Category 42
Discussion List
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Create a number sequence in a custom field on the leadHow to generate a number sequence every time the user creates a new lead? In Opportunities, create a trigger to have the following sequence: last two digits of the curre… -
How can give admin access to only specific leads and cannot see and edit other leads using access gHow can give admin access to only specific leads and cannot see and edit other leads using access group -
Sales person user cannot edit Created appointment as added as team member to itSo how can enable sales person user to edit the appointment details when he/she added as team member in the appointment.
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Is possible to Bulk update of credit receiver's role name in credit receiver window?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: Is there a way to update role name in the credit rule window using…Matei Niculescu-Support-Oracle 33 views 3 comments 1 point Most recent by E. Alex Davis-Oracle Sales
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How to use Opty id in rest service to get particular opty details**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Can we use Opty id in rest service to get particular opt…
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How to enable Microsoft 365 Integration for another Identity provider?** This post was created as part of a How to Service request (SR) Release: 22C Summary of the question: Did the initial setup of Microsoft 365 integration with default i…Kyler Thomas-Support-Oracle 35 views 2 comments 0 points Most recent by Kyler Thomas-Support-Oracle Sales
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Import Management - Add Product to Product GroupSummary: While importing Products through import management, how to add Sales products to existing products groups? Content (required): I have Product groups already cre… -
Validation In Create Quote ButtonQuestion : We have the create quote button in Quotes and Orders subtab, when exist a quote and the customer try to create another quote must be appear a message saying t…Kyler Thomas-Support-Oracle 3 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales
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Custom object DCL is not showing any data in cx sales mobile appSummary: We had created custom object DCL in Lead object, user is able to search for the data in WEB but in mobile unable to search anything when they click on DCL to se…
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Best Practices when a Sales Rep leaves - what do you do with their accounts, contacts, etcSummary: When a Sales Rep Leaves, and you do the other process to disable them, what is the best practice for re-assigning thier accounts, contacts, etc. to another user…
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External Data Loader IssueSummary: Got an error when trying to Import data using External Data Loader Content (required): When execute an Import command for External Data Loader, I got an error m…
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Business event for CDM (AR account, AR account site, AR account site use)Summary: I checked erp business event and soa infra event catalog, and I cannot find create/update business events for AR account, AR account site, AR account site use. … -
Looking to override the Last updated date/Created by Date for opportunities in crmQuestion : We did a migration from an old system and the Created date we tried to use from the old system did not seem to take in CX Sales. Is there a way to update the …Kyler Thomas-Support-Oracle 13 views 4 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Sales
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How to add information to the opportunities sales coach sectionSummary: How to add information to the opportunities sales coach section Content (required): Customer needs information on how to add information to the opportunities sa…Chetna Sharma-Support-Oracle 23 views 1 comment 0 points Most recent by Chetna Sharma-Support-Oracle Sales
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How to unlock a Product GroupSummary: How to unlock a Product Group Content (required): On Manage Product Groups a product is locked by [email protected] when loggedin with that user n…Chetna Sharma-Support-Oracle 15 views 1 comment 0 points Most recent by Chetna Sharma-Support-Oracle Sales
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Role required for Sales forecastHi, What is the role required for Sales forecast please Thanks -
How can we enable reports in the oracle cx sales mobile application?Summary: How can we enable reports in the oracle cx sales mobile application? Thank you Content (required): Version (include the version you are using, if applicable): C…
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Routines - does it support variable for field update?Summary: Hi, We have use case to update account owner with an attribute from another object for all accounts owned by this owner. Is this possible with Routines action f…
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How to translate an account field from english to arabic?Summary: I've been using the User interface text to change a field from english to arabic. Content (required): The requirement is when a user change de language for the …
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Incentive Compensation - Implementation Health DashboardSummary: Using this dashboard you'll be able to monitor important stats on your Incentive Compensation configuration and setup. Content (required): This dashboard allows…
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How to implement AI for SalesSummary: How to implement these two features of AI for Sales Opportunities and guided selling: 1. Opportunity win probability 2. Opportunity Recommended actions Content …abhishek methi-Oracle 13 views 5 comments 0 points Most recent by Mihaela Anghel-Support-Oracle Sales
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How to Maintain Lead Owner to Opp Owner on Conversion** This post was created as part of a How to Service request (SR) Release: 22D Summary of the question: When a Lead is converted the owner of the Lead and the owner of t…Kyler Thomas-Support-Oracle 24 views 2 comments 0 points Most recent by Andrei Stan-Support-Oracle Sales
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When clicking accept owner it give me another ownerwhen click accept it gives me this Abdu owner but the owner should be saber depends on the rule when run assignment the owner should be saber it comes saber but when cli…
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CREATE ACCOUNT SAVE&CLOSE -> DEDUP SELECT -> BLANK CREATE PAGESummary: CREATE ACCOUNT SAVE&CLOSE -> DEDUP SELECT -> BLANK CREATE PAGE Content (required): **This post was created as part of a How to Service Request (SR) ** Navigate …Jacqueline Li-Support-Oracle 2 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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How to identify IDCS provisioned for Fusion Sales Pod?Summary: Is there any way we can find the IDCS URL provisioned for each Fusion Sales pod? For example, setup task or security console? Content (required): Customer cloud…
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How To Disable O365 Sync For Contacts** This post was created as part of a How to Service request (SR) Release: 22D Summary of the question: How to disable the sync between O365 and OSC for Contacts. Suppor…
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Extra field values in Drop downSummary: Extra field values in Drop down Content (required): For the fixed choice list drop down can we add extra fields. For example we use to get the record name in th…
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How can add condition to control the visibility for custom DCL(Dynamic choice list) please importantNeed to add condition to control the visibility for custom DCL(Dynamic choice list) so if there is ability to do that. as we cannot see hidden related to the DCL. please…
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Custom Objects record/data cannot be seen in the Oracle Cx Sales Mobile ApplicationSummary: Custom Objects record/data cannot be seen in the Oracle Cx Sales Mobile Application. However, I can see the records in the system. What could be the reason for …
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CPQ to CX can we get the current approver name in CPQ to CXSummary: We want to get the current approver name in CPQ quote to CX quote , as the current approver name is run time in CPQ unable to get , is there anyway to get the n…