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Sales
Discussion List
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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… -
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…
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How to load bulk data of customer, account and site?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Please provide the process or template to load bulk data of custom…Umamaheswarareddy Ambati-Support-Oracle 21 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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Selling on the Go - Oracle CX Mobile AppIf you want to explore more on this topic, I recommend you to attend the following Cloud Adoption Webinar, delivered by one of our Customer Success Managers: Get your jo… -
Selling on the Go - Oracle CX Mobile AppIf you want to explore more on this topic, I recommend you to attend the following Cloud Adoption Webinar, delivered by one of our Customer Success Managers: Get your jo…
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Oracle Sales Assistant - more about this powerful tool (check this info)The Oracle CX Sales Mobile app helps you to manage your day effectively and develop customer relationships using your phone or tablet. Join this session, the Customer Su…
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How To Add New Custom Field in Lead Assignment ConditionSummary: I have created a new field in the Lead Object that I want to use in a condition of a Lead Assignment rule. I've added that field in the task Manage Sales Lead A… -
Why Export Contact Object Erases the Leading Zeros from Phone Numbers?Summary: Why Export Contact Object Erases the Leading Zeros from Phone Numbers? Content (required): **This post was created as part of a How to Service Request (SR) ** E…Jacqueline Li-Support-Oracle 11 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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Inline editing for Account / Contact Landing pageSummary Inline editing for Account / Contact Landing pageContent How to enable or configure inline editing for Account / Contact Landing page. Using inline editing in th…
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Business Process training and certification for Oracle Cloud Applications is now availablePrepare for successful Oracle Cloud Application implementations with a common foundation of business process knowledge across all teams. Learn more about how new Busines… -
How to review the Merge log and identify conflicts in Sandboxes**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Received below message after trying to refresh sandbox: The sandbo…Umamaheswarareddy Ambati-Support-Oracle 210 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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How to Delete the Row in Address and Dimensional Coverage of TerritorySteps to recreate Go to Sales > Territories Click Manage Proposal and create a new proposal Pick a territory and check the Coverages tab Expected Result: Address and Dim…
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IDCS token with Oracle CX WSSummary: We want to enable Oauth2.0 for our fusion FA webservices, using IDCS. As part of this, I have created an app using steps given on https://www.ateam-oracle.com/p…
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How to add custom field in Contract Line Level using Application Composer?Summary: **This post was created as part of a How to Service Request (SR)** Content (required): We are trying to add the custom field in Contract Line Level using Applic…
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All leads from AccountsHi, When I navigate to Leads tab in Account by default qualified and unqualified are selected how can I setup to have all checkbox values selected Attached screenshot Th… -
Add products in product groupsHi, I have created new product group Innovation Offerings and when I try to add products it says The organization is invalid Attached screenshot Thanks
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Notification for overdue tasksHi, How can I get the notification for the tasks which are overdue as email/bell icon. Thanks
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Not able to search Documents by Document Name or Account Name, after adding documents to AccountsOur Business requirement is Business users will attach documents to Accounts. Managers has to verify the documents where manager can search by Document Names where it sh…
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How to Add custom field in Workspace for Account ObjectSummary:How to Add custom field in Workspace for Account Object Need to add Custom field called MissionStatement in Adaptive Search. Object Account Version :22A -
Job role required to run ESS 'Import User and Role Application Security Data'Summary Is IT Security Manager required?Content Hi, What OOTB job roles have access to run ESS job 'Import User and Role Application Security Data' besides IT Security M… -
Report to track the Integration calls/Api CallsSummary: Content (required): We need to build a report which can show: 1) How many users are connecting to Fusion via REST/SOAP WS? 2) Which objects they are accessing? …
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Creating Custom Navigation to access BI ReportSummary: Creating Home page BI report link Content (required): I'm just wondering if there is away, we can create a navigation to specific report in oracle sales cloud w…
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Delete Custom Object RecordsHi, I have custom object Suppliers with Supplier Code, Supplier Name, Location with 10K records and identified to delete around 4K records. How can this be deleted in bu…