Setup and Maintenance
Discussion List
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What Drives the Follow Up Date Functionality In OpportunitySummary What Drives the Follow Up Date Functionality In OpportunityContent Hi, I'm investigating why users received a follow up email ahead of what they set as the "foll…User_2025-07-18-06-07-44-367 31 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales -
How To Use Multiple Username in an EL ExpressionSummary How To Use Multiple Username in an EL ExpressionContent Hi, I want to limit visibility in an infolet by username. How do I set the EL Expression to filter multip…
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Invoke BI analysis through SOAP wsSummary Not able to invoke BI report through soap web serviceContent HI All, Im trying to invoke a BI report through soap api with below payload but im getting ""en-US">…
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How To Determine The Assigned Territory of an OpportunitySummary How To Determine The Assigned Territory of an OpportunityContent Hi, How do you determine the assigned territory of an opportunity? Thanks, EdUser_2025-07-18-06-07-44-367 27 views 1 comment 0 points Most recent by Rupak Chowdhury-Oracle Sales
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Please need explanation for this check box and for which it's used "enable territory precedence" anContent And please if there is any doc explain this section rather than this "https://docs.oracle.com/en/cloud/saas/sales/20d/oasal/territories.html#OASAL54518" -
How to update the Business Unit for existing OpportunitiesSummary How to update the Business Unit for existing OpportunitiesContent Hi Team, We are trying to implement multiple BU concept in our customer instance, but earlier t…
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How to update Sales Stage in OSC depending on the status in CPQ?Summary How do I update Sales Stage in OSC depending on the status in CPQ?Content Hi Everyone! We want to update the sales stage in Oracle Sales Cloud when the status in…
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How To Check Job Role Code Without Access To Security ConsoleSummary How To Check Job Role Code Without Access To Security ConsoleContent We're using SSO in logging in to OSC and we don't have access to the security console to che…
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Access control based on team membershipSummary Anyone deployed it?Content Hi Folks, Based on my understanding, OSS access control is based on RBAC and BU. We'd like to have any layer of access control based o… -
How To Import Sales Products From PIM Data HubSummary How To Import Sales Products From PIM Data HubContent Hi, Is there a documentation on how to use 'Import Sales Products From PIM Data Hub' job in Oracle Sales Cl…User_2025-07-18-06-07-44-367 49 views 3 comments 0 points Most recent by User_2025-07-18-06-07-44-367 Sales
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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…
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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…
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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 34 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales