Sales Performance Mgmt
Discussion List
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Impact Of Resource Directory >> Teams Subtab, on Opportunity Resource.Summary: Hi Team, We have created a new Team under an Organization and added a Resource to that team and Provided manager access. But we did not see any impact on Opport…
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Sales – 20A CX Sales Updates: SPM, 16 January 2020, 9 a.m. PT - Submit QuestionsContent Submit your questions for the Sales – 20A CX Sales Updates: SPM session to have them answered during the live event. Post your questions by posting a new comment…Michelle Brusyo-Oracle 14 views 1 comment 2 points Most recent by Ravindra Sirigiri-Support-Oracle Sales -
Incentive Compensation ReportsContent Overview Oracle provides a number of reports. In addition to out of the box reports, we also provide reports that are easily downloadable and can be imported int… -
Need to use file as a parameter in groovy scriptsSummary: Need to use a file as a parameter in groovy script and send it in the form of multipart-form-data to the WebService. Content (please ensure you mask any confide…
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CX – Oracle Engagement Cloud Sales Performance Management Overview,Content Submit your questions for the CX – Oracle Engagement Cloud Sales Performance Management Overview session to have them answered during the live event. Post your q…Michelle Brusyo-Oracle 47 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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Reports from external data sources such as analytics cloud to be support to appear in InfoletsSummary Reports from external data sources such as analytics cloud to be support to appear in InfoletsContent The CX Sales Development team indicates that reports appear… -
Can we able to create quote from service request?Summary: Can we able to create quote from service request? As how we able create quote from opportunity. Content (please ensure you mask any confidential information): V…
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View the Hierarchy of contacts at a customerSummary: We are looking at how we can create relationships within an account to display a manager to Individual contributor relationship. Content (please ensure you mask…
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Territory re assignment to opportynitiesSummary Territory re assignment or re allignment when the primary partner changes in opportunityContent Hi All, We have territory assignment to opportunities with both p…
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How can we add revenue product column in workspace under opportunity object?Summary: We want to see revenue product names under the workspace columns for opportunity saved searches. Content (please ensure you mask any confidential information): …
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How to display Lead's Owner's manager in workspace UI.Summary: Our customer has requested to add the Lead's owner's manager in workspace - lead view. We have looked for option in 'Configure Adaptive Search' and field names … -
How to change the Project leader name format.Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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How to change the Project leader name format.Summary: In oracle sales>opportunity creation page in the field of project leader the name appears in first,middle and last name order, customer wants the name format to…
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CRM team will be doing a soft mass deletion of accounts, can this increase the system performanceWe are having ~970K party IDs in OSC and we are planning to deactivate ~100K to 120K We will be soft deleting these records, so that they will not be available/visible f…
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Error: Publishing of another product group is in progress. Try again later. (QSC-375009)Summary: Currently, we are experiencing the following issue as a result of concurrent runs for Lock and Publish. Normally, the system takes 24 hours to release on its ow… -
CPQHello, Greetings! I need answers on below CPQ architecture related questions. Appreciate a prompt response. CPQ Uptime and availability SLOs CPQ Performance benchmarking… -
Update the size of the table for Revenue LinesCan we update the size of the table that displays the Revenue Line items in the opportunity, so that the users don't have to use the slide bar table inside the opportuni…
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how to download attachment of an custom object record using API or DeeplinkSummary is there any API or deeplink available to download attachmentContent HI All, I'm checking for an API or deeplink to download attachment, i have tried with 1. /cr…
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Create Field Group Using Rest API's?Summary: Hi All, I want to create field group using REST API's that are available in sales docs. But I am not able to create it. It is showing following error: Content (…
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Can't able to get Field Groups Using rest Apis Get All Field Groups in the Sales Environment ?Summary: Hello everyone I want to fetch Details of All the Field groups and their Fields Using Rest Apis That are Present in the sales doc I have tried which rest api li…
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How Can we Know the Id of particular FieldGroups in Sales Env To access the data from REST APis?Summary: Hello Everyone I want to know how can we access or know the Particular FieldGroups Id in our sale Env so that we can access the field groups data through the re…
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Is their any RestApl In Sales Cloud through Which we can access PageLayouts For specific Objects?Summary: Hello , I Want To access page layouts in the sales Cloud For Objects Like Contact, Lead, etc. but using Rest API I want to know Which fields are available In th…
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How can we find out which page layouts are available for specific objects in Oracle sales cloud?Summary: We want to find page layouts for objects in sales cloud using REST API's. Is there any REST API to get page layouts for specific object in oracle sales cloud? C…
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Restricted Quote Manager Access based on Sales Office | Advanced Auto Forwarding RulesHello Team, We have a use case where the quotes are aligned to different sales offices (sales office number) based on the office number of the sales rep creating the quo…
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MANAGE MESSAGE TEMPLATES and SUPPORT SEARCH FUNCTIONALITY ON FOLDOUT SUBVIEWSSummary: Based on what we read in the documentation of the 23B update (https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r13/wn/engagement/releases/2…
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To have a system prompt on Accounts and Opportunities for sales team functionSummary: Hi all, have a requirement and am seeking everyone's support on this: If a user selects the sales team function role "pursuit leader" from the LOV, can we have … -
Report which would give us info that fields on object (say contact) are filled or NotSummary: We need to come up with report which would give us information that fields present on object (say contact) are filled in or not considering all records. For exa…
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How to use geography dimension in Business Plan Objectives? (and how to create new dimensions)?Summary: How to use geography dimension in Business Plan Objectives? (and how to create new dimensions)? Content (required): I enabled geography dimension for BP Objecti… -
How to make Sales Performance Infolet visible for all sales representatives?Summary: Sales Representatives cannot see each others percentages in below infolet. I (saled administrative) can see everyone percentages. I added the CRM Analysis Duty …