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Sales
Discussion List
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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 91 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle -
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 … -
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 41 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 81 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 …
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What are CRM Objects/Module that have dependency to user primary Business Unit?Summary: currently we are utilizing the multiple BU's in our applications, in which some user have primary BU selected in their resource organizations. and we notice its…
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Integration of SMC with RMCS related to Unit SSPSummary: Greetings! How to verify whether Unit SSP is enabled in SMC ? Thank you. Content (required): Version (include the version you are using, if applicable): Code Sn…
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How the Real-Time Access Works for the objects secured using access groups?**This post was created as part of a How to Service Request (SR) Release: 11.13.23.01.0 Summary of the question: How to Real-Time Access Works for the objects secured us…Madhuri Cheruku-Support-Oracle 31 views 1 comment 0 points Most recent by Madhuri Cheruku-Support-Oracle -
What is the SiteUseCode to be used for a Site that is both Bill-To and Ship-ToIs there a single code that can be sued while creating a site which can have business purpose as Ship-To,Bill-To rather than creating same site as Ship to once and then …
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"Exception during RestAction" Error When Using Next GenSummary: 1. Navigate to Digital Sales -> Accounts 2. Choose one account 3. The error is occurring during opening the record from the list page and when moving to the nex…Jacqueline Li-Support-Oracle 1.3K views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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Is it possible to embed AR customer creation and update screen within CX**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Is it possible to embed the AR customer creation and upd…Robert Mutton-Support-Oracle 31 views 1 comment 0 points Most recent by Robert Mutton-Support-Oracle
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How to change the Field in the Find section on the Landing Page?**This post was created as part of a How to Service Request (SR)** Summary: By Default, a Custom Object gives the option to Find on "Record Name" field on Landing Page. …
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Oracle CX Sales Level 1 and Level 2 processesSummary: Process taxonomy document for Oracle CX Sales. Content (required): I am looking for Process taxonomy document for Oracle CX Sales application (Level 1 & Level 2…
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How to remove customer organization contact by SOAP serviceSummary: How to remove customer organization contact by SOAP service Content (required): **This post was created as part of a How to Service Request (SR)** We would like… -
Custom Contact DCL should work like a standard Primary ContactSummary: Custom Contact DCL should work like a standard Primary Contact Content (required):We have requirement of creating a Contact DCL field (Secondary Contact) that s… -
Is it possible to customize the 'Who' ColumsSummary: After implementing HCM cloud in the same POD as CX Sales, part of the HCM process the username will now be changed to employee ID. Due to this change, the Sales…
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How to create a Dashboard Prompt that could be used through all existing date columns inside an analSummary: Dashboard Prompt that could be used through all existing date columns inside an analysis report Content (required): User wants to have a prompt that would be ab…
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- TestTestVarun Malhotra-Support-Oracle 61 views 1 comment 0 points Most recent by Varun Malhotra-Support-Oracle
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How to restrict/set max size of attachment for an object?**This post was created as part of a How to Service Request (SR) Release: 11.13.23.01.0 Summary of the question: How to restrict/set max size of attachment in Account ob…Umamaheswarareddy Ambati-Support-Oracle 41 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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Is it possible to update the Default UOM of a Product using Item Service V2 web service?Summary: Update the default UOM/ default UOM Code of a product Content (required): In our Dev environment, around 200 products have incorrect UOMs. Is there a way to upd…