Category 42
Discussion List
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How to default task status to "In Progress" in CX Sales Mobile**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How to default task status to "In Progress" in CX Sales Mobile In … -
Can we create fields in the Oracle CX Sales mobile application? If yes, then how do we do so?Summary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable): -
How to add the O365 Plugin Automatically to the Outlook ribbon**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: The users aren't seeing the O365 plugin automatically on the Ribbo…
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Adding additional Match Identifiers while configuring Match Attributes for Duplicate IdentificationSummary: How can we add additional identifier while configuring Match attributes for duplicate identification Content (required): We have business requirement to identif…
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Install EDLC (external Data loader Client)Summary: Issues while installing EDLC Content (required): I've been facing an issue while installing EDLC on my machine. I have referred (Doc ID 2325249.1) to download a… -
How to set the date and time to Activity Start date using groovySummary: Need to set the custom date and time to the Activity Start date , able to set the date but time not able to. How can we set. Content (required): Version (includ…
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Getting Foebidden error when using REST API endpoint /crmRestApi/resources/latest/serviceRequestsSummary: Please let me know what role and privileges is required to use below 2 API: /crmRestApi/resources/latest/serviceRequests /crmRestApi/resources/11.13.18.05/hubPe… -
When clicking accept owner it give me another owner please need to know how to solve thisPlease I have to know how to solve this when click accept it gives me this Abdu owner but the owner should be saber depends on the rule when run assignment the owner sho… -
How to enable top sales manager to see leads assign to other sales managers1-How to enable top sales manager to see and edit leads assign to other sales managers while he is not their reporting manager 2-And need any sales manager of them to se…
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Run lead rule based assignment not workingthis is the rule those two processes this is the lead when create and add source and lead purpose and contact with Riyadh city and click save the owner not coming saber …
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How to set the custom date value to Activity Start Date fieldSummary: We have a requirement to book the slots as per the availability so as per the selection we need to book the appointment. Based on the selected Date and Time we …
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How to run lead rule based assignment automatically once lead creation should runHow to run lead rule based assignment automatically once lead creation should run without click run assignment from action I created this process
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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
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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…
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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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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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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.