Oracle Best Practice
Discussion List
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What are the different ways we can show an OTBI dashboard/report in the Oracle Sales Cloud Homepage?Summary What are the different ways we can show an OTBI dashboard/report in the Oracle Sales Cloud Homepage?Content Hi, Right now, the way we do this is by linking the r… -
Feature Spotlight: Estimated CompensationSummary New Video and Content Focused on Estimated Compensation FeatureContent Are your sales reps tired of not knowing what their compensation will be for a particular … -
How to fetch PIM Product Catalog in Sales Cloud Products / Product GroupsContent Hi All, I am referring to the Oracle doc: Import Sales Products From PIM Data Hub" Scheduled Process Criteria (Doc ID 2562928.1 It mentions that one of the field… -
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… -
Creating relationship between Covered Level and Standard Coverage.Summary We want to create a relationship from Subscription Covered Level(child object) to Standard Coverage so we can have a subtab in Subscription Covered Level in whic…
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Dynamic filename in schedulled processContent Hi, We have set up a new enterprise job that runs a BI report. I would like to understand if it is possible to set the dynamic file name (for example fileYYYYMMD…
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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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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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Internal Resource Organization Structures are different in English and Other Language sessions.Content Hi Team, The Internal Resource Organization structure hierarchies are different when we login with English and Japanese sessions. It seems like when we create Or… -
Feature Spotlight: Mobile App ComposerSummary Configuring the CX Sales Mobile application is easy with the Mobile App Composer.Content The new CX Sales Mobile app helps sellers get more done in less clicks w… -
Feature Friday: CX Sales MobileContent The new CX Sales Mobile app helps sellers get more done in less clicks with biometric authentication, an action-driven home screen, optimized task flows, and sav… -
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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Territory owner is not adding to partner team after territory assignmentSummary Channel sales manager type partner centric territoryContent Hello Experts, we have created Channel sales manager type partner centric territory to for territory …
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User Profile Functionality in Oracle Sales CloudContent Hi, Is there a function in Oracle Sales Cloud that is similar to the User Profile option in Siebel where I can configure a profile name and value that is accessi…
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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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What information needs to considered at the start of complete applicationContent Hi All, We are going to start implementing sales application for a customer. Customer bought all the modules of Fusion applications like HCM, SCM, ERP along with…
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Pagination supported on child object (REST API)Summary REST API Pagination Behavior for Child ObjectContent Quick Question - If I apply pagination on parent object, how does it affect the output for child object? For… -
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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API to simulate "Reprice" action on Subscription Covered LevelSummary We want to reprice the subscription covered level via API.
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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
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How To Get Lookup Meaning Using Lookup Code in Groovy ScriptContent Hi, I want to get the Meaning using Lookup Code as a filter in Groovy. How can I do it? Thanks, Ed Version 21A
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Activate Action Only When Logged-In Resource Has Correct RoleContent Hi, I'm creating an action which triggers a groovy script but I want that action to be only available to certain types of resource roles. How do I achieve this? …
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New Feature: Email & Phone Verification in CX SalesSummary Beginning in 21B, we are introducing added email and phone verification capabilities to...Content Beginning in 21B, we are introducing added email and phone veri…
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REST API for attachmentsSummary REST to fetch all kinds of Attachment child rest collectionsContent We have so many different object with attachment child collections. Like Below -… -
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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Meaning of Functional read and Functional update check boxes in Custom object securitySummary Meaning of Functional read and Functional update check boxes in Custom object securityContent Hi All , In custom object security section there are Owner, Owner a…
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Is There A Way To Un-Retire A Lead?Content Hi, What are the ways we can un-retire a lead? Thanks, Ed Version 20D
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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…