Lead Management
Discussion List
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How to run the Lead Territory Assignment process automaticallySummary: Currently when a Lead record is created we are running the Lead Territory assignment process manually. The business case scenario is when a record gets created … -
Win/Loss Reason fieldHi, Win/Loss reason field is available in layout but not getting displayed in the opportunity page Opportunity page -
Qualified lead should not change back to unqualified statusHi All, I have requirement like Once the Lead is changed to Qualified Status again user should not change/revert back to unqualified status. Or the Unqualified status bu…
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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 to unassign inactive users from leads and opportunities automaticallySummary: Once the user become 'Inactive' under User and Roles, we would need to assign user manager to existing open leads and opportunities. Currently, if user become i…
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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…
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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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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 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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Have a field for a Customer Signature in CX Sales Mobile AppContent Hi, did anyone have a similar requirement, where the customer wants a field in CX Sales Mobile App to be used on tuoch-based devices for the signature via touch … -
How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…
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Partner territory re assignment is not workingSummary Partner centric, Channel sales manager territory assignment is not workingContent Hi All, When an primary partner field updated in opportunity, the territory re …
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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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Partner territory assignment to opportunitySummary If i create a opportunity 1st and associate partner afte that will the the partner territory assigned to opprtunityContent HI All, 1. if i create a opportunity f…
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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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Sales Lead object function callable by external systems to get number of related activitiesContent We have a requirement to create a Sales Lead object function to get the number of related activities. If the age of the lead is 45 days old or more && the number… -
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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Can we assign Territories to Leads during create and update and for Opportunities while update autoSummary Can we assign Territories to Leads during create and update and for Opportunities while update automatically with any profile optionsContent Hi Team, We want to …
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What is the best practice for Sales Cloud and Eloqua Lead Sync?Content Hey All, Just to give you a background. We have Eloqua and Sales cloud tool that we are implementing for a client. Contact is created in Eloqua via landing pages… -
Will the accout owner/team member will get default visibilty to account opportunitiesSummary Is it possible to see opportunities on landing page where the user is owner of accountsContent Hi All, There is a owner and few team members associated to an acc…
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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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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…
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Parent Account in Leads ObjectContent Hi, I need to get the Party Number of the Parent Account from Leads Object in a field trigger to set a value for a custom lead field. Used the API Name "ParentAc…
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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 …
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How to Roll up Leads of Child Account to its Parent AccountContent We only allow child accounts to be linked/associated with leads, but we also have parent accounts. Can we roll up the Leads of a Child Account to its Parent Acco…
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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 35 views 1 comment 2 points Most recent by Kayleigh Halko - Oracle-Oracle Sales -
What are the performance issues faced when activating Audit Policies?Content Hi, We are planning to activate audit policies for Sales Lead object since we're facing an issue where they are being retired abruptly for no known reason. I jus…
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Opportunity Assessments - AnalisysSummary Opportunity Assessment template - AnalisysContent Hi all, I need to create an analysis in OTBI where it shows by Opportunity the values entered in the assessment… -
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…