Territory Management
Discussion List
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Migrate Sales Territory to another Environment (Dev to Prod)Summary: Is there a way to export Migrate Sales Territory to another Environment (Dev to Prod) Is this through Export Management > FILE > Import Management File Type (XM…Christian Gerald Patacsil 16 views 2 comments 0 points Most recent by Christian Gerald Patacsil Sales -
Make the territory owner the account ownerSummary: As sales team members have changed, we now have accounts that have multiple team members but they are not supposed to be team members anymore. We implemented te…
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How to restrict access to parent accounts while using sales territoriesSummary: Currently using Sales Territories with combination of Sales accounts hierarchies to give access to users based on territory membership The sales accounts are co…
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How to get territory team members added to account team?Summary: If a territory is assigned to an account or a opportunity in CX, by default the territory owner or team members are not added to account team. Is there a settin… -
Custom Object is not available in Import ManagementSummary Custom Object is not available in Import Management even after adding 'Custom Object Administration' role to User and checking Create,Update,Delete check-boxes f…
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How to hide sales territories for a specific roleSummary: I wanted to hide sales territories and show them only to their respective owner (I'm using a custom role of Partner Admin) I tried using the Sales/Service acces…
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How to set the Revenue territory copying it from the related account?Summary: We would like to use redwood forecast based on territory and opportunity amount. Unluckily it is not possible, so as a workaround, we are developping a groovy s…
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How to search opportunities with accounts in my territory?Summary: Customer is searching opportunities using the Record set "My territory membership hierarchy". However, when an opportunity is on its early stages and doesn't ha… -
Country name in the different languagesSummary: Hi Our user has a requirement where to change the country name from North Macedonia to Republic of North Macedonia. So we have changed it from Manage Territorie…
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Is there a limit to number of customers that can be added to a territories inclusion?Summary: Our current project has a need to define few territories with around 13k-15K inclusions customers. Is there a limit or general guidance as in how many inclusion…
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Partner DCL on territory headerSummary: What is the purpose and functionality of the Partner DCL on territory Header? Does it drive partner territory assignment to accounts and opps in any way? Conten…
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How to export accounts territoriesSummary: Is it possible to export all accounts with their territories? In Export Management there is the option for AccountTeam, but it's not exporting any territory. I'…
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How to setup a territory based on few Major CustomersHi, We are setting territories based on Products an Customers. First based on few products selected at opportunity revenue level, territories should be assigned. This ha… -
Add Custom Fields in "Search and Add Customers" screen under Coverage tab in Territories.Summary: Navigation/Steps Sales > Territories > Classic UI 1) Create a Proposal 2)Add Territory to Proposal 3) Navigate to Coverage tab 4) Select + Button on Included Cu…Anubha Vijayvergiya-Oracle 21 views 2 comments 0 points Most recent by Anubha Vijayvergiya-Oracle Sales
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How to setup territory assignment with more than 3 dimensions?Summary: The ootb functionality of dimensions, for territory assignment, have 3 custom dimensions. We are using 2 of then, without any problem. But we have more than one…
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Request for Reference Video on Sales Territory and Sales QuotaSummary: We are planning to use sales territories and sales quotas in our project. Could someone please share a reference video to help us understand these concepts Who …
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Is it possible to add custom fields to Sales Territory Quota and Sales Resource Quota objectsSummary: We have some requeriments to add information to territory and resource quota objects. The idea es to capture those information later in OTBI and present the use…Gilson Souza Jr. 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Territory Assignment to Opportunities Using Custom Dimensions: Setup and DemoSummary: Overview of the Territory Custom Dimensions feature and a demonstration of the one-time setup steps to enable a Line of Business custom dimension and update the… -
How to display a lead's territory team membersSummary: How to display a lead's territory team members Content (please ensure you mask any confidential information): I want the people of the territory to appear in th…
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Territory update of dimension doesnt reflect in OpportunitySummary: Hi, We had setup teritories based on Country which was working fine. Now we had to update the territories based on a Custom field onto Opportunity Object which …
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Need ability to run assignment on demand for an account from redwood Accounts pageSummary: Need ability to run assignment on demand for an account from redwood Accounts page (like in Classic UI) Content (please ensure you mask any confidential informa… -
How can I check if the owner of an account is in the territory through groovy script?Currently, In Oracle CX Sales, I have a custom DCL field named 'Secondary Owner'. This field is linked to the Resource object. When a resource is selected in the DCL, a …
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Enable Assignment Rules for Accounts "Manage Customer Center Assignment Rules"Summary: Can some one provide me documentation regarding enabling Assignment Rules for Accounts. I couldn't find the document any where. When we are trying to create the…Lavu Kalyan Chakravarthi 21 views 2 comments 0 points Most recent by Anubha Vijayvergiya-Oracle Sales
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How to restrict product groups based on multiple Business UnitSummary: Hi , How can we restrict Products and Product Groups based on multiple business Unit . Content (please ensure you mask any confidential information): Version (i… -
Territory Precedence/Territory Function multi selectSummary: We checked the oracle documentation https://docs.oracle.com/en/cloud/saas/sales/oasal/steps-to-implement-territories.html#s20063731 and tried to make Territory …
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Opportunity Territory Assignment is not workingSummary: I have done these steps to enable the option the run assignment, but it does not work. 1. Create a new sandbox and activate it. 2. Set MOO_OPTY_ENABLE_AUTO_ASGN…
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how to delete resource centric territorySummary: I have deleted the Resource-Centric Territory by these steps, In order to delete the resource-based territories from the Territories list, please resubmit the "…
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opportunity revenue typeSummary: How should I display data of upside, committed, committed at risk in forecast? Content (please ensure you mask any confidential information): Version (include t…
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what is process behind revenue, Gap and pipeline display in oracle cx salesSummary: how should revenue, Gap and pipeline data display in oracle cx sales. Content (please ensure you mask any confidential information): Version (include the versio…
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Bulk Update Classification Subtab for Accounts for TerritoriesSummary: Following the thread : Territories using Standard FCL as Dimension Content (please ensure you mask any confidential information): We are using 7 Business Units …