Lead Management
Discussion List
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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… -
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 … -
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 15 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…
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Best Practice for scheduling lead assignment process (frequency)Content Hi, Is there a best practice (for frequency) in scheduling Lead Assignment process to avoid affecting performance? What is the least/minimum frequency acceptable…
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Highlight Lead Expiration DateSummary Highlight Lead Expiration Date on landing pageContent Hi all, On the Lead landing page, is there a way to highlight Leads that are about to expire and by lead st…
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How To See The Configuration Behind Attachments In Sales Lead ObjectContent Hi, I want to see the configuration of the Attachment field in Sales Lead. I'm currently creating a mapping from another system to OSC and I want to know the fie…
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Role based custom dept and Business unit -Restrict Opty Based on Custom FieldSummary Custom role based custom field on custom object to be shown only on specific business unitContent Hello we need to retirve all Geo-Technical cases based on Alkha… -
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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Is there any rest api to run the report and download outputSummary Rest api for BI analysisContent Hi, Is there any rest api availbe to run and BI analysis and download the output. eg: Lead analyis Regards, Sudheer.
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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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How To Make Custom Field Appear In Workspace FilterContent Hi, I can't find a custom field in the Workspace filter. How do I expose this field? Thanks, Ed Version 20D
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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… -
Change the status of an retired leadContent My business requires the option to change the status of a retired lead. We have many retired leads and we require them to be managed again, for this reason we wa…
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Enabling Interaction History tab on Opportunity and Sales LeadContent Does anyone know if it is possible to enable the Interaction History tab on Opportunities and Sales Leads? I am able to enable it via app composer on Contacts bu…
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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… -
How to extract Report from BI publisher Using BICC as a single CSV/zipSummary Not able to extract as a single CSV from a reports of multiple view objectsContent Hi Team, I have a report based on Lead, in which we have customer details, pro…
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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 …
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RESCHEDULED: Sales – CX Sales - 2020 Year in Review & What's Next, 10 December 2020, 8 a.m. PT - SubContent Due to unforeseen issues, this topic has been rescheduled to a later date. An updated announcement with the event details will be posted. Apologies for the incon…
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Invoke BI analysis through SOAP wsSummary Not able to invoke BI report through soap web serviceContent HI All, Im trying to invoke a BI report through soap api with below payload but im getting ""en-US">…