Setup and Configuration
Discussion List
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Is it possible to set the default owner in the list of assigned sales resources in lead assignment?Summary: Is it possible to set the default owner in the list of assigned sales resources in lead assignment? Content (required): We have several assigned sales resources… -
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… -
Shared Outlook Mailboxes for CX SalesSummary: Shared Outlook Mailboxes for CX Sales Content (required): We have a use case in which customer will have their own mailbox but they also have a shared mailbox w…
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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… -
Copy Service RequestSummary: Copy Service Request Content (required): Hi, Is it possible to customise the Service Request copy popup? Version (include the version you are using, if applicab…
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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…
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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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How to fetch PIM Product Catalog in Sales Cloud Products / Product GroupsContent Hi All, I am referring to the Oracle doc: Import Sales Products From PIM Data Hub" Scheduled Process Criteria (Doc ID 2562928.1 It mentions that one of the field… -
how to setup New Customer approval workflowSummary need to enable new customer account approval workflowContent need to enable new customer account approval workflow after the sales person define the new customer… -
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… -
Hi, Please guide me how to deploy a simple BPM in Oracle Sales Cloud ?Content Hi, Please guide me how to deploy a simple BPM in Oracle Sales Cloud ? I was trying to deploy and gave sso Credentials, but it was not accepted. I think i may ne…
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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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How to stop creating duplicate Partners Account in OSC Partner ManagementSummary Ability to stop creating duplicate Partners Account in OSC Partner ManagementContent Hi Team, In OSC Partner Management, we should restrict duplicate partner acc…
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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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Newly Created Product not found in Browse Catalog in LeadsContent Hi, I created a new product, but it is not appearing in the "Browse Catalog" in Leads. I have done the following: -Create product in Sales > Products -Added it i…
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How To Setup Email Notification For Assigned Resource in Lead Assignment RulesSummary How To Setup Email Notification For Assigned Resource in Lead Assignment RulesContent Hi, My requirement is to have an email notification sent to the assigned re…
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Unable to update sales stage and close date details in import.Content Hi Team, We are trying to create opportunity recode in import management , But we are facing the issue on sales stage and close date fields. We are passing sales… -
Can we use any other field in Manage Sales Assignment Manager Objects other than Batch tag while usiSummary Can we use any other field in Manage Sales Assignment Manager Objects other than Batch tag while using opportunity Aux dimentionContent HI, is there any other av…
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How to Change the Oracle Logo and Name of Browser TabContent Is there a way to change the Oracle Logo and Name of the browser tab? Is this possible? If so, what are the steps to do this? Thanks in advance.
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Feature Spotlight: Mobile App ComposerSummary Configuring the CX Sales Mobile application is easy with the Mobile App Composer.Content The new CX Sales Mobile app helps sellers get more done in less clicks w… -
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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Territory owner is not adding to partner team after territory assignmentSummary Channel sales manager type partner centric territoryContent Hello Experts, we have created Channel sales manager type partner centric territory to for territory …
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User Profile Functionality in Oracle Sales CloudContent Hi, Is there a function in Oracle Sales Cloud that is similar to the User Profile option in Siebel where I can configure a profile name and value that is accessi…
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Opportunity Management AccessSummary need to limit the data access in opportunity based on below criteriaContent is there away to create data access right for opportunity without using groovy script…
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Updating resource roles - Bulk import / any other waySummary Updating resource roles - Bulk import / any other wayContent Hi Folks, We have a situation, we recently found that many of the sales cloud users (2000) didn't ha… -
Parent Account in Leads ObjectContent Hi, I need to get the Party Number of the Parent Account from Leads Object in a field trigger to set a value for a custom lead field. Used the API Name "ParentAc…
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Related records in WorkspaceSummary Related records in WorkspaceContent Hi All, Is there any way to fetch all the related records of an account in the workspace ? For example there is a Account ABC…