Feature Kits
- CX Sales Mobile App for a Modern Mobile Experience
- Smart Lists for a Personalized Sales Experience!
- Actionable Infolets for effective and efficient task-based processes
- Use Access Groups to simplify access to segmented business data
- Office 365 Outlook Add-In for a Modern Inclusive CX Sales Experience
- Workspace for Fast and Easy Access to CX Sales and B2B Service!
- Import and Export Management for faster and easier data loading
- News Feed layout provides a fast home page and improved user experience
Sales
Discussion List
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How to add a specific range to a date fieldSummary: How to add a specific range to a date field Content (required): The user would like to enhance OSC date fields to prevent them from accepting "non-existent" dat…Chetna Sharma-Support-Oracle 32 views 3 comments 0 points Most recent by Chetna Sharma-Support-Oracle -
CX Sales Mobile - Around MeSummary: We'd like to display opportunity in Around Me. Has anyone come with a solution for this? Content (required): Version (include the version you are using, if appl… -
How to fetch first 1500 characters from Long text field to a custom text field using groovySummary: How to fetch first 1500 characters from Long text field to a custom Text field using groovy Content (required): Hi we are trying to fetch first 1500 characters …
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Does CX Sales support pulling external data via webservice and display it at the same timeSummary: Does CX Sales support pulling external data via webservice and display it at the same time "upon opening an account record" Content (required): We have a client…
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How do I query the API to filter by CategoryName?Summary: Use Sales Cloud API to retrieve a list of Service Request categories, filtered by name Content (required): Been trying this and combinations of this for hours b…
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how to edit a standard fields at contact and account screenSummary: Hello everyone , I want to edit a work phone field to make it required and the primary phone field to make it required and updatable regards Content (required):…
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Best Approach to combine multiple triggersSummary: Best Approach to combine multiple triggers Content (required): I would like to know the right approach to combine multiple triggers into a single trigger for be… -
What is the Role to Application ComposerSummary: Role to access to Application Composer Content (required): Hello, What is the exact role that allows access only to the "Application Composer" functionality I w…
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Fusion-Provisioned VB StudioSummary: Hi, If I create an extension with 'Application Extension' template, am I able to add service connection? Content (required): I will need to populate 3rd-party d…
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Exists the possibility to nest different expressions in order to facilitate the maintenance ?Summary: The customer need to nest an expression in OIC due to long incentive formulas . The customer want to create an expression and call this expression into another …
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Incentive Compensation - Participant detail custom attribute in expression or Rate tableSummary: A Participant detail custom attribute used in an expression or rate table doesn't calculate earning, instead the same logic works via custom function. is this a…
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How can the calculation engine distinguish among different compensation plans transactions ?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Customer is having participants that might be assigned to more com…
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How can I report on/analyze notifications created 'in the wild'?Summary: We have too many notifications (e.g bell notifications) being created. As we determine which ones to disable, rather than analyze all of the groovy scripts crea…
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how to add search option to reportSummary: Hello everyone, I want to add search option to report where the user be able to search just for what he wants not to look to all data that the report fitch rega…
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Is it possible to include attachment in email notification?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: Customer have custom object records where they upload at…Bodhisattwa Mukherjee-Oracle 11 views 1 comment 0 points Most recent by Bodhisattwa Mukherjee-Oracle
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How to include enable business logic = true in a edlc external data loader to load data into OEC?Summary: What is the format to include "enable business logic = true" in a edlc (external data loader) config file to load data into OEC? Content (required): Have a requ… -
I want to create an Activity record associated to a Lead when the Lead is createdSummary: I use a Before Insert trigger to do that, but the Activity record need LeadId in order to associate the activity to the lead. But when the trigger is executed, …
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how to make every salesperson see just his own records at ( contact , account , lead , opportunity)Summary: Hello everyone , I want to make each salesperson just have access to his/her own records only and can not see other records but the sales director still has the…
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How to set Parent Account value via Groovy Script**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: We need to set Parent Account via Groovy Script on Accou…Umamaheswarareddy Ambati-Support-Oracle 1 view 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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How to add country as a field in lead object and be able to edit/update the field values ?Question : **This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: In lead module we need to add "country" as a field. The…Matei Niculescu-Support-Oracle 2 views 2 comments 0 points Most recent by Andrei Stan-Support-Oracle
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Migration from Microsoft Outlook to Microsoft 365Summary: Hi all, We are planning to migrate from Microsoft Outlook to Microsoft 365 as Oracle is going to deprecate the current Outlook plugin. Is there any way we can c…
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How to separate the contacts that come in from CRM and my personal contacts in Microsoft 365.Summary: How to separate the contacts that come in from CRM and my personal contacts in Microsoft 365. As of now they are altogether in my contact list. Content (require…
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How to manage the visibility control of the (Lead ,opportunity,account,contact )The team who assigned to the records will see it and cannot see other records of another team need to do this requirement so how can implement this -
Is it available/working the SR similarity in the NextGen HR HD?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is it available/working the SR similarity in the NextGen HR HD? -
How to Download / Export the data on the Contact Object?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to Download / Export the data on the Contact Object? Supportin…Praveen Desetty - Support-Oracle 11 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle
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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 24 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… -
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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How to change spacing between two lines in Manage Plan Terms and Conditions?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Customer want to decrease the spacing between two lines in Manage …