Setup and Maintenance
Discussion List
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Mobile - # of Opportunities Constraint?Summary Mobile - Is there a limit to number of opportunities listed in mobile?Content Would like to know if there is a constraint or configuration controlling the number… -
Import CampaignsContent Hi All, I am looking for an information on How to import Campaigns in OEC? Please suggest any ideas. Regards, Rohit Version 19A -
the constraint choice list in reversed order(hierarchical manner).Summary I am looking for a solution on the constraint choice list in reversed order(hierarchical manner).Content Hi, I am looking for a solution on the constraint choice…
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Managing attachments - Client profileSummary Maintain attachments - all versions - which support a client profileContent Greetings, We are currently implementing ERP and Sales Cloud; and our customer is que…
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Is there tool or a quick way to compare/validate if 2 instances are parallel/sync?Summary Looking for a quick way or tool to compare environment instancesContent Hi everyone, Anyone here has a quick way or a tool to compare/validate if 2 environment i…
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Opportunity status and sales stage relationContent Hi Community Members, I have observed one behavior while working on opportunity. Even though I have defined status as closed in one of the sales stage in Manage …
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Create follow-up Appointment from Call ReportSummary can a follow-up appointment be created from a call report?Content When looking at an appointment, we have the ability to create call reports, follow-up appointme… -
What is the standard POD sizing for Oracle Sales CloudSummary Standard POD sizing for Oracle Sales Cloud [Example with 50 users]Content What is the standard pod size for each instance in Oracle Sales Cloud with 50 user lice… -
Opportunity Revenue AuditSummary Need an ability to get an audit for opportunity revenue lines excluding child recursContent Hi , We have a business case where they are expecting the audit for o…
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Formula field in lead assignment rulesContent Hi All, I am not able to access formula field in setup and maintenance task manage sales lead assignment rules. Is it a standard behaviour? Why we can not access…
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Assign LeadsSummary Assign LeadsContent Hi all, I need your opinion and advice on the following: * The Sales Representative accepts a Lead. * If the Lead exceeded the 5 days of its … -
Friendly From AddressContent Hi, We have configured couple of workflows where it will send a email notifications to the Agents and scheduled reports. Can we personalize the From Address of t… -
Need to expose the executive dashboards on Sales home pageSummary Need to expose the executive dashboards on Sales home pageContent We have developed an excutuve dashboard to contain 6 BI reports for the upper management users.…
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Can "Manage Users" be customized?Summary I'd like to create a custom field for Employee NumberContent Can the "Manage Users and Roles" screen be customized? I'd like to add an "Employee Number", but the…
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Sales Cloud Swyx CTI ConnectionSummary How to connect Swyx CTI with Oracle Sales CloudContent Dear community, is there a good tutorial on how to connect sales cloud to a swyx CTI? The use case will be… -
Expression Language ( EL ) and Cloud Applications. Take 2.Summary How is EL used within Cloud Applications and where can I find out information ?Content Due to technical difficulties experienced when we ran this session on the … -
Enabling OfferingsContent Hi, What is the best practice we need to follow to enable the offerings? Can we enable all the offerings which is available in the Test instance in order to vali…
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Welcome EmailContent Hi,When the customer purchase OEC and SCM Cloud, how the customer will receive the instance details. are they going to receive welcome email contains instance UR…
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CX – Oracle Sales Planning Cloud, 15 January 2019, 9 a.m. PT - Submit QuestionsContent Submit your questions for the CX – Oracle Sales Planning Cloud session to have them answered during the live event. Post your questions by posting a new comment … -
Search on Business UnitSummary How can I make Business Unit available in advanced searchContent How can I make Business Unit available in advanced search on my leads so that employees can add …
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List of All Pre-Defined (outof the box) Roles with descriptionContent Anyone knows how to extract all the available roles in OEC? or has a documentation of all the pre-defined(out of the box) roles in OEC?
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How to create Stand alone Address in OEC ?Summary To create addresses that are stand alone ie not related to any account or contactContent Dear Team, Could you clarify the following? I understand by data model F… -
Do we have assignment for Activity object?Summary Assignment rules for Activity objectContent Is there a way we can auto assign resoruces to Activites ?
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How to embed pictures or videos in announcementsSummary Is there a quick way to embed pictures or videos in announcements on Sales Cloud home pageContent Is there a quick way to embed pictures or videos in announcemen…
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CX – Oracle Responsys 18C Update Overview, 23 August 2018, 8:00a.m. PT - Submit QuestionsContent Submit your questions for the CX – Oracle Responsys 18C Update Overview session to have them answered during the live event. Post your questions by posting a new…
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Sales Readiness Training for Update 18BSummary Watch the latest Sales readiness training for Update 18BContent Want to watch the latest Sales readiness training for Update 18B? You can visit the Sales Readine… -
CX Mobile app Calendar and iPhone Calendar does not SyncSummary CX Mobile app Calendar and iPhone Calendar does not SyncContent After making the setups as per the document below, sync is still not working. Is there any other …
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Announcing: Territory Modeling course now available at Oracle UniversityContent I am pleased to announce the availability of the Oracle Sales Cloud: Territory Modeling online course, now open to customers worldwide: The direct link to the co… -
I do not have the latest release 13. How do I get provisioned for it?Summary Do I have to perform any steps to upgrade to the latest Release?Content How do I know what release I am on? I have not been provisioned for the lasted release. H…
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Scheduled Process - Close Out OpportunitiesSummary Close Opportunities if effective date is less than today as a scheduled processContent I am looking for a way to hopefully create some sort of scheduled process …