AI for Sales
Discussion List
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Automatic mass processing in SFA.Summary: Is there a solution to update data in bulk for recurring update processes and without human intervention? Content (please ensure you mask any confidential infor… -
how to make user not have an expiration dateSummary: how to make user not have an expiration date Content (please ensure you mask any confidential information): como hacer usuario no tenga una fecha de vencimiento…
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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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View analytical reports in SFA from other users as adminSummary: View analytical reports in SFA from other users as admin Content (please ensure you mask any confidential information): Dear All, There is a way to view the rep…AlexFH 21 views 2 comments 0 points Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales
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Can I see logs from different users in SFA?Summary: Can I see logs from different users in SFA? Content (please ensure you mask any confidential information): Hello, I have a question regarding user logs. - Is th…
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rename custom objectsSummary: How to rename /delete custom object created Content (please ensure you mask any confidential information): Version (include the version you are using, if applic…
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Lead Duplication for leads created by using REST ImportSummary: We have a requirement to generate leads using REST API import from Import placed in FFTP How to implement the Lead duplication process for the lead created usin… -
Application Composer - RoutinesWe have employed a Routine in Application composer to notify the owner via email when new Owner is assigned to a Lead. But it is not functioning. Any idea why ?
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Modify notification email content in SFASummary: Modify notification email content in SFA Content (please ensure you mask any confidential information): Good morning forum team, I need to change the content of…
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Is there difference between CX Sales cloud and CX Sales enterprise cloud in terms of features?Kindly differentiate between CX Sales Cloud and CX Sales Enterprise Cloud.
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how to get data from a report created via API?Summary: we have a report created using reports and analytics and we want to know how can we get data from a report created via API? Content (please ensure you mask any …
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Sales CX - Clicking on Bell Icon in CX is navigating to classic Page instead of Redwood pageSummary: I've employed the below code to trigger a notification to the approver when a Lead in Sales CX is submitted for Approval. When the approver click on Bell notifi…
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Confirm to create a custom role in the production environment or wait for it to migrate?Hi, We need to create a custom role, which we will create in the test environment. Do we need you to confirm if we have to create it also in the production environment o…
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CX – How Generative AI Will Change Customer Experiences ForeverWhen: Dec 6, 2023, 9:00 AM – Dec 6, 2023, 9:45 AM (PT) Location: Register for Event Description: Get Ready for the Next-Gen Customer Experience With Rob Tarkoff, Executi…Elise Hymes - Oracle CX-Oracle 71 views 0 comments 0 points Started by Elise Hymes - Oracle CX-Oracle Sales -
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 …
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You can make the Qualifications in Leads non-editable, for the Sales representative roleThe client wants to make the lead qualifications for some roles non-editable. This is possible?
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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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How to combine Tasks/Appointments/Call Reports in 1 tile in CX Sales Mobile?Summary: On the Desktop, Appointments/Tasks/Call reports are in 1 Object which is the activity object, but on the CX Sales Mobiles it is separated individually, is there…
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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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Create Field Group Using Rest API's?Summary: Hi All, I want to create field group using REST API's that are available in sales docs. But I am not able to create it. It is showing following error: Content (…
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Can't able to get Field Groups Using rest Apis Get All Field Groups in the Sales Environment ?Summary: Hello everyone I want to fetch Details of All the Field groups and their Fields Using Rest Apis That are Present in the sales doc I have tried which rest api li…
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How Can we Know the Id of particular FieldGroups in Sales Env To access the data from REST APis?Summary: Hello Everyone I want to know how can we access or know the Particular FieldGroups Id in our sale Env so that we can access the field groups data through the re…
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User accessHi, how are you? Hope you guys can help me. My mission is: Some users can see only his accounts (owner). I"m trying to do this changing the rule of the group "Sales repr…
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Is their any RestApl In Sales Cloud through Which we can access PageLayouts For specific Objects?Summary: Hello , I Want To access page layouts in the sales Cloud For Objects Like Contact, Lead, etc. but using Rest API I want to know Which fields are available In th…
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How can we find out which page layouts are available for specific objects in Oracle sales cloud?Summary: We want to find page layouts for objects in sales cloud using REST API's. Is there any REST API to get page layouts for specific object in oracle sales cloud? C…
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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…
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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…