Lead Management
Discussion List
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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…User_2025-07-18-06-07-44-367 20 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales -
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… -
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…User_2025-07-18-06-07-44-367 68 views 3 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales
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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 20DUser_2025-07-18-06-07-44-367 57 views 3 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales
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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…User_2025-02-05-22-01-23-806 41 views 1 comment 0 points Most recent by HD - Oracle Fusion ERP-Oracle Sales -
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…User_2025-02-03-23-53-11-047 28 views 2 comments 0 points Most recent by User_2025-02-03-23-53-11-047 Sales
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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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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">…
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Ability to include New Contact field on a lead layout in outlook 365 integrationSummary Currently the New Contact field on leads (PrimaryContactSimplifiedName) is not included in REST call and can not be added to the Outlook 365 layouts.Content Curr…
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Lead importing by import managementContent Dears, When I create lead and contact by lead import management and open details page of lead that created by import management and click on contact sub-tab but … -
Sales – Innovation Hour: Integrated lead management with Oracle CX Sales and Oracle Eloqua, 17 NovemContent Submit your questions for the Sales – Integrated lead management with Oracle CX Sales and Oracle Eloqua session to have them answered during the live event. Post…Kayleigh Halko - Oracle-Oracle 30 views 1 comment 0 points Most recent by user-christine.robinson_8155151 Sales
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What are some OOTB infolets that are useful for Sales Managers and Sales Directors?Summary What are some OOTB infolets that are useful for Sales Managers and Sales Directors?Content I'm designing a dashboard and I'm trying to decide which infolets are …User_2025-07-18-06-07-44-367 37 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Sales Campaigns - Add Contacts saved searchSummary Where do we create saved searches for contacts for Sales campaignsContent Where do we create this saved searches for contacts for Sales campaigns
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Rule-Based AssignmentContent Dears, I want create a rule-based assignment for leads and want to assign it to a team not individually.. In other words when I configure the rule I don`t want t… -
Web to lead formSummary Do we have a web to lead form that creates a lead in CRMContent We are looking for easy to embed a from on our website that creates a lead in CRM.
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Sales campaign email reaching to spam folderSummary Email from sales campaign not delivering real time and delivered to spam folderContent Hi All, When i'm submitted the sales campaign from application, the eamil …
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Is it possible to by pass territory based visibilty using groovySummary Need option to select customer from other territory in opportunityContent Hi All, We have an senario where sales user need to create opportunity for customer in …
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How to know which SQL predicate used on partiular DCL filedSummary Is there any way which sql predicate is constraing in values out of all prdeicates on objectContent Hi All, Currently sales user is not able to see all account r…
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Save The Date: 20D-21A CX Sales Release WebinarsSummary 20D-21A Release Webinars for SFA & PRM, CDM and Platform and SPPMContent Save the Date for CX Sales 20D-21A Release Webinars Coming Soon to the Portal Oct 21, 20…
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Session Topic?Summary What would you like to learn more about?Content We are currently planning the rest of our CX Sales sessions for the rest of the year. What topics would you like …
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Sending emails from LeadsSummary Sending automatic emails/SMS from LeadsContent Hi all, Is it possible to send automatic email or SMS notifications to contacts/accounts when a Lead meets certain… -
Write a Review for Oracle CX SalesSummary Oracle CX Sales is in the running for a Customers’ Choice distinction for Gartner Peer Insights. As a CX Sales advocate please consider writing a review so that …Mary Correnti-Oracle 23 views 0 comments 2 points Most recent by Mary Correnti-Oracle Incentive Compensation
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How to go to opportunity screen after lead conversionSummary How can I open the newly created opportunity screen after successful lead conversion.Content Is there any way to go to Opportunity screen after lead conversion i…
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Warning Message shows twice before the record saves.Summary We want to show warning message once before the Lead record saves.Content Upon creation of the leads record, we have a validation rule that will check if the MMS…
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Showing Number of Leads Created by login userSummary I want to show the number of Leads created by login user in Things to Finish section.Content Is it possible to show the number of Leads created by login users in…
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Sales – CX Sales Innovation Roadmap, 28 August 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales Innovation Roadmap session to have them answered during the live event. Post your questions by posting a new comme…
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Trigger for Cancel buttonSummary We're looking for a trigger that we can use to mirror the Cancel button in Oracle Sales Cloud.Content We want to mirror the Cancel button functionality. Upon sea…