Setup and Maintenance
Discussion List
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How To Redirect An Infolet To The Landing PageSummary How To Redirect An Infolet To The Landing PageContent Hi, Is it possible to redirect an infolet to the Opportunity Landing Page? If yes, is it also possible to k… -
How to update Sales Credit Recipient based on Opportunity Owner updateContent Hi, We have automatic territory assignment when an Opportunity is created and user has to add a Product Line while creating Opportunity. and after that in some c…
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Sales - Service Contracts Transition from Classic Import to Standard Import, 3 December 2020, 9 a.m.Content Submit your questions for the Sales - Service Contracts Transition from Classic Import to Standard Import session to have them answered during the live event. Po… -
Shows Contains operator in Saved Search.Summary We want to use the "Contains" operator in saved search.Content We want to use the contain operator in a custom DCL field in a saved search but only the "equals" …
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Manage User Keyword SearchSummary Manage User TaskContent Quick question - In Manage User task, can we search with username in keyword? It doesn't work for me. I wonder if I miss anything or if t… -
Feature Friday: Visual BuilderContent Oracle’s Visual Builder can be leveraged to build and deploy web or mobile applications to sit on top of CX Sales. Visual Builder is an easy to use, visual tool … -
How To Assign Custom Infolets to Custom Job RolesSummary How To Assign Custom Infolets to Custom Job RolesContent Hi, I have created a custom job role and I understand that not all OOTB infolets will appear for that cu…User_2025-07-18-06-07-44-367 33 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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What are some OOTB infolets that are useful for Sales Managers and Sales Directors?Summary What are some OOTB infolets that are useful for Sales Managers and Sales Directors?Content I'm designing a dashboard and I'm trying to decide which infolets are …User_2025-07-18-06-07-44-367 33 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Extra fields are appearing at Address sectionSummary Extra fields are appearing at Address sectionContent At address section we are seeing some unwanted Long text fields for all countries in the system. "Website, C…
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Is there any profile option to set Account Owner as Territory OwnerSummary Is there any profile option to set Account Owner as Territory OwnerContent Can anyone please let us know, Is there any profile option / OOTB setting that sets Ac…