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Former Member

Action field in Sales Data

Hello!

I'd like to delete an incorrect Sales data from Sales Data view of Account details in Production tennant, but there are neither Delete button nor Action column on this screen. I tried to switch to Adaptation mode, choose Edit Screen -> Screen Lyout and choose section Sales Data, but there is no field Actions available. I didn't have that problem in the test tennat since there was Action field in that section there already.

I hope your help.

Best regards,

Nadezhda Rukavishnokova

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2 Answers

  • Best Answer
    Oct 22, 2015 at 11:17 PM

    Nadezhda,


    Validate following in your C4C Tenant:


    1.  Whether ECC or CRM Integartion scoped or not

    2.  Business Role configuration for Action button.


    Regards,

    ~anil

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    • Former Member Benjamin BONNET

      That is why ECC should be the leading system to define the sales area data and push it down to C4C, not the other way around (if this is a B2B scenario and you define your sales areas clearly in ECC for the master data of accounts, products, and employees).

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    Former Member
    Apr 18, 2016 at 02:07 PM

    Hello  Rei

    Our system is integrated with On Premise and customer data was uploaded through Migration tool

    Is  there  any way to remove the incorrect sales data from Account.like sales organization division. distribution channel..

    Can you please advise.

    Thanks

    Aarti

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