Core SFA
Discussion List
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Trigger workflow in future dateContent Hi Community Members, I would like to know how we can call the object function using workflow which will trigger in future date? I have tried setting execution d… -
Asset subtab in ContactContent Hi All, I would like to know about exposing asset subtab in contacts. I can see the subtab is exposed in application composer pages but when I checked on UI the …
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Controlling Workspace AccessContent Hi All, I am looking for a way to remove create record access for workspace. As of now i can see + icon to create new records from workspace. Is there any soluti…
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Date and Time Stamp Format for Import Management ToolSummary I need to find a date/time stamp format that the Import Management tool acceptsContent I need some assistance in identifying an approved date/time stamp for the … -
How to get the below new fusion theme for Oracle Sales CloudSummary How to get the below new fusion theme for Oracle Sales CloudContent New fusion theme for Oracle Sales Cloud -
Fusion Integration (CRM & Finance)Content Hi, We have GSI environment where our customer have the license of OEC, SCM and Finance (All are in same accessible through same URL) and we have ICS. We have to…Mohana Gopal Selvam-Oracle 40 views 7 comments 1 point Most recent by Mohana Gopal Selvam-Oracle Sales -
the constraint choice list in reversed order(hierarchical manner).Summary I am looking for a solution on the constraint choice list in reversed order(hierarchical manner).Content Hi, I am looking for a solution on the constraint choice…
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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…
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Integrating same Fusion applications (Fusion HCM and Fusion CRM)Summary Integrating same Fusion applications (Fusion HCM and Fusion CRM)Content Dear Experts, I need your expert advice on my understanding with respect to "Oracle Sales…
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LinkedIn Sales Navigator in Engagement CloudSummary Is anyone using this integration?Content I'm looking to see if anyone is using the LinkedIn Sales Navigator within Engagement Cloud, and if so, if you would mind… -
Opportunity status and sales stage relationContent Hi Community Members, I have observed one behavior while working on opportunity. Even though I have defined status as closed in one of the sales stage in Manage …
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What is the Character Limit in Picklists in Oracle Engagement cloudSummary What is the Character Limit in Picklists in Oracle Engagement cloudContent Hi, What is the Character Limit in Picklists in Oracle Engagement cloud. We are trying…Prakash Velamuri-143489 13 views 3 comments 0 points Most recent by Vini Rastogi-Support-Oracle Sales
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Mass update of revenue linesSummary Mass update of revenue linesContent Hi All, My customer has many custom fields in revene level and wants to update all these custom fields in one go if he has ma…Prakash Velamuri-143489 10 views 3 comments 0 points Most recent by Vini Rastogi-Support-Oracle Sales
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CX – Oracle Engagement Cloud: Change in Enhancement Request Process for Engagement Cloud Customers,Content Submit your questions for the CX – Oracle Engagement Cloud: Change in Enhancement Request Process for Engagement Cloud Customers session to have them answered du… -
Shortcut to a Create Page?Summary Can I create a Call Report directly from springboard or announcements?Content Is there a way to create a shortcut (via a URL, perhaps) to go directly to a Create… -
Whats the name of the table in which Account hierarchy is stored?Summary Whats the name of the table in which Account hierarchy is stored?Content Whats the name of the table in which Account hierarchy is stored? -
Create follow-up Appointment from Call ReportSummary can a follow-up appointment be created from a call report?Content When looking at an appointment, we have the ability to create call reports, follow-up appointme…
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Need to add only the Opportunity owner to the Sales teamSummary Need to add only the Opportunity owner to the Sales teamContent Hi , My customer has a the following use case and any help will be really appreciated * Each acco…
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Sales Campaign - Forward to FriendContent Hi, Can we customize the Forward to Friend (Response Form) in Sales Campaign ? Thanks, MohanMohana Gopal Selvam-Oracle 15 views 2 comments 2 points Most recent by Mohana Gopal Selvam-Oracle Sales
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Sales Team - remove Territories - Lead vs OpportunitySummary Sales Team - remove Territories - Lead vs OpportunityContent Hi all, Why in the Leads the Territories can be eliminated and not in the Opportunity? In App Compos… -
Formula field in lead assignment rulesContent Hi All, I am not able to access formula field in setup and maintenance task manage sales lead assignment rules. Is it a standard behaviour? Why we can not access…
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Resource OrganizationSummary Resource OrganizationContent Hi all, Is it possible to create the following organization chart with the different Organizations shows the figure? I refer to the … -
New 'Import Management' Data Security aspectsSummary New 'Import Management' Data Security aspectsContent Its observed that even for Sales Rep and Managers this option is enabled for default Navigator > Import mana…
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Need to expose the executive dashboards on Sales home pageSummary Need to expose the executive dashboards on Sales home pageContent We have developed an excutuve dashboard to contain 6 BI reports for the upper management users.…
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Visibility and access to the ContactSummary Visibility and access to the ContactContent Hi all, I have this business requirement and I need your advice: Currently all Contacts created by any role, are visi…
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Sales Campaign - VisibilityContent Hi Experts, I am trying to explore the Sales Campaign functionality. I did the following steps 1. Created Users with Roles Sales Manager / Sales Representative 2…
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User's SkillSummary User's SkillContent Hi all, When a new internal employee user is created as a Sales Representative, is there an OOTB way to store the employee's SKILL? That is, …
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Can "Manage Users" be customized?Summary I'd like to create a custom field for Employee NumberContent Can the "Manage Users and Roles" screen be customized? I'd like to add an "Employee Number", but the…
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Icon not visibleContent Hi, I tried to enable the Sales Campaign. I have done the following steps. 1. Enable the Sales Campaign in the offerings 2. Create Sandbox 3. Enable it in Struct…Mohana Gopal Selvam-Oracle 23 views 2 comments 2 points Most recent by Mohana Gopal Selvam-Oracle Sales
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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…