Core SFA
Discussion List
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Manage Account Hierarchy link in Account Profile TabSummary: We are planning to hide the overview tab and replace it with a custom dashboard. But in doing so, we lose access to the Manage Account Hierarchy page. Is there … -
Owner field not available for workflow in opportunities**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: We want to pass the same workflow that is created in leads to oppo…Ionel Spaloghe-Support-Oracle 1 view 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales
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BPM Approval workflowSummary: BPM Dynamic Approval group and Email template in CX Sales Content (required): Need clarification on following things on regarding BPM Approval flow Is dynamic a…
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To display data from NetSuite application in Oracle Engagement CloudSummary: To display data from NetSuite application in Oracle Engagement Cloud Content (required): Can you please let me know, if you have worked in any requirement where…
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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 … -
How to expose Account attribute "Taxpayer Identification Number" field as a filter in Opportunities**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to expose Account attribute "Taxpayer Identification Number" f…Praveen Desetty - Support-Oracle 12 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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How to fetch Account Address filtered on specific Site Use Code via GroovySummary: How to fetch Account Address filtered on specific Site Use Code via Groovy? Specific Address of an Account is to be retrieved based on Site Use Code. [Multiple … -
Parent Account WorkspaceIs there a way to add the Parent Account column in the Account Workspace. The field is available in the standard Account Object Landing page, but I don't a way to add it…
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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…
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How to add Team Members to Accounts and Opportunities in bulk?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to add Team Members to Accounts and Opportunities in bulk? Sup…Praveen Desetty - Support-Oracle 42 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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What is the difference between similar fields that can be displayed in a workspace?Release: 22A Summary of the question: Question 1: What are the differences between the following two fields that appear in a list of workspaces,when the primary email of…
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Why Newly added Classification codes are not showing up under territory dimension.**This post was created as part of a How to Service Request (SR) Summary:Newly added Classification codes are not showing up under territory dimension. Version (include … -
How to export product catalog from OEC?Summary: Hi Members, I have been looking for a method to export product catalog for sales from OEC. I have tried using export button on manage product groups but it does…Rohit Apsangi 32 views 1 comment 0 points Most recent by Oana Grigorie - Support - Oracle-Oracle Sales -
Early Adopter access to Native Sales AI/ML features Similar Accounts from Sales Prediction frameworkSummary Instructions to request for Early Adopter access (Promo Code) to Native Sales AI/ML features Similar Accounts, Sales Prediction framework within CX Sales Con…
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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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Export GeographiesSummary We need to export list of Country and Country Code from oracle Sales CloudContent We need to export list of Country and Country Code from Oracle Sales Cloud. Exp… -
Inline editing for Account / Contact Landing pageSummary Inline editing for Account / Contact Landing pageContent How to enable or configure inline editing for Account / Contact Landing page. Using inline editing in th…
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Can the Country Code field be removed altogether?Summary: Phone Country Code Field - Removal Content (required): All our Accounts are in the US so there is no need to identify a Country to distinguish #s that are outsi…
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How to enable "All records I can see" in advance filter for Task Object?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to enable "All records I can see" in advance filter for Task O…
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How to resize some FCL fields in the search box dialog?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: To increase user experience our customers will want to stretch som…Ionel Spaloghe-Support-Oracle 1 view 3 comments 0 points Most recent by Andrei Stan-Support-Oracle Sales
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It is supported JSON format in BIP reports output?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: It is supported JSON file format in BIP reports output? With the c…Ionel Spaloghe-Support-Oracle 11 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales
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Why the Custom Subject Area is not showing country field for reporting?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: I'm having trouble with a specific field when building a custom su…Ionel Spaloghe-Support-Oracle 11 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales
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Can we delete/purge parties data?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: We have a requirement to delete parties data that are inactive in …Ionel Spaloghe-Support-Oracle 11 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales
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Warning message with "Continue" optionSummary Warning pop-up message with "ok", "Continue" or "Cancel" optionContent It will be nice to have an option to throw a warning message on the screens with "Ok", "Co… -
Is it possible to disable the object triggers when updating Account using WebServices(REST API)?Summary: When I update Account data using WebServices(REST API), the Account object trigger is fired. Is it possible to disable the object triggers when update Account u…
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CX Sales - turn off auto setting of close date when importing dataSummary: We are importing opportunities from another system that have estimated close dates. When we import open opportunities into CX Sales that have existing close dat…
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Require groovy code to create Attachment to Activities in Oracle sales cloudSummary: Require groovy code to create Attachment to Activities in Oracle sales cloud as soon as they get created in Oracle Sales Cloud Content (required): Version (incl…
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Households not visible to custom roleSummary: Households not visible to custom role Content (required): Hi, I have created a brand new custom role and have added few FSP and DSP to provide access to only Ac…
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Can the Country Code field be removed altogether?Summary: Phone Country Code Field - Removal Content (required): All our Accounts are in the US so there is no need to identify a Country to distinguish #s that are outsi…
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O365 Outlook Plugin - Ability to bulk share emailsSummary: Bulk sharing of emails with CX Sales application utilising Plugin. Content (required): Business users are using Mail Merge to send content to Contacts in bulk. …