Setup and Maintenance
Discussion List
-
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… -
Workspace Publish Job went to PAUSE statusSummary Enabled one custom field in Setup and PublishedContent Enabled one new custom field which was created in Asset object in Setup tab of Configure Adaptive Search t… -
How To Change Active Party Usage Assigned to User in Resource DirectorySummary How To Change Active Party Usage Assigned to User in Resource DirectoryContent Hi, I want to update the usage for a resource in resource directory. How do I upda…
-
Feature Friday: News Feed Home PageContent The News Feed home page layout is our recommended way for you to give your users a fast, easy to use home page. To help you understand and quickly switch to the … -
Change the status of an retired leadContent My business requires the option to change the status of a retired lead. We have many retired leads and we require them to be managed again, for this reason we wa…
-
User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Summary User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Content Hi, We've created users in OSC but they are not appeari…
-
Feature Friday: FavoritesContent Beginning in 21A, sales people can now mark and view their favorite records in Workspace, from record’s edit page, or in the CX Sales Mobile application. This ma…
-
Infolet Arrangement Feels Different After Upgrade to 20DSummary Infolet Arrangement Feels Different After Upgrade to 20DContent Hi, Before upgrade to 20D, arranging infolets was a breeze. It was just drag and drop. But after …
-
Feature Friday: Access GroupsContent Access Groups make it easier for application administrators to provide user access to segmented business data such as Accounts, Contacts, Opportunities and Custo…
-
How To Check Email Sent to sendmail-test-discard@oracle.comSummary How To Check Email Sent to sendmail-test-discard@oracle.comContent Hi, Our data in our DEV environments are masked with emails of resources set to sendmail-test-…
-
How To Determine If The Opportunity Is Created From A Deal RegistrationSummary How To Determine If The Opportunity Is Created From A Deal RegistrationContent Hi, Is there a field (flag) that will tell if an opportunity is converted from a d…
-
How to the Sales usage type set defaulted as Custom values available in Sales Profile TypeContent I try to set default value for Sales usage type as one of the custom value from SalesProfileType, but as per the std behavior by default it can be set either Cus… -
How To Filter Workspace Saved Searches Based on the Territory of the UserSummary How To Filter Workspace Saved Searches Based on the Territory of the UserContent Hi, Is it possible to filter workspace saved searches based on the territory of …
-
Response is not showing in the campaignSummary Missing Response Data In Completed Sales CampaignContent We followed the steps mentioned in this doc "Doc ID 2440543.1" but nothing changed -
Create User using REST API vs Manage UsersSummary Create User using REST API vs Manage UsersContent Hi all, We have created Sales Representative users using the REST API service. I consult these users from the S… -
What Drives the Follow Up Date Functionality In OpportunitySummary What Drives the Follow Up Date Functionality In OpportunityContent Hi, I'm investigating why users received a follow up email ahead of what they set as the "foll…
-
How To Use Multiple Username in an EL ExpressionSummary How To Use Multiple Username in an EL ExpressionContent Hi, I want to limit visibility in an infolet by username. How do I set the EL Expression to filter multip…
-
Invoke BI analysis through SOAP wsSummary Not able to invoke BI report through soap web serviceContent HI All, Im trying to invoke a BI report through soap api with below payload but im getting ""en-US">…
-
How To Determine The Assigned Territory of an OpportunitySummary How To Determine The Assigned Territory of an OpportunityContent Hi, How do you determine the assigned territory of an opportunity? Thanks, Ed
-
Please need explanation for this check box and for which it's used "enable territory precedence" anContent And please if there is any doc explain this section rather than this "https://docs.oracle.com/en/cloud/saas/sales/20d/oasal/territories.html#OASAL54518"
-
How to update the Business Unit for existing OpportunitiesSummary How to update the Business Unit for existing OpportunitiesContent Hi Team, We are trying to implement multiple BU concept in our customer instance, but earlier t…
-
How to update Sales Stage in OSC depending on the status in CPQ?Summary How do I update Sales Stage in OSC depending on the status in CPQ?Content Hi Everyone! We want to update the sales stage in Oracle Sales Cloud when the status in…
-
How To Check Job Role Code Without Access To Security ConsoleSummary How To Check Job Role Code Without Access To Security ConsoleContent We're using SSO in logging in to OSC and we don't have access to the security console to che…
-
How To Import Sales Products From PIM Data HubSummary How To Import Sales Products From PIM Data HubContent Hi, Is there a documentation on how to use 'Import Sales Products From PIM Data Hub' job in Oracle Sales Cl…
-
How To Redirect An Infolet To The Landing PageSummary How To Redirect An Infolet To The Landing PageContent Hi, Is it possible to redirect an infolet to the Opportunity Landing Page? If yes, is it also possible to k…
-
How to update Sales Credit Recipient based on Opportunity Owner updateContent Hi, We have automatic territory assignment when an Opportunity is created and user has to add a Product Line while creating Opportunity. and after that in some c…
-
Shows Contains operator in Saved Search.Summary We want to use the "Contains" operator in saved search.Content We want to use the contain operator in a custom DCL field in a saved search but only the "equals" …
-
Manage User Keyword SearchSummary Manage User TaskContent Quick question - In Manage User task, can we search with username in keyword? It doesn't work for me. I wonder if I miss anything or if t… -
Feature Friday: Visual BuilderContent Oracle’s Visual Builder can be leveraged to build and deploy web or mobile applications to sit on top of CX Sales. Visual Builder is an easy to use, visual tool …
-
How To Assign Custom Infolets to Custom Job RolesSummary How To Assign Custom Infolets to Custom Job RolesContent Hi, I have created a custom job role and I understand that not all OOTB infolets will appear for that cu…