Core SFA
Discussion List
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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… -
How To Investigate A Lead That Is Being RetiredContent Hi, We have leads being set to Retired by an integration user. I want to investigate how these leads are set i.e. by webservices, by scripts. etc. Is there a way… -
Meaning of Functional read and Functional update check boxes in Custom object securitySummary Meaning of Functional read and Functional update check boxes in Custom object securityContent Hi All , In custom object security section there are Owner, Owner a… -
Is There A Way To Un-Retire A Lead?Content Hi, What are the ways we can un-retire a lead? Thanks, Ed Version 20D
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Mass Upload of Contact Profile Picture in Oracle Engagement CloudContent We need to upload Contact profile picture for 5000 records, Currently we have option in Import Management tool for normal attachments for Opty, Account, Contact …
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Sales – CX Sales 21B-C Updates for SFA and PRM, 5 May 2021, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 21B-C Updates for SFA and PRM session to have them answered during the live event. Post your questions by posting …
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how to download attachment of an custom object record using API or DeeplinkSummary is there any API or deeplink available to download attachmentContent HI All, I'm checking for an API or deeplink to download attachment, i have tried with 1. /cr…
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How to add a VBCS app Link in Workspace for Opportunity List ViewSummary How to add a VBCS app Link in Workspace for Opportunity List ViewContent Hi, We have a requirement to add a smart action or provide a link to VBCS app from Works…
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RESCHEDULED: Sales – Innovation Showcase: Oracle Sales Assistant, Monday, 12 April 2021, 8 a.m PT -Content Due to unforeseen issues, this event is rescheduled to a later date. An announcement with the updated event details will be posted. Apologies on the inconvenienc…
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Automatic Territory Assignment Options Besides Profile Option - Assignment Submission at Save EnableContent Hi, We've recently experienced that the territory assignment assignment isn't running automatically with the opportunities. We had to manually trigger via 'Save …
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Is there any rest api to run the report and download outputSummary Rest api for BI analysisContent Hi, Is there any rest api availbe to run and BI analysis and download the output. eg: Lead analyis Regards, Sudheer.
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OTBI: How can we use a generic month in a reportSummary OTBI: How can we use a generic month in a reportContent Hi, Attached is an nquerylog for a report. We want that it should show # of Open opportunities from the c… -
Workaround To Searching Products and Product Groups in Workspace or Normal SearchContent Hi, I learned that Product and Product Group search is only available for the adaptive search REST api. Is there a workaround for this using the normal search or…
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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… -
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… -
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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How to fetch files from UCM and move to different serverSummary What are the options to fetch file from UCM and move to another server location by automaticContent BICC extracts files into UCM and those files are generated da…
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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 … -
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…