Core SFA
Discussion List
-
Can we still "Create Campaign" in CX Sales?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: Although the user has "Sales Manager" role on Sales Cloud we canno…Ionel Spaloghe-Support-Oracle 41 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales -
How to get new role name reflected in Access Groups**This post was created as part of a How to Service Request Summary: Renaming the custom role in security console the role name change in not reflecting in Access Groups…Vini Rastogi-Support-Oracle 21 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales -
How to disable Log a Call and Call Reports in Workspace Infolets?Summary: I would like to disable Log a Call and Call Reports in the workspace infolet Content (required): Log a call and Call reports are already disabled in Smart Actio… -
What is purpose of Schedule Process --> Process Translations for Workflow Tasks Archive**This post was created as part of a How to Service Request (SR) Summary: What is purpose of Schedule Process --> Process Translations for Workflow Tasks Archive Content…Vini Rastogi-Support-Oracle 101 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales
-
Modify fields in Manage Account Hierarchy PageSummary: Content (required): Hi Experts, Asking if there is a way to modify the Manage Account Hierarchy page, especially modifying the fields in the list view. We have … -
Opportunity line pricing from SCM Cloud possible?Summary: Is it possible to default price on opportunity line from the pricing defined for the product in SCM Cloud? Or using Price Books the only way? Content (required)…
-
Can we add one new Detail (filter) to Configuration Visualization from a Saved Search?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: We are trying to create a new Configuration Visualization with Sou…Ionel Spaloghe-Support-Oracle 51 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales
-
Is there any limit on how many products to be added for a Product Group in Sales Catalog?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Is there a limit of how many products can be added for a…Swathi.Lemati-Support-Oracle 31 views 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle Sales
-
How to re-assign a number of contacts to a new accountSummary: We have a customer that did a spin-off and a number of their contacts are going to a new account - what is the best way to do that in the UI or do we need to us…
-
Payment Method - OSC/CPQSummary Payment Method - OSC/CPQContent Hi all, In a standard sales process, can I register the payment method (cash, credit cards, etc.) of the contact / account in the… -
Data not displayed in NGSSummary: Hi, Quick question - I cannot see any data in NGS, but I can see data in Workspace. For example, in Workspace, I see data if I use My Accounts or All Accounts. … -
Is branding of URLs availabe in Oracle Fusion Sales?Summary: branding of URLs availability in Oracle Fusion Sales Content (required): For example want for customising the standard URLs to customer specific Version (includ…Vini Rastogi-Support-Oracle 21 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales
-
Best Practices when a Sales Rep leaves - what do you do with their accounts, contacts, etcSummary: When a Sales Rep Leaves, and you do the other process to disable them, what is the best practice for re-assigning thier accounts, contacts, etc. to another user…
-
Routines - does it support variable for field update?Summary: Hi, We have use case to update account owner with an attribute from another object for all accounts owned by this owner. Is this possible with Routines action f…
-
How to identify IDCS provisioned for Fusion Sales Pod?Summary: Is there any way we can find the IDCS URL provisioned for each Fusion Sales pod? For example, setup task or security console? Content (required): Customer cloud…
-
Adding additional Match Identifiers while configuring Match Attributes for Duplicate IdentificationSummary: How can we add additional identifier while configuring Match attributes for duplicate identification Content (required): We have business requirement to identif…
-
What is the function of the activity fields Set Status AsSummary: We have some feedback from client that although the value of this field was set to Free or Tentative, it still appears Busy to other users in the Activity Calen…
-
What's New: Release notification for Cloud Readiness / Sales Force Automation**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: When is the ”what's New" section from Cloud Readiness for Sales Fo…Ionel Spaloghe-Support-Oracle 41 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
-
Modify delivered Mobile Phone and Work Phone fieldsSummary: We received a feedback from client and currently have no idea how we can modify these fields. Is this possible? Content (required): Version (include the version…
-
Remove other create action in My Appointments workspace infoletSummary: Our client does not use Call Report and Log a Call and want us to remove the create actions in the infolet. How do we achieve this? Content (required): Version …
-
Get Catalog Product Group Information for PRODUCTSummary Need to get catalog product group information for the products added into revenue linesContent Have revenue lines with type as Group & Product. Able to get catal…
-
Why Territory Assignment Scheduled Process doesn't trigger any println statement in scripts?**This post was created as part of a How to Service Request (SR) Summary: Territory Assignment Scheduled Process doesn't trigger any println statements in field trigger …Vini Rastogi-Support-Oracle 11 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales
-
What are best practices for transitioning/deploying workspace?**This post was created as part of a How to Service Request (SR) Summary: What are best practices for transitioning/deploying workspace? Content (required): NA Version (…Vini Rastogi-Support-Oracle 21 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales
-
How to export and import cascading picklistSummary: We need to export an existing cascading picklist and create a new cascading picklist with same values. Is there any way we can export and import cascading pickl…
-
How to remove sales method name from sales stage in advanced search?**This post was created as part of a How to Service Request (SR) Summary: While using advanced search feature in Opportunity object for sales stage users are getting sal…Vini Rastogi-Support-Oracle 22 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales
-
Is there a way to autorefresh infolets on login?Summary: Is there a way to autorefresh infolets on login? currently if logged into oracle sales cloud, the infolets section shows up, but need to click on 'Refresh' to l… -
Enable email Notification for CX Sales ModuleSummary: Based on the Doc ID 2346344.1, we were unable to loacte the domain wise email enablements, We wanted to know this feature is currently supported or not ? Conten… -
Digital Sales - Account HierarchySummary: Hi, We'd like to manage account hierarchy in Digital Sales with the following capabilities - Add Child Remove Child Are these features supported? Thanks, Adam C…
-
Deep Link for Manage Account HierarchySummary: Hi, We'd like to add OOTB Manage Account Hierarchy in a custom VB page. Can you advise if there is a deep link we can use? If not, how can we construct the URL …
-
CX Sales Mobile - Around MeSummary: We'd like to display opportunity in Around Me. Has anyone come with a solution for this? Content (required): Version (include the version you are using, if appl…