Setup and Configuration
Discussion List
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How to add two quotas on territory level?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: The customer has the requirement to have two quotas on …Matei Niculescu-Support-Oracle 42 views 1 comment 0 points Most recent by Matei Niculescu-Support-Oracle Sales -
Is it possible to create multiple payment batches that use the same payment group?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: The customer is requiring the possibility to have 2 pay…Matei Niculescu-Support-Oracle 52 views 1 comment 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation
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BPM Approval workflowSummary: BPM Dynamic Approval group and Email template in CX Sales Content (required): Need clarification on following things on regarding BPM Approval flow Is dynamic a…
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How to modify the implicit access from "Edit" to "View Only" for opty team members?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to modify the implicit Access from Edit to View Onl…Matei Niculescu-Support-Oracle 61 views 2 comments 0 points Most recent by Vitejanu Vasile-Madalin Sales
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Is it possible to create new record set for opportunity search ?Question: **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is it possible to create new record set for opportunity …
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To display data from NetSuite application in Oracle Engagement CloudSummary: To display data from NetSuite application in Oracle Engagement Cloud Content (required): Can you please let me know, if you have worked in any requirement where…
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Early Adopter Beta access to AI for Sales features AI Lead scoring and Opportunity Win ProbabilitySummary Instructions to request for Early Adopter Beta access to AI for Sales features AI Predictive Lead Scoring, Opportunity Predicted Win probability and Recommended … -
Is It Possible To Reconfigure The Accounting Calendar?Question: **This post was created as part of a How to Service Request(SR) Release: 22B Summary of the question: How do you update the Accounting Calendar after it has be…Kyler Thomas-Support-Oracle 21 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales -
Groovy Script to delete Account related address lineSummary: If Opportunity Status is set to Lost, then we want to delete the address line in associated Account based on the location ID on related object that matched with…
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What is the difference between similar fields that can be displayed in a workspace?Release: 22A Summary of the question: Question 1: What are the differences between the following two fields that appear in a list of workspaces,when the primary email of…
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Early Adopter access to Native Sales AI/ML features Similar Accounts from Sales Prediction frameworkSummary Instructions to request for Early Adopter access (Promo Code) to Native Sales AI/ML features Similar Accounts, Sales Prediction framework within CX Sales Content…
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How do Display Sequence and Signing Sequence fields help in the signing contract process?Summary: **This post was created as part of a How to Service Request (SR)** Content (required): We could see Display sequence and Signing sequence available when we choo…Ofelia Vez-Support-Oracle 71 views 1 comment 0 points Most recent by Ofelia Vez-Support-Oracle Sales
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How to add custom field in Contract Line Level using Application Composer?Summary: **This post was created as part of a How to Service Request (SR)** Content (required): We are trying to add the custom field in Contract Line Level using Applic…Ofelia Vez-Support-Oracle 65 views 3 comments 0 points Most recent by Ofelia Vez-Support-Oracle Sales
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Cannot Find Items/Products to Add to Opportunity Revenue Lines------------------------------ Body------------------------------------ **This post was created as part of a How to Service Request (SR) Summary: User trying to add Item…Swathi.Lemati-Support-Oracle 62 views 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle Sales
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What is Rate limit for REST API**This post was created as part of a How to Service Request (SR) Release: 11.13.22.01.0 Summary of the question: A rate limit is the maximum number of calls we want to a…
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Expand Address Node on ContactIs there a way to default the Address Node in the Contact->Profile to be expandable by default? Saves the user an extra click and there is plenty of area, so there is no…
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Few custom fields doesn't appear in Import template creationSummary: Hello, We have custom field for Account object but they doesn't appear while adding for Import template for same object. Please suggest how to get them over tem…
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Log the Email from ContactsSummary: If I log in as a Sales Rep, Is there any functionality available wherein I can log/record the Emails from my contacts in the CX Application. This is similar to …
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How can we populate a value in Address Additional Element Attribute 5 using groovySummary: How can we populate a value in Additional Element Attribute 5 using groovy Content: We have a requirement that we want to populate some value in Additional Elem…
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How can we report on Opportunity competitors custom fields data?Hi All, Summary: How can we report on Opportunity competitors custom fields data? We have quite few custom fields created in Opportunity competitor Object. And we want t…Lavu Kalyan Chakravarthi 21 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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trigger to validate if the national ID field located in contact object is not null before lead conveDears, I need your help to create a trigger in order to validate if the “national ID” field located in the contact object, is “not null” before converting any lead to op… -
How to expose Export link for the Dashboard in Analytics subtab of an Object?Summary: In Opportunity Object we have enabled the Analytics subtab and exposed a Dashboard in it. We want to see Export option for the dashboard data results. How can w…Lavu Kalyan Chakravarthi 22 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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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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Limit Custom Object record visibility using Record TypesSummary: I have create a custom object and want to limit who can see which records. Some users can see all while others users can only see a restricted set. Content (req… -
Delete users in bulkSummary: Delete users in bulk Content (required): Is there any way to delete only bulk user accounts? Version (include the version you are using, if applicable): 21C Cod…
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How To Add A Custom/Standard Field in the Manage ColumnsSummary How To Add A Custom/Standard Field in the Manage ColumnsContent Hi, I want a custom/standard field to appear in the Manage Columns so I can see that field in the… -
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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What are the different ways we can show an OTBI dashboard/report in the Oracle Sales Cloud Homepage?Summary What are the different ways we can show an OTBI dashboard/report in the Oracle Sales Cloud Homepage?Content Hi, Right now, the way we do this is by linking the r…
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Increase timeout for a merge requestSummary The merge request failed because its processing time exceeded the configured timeout of 120 minutes. Increase the timeout and resubmit.Content Hi, Our Merge requ…