Core SFA
Discussion List
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Can You Link an OTBI Report on the Sales Cloud Homepage?Content Hi, We want users to give quick access to their most used reports in OTBI by trying to find a way to have the link available in the sales cloud homepage. Is this…
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How To Import/Export Lead Assignment RulesContent Hi, I want to extract the existing lead assignment rules in oracle sales cloud, update and be able to import the updated rules back in OSC. Is this possible? Tha…
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Sales – Oracle Sales Innovation Roadmap, 10 March 2021, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Oracle Sales Innovation Roadmap session to have them answered during the live event. Post your questions by posting a new c…
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Validation on AttachmentsContent Hi, We have a business use-case where we want to drive the users to mandatorily add attachment based on some custom fields. Is there something we can do to achie…
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Sales Lightbox - VideosSummary Store, access, and share videosContent Hi all, Is there in Sales a tool similar to "Sales Lightbox" but instead of uploading .pptx or pdf files I can upload vide…
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21A Release HighlightsContent The 21A release of Oracle CX Sales is GA and is the first of four releases planned for calendar year 2021. Highlights from this release include: * Smart Lists: S…
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Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserSummary Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserContent Hi, Is it possible to filter records that were recently modified/upd…
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Is it possible to have 2 different extraction on same data storeSummary CrmAnalyticsAM.OpportunityAM.Opportunity is added into multiple data storeContent Already there is an extraction available for opportunity VO and we need to crea…
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Microsoft 365 Add-in For Oracle - How much?Content Hi, I came across this Microsoft 365 add-in and was wondering if there's any license cost to implement this? https://docs.oracle.com/en/cloud/saas/sales/21a/oasa…
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Sales – Grow Your B2B Business with New Online Sales Channels, 25 February 2021, 8 a.m PT - Submit QContent Submit your questions for the Sales – Grow Your B2B Business with New Online Sales Channels session to have them answered during the live event. Post your questi…
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How To Change Active Party Usage Assigned to User in Resource DirectorySummary How To Change Active Party Usage Assigned to User in Resource DirectoryContent Hi, I want to update the usage for a resource in resource directory. How do I upda…
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Need details of Account Assessment REST APISummary Need details of Account Assessment REST APIContent Hi, For our project, we are using VBCS cloud to display Assessment questions/Answers for an Account Scorecard.…
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Feature Friday: News Feed Home PageContent The News Feed home page layout is our recommended way for you to give your users a fast, easy to use home page. To help you understand and quickly switch to the …
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How To Filter Opportunities in Workspace by the Product It ContainsSummary How To Filter Opportunities in Workspace by the Product It ContainsContent Hi, I want to create a saved search in Opportunities workspace where I can filter it w…
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Sales – CX Sales & CPQ- How Can You Gain A Larger Share Of The Customer’s Wallet?, 22 February 2021,Content Submit your questions for the Sales – CX Sales & CPQ- How can you gain a larger share of the customer’s wallet? session to have them answered during the live eve…
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Sales – CX Sales 21A-21B Updates for SFA and PRM, 17 February 2021, 10 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 21A-21B Updates for SFA and PRM session to have them answered during the live event. Post your questions by postin…
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User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Summary User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Content Hi, We've created users in OSC but they are not appeari…
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Contact not found in UI but seen as active in reportingSummary Contact not found in UI but seen as active in reportingContent We recently did some contact dedup and merging. Encountered issue where few contacts show as activ…
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Feature Friday: FavoritesContent Beginning in 21A, sales people can now mark and view their favorite records in Workspace, from record’s edit page, or in the CX Sales Mobile application. This ma…
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how to make field as required at Accounts / Contacts only in Sales CloudContent Hi All, We have all the fusion products for our instance (Sales / HCM / SCM / ERP). We want to make a custom field as required at Accounts in Sales Cloud and tha…
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Feature Friday: Access GroupsContent Access Groups make it easier for application administrators to provide user access to segmented business data such as Accounts, Contacts, Opportunities and Custo…
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How to Stop Syncing Products created manually OR via file import in Sales Cloud to ERP PIMContent Hi All, We are stuck with one major issue. We have Oracle ERP Cloud/PIM and Oracle Sales Cloud in Same POD. Whenever we create any new record manually in Sales >…
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Application Usage Insights - 20DSummary Track CX Sales User AdoptionContent Hi all, In version 20D there is a new visualizations in the new "Application Usage Insights" area, accessed directly from the…
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How To Check Email Sent to sendmail-test-discard@oracle.comSummary How To Check Email Sent to sendmail-test-discard@oracle.comContent Hi, Our data in our DEV environments are masked with emails of resources set to sendmail-test-…
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How To Determine If The Opportunity Is Created From A Deal RegistrationSummary How To Determine If The Opportunity Is Created From A Deal RegistrationContent Hi, Is there a field (flag) that will tell if an opportunity is converted from a d…
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Workspace object not listedSummary Accounts object not visible for some users in WorkspaceContent Accounts object is not visible for some users in Workspace in Oracle Cx sales. It is however visib…
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Sales – 2020 Year in Review & What's Next, 11 January 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – 2020 Year in Review & What's Next session to have them answered during the live event. Post your questions by posting a new…
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How To Filter Workspace Saved Searches Based on the Territory of the UserSummary How To Filter Workspace Saved Searches Based on the Territory of the UserContent Hi, Is it possible to filter workspace saved searches based on the territory of …
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What Drives the Follow Up Date Functionality In OpportunitySummary What Drives the Follow Up Date Functionality In OpportunityContent Hi, I'm investigating why users received a follow up email ahead of what they set as the "foll…
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How To Use Multiple Username in an EL ExpressionSummary How To Use Multiple Username in an EL ExpressionContent Hi, I want to limit visibility in an infolet by username. How do I set the EL Expression to filter multip…