Core SFA
Discussion List
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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…
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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…
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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…
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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…
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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 …
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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…
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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
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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
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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…
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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 21 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales
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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…
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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 …
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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…
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How to Download / Export the data on the Contact Object?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to Download / Export the data on the Contact Object? Supportin…Praveen Desetty - Support-Oracle 51 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle Sales -
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 …
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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 31 views 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 21 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 … -
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 111 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…