Core SFA
Discussion List
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Any object trigger/WF for Account Hierarchy?Summary Any object trigger/WF for Account Hierarchy?Content Do we know if I can have object trigger or workflow raised if I use Maintain Hierarchy link to add child node… -
Lead AssignmentContent Hello Community Members, Can we assign leads in Round Robin fashion? suppose there are 4 leads and 3 sales reps then leads should be assigned as : lead 1 - Sales… -
Fetching Account Details on LeadSummary I want to fetch Account details on lead when existing account is selectedContent Hi , I just want to fetch few fields from account record to Sales Lead detail pa… -
Best practice for Location GeocodingSummary Best practice for Location GeocodingContent Hi, We have 2.6 million US addresses in hz_locations. When I try to run ESS 'Populate Location Latitude and Longitude…
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Action on SubtabSummary Action on SubtabContent Hi, We want the export feature on some of the subtab (e.g. Relationship on Household, Note/Activity on Contact) so that we can use them o…
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Fetch Accounting Calendar Details via Groovy/WebserviceSummary Fetch Accounting Calendar Details via Groovy/WebserviceContent Do we have any methods to fetch Accounting Calendar Details via Groovy/Webservices [SOAP/REST] in …Shivakumar Ayyanagowdar-Oracle 41 views 7 comments 0 points Most recent by Shivakumar Ayyanagowdar-Oracle Sales -
CX Sales Center of Excellence Best Practice Resource CentersSummary Go to these Resource Centers to get Best Practice materials written to help you implement and manage CX SalesContent CX Sales Resource Centers contain Oracle CX … -
Party Hierarchy Tree Creation/Update via WebservicesContent Can somebody point me to information for Party Hierarchy Tree creation/update via SOAP/REST API, or some blog spot with some sample payloads. I was trying out th…Shivakumar Ayyanagowdar-Oracle 63 views 4 comments 0 points Most recent by Shivakumar Ayyanagowdar-Oracle Sales
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Complimentary Data Health Scan ReportSummary Is the data powering your sales and marketing programs accurate and complete? Content You need clear visibility into your prospects and customers for your sales … -
ValidationException with a defined variableContent I'm looking to have a validation exception or warning pop up and visible to the user but I want to include a def variable and not specifically a hard-coded messa… -
Attachments in Oracle Sales / Engagement Cloud is Extensible?Summary Attachments in Oracle Sales / Engagement Cloud is Extensible?Content Hi, We want to add custom field called "Document Type" in attachments within Account Layout.…User_2025-01-28-07-06-00-829 56 views 3 comments 1 point Most recent by Manoj Kumar-Support-Oracle Sales -
Phone number formatSummary Changing the default capture formContent Hi Our users outside the USA are complaining about the format of the phone number for a contact. They would like to have… -
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…
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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 …User_2025-01-25-04-04-14-363 58 views 2 comments 0 points Most recent by User_2025-01-25-04-04-14-363 Sales
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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
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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… -
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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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…User_2025-01-28-01-29-38-878 40 views 0 comments 0 points Most recent by User_2025-01-28-01-29-38-878 Sales
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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 23 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 30 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…
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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…
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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? -
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, Mohan
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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…