Workflow
Discussion List
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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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HR Helpdesk ApprovalContent Hi Team, My customer is having a requirement to have a approval whenever employee submits service request from hr helpdesk. For this i have created a custom text…
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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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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: Access GroupsContent Access Groups make it easier for application administrators to provide user access to segmented business data such as Accounts, Contacts, Opportunities and Custo…
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How To Check Email Sent to [email protected]Summary How To Check Email Sent to [email protected] Hi, Our data in our DEV environments are masked with emails of resources set to sendmail-test-…
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BPM email template on every updateContent Hi Members, I have configured the option in BPM worklist so that initiator will receive the email on every update but it seems that the email template is not dis…
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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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Stop the BPM approval workflowContent Hi Members, I was looking for a use case solution where if one out 3 approvers rejects the approval then approval should be rejected and no further email notific…
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Email Template for BPM workflowsContent Hi Members, I would need to explore options for modifying OOTB email template options for BPM approval. As of now we can just provide inputs as Title 1, Title 2.…
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What Drives the Follow Up Date Functionality In OpportunitySummary What Drives the Follow Up Date Functionality In OpportunityContent Hi, I'm investigating why users received a follow up email ahead of what they set as the "foll…
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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 to update the Business Unit for existing OpportunitiesSummary How to update the Business Unit for existing OpportunitiesContent Hi Team, We are trying to implement multiple BU concept in our customer instance, but earlier t…
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How to update Sales Stage in OSC depending on the status in CPQ?Summary How do I update Sales Stage in OSC depending on the status in CPQ?Content Hi Everyone! We want to update the sales stage in Oracle Sales Cloud when the status in…
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How To Redirect An Infolet To The Landing PageSummary How To Redirect An Infolet To The Landing PageContent Hi, Is it possible to redirect an infolet to the Opportunity Landing Page? If yes, is it also possible to k…
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Quote - without CPQSummary Quote 20CContent Hi all, In Oracle Sales Cloud 20C is there a Quotes tool to work on the Opportunity or Accounts with approval processes, SLAs, download and prin…
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Sales campaign email reaching to spam folderSummary Email from sales campaign not delivering real time and delivered to spam folderContent Hi All, When i'm submitted the sales campaign from application, the eamil …
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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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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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How to populate sales record values into opportunity Page using Groovy ScriptContent Hi Team, We are in the middle of implementing CPQ. We currently have an email workflow triggered by a condition on the opportunity. What the business wants is to…
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Sales – Actionable Infolets for CX Sales: Office Hours, 29 September 2020, 8 a.m PT - Submit QuestioContent Submit your questions for the Sales – Actionable Infolets for CX Sales: Office Hours session to have them answered during the live event. Post your questions by …
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Account Object Workflow TriggerContent How to get notified to sales administrator whenever a new account record is created. I know we need to use the Workflow and Even point is when record is created.…
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How to send email from Groovy script and using/selecting email Templates ?Summary How to send email from Groovy script and using/selecting email Templates ?Content How to send email from Groovy script and using/selecting email Templates? We ha…
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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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Opportunity team assignment rule not working for old recordsSummary Opportunity team assignment rule not working for old recordsContent Hi All, We are facing an issue with the Opportunity Team assignment rule. Currently, the Oppo…
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How to trigger an action on association of Product with Product GroupSummary Hi, I want to call Rest API which will send the Product Group Id to other application when Product is associated with Product Group through Manage Product Group …
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Can we stop primary Contact address population on Lead Contact address fieldsSummary How to stop Primary Contact address fields population on Lead Contact fieldsContent Hi, Can we stop Primary Contact address fields from getting populated in Cont…ABordia 46 views 4 comments 0 points Most recent by Bodhisattwa Mukherjee-Oracle Incentive Compensation
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How the Account owner get Notification, When Lead is created for that AccountSummary When the Lead is created account owner get notified by email work flowContent In current system, the visibility of the Prospect/Customer Account is common to all…
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Report on approval workflowsContent Hi, Is there any standard report to view the approval history of the object workflow. Thanks
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Lead ID attribute is not populating in email template workflowSummary Lead ID attribute is not populating in email template workflowContent A Lead ID is needed to be shown on email notifications for Opportunities. There are two ent…