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Sales
Discussion List
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Upgrade Required for LinkedIn Sales Navigator by Dec 2021Summary: The following is an important announcement for customers currently leveraging the LinkedIn Sales Navigator plug in for Oracle Sales. All customers using the Lin… -
Date CalculationHi, I have Start Date as 01/01/2022 & Duration of months entered as 12 months, once I save the record the End Date automatically populate as 01/01/2023. How can this be … -
Complimentary Data Health ScanYou need clear visibility into your prospects and customers for your sales and marketing initiatives to hit the mark. But what if the data driving those programs is inac… -
You’re Invited! Help Us Improve Our Customer Data Management and Import-Export DocumentationOracle Customer Data Management (CDM) is the best-in-class master data management suite to clean, consolidate, and enrich customer information, and create a trusted mast… -
How can we report on Opportunity competitors custom fields data?Hi All, Summary: How can we report on Opportunity competitors custom fields data? We have quite few custom fields created in Opportunity competitor Object. And we want t…Lavu Kalyan Chakravarthi 21 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle -
Privilage to make users not to update Account address using Rest APISummary: Privilage to make users not to update Account address using Rest API We have created a custom roles by copying OOTB Sales Representative role and removed update…
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Object Reference for Sales - need documentationSummary: High-level overview documentation providing the general purpose of the standard CRM objects Content (required): The simplest way I've come up with so far is to … -
How to filter accounts based on sales account type field using access group or custom predicatesSummary: How to filter accounts based on sales account type field using access group or custom predicates Content (required): Hi All, We have requirement to have differe…
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Fetch Display Name/Meaning of FCL when querying a resource like Get all Opportunities using REST APISummary: How to Get the Display Name/Meaning of a Fixed Choice List along with the response when querying a resource say Get all Opportunities in a single API call Conte… -
Execute Dashboard from Opportunity Object through a LinkHi All, Summary: Execute Dashboard from Opportunity Object through a Link We have created a dashboard and all the reports in the dashboard are prompted based on the Oppo…
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trigger to validate if the national ID field located in contact object is not null before lead conveDears, I need your help to create a trigger in order to validate if the “national ID” field located in the contact object, is “not null” before converting any lead to op… -
Office 365 Add-In for CX Sales on a Mac OSXSummary: I am wondering if the add-in is supported on a Mac Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code sn…
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Images in Email TemplateHi, Once the object workflow is triggered I am able to receive the email which comes up designed from Email Template in APPS Composer. Is there way to have images embedd…
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password should not be from the last 3 password used using groovy in oracle fusion sales cloudSummary: We have created a custom text field "Password" and we get the data from Mobile App through OIC. We would like incorporate a password policy where the custom fie…
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CX Sales Mobile app experience for iPadsSummary: The current Gen 3 of the mobile app looks great on smartphones. Is there a plan to have an iPad experience. Our customer would like to use the app offline with …
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Fetch Display Name/Meaning of FCL when querying a resource like Get all Opportunities using REST APISummary: How to Get the Display Name/Meaning of a Fixed Choice List along with the response when querying a resource say Get all Opportunities in a single API call Conte…
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How to expose Export link for the Dashboard in Analytics subtab of an Object?Summary: In Opportunity Object we have enabled the Analytics subtab and exposed a Dashboard in it. We want to see Export option for the dashboard data results. How can w…Lavu Kalyan Chakravarthi 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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How to unassign inactive users from leads and opportunities automaticallySummary: Once the user become 'Inactive' under User and Roles, we would need to assign user manager to existing open leads and opportunities. Currently, if user become i…
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How to get related account's account owner's email from the Service Request object?Summary: We are trying to write a workflow on the Service Request object to alert the account owner when a Service Request has been created. In order to do this, we must… -
Change History ReportContent Hi, I have enabled Change History for the custom object would like to know is there any seeded report to get all the audit information captured in Change History…
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Learn how to navigate Oracle with these live webinarsHello! As you are going through the orientation, planning, and implementation of your Oracle products, it’s important to know how to navigate within Oracle. Our team wor… -
New Feature: RollupsSummary: We have recently introduced a new feature in Oracle Sales: Rollups. Rollups summarize data for an attribute of a business object and its related objects. For ex…
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Read File Contents From Attached FileSummary Read File Contents From Attachments in GroovyContent Hi Team, We are trying to read the File contents from attachments of Custom object. We are using following t…
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BPM Worklist and Activity Notifications - Future PlansGood afternoon. I have a general question regarding Oracle's future plans regarding BPM Worklist and how notifications work with regards to Activities. Note, in our case…
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Which privilege allows user to create partner account recordSummary: We need to restrict few users from creating partner records from UI which privilege we have to remove Content (required): We need to restrict few users from cre…
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Custom Object - Workflow - ApproverHi, We have custom object and we have defined the business process flow 'ExtnBusinessProcessComposite' in Object workflow. How we can use the Approval Group which we def…
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CX Sales show outbound REST Web Service InformationSummary: Content (required): I'm new with groovy scripts and CX Sales, our Design team have a question about outbound web services, is about if is possible to show the o…
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How to filter Resource Column in a report based on Logged in User.Summary: Trying to put a filter of logged in User on Resource name in reports. But filter is not working. Using below filter in Resource name Content (required): VALUEOF…
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Product Catalog GroupHi, I created product group and published but still not visible in opportunity revenue lines Thanks
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My Photo - PreferenceContent Hi, My Photo option is not available in General Preferences. Do we need to enable any Tasks? Can Admin upload the Agents photo or only individual can upload thei…