Core SFA
Discussion List
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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… -
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… -
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… -
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 35 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…
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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…
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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…
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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 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…