Core SFA
Discussion List
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How To Add A Custom/Standard Field in the Manage ColumnsSummary How To Add A Custom/Standard Field in the Manage ColumnsContent Hi, I want a custom/standard field to appear in the Manage Columns so I can see that field in the… -
Documentation on Account Merge ?Summary: Content (required): Can anyone share documentation on the OOTB features of Account Merge ? Version (include the version you are using, if applicable): 21C Code … -
Feature Spotlight: Estimated CompensationSummary New Video and Content Focused on Estimated Compensation FeatureContent Are your sales reps tired of not knowing what their compensation will be for a particular … -
CX Sales- How can we make Resource party id equal to Party numberContent We are using Oracle fusion HCM and CX Sales. When we are creating an employee in HCM and then after setting him us as a resource in CX sales some time almost 70%…
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How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…
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Feature Spotlight: Analytics for CX Sales MobileContent Analytics with modern visualizations and mobile friendly display is available starting 21C . With performance and key metrics available in the mobile app, sales … -
Partner territory re assignment is not workingSummary Partner centric, Channel sales manager territory assignment is not workingContent Hi All, When an primary partner field updated in opportunity, the territory re …
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Phone/Email Verification - QualitySummary Inconsistent results in quality of data verification for Phone/EmailContent Observations from several rounds of testing with Show Valid Status for Email and Phon… -
Territory re assignment to opportynitiesSummary Territory re assignment or re allignment when the primary partner changes in opportunityContent Hi All, We have territory assignment to opportunities with both p…
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Partner territory assignment to opportunitySummary If i create a opportunity 1st and associate partner afte that will the the partner territory assigned to opprtunityContent HI All, 1. if i create a opportunity f…
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How To Setup Email Notification For Assigned Resource in Lead Assignment RulesSummary How To Setup Email Notification For Assigned Resource in Lead Assignment RulesContent Hi, My requirement is to have an email notification sent to the assigned re…
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JBO-25004: Definition name of type View Definition is invalid received in generate artifactsContent Hi Team, While generating the artifacts in application composer, I am receiving the below mentioned error message for the custom object called selling limit. I h… -
Internal Resource Organization Structures are different in English and Other Language sessions.Content Hi Team, The Internal Resource Organization structure hierarchies are different when we login with English and Japanese sessions. It seems like when we create Or…
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Bell notification hyperlink is not working properlyContent Hi Team, We have an requirement to send an approval notification to the manager through email as well as in bell notification. In the bell notification the recor…
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Performance benchmark document for CX Sales?Content Is there any published performance benchmark for CX Sales OOTB, using general set of parameters? Version 21B
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Phone/Email VerificationSummary Inconsistent behavior in verification service for phone and emailContent We have been testing the recently launched phone and email verification service and are …
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Feature Spotlight: Mobile App ComposerSummary Configuring the CX Sales Mobile application is easy with the Mobile App Composer.Content The new CX Sales Mobile app helps sellers get more done in less clicks w…
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Feature Friday: CX Sales MobileContent The new CX Sales Mobile app helps sellers get more done in less clicks with biometric authentication, an action-driven home screen, optimized task flows, and sav… -
Will the accout owner/team member will get default visibilty to account opportunitiesSummary Is it possible to see opportunities on landing page where the user is owner of accountsContent Hi All, There is a owner and few team members associated to an acc…
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How to configure auxiliary dimension for opportunity custom field for territory assignmentContent Hi All, Can anyone help me with steps or special configuration steps required to setup opportunity object custom field as auxiliary dimension. i was following or…
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How can we integrate Oracle CX Sales Cloud with DocuSignSummary How can we integrate Oracle CX Sales Cloud with DocuSignContent How can we integrate Oracle CX Sales Cloud with DocuSign. Do we have REST/Soap api or any other w… -
User Profile Functionality in Oracle Sales CloudContent Hi, Is there a function in Oracle Sales Cloud that is similar to the User Profile option in Siebel where I can configure a profile name and value that is accessi…
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How To Assign New Owner In Sales Lead Using Groovy ScriptContent Hi, I am trying to develop a way to reassign a lead back to its previous owner when the current assigned owner rejects the assignment. However, on the part of se…
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Where Do You Find Business Unit Field in ResourcesContent Hi, I'm having trouble searching for Business Unit in Resources in the UI. Any idea where to find it? Thanks, Ed Version 21A
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REST API to get Account TerritoriesSummary Need a REST API to get list of Territories allocated to specific AccountContent Is there a REST API which can fetch list of Territories allocated to specific Acc…
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How To Get Sales Lead Custom Field Show Up As Attribute In Lead Assignment ConditionContent Hi, I just created a new text formula field and I want it to use as a condition in a Sales Lead Assignment Rule. It doesn't show there currently and my question …
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Feature Friday: Smart ListsContent Wouldn't it be so much easier if sales reps could just automatically see a list of their most relevant accounts, opportunities and activities, rather than waste …Michelle Brusyo-Oracle 17 views 1 comment 2 points Most recent by Kayleigh Halko - Oracle-Oracle Sales
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Resources and Resource OrganizationsContent If users are not using resource organizations and resource hierarchy in Oracle Cloud as the source of truth in their systems and dont want to maintain it for eve…
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Activate Action Only When Logged-In Resource Has Correct RoleContent Hi, I'm creating an action which triggers a groovy script but I want that action to be only available to certain types of resource roles. How do I achieve this? …
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New Feature: Email & Phone Verification in CX SalesSummary Beginning in 21B, we are introducing added email and phone verification capabilities to...Content Beginning in 21B, we are introducing added email and phone veri…