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Sales
Discussion List
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How can we visualize sales territories?**This post was created as part of a How-To Service Request (SR) Release: 22B Summary of the question: Does Oracle Sales Cloud provide any solution to visualize and map … -
How do I add the sales manager to report to me and all of the sales people to report to himSummary: How do I add the sales manager to report to me and all of the sales people to report to him Content (required): Version (include the version you are using, if a… -
How to allow access to CX Sales for Outlook 365 for Users with "Sales Restricted User Rep" Role**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to allow access to CX Sales for Outlook 365 for Users with a "… -
CSM affecting the Webservice Configuration in Target InstanceSummary: CSM affecting the Webservice Configuration in Target Instance: Any subsequent CSM from Source to Target instance is affecting an existing Live Integration which… -
How many lookup codes can be created for a lookup type?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How many lookup codes can be created for a lookup type? Supporting…
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Is it possible to customize the standard email sent when a resource is added to a task?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is it possible to customize the standard email sent when a resourc…Daniel Placinta -Support-Oracle 71 views 1 comment 0 points Most recent by Bogdan Munteanu-Support-Oracle -
Is It Possible To Reconfigure The Accounting Calendar?Question: **This post was created as part of a How to Service Request(SR) Release: 22B Summary of the question: How do you update the Accounting Calendar after it has be… -
How to change notification preference at Site Level?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to change notification preference at the Site Level? Supportin…
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How to expose Account attribute "Taxpayer Identification Number" field as a filter in Opportunities**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to expose Account attribute "Taxpayer Identification Number" f…Praveen Desetty - Support-Oracle 21 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle -
How to add Attachments in creation page of custom objects**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is it possible to to add Attachments in creation page of custom ob…Bodhisattwa Mukherjee-Oracle 11 views 1 comment 0 points Most recent by Bodhisattwa Mukherjee-Oracle
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How to fetch Account Address filtered on specific Site Use Code via GroovySummary: How to fetch Account Address filtered on specific Site Use Code via Groovy? Specific Address of an Account is to be retrieved based on Site Use Code. [Multiple …
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Unmapped Columns in ContactsHi, I am receiving the error during validation how can I do the mapping Unmapped Columns The following columns in your import file have not been mapped to the target att… -
How to add Team Members to Accounts and Opportunities in bulk?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to add Team Members to Accounts and Opportunities in bulk? Sup…Praveen Desetty - Support-Oracle 111 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle
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Is signal framework GA?Summary: We'd like to integrate CX Sales (for Account and Contact objects) with 3rd-party application, and we don't use OIC for this integration. Given business event on… -
Outlook ConnectorIs there a report I can run to see which users have the Outlook Connector installed? -
Groovy Script to delete Account related address lineSummary: If Opportunity Status is set to Lost, then we want to delete the address line in associated Account based on the location ID on related object that matched with…
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How to pull Account territory team members via SOAP Webservice?Release: Summary of the question: How to pull Account territory team members via SOAP Webservice? In other words, what is the SOAP webservice that can be used to get th…Prasanth Prabhu-Support-Oracle 11 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle
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Is there any impact in disabling Sales Methods and Sales Stages?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Is there any impact in disabling Sales Methods and Sales Stages? S…
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Where can we find the XML template ZIP file for contract clauses import?Summary: **This post was created as part of a How to Service Request (SR)** Content (required): When looking for the XML template ZIP file to import the contract clauses…
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Is there is a Web Service to create records in the Relationship subtab of an account.How to create records in the Relationship subtab of an account
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SQL script to fetch customer account level and site level communication email contact pointsSummary: Looking for below two sql script to Get customer account level communication Email Contact points Get customer account site level communication email contact po…
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How to restrict user seeing Activities of other user in the workspaceSummary How to restrict user seeing Activities of other user in the workspaceContent Hi, Is there any way to restrict user seeing Activities of other user in the workspa…
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Markie Awards - We want to put YOU in the spotlight-Nominate now!Summary: This year marks the 16th year Oracle will celebrate customer experience (CX), innovation, and excellence in advertising, marketing, sales, service, and e-commer… -
Markie Awards - We want to put YOU in the spotlight-Nominate now!Summary: This year marks the 16th year Oracle will celebrate customer experience (CX), innovation, and excellence in advertising, marketing, sales, service, and e-commer…
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Markie Awards - We want to put YOU in the spotlight- Nominate now!This year marks the 16th year Oracle will celebrate customer experience (CX), innovation, and excellence in advertising, marketing, sales, service, and e-commerce.It’s a…
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How to find reports for outlook (Microsoft Office 365) usage?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to find reports for outlook usage? Would need to see how much …Cristian Dinu-Support-Oracle 51 views 2 comments 0 points Most recent by Cristian Dinu-Support-Oracle
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Which role,privileges,Data security policies is required to upload attachment for contract in CXSaleSummary: Which role,privileges,Data security policies is required to upload attachment for contract in CX Sales and B2B? when I am loading zip file in Import management …
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What is the difference between similar fields that can be displayed in a workspace?Release: 22A Summary of the question: Question 1: What are the differences between the following two fields that appear in a list of workspaces,when the primary email of…
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Why REST API PUT /crmRestApi/resources/11.13.18.05/accounts/{PartyNumber} Errors?Summary: Why REST API PUT /crmRestApi/resources/11.13.18.05/accounts/{PartyNumber} Errors? Content (required): **This post was created as part of a How to Service Reques…Jacqueline Li-Support-Oracle 31 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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Can you add Formula Fields to Workspace?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Can you add Formula Fields to Workspace? I am trying to add formul…