Sales Performance Mgmt
Discussion List
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Is Oracle EBS Trade Management available in Oracle Cloud?Summary: Client is looking for a similar product of Oracle EBS Trade Management in Oracle Cloud which can handle promotions, rebates etc. In EBS, it is part of Oracle CR… -
how to make every salesperson see just his own records at ( contact , account , lead , opportunity)Summary: Hello everyone , I want to make each salesperson just have access to his/her own records only and can not see other records but the sales director still has the…
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Selling on the Go - Oracle CX Mobile AppIf you want to explore more on this topic, I recommend you to attend the following Cloud Adoption Webinar, delivered by one of our Customer Success Managers: Get your jo… -
Sales Manager - Opportunity DataHi, Is there any standard UI / report to see all opportunities of all sales rep of the Sales Manager? Below standard reports used to show the top opportunities. My Team'…Mohana Gopal Selvam-Oracle 2 views 1 comment 0 points Most recent by Oana Grigorie - Support-Oracle Sales -
There's possibility to perform massive test load to check CX Sales performances?Summary: Massive load for performance test Content (required): I would know if there's a framework or tool able to test on massive way CX Sales UI's in order to check on…
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SSO CX Sales MobileSummary: We have SSO enabled when logging into the desktop, and we are currently configuring the CX Sales mobile app in our DEV environment. The implementation documenta…
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Update the size of the table for Revenue LinesCan we update the size of the table that displays the Revenue Line items in the opportunity, so that the users don't have to use the slide bar table inside the opportuni…
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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… -
UI Branding in oracle sales cloud applicationHi All, We have the request from customer to customize the UI of sales cloud. Customer would like to make following changes in the sales application. change the Font of …
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In Fusion Cloud Sales (Incentive Compensation), can user defined queries be exported and imported?Summary: In Fusion Cloud Sales (Incentive Compensation), can user defined queries (UDQ) be exported and imported between environments? Content (required): In Fusion Clou… -
Importing closed opportunities to Incentive cloudContent Hello, Anyone knows if there is a way to import all the closed opportunities to Incentive compensation module through an automated process? We are using both ora…
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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 …
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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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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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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 … -
How to fix "Object CancelReasonVA of type Attribute already exists" errorSummary Whenever I am trying to open any field or to do something on OSM, it shows me "Object CancelReasonVA of type Attribute already exists" errorContent In OSM, when …
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Sales – CX Sales 21B-21C Updates for SPM, 7 May 2021 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 21B-21C Updates for SPM session to have them answered during the live event. Post your questions by posting a new … -
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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OTBI: How can we use a generic month in a reportSummary OTBI: How can we use a generic month in a reportContent Hi, Attached is an nquerylog for a report. We want that it should show # of Open opportunities from the c… -
OTBI: Data is reducing when adding # of Activites factSummary Data is reducing when adding # of Acitivites fact in Subject Area: Sales - CRM PipelineContent Hi We are using subject area: Sales - CRM Pipeline. When adding th…
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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 …