Outlook
Discussion List
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What is the PVO for Manage Customer that I can use from Sales Cloud?Summary I need to get a value of attribute from Customer Account. The default sales person.Content Sales Person details are stored in DFF fields in Customer Account. I n… -
How to find reports for outlook (Microsoft Office 365) usage?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to find reports for outlook usage? Would need to see how much …Cristian Dinu-Support-Oracle 51 views 2 comments 0 points Most recent by Cristian Dinu-Support-Oracle Sales
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How to disable any data synchronization from CX Sales to Office 365, but sync only from O365 to OSC?** This post was created as part of a How to Service request (SR) Release: 22A Summary of the question: How to disable any data synchronization from CX Sales to Office 3…
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The Microsoft tokens have expired. Sign into the Microsoft 365 add-in again. (ZPS_365-5685020)Summary: Hi, We are getting the error "The Microsoft tokens have expired. Sign into the Microsoft 365 add-in again. (ZPS_365-5685020)" on our Outlook Integrator for Orac…
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O365 Outlook Plugin - Ability to bulk share emailsSummary: Bulk sharing of emails with CX Sales application utilising Plugin. Content (required): Business users are using Mail Merge to send content to Contacts in bulk. …
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How to get related Opportunites/Leads of a contact in OutlookSummary How to get related Opportunites/Leads of a contact in OutlookContent Hi While drafting email from Outlook and if we enter email id in the To field and click on s…
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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 … -
Outlook desktop client version needed for O365 Add-in usageContent Hi, Does anyone know where to find the latest documentation on which Outlook Desktop client a user needs in order to access the O365 Add-in? When we went live wi… -
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 -… -
Office 365 SalesSummary Office 365 SalesContent Hi All, We are trying to setup Office 365 for sales in CRM application.But when we try to upload the manifest file in the office 365 we a…
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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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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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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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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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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… -
Office 365 Add-In Menu Option issuesSummary Issue with Opportunities and Sales Leads displaying in OutlookContent We are on the latest OSC (CX Sales) version - 20C. We are deploying the Office 365 Add-In. …
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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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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… -
Using Outlook365 Addin to create Tasks from emails and selecting records to associateSummary Outlook365 creating tasks from emailsContent I have a question and looked around for the answer but was not successful. I realize that Tasks can be created in Sa…
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Connecting Oracle Sales Cloud for OutlookContent Hi, I want to connect the Oracle Sales Cloud for Outlook plugin. We are using the google email exchange (google mail) which is on IMAP protocol and I am told is …
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For Our Implementation Consultants Only: Partner Briefing November 2020Content For Our Implementation Consultants... Join us for the November 2020 series of webcasts about the latest CX Sales and B2B Service product updates, exclusively for…RaminderTaunque-Oracle 46 views 0 comments 1 point Most recent by RaminderTaunque-Oracle Incentive Compensation -
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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Sales – Office 365 for CX Sales: Best Practices, 25 September 2020, 9 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Office 365 for CX Sales: Best Practices session to have them answered during the live event. Post your questions by posting…
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Sales – Office 365 for CX Sales: Best Practices, 3 September 2020, 9 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Office 365 for CX Sales: Best Practices session to have them answered during the live event. Post your questions by posting…
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Outlook layout for Account & ContactSummary 'Disable Update' checkbox can be checked?Content Quick question - Like the attached screen, can we check 'Disable Update' checkbox? Thanks, Adam Version 20B -
How to trigger an action on association of Product with Product GroupSummary Hi, I want to call Rest API which will send the Product Group Id to other application when Product is associated with Product Group through Manage Product Group …
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Ho to retrieve immediate product group associated with Product using groovySummary I am creating a formula field in Product and I want to retrieve immediate product Group Id associated with the Product and store that in formula field whenever p…
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Sales Cloud for OutlookSummary Make Object Read-onlyContent Quick question - Any documents on how to make these objects (Account, Contact) read-only in Sales Cloud for Outlook? Thanks, Adam Ve…
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Change Server name in Sales Cloud for Outlook Add-inSummary How do I change the Server details in the Sales Cloud for Outlook Add-inContent Our TEST cloud application was moved to another data center. The new instance was… -
CX – Oracle Engagement Cloud: Change in Enhancement Request Process for Engagement Cloud Customers,Content Submit your questions for the CX – Oracle Engagement Cloud: Change in Enhancement Request Process for Engagement Cloud Customers session to have them answered du…