Core SFA
Discussion List
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User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Summary User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Content Hi, We've created users in OSC but they are not appeari… -
Cisco AMP and OSC Outlook AddInSummary Any workaround for Outlook AddIn when ScriptControl (wshom.ocx) is enabled?Content Hi, we have Cisco AMP installed, and with increased frequency of cyberincidenc… -
Contact not found in UI but seen as active in reportingSummary Contact not found in UI but seen as active in reportingContent We recently did some contact dedup and merging. Encountered issue where few contacts show as activ… -
Feature Friday: FavoritesContent Beginning in 21A, sales people can now mark and view their favorite records in Workspace, from record’s edit page, or in the CX Sales Mobile application. This ma… -
how to make field as required at Accounts / Contacts only in Sales CloudContent Hi All, We have all the fusion products for our instance (Sales / HCM / SCM / ERP). We want to make a custom field as required at Accounts in Sales Cloud and tha… -
Feature Friday: Access GroupsContent Access Groups make it easier for application administrators to provide user access to segmented business data such as Accounts, Contacts, Opportunities and Custo…
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How to Stop Syncing Products created manually OR via file import in Sales Cloud to ERP PIMContent Hi All, We are stuck with one major issue. We have Oracle ERP Cloud/PIM and Oracle Sales Cloud in Same POD. Whenever we create any new record manually in Sales >… -
Application Usage Insights - 20DSummary Track CX Sales User AdoptionContent Hi all, In version 20D there is a new visualizations in the new "Application Usage Insights" area, accessed directly from the… -
How To Check Email Sent to [email protected]Summary How To Check Email Sent to [email protected] Hi, Our data in our DEV environments are masked with emails of resources set to sendmail-test-…
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BPM email template on every updateContent Hi Members, I have configured the option in BPM worklist so that initiator will receive the email on every update but it seems that the email template is not dis… -
How To Determine If The Opportunity Is Created From A Deal RegistrationSummary How To Determine If The Opportunity Is Created From A Deal RegistrationContent Hi, Is there a field (flag) that will tell if an opportunity is converted from a d…
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How to create action/link to open a custom object's Create page?Content On an account, there are quick actions like Create Task, Create Appointment, and Create Service Request. Once clicked, it opens the create page for the correspon… -
Email Template for BPM workflowsContent Hi Members, I would need to explore options for modifying OOTB email template options for BPM approval. As of now we can just provide inputs as Title 1, Title 2.…
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Workspace object not listedSummary Accounts object not visible for some users in WorkspaceContent Accounts object is not visible for some users in Workspace in Oracle Cx sales. It is however visib…
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Sales – 2020 Year in Review & What's Next, 11 January 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – 2020 Year in Review & What's Next session to have them answered during the live event. Post your questions by posting a new… -
How To Filter Workspace Saved Searches Based on the Territory of the UserSummary How To Filter Workspace Saved Searches Based on the Territory of the UserContent Hi, Is it possible to filter workspace saved searches based on the territory of …
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What Drives the Follow Up Date Functionality In OpportunitySummary What Drives the Follow Up Date Functionality In OpportunityContent Hi, I'm investigating why users received a follow up email ahead of what they set as the "foll…
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How To Use Multiple Username in an EL ExpressionSummary How To Use Multiple Username in an EL ExpressionContent Hi, I want to limit visibility in an infolet by username. How do I set the EL Expression to filter multip…
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Feature Friday: Workspace InfoletsContent Workspace Infolets are new (with 20D), configurable mini-workspaces that provide UX continuity between the Workspace and Infolets on the Task-based Home UX. Thes…
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Manage Sales ChannelsSummary Manage Multiple SkillsContent Hi all, Our salespeople have different sales channels or "skills" to work with Leads and Opportunities: * Inbound calls * Outbound …
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RESCHEDULED: Sales – CX Sales - 2020 Year in Review & What's Next, 10 December 2020, 8 a.m. PT - SubContent Due to unforeseen issues, this topic has been rescheduled to a later date. An updated announcement with the event details will be posted. Apologies for the incon…
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Invoke BI analysis through SOAP wsSummary Not able to invoke BI report through soap web serviceContent HI All, Im trying to invoke a BI report through soap api with below payload but im getting ""en-US">…
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How To Determine The Assigned Territory of an OpportunitySummary How To Determine The Assigned Territory of an OpportunityContent Hi, How do you determine the assigned territory of an opportunity? Thanks, Ed
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Office 365 Add-In Menu Option issuesSummary Issue with Opportunities and Sales Leads displaying in OutlookContent We are on the latest OSC (CX Sales) version - 20C. We are deploying the Office 365 Add-In. …
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Feature Friday: Advanced ForecastingContent See how Sales Planning Cloud enables advanced forecasting using data sourced from ERP actuals plus CRM pipeline data to trangulate the most realistic forecast th…
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How to update Sales Stage in OSC depending on the status in CPQ?Summary How do I update Sales Stage in OSC depending on the status in CPQ?Content Hi Everyone! We want to update the sales stage in Oracle Sales Cloud when the status in…
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How To Check Job Role Code Without Access To Security ConsoleSummary How To Check Job Role Code Without Access To Security ConsoleContent We're using SSO in logging in to OSC and we don't have access to the security console to che…
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Feature Friday: Microsoft 365 Email IntegrationContent Eliminate the time reps spend switching between applications and the CRM. Without leaving their Microsoft 365 email application, reps can use the Oracle Sales pl…
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How To Import Sales Products From PIM Data HubSummary How To Import Sales Products From PIM Data HubContent Hi, Is there a documentation on how to use 'Import Sales Products From PIM Data Hub' job in Oracle Sales Cl…
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How To Redirect An Infolet To The Landing PageSummary How To Redirect An Infolet To The Landing PageContent Hi, Is it possible to redirect an infolet to the Opportunity Landing Page? If yes, is it also possible to k…