Setup and Maintenance
Discussion List
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Sales – Subscription Management Roadmap - 20D, 21A, 21B and Beyond, 19 August 2020, 9 a.m PT - SubmiContent Submit your questions for the Sales – Subscription Management Roadmap - 20D, 21A, 21B and Beyond session to have them answered during the live event. Post your q… -
Need to Create Employee Resource for an existing employee user definedSummary Need to Create Employee Resource for an existing employee user defined using import activity or webserviceVersion 20BCode Snippet URL: Host.com/crmRestApi/resour…User_2025-02-06-23-16-29-056 33 views 7 comments 0 points Most recent by User_2025-02-06-23-16-29-056 Sales -
Is it possible to show partner deatils in accountSummary We need to show related partners of account from PRM in account 360 in subtabContent Hi, We have an requirement to show the list parters who worked on the leads …
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Showing Number of Leads Created by login userSummary I want to show the number of Leads created by login user in Things to Finish section.Content Is it possible to show the number of Leads created by login users in…
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how to relate an contact as primary contact for an Account -AddressContent Hi All, We have requirement, where in our customer has same customer in different locations and for each location they have different primary contact. Because of…
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Why do I receive notification of contract expiration if I am not part of the Contract ?Content Hi, In contract types it is defined that the expiration notification must be sent to the Contract Administrator. I have been notified that the contract will expi… -
Can we create a Master contract and child contracts?Summary Can we create a Master contract and child contracts?Content Hi, Can we create a Master contract and child contracts? Here is the scenario: We are getting a PO fr…
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How to show the custom error message for a required field instead of system generatedSummary How to show the custom error message for a required field instead of system generatedContent HI All, How to show the custom error message for a required field in…User_2025-01-28-09-27-58-262 325 views 4 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Sales
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Do we have an option to capture contingent amount in Enterprise contract ?Summary Do we have an option to capture contingent amount in Enterprise contract ?Content Do we have an option to capture contingent amount in Enterprise contract ? Vers…Sriram Balasubramanian-147259 32 views 1 comment 0 points Most recent by Shuda-Oracle Enterprise Contracts
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Need Clarification on Contracts Import process After 20C- Manage File Import Mapping/Activities or ISummary Need Clarification on Contracts Import process After 20C- Manage File Import Mapping/Activities or Import ManagementContent We have some bulk contracts which nee…User_2025-02-10-05-51-05-868 87 views 3 comments 0 points Most recent by Shuda-Oracle Enterprise Contracts
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Sales – CX Sales Innovation Roadmap, 28 August 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales Innovation Roadmap session to have them answered during the live event. Post your questions by posting a new comme… -
Transform Your Initial Setup with On-boarding toolsSummary CX Sales provides some fantastic setup tools to get you started. From initial setup to data import for your Conference Room Pilot, we have the tools to get your … -
Can we create a Contract (project Conract) from Quote (either CPQ quote or OM Quote)Summary Can we create a Contract (project Conract) from Quote (either CPQ quote or OM Quote)Content Hi, Can we create a Contract (project Conract) from Quote (either CPQ…
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Deep link for ContractSummary Deep linkContent Quick question - Do we support deep link for contract object already? If not, is it on roadmap? Thanks, Adam Version 20B -
How to display Legal Entity Field in Contracts Overview PageSummary How to display Legal Entity Field in Contracts Overview PageContent Currently we were able to see the legal entity of a contract under manage contracts page by v…User_2025-02-10-05-51-05-868 49 views 4 comments 1 point Most recent by Adam Liu Enterprise Contracts
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How to Import Contract DeliverablesSummary How to Import Contract DeliverablesContent How to Import Contract DeliverablesSriram Balasubramanian-147259 56 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Enterprise Contracts
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Contracts approval errorContent Hi, When I submit a specific type of contract for approval this error: "Error occurred while displaying History tree table. Error in evaluating routing slip. Che…
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Workspace publish takes 14+ hoursSummary Is it expected?Content Hi, Every time we make a change in workspace (e.g. enable an attribute), it takes long time (14+ hours) to complete publish. Is it expecte…
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How to import the custom Child object for multiselect choicelistSummary to update the multi-select choice list fieldsContent Hi, I want to import a custom object record to update the multi-select Choice list but import is failing.I t…
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Expanding the Sales Lead Product in Sales Lead to Show more productsSummary I want to show more products in sales lead product section.Content I want to show more than 2 records in lead products in UI (shouldn't have a scrollbar and shou…
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Sales – Workspace for CX Sales - Office Hours, 30 July 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Workspace for CX Sales - Office Hours session to have them answered during the live event. Post your questions by posting a…
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To Process Requisition Lines into Contract and then create POSummary To Process Requisition Lines into Contract and then create POContent Hi Team, Is it possible to process requisition lines into contract and then create PO in the…User_2025-02-10-05-51-05-868 51 views 2 comments 0 points Most recent by User_2025-02-10-05-51-05-868 Enterprise Contracts
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Not able to create new Saved searchSummary I want to create a new saved search with new set of fields and by setting some values in them.But I am not seeing the option to do that
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Manage Sales Lead Channel TypeSummary Show and Hide the Channel Type List based on certain criteriasContent Hi We are using Standard field (ChannelType) when creating a sales Lead, the field is a cho…