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Sales
Discussion List
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Opportunity Predicted Win ProbabilitySummary: We have been trying to enable this "Opportunity Predicted Win Probability" AI feature for Sales in a demo org, but it persistently fails to get activated result… -
Table name for the Users, Resources and PersonSummary: I am attempting to assign a resource role to a user who is already in the system, but I am unable to do so. I would like to check the table to see if the user h… -
Lead assignment timeHola, Hemos definido procesos de asignación de clientes potenciales con los siguientes estados de asignación: No asignado Asignado Reasignado Sin embargo, el tiempo míni…
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After Creating Custom Objects , how do i tie it my organization and display their attributes in UI?Summary: Hi Team, After creating custom objects from application composer , how do i tie it to my organization/Account basically creating a child of organization/Account…
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Is there any possibility to enable soft delete for objects in Sales Cloud ?Hi, Is there any possibility to enable soft delete for objects in Sales Cloud ? For example when I delete a revenue line from the opportunity object, I cannot see it whe…
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Email Validation Status Backend Field Not PopulatingSummary: Fields visible in UI and Backend for Email Validation Status and Date Not Populating even though in UI it has a value. This is OOTB field in which we haven't ma…
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No User Interface Text toolsContent (please ensure you mask any confidential information): When creating a sandbox, you select a tool, but the User Interface Text is missing. This was available whe…
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What is the Role/Privilege used to Create New Postal/Zip codeSummary: What is the Role/Privilege used to Create New Postal/Zip code Content (please ensure you mask any confidential information): Version (include the version you ar… -
Why do we need Groups and how to configure them in CDM?Can you please guide me how to bulk import groups in CDM ? what is the importance of groups in CDM ? Thanks, Harshini
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Mass delete of test environmentHi, We would like to know how can we delete all of the records of the test environment. We know that we can do making imports of the different objects, but is there any …
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Synchronize Financials Accounts and Contacts with CX CloudSummary: Is there an API available which can sync Financial Accounts to CX Cloud ? We understand the process which can sync all the financial account to CX. We have a us…
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How to Display Date column in Change History to include secondsSummary: How can we display the Date column in Change History to include seconds? When you look at the Change history you cannot see the true sequence of events as there…
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How to do dynamic searches in Sales Cloud via Rest API?Summary: I need to set up a dynamic API query in Oracle Sales Cloud that returns accounts with only part of the string entered. Content (please ensure you mask any confi…
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Created a Custom attribute from sandbox and it not visible in import templateCreated a custom attribute from sandbox which is searchable and updateable and published this changes. After publishing this changes we are unable to see this attributes…
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REST API for Sales Person CreationHello, We have a requirement to convert existing user into a sales person automatically. Do we have a REST API available to identify resource as a sales person in organi…
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How to add Primary Product field on Lead/Opty Creation Page in NGSSummary: Adding Primary Product on Lead creation page is available on SUI. How can we replicate the same on redwood UI. Content (please ensure you mask any confidential …
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How to read AUDIT_CHANGE_BIT_MAP_ column in Audit tableAUDIT_CHANGE_BIT_MAP_ column which is present in Audit tables consists of 0 and 1 . Upon on change this column is getting changed to a different combination of 0's and 1…
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Workarounds for Using Formulas in RoutinesWe are attempting to setup routines based on the last activity date with a customer. Since rollups are not usable within the routines section, we created a date formula …
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How can I not see "Contacts not in Sales" in the Outlook Plugin side panelSummary: In the Outlook Side Panel, people who are part of our company show up as "Contacts not in Sales" Is there a way to not show contacts from our organization who a…
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Data Deduplication cloud tools to use before loading data in Oracle CDM CloudSummary: Hi All, Our customer have a requirement to verify the duplicate accounts with external data set withing CDM cloud without loading this data in CDM cloud. They w…
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Data Deduplication cloud tools to use before loading data in Oracle CDM CloudHi All, Our customer have a requirement to verify the duplicate accounts with external data set withing CDM cloud without loading this data in CDM cloud. They want to us…
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Cannot Find Parent Account Field in SandboxWhere can we see the parent account field in application composer in sandbox?
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Redwood - Make Comments field on Activity editableSummary: In redwood , if user is not on Activity Teams, he gets read only access to activity. For this user can we make only one field(comments) editable ? Content (plea…
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Inside Sales Rep vs Sales RepSummary: What is difference between Inside Sales Rep and Sales Rep job roles in Oracle Sales Cloud ? Content (please ensure you mask any confidential information): Versi…
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No Data in Parent Account Field on Workspace Landing PageWe have enabled Parent Account field on Adaptive Search Advanced Setup. However, upon validation, there is no data for Parent Account on Workspace landing page even thou…
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Mashup content for Redwood Sales Account ObjectSummary: We are trying to add Show Wikipedia to Account sales object (standard) and have followed this document but "Show Wikipedia" is not showing on the search bar. ht…
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TrainingSummary: What are some of the recommended training partners in Canada or online self learning sites for Oracle Sales? Training for someone new to Oracle Sales
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Account Engagement Level in Oracle Sales InsightsSummary: HI All, I am enabling Sales Insights - Account Engagement level in Oracle Sales Cloud in Demo application. Though I see, Engagement Levels High, Moderate, and L…
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How do i tie my custom table to Organization/Account in Sandbox?Summary: We can create our own custom tables in CDM using application composer → custom Objects along with custom fields After creating a Custom Object, Can i do a impor…
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Hierarchy is not been imported in CDM through import managmentSummary: After Importing a Hierarchy.csv file through import management, in the UI job status says completed but the Hierarchy is not created in UI. Please let me know w…