Setup and Maintenance
Discussion List
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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… -
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 … -
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? -
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 …
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Unable to update Resource Role or Reporting ManagerSummary Users changed Organizations and now the Role and Manager fields are non-enterableContent I have two Sales Managers that swapped Regions. I updated the Organizati…User_2025-01-22-19-28-04-893 61 views 3 comments 0 points Most recent by User_2025-01-22-19-28-04-893 Sales
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Incentive Compensation - simple roll over to next yearSummary Simple way to move everything from 2017 to 2018?Content Hi, I am trying to figure out the easiest way to move everything we have in 2017 into next year. Particip…
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Sales Cloud Release 13 upgrade stepsSummary The link in the release 13 perform upgrade seems to take me to the release 11 upgrade doc, where is the release 13 upgrade guide?Content I am having issues acces…
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Sales Cloud R13 Gmail integrationSummary In R13 gmail integration is it possible to create a lead from gmail?Content In the R13 gmail integration is it possible to create a lead from gmail? I would like…
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Setup Price Products Group - Opportunity Revenue Line Automatically – OSC v12Summary Setup Price Products Group - Opportunity Revenue Line Automatically – OSC v12Content Hi all, I am creating my sales catalogs by product group. For each Product I… -
CX - R13 Sales Cloud: Platform and Extensibility: August 17, 2017, 9:00 a.m. PT - Submit QuestionsContent Submit your questions for the CX - R13 Sales Cloud: Platform and Extensibility session to have them answered during the live event. Post your questions by postin… -
CX - On-Boarding Toolkit New Features in R13: August 1, 2017, 9:00 a.m. PT - Submit QuestionsContent Submit your questions for the CX - Oracle Sales Cloud New Features Preview for R13 session to have them answered during the live event. Post your questions by po…
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Oracle Sales Cloud SIG – Spring Kickoff 5/16/17 @ 2:00 pm CT - call detailsSummary Calling all OSC users - let's collaborate!Content Please join Perry Homes and Mountaire Farms for the 2017 Kickoff of the Oracle Sales Cloud SIG (Special Interes…
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Reducing the number of steps to reassign a LeadSummary It takes 10-13 clicks for a manager to assign/reassign a lead to a sales rep!!! No way to get adoption.Content We have approx. 700 outside sales reps covering 40…User_2025-01-28-21-54-07-380 35 views 3 comments 1 point Most recent by User_2025-01-28-21-54-07-380 Sales
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Oracle Sales Cloud SIG – Spring Kickoff 5/16/17Summary Help us revive the OSC SIG .... submit agenda topics now!Content Are you interested in meeting with other companies that are using Oracle Sales Cloud to share be…User_2025-01-22-19-27-33-515 30 views 1 comment 1 point Most recent by User_2025-01-28-21-54-07-380 Sales
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Converting Leads with ActivitySummary Can Activity be mapped for Lead to Opportunity?Content By default, when a Lead is converted to an Opportunity, Activity and Notes are not mapped to that Opportun…User_2025-01-22-19-28-04-893 49 views 4 comments 2 points Most recent by User_2025-01-28-21-54-07-380 Sales
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Oracle Sales Cloud Release VersionContent Hi, How to check the Oracle Sales Cloud current release version in the application.? Thanks, Kiran
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UX Lab Tour at Oracle HeadquartersSummary UX Lab Tour at Oracle HeadquartersContent Being able to tour the Cloud UX Lab while at OpenWorld is an exceptional encounter! Glimpsing the forthcoming adventure…
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Lead Assignment in Oracle Sales CloudSummary How to Control Lead Assignment in Oracle Sales CloudContent Hi, I have a scenario : I wanted to make sure, before a Sales rep accepts/owns a lead, Is there a way…
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Oracle Sales Cloud Special Interest GroupSummary Oracle Sales Cloud Special Interest Group [SIG1429]Content 2 results found Oracle Sales Cloud Special Interest Group [SIG1429] Vicki Novosad, Engineering/Oracle …User_2025-01-22-19-25-37-588 65 views 0 comments 2 points Most recent by User_2025-01-22-19-25-37-588 Sales
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OpenWorld Sales Cloud SIG (SIG1429) Sunday, Sept 18, 9:15 am - 10:00 am Moscone West - 2011Summary Special Interest GroupContent Vicki Novosad, Laser Technology, Inc. and Allison Kutz, Apex IT are hosting Sales Cloud SIG at OpenWorld. Come join the meeting and…User_2025-01-22-19-25-37-588 23 views 0 comments 2 points Most recent by User_2025-01-22-19-25-37-588 Sales
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Page Composer - Advanced Expression - IF FIELD NULL DISPLAYSummary Make layout display if field blankContent Hi there, First time poster, greatly appreciate any help provided!!! I'm looking to make a Contact page layout display …User_2025-01-25-03-27-12-589 116 views 6 comments 1 point Most recent by User_2025-01-25-03-27-12-589 Sales