Category 42-2
Discussion List
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CX Sales Mobile - Around MeSummary: We'd like to display opportunity in Around Me. Has anyone come with a solution for this? Content (required): Version (include the version you are using, if appl… -
How do I query the API to filter by CategoryName?Summary: Use Sales Cloud API to retrieve a list of Service Request categories, filtered by name Content (required): Been trying this and combinations of this for hours b… -
how to edit a standard fields at contact and account screenSummary: Hello everyone , I want to edit a work phone field to make it required and the primary phone field to make it required and updatable regards Content (required):…
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What is the Role to Application ComposerSummary: Role to access to Application Composer Content (required): Hello, What is the exact role that allows access only to the "Application Composer" functionality I w…
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Fusion-Provisioned VB StudioSummary: Hi, If I create an extension with 'Application Extension' template, am I able to add service connection? Content (required): I will need to populate 3rd-party d…
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How can I report on/analyze notifications created 'in the wild'?Summary: We have too many notifications (e.g bell notifications) being created. As we determine which ones to disable, rather than analyze all of the groovy scripts crea…
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how to add search option to reportSummary: Hello everyone, I want to add search option to report where the user be able to search just for what he wants not to look to all data that the report fitch rega…
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how to make every salesperson see just his own records at ( contact , account , lead , opportunity)Summary: Hello everyone , I want to make each salesperson just have access to his/her own records only and can not see other records but the sales director still has the…
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Is there any limitations on creating lookups within each object in the Workspace?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Are there any limitations on creating lookups within ea…Matei Niculescu-Support-Oracle 31 views 1 comment 0 points Most recent by Matei Niculescu-Support-Oracle Sales
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Resolving Gaps and Overlaps based on Account Territory AssignmentsSummary: Using the sample territory gaps and overlaps BI reports, you'll be able to monitor gaps and overlaps in territory coverages for Prime territories assigned to ac… -
How to change spacing between two lines in Manage Plan Terms and Conditions?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Customer want to decrease the spacing between two lines in Manage …Matei Niculescu-Support-Oracle 34 views 1 comment 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation
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Transactions Transfer Report for China errorSummary: Seeded report : Transactions Transfer Report for China showing error with below error message. You can't split the transaction because the unit price exclusive …
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Reduce Admin Burden when Resolving Gaps and Overlaps using Territories WorkspaceSummary: Workspace is a key differentiator for our customers and Territories Workspace provides a number of easy-to-use features for the sales operations team to improve…
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Add mashup in opportunity header**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: we want to add the mashup to the top of the opportunity screen Is …Kyler Thomas-Support-Oracle 31 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales -
Set Sales Quotas by sales representative without territories?Summary: We have not setup territories because all reps can sell all products. I want to use the existing reports for reps to show how they are doing against their quota…
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How can all users see my extra Sales on Home PageSummary: Users currently are not seeing both dashboards under Analytics on home page. Content (required): Users view is the first one. Admin view 2nd one. How do I get a… -
How to Create a Customer with Account Name Different from Party Name via SOAP API?Summary: How to Create a Customer with Account Name Different from Party Name via SOAP API? Want to use SOAP API to create a customer account having an account name diff…Jacqueline Li-Support-Oracle 51 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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How to update the Party Number of an existing contact?Summary: How to update the Party Number of an existing contact? Content (required): **This post was created as part of a How to Service Request SR ** Need to update the …Jacqueline Li-Support-Oracle 11 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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How to add two quotas on territory level?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: The customer has the requirement to have two quotas on …Matei Niculescu-Support-Oracle 42 views 1 comment 0 points Most recent by Matei Niculescu-Support-Oracle Sales
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How to change spacing between two lines in Manage Plan Terms and Conditions?Question : How to change spacing between two lines in Manage Plan Terms and Conditions? **This post was created as part of a How to Service Request (SR) Release: 22B Sum…Matei Niculescu-Support-Oracle 41 views 1 comment 0 points Most recent by Nicoleta Chiru-Support-Oracle Incentive Compensation
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What Role has the priviliages for Rest Web Service?Summary: I need an administrator to be able to work with Rest Services Content (required): Rest Web Services API Role and Privileges needed. Version (include the version…
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Is it possible to create multiple payment batches that use the same payment group?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: The customer is requiring the possibility to have 2 pay…Matei Niculescu-Support-Oracle 52 views 1 comment 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation
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Suggestions for replacing the Sales Campaign feature in CX Sales ?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Discontinue of the Sales Campaign feature in CX Sales. …Matei Niculescu-Support-Oracle 42 views 1 comment 0 points Most recent by Matei Niculescu-Support-Oracle Sales
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How to import Customer Classification CategoriesSummary: Hi, I'm creating a new Classification Category to use as an auxiliary dimension in territory. We have many classifications codes and we want to import all of th… -
How and When tables ja_cn_trx_headers_all and ja_cn_trx_lines_all populated in SaaSSummary: Hi All, I would like to know how and when below two tables get populated. ja_cn_trx_headers_all ja_cn_trx_lines_all We are having custom based on these two tabl…
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BPM Approval workflowSummary: BPM Dynamic Approval group and Email template in CX Sales Content (required): Need clarification on following things on regarding BPM Approval flow Is dynamic a…
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How to modify the implicit access from "Edit" to "View Only" for opty team members?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to modify the implicit Access from Edit to View Onl…Matei Niculescu-Support-Oracle 62 views 2 comments 0 points Most recent by Vitejanu Vasile-Madalin Sales
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Is it possible to create new record set for opportunity search ?Question: **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is it possible to create new record set for opportunity …
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To display data from NetSuite application in Oracle Engagement CloudSummary: To display data from NetSuite application in Oracle Engagement Cloud Content (required): Can you please let me know, if you have worked in any requirement where…
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Access Group VS Job rolesCan someone gave me the cons and pros of having an access group rather than creating a job role? because its seems like they are dealing with the same purpose.