Lead Management
Discussion List
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Data Security Policy Mapping for Leads in the UI and OTBISummary Using different security in OTBI to HCM Cloud Content Would it be possible for you to give me an example of this solution: https://community.oracle.com/customerc… -
How to archive older records in sales cloud?Summary: How to archive older records/records which are not using for a long time in sales cloud? Content (required): When does anything (Leads, opportunities, service r…
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"Exception during RestAction" Error When Using Next GenSummary: 1. Navigate to Digital Sales -> Accounts 2. Choose one account 3. The error is occurring during opening the record from the list page and when moving to the nex…Jacqueline Li-Support-Oracle 1.2K views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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How to enable lead creation from activity pageNeed to add create button in the search lead page in the appointment details page -
How to convert a Lead into an Opportunity using REST APISummary: How to convert a Lead into an Opportunity using REST API Content (required): Hi , How to convert a Lead into an Opportunity using REST API in Oracle Sales Cloud…
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How to configure from email address for notifications from CRM cloud (Lead Assignment)Summary: We have configured a custom email notification for Lead assignment and the notification is triggered when a lead is assigned to a sales rep, but the from email … -
How to configure email notification for Lead assignmentSummary: When a lead is assigned to a sale rep an email notification to be sent to the sales rep regarding the lead assignment. Content (required): We have reviewed the …
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Create a number sequence in a custom field on the leadHow to generate a number sequence every time the user creates a new lead? In Opportunities, create a trigger to have the following sequence: last two digits of the curre…
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How can give admin access to only specific leads and cannot see and edit other leads using access gHow can give admin access to only specific leads and cannot see and edit other leads using access group
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Custom object DCL is not showing any data in cx sales mobile appSummary: We had created custom object DCL in Lead object, user is able to search for the data in WEB but in mobile unable to search anything when they click on DCL to se…
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How to Maintain Lead Owner to Opp Owner on Conversion** This post was created as part of a How to Service request (SR) Release: 22D Summary of the question: When a Lead is converted the owner of the Lead and the owner of t…Kyler Thomas-Support-Oracle 61 views 2 comments 0 points Most recent by Andrei Stan-Support-Oracle Sales -
When clicking accept owner it give me another ownerwhen click accept it gives me this Abdu owner but the owner should be saber depends on the rule when run assignment the owner should be saber it comes saber but when cli…
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When clicking accept owner it give me another owner please need to know how to solve thisPlease I have to know how to solve this when click accept it gives me this Abdu owner but the owner should be saber depends on the rule when run assignment the owner sho…
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How to enable top sales manager to see leads assign to other sales managers1-How to enable top sales manager to see and edit leads assign to other sales managers while he is not their reporting manager 2-And need any sales manager of them to se…
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Run lead rule based assignment not workingthis is the rule those two processes this is the lead when create and add source and lead purpose and contact with Riyadh city and click save the owner not coming saber …
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How to run lead rule based assignment automatically once lead creation should runHow to run lead rule based assignment automatically once lead creation should run without click run assignment from action I created this process
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please need to know how to run lead rule based assignment automaticplease need to know how to run lead rule based assignment automatic once create lead the rule should run without click run assignment from actions
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How can assign the lead to the owner auto depends on the rule based assignmentI created rule based assignment and i need when the condition achieved then the lead assign to this resource and make this resource as the owner when run the assignment.
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How to identify a Lead or Opportunity which is unread by owner?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: How to identify a Lead or Opportunity which is unread by owner in …
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Random lead rule assignment not workingCreated two rules for the same city and added two different owner for them and will run assignment always one resource be the owner and the another one not coming
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Is Oracle EBS Trade Management available in Oracle Cloud?Summary: Client is looking for a similar product of Oracle EBS Trade Management in Oracle Cloud which can handle promotions, rebates etc. In EBS, it is part of Oracle CR…
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How to make amount field in English value not arabicin the lead and opportunity UI.
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adf.error.warn(null) is not displaying the warning , not workingSummary: Need to display the warning message in Lead UI , if the lead with same info is exist. So using the adf.error.warn(null) when the criteria is having more that on…
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Lead Status ValuesSummary: Need to add values additionally in Lead Status Field, but it is not allowing to add a record. How can we add the values in MKL_LEAD_STATUS? Content (required): …
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Change the name of standard Oracle Tabs in Sales Lead in mobile UISummary: How to change the name of "Notes" tab to "Notes History" in mobile UI. We can do the same in desktop UI via application composer -> Sales Lead-> Pages. Content … -
lead assignment rule and when click run assignment button its showing the below errorWe created rule based assignment Need to know the cause of this error "The message is The object to be assigned can't be found. Contact your help desk.."
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How to create contact automatically from from custom fields at the lead ?Summary: Hello everyone , the customer want to create the contact from custom fields at the lead , that contains the data he needs for contact definition , when he conve…
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I want to create an Activity record associated to a Lead when the Lead is createdSummary: I use a Before Insert trigger to do that, but the Activity record need LeadId in order to associate the activity to the lead. But when the trigger is executed, …
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How to add country as a field in lead object and be able to edit/update the field values ?Question : **This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: In lead module we need to add "country" as a field. The…Matei Niculescu-Support-Oracle 31 views 2 comments 0 points Most recent by Andrei Stan-Support-Oracle Sales