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Sales
Discussion List
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Where Do You Find Business Unit Field in ResourcesContent Hi, I'm having trouble searching for Business Unit in Resources in the UI. Any idea where to find it? Thanks, Ed Version 21A -
Pipeline Card Home Page - CX Sales MobileSummary Pipeline Card Home Page - CX Sales MobileContent Hi all, I can't change the header, title, and content of the Pipeline card. It's possible? I need to change "Pip… -
CDM with External DQ integrationContent Hi Team, I am new to CDM iMplementation & Have the Following Doubts. Background: 1) DQ layer will clean data & Send it to OIC. 2) OIC layer will check for Dublic… -
Saved searches and Analytics in CX Sales Mobile appSummary Saved searches and Analytics in CX Sales Mobile appContent Hi all, I am migrating from CX Cloud Mobile app to the new app CX Sales Mobile app using a migration t…
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Custom DSP in workspaceContent Hi, We have created custom DSP using sql predicates for custom object and it doesn't work in workspace and it is not possible to replicate the custom DSP using a… -
REST API to get Account TerritoriesSummary Need a REST API to get list of Territories allocated to specific AccountContent Is there a REST API which can fetch list of Territories allocated to specific Acc…
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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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Object Workflow Not getting triggered for few users- GroovyContent We have a Object workflow -groovy being triggered based on a condition on Update of a record in a custom object. The groovy code is being triggered for few users…
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Seeded Resource Role deletionSummary We are able to delete seeded CX Resource Roles, any issue?Content We would like to use the CX Resource Role field in Users and Roles for autoprovisioning. The Jo…
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Since 21A has release updates in terms of intelligent batching do the batch processing parameters inSummary Since 21A has release updates in terms of intelligent batching do the batch processing parameters in manage parameters still make sense?Content Since 21A has rel…
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Adaptive Search for Custom ObjectsSummary We need to be able to use the standard record set for Custom Objects in WorkspaceContent Currently we have a custom object - CEDs we use to track competitive ass…
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Auto assignment of Duplicate Resolution RequestsSummary Auto assignment of Duplicate Resolution RequestsContent Is it possible to auto assign duplicate resolution requests based on account profile data? Please share i…
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Custom Object Admin role is missingContent Hi, Custom Object Administration (ORA_CRM_EXTN_ROLE) is not getting populated when I try to assign to user Is there any reason behind ? Thanks -
Access Group Rule is not workingContent Hi, In the custom object (Deal Sheet) the object sharing rule is created to have read only access and for testing only one user is selected to added in the group…
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How to Roll up Leads of Child Account to its Parent AccountContent We only allow child accounts to be linked/associated with leads, but we also have parent accounts. Can we roll up the Leads of a Child Account to its Parent Acco…
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How to fix "Object CancelReasonVA of type Attribute already exists" errorSummary Whenever I am trying to open any field or to do something on OSM, it shows me "Object CancelReasonVA of type Attribute already exists" errorContent In OSM, when …
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API to simulate "Reprice" action on Subscription Covered LevelSummary We want to reprice the subscription covered level via API.
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Feature Friday: Smart ListsContent Wouldn't it be so much easier if sales reps could just automatically see a list of their most relevant accounts, opportunities and activities, rather than waste … -
Edit Possible Duplicate Page LayoutSummary Able to edit Possible Duplicate Page Layout but not the My New Contact pageContent We have a requirement to update fields on Possible Duplicate Page Layout. Thro…
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How to know the layout loadedSummary how can I know which layout is loaded for a user?Content Hello All, I was wondering whether is feasible to see the layout name of a Entity in Sales Cloud. I mean… -
Add a field parameter for adaptive global searchContent Hi Community Members, I have been trying to add a field from an account in Title on configure search results page, but after saving the configuration the field i… -
Resources and Resource OrganizationsContent If users are not using resource organizations and resource hierarchy in Oracle Cloud as the source of truth in their systems and dont want to maintain it for eve…
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Workspace search limitation for old recordsContent Hi Members, I was looking for any document which specifies the maximum old date till which we can search records in workspace. I was not able to find records whi…
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Email Notification for imported LeadsSummary Lead WorkflowContent Hi, Is there any way we can trigger email notification workflows to send email to lead owner for imported leads in the system. Thank you Anu…
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Access Group to Custom ObjectContent Hi, Is access group not available for custom object as I could not find the custom object name in Object Sharing. Please advise Thanks
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Custom Page Read-OnlyContent Hi, I have custom object with work flow attached as when the approval is completed and status changes to APPROVED I need to have the page non-editable (READ ONLY…
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Unable to find Lead object in Import managementSummary Unable to find Lead object in Import managementContent Hi All, I am trying to import Leads using Import Management.But when I try to create a import activity we …
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Data Access based on Contacts and Accounts Custom attributeSummary How to provide access to Contact and Accounts based on Custom attribute on Contact and Accounts compared to custom attribute on ResourceContent Hi, For our requi…
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Validate if a user is logged inSummary Validate if a user is logged inContent I have the following requirement, I need to validate if a user with service agent functions who is the account owner is co…
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Outlook desktop client version needed for O365 Add-in usageContent Hi, Does anyone know where to find the latest documentation on which Outlook Desktop client a user needs in order to access the O365 Add-in? When we went live wi…