PRM
Discussion List
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Can we remove attachment delete access for usersSummary: User should not allow to delete Attachment in partner or Any custom object . Content (required): Is this possible ? Version (include the version you are using, … -
Partner Contact User Creation not checking for existing user accountSummary: When creating a partner contact user, if a user account with same username already exists, it errors out instead of using the existing user account Content (req…
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User should Not allow to Delete AddressSummary: Can we write validation to restrict deleting of Address for partner object Content (required): Version (include the version you are using, if applicable): Code …
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Which privilege to display the Sales Channel and Primary Partner fields in Opportunity?Summary: Privilege to see the Sales Channel and Primary Partner fields in Opportunity? Content (required): I have a custom role copied from the standard Sales Representa…
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Can I change the behavior of the Create Partner button by editing component in page composer?Summary: I want to change the behavior of the Create Partner button in PRM from requiring the ZPM_CREATE_PARTNER_PRIV privilege to requiring a custom role that we will a… -
Can we upload Image in home screen based on Logged in User(Partner User)Summary: Can we upload Image in home screen based on Logged in User(Partner User) Update Content (required): Version (include the version you are using, if applicable): …
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Can we upload Image in home screen based on Logged in User(Partner User)Summary: Can we upload Image in home screen based on Logged in User(Partner User) Content (required): Version (include the version you are using, if applicable): Code Sn…
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Show the reject comments in email template, if we reject the deal from the email notification actionSummary: Show the reject comments in email template, if we reject the deal from the email notification action Content (required): Show the reject comments in the email t…Sunil.Kumar.Poojari-Oracle 22 views 2 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales -
How to delete partner ?Summary: Need to delete partner made by mistake. Code Snippet (add any code snippets that support your topic, if applicable):
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Unable to modify the font, size, text for the deal registration approval notificationSummary: we are unable to modify the font, or size for the deal registration notification. we have only a page layout where we can add/ remove fields. is there any optio…Sunil.Kumar.Poojari-Oracle 21 views 2 comments 0 points Most recent by Sunil.Kumar.Poojari-Oracle Sales
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How to restrict Partner Opportunity data from OSC userSummary: We need to restrict opportunity data which is created by partner to sales cloud users Content (required): Ex: Sales Admin or Sales Rep cannot see Opportunity or…
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How to create custom data security Policy for Partner?**This post was created as part of a How to Service Request (SR) Release: [11.13.22.01.0] Summary of the question: Customer have a requirement where they want to restric…
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Deal Registration Should be editable after submitting for ApprovalSummary: Currently, the deal registration is becoming read only when submitted for approval. so any changes to the deal after submission is not possible. customer wants …Sunil.Kumar.Poojari-Oracle 1 view 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales
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How to disable global search for specific role in oracle Fusion CX Sales cloudSummary: How to disable global search for specific role in oracle Fusion CX Sales cloud Content (required): Partner users are able to search records through global searc…Sunil.Kumar.Poojari-Oracle 42 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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How to use geography dimension in Business Plan Objectives? (and how to create new dimensions)?Summary: How to use geography dimension in Business Plan Objectives? (and how to create new dimensions)? Content (required): I enabled geography dimension for BP Objecti… -
Can a partner user be given quota and access to forecast?Summary: Can partner users participate in quota/forecasting? Content (required): Is it possible to set a partner user (e.g. partner sales representative) as a territory …
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Business Plan Objective Split not availableSummary: Hi, I'm creating some objectives for business plans and the action "Split" is not available under actions. Already checked on App Composer and the action is add…
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Fusion PRM: Multiple Partners registering same DealSummary: "Weighted" Pipeline Report for Channel Account Manager to exclude "duplicate" registered deals (same customer, product lines etc) by multiple partners. Content …
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Which tool can be used to customize MDF Request Approval Flow?How to customize MDF request approval and please need doc for doing this. -
PRM: How to remove 'Create Enrollment' button from Landing Page?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: Can we remove the 'Create Enrollment' button from Landing Page in …Ionel Spaloghe-Support-Oracle 21 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales
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Can we create Dynamic Choice List (DCL) on Partner Contacts?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: Can we create Dynamic Choice List (DCL) on Partner Contacts? Suppo…Ionel Spaloghe-Support-Oracle 31 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales
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Identify leads and Opportunities for PartnersSummary: We need to identify if the leads and opportunities belong to internal sales employees or they belong to partner users Content (required): We have implemented PR… -
Enable Partner Sales Representative users to view all leads in Partner OrganizationSummary: We have requirement that all partner sales representatives within a Partner organization should be able to view all leads assigned to other partner sales rep in…
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Why Does 'Request for Information' Not Available for Deal Approval Notification ?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: OOTB Action - 'Request for Information' does not appear …Swathi.Lemati-Support-Oracle 11 views 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle Sales
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How can the budget be allocated to multiple partners?**This post was created as part of a How to Service Request (SR) Release: [11.13.21.10.0] Summary of the question: MDF Budget create layout has Type field the following …
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Which privilege allows user to create partner account recordSummary: We need to restrict few users from creating partner records from UI which privilege we have to remove Content (required): We need to restrict few users from cre…
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Available Today: Out of the Box Reports for PRM and Channel SalesSummary: Out of the Box Reports for PRM and Channel Sales - available today in Oracle Sales. Content (required): Out of the Box Reports for PRM and Channel Sales - avail… -
Partner home page layout - Change the ThemeSummary Change Look & feel home page display for Partner usersContent Hi all, How and where can I change the look and feel of the Partner (PRM) home page? That is, only … -
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…
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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 …