AI for Sales
Discussion List
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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… -
How can I reliably identify foreign key fields and related objects with the REST API metadataSummary: I'm trying to reliably identify foreign-key fields and lookup fields from the REST 'describe' object metadata. Content (required): It appears I can find FCL and… -
Is groovy script supported in next gen sales - redwoodSummary: Object triggers are not working in next gen sales - redwood Content (required): Hi all, I wrote one before update trigger in activity object and it is working a…
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I would like what is available for CX and its integration with Artificial IntelligentI would like to know how CX is being integrated with artificial intelligence and what future CX products will have these characteristics. If you can please provide some …
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How make a field uneditable/readonly on click of a buttonSummary: We have a required where if party data is published through button, relationship data should be uneditable or make it readonly on click. Content (required): Acc… -
Add the PersonSecondLastName filed in Contact Name fieldHello, The client wants the ContactPartyName field of the contact to report also the PersonSecondLastName field. At the moment only the field PersonFirstName and the fie…
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Need to know path folder where imported attachments reside/stored in fusion cx sales?Summary: We import PDFs as attachment linking with account as one to one. Now suppose 500 PDFs are imported against 500 account successfully. Now after 1 month suppose i…
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I need to validate an alterationSummary:i need to validate an alteration only on Phone and email Content (required):I have an approval flow on my environment for new record it works well, but i have a … -
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…
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MANAGE MESSAGE TEMPLATES and SUPPORT SEARCH FUNCTIONALITY ON FOLDOUT SUBVIEWSSummary: Based on what we read in the documentation of the 23B update (https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r13/wn/engagement/releases/2…
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Under what parameters do the AI Lead scoring and Opportunity Win Probability work?Summary: We have implemented some Sales Intelligence functionalities such as: AI Lead scoring, Opportunity Win Probability. However, we are not clear about the reason fo…
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Is there a performance implication if Workspace Periodic Refresh is run every 5mins?Summary: The records in the workspace search results does not reflect the change in real time until the periodic refresh is completed. In our case, the periodic refresh …
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How can I add custom fields in the "Manage Sales Task Templates" tool?Content (required): We are currently trying to configure the automatic creation of activities (tasks), which is exhibiting unexpected behavior. This is due to a specific…
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How we can add ribbon bar on UI page -Please refer attached screen shotSummary: Like Dev Instance Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, i…
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How to connect Oracle Contracts and CX Sales IntegrationSummary: The business needs to generate sales contracts through templates automatically with the CX sales opportunity data, automatic data such as customer name, product…Denisse Brun 41 views 2 comments 0 points Most recent by Ed Gomez-Support-Oracle Enterprise Contracts
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Determining the Difference in Months between Compensation Plan Start Date and a Event DateHello, I need to compare the start date of the compensation plan (component) with a specific date. I need to calculate the difference between the start date of the compo…Priscila Banqueri 71 views 3 comments 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation -
Show an error message in button create quoteHi In Quotes and Orders subtab into opportunity object, we need to show an error message when I do click in "Create quote" button if already exist a quote but the action…Juan Sebastian Montero Castelblanco 61 views 5 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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How is it best practice to update the team members associated with an account?Summary: We are currently undergoing a commercial force maintenance process due to a change in the company's strategy. Therefore, it is necessary to start an update proc…
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Unable to translate the DCL values.Summary: We are looking fuzzy search option in FCL and currently, we have not seen this feature in FCL. So We need the DCL field value transition based on the login user…
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"Exception during RestAction" Error When Using Next GenSummary: 1. Navigate to Digital Sales -> Accounts 2. Choose one account 3. The error is occurring during opening the record from the list page and when moving to the nex…Jacqueline Li-Support-Oracle 221 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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How to configure from email address for notifications from CRM cloud (Lead Assignment)Summary: We have configured a custom email notification for Lead assignment and the notification is triggered when a lead is assigned to a sales rep, but the from email … -
How to configure email notification for Lead assignmentSummary: When a lead is assigned to a sale rep an email notification to be sent to the sales rep regarding the lead assignment. Content (required): We have reviewed the …
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Unable to set "Blank" value in country fieldSummary: A country field with a LOV type appears in Contact. Every time we attempt to add a new contact, the Netherlands is selected as the default country in the countr…
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How to translate an account field from english to arabic?Summary: I've been using the User interface text to change a field from english to arabic. Content (required): The requirement is when a user change de language for the …
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How to implement AI for SalesSummary: How to implement these two features of AI for Sales Opportunities and guided selling: 1. Opportunity win probability 2. Opportunity Recommended actions Content …Abhishek Methi-Support-Oracle 33 views 5 comments 0 points Most recent by Mihaela Anghel-Support-Oracle Sales
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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 …
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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,…
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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 52 views 3 comments 1 point Most recent by Priscila Terazawa - Support-Oracle Sales
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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…
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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…