Lead Management
Discussion List
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Why doesn't Products appear in Opportunity?Why don't Products appear in Opportunity? Products are in product group and added in price book but don't appear in opportunity. -
How to default the adaptive picker of products as all products?Summary:I’m working with the lead creation layout in Oracle Sales Cloud, and I've noticed that the default adaptive picker for products is set to "Filter by Territory." … -
how to add approval workflow to lead orchestrationTrying to add approval workflow to lead orchestration in redwood sales. or can I include workflow in groovy so that I can invoke the object workflow using groovy script
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Is it possible to activate the microphone within a mapshup for a sales window?Hello community My team is trying to implement a mapshup content to create a chat type window, we have a problem when sending audios When we create the functionality to … -
How to populate the attributes like BU and Legal Entity while creating Lead/Opportunity recordsSummary: How to populate the user attributes such as BU Id and Legal Entity while creating Lead or Opportunity record Content (please ensure you mask any confidential in…
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How to send only one email notification to manager for leads unqualified for 30 daysSummary: We have a requirement to send email notification to manager if lead remains in unqualified status for 30 days after creation. We have tried using Routines and o…
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Default after login pageSummary: After login into the application, I should see Leads home page. Content (please ensure you mask any confidential information): How to default a specific page af…
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case sensitive check in view criteria querySummary: How to case sensitive check in view criteria query for the lead name field while creating a duplicate lead Content (please ensure you mask any confidential info…
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Multiple Attachment fields required for Opportunity?Summary: We have a requirement wherein we need 2 attachment fields in Opportunity as the client would use one of the field for attaching internal documents, and use anot…
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Hi can someone help me understand what does "Show smart list" filter in workspace does?Summary: Hi, in Workspace under Opportunity list of saved searches, we've a OOTB saved search "My list of opportunities", when we select it, it automatically enables a f…
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Generating dynamic link in Leads and OpportunityHello, We've referred to the mentioned document and tried to incorporate dynamic link for Leads and Opportunity Approvals. Whenever the Object Workflow is triggered, the…
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Dynamic link in email template for Leads and OpportunityHi team, We have employed Object Workflows to send email notification during an Approval Process. We've referred to the below mentioned document to send dynamic link (De…
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How could we add another attributes in the Lead Selection area to assign Leads records from thes ManThe customer have scheduled a pair of Lead Assignment processes in Sales cloud from ‘Manage Lead Processing Activities’ task. These processes were scheduled every hour a…
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In opportunity all Currencies dropdown is not showing.Summary: I have Enabled multiple currencies and the profile option MOO_REVN_ENABLE_MULTICURRENCY is set to YES. Also, Manage Daily Rates and they are showing the currenc…
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Video: Leads and Around Me (Mobile)Leads and Around Me: Manage leads and work with the accounts/contacts that are near my location, or a location where I will be in the future -
CX - Email template must contain accept or reject button, triggered by Object WorkflowWe have employed Object Workflow to trigger emails to Approver whenever a lead or opportunity is submitted for approval (Submit For Approval button which is a custom che…
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Lead Conversion: Can AddressType be set on new contact address in lead to contact copy mapSummary: We have a business requirement to set the AddressType to 'GENERAL_MAIL_TO' on the address that is copied from the lead to contact during lead conversion. Settin…
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In the Enable Sales Intelligence feature the data for leads is showing differentIn the Enable Sales Intelligence feature under setup and maintenance, the data for leads contact recommendation and lead validation recommendation is showing different f…
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Not able to translate Custom Sales Stages in OpportunitySummary: We are having some custom Sales Stages as per our requirement. But we are not able to find an option to translate those Sales Stage values. We are trying to tra… -
Puedo habilitar una auditoría de un Lead con todos los detalles de modificaciones?Hola Quiero saber si es posible habilitar una auditoría para ver con más detalle qué usuarios han editado y qué modificaciones se han realizado en un Lead (oportunidad p…
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UI Branding in oracle sales cloud applicationHi All, We have the request from customer to customize the UI of sales cloud. Customer would like to make following changes in the sales application. change the Font of …
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Deep link of Lead creation pageSummary: What is the Deep Link URL available for the Sales Lead creation page. We are able to get the same for Service Request Create page, however not able to get the s…
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how to extend the expiry of retired lead in salesonce the lead is retired, it stays in database for 15 days before getting removed permanently. 15 days is a default value, so exactly where can we change the the number …
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Lead to Opportunity Conversion not creating a new accountSummary: The REST Lead to Opportunity conversion smart action allows users to select two options to create new contacts/accounts: enableCreateContact enableCreateAccount…
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How do we change the Business Units in Sales LeadsSummary: We have a scenario where in Leads Created by users belonging to a different Business Unit (A) are created in a different Business Unit (B). The owner remains fr…Nalsoft Pvt Ltd 51 views 3 comments 0 points Most recent by Mullamuri Mallikharjuna Rao-Support-Oracle Sales
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Cx-Is there any possibility where list of Leads can be associated with calendar.Is there any possibility where list of Events(Leads) can be associated with calendar, such that the question 'Business Development Availability' in the qualification can…
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How to calculating VAT (Value Added Tax) in an opportunity product line in Oracle Fusion CX SalesSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Adding a custom field to the Lead Convert Page LayoutI am looking to add a custom field that is associated to an opportunity to the lead convert page layout, the one to create an opportunity from a lead, but it is not avai…
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Custom Object named "Projects" not visible as subtab on sales Lead standard object details page.Content Dear all, I created a custom object named "projects" and made a relationship between sales lead and it (1:M), and then add that custom object as a subtab on a sa… -
CX CLOUD: HOW TO: Flexible Contact Verification for Lead Creation in NEXT GEN/ Redwood SystemSummary: Exploring Methods for Validating Contact Information - Identifying a strategy to verify that at least one out of three contact details (Email, Office Phone, Mob…