To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
-
is it possible to call the Task “Manage Customers” by script?Summary: is it possible to call the Task “Manage Customers” by Groovy or other method script for example in CX Account Page with an Action? Content (required): Version (… -
What does the field "DeleteFlag" on the Account Object indicate?Summary: What does the field "DeleteFlag" on the Account Object indicate? Content (required): when I do a Postman call on the Account Object I see the "DeleteFlag" field…
-
How to hide custom action for the users who have read only access to the recordsSummary: How to hide custom action for the users who have read only access to the records Content (required): Problem Description 1. Login to the Application as a Sales …
-
Calendar Start Date use as Server Variable for Dashboard PromptSummary: Our Calendar Year starts from every 1st of Oct month as example currently it is 1-Oct-2022. I am creating a dashboard prompt and want to populate Start Date of …
-
Access the sales party for table HZ_PARTIES for all standalone contacts in the enterpriseSummary: Need complete explanation of this Data Security Policy "Access the sales party for table HZ_PARTIES for all standalone contacts in the enterprise" Content (requ…
-
How to Mass Upload of Hierarchy Structure & values of all the countries in Manage Geographies setup?Summary: How to do Mass Upload of custom Hierarchy Structure & values of all the countries in Manage Geographies setup? Content (required): How to do Mass Upload of cust…
-
List of Values via SQL/Analytics Query - Oracle Sales Cloud (FUSION)Is there a way to extract/Query all Lists of Values via Analytics SQL Query or from a Task in Setup & Maintenance? We are trying to document this information in Oracle S…
-
Role required to Export Management, but I don't wanna activate the Sandbox for these usersSummary: I have some Users with the Job Role: ORA_SVC_CUSTOMER_SERVICE_REPRESENTATIVE_JOB I have a user requirement to Export Service Requests, Accounts and Contacts ins…
-
Unable to Export Assets using Export ManagementSummary: Whenever we are trying to export Assets using "Export Management" functionality, the Exported data file does not get generated even though the export is success…
-
Deleted Record still showing in workspaceSummary: we notice that some deleted records is still showing in workspace list, just wondering aside from doing full publish, is there away to remove the deleted record…
-
How to fetch Victim records (Accounts or Contacts) in a table after merge?Summary: We want to fetch the victim records and its details in a list view. We are looking for a table name where we can build a query to see the data. Content (require…
-
Its important to solve the territory hierarchy not showing well in forecast UISummary: Not all the territory hierarch is showing well its showing only two parent Content (required): Version (include the version you are using, if applicable): Code …
-
[NGS]Need steps to implement SUI features Like Assessments, Sales coach, recommendation.Summary: Users are trying to use next gen digital sales UI for opportunity object and needs to know how to setup OOTB functionality is missing as comparison to SUI featu… -
[NGS]Steps to view Deal registrations for OptySummary: Is it feasible to view Deal registrations for Opty in Next Gen Content (required): When user goes to Opty in Next gen, they do not see deal registration header.…
-
Is it possible to show Visual Indicator on blocked Account ListSummary: Visual Indicator on Blocked Account list. Content (required): Hi, We have requirement where the blocked account list should be highlighted on landing page. is i…
-
Its important to know if there is ability to add the sales goal for specific product (item)Need to add new sales goal and specify a certain product not a group. For example: we have one resource , we need to say that this resource will sell for example 10 spec…
-
Theaccount and opportunity always assigned to the parent territory and not assigned correctlySummary: its important to solve this "The account and opportunity always assigned to the parent territory and not assigned correctly to the child territory" Content (req…
-
Downstream effect of custom address purpose in a customer ship-to siteSummary: We have created a custom lookup value in the address purpose in the customer ship-to site level. What will be the downstream impact of having this addition? It …
-
How to remove "+" sign from workspace quick access tool barSummary: We've been trying to remove the create button, i.e., "+" icon from the workspace quick access tool bar for sales users but couldn't find the means to do so. cou…
-
How to disable global search for specific role in oracle Fusion CX Sales cloudSummary: How to disable global search for specific role in oracle Fusion CX Sales cloud Content (required): Partner users are able to search records through global searc…Sunil.Kumar.Poojari-Oracle 65 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle -
Extract Time part from a DateTime field.Summary:Extract Time part from a DateTime field and display it in user's local timezone format. Content (required):"Is it possible to extract the time part (3:00 AM/PM) …
-
CX Sales + Microsoft Teams capabilitiesSummary: Once MS Teams is integrated with Sales - How it can be put to use apart from book example below, 1. Directly from the opportunity UI, salespeople can simply cli…
-
Delete one of PhoneType Home row from Contact Using CSV Import - How ?Summary: Contact Object > Open Contact Record > Attribute 'All Phones' > Manage All Phones > Type = Home ...Now there are 4 phone records available Work Type, Land Type,…
-
How to mass delete lead records?Summary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable):
-
How to make the Email and Primary Phone fields mandatory in the contact moduleSummary: We need to condition the Email and Primary Phone fields as required Content (required): We need to condition the Email and Primary Phone fields as required, we … -
VAT number and fiscal code validationSummary: How to implement VAT number and fiscal code validation in Sales Content (required): Is there a standard functionality or a recommended service we can use in ord…
-
Effective usage of header and empty spaceSummary: Customer would like to customize the below screen to display informative content as and when required. How to use this space to customize as desired. NOTE: Cust…
-
CDM Merge RequestSummary: Content (required): Is it possible merge request can only be submitted by the Owner of the Contact in CX Sales Version (include the version you are using, if ap…
-
CDM Merge Record SelectionSummary: Content (required): Can submitter select the record(contact) during the merge request submission which record to retain as a master in CDM/CX Sales. Version (in…
-
CDM Merge Request Field SelectionSummary: Content (required): Can we choose which fields (i.e. a mix of primary and secondary). May be that user has to choose Master record and update fields? Version (i…