Sales Channel Default Value At Lead Creation

(Doc ID 2347214.1)

Last updated on JANUARY 10, 2018

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.12.1.0.0 and later
Information in this document applies to any platform.

Goal

On : 11.12.1.0.0 version, Leads, Sales Campaigns

Sales Channel Default Value At Lead Creation

Upon creating a new Lead we noticed that field "Sales Channel" is by default pre-configured.
We tried the same scenario with two different users. One with Sales administrator role and one with Sales Representative role.
The Sales Representative user created a lead and the Sales Channel was set as 'Direct' but the Sales Administrator user created a lead and the Sales Channel was set as 'Partner'.
We have made no extra configuration or customization about Sales Channel. We would like to define which users roles will create a lead with the values 'Partner' or 'Direct' on field 'Sales Channel'.
Is that possible?
 

Solution

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