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Sales
Discussion List
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Updated Created ByContent HI, How can I update Created By field value to another username in the record created in custom object. Attached screenshot Thanks -
How to Import DCL fields using Import ManagementSummary How to Import DCL fields using Import ManagementContent Hi We are trying to import Leads using Import Management.There are some DCL fields to import.How can we i… -
Custom Object Readonly access through access group is not workingSummary Custom Object Readonly access through access group is not workingContent Hi, We are trying to provide read access to custom objects for users of particular resou… -
Import template for Account and ContactContent HI, I am looking for the import template for the Account and Contact in the Sales Module. Please share. Thanks, Mary -
Updating resource roles - Bulk import / any other waySummary Updating resource roles - Bulk import / any other wayContent Hi Folks, We have a situation, we recently found that many of the sales cloud users (2000) didn't ha…
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Account Rollup functionality and it related subject areaContent Hello All, In Oracle CX after 21B we see new object called Account Rollup child object under Accounts and it has few aggregated fields.So we are looking for is t…
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Activities,My Appointments in WorkspaceSummary Activities,My Appointments in WorkspaceContent Hi All, In Workspace when we go to Activities-->My Appointments we are getting some records which are not related …
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Filtering Contacts using SQL predicateSummary Filtering Contacts using SQL predicateContent There is a custom multi-select Fixed choice list field on Contact. The values in this field and Territory name are …
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How To Assign New Owner In Sales Lead Using Groovy ScriptContent Hi, I am trying to develop a way to reassign a lead back to its previous owner when the current assigned owner rejects the assignment. However, on the part of se…
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Sales Lead Source LookupContent Hi, Under Manage Sales Lead lookup with the lookup type (MKL_LEAD_CHANNEL_SETID) I included LinkedIn as new lookup code but when I looked into the application it…
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Favorite records for Workspace & individual ObjectsContent With 21A, the Release Notes state that additional Objects now have the ability to be marked as a "Favorite" in Workspace. Does anyone know if this was also made … -
Adding bulk users in Sales and Service Access ManagementContent Hi, In Sales and Service Access Management I am able to add users in group by searching with their Names is there way to include Custom Role as there are thousan…
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What information needs to considered at the start of complete applicationContent Hi All, We are going to start implementing sales application for a customer. Customer bought all the modules of Fusion applications like HCM, SCM, ERP along with…
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Oracle Cloud 21B Quarterly Update Enhances Experience for Employees and Candidates at OracleSummary On June 18, 2021, the Oracle Cloud 21B quarterly update was applied to our own production environment at Oracle. Read about how Oracle continues to drive value f… -
WS wild doesn't work properly on some attributesSummary WS wild doesn't work properly on some attributesContent Hi All, I set the REST-Framework-Version to 2. https://pod/crmRestApi/resources/11.13.18.05/contacts?tota… -
Sales NavigatorContent Hi, As per the documentation I enabled the Sales Navigator for the contacts but when I view any contact it encounters the error as attached in the screenshot. Th…
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How to rename a tab in Analytics page in Oracle CX SalesSummary Need to embed a OTBI report to 'Analytics' page in a new tabContent Hi, Trying figure out how I could rename a tab in Analytics new tab. I have created a dashboa… -
Parent Account in Leads ObjectContent Hi, I need to get the Party Number of the Parent Account from Leads Object in a field trigger to set a value for a custom lead field. Used the API Name "ParentAc…
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Is it possible switch to a 3rd party AVS service and not using DaaSContent We are looking for options to test if we can switch to a 3rd party address validation service for real time and batch mode. The DaaS AVS service is integrated wi…User_2025-02-11-10-54-43-638 13 views 2 comments 1 point Most recent by User_2025-02-11-10-54-43-638
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Pagination supported on child object (REST API)Summary REST API Pagination Behavior for Child ObjectContent Quick Question - If I apply pagination on parent object, how does it affect the output for child object? For…
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Get City and State value using Postal Code via GroovySummary When we select pincode, OOTB City and State populates automatically. Can we achieve the same using Groovy?Content In Contact/Account Address, When we select pinc…
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Where Do You Find Business Unit Field in ResourcesContent Hi, I'm having trouble searching for Business Unit in Resources in the UI. Any idea where to find it? Thanks, Ed Version 21A
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Pipeline Card Home Page - CX Sales MobileSummary Pipeline Card Home Page - CX Sales MobileContent Hi all, I can't change the header, title, and content of the Pipeline card. It's possible? I need to change "Pip… -
CDM with External DQ integrationContent Hi Team, I am new to CDM iMplementation & Have the Following Doubts. Background: 1) DQ layer will clean data & Send it to OIC. 2) OIC layer will check for Dublic… -
Saved searches and Analytics in CX Sales Mobile appSummary Saved searches and Analytics in CX Sales Mobile appContent Hi all, I am migrating from CX Cloud Mobile app to the new app CX Sales Mobile app using a migration t…
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Custom DSP in workspaceContent Hi, We have created custom DSP using sql predicates for custom object and it doesn't work in workspace and it is not possible to replicate the custom DSP using a…
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REST API to get Account TerritoriesSummary Need a REST API to get list of Territories allocated to specific AccountContent Is there a REST API which can fetch list of Territories allocated to specific Acc…
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Related records in WorkspaceSummary Related records in WorkspaceContent Hi All, Is there any way to fetch all the related records of an account in the workspace ? For example there is a Account ABC…
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Object Workflow Not getting triggered for few users- GroovyContent We have a Object workflow -groovy being triggered based on a condition on Update of a record in a custom object. The groovy code is being triggered for few users…
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Seeded Resource Role deletionSummary We are able to delete seeded CX Resource Roles, any issue?Content We would like to use the CX Resource Role field in Users and Roles for autoprovisioning. The Jo…