Feature Kit
Discussion List
-
communication feature within CX sales.Is there a plan to create a feature within oracle CX Sales to enable communication within objects between resources? Similar to what salesforce has with chatter. -
Smart Lists for a Personalized Sales Experience!Summary Get Smart Lists for your team after you enable Workspace!Content With Smart Lists you get an effective alternative to navigating and searching for Sales records.… -
Sales – Innovation Hour: Workspace and Adaptive Search, 16 February 2021, 9 a.m PT - Submit QuestionContent Submit your questions for the Sales – Innovation Hour: Workspace and Adaptive Search session to have them answered during the live event. Post your questions by …Mary Correnti-Oracle 48 views 1 comment 1 point Most recent by Ravindra Sirigiri-Support-Oracle Sales -
News Feed layout provides a fast home page and improved user experienceSummary The News Feed home page layout in CX Sales will give your users what they want – a super fast home page.Content The News Feed home page layout can significantly … -
Office 365 Outlook Add-In for a Modern Inclusive CX Sales ExperienceSummary Configure once - updates are automatic with zero maintenance required from the sales team!Content Office 365 Outlook Add-In gives you access to your CX Sales dat…
-
CX Sales Mobile App for a Modern Mobile ExperienceSummary Get the new app for a consistent and seamless experience!Content Use the new optimized CX Sales Mobile app to get to your information faster and with ease. The m…
-
Is it possible to set the default owner in the list of assigned sales resources in lead assignment?Summary: Is it possible to set the default owner in the list of assigned sales resources in lead assignment? Content (required): We have several assigned sales resources… -
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…
-
CX Sales Mobile: How-to enable Lead Qualification Template/AssessmentsSummary: How to add the Lead Qualification Questionnaire to the CX Sales Mobile app Content (required): Are the Lead Qualification Questionnaires available on the CX Sal…
-
Things to Finish and Notifications FunctionalitySummary: How does the Things to Finish and Nofications work? It is not equal with the number of tasks or appointments. Content (required): How does the Things to Finish … -
Replacement Options for Oracle Social Network That Works for CX Sales MobileSummary: We are attempting to implement Oracle Social Network(OSN) as we need a method of communication where users can message and collaborate between each other on the…
-
Whether a video file is defined as Document Type in OFSC - Oracle knowledge.Summary: Whether a video file is defined as Document Type in OFSC - Oracle knowledge. Content (required): We have integrated B2B KM in OFSC to show Oracle Knowledge sear…
-
Conditional sections in B2B Knowledge ManagementSummary: Business has a requirement on restricting visibility to a section of content in B2B knowledge articles based on user group. Content (required): Business has a r…
-
Use Access Groups to simplify access to segmented business dataSummary Simplify access to segmented business data, with better performance and more consistent user experienceContent Access Groups make it easier for application admin… -
how to export all custom lookups defined in application using export managementSummary how to export all custom lookups defined in applicationContent Hi All, Is there any way to export all custom lookups defined in application through export manage…
-
What are the different ways we can show an OTBI dashboard/report in the Oracle Sales Cloud Homepage?Summary What are the different ways we can show an OTBI dashboard/report in the Oracle Sales Cloud Homepage?Content Hi, Right now, the way we do this is by linking the r…
-
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… -
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…
-
What information needs to considered at the start of complete applicationContent Hi All, We are going to start implementing sales application for a customer. Customer bought all the modules of Fusion applications like HCM, SCM, ERP along with…
-
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
-
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 …
-
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…
-
How To See The Configuration Behind Attachments In Sales Lead ObjectContent Hi, I want to see the configuration of the Attachment field in Sales Lead. I'm currently creating a mapping from another system to OSC and I want to know the fie…
-
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 …
-
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…
-
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…
-
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…
-
How To Make Custom Field Appear In Workspace FilterContent Hi, I can't find a custom field in the Workspace filter. How do I expose this field? Thanks, Ed Version 20D
-
How To Export Internal Resource Organization HierarchyContent Hi, How do I export the Internal Resource Organization Hierarchy will all the user information. Thanks, Ed Version 20D