AI for Sales
Discussion List
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Is there Git hub Copilot for Oracle Sales cloudSummary: Need to check with community if they know and have explored the option for Github Copilot for Oracle Sales cloud Content (please ensure you mask any confidentia… -
After removing record sets LOV for all records in account and add custom role admin can't view A/CHI, In account advance search records sets, we removed the LOV "All Records i can see". But Even after that if sales person search by any customer name or registry id he… -
opportunitiesOnBeforeSaveEvent() is not giving OptyNumber in the responseSummary: I am trying to use the opportunitiesOnBeforeSaveEvent() in the opportunities layout in Redwood Sales(CX-Sales). The use case that I am trying to use here is whe… -
update territory in oportunitySummary: update territory in oportunity Content (please ensure you mask any confidential information): Good day to all, My question is the following: Is there a way to u…
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Digital Assistant for Custom ObjectHi, Is there functionality to implement digital assistant to custom object. Thanks -
24C Object Function "Type" fieldHi All, When we are trying to create a new object function we see a new field "Type" that is appearing in 24C application version. This Type field is having 2 values. 1.… -
Recommended Actions for Opportunities - Feedback ResponseSummary: I have been trying to configure the Recommended Actions for Opportunities and following the below article: https://docs.oracle.com/en/cloud/saas/sales/fadsi/set…
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How to Display Product Recommendations on Opportunity Detail PageSummary: I have been following the below documentation: and need to Enable Product Recommendations for Opportunities and Accounts. I have followed all given steps but it…
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In the Enable Sales Intelligence feature the data for leads is showing differentIn the Enable Sales Intelligence feature under setup and maintenance, the data for leads contact recommendation and lead validation recommendation is showing different f…
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Opportunity Predicted Win ProbabilitySummary: We have been trying to enable this "Opportunity Predicted Win Probability" AI feature for Sales in a demo org, but it persistently fails to get activated result…
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How can we implement AI in sales cloudSummary: How can we implement AI in sales cloud, can i find any documentation Content (please ensure you mask any confidential information): Version (include the version…
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Sales Insights AI feature Opportunity effectiveness data is not getting updated properlySummary: Sales Insights AI feature Opportunity effectiveness data is not getting updated properly Content (please ensure you mask any confidential information): Sales In…
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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… -
How Oracle AI model predicts the Similar Accounts?Summary: I have been trying to configure a "Similar Accounts" model as per the below documentation: https://docs.oracle.com/en/cloud/saas/sales/fadsi/create-a-similar-ac…
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Contact Engagement Level Sales Insights FeatureSummary: Hi All, I am trying to enable and utilize one of the AI features listed under Sales Insights, Contact Engagement Level in Oracle Sales Cloud in Demo Application…
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How to create Machine Learning Model for any Object (Apart from Accounts)Summary: I am trying to create a custom Machine Learning Model for the contact object but system is providing me just two use cases: Account Deduplication Similar Accoun…
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What is the table where organization information is stored?Hello dears, We need to know which tables contain information about organizations and their structure
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Account Engagement Level in Oracle Sales InsightsSummary: HI All, I am enabling Sales Insights - Account Engagement level in Oracle Sales Cloud in Demo application. Though I see, Engagement Levels High, Moderate, and L…
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Enable opportunity editing by organization hierarchySummary: Enable opportunity editing by organization hierarchy Content (please ensure you mask any confidential information): Dear good morning, Currently, as is known, w…
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Facing Issue with Embed Sharepoint UrlSummary: We are facing some issues when we try to embed the SharePoint URL in Oracle Sales Cloud as mashup content. Content (please ensure you mask any confidential info…
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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…Umang Gupta 92 views 2 comments 0 points Most recent by Rishabh Barodawala - HCM Consultant-Oracle Sales
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What does the SFA import manager do when there is an SFA crash during the execution of the process?Summary: What does the SFA import manager do when there is an SFA crash during the execution of the process? Content (please ensure you mask any confidential information…
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Join Redwood Sales Today: Maximize Your Project's Success with Our Support Implementation Program!Are you currently implementing CX Sales, or already live with our products, and looking to enable exciting new features like Workspace, O365, Sales Mobile App, or migrat…Oana Grigorie - Support-Oracle 1.1K views 7 comments 10 points Most recent by Oana Grigorie - Support-Oracle Sales -
opportunities assessmentSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…Parthasarthy Pichandi 12 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Features Sales Intelligence in Enterprise versionSummary: We want to take advantage of Sales Intelligence functions, e.g. Adaptative Intelligence: Recommended actions, Artificial Intelligence (AI) Lead Score, and other…
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Requesting more information on the AI Lead ScoreSummary: I'm currently working on enabling the Lead (Artificial intelligence) score in the EXOT environment. I have been able to follow the steps and set up the lead sco…
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How to get/enable Oracle Sales Cloud Sales Predictor in CX Sales ?Summary: We would like to use the Oracle Sales Cloud Sales Predictor in our CX Sales instance to get the top recommendations (Product recommendations for the customers) … -
Validations on the create order buttonSummary: Validations on the create order button Content (please ensure you mask any confidential information): Good day, I want to perform a validation on the "Create Qu…
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When Changing the Assign To the Lead Owner is changing by defaultSummary: Hi When i Change the assign To the Lead Owner is also changing. Also in Teams this Resource is default Owner. Can we restrict that when we change the Assign To …