AI for Sales
Discussion List
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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 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 … -
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…
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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 …
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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 …user-637687681abda298cf4371136aa33765 1 view 3 comments 0 points Most recent by Georgi [Георги]-Oracle Sales -
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…
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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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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 …
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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…
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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…
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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
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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…
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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…
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Need Promotion Code to enable Sales insights.Summary Need Promotion Code to enable Sales insights in order to gain key insights.
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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
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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…
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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…
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Workaround To Searching Products and Product Groups in Workspace or Normal SearchContent Hi, I learned that Product and Product Group search is only available for the adaptive search REST api. Is there a workaround for this using the normal search or…
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Sales – Innovation Showcase: Help Desk, 29 March 2021, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Innovation Showcase: Help Desk session to have them answered during the live event. Post your questions by posting a new co… -
How To Export Internal Resource Organization HierarchyContent Hi, How do I export the Internal Resource Organization Hierarchy will all the user information. Thanks, Ed Version 20D
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Can 'Last Updated By' filter currently logged-in user in Workspace Saved Search?Content Hi, I want to filter the contact records recently updated by the logged-in user using workspace saved search. However, I was only able to filter using User Name …
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21A Release HighlightsContent The 21A release of Oracle CX Sales is GA and is the first of four releases planned for calendar year 2021. Highlights from this release include: * Smart Lists: S…
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Custom Object named "Projects" not visible as subtab on sales Lead standard object details page.Content Dear all, I created a custom object named "projects" and made a relationship between sales lead and it (1:M), and then add that custom object as a subtab on a sa… -
Sales – CX Sales & CPQ- How Can You Gain A Larger Share Of The Customer’s Wallet?, 22 February 2021,Content Submit your questions for the Sales – CX Sales & CPQ- How can you gain a larger share of the customer’s wallet? session to have them answered during the live eve…
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Sales – 2020 Year in Review & What's Next, 11 January 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – 2020 Year in Review & What's Next session to have them answered during the live event. Post your questions by posting a new…
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RESCHEDULED: Sales – CX Sales - 2020 Year in Review & What's Next, 10 December 2020, 8 a.m. PT - SubContent Due to unforeseen issues, this topic has been rescheduled to a later date. An updated announcement with the event details will be posted. Apologies for the incon…
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Feature Friday: Advanced ForecastingContent See how Sales Planning Cloud enables advanced forecasting using data sourced from ERP actuals plus CRM pipeline data to trangulate the most realistic forecast th…