Setup and Maintenance
Discussion List
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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 -
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…
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Rule-Based AssignmentContent Dears, I want create a rule-based assignment for leads and want to assign it to a team not individually.. In other words when I configure the rule I don`t want t… -
Sales campaign email reaching to spam folderSummary Email from sales campaign not delivering real time and delivered to spam folderContent Hi All, When i'm submitted the sales campaign from application, the eamil …
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Is it possible to by pass territory based visibilty using groovySummary Need option to select customer from other territory in opportunityContent Hi All, We have an senario where sales user need to create opportunity for customer in …
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Auto-Populate Early Termination FeeSummary Is this possible?Content Hi, I have a requirement to auto-populate early termination fee instead of having user to enter manually. I checked the attribute 'Early… -
How to know which SQL predicate used on partiular DCL filedSummary Is there any way which sql predicate is constraing in values out of all prdeicates on objectContent Hi All, Currently sales user is not able to see all account r…
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Save The Date: 20D-21A CX Sales Release WebinarsSummary 20D-21A Release Webinars for SFA & PRM, CDM and Platform and SPPMContent Save the Date for CX Sales 20D-21A Release Webinars Coming Soon to the Portal Oct 21, 20… -
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…
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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…