Core SFA
Discussion List
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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 4 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 …
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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 14 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 2 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 12 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 … -
Parent Account WorkspaceIs there a way to add the Parent Account column in the Account Workspace. The field is available in the standard Account Object Landing page, but I don't a way to add it…
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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 44 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…
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Why Newly added Classification codes are not showing up under territory dimension.**This post was created as part of a How to Service Request (SR) Summary:Newly added Classification codes are not showing up under territory dimension. Version (include …Vini Rastogi-Support-Oracle 3 views 2 comments 0 points Most recent by Vini Rastogi-Support-Oracle Sales
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How to export product catalog from OEC?Summary: Hi Members, I have been looking for a method to export product catalog for sales from OEC. I have tried using export button on manage product groups but it does… -
Early Adopter access to Native Sales AI/ML features Similar Accounts from Sales Prediction frameworkSummary Instructions to request for Early Adopter access (Promo Code) to Native Sales AI/ML features Similar Accounts, Sales Prediction framework within CX Sales Con…
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Early Adopter access to Sales Insights for CX SalesSummary Instructions to request for Early Adopter access (Promo Code) to Sales Insights features e.g. Activity Effectiveness, Contact Validation for Opportunity and Lead…
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Export GeographiesSummary We need to export list of Country and Country Code from oracle Sales CloudContent We need to export list of Country and Country Code from Oracle Sales Cloud. Exp… -
Inline editing for Account / Contact Landing pageSummary Inline editing for Account / Contact Landing pageContent How to enable or configure inline editing for Account / Contact Landing page. Using inline editing in th…
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Can the Country Code field be removed altogether?Summary: Phone Country Code Field - Removal Content (required): All our Accounts are in the US so there is no need to identify a Country to distinguish #s that are outsi… -
How to enable "All records I can see" in advance filter for Task Object?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to enable "All records I can see" in advance filter for Task O…Hector Dantas-Support-Oracle 12 views 1 comment 0 points Most recent by Hector Dantas-Support-Oracle Sales
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How to resize some FCL fields in the search box dialog?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: To increase user experience our customers will want to stretch som…Ionel Spaloghe-Support-Oracle 2 views 3 comments 0 points Most recent by Andrei Stan-Support-Oracle Sales
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It is supported JSON format in BIP reports output?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: It is supported JSON file format in BIP reports output? With the c…Ionel Spaloghe-Support-Oracle 23 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales
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Why the Custom Subject Area is not showing country field for reporting?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: I'm having trouble with a specific field when building a custom su…Ionel Spaloghe-Support-Oracle 12 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales
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Can we delete/purge parties data?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: We have a requirement to delete parties data that are inactive in …Ionel Spaloghe-Support-Oracle 11 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales