Posts

Posts

  • Rohit Apsangi
    Trigger workflow in future date45.0
    Topic posted November 6, 2019 by Rohit ApsangiGold Medal: 3,500+ Points, tagged Configuration, Core SFA, Groovy in Sales > Sales public
    Title:
    Trigger workflow in future date
    Content:

    Hi Community Members,

    I would like to know how we can call the object function using workflow which will trigger in future date?

    I have tried setting execution date after 1 hr of my custom date field, but its not working.

    please suggest your ideas.

    Regards,

    Rohit

     

     

  • John Engelkemier
    Date and Time Stamp Format for Import Management ToolAnswered2
    Topic posted October 11, 2019 by John Engelkemier, tagged Core SFA, Import/Export in Sales > Sales public
    Title:
    Date and Time Stamp Format for Import Management Tool
    Summary:
    I need to find a date/time stamp format that the Import Management tool accepts
    Content:

    I need some assistance in identifying an approved date/time stamp for the Import Management tool. The format I have been using for file-based imports isn't being accepted by this tool. Thanks for your help!

    Version:
    19C
  • Rohit Apsangi
    Asset subtab in ContactAnswered2
    Topic posted October 1, 2019 by Rohit ApsangiGold Medal: 3,500+ Points, tagged Configuration, Core SFA, Security, Setup and Maintenance in Sales > Sales public
    Title:
    Asset subtab in Contact
    Content:

    Hi All,

    I would like to know about exposing asset subtab in contacts. I can see the subtab is exposed in application composer pages but when I checked on UI the asset subtab is not available.

    Does it needs any extra config? Please help me to understand this functionality.

    Regards,

    Rohit

     

    Version:
    19C
  • Jeevthan J
    How to get the below new fusion theme for Oracle Sales Cloud55.0
    Topic posted August 28, 2019 by Jeevthan JBlue Ribbon: 750+ Points, tagged Configuration, Core SFA in Sales > Sales public
    Title:
    How to get the below new fusion theme for Oracle Sales Cloud
    Summary:
    How to get the below new fusion theme for Oracle Sales Cloud
    Content:

    New fusion theme for Oracle Sales Cloud

    Document:
    THeme.jpg (74KB)
  • Jeevthan J
    Mask custom field values by replacing with "*" or...35.0
    Topic posted August 27, 2019 by Jeevthan JBlue Ribbon: 750+ Points, tagged Configuration, Core SFA, Groovy in Sales > Sales public
    Title:
    Mask custom field values by replacing with "*" or "#" for certain roles
    Summary:
    Mask custom field values by replacing with "*" or "#" for certain roles
    Content:

    We want to mask custom field values by replacing with "*" or "#" for sales rep roles. Values to be visible only for Managerial roles

    Version:
    19C
  • Rohit Apsangi
    Controlling Workspace AccessAnswered2
    Topic posted August 26, 2019 by Rohit ApsangiGold Medal: 3,500+ Points, tagged Configuration, Core SFA, PaaS/SaaS, Setup and Maintenance in Sales > Sales public
    Title:
    Controlling Workspace Access
    Content:

    Hi All,

    I am looking for a way to remove create record access for workspace. As of now i can see + icon to create new records from workspace. Is there any solution present to remove this button for certain roles?

    Regards,

    Rohit

     

    Version:
    19C
  • John Thomas
    LinkedIn Sales Navigator in Engagement Cloud
    Topic posted August 6, 2019 by John ThomasBlue Ribbon: 750+ Points, tagged Core SFA, Integration in Sales > Sales public
    Title:
    LinkedIn Sales Navigator in Engagement Cloud
    Summary:
    Is anyone using this integration?
    Content:

    I'm looking to see if anyone is using the LinkedIn Sales Navigator within Engagement Cloud, and if so, if you would mind sharing your opinions about its effectiveness/capabilities? If you're using LinkedIn Sales Navigator but not in Engagement Cloud I'd also like to hear why.

    Thanks,

    John

    Version:
    19C
  • Rohit Apsangi
    Opportunity status and sales stage relationAnswered25.0
    Topic posted July 25, 2019 by Rohit ApsangiGold Medal: 3,500+ Points, tagged Configuration, Core SFA, Setup and Maintenance in Sales > Sales public
    Title:
    Opportunity status and sales stage relation
    Content:

    Hi Community Members,

    I have observed one behavior while working on opportunity. Even though I have defined status as closed in one of the sales stage in Manage sales stage and sales methods, I can see all the values in sales stage when I check into the opportunity detail pages.

    Example : I have configured status = Won for Sales Stage = Closed. But I could see Closed sales stage even when status = open

    I would like know the significance of setting status while defining sales stage as it does not seems to be working.

    Also what are best available options to control this behaviour?

    Regards,

    Rohit

     

    Version:
    19B
  • Prakash Velamuri
    Mass update of revenue lines3
    Topic posted July 13, 2019 by Prakash VelamuriRed Ribbon: 250+ Points, tagged Core SFA in Sales > Sales public
    Title:
    Mass update of revenue lines
    Summary:
    Mass update of revenue lines
    Content:

    Hi All,

    My customer has many custom fields in revene level and wants to update all these custom fields in one go if he has many revenue lines.

    Any suggetions and ideas to achieve this functionality

    Thanks,

    Prakash

     

     

  • Prakash Velamuri
    What is the Character Limit in Picklists in Oracle...3
    Topic posted July 2, 2019 by Prakash VelamuriRed Ribbon: 250+ Points, tagged Core SFA in Sales > Sales public
    Title:
    What is the Character Limit in Picklists in Oracle Engagement cloud
    Summary:
    What is the Character Limit in Picklists in Oracle Engagement cloud
    Content:

    Hi,

    What is the Character Limit in Picklists in Oracle Engagement cloud. We are trying to add a picklist in Opty details page with some text and some of the picklist values are longer than 80 chars. 

    I want to know what is the Character Limit in Picklists in Oracle Engagement cloud. Is there a way we can increase this limit

    Thanks,

    Prakash