AI for Sales
Discussion List
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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… -
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… -
How to filter the child object field value using query param(q String) in REST APISummary we need to filter the child object field value without consider the header field reference.Content For Example:If filter AssetType="Active" means below mentioned…Mohana Gopal Selvam-Oracle 280 views 5 comments 0 points Most recent by Mohana Gopal Selvam-Oracle Sales -
Sales resource hierarchyContent Dears, How to create a field on the Opportunity object and add resource hierarchy on this field when creating an opportunity with noted the shape of hierarchy (s…
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Aggregate Service Requests ESS JobSummary Aggregate Service Requests ESS JobContent Hello Team, Please we need to know what "Aggregate Service Requests" ESS job is used for ? As it was already scheduled … -
Rule-Based AssignmentContent Dears, I want create a rule-based assignment for leads and want to assign it to a team not individually.. In other words when I configure the rule I don`t want t… -
How to create new DFF field In Incentive Compensation and make it available for reportingSummary How to create new DFF field In Incentive Compensation and make it available for reportingContent Hi, Want to create some DFF(Descriptive Flex-fields) in Incentiv…
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Sales campaign email reaching to spam folderSummary Email from sales campaign not delivering real time and delivered to spam folderContent Hi All, When i'm submitted the sales campaign from application, the eamil …
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Save The Date: 20D-21A CX Sales Release WebinarsSummary 20D-21A Release Webinars for SFA & PRM, CDM and Platform and SPPMContent Save the Date for CX Sales 20D-21A Release Webinars Coming Soon to the Portal Oct 21, 20…
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Session Topic?Summary What would you like to learn more about?Content We are currently planning the rest of our CX Sales sessions for the rest of the year. What topics would you like …
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RESCHEDULED: Sales - 10 Things You Didn't Know CX Sales Can Do Today, 17 September 2020, 9 a.m PT -Content Due to unforeseen issues, this event has been rescheduled to a later day. Apologies for the inconvenience. An updated announcement with the event details will be…
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how to relate an contact as primary contact for an Account -AddressContent Hi All, We have requirement, where in our customer has same customer in different locations and for each location they have different primary contact. Because of…