Posts

Posts

  • Nawfal El Hannoun
    Automatical filtering a BI Report to the current Account...Answered95.0
    Topic posted March 18, 2019 by Nawfal El HannounRed Ribbon: 250+ Points, tagged Account, Opportunity, Pipeline, Sales, Sales Manager, Sales Representative, Shared Reports in Sales > Reporting and Analytics for Sales public
    Title:
    Automatical filtering a BI Report to the current Account selected
    Summary:
    Automatical filtering a BI Report to the current Account selected
    Content:

    Hi Community, 

    i need your help please on a BI-Reporting subject within Sales Cloud R13-18C.

    Here is the scenario: i created a report based on Accounts and their opportunities, which are showing basically 2 axes (X= Opportunity Status which may be Lost, Won or Open), then Y= Expected revenue, which is the expected volume by Opportunity)

    The report will be embedded as Mqshup content link within a sub-Tab in the Accounts (means within an account, you have several sub-Tabs, like contacts, opportunities, relationships etc...and i added another sub-tab called analysis, which will open this BI report.

    All this works perfectly fine, but the rerport shows all volumes bases on the 3 statuses (open/lost/won) and  is not filtered on the current account. Can somebody please help on how to go about it? 

    I need the report to trim values and show only those related to opportunities of the current account, where i've the sub-tab opened. When i select another one, it should be showing values of the second one..etc.

    Manny thanks in advance and best regards

    Nawfal El Hannoun

     

    Version:
    Sales Cloud R13- 18C
  • Yasmin
    Roles and users accessAnswered95.0
    Topic posted September 20, 2017 by YasminSilver Trophy: 7,500+ Points, tagged Financials, HCM, Other, Procurement, Project Portfolio Management, Public Sector, Sales, SCM, Security, Tip in Applications Security public
    Title:
    Roles and users access
    Summary:
    Roles and users access audit report
    Content:

    We are looking to run an audit report to list all the users and their access roles 

    where can we get/run such report?

  • Yasmin
    Mass password resetAnswered85.0
    Topic posted September 21, 2017 by YasminSilver Trophy: 7,500+ Points, tagged Financials, HCM, Other, Procurement, Project Portfolio Management, Public Sector, Sales, SCM, Security in Applications Security public
    Title:
    Mass password reset
    Summary:
    Mass password reset (1000s of users)
    Content:

    Is there any way to Mass password reset (1000s of users) ?

  • Kunal Daya
    Fusion Apps - License ConsumptionAnswered74.0
    Topic posted July 31, 2019 by Kunal DayaRed Ribbon: 250+ Points, tagged Financials, HCM, Other, Procurement, Project Portfolio Management, Sales, SCM, Security, Tip in Applications Security public
    Title:
    Fusion Apps - License Consumption
    Summary:
    Trying to understand how license consumption per user works
    Content:

    Hi Community,

    Can anyone explain how license consumption works in Fusion Applications. IS the consumptions done by by users and what roles they have or is it dependant on what features are enabled?

    Example Issue: We have users high number of users consuming Inventory licenses, however we only should have 10 users using Inventory module.

    Objective; Reduce number of inventory license users and other modules

    Any assistance would be appreciated

    Kind Regards

     

    Version:
    19B
  • Sona Srinivasan
    Overall – Security Console: User Category, 30 May, 2018, 9...7
    Topic posted May 23, 2018 by Sona SrinivasanSilver Medal: 2,000+ Points, tagged Financials, HCM, Procurement, Project Portfolio Management, Public Sector, Sales, SCM, Security in Applications Security public
    Title:
    Overall – Security Console: User Category, 30 May, 2018, 9:00 a.m. PT - Submit Questions
    Content:

    Submit your questions for the Overall – Security Console: User Category session to have them answered during the live event. Post your questions by posting a new comment to this topic.

    Please submit your questions by Tuesday, 29 May 2018.

  • Shyam Singh Patel
    Create Direct Database Query Option Re-Enable in 19AAnswered65.0
    Topic posted February 5, 2019 by Shyam Singh PatelGold Trophy: 10,000+ Points, tagged Financials, HCM, Other, Procurement, Project Portfolio Management, Public Sector, Sales, SCM, Security, Tip in Applications Security public
    Title:
    Create Direct Database Query Option Re-Enable in 19A
    Summary:
    Create Direct Database Query Option Re-Enable in 19A
    Content:

    Hi All,

    we recently upgraded to 19A and no more able to see Create Direct Database Query Option. it this removed and Moved to other Place?

