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Sales
Discussion List
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Markie Awards - We want to put YOU in the spotlight-Nominate now!Summary: This year marks the 16th year Oracle will celebrate customer experience (CX), innovation, and excellence in advertising, marketing, sales, service, and e-commer… -
Markie Awards - We want to put YOU in the spotlight-Nominate now!Summary: This year marks the 16th year Oracle will celebrate customer experience (CX), innovation, and excellence in advertising, marketing, sales, service, and e-commer…
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Markie Awards - We want to put YOU in the spotlight- Nominate now!This year marks the 16th year Oracle will celebrate customer experience (CX), innovation, and excellence in advertising, marketing, sales, service, and e-commerce.It’s a…
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How to find reports for outlook (Microsoft Office 365) usage?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to find reports for outlook usage? Would need to see how much …Cristian Dinu-Support-Oracle 51 views 2 comments 0 points Most recent by Cristian Dinu-Support-Oracle -
Which role,privileges,Data security policies is required to upload attachment for contract in CXSaleSummary: Which role,privileges,Data security policies is required to upload attachment for contract in CX Sales and B2B? when I am loading zip file in Import management …
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What is the difference between similar fields that can be displayed in a workspace?Release: 22A Summary of the question: Question 1: What are the differences between the following two fields that appear in a list of workspaces,when the primary email of…
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Why REST API PUT /crmRestApi/resources/11.13.18.05/accounts/{PartyNumber} Errors?Summary: Why REST API PUT /crmRestApi/resources/11.13.18.05/accounts/{PartyNumber} Errors? Content (required): **This post was created as part of a How to Service Reques…Jacqueline Li-Support-Oracle 31 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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Can you add Formula Fields to Workspace?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Can you add Formula Fields to Workspace? I am trying to add formul… -
how to get names and description of the privileges granted by Loyalty roles?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: how to get names and descriptions of the privileges granted by the…
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SQL Script to get merged customer sites with related sitesSummary: Hi all, We are looking to get merged customer sites and related sites from back end. Can we get sql script? or which table and columns needs to check. Could you…
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Lead assessment tablesHi, In Leads there are assessment templates being created I need to know the underlying tables/views associated to lead assessment. Thanks -
Add Team Member in OpportunityHi, To add Team Member in Opportunity the resource role Sales Administrator is required but will this impact licensing as the user will not be added with Sales Admin or …
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Function in Opportunity team sub tabHi, How could I add new lookup value for the Function field under Teams sub tab in Opportunity page
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Why Newly added Classification codes are not showing up under territory dimension.**This post was created as part of a How to Service Request (SR) Summary:Newly added Classification codes are not showing up under territory dimension. Version (include … -
Can Product groups be in alphabetical order?Our product hierarchy is already setted. End users want to see Products groups lists displayed in alphabetical order in UI.
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How to implement Territory Assignment for Prospect type Accounts?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: Is it possible to have the functionality of Territory As…Umamaheswarareddy Ambati-Support-Oracle 32 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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How to export product catalog from OEC?Summary: Hi Members, I have been looking for a method to export product catalog for sales from OEC. I have tried using export button on manage product groups but it does… -
AFter Quarterly update ie to 21C what is needed to get Workspace working fasterSummary: We noticed after the first update to our Test pod that the Workspace feature wasn't available Content (required): What are the Processes that should be run for …
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Remove "+" button from workspaceContent Hello, Is it possible to remove the "+" button (create button) within the workspace? For example, through the page composer? Thank you! Version 21b
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Due Date as mandatoryHi, I created duplicate of page layout of task details page and when I make the Due Date as required it is not saving with the property of required as Yes Attached scree…
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How to query for merged customers in Oracle Sales Cloud database?**This post was created as part of a How to Service Request (SR) Summary: The requirement is to get a list of all merged customers. Release: 22B Supporting Documents if …Bogdan Munteanu-Support-Oracle 51 views 3 comments 0 points Most recent by Bogdan Munteanu-Support-Oracle -
Early Adopter access to Native Sales AI/ML features Similar Accounts from Sales Prediction frameworkSummary Instructions to request for Early Adopter access (Promo Code) to Native Sales AI/ML features Similar Accounts, Sales Prediction framework within CX Sales Content… -
Early Adopter access to Sales Insights for CX SalesSummary Instructions to request for Early Adopter access (Promo Code) to Sales Insights features e.g. Activity Effectiveness, Contact Validation for Opportunity and Lead…
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Export GeographiesSummary We need to export list of Country and Country Code from oracle Sales CloudContent We need to export list of Country and Country Code from Oracle Sales Cloud. Exp… -
How to push csv files from external system to sales cloud and periodically**This post was created as part of a How to Service Request (SR)Release: 11.13.22.01.0 Summary of the question: How can you integrate an external system to Sales cloud a…
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How to apply filter on Assets, based on Account team/Territoy**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to enable a filter where the user could filter the assets base…Umamaheswarareddy Ambati-Support-Oracle 64 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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Cannot Create New Public SmartTextSummary: Cannot create New public SmartTexts Content (required): Hi, Business user granted below role however, suddenly (may be after an upgrade?) recently 'New SmartTex… -
How to Re-import Pre-Existing Address of Deleted and Purged Account ?Summary: How to Re-import pre-existing Addresses of deleted and purged Account? Content (required): **This post was created as part of a How to Service Request (SR) ** Y…Jacqueline Li-Support-Oracle 11 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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How to avoid before update trigger on contact getting executed when its account getting deletedSummary: How to avoid before update trigger on contact getting executed when its secondary accounts are getting deleted Content (required): We have a before update trigg…
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How do Display Sequence and Signing Sequence fields help in the signing contract process?Summary: **This post was created as part of a How to Service Request (SR)** Content (required): We could see Display sequence and Signing sequence available when we choo…