UX
Discussion List
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How To Import/Export Lead Assignment RulesContent Hi, I want to extract the existing lead assignment rules in oracle sales cloud, update and be able to import the updated rules back in OSC. Is this possible? Tha… -
Can 'Last Updated By' filter currently logged-in user in Workspace Saved Search?Content Hi, I want to filter the contact records recently updated by the logged-in user using workspace saved search. However, I was only able to filter using User Name …
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21A Release HighlightsContent The 21A release of Oracle CX Sales is GA and is the first of four releases planned for calendar year 2021. Highlights from this release include: * Smart Lists: S… -
Customize the error message in the required number fieldSummary Customize the required field messageContent Hi, I'm looking to if it's possible to customize the message when the required field is empty. I want to remove this … -
Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserSummary Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserContent Hi, Is it possible to filter records that were recently modified/upd…
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Microsoft 365 Add-in For Oracle - How much?Content Hi, I came across this Microsoft 365 add-in and was wondering if there's any license cost to implement this? https://docs.oracle.com/en/cloud/saas/sales/21a/oasa…
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How To Change Active Party Usage Assigned to User in Resource DirectorySummary How To Change Active Party Usage Assigned to User in Resource DirectoryContent Hi, I want to update the usage for a resource in resource directory. How do I upda…
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Sales – Innovation Hour: Workspace and Adaptive Search, 16 February 2021, 9 a.m PT - Submit QuestionContent Submit your questions for the Sales – Innovation Hour: Workspace and Adaptive Search session to have them answered during the live event. Post your questions by …
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Feature Friday: News Feed Home PageContent The News Feed home page layout is our recommended way for you to give your users a fast, easy to use home page. To help you understand and quickly switch to the … -
How can create customized field attachment to be added to custom objectSummary We nee to add attachment field to custom object so how can create this field -
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…
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Feature Friday: FavoritesContent Beginning in 21A, sales people can now mark and view their favorite records in Workspace, from record’s edit page, or in the CX Sales Mobile application. This ma…
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how to make field as required at Accounts / Contacts only in Sales CloudContent Hi All, We have all the fusion products for our instance (Sales / HCM / SCM / ERP). We want to make a custom field as required at Accounts in Sales Cloud and tha…
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Sales – Access Groups for CX Sales - Deep Dive, 19 January 2021, 9 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Access Groups for CX Sales - Deep Dive session to have them answered during the live event. Post your questions by posting …
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Feature Friday: Partner WorkspaceContent We all know how transformative workspace has been for our customers. Being able to access tools and actions a seller needs to do their job in one attractive, use…
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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…
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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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Feature Friday: Workspace InfoletsContent Workspace Infolets are new (with 20D), configurable mini-workspaces that provide UX continuity between the Workspace and Infolets on the Task-based Home UX. Thes…
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Feature Friday: Advanced ForecastingContent See how Sales Planning Cloud enables advanced forecasting using data sourced from ERP actuals plus CRM pipeline data to trangulate the most realistic forecast th…Michelle Brusyo-Oracle 20 views 0 comments 1 point Started by Michelle Brusyo-Oracle Incentive Compensation
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How to delete Social tab from the call report UI as when trying do that the sytem gives me this erroSummary and note we need to delete the tab itself as we delete the role for it
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Feature Friday: Visual BuilderContent Oracle’s Visual Builder can be leveraged to build and deploy web or mobile applications to sit on top of CX Sales. Visual Builder is an easy to use, visual tool …
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How To Assign Custom Infolets to Custom Job RolesSummary How To Assign Custom Infolets to Custom Job RolesContent Hi, I have created a custom job role and I understand that not all OOTB infolets will appear for that cu…
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Sales – CX Sales Transformational UX is Within Your Reach, 20 November 2020, 9 a.m PT - Submit QuestContent Submit your questions for the Sales – CX Sales Transformational UX is Within Your Reach session to have them answered during the live event. Post your questions …Kayleigh Halko - Oracle-Oracle 19 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle Sales
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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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When will VBCS available for updating CX Sales UI?Content Hi all, does anybody know when will be possible to use Visual Builder Studio to update the CX Sales pages? And, is there a list of entities/layouts where that wi… -
How to create new DFF field In Incentive Compensation and make it available for reportingSummary How to create new DFF field In Incentive Compensation and make it available for reportingContent Hi, Want to create some DFF(Descriptive Flex-fields) in Incentiv…
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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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I am not able to see Activities associated with Business plan in analysisSummary Not able to see any result for Custom subject area having relation between Activity and Business PlanContent Hi, I have created the custom subject area of Activi…
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Display revenue lines on Opportunity as SubtabSummary Display revenue lines on Opportunity as SubtabContent Hi Currently, as part of OOTB standard page layout, we can see revenue lines coming at the bottom of opport…