Category 42-2
Discussion List
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Digital Sales - Account HierarchySummary: Hi, We'd like to manage account hierarchy in Digital Sales with the following capabilities - Add Child Remove Child Are these features supported? Thanks, Adam C… -
Rename Action Menu Item**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: We have requirement to rename the "Copy" action menu item in Busin…Dragos Deak-Support-Oracle 53 views 1 comment 0 points Most recent by Oana Grigorie - Support-Oracle Sales -
Is there a way to lock down an assessment once questions are answered?Summary: Once someone has completed all of the questions in an opportunity assessment, is there a way to make the assessment read only so that no further updates can be …Jackie Harris-197159 33 views 1 comment 0 points Most recent by Oana Grigorie - Support-Oracle Sales -
How to assign a custom Role to a Partner ContactQuestion :How do you add additional/custom roles to the Manage User's Page role dropdown for Partner Contacts Body: I created a custom role and would like to assign this…Kyler Thomas-Support-Oracle 32 views 2 comments 0 points Most recent by Declan Cunningham-Support-Oracle Sales -
How to populate additional tabs on Product catalog Product Details**This post was created as part of a How to Service Request (SR) Release: 22b Summary of the question: We have products in the Inventory but when we consult them from an…Kyler Thomas-Support-Oracle 23 views 2 comments 0 points Most recent by Declan Cunningham-Support-Oracle Sales
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How to change notification preference at the Site Level?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to change notification preference at the Site Level? Supportin…Jigar Mavani-Oracle 42 views 2 comments 1 point Most recent by Declan Cunningham-Support-Oracle Sales -
How to Enable Custom Field Missing From Import Mapping In Import Management?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: Activity Outcome (XXAOutcome_c) custom field is missing …Swathi.Lemati-Support-Oracle 32 views 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle Sales
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Request Additional information about Next Gen User Experience**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: One of the new feature of 22C is the Next Generation User Experien…Robert Mutton-Support-Oracle 42 views 1 comment 0 points Most recent by Robert Mutton-Support-Oracle Sales
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How to create contact automatically from from custom fields at the lead ?Summary: Hello everyone , the customer want to create the contact from custom fields at the lead , that contains the data he needs for contact definition , when he conve…
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CX Sales Mobile: Not synchronize issueSummary: When I get a "not synchronize" issue creating an Opportunity in CX Sales Mobile due to a code error... when I correct the code and try to re-synchronize the Opp…
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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…
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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…
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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… -
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 32 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 31 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 33 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales
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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 55 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 16 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 42 views 1 comment 0 points Most recent by Nicoleta Chiru-Support-Oracle Incentive Compensation