AI for Sales
Discussion List
-
How to create custom object report in sales cloudSummary: I need to create custom object report in sales cloud Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code … -
how to create report in sales cloud for opportunitiesSummary: I want to create a report for opportunities with the filter date of create from x date to y date Content (required): Version (include the version you are using,…
-
Report custom formula for OBIEE ReportSummary: Previously we have a BIP report and for one column we have used below query. case when f.NAME like '%Singapore%' then 'AA Singapore' when f.NAME like '%Malaysia…Lavu Kalyan Chakravarthi 42 views 3 comments 1 point Most recent by Priscila Terazawa-Support-Oracle Sales
-
How many lines can be managed in one single sales order without any performance issues?Summary: How many lines can be managed in one single sales order without any performance issues? Content (required): Version (include the version you are using, if appli…
-
how to add search option to reportSummary: Hello everyone, I want to add search option to report where the user be able to search just for what he wants not to look to all data that the report fitch rega…
-
How can we customize the ODA chat window to view all the opportunities list in a single layout?Summary: Hi Community, I have two queries: In DX4C fusion application for ODA(Oracle Digital Assistant) how can we view all the all the opportunities in a single layout …
-
Is it available/working the SR similarity in the NextGen HR HD?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is it available/working the SR similarity in the NextGen HR HD? -
How to distribute Leads to managers sequentiallySummary: Hello everyone We would like to distribute leads to managers in sequential form, if we got through integration a lead we would that lead to be assign to manager…
-
Need access to add Service Request as top level object for OutlookSummary: We have a service team that would like to use the Outlook Integration in conjunction with the Service Request object. Essentially, as the service team member re…
-
Early Adopter Beta access to AI for Sales features AI Lead scoring and Opportunity Win ProbabilitySummary Instructions to request for Early Adopter Beta access to AI for Sales features AI Predictive Lead Scoring, Opportunity Predicted Win probability and Recommended … -
How to enable create quote in Opportunities?**This post was created as part of a How to Service Request (SR) Summary: How to enable create quote in Opportunities? Content (required): How to enable create quote in …Nirmala Vijayakumar-Support-Oracle 12 views 1 comment 0 points Most recent by Nirmala Vijayakumar-Support-Oracle Sales
-
What is the PVO for Manage Customer that I can use from Sales Cloud?Summary I need to get a value of attribute from Customer Account. The default sales person.Content Sales Person details are stored in DFF fields in Customer Account. I n…
-
Early Adopter access to Sales Insights for CX SalesSummary Instructions to request for Early Adopter access (Promo Code) to Sales Insights features e.g. Activity Effectiveness, Contact Validation for Opportunity and Lead…
-
Multiple currencies in quotesSummary: Hi team, does any one know the follow request that the ITIS partner of the our ICONTEC client has about the sales product: they are going to implement Sales in …
-
Object Reference for Sales - need documentationSummary: High-level overview documentation providing the general purpose of the standard CRM objects Content (required): The simplest way I've come up with so far is to … -
trigger to validate if the national ID field located in contact object is not null before lead conveDears, I need your help to create a trigger in order to validate if the “national ID” field located in the contact object, is “not null” before converting any lead to op… -
Change "From Email Address" for Object WorkflowsSummary: We will be using Object workflows to send email to external customers and partners/agents and would like to have from email address either the owner of object r…
-
AI Functionality in SalesSummary: For AI Driven functionalities of Oracle CX sales, Do we need Oracle Adaptive intelligent app for CX? Is Oracle Adaptive intelligent app a license based applicat…
-
Link Created Service Request from Opportunity to a DCL or Service Request SubtabSummary: We have setup Service request as a subtab on opportunity page and set an Object trigger which creates a service request from opportunity. However we are unable …
-
Is there a job scheduled to update the status of an account?Summary: Is there a job scheduled to update the status of an account? Content (required): Hi team, We have a requirement where a scheduled job is requested, which must b…
-
how to export all custom lookups defined in application using export managementSummary how to export all custom lookups defined in applicationContent Hi All, Is there any way to export all custom lookups defined in application through export manage…
-
Feature Friday: Sales Insights for Leads, Opportunities and AccountsContent New AI-driven Sales Insights for Leads and Opportunities analyze historical sales data to let managers and reps know which opportunities and leads need attention…Kayleigh Halko - Oracle-Oracle 11 views 2 comments 3 points Most recent by Kayleigh Halko - Oracle-Oracle Sales
-
From display name or From email address in object workflowsSummary: How to modify "From Display Name" for Object workflow email sent to customers Content (required): We have setup object workflows on opportunity which send email…
-
Long Text Field Formatting lost in Email TemplateSummary: I am creating an email template in App composer and have create a long text field but when the email notification comes, the long text field loses its formattin…
-
Need Promotion Code to enable Sales insights.Summary Need Promotion Code to enable Sales insights in order to gain key insights.
-
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… -
How To Get Sales Lead Custom Field Show Up As Attribute In Lead Assignment ConditionContent Hi, I just created a new text formula field and I want it to use as a condition in a Sales Lead Assignment Rule. It doesn't show there currently and my question … -
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…Sergio Obregon Rosales 13 views 1 comment 0 points Most recent by Sirajuddin Syed-Support-Oracle Sales
-
How To Investigate A Lead That Is Being RetiredContent Hi, We have leads being set to Retired by an integration user. I want to investigate how these leads are set i.e. by webservices, by scripts. etc. Is there a way…
-
how to download attachment of an custom object record using API or DeeplinkSummary is there any API or deeplink available to download attachmentContent HI All, I'm checking for an API or deeplink to download attachment, i have tried with 1. /cr…