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Sales
Discussion List
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How to configure from email address for notifications from CRM cloud (Lead Assignment)Summary: We have configured a custom email notification for Lead assignment and the notification is triggered when a lead is assigned to a sales rep, but the from email … -
Does Territory assignment work with multiple fieldsQuestion : Does the system allow you to assign territories based off of geographic element AND another field value? Example: we have geographic assignment for all of out… -
Lead Owner Not Updated Automatically If Its Territory Owner Is ChangedSummary: Lead Owner is not updated automatically if its Territory owner is changed. We have a groovy in place under leads(Before Update trigger on Lead object) to make t… -
How to add line breaks or bullets in Long text field through groovy?Summary: I am trying to include bullet points into a long text field through groovy. Content (required): I am having a long text field in lead page where the value will … -
How We Can See The Product And Product Group LOV in Add Product Action From Digital Sales For LeadQuestion: Leads/Opportunity Screens > Add Product action navigates user to a sub view where search on product name does not return any data **This post was created as pa…Mihaela Anghel-Support-Oracle 41 views 1 comment 0 points Most recent by Mihaela Anghel-Support-Oracle -
How to get the amount of Contacts assigned to an AccountSummary: How can I get the amount (count) of Contacts listed for an Account using Groovy? Content (required): The current groovy returns the incorrect number of contacts…
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Help with BI answers Report - AccountContactIDSummary: I am trying to create a report for contact information that has a relationship with that Account. In the import mapping for AccountContact I am able to see the …
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How To Add a Value In The "Due Date Reminder" For Task"Summary: How can I add a Value in the "Due Date Reminder" For Tasks"
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Enable LinkedIn for CX SalesSummary: Enabling LinkedIn for Activities Content (required): We've enabled Linkedin Sales Navigator for our users and we want to know how to enable the additional optio…
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How to configure email notification for Lead assignmentSummary: When a lead is assigned to a sale rep an email notification to be sent to the sales rep regarding the lead assignment. Content (required): We have reviewed the …
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Auto populate value on the search filterSummary: Auto populate value on the search filter Content (required): Is there a way to auto populate the field value in search filters of other Fixed choice list Field.…
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Adding / Updating custom lookups via REST APIQuestion :Need to be able to update or create new custom lookups via REST api. **This post was created as part of a How to Service Request (SR)Release: 23A Summary of th…
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Is it possible to connect Office 365 with multiple AzureSummary: The client is using multiple Azure accounts specific to the region so how to establish an office 365 connection with multiple Azure accounts? Content (required)…
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Is the appointment detail in Calendar customizable?Summary: Content (required): Hi Experts, Just want to check if there's a way to edit/customize/extend the appointment details floating dialog when you hover an appointme…
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Can we create Dynamic Choice List (DCL) on Partner Contacts?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: Can we create Dynamic Choice List (DCL) on Partner Contacts? Suppo…Ionel Spaloghe-Support-Oracle 31 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle
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Creation of Asset gives error : An error occurred. Contact your help desk. (FND-2)Summary: Creation of Asset gives error : An error occurred. Contact your help desk. (FND-2) Content (required): I created an asset named testasset. Later I renamed this …
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How to Migrate Access Group Setup DataSummary: After completing the Migration Processes, CSM and FSM, the Custom Access Groups and System Access Groups Rules were not migrated across Version (include the ver…
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Custom DCL fields are not visible in analyticsSummary: We have custom DCL fields in Lead , those were not coming in standard subject area , so created custom subject area by adding all the fields and published , aft…
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Method Of Payment in CX Sales CloudHi everybody, we are working with Fusion (CX) Sales Cloud and we are using CPQ as well. We are facing with a internal discussion as the “Billing Account” and related “Pa…
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Is there any limit on how many products to be added for a Product Group in Sales Catalog?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Is there a limit of how many products can be added for a…Swathi.Lemati-Support-Oracle 31 views 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle
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How to associate Accounts to Custom Object on Creation ImportSummary: Unable to associate existing accounts to new custom object records Content (required): I've been unable to associate accounts when importing to a custom object.…
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How to re-assign a number of contacts to a new accountSummary: We have a customer that did a spin-off and a number of their contacts are going to a new account - what is the best way to do that in the UI or do we need to us…
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Can we export the sales quota with the same hierarchy in the systemRelease: 11.13.22.10.0 Summary of the question: Is there a way to export the sales quota with the same hierarchy in the system Supporting Documents if any: https://docs.…
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CRM Analytics report is not capturing correct login time when user logging through Oracle Mobile AppSummary: Content (required): Whenever users are logging in through mobile application captured login time is 5:30 AM. It does not matter at what time user logging in tim…
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Unable to set "Blank" value in country fieldSummary: A country field with a LOV type appears in Contact. Every time we attempt to add a new contact, the Netherlands is selected as the default country in the countr…
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ProductGroupItem is not available in Import Management Object LOVSummary: In Fusion Import Management, ProductGroup and ProductGroupItem objects are not found. Which role is required to enable these objects? Content (required): I am t…
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Not able to add member as Sales ManagerContent Hi, In the manage resources when I add another user with Sales Manager role I receive the error attached in the screenshot. " An active manager with an overlappi… -
Payment Method - OSC/CPQSummary Payment Method - OSC/CPQContent Hi all, In a standard sales process, can I register the payment method (cash, credit cards, etc.) of the contact / account in the… -
Update Multiple Emails to same contact using ImportSummary: Update Multiple Emails to same contact using Import Content (required): We have a requirement to update multiple emails for the same contact using Import manage…
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How does Quote WinStatusCode affect Opportunity Status?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: CPQ integration to CX Sales has been enabled in the envi…Swathi.Lemati-Support-Oracle 41 views 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle