Category 42-2
Discussion List
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CX Routines - Time Zone in emails taking standard +00 TZ.Hello, We have configured routines for one of the Client, wherein an email will be triggered to owner if Original Date (Custom DateTime field) is within next 7 days. Now… -
Get data from Oracle CRM to PowerBIHow to get data from Oracle CRM to PowerBI? Additional info: We are trying to get data via Web. We are using this URL: http://servername.fa.us2.oraclecloud.com/crmRestAp…
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Best Practices for Product Catalog and Price ListsSummary: Is there anywhere that outlines the best practices for working with products, catalogs and price lists For example, how do I deal with products we no longer wan…
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Sales Quota allocation by salesperson and productSummary: Idea is declined, with suggestion to look at EPM Quota Planning instead. Content (please ensure you mask any confidential information): Referring to suggestion …
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Enterprise Structure SetupSummary: We have rolled out the setup for CX sales and in progress of configuring the products for CX service. Service module require Products setup, this process expect…
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Notes : Adaptive Search via RESTIs there a way to search Notes via Adaptive Search REST?
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BICC View Object encountering errors on extract.Summary: We would like to seek assistance on this Issue. BICC Extract is failing and upon investigation, removing the Role Code column in View Object ResourcePartnerPVO …Carlo Orolfo 31 views 3 comments 0 points Most recent by Carlo Orolfo Reporting & Analytics for Sales
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Activities cannot be searchedActivities cannot be search on normal ADF UI, but can be searched on workspace. These activities have been created via import. What is the possible cause and solution of…
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opportunity revenue typeSummary: How should I display data of upside, committed, committed at risk in forecast? Content (please ensure you mask any confidential information): Version (include t…
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How to show the left pannel into opportunitiesIn the demos there is a left panel with 3 tabs: Analytics, Pipeline, Opportunity Kanban. How to enable this in our environment?
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In the Enable Sales Intelligence feature the data for leads is showing differentIn the Enable Sales Intelligence feature under setup and maintenance, the data for leads contact recommendation and lead validation recommendation is showing different f…
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How to make Revenue line Item Amount as read only or not-updatable conditionally?Summary: When the revenue line is CloseWon, we do not want the Revenue Line amount to be changed. A new data field, Opportunity Revenue - Fields - Amount (API SplitParen…
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Business event/trigger/WF not working when product is imported from PIMSummary: Hi, Our products come from CPQ to PIM, and then we use scheduled process "Import sales products from PIM" to display the products in Sales Products UI. In this … -
Not able to translate Custom Sales Stages in OpportunitySummary: We are having some custom Sales Stages as per our requirement. But we are not able to find an option to translate those Sales Stage values. We are trying to tra… -
what is process behind revenue, Gap and pipeline display in oracle cx salesSummary: how should revenue, Gap and pipeline data display in oracle cx sales. Content (please ensure you mask any confidential information): Version (include the versio…
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Why is there a delay in showing the recurrence activity in Sales Calendar?Summary: We are creating a recurring appointment -Team Huddle Type and it has a 30 mins or more delay in showing on the calendar. We have set up the recurring appointmen…
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Quota Required Setup that will not go through Setup and Maintenance Pages || Options via Roles SetupSummary: Due to security considerations, is there a way that our End Users responsible for Quotas Setup can access the following without going through Setup and Maintena…Christian Gerald Patacsil 31 views 2 comments 0 points Most recent by Christian Gerald Patacsil Sales
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Bulk Update Classification Subtab for Accounts for TerritoriesSummary: Following the thread : Territories using Standard FCL as Dimension Content (please ensure you mask any confidential information): We are using 7 Business Units …
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Opportunity Predicted Win ProbabilitySummary: We have been trying to enable this "Opportunity Predicted Win Probability" AI feature for Sales in a demo org, but it persistently fails to get activated result…
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How to change currency on an opportunity in Oracle B2B - SalesSummary: Is there a way for me to add other currencies on an opportunity for the OOTB CurrencyCode field? I do not need to do any type of conversions or exchanges. We ha…
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How to have Category Options in attachment field on sales account ?Summary: We have a request to collect specific documents on attachment field on sales account object. Like list of document to open a Account Oracle does not give this f… -
Send custom report to Microsoft SharepointSummary: A custom report needs to be scheduled and sent to MS share-point. Content (please ensure you mask any confidential information): We have a custom BIP report tha…A V K JAYA SURYA 53 views 1 comment 1 point Most recent by Iulian Hanza-Support-Oracle Reporting & Analytics for Sales
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Territories using Standard FCL as DimensionSummary: Using Business Unit Custom FCL to assign territories Content (please ensure you mask any confidential information): Hello, We have a new implementation on terri…
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Is there a way we can add the link of Attachment in a report?Summary: is it possible to create a report that will include the link of attachment? Example an opportunity record have a document attached. we would like to create a re…
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CPQ Quote Creation from Oracle Fusion Service Request ObjectSummary: We want to create a Quote from the Service Request screen, How can we build this? can we achieve it through App composer? Content (please ensure you mask any co…
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Duplicate resolution request leaves the victim OSR status remains Active. Needs to be inactive.Summary: When a duplicate resolution request is processed, the victim OSR status remains Active. Can we have the process Inactivate the victim OSR during the request? Ve…
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Can we setup Territories for Opportunities without product line/ Revenue lines setup?Summary: Opportunity Territory set up without Revenue lines and Product Line configuration Content (please ensure you mask any confidential information): Hello, Can we c…
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communication feature within CX sales.Is there a plan to create a feature within oracle CX Sales to enable communication within objects between resources? Similar to what salesforce has with chatter.
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UI Branding in oracle sales cloud applicationHi All, We have the request from customer to customize the UI of sales cloud. Customer would like to make following changes in the sales application. change the Font of …
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How can we export attachments from opportunity objectSummary: We want to know the process to export all the attachments from opportunity object. Content (please ensure you mask any confidential information): We want to exp…