Territory Management
Discussion List
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How can enable customized list inside account to be territory dimensionSummary we create customized list and add it to the account page and we need to make it as territory dimension -
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… -
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…
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Sales – 2020 Year in Review & What's Next, 11 January 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – 2020 Year in Review & What's Next session to have them answered during the live event. Post your questions by posting a new… -
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 …
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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
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How can fall the opportunity withing the forecaset depends on the contact only despite of matching tSummary How can use forecast without mantching territory dimention as the team is added manully to the opportunity not through run assignment and using contact only with…
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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"
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How to access Product/Product Group of Opportunity TerritorySummary Need to access products & product group which was added as part of territory dimensionContent From opportunity, need to access list of product & product group wh… -
What are some OOTB infolets that are useful for Sales Managers and Sales Directors?Summary What are some OOTB infolets that are useful for Sales Managers and Sales Directors?Content I'm designing a dashboard and I'm trying to decide which infolets are …
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For Our Implementation Consultants Only: Partner Briefing November 2020Content For Our Implementation Consultants... Join us for the November 2020 series of webcasts about the latest CX Sales and B2B Service product updates, exclusively for…RaminderTaunque-Oracle 46 views 0 comments 1 point Most recent by RaminderTaunque-Oracle Incentive Compensation -
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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Is it possible to by pass territory based visibilty using groovySummary Need option to select customer from other territory in opportunityContent Hi All, We have an senario where sales user need to create opportunity for customer in …
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How to know which SQL predicate used on partiular DCL filedSummary Is there any way which sql predicate is constraing in values out of all prdeicates on objectContent Hi All, Currently sales user is not able to see all account r…
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Save The Date: 20D-21A CX Sales Release WebinarsSummary 20D-21A Release Webinars for SFA & PRM, CDM and Platform and SPPMContent Save the Date for CX Sales 20D-21A Release Webinars Coming Soon to the Portal Oct 21, 20…
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Session Topic?Summary What would you like to learn more about?Content We are currently planning the rest of our CX Sales sessions for the rest of the year. What topics would you like …
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Is it possible to show partner deatils in accountSummary We need to show related partners of account from PRM in account 360 in subtabContent Hi, We have an requirement to show the list parters who worked on the leads …
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Sales – CX Sales Innovation Roadmap, 28 August 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales Innovation Roadmap session to have them answered during the live event. Post your questions by posting a new comme…
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How to import the custom Child object for multiselect choicelistSummary to update the multi-select choice list fieldsContent Hi, I want to import a custom object record to update the multi-select Choice list but import is failing.I t…
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Runtime Messages are not workingSummary Runtime Messages are not working even after putting println statements in groovyContent Hi, Runtime Messages are not working even after putting println statement…
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Does Territory Changes Execute Account TriggersSummary I have Update Trigger in account object, does it get executed if any changes happen in account territoryContent If any user removed or added as part of territory…
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Auxiliary Dimension in Territory used in Sales LeadSummary I want to auto-populate the auxiliaries in Sales Lead via groovy script.Content Our scenario is we're using two auxiliaries dimensions in Territory and we want t…