Intelligence
Discussion List
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CX Sales + Microsoft Teams capabilitiesSummary: Once MS Teams is integrated with Sales - How it can be put to use apart from book example below, 1. Directly from the opportunity UI, salespeople can simply cli… -
Report custom formula for OBIEE ReportSummary: Previously we have a BIP report and for one column we have used below query. case when f.NAME like '%Singapore%' then 'AA Singapore' when f.NAME like '%Malaysia…Lavu Kalyan Chakravarthi 42 views 3 comments 1 point Most recent by Priscila Terazawa - Support - Oracle-Oracle Sales
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Early Adopter Beta access to AI for Sales features AI Lead scoring and Opportunity Win ProbabilitySummary Instructions to request for Early Adopter Beta access to AI for Sales features AI Predictive Lead Scoring, Opportunity Predicted Win probability and Recommended … -
What is the PVO for Manage Customer that I can use from Sales Cloud?Summary I need to get a value of attribute from Customer Account. The default sales person.Content Sales Person details are stored in DFF fields in Customer Account. I n…
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Early Adopter access to Native Sales AI/ML features Similar Accounts from Sales Prediction frameworkSummary Instructions to request for Early Adopter access (Promo Code) to Native Sales AI/ML features Similar Accounts, Sales Prediction framework within CX Sales Con…
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Early Adopter access to Sales Insights for CX SalesSummary Instructions to request for Early Adopter access (Promo Code) to Sales Insights features e.g. Activity Effectiveness, Contact Validation for Opportunity and Lead…
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Complimentary Data Health ScanYou need clear visibility into your prospects and customers for your sales and marketing initiatives to hit the mark. But what if the data driving those programs is inac… -
How can we report on Opportunity competitors custom fields data?Hi All, Summary: How can we report on Opportunity competitors custom fields data? We have quite few custom fields created in Opportunity competitor Object. And we want t…Lavu Kalyan Chakravarthi 2 views 3 comments 0 points Most recent by Priscila Terazawa - Support - Oracle-Oracle Sales
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Execute Dashboard from Opportunity Object through a LinkHi All, Summary: Execute Dashboard from Opportunity Object through a Link We have created a dashboard and all the reports in the dashboard are prompted based on the Oppo…
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New Feature: RollupsSummary: We have recently introduced a new feature in Oracle Sales: Rollups. Rollups summarize data for an attribute of a business object and its related objects. For ex…
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Export all dashboard pages from UISummary: Is there any option available to export all dashboard pages at once in UI Content (required): Version (include the version you are using, if applicable): Code S…
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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…
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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… -
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 16 views 1 comment 2 points Most recent by Kayleigh Halko - Oracle-Oracle Sales -
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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Sales – Innovation Showcase: Address, Email, and Phone Verification, 26 April 2021, 8 a.m PT - SubmiContent Submit your questions for the Sales – Innovation Showcase: Address, Email, and Phone Verification session to have them answered during the live event. Post your …
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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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How to Apply Redwood Theme in OTBI Reports in Oracle Sales CloudContent We are planning to switch to the Redwood Theme in Oracle Sales Cloud. We have tried applying the Redwood Theme; however, it seems that the changes do not reflect…
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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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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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Embed Power BI reportSummary integration of power bi reportsContent Hi, is there anyone who can share experience with embedding of Power BI reports? Including prompts/passing of parameters? … -
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 …
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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 …
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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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Feature Friday: Smart DataContent The Smart Data feature in CX Sales enables sales reps to add accounts and contacts into CX Sales with little to no manual data entry. At record creation, sales r…
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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…
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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…
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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…
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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…