Lead Management
Discussion List
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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 … -
Remove "Contains" Search Operator from a Custom Field in Advanced SearchContent We are updating our Saved Searches for Leads, and we have a custom field that we want to include in the Advanced Search as a search criterion. In the dropdown, i…
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Newly Created Product not found in Browse Catalog in LeadsContent Hi, I created a new product, but it is not appearing in the "Browse Catalog" in Leads. I have done the following: -Create product in Sales > Products -Added it i…
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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 … -
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…
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How to configure auxiliary dimension for opportunity custom field for territory assignmentContent Hi All, Can anyone help me with steps or special configuration steps required to setup opportunity object custom field as auxiliary dimension. i was following or…
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Territory team of Parent partner can see child partners opportunities?Summary Channel account manager able to see child partners opportunities when manually added to parent partner but not when added via territoryContent Hi All, We have de…
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Organization Type based on AccountHi, Based on the account name selected in opportunity how can I display the Organization Type (as organization type will be custom field) in the opportunity page. Can th… -
converting lead to an opportunitySummary: Not able to convert a lead to an opportunity Content (please ensure you mask any confidential information): Hi, One of the salerep is not able to convert a lead…
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Territory re assignment to opportynitiesSummary Territory re assignment or re allignment when the primary partner changes in opportunityContent Hi All, We have territory assignment to opportunities with both p…
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In Redwood when I try to change an Oracle Saved Search to "Not shared" it gives error...Summary: We want to remove some default Oracle Saved from all users but when we try to "No Shared" them the REST call to update the Saved Search return error: {"Error":"…
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need event name when lead creation in oracle cx-salesSummary: Content (please ensure you mask any confidential information): I tried to test the connection from Oracle Integration Cloud(OIC) to Oracle Fusion so i need even…Bhagirath Singh Tanwar 61 views 2 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales -
Lead Qualification template does not exist in CX mobile appHi, I tried to qualify lead throw CX Mobile application but lead qualification template doesn't appear there however it's exist normally on the web. Any idea how to enab…
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Leads & MulticurrencyIs it possible in Leads page, that we enter Amount (Custom field : Type - Currency) and the amount entered gets converted to another currency automatically based on Dail…Nalsoft Pvt Ltd 11 views 1 comment 0 points Most recent by Niladri Roy Chowdhury-Support-Oracle Sales
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Why some consecutive numbers are not assigned for the identification of recordsSometimes the system assigns consecutively the record identification number, but for several objects leads, opportunities, accounts, the application sometimes omits a nu…
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How can I view or export the information of a deleted lead?I need to see the information of some leads in Oracle Sales Cloud that have been deleted, I have tried to get this information through SQL, POSTMAN, EXPORTS, but I see t…
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how to map data from lead qualification question to custom fields in lead page oracle sales cloudSummary: lead qualification Content (please ensure you mask any confidential information):lead Qualification Version (include the version you are using, if applicable):O…
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Lead Note visibilitySummary: We have a functionality where we add notes via a groovy within Lead to the notes object and it is only visible to the user who have added the note. We want to m…
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How can we add revenue product column in workspace under opportunity object?Summary: We want to see revenue product names under the workspace columns for opportunity saved searches. Content (please ensure you mask any confidential information): …
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How to stop employees to appear in Sales Cloud object such as Accounts, Leads, Opportunities etc?If an employee leaves an organization, how do you stop their name from appearing in sales objects such as Accounts, Leads, Opportunities etc.
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Auto emailer for failed scheduled job for lead assignment in Fusion CX CloudWe are trying to set up an auto emailer for when the lead assignment schedule job fails to assign the leads to the proper territories based on the given pin-codes, so th…
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How to display Lead's Owner's manager in workspace UI.Summary: Our customer has requested to add the Lead's owner's manager in workspace - lead view. We have looked for option in 'Configure Adaptive Search' and field names … -
Not able to update the 'Origin' (LeadOrigin) field on Leads Details pageSummary: Standard 'Origin' field is not updateable on Leads details page Content (please ensure you mask any confidential information): We are trying to update the value…
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Routines are scheduled for Daily but they are not running, but able to run manually.Summary: We are updating the Custom field value in Lead using Routines and the Routine is scheduled on daily basis , but it is not running until go and run manually why?…
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You can make the Qualifications in Leads non-editable, for the Sales representative roleThe client wants to make the lead qualifications for some roles non-editable. This is possible?
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Under what parameters do the AI Lead scoring and Opportunity Win Probability work?Summary: We have implemented some Sales Intelligence functionalities such as: AI Lead scoring, Opportunity Win Probability. However, we are not clear about the reason fo…
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Pricing Structure for Oracle Elocation ServiceSummary: Hi Team we are using this API -"https://elocation.oracle.com/geocoder/gcserver" to dynamically find out the latitude and longitude for our lead location. We are…
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how to download attachment of an custom object record using API or DeeplinkSummary is there any API or deeplink available to download attachmentContent HI All, I'm checking for an API or deeplink to download attachment, i have tried with 1. /cr…
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Owner DCL field shows random user listSummary: In Leads object the standard DCL field Owner, when click in dropdown shows a random user list than recently used in the list. The user will search for the owner…