Oracle Best Practice
Discussion List
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Sales – Best Practices For Getting Answers To Your CX Cloud Application Questions, 15 March 2021, 8Content Submit your questions for the Sales – Best Practices for Working with Oracle Cloud CX Support session to have them answered during the live event. Post your ques…
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How to set the length of the field Purchase Order of a Sales OrderSummary We are looking for a way to set the maximum length of the field purchase order of a sales order headerContent Hi, We are looking for a way to set the maximum len…
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Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserSummary Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserContent Hi, Is it possible to filter records that were recently modified/upd…
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Microsoft 365 Add-in For Oracle - How much?Content Hi, I came across this Microsoft 365 add-in and was wondering if there's any license cost to implement this? https://docs.oracle.com/en/cloud/saas/sales/21a/oasa…
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Sales – Grow Your B2B Business with New Online Sales Channels, 25 February 2021, 8 a.m PT - Submit QContent Submit your questions for the Sales – Grow Your B2B Business with New Online Sales Channels session to have them answered during the live event. Post your questi…
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How To Change Active Party Usage Assigned to User in Resource DirectorySummary How To Change Active Party Usage Assigned to User in Resource DirectoryContent Hi, I want to update the usage for a resource in resource directory. How do I upda…
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Filter BICC extraction based on Date ColumnsSummary Want to filter BICC extraction using 2 date columnsContent In BICC extraction, need to apply a filter on 2 date columns for opportunity record. I have a scenario…
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Feature Friday: News Feed Home PageContent The News Feed home page layout is our recommended way for you to give your users a fast, easy to use home page. To help you understand and quickly switch to the …
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How to integrate MS Teams with Sales CloudContent Hi Team, Any one integrated MS Teams with Sales Cloud application? Can please let us know, what are the prerequisites to implement?
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How To Filter Opportunities in Workspace by the Product It ContainsSummary How To Filter Opportunities in Workspace by the Product It ContainsContent Hi, I want to create a saved search in Opportunities workspace where I can filter it w…
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TCA Best PracticeSummary Do we have CDM Cloud version?Content Hi All, EBS has TCA best practice for customer data modelling detailed in MOS 269124.1. I wonder if we have one created for …
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Sales – CX Sales & CPQ- How Can You Gain A Larger Share Of The Customer’s Wallet?, 22 February 2021,Content Submit your questions for the Sales – CX Sales & CPQ- How can you gain a larger share of the customer’s wallet? session to have them answered during the live eve…
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User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Summary User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Content Hi, We've created users in OSC but they are not appeari…
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Feature Friday: FavoritesContent Beginning in 21A, sales people can now mark and view their favorite records in Workspace, from record’s edit page, or in the CX Sales Mobile application. This ma…
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Infolet Arrangement Feels Different After Upgrade to 20DSummary Infolet Arrangement Feels Different After Upgrade to 20DContent Hi, Before upgrade to 20D, arranging infolets was a breeze. It was just drag and drop. But after …
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How To Check Email Sent to sendmail-test-discard@oracle.comSummary How To Check Email Sent to sendmail-test-discard@oracle.comContent Hi, Our data in our DEV environments are masked with emails of resources set to sendmail-test-…
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How To Determine If The Opportunity Is Created From A Deal RegistrationSummary How To Determine If The Opportunity Is Created From A Deal RegistrationContent Hi, Is there a field (flag) that will tell if an opportunity is converted from a d…
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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…
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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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What Drives the Follow Up Date Functionality In OpportunitySummary What Drives the Follow Up Date Functionality In OpportunityContent Hi, I'm investigating why users received a follow up email ahead of what they set as the "foll…
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How To Use Multiple Username in an EL ExpressionSummary How To Use Multiple Username in an EL ExpressionContent Hi, I want to limit visibility in an infolet by username. How do I set the EL Expression to filter multip…
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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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How To Determine The Assigned Territory of an OpportunitySummary How To Determine The Assigned Territory of an OpportunityContent Hi, How do you determine the assigned territory of an opportunity? Thanks, Ed
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Feature Friday: Advanced ForecastingContent See how Sales Planning Cloud enables advanced forecasting using data sourced from ERP actuals plus CRM pipeline data to trangulate the most realistic forecast th…Michelle Brusyo-Oracle 20 views 0 comments 1 point Most recent by Michelle Brusyo-Oracle Incentive Compensation
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How to update Sales Stage in OSC depending on the status in CPQ?Summary How do I update Sales Stage in OSC depending on the status in CPQ?Content Hi Everyone! We want to update the sales stage in Oracle Sales Cloud when the status in…
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How To Check Job Role Code Without Access To Security ConsoleSummary How To Check Job Role Code Without Access To Security ConsoleContent We're using SSO in logging in to OSC and we don't have access to the security console to che…
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Fusion SaaS password policySummary support 'disallow passwords used in the last X times'Content Hi, Cross-post this question here in case anyone has experience to share - OOTB, 'Disallow last pass…
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Feature Friday: Microsoft 365 Email IntegrationContent Eliminate the time reps spend switching between applications and the CRM. Without leaving their Microsoft 365 email application, reps can use the Oracle Sales pl…
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How To Import Sales Products From PIM Data HubSummary How To Import Sales Products From PIM Data HubContent Hi, Is there a documentation on how to use 'Import Sales Products From PIM Data Hub' job in Oracle Sales Cl…