Setup and Maintenance
Discussion List
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Lead AssignmentContent Hello Community Members, Can we assign leads in Round Robin fashion? suppose there are 4 leads and 3 sales reps then leads should be assigned as : lead 1 - Sales… -
Notification for Bounce back emails for Service moduleSummary Notification for Bounce back emails for Service moduleContent Hi Our customer is expecting the bounce back email when the email has not reached to the end custom… -
Fetch Accounting Calendar Details via Groovy/WebserviceSummary Fetch Accounting Calendar Details via Groovy/WebserviceContent Do we have any methods to fetch Accounting Calendar Details via Groovy/Webservices [SOAP/REST] in …Shivakumar Ayyanagowdar-Oracle 42 views 7 comments 0 points Most recent by Shivakumar Ayyanagowdar-Oracle Sales -
Customer Data Management - Oracle Customer Experience Cloud (Oracle CX Cloud)Summary Oracle Customer Experience Cloud (Oracle CX Cloud) suggestionsContent What things should be avoided or given caution to with regards to Oracle Customer Experienc…User_2025-02-07-07-51-30-880 32 views 4 comments 0 points Most recent by User_2025-02-07-07-51-30-880 Sales -
WorkspaceSummary Enabling Workspace for the customerContent Hi, Would like to know the steps to enable workspace for our customer. pls advise. Version 19DUser_2025-02-06-07-25-24-970 48 views 2 comments 0 points Most recent by User_2025-02-06-07-25-24-970 Sales
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Sum Total Row Level in Sales Cloud ReportSummary Show only total and hide rows in report output Sales CloudContent We have a report as Table output view. We want to sum at row level and then total at bottom by …
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Contact restrictionSummary Is it possible to restrict the visibility of contacts and that the user can only see the contacts in which he owns?Content Hi, We want that users can only be abl…
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Enable Search and Workspace User Experience in Oracle Sales Cloud 18cSummary Enable Search and Workspace User Experience in Oracle Sales Cloud 18cContent The pod of our Oracle Sales Cloud instance has been upgraded to Release 13 (Update 1…
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How can I provide ability for sales reps to create and edit Competitor?Summary How can I provide ability for sales reps to create and edit Competitor?Content Only sys admins are able to create and edit Sales Competitors in OEC (19C), and we…User_2025-02-04-10-37-00-332 36 views 2 comments 0 points Most recent by User_2025-02-04-10-37-00-332 Sales
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FlexField - Validators - how Boolean are managed in the Groovy expressionSummary I would like to use a boolean flexfield in a groovy expressionContent Hello, Imagine 2 flexfields : * "Flag" is TRUE_FALSE * "Type" has a value set (having 4 val…
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Asset subtab in ContactContent Hi All, I would like to know about exposing asset subtab in contacts. I can see the subtab is exposed in application composer pages but when I checked on UI the …
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Controlling Workspace AccessContent Hi All, I am looking for a way to remove create record access for workspace. As of now i can see + icon to create new records from workspace. Is there any soluti…
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Incentive Compensation (implement) at a retail bankSummary asking for (your) best practicesContent If you have implemented IC in OSC for a retail bank or other national retail distribution businesses, could you share a t… -
Scope of Offering versus Scope of FeatureSummary ICM Offering becomes Incentives Feature in 19C; what are the changes in the service?Content Oracle Support was insistent that "nothing has changed". At the Cloud…
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Address Element typeSummary Is there a way to add the additional values to Address Element LOVContent We are looking to format the address to add some additional fields which reflects the g… -
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…
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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
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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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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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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…
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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…