PRM
Discussion List
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Partner Table (ZPM_PARTNER_PROFILES ) is not return Primary contact detailsSummary: I am using ZPM_PARTNER_PROFILES table to fetch partner primary contact detail. But it is not getting any field to check partner primary contact detail. select *… -
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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How to auto populate partner name in opportunity custom DCL fieldSummary: Created custom DCL field to Partner object in opportunity object (PartnerAccount_c). When Partner user log into application navigate to UI and create opportunit…
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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, …
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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 24 views 2 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales -
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 24 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 14 views 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 46 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 34 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 35 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 14 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 …