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Sales
Discussion List
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Inheritance TerritoriesSummary An overview and demonstration of inheritance territories, and the recent performance updatesContent Inheritance territories enable simpler territory management f… -
Bell notification hyperlink is not working properlyContent Hi Team, We have an requirement to send an approval notification to the manager through email as well as in bell notification. In the bell notification the recor… -
BPM Admin found in various end user roles...Content We just did an assessment for a client and found the BPM Admin (workflow configuration) ability in the following seeded roles: * Application Implementation Consu… -
Feature Spotlight: Mobile App ComposerSummary Configuring the CX Sales Mobile application is easy with the Mobile App Composer.Content The new CX Sales Mobile app helps sellers get more done in less clicks w… -
Feature Friday: CX Sales MobileContent The new CX Sales Mobile app helps sellers get more done in less clicks with biometric authentication, an action-driven home screen, optimized task flows, and sav… -
Remove "+" button from workspaceContent Hi, Is it possible to remove the "+" button (create button) within the workspace? For example, through the page composer? Thank you. Version 21B -
What is the best practice for Sales Cloud and Eloqua Lead Sync?Content Hey All, Just to give you a background. We have Eloqua and Sales cloud tool that we are implementing for a client. Contact is created in Eloqua via landing pages… -
How to get related Opportunites/Leads of a contact in OutlookSummary How to get related Opportunites/Leads of a contact in OutlookContent Hi While drafting email from Outlook and if we enter email id in the To field and click on s…
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Will the accout owner/team member will get default visibilty to account opportunitiesSummary Is it possible to see opportunities on landing page where the user is owner of accountsContent Hi All, There is a owner and few team members associated to an acc…
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Hide Lookup Code ValueContent Hi, In the custom object I have defined lookup code called Region but I want to restrict few lookup code values only to specific users How can this be configured… -
Territory owner is not adding to partner team after territory assignmentSummary Channel sales manager type partner centric territoryContent Hello Experts, we have created Channel sales manager type partner centric territory to for territory …
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How can we integrate Oracle CX Sales Cloud with DocuSignSummary How can we integrate Oracle CX Sales Cloud with DocuSignContent How can we integrate Oracle CX Sales Cloud with DocuSign. Do we have REST/Soap api or any other w… -
Sales Navigator in Accounts PageContent Hi, I am able to enable Sales Navigator in Contacts and Leads but not in Accounts page which is crucial for the business Please advise how can this be achieved. …
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User Profile Functionality in Oracle Sales CloudContent Hi, Is there a function in Oracle Sales Cloud that is similar to the User Profile option in Siebel where I can configure a profile name and value that is accessi… -
Onboarding Live Webinar 8/4/21Content Cloud Applications Onboarding Webinar Oracle Customer Success ConnectX Click here to Register We invite you to attend a LIVE webinar to get started with your Ora…
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Opportunity Management AccessSummary need to limit the data access in opportunity based on below criteriaContent is there away to create data access right for opportunity without using groovy script…
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Infolets - Time ZoneSummary Infolets - Time ZoneContent Hi all, When a user (Sales Manager in this case) consults an infolet on the infolets page, what date / time does that analysis take? … -
Activities,My Appointments in WorkspaceSummary Activities,My Appointments in WorkspaceContent Hi All, In Workspace when we go to Activities-->My Appointments we are getting some records which are not related …
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Remove NULL from FCLContent Hi, In the FCL field there seems to have null/bank value displayed by default as in the screenshot. Is there way to remove this ? Thanks
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Related records in WorkspaceSummary Related records in WorkspaceContent Hi All, Is there any way to fetch all the related records of an account in the workspace ? For example there is a Account ABC…
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Updated Created ByContent HI, How can I update Created By field value to another username in the record created in custom object. Attached screenshot Thanks
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How to Import DCL fields using Import ManagementSummary How to Import DCL fields using Import ManagementContent Hi We are trying to import Leads using Import Management.There are some DCL fields to import.How can we i…
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Custom Object Readonly access through access group is not workingSummary Custom Object Readonly access through access group is not workingContent Hi, We are trying to provide read access to custom objects for users of particular resou…
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Import template for Account and ContactContent HI, I am looking for the import template for the Account and Contact in the Sales Module. Please share. Thanks, Mary -
Updating resource roles - Bulk import / any other waySummary Updating resource roles - Bulk import / any other wayContent Hi Folks, We have a situation, we recently found that many of the sales cloud users (2000) didn't ha… -
Account Rollup functionality and it related subject areaContent Hello All, In Oracle CX after 21B we see new object called Account Rollup child object under Accounts and it has few aggregated fields.So we are looking for is t…
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Activities,My Appointments in WorkspaceSummary Activities,My Appointments in WorkspaceContent Hi All, In Workspace when we go to Activities-->My Appointments we are getting some records which are not related …
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Filtering Contacts using SQL predicateSummary Filtering Contacts using SQL predicateContent There is a custom multi-select Fixed choice list field on Contact. The values in this field and Territory name are …
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How To Assign New Owner In Sales Lead Using Groovy ScriptContent Hi, I am trying to develop a way to reassign a lead back to its previous owner when the current assigned owner rejects the assignment. However, on the part of se…
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Sales Lead Source LookupContent Hi, Under Manage Sales Lead lookup with the lookup type (MKL_LEAD_CHANNEL_SETID) I included LinkedIn as new lookup code but when I looked into the application it…