Category 42
Discussion List
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please need to know how to run lead rule based assignment automaticplease need to know how to run lead rule based assignment automatic once create lead the rule should run without click run assignment from actions -
How can assign the lead to the owner auto depends on the rule based assignmentI created rule based assignment and i need when the condition achieved then the lead assign to this resource and make this resource as the owner when run the assignment.
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What is the function of the activity fields Set Status AsSummary: We have some feedback from client that although the value of this field was set to Free or Tentative, it still appears Busy to other users in the Activity Calen… -
Change application name in the browser tabSummary: Hi Experts! Just want to check if there is a way to change the application name that appears in the browser tab. Content (required): Version (include the versio…
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Basic Authentication does not work anymore in Application ComposerSummary: Basic Authentication does not work anymore in Application Composer Content (required): We are calling a rest webservice in app composer. We are using basic auth…
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How to identify a Lead or Opportunity which is unread by owner?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: How to identify a Lead or Opportunity which is unread by owner in …
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Identify leads and Opportunities for PartnersSummary: We need to identify if the leads and opportunities belong to internal sales employees or they belong to partner users Content (required): We have implemented PR… -
Enable Partner Sales Representative users to view all leads in Partner OrganizationSummary: We have requirement that all partner sales representatives within a Partner organization should be able to view all leads assigned to other partner sales rep in…
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Is it Feasible to Use The Digital Assistant for Incentive Compensation?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: We would like to use the Digital Assistant for Incentive…Swathi.Lemati-Support-Oracle 71 views 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle Sales
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Dynamic Address FormatSummary Is it possible to have 2 different Address format for a country?Content Example: Thailand has two address formats (Structured and Non-structured). User should ha…
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How to reflect custom content type on the authoring page?Summary: Created a custom content type in my Infosys instance of B2B service KM but unable to see it while creating the articles. Content (required): Full pathway of cre…
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Shared Outlook Mailboxes for CX SalesSummary: Shared Outlook Mailboxes for CX Sales Content (required): We have a use case in which customer will have their own mailbox but they also have a shared mailbox w…
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Random lead rule assignment not workingCreated two rules for the same city and added two different owner for them and will run assignment always one resource be the owner and the another one not coming
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While importing Resource Quota, what value to specify in column ResourceQuotaIdSummary: I am using Import Management to import Resource Quota, but not able to ascertain what value to pass in colum ResourceQuotaId Content (required): I am using Impo…
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Is Oracle EBS Trade Management available in Oracle Cloud?Summary: Client is looking for a similar product of Oracle EBS Trade Management in Oracle Cloud which can handle promotions, rebates etc. In EBS, it is part of Oracle CR…
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Is there a way to identify on a profile tab , if notes exists?Summary: We would like to have some way to identify if there are notes without clicking on the notes tab. Content (required): Some kind of identifier, an * on the tab or… -
How frequent Geography are being update in Oracle SAAS system?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: Please let us know how frequent the Geography being upda…Umamaheswarareddy Ambati-Support-Oracle 31 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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How can the errors be logged and tracked when a Service Request is not created through EmailSummary: Content (required): How can the errors be logged and tracked when a Service Request is not created through Emails Version (include the version you are using, if…
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CX Sales Mobile App Login- SetupSummary: Content (required): Hi Can we configure the Oracle CX sales mobile app the Choice option to SSO and server name,so the user doesn’t have to enter these details?…
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How to make amount field in English value not arabicin the lead and opportunity UI.
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What's New: Release notification for Cloud Readiness / Sales Force Automation**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: When is the ”what's New" section from Cloud Readiness for Sales Fo…Ionel Spaloghe-Support-Oracle 41 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales -
How to tag a keyword to a recording of an engagement in Live Experience?Summary: Live Experience has an option where we can create keywords to be tagged to recordings to make it easy to search for a particular recording later. The creation o…
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Full text indexing jobs are in B2B KnowledgeSummary: Full text indexing jobs are in B2B Knowledge Content (required): We see Knowledge search and content batch job and can schedule it but don’t see any jobs for fu…
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How to add Custom Number Attributes For Incentive Compensation Transactions?Summary: The user is trying to setup Custom Number Attributes in Incentive Compensation for Transactions. Content (required): Current setup results in the following mess…Deborah Bourgeois-Support-Oracle 21 views 1 comment 0 points Most recent by Deborah Bourgeois-Support-Oracle Incentive Compensation
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When SR is created through interface can the Attachments sent through interface be added on the SR?Summary: When a SR is created through interface can the Attachments sent through interface be added on the SR and the Email also gets attached to the SR Content (require…
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Can the Query created by one user in advance search be exported and shared with other users?Summary: Can the Query created by one user in advance search be exported and shared with other users Content (required): Version (include the version you are using, if a…
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Add Team MembersHi, In Leads and Opportunity under Teams tab when I would like to add new team member even the active employee are not populated in the below page -
How to create Email templet in salesSummary: I need to create email templet Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support …
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In sales order I want to make order status and order date editable ?Summary: In sales cloud order status and order date I need to make them editable Content (required): Version (include the version you are using, if applicable): Code Sni…Muthulakshmi 41 views 3 comments 0 points Most recent by Mihaela Anghel-Support-Oracle Order Management