Category 42
Discussion List
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How to find reports for outlook (Microsoft Office 365) usage?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to find reports for outlook usage? Would need to see how much …Cristian Dinu-Support-Oracle 51 views 2 comments 0 points Most recent by Cristian Dinu-Support-Oracle Sales -
Which role,privileges,Data security policies is required to upload attachment for contract in CXSaleSummary: Which role,privileges,Data security policies is required to upload attachment for contract in CX Sales and B2B? when I am loading zip file in Import management …
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What is the difference between similar fields that can be displayed in a workspace?Release: 22A Summary of the question: Question 1: What are the differences between the following two fields that appear in a list of workspaces,when the primary email of…
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Can you add Formula Fields to Workspace?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Can you add Formula Fields to Workspace? I am trying to add formul… -
SQL Script to get merged customer sites with related sitesSummary: Hi all, We are looking to get merged customer sites and related sites from back end. Can we get sql script? or which table and columns needs to check. Could you…
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Lead assessment tablesHi, In Leads there are assessment templates being created I need to know the underlying tables/views associated to lead assessment. Thanks -
Add Team Member in OpportunityHi, To add Team Member in Opportunity the resource role Sales Administrator is required but will this impact licensing as the user will not be added with Sales Admin or …
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Function in Opportunity team sub tabHi, How could I add new lookup value for the Function field under Teams sub tab in Opportunity page
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Why Newly added Classification codes are not showing up under territory dimension.**This post was created as part of a How to Service Request (SR) Summary:Newly added Classification codes are not showing up under territory dimension. Version (include …Vini Rastogi-Support-Oracle 11 views 2 comments 0 points Most recent by Vini Rastogi-Support-Oracle Sales -
How to export product catalog from OEC?Summary: Hi Members, I have been looking for a method to export product catalog for sales from OEC. I have tried using export button on manage product groups but it does… -
Due Date as mandatoryHi, I created duplicate of page layout of task details page and when I make the Due Date as required it is not saving with the property of required as Yes Attached scree…
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How to query for merged customers in Oracle Sales Cloud database?**This post was created as part of a How to Service Request (SR) Summary: The requirement is to get a list of all merged customers. Release: 22B Supporting Documents if …Bogdan Munteanu-Support-Oracle 51 views 3 comments 0 points Most recent by Bogdan Munteanu-Support-Oracle Sales -
Early Adopter access to Native Sales AI/ML features Similar Accounts from Sales Prediction frameworkSummary Instructions to request for Early Adopter access (Promo Code) to Native Sales AI/ML features Similar Accounts, Sales Prediction framework within CX Sales Content… -
Early Adopter access to Sales Insights for CX SalesSummary Instructions to request for Early Adopter access (Promo Code) to Sales Insights features e.g. Activity Effectiveness, Contact Validation for Opportunity and Lead…
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How to push csv files from external system to sales cloud and periodically**This post was created as part of a How to Service Request (SR)Release: 11.13.22.01.0 Summary of the question: How can you integrate an external system to Sales cloud a…Robert Mutton-Support-Oracle 41 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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How to apply filter on Assets, based on Account team/Territoy**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to enable a filter where the user could filter the assets base…Umamaheswarareddy Ambati-Support-Oracle 61 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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How to Re-import Pre-Existing Address of Deleted and Purged Account ?Summary: How to Re-import pre-existing Addresses of deleted and purged Account? Content (required): **This post was created as part of a How to Service Request (SR) ** Y…Jacqueline Li-Support-Oracle 11 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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How to avoid before update trigger on contact getting executed when its account getting deletedSummary: How to avoid before update trigger on contact getting executed when its secondary accounts are getting deleted Content (required): We have a before update trigg…
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How to load bulk data of customer, account and site?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Please provide the process or template to load bulk data of custom…Umamaheswarareddy Ambati-Support-Oracle 21 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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How To Add New Custom Field in Lead Assignment ConditionSummary: I have created a new field in the Lead Object that I want to use in a condition of a Lead Assignment rule. I've added that field in the task Manage Sales Lead A… -
Why Export Contact Object Erases the Leading Zeros from Phone Numbers?Summary: Why Export Contact Object Erases the Leading Zeros from Phone Numbers? Content (required): **This post was created as part of a How to Service Request (SR) ** E…Jacqueline Li-Support-Oracle 11 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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Business Process training and certification for Oracle Cloud Applications is now availablePrepare for successful Oracle Cloud Application implementations with a common foundation of business process knowledge across all teams. Learn more about how new Busines… -
Compute yearly Transactions in a Monthly Plan ComponentSummary: How to compute transactions monthly and yearly in a single Monthly Plan component as shown in image Content (required): Solution/Suggestions required for below …
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IDCS token with Oracle CX WSSummary: We want to enable Oauth2.0 for our fusion FA webservices, using IDCS. As part of this, I have created an app using steps given on https://www.ateam-oracle.com/p…
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All leads from AccountsHi, When I navigate to Leads tab in Account by default qualified and unqualified are selected how can I setup to have all checkbox values selected Attached screenshot Th…
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Add products in product groupsHi, I have created new product group Innovation Offerings and when I try to add products it says The organization is invalid Attached screenshot Thanks
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Notification for overdue tasksHi, How can I get the notification for the tasks which are overdue as email/bell icon. Thanks
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Report to track the Integration calls/Api CallsSummary: Content (required): We need to build a report which can show: 1) How many users are connecting to Fusion via REST/SOAP WS? 2) Which objects they are accessing? …
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Delete Custom Object RecordsHi, I have custom object Suppliers with Supplier Code, Supplier Name, Location with 10K records and identified to delete around 4K records. How can this be deleted in bu…
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How to Integrate Slack with Oracle Sales Cloud**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Need a documentation on integrating Slack with Oracle Sales Cloud …Umamaheswarareddy Ambati-Support-Oracle 31 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales