Territory Management
Discussion List
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How to get the audit logs for admin related activities in oracle sales cloudHi, We have a business requirement as per Security guidelines from customer, where we need to track the admin related activities like activating/inactivating user, addin… -
Can custom attributes be used in Get Calls to query or filter out data on Territory ObjectSummary: We've introduced a custom attribute within the Territory object and are looking to integrate it as a filtering or querying parameter for the Get All Territory A…
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Documentation on how to implement Custom Territory Dimension: Using Extension DimensionHello, Everyone. I would like to seek for your Expertise regarding Territory Setup for CX Cloud. I have some experience on configuring Territory Dimensions especially fo…Christian Gerald Patacsil 51 views 5 comments 0 points Most recent by Christian Gerald Patacsil Sales
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How to delete a territory dimensionSummary: I need to delete the "Sales Channel" dimension but I don't see the option enabled. How can I delete this dimension? Content (please ensure you mask any confiden…
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Best practice to re-assign a sales team when the sales leader leavesSummary: The current sales leader is no longer with the organization. What is the best practice to put in a new sales leader so the Hierarchy, Territories, Quotas, etc a…
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How to get time zone based on ZIP code on Account UI Page ?Business wants to display TIME ZONE of an account based on its ZIPCODE from Address. So suppose a account Zip Code is 77219 for Address ( PO BOX 130548,HOUSTON, TEXAS HA…
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Territory Resource Centric assignment limitationsSummary: Territory Resource Centric assignment limitations Content (required): Hi, Is there any way to overcome the standard application behavior when assigning opportun…Waleed Abou Elhamd-Oracle 51 views 3 comments 0 points Most recent by Daniel Moraru-Support-Oracle Sales
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Territory-Quota-ForecastSummary: Implementation use case Content (required): We do not have auto assignments. Accounts are created by respective users or Mr.X creates an account and assigns it …
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Territory based Lead Assignment is not workingSummary: We have enabled Territory based assignment from profile options as per oracle documentation below: After running the assignment manually from UI on leads, assig… -
How to assign Multiple Technician to a Single Service Work OrderSummary: Need to assign multiple technician to a Service Work Order as multiple technician are working together to resolve the issue. Content (required): We have a scena…
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Profile option to Sets up a sales territory hierarchy that mirrors your sales resource hierarchySummary: I believe there is any profile to mirror the sales resource hierarchy to the territory hierarchy Content (required): Looking for a Profile option to Sets up a s…
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Territory Setup Use caseSummary: Territory Setup use case Content (required): I have the following use case for one of the territories: Dimensions: Address and account size A manager should see…
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Account Edit Access to Territory Team membersSummary: Only Territory owners are getting edit access but not team members. Based on below document, it suggests for inclusion of data security policy. But OOTB, they h…
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Significance of duplicate territoriesSummary: What is the business impact if I create duplicate territories(with the same dimensions) Content (required): I have setup the following territory hierarchy T-A T…
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Its important to solve the territory hierarchy not showing well in forecast UISummary: Not all the territory hierarch is showing well its showing only two parent Content (required): Version (include the version you are using, if applicable): Code …
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Theaccount and opportunity always assigned to the parent territory and not assigned correctlySummary: its important to solve this "The account and opportunity always assigned to the parent territory and not assigned correctly to the child territory" Content (req…
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Audit report for territory changes?Summary: Can the Audit Reports access be given to custom role, and also restrict the Product and Business Object Type selection? Content (required): For security audit p…
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Using Sales territory coverage Vo (TerritoryDimensionalityPVO )in GroovySummary Not able to use Sales territory coverage Vo (TerritoryDimensionalityPVO )in groovyContent Hi All, i'm trying to fetch territory name based on the coverage, and i…
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Need to know API for getting territory details from Team's tab on Account page in OSCSummary: Content (required): Can you please help us by providing the API call to get the details of territories under the Team's tab in Accounts(Attaching screenshot for…
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Limitation on the number of territories & Team Members that can be added in Accounts,Opportunities ?Summary: Is there any limitation on the number of territories that can be added in Accounts, Opportunities and Leads? Also is there any limitation on the number of team …
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Opportunity and Lead Territory Assignment Flexibility Using Custom DimensionsSummary: Overview of opportunity and lead territory assignment flexibility using custom dimensions feature and a demonstration of the one-time setup steps to enable a cu…
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What is the possible approach to purge the completed territory proposals?Summary: Do we have option to the purge the Completed Territory Proposal? and If yes, How to purge the territory completed territory proposal? Content (required): Do we … -
How to Show Territories Change History in UI?Summary: How to Show Territories Change History in UI? Content (required): Customer want to show up the change history details in territories object similar to Account/C…Abhishek Methi-Support-Oracle 51 views 3 comments 0 points Most recent by Lucian Vasile-Support-Oracle Sales
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Is there a way to have a validation to inform the user of duplicate entry when setting up territory?Summary: Is there a standard way to have a validation to inform the user of duplicate entry when setting up territories? Content (required): For example, user creates ne…Abhishek Methi-Support-Oracle 61 views 1 comment 0 points Most recent by Abhishek Methi-Support-Oracle Sales
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Assign Territories based on Parent Account attributeSummary: Is it possible to have a child account be assigned territories based on his parent account information. Version (include the version you are using, if applicabl…
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How to assign same territory from parent account to its child hierarchy?Summary: Hi, When we have an account hierarchy where the parent account has few different attributes than child accounts, but we want same territory to be assign to all … -
Does Territory assignment work with multiple fieldsQuestion : Does the system allow you to assign territories based off of geographic element AND another field value? Example: we have geographic assignment for all of out…Kyler Thomas-Support-Oracle 51 views 3 comments 0 points Most recent by Kyler Thomas-Support-Oracle Sales -
Early Adopter Beta Access to Improve Performance Processing for Account Territory AssignmentWe are offering early adopter access to our Improve Performance Processing for Account Territory Assignment feature in Oracle CX Sales. I'm Josephine Cassidy, and I can … -
Can I use custom Opportunity or Opportunity Revenue attributes in Territory assignment?Summary: How can we use custom Opportunity (or Opportunity Revenue) attributes as Territory assignment Dimensions? Content (required): We have 4 custom attributes in the… -
Limit Products by logged userSummary: Is it possible to limit visible products on catalog based on logged user? Content (required): Hi Community. We have a requirement that each user (sales rep for …