Lead Management
Discussion List
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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… -
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 53 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… -
How to add Primary Product field on Lead/Opty Creation Page in NGSSummary: Adding Primary Product on Lead creation page is available on SUI. How can we replicate the same on redwood UI. Content (please ensure you mask any confidential …
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How can I create a Sales Lead Team Member using REST API in Oracle Sales Cloud?How can I create a Sales Lead Team Member using REST API in Oracle Sales Cloud?. When I tried to create it using the https://XXXXX/crmRestApi/resources/11.13.18.05/leads…
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Complimentary Data Health CheckSummary Understand the accuracy and quality of your address, email, and phone dataContent Oracle, in partnership with Loqate, will now be offering a no-cost address data… -
Error When Creating New Opportunity.Summary: Error: "ADF_FACES-60097:For more information, please see the server's error log for an entry beginning with: ADF_FACES-60096:Server Exception during PPR, #18" H…
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CX - Update Custom object fields to reflect the changes in Opportunity details page fieldsSummary: We have a requirement wherein, we need a setup file which will be updated by the user, and the values shall reflect in Opportunity details page - applicable for…
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CX - How to create assessment for custom object?Assessments or Qualifications subtab needs to be configured in custom object.
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CX - How dashboards can be made visible in Opportunity details page?Summary: Couldn’t create and view dashboards within the module, we have to create it separately and upload as a file. Content (please ensure you mask any confidential in…Nalsoft Pvt Ltd 11 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Can we assign owner on Lead Using Rule Based assignments ?Summary: Is there any functionality available via which we can assign owner on Lead based on some rule (Like based on lead origin or account associated)? Is there any wa…
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Lead Qualification ApprovalSummary: 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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Requesting more information on the AI Lead ScoreSummary: I'm currently working on enabling the Lead (Artificial intelligence) score in the EXOT environment. I have been able to follow the steps and set up the lead sco…
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Can we bring opportunity assessment questionnaire inputs to the opportunity landing page?Is there any possibility to bring /reflect opportunity assessment questionnaire inputs to the opportunity landing page?
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How to calculate number of days based on start date and end date?Summary: When start date and End date is given, Number of Days should be populated in the field automatically. Content (please ensure you mask any confidential informati…
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How can I schedule the Lead Assignment Process based on Custom Field?Summary: I'm looking to tailor the Create Lead Processing Activity page to suit our needs. Specifically, I need to configure it to schedule the lead assignment process b…
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How to add lead creator in the opportunity record in oracles sales cloudSummary: How to add creator of lead in opportunity? Consider a scenario where one user creates a lead and assigns this to another user and subsequently the assigned user…
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When Changing the Assign To the Lead Owner is changing by defaultSummary: Hi When i Change the assign To the Lead Owner is also changing. Also in Teams this Resource is default Owner. Can we restrict that when we change the Assign To …