfessional credibility, greater job satisfaction, and increased career opportunities, to name a few, are benefits of keeping your certifications current. We are very e… -
How to fetch all Customer Sites to which a user is mappedSummary: How to fetch the details of all customer sites to which a user is mapped@Manoj Kumar-Support-Oracle Content (required): How to fetch the details of all Customer…
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Is there a way to show the BPM worklist comments in the Opportunity objectSummary: Is there a way to show the comments of custom approval workflow which is triggering the approval notifications from object workflows of opportunity object in Op…
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Is "Synchronize CRM Search Indexes" still needed when workspace is used.**This post was created as part of a How to Service Request (SR)Release: 11.13.23.01.0 Summary of the question: We use the workspace and the periodic refresh (scheduled …
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How can I check the Qualifying points field from Loyalty Cloud, which are shown in the Loyalty Profi**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How to check the Qualifying points field from Loyalty Cloud, which…
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Fusion PRM: Multiple Partners registering same DealSummary: "Weighted" Pipeline Report for Channel Account Manager to exclude "duplicate" registered deals (same customer, product lines etc) by multiple partners. Content …
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API or Plugin for Integration of Lotus Notes with Sales CloudSummary: This post is created as part of new process of answering consultative or how to type of queries Is there an Plugin or API for Integration of Lotus notes with Sa…
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What access/privilege is needed to get Account Information from RESTThis post was created as part of a How to Service Request (SR)Release: 11.13.23.01.0 Summary of the question: What access/privilege is needed to get the appropriate acce…Robert Mutton-Support-Oracle 51 views 1 comment 0 points Most recent by Robert Mutton-Support-Oracle
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Join us for Oracle Product Council Week (May 15th - May 19th )What are Product Council Meetings? Product Council Meetings are Customer Exclusive Events to listen and engage with our customers to articulate development plans, strate…Declan Cunningham-Support-Oracle 51 views 0 comments 2 points Started by Declan Cunningham-Support-Oracle -
Limitation on the number of territories & Team Members that can be added in Accounts,Opportunities ?Summary: Is there any limitation on the number of territories that can be added in Accounts, Opportunities and Leads? Also is there any limitation on the number of team …
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How to Delete LOV values in bulkSummary: Is there any option to delete List of Values in bulk for particular lookup type. Content (required): We have around 500+ plus list of values to be deleted from …
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What is the URL / endpoint for calling an Object Function?Summary: I cannot find all the necessary information necessary for calling an "Object Function" written in Groovy via a REST API from an external REST client. Content (r… -
Sales Cloud Outlook integrationSummary: Need to enable outlook integration but customer is not using Microsoft 365. Content (required): How to proceed on outlook integration. Version (include the vers…
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How to add team members to an account in bulkSummary: We want to know if there is a way to bulk add or remove sales team members in an account through the UI Content (required): We would like to know if there is a …
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How is it best practice to update the team members associated with an account?Summary: We are currently undergoing a commercial force maintenance process due to a change in the company's strategy. Therefore, it is necessary to start an update proc…
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What is the equivalent field in base table for "PrimaryContactFlag" attribute of Activity Contact?Summary: I want to convert Rest Websevice extract for Activity Contact with specific fields only into BI report. When I tried to construct the SQL Script using "ZMM_ACTY…
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How to change the HZ_PARTIES.Orig_system_reference for a party?Summary: How to change the HZ_PARTIES.Orig_system_reference for a party? Content (required): **This post was created as part of a How to Service Request (SR) ** Version …Jacqueline Li-Support-Oracle 145 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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How to add SHIP_TO for an existing siteSummary: How to add SHIP_TO for an existing site Content (required): How to add SHIP_TO for an existing site. I have sites which are having only BILL_TO, but now I want …
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Opportunity and Lead Territory Assignment Flexibility Using Custom DimensionsSummary: Overview of opportunity and lead territory assignment flexibility using custom dimensions feature and a demonstration of the one-time setup steps to enable a cu…
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Replacement Options for Oracle Social Network That Works for CX Sales MobileSummary: We are attempting to implement Oracle Social Network(OSN) as we need a method of communication where users can message and collaborate between each other on the…
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Standard Business Process flowsSummary: Can you please provide Standard Business Process flows for CX Sales & Service provided by Oracle Content (required): BPDs for CX Version (include the version yo…