Category 42
Discussion List
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Method Of Payment in CX Sales CloudHi everybody, we are working with Fusion (CX) Sales Cloud and we are using CPQ as well. We are facing with a internal discussion as the “Billing Account” and related “Pa… -
Is there any limit on how many products to be added for a Product Group in Sales Catalog?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Is there a limit of how many products can be added for a…Swathi.Lemati-Support-Oracle 31 views 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle Sales
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How to associate Accounts to Custom Object on Creation ImportSummary: Unable to associate existing accounts to new custom object records Content (required): I've been unable to associate accounts when importing to a custom object.…
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How to re-assign a number of contacts to a new accountSummary: We have a customer that did a spin-off and a number of their contacts are going to a new account - what is the best way to do that in the UI or do we need to us…
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Can we export the sales quota with the same hierarchy in the systemRelease: 11.13.22.10.0 Summary of the question: Is there a way to export the sales quota with the same hierarchy in the system Supporting Documents if any: https://docs.…
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Unable to set "Blank" value in country fieldSummary: A country field with a LOV type appears in Contact. Every time we attempt to add a new contact, the Netherlands is selected as the default country in the countr…User_2025-03-07-05-27-23-569 34 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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Has anyone removed the value sets from out of box flexfields on the Base Transaction?Summary: Replace out of box value sets on global segments on the CN_TP_Base_Transaction table Content (required): My client is looking to bring in city, state and item I…Chris C 31 views 1 comment 0 points Most recent by Mihaela Anghel-Support-Oracle Incentive Compensation -
Update Multiple Emails to same contact using ImportSummary: Update Multiple Emails to same contact using Import Content (required): We have a requirement to update multiple emails for the same contact using Import manage…
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How does Quote WinStatusCode affect Opportunity Status?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: CPQ integration to CX Sales has been enabled in the envi…Swathi.Lemati-Support-Oracle 42 views 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle Sales
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How does Task/Appointment Reminder behaves?Summary: Users report they are receiving a lot of reminders that expected. Content (required): We are receiving reports from users that they are spammed with reminders a…
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How to import Incentive Management Role Assignments using Import Management by importing .csv files?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How to assign many users with different roles to a compensation pl…Deborah Bourgeois-Support-Oracle 51 views 1 comment 0 points Most recent by Deborah Bourgeois-Support-Oracle Incentive Compensation
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Data not displayed in NGSSummary: Hi, Quick question - I cannot see any data in NGS, but I can see data in Workspace. For example, in Workspace, I see data if I use My Accounts or All Accounts. … -
Currency Code in OpportunityHi, When I create opportunity I can see only GBP as non-editable but I want to create opportunity in different currency as EUR how can this field be made as list item so… -
How to auto sync outlook emails as tasks in Microsoft 365 without sharingSummary: Avoid manual sharing of emails as tasks, instead similar to Meetings, all emails has to get auto synced to sales application Content (required): How to auto syn…
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Is branding of URLs availabe in Oracle Fusion Sales?Summary: branding of URLs availability in Oracle Fusion Sales Content (required): For example want for customising the standard URLs to customer specific Version (includ…Vini Rastogi-Support-Oracle 22 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales -
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…
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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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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 51 views 2 comments 0 points Most recent by Kyler Thomas-Support-Oracle Sales -
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 41 views 1 comment 1 point 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. …
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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 22 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 41 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 john.galvez@corficolombiana.com when loggedin with that user n…Chetna Sharma-Support-Oracle 61 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