Sales Forecasting
Discussion List
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How to create Customer Account using FBDISummary: How to create Customer Account using FBDI. Content (required): The requirement is to create a customer through FBDI. We have customers present in fusion which n…Neelesh Varma 22 views 1 comment 0 points Most recent by Bianca Fildan-Oracle Receivables & Collections -
How can we send Subscription Renewal reminder to a contact rather than to the subscription creatorSummary: Content (required): Is it possible to send Subscription Renewal reminder to a contact rather than to the subscription creator Version (include the version you a…Neelesh Varma 32 views 1 comment 0 points Most recent by Ofelia Vez-Support-Oracle Subscription Management
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Am team in forecast but cannot see territoryWhy cannot see territory while am team in the forecast and what's the forecast delegation role -
Un forecasted item not showingWhen the un forecasted items are displaying?
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Suggestions for replacing the Sales Campaign feature in CX Sales ?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Discontinue of the Sales Campaign feature in CX Sales. …Matei Niculescu-Support-Oracle 22 views 1 comment 0 points Most recent by Matei Niculescu-Support-Oracle Sales
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Is there any impact in disabling Sales Methods and Sales Stages?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Is there any impact in disabling Sales Methods and Sales Stages? S…
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Available Today: Out of the Box Reports for Incentive CompensationSummary: Out of the Box Reports for Incentive Compensation - available today in Oracle Sales. Content (required): Out of the Box Reports for Incentive Compensation - ava… -
how to export all custom lookups defined in application using export managementSummary how to export all custom lookups defined in applicationContent Hi All, Is there any way to export all custom lookups defined in application through export manage…
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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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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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Will the accout owner/team member will get default visibilty to account opportunitiesSummary Is it possible to see opportunities on landing page where the user is owner of accountsContent Hi All, There is a owner and few team members associated to an acc…
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How to configure auxiliary dimension for opportunity custom field for territory assignmentContent Hi All, Can anyone help me with steps or special configuration steps required to setup opportunity object custom field as auxiliary dimension. i was following or…
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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 … -
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…
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How can we display the foract vs qouta graph by the quantity not by the amount if there is any abiliSummary please it's important to know if there is ability to do that or not and how and we do not need any doc we just need explanation here -
How we can display the forecast vs quota by the quantity not by the amountContent Need to display the graph by quantity
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Sales – Innovation Showcase: Key Account Planning in Oracle Sales Planning, 19 April 2021, 8.am PT -Content Submit your questions for the Sales – Innovation Showcase: Key Account Planning in Oracle Sales Planning session to have them answered during the live event. Pos… -
How to Apply Redwood Theme in OTBI Reports in Oracle Sales CloudContent We are planning to switch to the Redwood Theme in Oracle Sales Cloud. We have tried applying the Redwood Theme; however, it seems that the changes do not reflect…
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The target quota displaying 0 before that it was 1000000 and this is the correct numbet so why the qContent The quota graph displaying quota with 0 number despite of it's been published with the same quarter
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Workaround To Searching Products and Product Groups in Workspace or Normal SearchContent Hi, I learned that Product and Product Group search is only available for the adaptive search REST api. Is there a workaround for this using the normal search or…
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Can You Link an OTBI Report on the Sales Cloud Homepage?Content Hi, We want users to give quick access to their most used reports in OTBI by trying to find a way to have the link available in the sales cloud homepage. Is this…
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Sales – Here’s What's Cool about Partner Relationship Management, 22 March 2021, 8 a.m. PT - SubmitContent Submit your questions for the Sales – Here’s What's Cool about Partner Relationship Management session to have them answered during the live event. Post your que… -
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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Sales – Oracle Sales Innovation Roadmap, 10 March 2021, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Oracle Sales Innovation Roadmap session to have them answered during the live event. Post your questions by posting a new c…
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Can 'Last Updated By' filter currently logged-in user in Workspace Saved Search?Content Hi, I want to filter the contact records recently updated by the logged-in user using workspace saved search. However, I was only able to filter using User Name …
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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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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…