Core SFA
Discussion List
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Next Gen Sales - Sales Pipeline Infolet doesn't return any dataSummary: Content (required): Hi Experts - While I am checking the Sales Dashabord in redwood UI, Sales Pipeline doesn't return any data. Pls find the attached screenshot… -
Task Template assignmentSummary: Is there a way to create a task template that assigns the task to a specific user? Example: Sales Rep A has certain tasks that need to be performed by different…
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Modify Task Notification verbiage & actionsSummary: Content (required): Is it possible to modify the out-of-the-box Task notification verbiage? Specifically the notification when a task has been updated, requirem…
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Which privilege to display the Sales Channel and Primary Partner fields in Opportunity?Summary: Privilege to see the Sales Channel and Primary Partner fields in Opportunity? Content (required): I have a custom role copied from the standard Sales Representa…
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How to add Account Notes, Contact Notes content as part of the global search?Summary: Adding Notes to the global search Content (required): Need to search on the Notes contents on the Global search Version (include the version you are using, if a…
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Mask custom field values by replacing with "*" or "#" for certain rolesSummary Mask custom field values by replacing with "*" or "#" for certain rolesContent We want to mask custom field values by replacing with "*" or "#" for sales rep rol… -
Excel and PDF Custom FieldsSummary: Is it possible to download the Customer business object fields and their respective values to an excel or PDF from the customer screen itself. Or what alternati…Andrés Felipe Balaguera Rodriguez 32 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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How to setup Parallel approval for Opportunity?Summary: I want to configure a Parallel Approval process where parallel approval will push to 2 or 3 sales managers. Out of three managers any one response (approved/rej… -
Recycle BinSummary I like to see deleted records and possibly restore themContent It happens that records are deleted by mistake, it would be useful a recycle bin in order to check…
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Phenomenon where save and continue is not displayedContent (required): Custom object → Select Opportunities sub-tab → Create When I open the Create Opportunity screen with this procedure, save and continue does not appea…
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How to create action/link to open a custom object's Create page?Content On an account, there are quick actions like Create Task, Create Appointment, and Create Service Request. Once clicked, it opens the create page for the correspon… -
How to enable recurring Activities (Tasks & Appointments) in CX Cloud?Summary: Need documentation on how to set this up for CX Cloud. I have found articles on this related to Next Gen but can't seem to find anything regarding enabling for … -
Account Auxiliary Classification Table NameSummary: I am looking for Account Auxiliary Classification Table Name Content (required): Can you please help me to find the table name which stores Account Auxiliary Cl…
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Merging Contacts Created By PartnersSummary: Hello everyone. Hope the community can help us with a CDM merging topic. We have both internal employees and Partners utilizing CRM together. Employees have ful…
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Workspace - Dependent Filters and Next/Previous RecordSummary: Hi, Can you help to answer the following questions with Workspace/Adaptive Search in the Simplified UI? 1. Is it possible to enable dependent filters? For examp… -
Sales Campaigns and CampaignsContent Hi Community Members, Could someone explain me the difference between sales campaign and campaign? I can these 2 objects in app composer and SUI. When one should… -
How can I make standard Contact fields, that are defined as Text Formula type, available in VBS?Summary: How can I make standard Contact fields, that are defined as Text Formula type, available in VBS? Content (required): I'm developing a CX Sales extension, and I … -
[NGS]Need steps to implement SUI features Like Assessments, Sales coach, recommendation.Summary: Users are trying to use next gen digital sales UI for opportunity object and needs to know how to setup OOTB functionality is missing as comparison to SUI featu…Vini Rastogi-Support-Oracle 31 views 1 comment 1 point Most recent by Vini Rastogi-Support-Oracle Sales -
[NGS]Steps to view Deal registrations for OptySummary: Is it feasible to view Deal registrations for Opty in Next Gen Content (required): When user goes to Opty in Next gen, they do not see deal registration header.…Vini Rastogi-Support-Oracle 41 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales
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How to add a field grouping to a desktop page?Summary: Hi, I want to add a field grouping to 'Person' Page on Customer Data Management Tab in fusion . Content (required): I want to add a field grouping to 'Person' P…
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What is the best practice for managing a work email and a personal emailSummary: We have contacts that have both a corporate email and a personal email, that they often register for webinars with, what is the best practice for having both em…
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Is there a way to create an Account as part of adding a Contact in the O365 Outlook UI?Summary: When I am in Outlook and am adding a contact as part of an email, and the contact and account the contact works for are not in CX Sales. I can Create the Contac…
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Will Service Request , Opportunities will be asked to be deleted from Oracle if database is fullSummary: Hi, Our business team has a concern related to Service Request and Opportunities . We know that there is no archiving process currently available in Oracle Enga… -
Join us for Oracle Product Council Week (May 15th - May 19th )What are Product Council Meetings? Product Council Meetings are Customer Exclusive Events to listen and engage with our customers to articulate development plans, strate…Declan Cunningham-Support-Oracle 51 views 0 comments 2 points Started by Declan Cunningham-Support-Oracle Sales -
Task Notification BehaviorSummary: Content (required): Hi everyone, We have a user who had 69 notifications Task notifications. They said that the next day the number dropped down to one. The use…
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VBS provisioned for Fusion Cloud@Customer?Summary: Client has Fusion Cloud@Customer. Is VBS provisioned for this deployment option? Content (required): Version (include the version you are using, if applicable):…
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Is there a way to limit the child level records in the response of Adaptive Search via REST?Summary: Content (required): We are querying Contacts entity via Adaptive Search REST. Included in our query are child/related-level criteria. However, for the search re…
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"Exception during RestAction" Error When Using Next GenSummary: 1. Navigate to Digital Sales -> Accounts 2. Choose one account 3. The error is occurring during opening the record from the list page and when moving to the nex…Jacqueline Li-Support-Oracle 1.3K views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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Default column in Manage Saved Searches > Manage List does not workSummary: Content (required): I don't know if this is a product bug. Based on documentation, user should be able to set user-level default saved searches using the Defaul…
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What does "You can't change the lock assignment for the sales account director. (ZCA-210018)" mean?Summary: Content (required): User is removing a resource from the account team and encountered this message. I am still trying to replicate it but would like to as in ge…