Workflow
Discussion List
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Four Reasons Why ARCS Is A Safe Cloud MoveSummary Moving to the Cloud can be a daunting proposition - but it doesn't have to be.Content I recently wrote an article called A Safe Step into the Cloud: The Argument…Nick-Boronski-Oracle 33 views 1 comment 4 points Most recent by Tim Gaumont-Oracle Account Reconciliation -
Replay - Perficient Presents: How Noble Energy Automated Reconciliations with Oracle ARCSSummary ARCS Webcast: Noble Energy's project owner Matt Dossett, Senior Accountant, discuss their migration to ARCS including lessons learned and how ARCS could benefit …Daniel Reilly-75951 44 views 1 comment 0 points Most recent by Tim Gaumont-Oracle Account Reconciliation -
How Noble Energy Automated Reconciliations with Oracle ARCSSummary Noble Energy, an independent oil and natural gas exploration and production company, had struggled for years with a cumbersome spreadsheet and email-driven accou… -
Create a workflow that sends e-mail to the lead's contact address when it's triggeredContent The attached document contains the following steps plus a screenshot of the screen described herewith. * I have a workflow that I want to send an e-mail notifica…User_2025-01-30-22-07-30-784 64 views 2 comments 2 points Most recent by User_2025-01-30-22-07-30-784 Sales -
Scheduled Process - Close Out OpportunitiesSummary Close Opportunities if effective date is less than today as a scheduled processContent I am looking for a way to hopefully create some sort of scheduled process …
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CX - R13 Sales Cloud: Platform and Extensibility: August 17, 2017, 9:00 a.m. PT - Submit QuestionsContent Submit your questions for the CX - R13 Sales Cloud: Platform and Extensibility session to have them answered during the live event. Post your questions by postin… -
Looking to network with other B2B OSC users with Outside sales teamsSummary Looking to share best practices/tips/techniquesContent We are in the early stages of rollout - effectively integrating OSC to our Contract Management System (thi…User_2025-01-28-21-54-07-380 48 views 0 comments 2 points Most recent by User_2025-01-28-21-54-07-380 Sales
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OSC - Workflow Emails & TokensSummary Getting the ID instead of the textContent I'm sure I'm missing something super simple, or maybe I have to create a custom field that evaluates to text, I'm not f…User_2025-01-23-23-13-21-560 49 views 4 comments 1 point Most recent by User_2025-01-23-23-13-21-560 Sales
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Reducing the number of steps to reassign a LeadSummary It takes 10-13 clicks for a manager to assign/reassign a lead to a sales rep!!! No way to get adoption.Content We have approx. 700 outside sales reps covering 40…User_2025-01-28-21-54-07-380 35 views 3 comments 1 point Most recent by User_2025-01-28-21-54-07-380 Sales
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UX Lab Tour at Oracle HeadquartersSummary UX Lab Tour at Oracle HeadquartersContent Being able to tour the Cloud UX Lab while at OpenWorld is an exceptional encounter! Glimpsing the forthcoming adventure…