UX
Discussion List
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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 28 views 0 comments 1 point Most recent by Michelle Brusyo-Oracle Incentive Compensation -
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 -
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…User_2025-07-18-06-07-44-367 39 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales -
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 23 views 0 comments 0 points Most recent 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 …User_2025-07-18-06-07-44-367 37 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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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… -
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…
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Write a Review for Oracle CX SalesSummary Oracle CX Sales is in the running for a Customers’ Choice distinction for Gartner Peer Insights. As a CX Sales advocate please consider writing a review so that …Mary Correnti-Oracle 23 views 0 comments 2 points Most recent by Mary Correnti-Oracle Incentive Compensation
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Sales – Best Practices: Getting Started on CX Sales Mobile, 22 September 2020, 8 a.m. PT - Submit QuContent Submit your questions for the Sales – Best Practices: Getting Started on CX Sales Mobile session to have them answered during the live event. Post your questions…
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Best Practice for Adaptive SearchSummary Any best practice?Content Hi, We have several customers who have high data volume (100+ million ~ 300+ million records across objects). So far, we are able to ru… -
How to leverage the OOTB Geography/Country in Custom Object as a Custom Fixed Choice ListContent How to leverage the OOTB Geography/Country in Custom Object as a Custom Fixed Choice List? In Custom Object, do we have any better solution to implement/leverage… -
Edit Pages in Visual BuilderSummary Available on 20B?Content Hi, I saw the attached screen in 20B extension document. Do we have any pages enabled for VB Studio extension? Thanks, Adam
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Actionable Infolets for effective and efficient task-based processesSummary We highly recommend use of Actionable Infolets for greater productivity and more successful users.Content Actionable Infolets make it quick and easy to perform c… -
Does workspace search support private activity?Summary java error when opening private activity not owned by login userContent Hi, In workspace, I can search private activity (11032 in the attached screen) owned by M…
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Not able to create new Saved searchSummary I want to create a new saved search with new set of fields and by setting some values in them.But I am not seeing the option to do that
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Best practice for VBCS MashupSummary How to make VBCS Save more user friendly?Content Hi, We build a custom page in VBCS to display contact details and some additional data. On this VBCS page we hav…
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Ho to retrieve immediate product group associated with Product using groovySummary I am creating a formula field in Product and I want to retrieve immediate product Group Id associated with the Product and store that in formula field whenever p…
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Global search for New account in unqualified lead.Content Global search is not showing results when the account is a new account in leads, the lead is not converted yet hence account is not created. Use case: A new lead…User_2025-02-04-10-48-17-393 41 views 4 comments 0 points Most recent by User_2025-02-04-10-48-17-393 Sales -
Sales – CX Sales: Modern CX Virtual -- Mobile & Bots, 10 June 2020, 10 a.m. PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales: Modern CX Virtual -- Mobile & Bots session to have them answered during the live event. Post your questions by po…
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ODA for CX SalesSummary ODA for CX SalesContent Questions - Do we have a list of ODA skills for CX Sales & B2B Service? What setups are required to configure ODA bot to show up after us…
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Action on SubtabSummary Action on SubtabContent Hi, We want the export feature on some of the subtab (e.g. Relationship on Household, Note/Activity on Contact) so that we can use them o…
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ValidationException with a defined variableContent I'm looking to have a validation exception or warning pop up and visible to the user but I want to include a def variable and not specifically a hard-coded messa… -
Attachments in Oracle Sales / Engagement Cloud is Extensible?Summary Attachments in Oracle Sales / Engagement Cloud is Extensible?Content Hi, We want to add custom field called "Document Type" in attachments within Account Layout.…User_2025-01-28-07-06-00-829 60 views 3 comments 1 point Most recent by Manoj Kumar-Support-Oracle Sales
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How to customize Announcement section of SUI salesSummary I need to have todays date(system date) in announcement section and below that i will provide news or some similar stuffContent Thanks
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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…