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Sales
Discussion List
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How to change the HZ_PARTIES.Orig_system_reference for a party?Summary: How to change the HZ_PARTIES.Orig_system_reference for a party? Content (required): **This post was created as part of a How to Service Request (SR) ** Version …Jacqueline Li-Support-Oracle 150 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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Standard Business Process flowsSummary: Can you please provide Standard Business Process flows for CX Sales & Service provided by Oracle Content (required): BPDs for CX Version (include the version yo…
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Opportunity and Lead Territory Assignment Flexibility Using Custom DimensionsSummary: Overview of opportunity and lead territory assignment flexibility using custom dimensions feature and a demonstration of the one-time setup steps to enable a cu…
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Replacement Options for Oracle Social Network That Works for CX Sales MobileSummary: We are attempting to implement Oracle Social Network(OSN) as we need a method of communication where users can message and collaborate between each other on the…
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Adaptive Search: Remove "+" button from adaptive search UISummary: Hi Team, We have enabled adaptive search for custom object "Sales Register" and we want to remove "+" button for custom job roles. Ex: We want to enable Create(…
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What is the possible approach to purge the completed territory proposals?Summary: Do we have option to the purge the Completed Territory Proposal? and If yes, How to purge the territory completed territory proposal? Content (required): Do we …
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privileges to access following API'sSummary: We are looking to query following API's and need specific privileges to grant to custom role. https://*******.fa.ocs.oraclecloud.com/fscmRestApi/resources/11.13…
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SQL Database for Oracle Fusion SalesSummary: Is there a way to access the Oracle Fusion using SQL Server? Content (required): We would like to access the database using SQL Server to update records in Orac…
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Non-UI way to generate application composer customization reportSummary: Non-UI way to generate application composer customization report Content (required): Is there any alternative way to generate Application composer customization…
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How to filter search results using child object fields in Adaptive Search REST API?Summary: I'm filtering the search results in Adaptive search REST API using child account fields and contact fields from parent contact object. When I tested in Postman,…
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How to use SOAP API to modify the value of orig_system_reference for a customer account?Summary: How to modify the value in HZ_CUST_Accounts.orig_system_reference and hz_orig_sys_references.orig_system_reference for a customer account? Content (required): *…Jacqueline Li-Support-Oracle 189 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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Is there a way to limit the child level records in the response of Adaptive Search via REST?Summary: Content (required): We are querying Contacts entity via Adaptive Search REST. Included in our query are child/related-level criteria. However, for the search re…
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How to archive older records in sales cloud?Summary: How to archive older records/records which are not using for a long time in sales cloud? Content (required): When does anything (Leads, opportunities, service r…
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How to Show Territories Change History in UI?Summary: How to Show Territories Change History in UI? Content (required): Customer want to show up the change history details in territories object similar to Account/C…Abhishek Methi-Support-Oracle 52 views 3 comments 0 points Most recent by Lucian Vasile-Support-Oracle
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Is there a way to have a validation to inform the user of duplicate entry when setting up territory?Summary: Is there a standard way to have a validation to inform the user of duplicate entry when setting up territories? Content (required): For example, user creates ne…Abhishek Methi-Support-Oracle 61 views 1 comment 0 points Most recent by Abhishek Methi-Support-Oracle
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How to extract Geography validation attributes for all countriesSummary: **This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How to extract Geography validation attributes for all co…Syed Misbauddin-Support-Oracle 92 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle
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How to add to additional fields to the list of filter fields on Opportunities subtab of AccountSummary: How to add to additional fields to the list of filter fields on Opportunities subtab of Account Content (required): User wants to add 'Close Date' field to the …
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Can anybody share CDM batch processing documentation ?Summary: Working on CDM project. need to configure deduplication/account merge logic. could someone share a detailed doc if any is available? do we have any oracle custo…
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Why Getting Error When Trying to Enrich DnB Data for an Organization in CX Sales?Summary: Trying to enrich an organization record and get error: "You can't enrich or add this record because the DaaS record is already associated with an existing enric…Jacqueline Li-Support-Oracle 46 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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Forecast Freeze date calculationSummary: As per the setup, I'm expecting the due date as 6th of every month and freeze date as 3rd of every month, but for April, it is showing correctly. but for other …
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Migration T2PSummary: We are planning to move the changes using 'Migration' for oracle sales cloud, with this Is there any Impact on ERP screen of CX. Content (required): This is to …
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How CX Sales backups and Restore works**This post was created as part of a How to Service Request (SR) Release: 23A Summary: I would like to know how backup and restore works on CX SalesSyed Misbauddin-Support-Oracle 82 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle
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Unable to search activities under contactSummary: Contact - Activities tab - Can't see search activities option as shown below Content (required): Below marked section is missing Version (include the version yo…
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Is there a way to see the PartyID of the contact that is in OutlookSummary: **This post was created as part of a How to Service Request (SR) Release: 23A Content (required): When I am in Outlook, is there a way to see the PartyID of the…
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Sales opportunities to be approved cannot be searched by the approver or any other resourceSummary: A new sales opportunity has been created for smoke testing and has been submitted for approval but upon logging in as the opportunity approver, the opportunity …
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Can we use informatica address verification services in customer data management ?Summary : In our project, we already have an Informatica address verification services subscription. can we use this subscription in Oracle CDM for address verification …
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How to remove appointments which are completed or cancelled from the 'My Appointments'Summary: Greetings! Can anyone assist me on how to remove appointments/tasks that are 'completed 'or 'cancelled' from the 'My Appointments' present under Sales Infolets …
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Unable to translate the DCL values.Summary: We are looking fuzzy search option in FCL and currently, we have not seen this feature in FCL. So We need the DCL field value transition based on the login user…
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Is it possible to create views for creating and editing objects - CX Sales Mobile App ComposerSummary: I would like to know if it is possible to add Views for creating and editing objects. For example: A view for creating an Opportunity and another view for Editi…
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What permissions are needed to access RoutinesSummary: I am wondering what permissions are needed to access Routines Content (required): Version (include the version you are using, if applicable): Code Snippet (add …