Category 42
Discussion List
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Query for acceptance statusSummary: Query for acceptance status Content (required): I want to write a BI query to get the compensation plan status and the manager name. I also want to know whether… -
How to customize the template for standard appointment email notification?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to customize or configure the template for standard appointmen…
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Parent Account WorkspaceIs there a way to add the Parent Account column in the Account Workspace. The field is available in the standard Account Object Landing page, but I don't a way to add it…
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Notification to Lead OwnerHi, When an appointment or task is created under activity the email notification and bell notification goes to owner rather need to go to lead owner. How can this be con… -
How to fetch Account Address filtered on specific Site Use Code via GroovySummary: How to fetch Account Address filtered on specific Site Use Code via Groovy? Specific Address of an Account is to be retrieved based on Site Use Code. [Multiple … -
Build report with Manager and Participant Comp plan StatusSummary: I want to build a report with below fields Participant name, Compensation plan name, Compensation plan ID, Manager Approval Status, Participant Approval Status,…
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Unmapped Columns in ContactsHi, I am receiving the error during validation how can I do the mapping Unmapped Columns The following columns in your import file have not been mapped to the target att…
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How to add Team Members to Accounts and Opportunities in bulk?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to add Team Members to Accounts and Opportunities in bulk? Sup…Praveen Desetty - Oracle-Oracle 18 views 1 comment 0 points Most recent by Praveen Desetty - Oracle-Oracle Sales
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Is signal framework GA?Summary: We'd like to integrate CX Sales (for Account and Contact objects) with 3rd-party application, and we don't use OIC for this integration. Given business event on… -
Object Workflow StatusHi, For any submission of object workflow is there any OTBI or BI report available to check Thanks
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Groovy Script to delete Account related address lineSummary: If Opportunity Status is set to Lost, then we want to delete the address line in associated Account based on the location ID on related object that matched with…
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How to make Comments mandatory while rejecting a plan documentSummary: Incentive Compensation - How to make Comments mandatory while rejecting a plan document Content (required): How to make Comments mandatory while rejecting a pla…Matei Niculescu-Support-Oracle 14 views 2 comments 0 points Most recent by Rupak Chowdhury-Oracle Sales
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I want to create an Activity record associated to a Lead when the Lead is createdSummary: I use a Before Insert trigger to do that, but the Activity record need LeadId in order to associate the activity to the lead. But when the trigger is executed, …
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How to pull Account territory team members via SOAP Webservice?Release: Summary of the question: How to pull Account territory team members via SOAP Webservice? In other words, what is the SOAP webservice that can be used to get th…
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Where can we find the XML template ZIP file for contract clauses import?Summary: **This post was created as part of a How to Service Request (SR)** Content (required): When looking for the XML template ZIP file to import the contract clauses…
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Adding field leadSummary: Add country as a field in lead object and be able to edit/update the field values Content (required): In lead module we need to add "country" as a field. There …
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Viewing accounts/parties created in ERP side in SalesSummary: Viewing accounts/parties created in ERP side in Sales Content (required): Hi, we have both OSC and Fusion ERP . when we create an account with party record usin…
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SQL script to fetch customer account level and site level communication email contact pointsSummary: Looking for below two sql script to Get customer account level communication Email Contact points Get customer account site level communication email contact po…
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Markie Awards - We want to put YOU in the spotlight- Nominate now!This year marks the 16th year Oracle will celebrate customer experience (CX), innovation, and excellence in advertising, marketing, sales, service, and e-commerce.It’s a… -
How to find reports for outlook (Microsoft Office 365) usage?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to find reports for outlook usage? Would need to see how much …Cristian Dinu-Support-Oracle 24 views 2 comments 0 points Most recent by Cristian Dinu-Support-Oracle Sales
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Which role,privileges,Data security policies is required to upload attachment for contract in CXSaleSummary: Which role,privileges,Data security policies is required to upload attachment for contract in CX Sales and B2B? when I am loading zip file in Import management …
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What is the difference between similar fields that can be displayed in a workspace?Release: 22A Summary of the question: Question 1: What are the differences between the following two fields that appear in a list of workspaces,when the primary email of…
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Can you add Formula Fields to Workspace?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Can you add Formula Fields to Workspace? I am trying to add formul…
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SQL Script to get merged customer sites with related sitesSummary: Hi all, We are looking to get merged customer sites and related sites from back end. Can we get sql script? or which table and columns needs to check. Could you…
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Lead assessment tablesHi, In Leads there are assessment templates being created I need to know the underlying tables/views associated to lead assessment. Thanks
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Add Team Member in OpportunityHi, To add Team Member in Opportunity the resource role Sales Administrator is required but will this impact licensing as the user will not be added with Sales Admin or …
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Function in Opportunity team sub tabHi, How could I add new lookup value for the Function field under Teams sub tab in Opportunity page
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Why Newly added Classification codes are not showing up under territory dimension.**This post was created as part of a How to Service Request (SR) Summary:Newly added Classification codes are not showing up under territory dimension. Version (include … -
How to export product catalog from OEC?Summary: Hi Members, I have been looking for a method to export product catalog for sales from OEC. I have tried using export button on manage product groups but it does…Rohit Apsangi 31 views 1 comment 0 points Most recent by Oana Grigorie - Support - Oracle-Oracle Sales -
Due Date as mandatoryHi, I created duplicate of page layout of task details page and when I make the Due Date as required it is not saving with the property of required as Yes Attached scree…