Workflow
Discussion List
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Sales Cloud Swyx CTI ConnectionSummary How to connect Swyx CTI with Oracle Sales CloudContent Dear community, is there a good tutorial on how to connect sales cloud to a swyx CTI? The use case will be… -
Invoke Engagement via URL (GET Method)Summary Contextualize in an Account via URL and add logic in case it does not existContent Hi All, I need to be able to call Engagement via URL (GET Method) and contextu… -
Purpose of Task actions "suspend" and "resume"Content Can someone explain me the purpose and functionality of task actions "suspend" and "resume". See as well screenshots. Unfortunately the applications help is exac… -
Do we have assignment for Activity object?Summary Assignment rules for Activity objectContent Is there a way we can auto assign resoruces to Activites ? -
Create a workflow that sends e-mail to the lead's contact address when it's triggeredContent The attached document contains the following steps plus a screenshot of the screen described herewith. * I have a workflow that I want to send an e-mail notifica…
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Scheduled Process - Close Out OpportunitiesSummary Close Opportunities if effective date is less than today as a scheduled processContent I am looking for a way to hopefully create some sort of scheduled process …
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CX - R13 Sales Cloud: Platform and Extensibility: August 17, 2017, 9:00 a.m. PT - Submit QuestionsContent Submit your questions for the CX - R13 Sales Cloud: Platform and Extensibility session to have them answered during the live event. Post your questions by postin… -
Looking to network with other B2B OSC users with Outside sales teamsSummary Looking to share best practices/tips/techniquesContent We are in the early stages of rollout - effectively integrating OSC to our Contract Management System (thi…
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OSC - Workflow Emails & TokensSummary Getting the ID instead of the textContent I'm sure I'm missing something super simple, or maybe I have to create a custom field that evaluates to text, I'm not f…
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Reducing the number of steps to reassign a LeadSummary It takes 10-13 clicks for a manager to assign/reassign a lead to a sales rep!!! No way to get adoption.Content We have approx. 700 outside sales reps covering 40…
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UX Lab Tour at Oracle HeadquartersSummary UX Lab Tour at Oracle HeadquartersContent Being able to tour the Cloud UX Lab while at OpenWorld is an exceptional encounter! Glimpsing the forthcoming adventure… -
Lead Assignment in Oracle Sales CloudSummary How to Control Lead Assignment in Oracle Sales CloudContent Hi, I have a scenario : I wanted to make sure, before a Sales rep accepts/owns a lead, Is there a way…
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Oracle Sales Cloud Special Interest GroupSummary Oracle Sales Cloud Special Interest Group [SIG1429]Content 2 results found Oracle Sales Cloud Special Interest Group [SIG1429] Vicki Novosad, Engineering/Oracle …
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OpenWorld Sales Cloud SIG (SIG1429) Sunday, Sept 18, 9:15 am - 10:00 am Moscone West - 2011Summary Special Interest GroupContent Vicki Novosad, Laser Technology, Inc. and Allison Kutz, Apex IT are hosting Sales Cloud SIG at OpenWorld. Come join the meeting and…
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AfterCreate Trigger to Autopopulate LeadName from Contact PageContent We are trying to use Trigger to Auto populate Lead Name from click of create Leads on Contact Page. Requirement: Suppose a Contact has First Name: T1 and Last N…