    Regards

    Shyam

    Image:
  • Prakash Velamuri
    Issues with Kanban report55.0
    Topic posted May 6, 2019 by Prakash VelamuriRed Ribbon: 250+ Points, tagged BI Publisher, Opportunity, Reporting and Analytics, Sales, Sales Representative, Shared Reports in Sales > Reporting and Analytics for Sales public
    Title:
    Issues with Kanban report
    Summary:
    For some of the Sales users the Kanban report is not displayed corrcetly
    Content:

    Hi,

    We have implemented the Sales rep Kanban report to show the Sales stages for various opportuntines. For some of the users its displayed fine where as for some of the users the top section is missing.

    Do we need any setup for this Kanban report to display correctly

    Thanks,

    Prakash

    Image:
  • Mike Lairson
    Slice and Dice an Emailed Analysis45.0
    Topic posted July 12, 2018 by Mike LairsonRed Ribbon: 250+ Points, tagged Reporting and Analytics, Sales in Sales > Reporting and Analytics for Sales public
    Title:
    Slice and Dice an Emailed Analysis
    Summary:
    I am looking for a way to email (non users) rows from a report but only the rows pertaining to the recipient.
    Content:

    I have a need to parse a report that contains multiple rows of data for several hundred different people, sending only the relevant rows to each recipient.  Imagine a tabular report, where the first column contains an email address.  There are several thousand rows of data, but each person only needs to see the rows that contain their email address. With CRM OnDemand, we used a 3rd Party tool to accomplish this, but that tool does not work with Sales Cloud.

    Example:

    Recipient Email Recipient Name Data Data Data
    mike@example1.com Mike zzz zzz zzz
    mike@example1.com Mike yyy yyy yyy
    mike@example1.com Mike www www www
    susan@example2.com Susan aaa aaa aaa
    susan@example2.com Susan bbb bbb bbb
    rob@example3.com Rob sss sss sss
    rob@example3.com Rob ttt ttt ttt

    I would want Mike to receive an email with a report (excel) attached that includes:

    Recipient Email Recipient Name Data Data Data
    mike@example1.com Mike zzz zzz zzz
    mike@example1.com Mike yyy yyy yyy
    mike@example1.com Mike www www ww

    Susan would receive an email with a report including:

    Recipient Email Recipient Name Data Data Data
    susan@example2.com Susan aaa aaa aaa
    susan@example2.com Susan bbb bbb bbb

    etc.

    I know I can accomplish this using several hundred Agents and several hundred reports - an agent and report for each recipient, but that is clearly a ridiculous solution to a simple problem that I am not willing to entertain.

    Does anyone know of a solution?  I am open to considering a solution within Sales Cloud, a tool that integrates with Sales Cloud, a tool that will take a CSV or XML input and generate the emails outside of Sales Cloud, or a third party vendor with some other solution.

    Thank you!

    Mike Lairson

     

  • Stephanie Gott
    Opportunity Owner Leader45.0
    Topic posted December 6, 2017 by Stephanie GottSilver Medal: 2,000+ Points, tagged Employee, Opportunity, Sales in Sales > Reporting and Analytics for Sales public
    Title:
    Opportunity Owner Leader
    Summary:
    Need to know who the leader of the owner is on the opportunity (not always same as creator).
    Content:

    Hello,

    I currently use the  Employee ‘Name’ from the “Employee” Subject area. I am able to pull in ‘Manager Name’ from there as well. Often times, the person who created the opportunity does not remain the owner of the opportunity. I also can pull in the ‘Owner’ from the “Opportunity” subject area.

    The “Employee” subject area is apparently tied to the creator of the opportunity.  

    I also need to see the Manager of the Opportunity “Owner” specifically. How can I do that? Any thoughts?

    See attached screen shots if necessary.

  • Bradley Hughes
    Release 12 - Security Console Challenges and Colleague...44.3
    Topic posted April 26, 2017 by Bradley HughesSilver Trophy: 7,500+ Points, tagged Financials, HCM, Other, Procurement, Project Portfolio Management, Sales, SCM, Security, Tip in Applications Security public
    Title:
    Release 12 - Security Console Challenges and Colleague Password Reset Queries
    Summary:
    Help to resolve password resets for colleagues that have no Email and now no security questions
    Content:

    Hello,

    After reviewing the functionality within the Security Console for R12, we have discovered there are now no Security Questions available. The only functionality we can see that allows a colleague to reset their forgotten password, will require a Work Email Address. If Colleagues have no Work Email address, they will have to contact the operation in order to reset their password.

    The colleague can then log into Fusion immediately, without being prompted to change their password after initial log in. The Employee can reset their password by 'set preferences' but this is a manual task.

    Is anybody aware of any available functionality that allows a user, without an email address in the system to reset their password? or any workarounds that will prevent a huge volume of calls to the operation, due to a high volume of colleagues having no Work Email address,

    Kind Regards,

    Brad