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
-
Contact update event is not raised for customer mergeSummary Contact update event is not raised for customer mergeContent Here is my test case, I have 2 contacts (A, B). Created a resolution request with A and B, and selec… -
Party Hierarchy Tree Creation/Update via WebservicesContent Can somebody point me to information for Party Hierarchy Tree creation/update via SOAP/REST API, or some blog spot with some sample payloads. I was trying out th…Shivakumar Ayyanagowdar-Oracle 62 views 4 comments 0 points Most recent by Shivakumar Ayyanagowdar-Oracle -
Import AnalyticsContent Hi, I have analytical reports which I would like to export from TEST and import to PROD instance. Kindly suggest me the steps Thanks -
Default value in a lookupContent Hi All, Is it possible to set the default value of a lookup bu writing an expression? I need to pick up the meaning based on a given lookup code. Thanks, D -
Change the Default Record Set On Search on OpportunityContent Hi All,, Could you pleas let me know how to change the default Record set search on Opportunity List page , from "My Open Opportunties' to "All records I can see…
-
Multiple Contact Profiles or Persona in CDMSummary What is the best way to achieve multiple profiles or persona of Contact/Person in Customer Data managementContent Hi, Has anyone come across a requirement or sol… -
Groovy to create HouseholdSummary Groovy to Create HouseholdContent Hi, Anyone has sample groovy script to create Household? Thanks, Adam Version 20A
-
Export managementSummary re-use of existing mappings and filtersContent Hello everyone, In Oracle Engagement Cloud, using the old tool of "Schedule Export Processes" we could rerun the s… -
expected duration of the project on opportunity screenSummary project duration on opportunityContent Hi, Is there any way to capture expected duration of the project on the opportunity page. we would like to capture expecte… -
Party Usage ImportSummary Party Usage ImportContent I am trying to add a new usage 'External Legal Entity' to existing Accounts. Anyone tried it before? Version 19D
-
Table Name for CDM > HierarchiesSummary What is/are the table/s I can use to export the columns under CDM > Hierarchies?Content Hi Guys, Can someone help me identify the table/s that I can use to expor…
-
Update Event is not triggered for custom objectSummary Update Event is not triggered for custom objectContent I set the profile option ZCA_PUBLIC_BUSINESS_EVENTS to Yes on site level and we don't have any values on u…
-
Account HierarchySummary Account HierarchyContent Account Hierarchy uses type hierarchy type/tree structure 'HZ_CUSTOMER_HIERARCHY'. Is it possible to update Account Hierarchy to use a c…
-
Complete list of standard fields on CX Sales & B2B ServiceSummary How to find the complete list of standard fields on CX Sales & B2B Service without going into Application Composer and copy-paste for each object.Content Hi, I a… -
CX Mobile - Retrieve a secondary object parameter to set it in a custom field through scriptSummary Get using mobile scripts the related (secondary) object of a DCL field and set one of its properties in another field of the main objectContent Hello everyone, W… -
Customer Data Management - Oracle Customer Experience Cloud (Oracle CX Cloud)Summary Oracle Customer Experience Cloud (Oracle CX Cloud) suggestionsContent What things should be avoided or given caution to with regards to Oracle Customer Experienc…User_2025-02-07-07-51-30-880 32 views 4 comments 0 points Most recent by User_2025-02-07-07-51-30-880
-
Business OwnerContent Hi, In custom object I have DCL field named Business Owner. How can I get the email of the Business Owner to be stored in another hidden text box as this need to…
-
Make report tables horizontalSummary Need to make report table view HorizontalContent Currently CRM is having table reports in vertical. But we need to make reports horizontal. (table columns to row…
-
-
CONFIGURE GROUP, ORGANIZATION, AND PERSON WORK AREAS IN APPLICATION COMPOSERSummary CONFIGURE GROUP, ORGANIZATION, AND PERSON WORK AREAS IN APPLICATION COMPOSERContent On 20A, there is a new feature - New Customer Data Management deployments all…
-
Service - Account, Contact and Service Request with different workspace functionalitiesSummary How can I make Account and Contact open in Workspace mode but from other search pages?Content Hi All, Service Request outside "Workspace" open in Workspace mode …
-
FIC: The revert process does not generate logSummary Generate log for revert processContent When a revert process is executed, a log is not generated with the summary of the events processed and the type of each of… -
Action with JSON code to endpoint for external consumptionContent Hello everybody, I have a new requirement were I need to figure out how to create an Action (function code) from an Opportunity to include Opty field values--to … -
SalesProfileStatus field on Accounts/ContactsContent Hi , Can I use the standard field - 'SalesProfileStatus' available on both Contacts /Accounts , to tag them as Active or Inactive ? I assume this can be edited f…
-
Complimentary Data Health Scan ReportSummary Is the data powering your sales and marketing programs accurate and complete? Content You need clear visibility into your prospects and customers for your sales … -
ValidationException with a defined variableContent I'm looking to have a validation exception or warning pop up and visible to the user but I want to include a def variable and not specifically a hard-coded messa…
-
Primary Customer Number on ContactContent Hi , Similar to PrimaryCustomerName1 field on the Application composer , is there a standard field to expose Primary Customer Number i.e Account Number] on conta…
-
Accounts and Contacts VisibilityContent Hi All, I am new to Sales Cloud and trying to understand how the record visibilty works in engagement cloud. * Can all the Accounts and Contacts be accessed by t…
-
Notes AuthorContent Hi, Is it possible to change the author of the notes. Suppose if the notes was created by me it would show my name instead is there way to select author as anoth…
-
Define CompetitorsContent Hi, How to define competitors for Opportunity ? Thanks