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Sales
Discussion List
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how to extend the expiry of retired lead in salesonce the lead is retired, it stays in database for 15 days before getting removed permanently. 15 days is a default value, so exactly where can we change the the number … -
Do import artifacts need to be generated post quarterly upgrade?Summary: We've been generating import management artifacts after each upgrade since we started using Oracle Sales Cloud. They appear to be already generated as part of t… -
CX SaIes CDM: Is it possible to create a custom table in backendSummary: We have a requirement in CDM to create a custom table in ERP backend in order to maintain a relationship which currently does not exist in ERP. If this is possi…
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Is Object Workflows Execution Schedule working?Content (please ensure you mask any confidential information): I set up Email Notification on Update for Activity in Object Workflows. When a record is updated, it is tr…
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Restrict Activity Access to specific user(s)We've used access groups to allow our organizations users visibility into all records (Accounts, Contacts, Activities, etc.) so that any user can assist a customer. Howe…
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how can we get all data out from Oracle Sales and CPQ directly into Oracle Database.Summary: how can we get all data out from Oracle Sales and CPQ directly into Oracle Database. Content (please ensure you mask any confidential information): In terms of … -
Add Territory Team to Partner Team on Territory AssignmentSummary: On territory Assignment on Partner the Team Members from territory do not get Added to Partner Team Automatically. Is there a Customized workaround for this? Co…Anubha Vijayvergiya-Oracle 13 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle
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How to change root user in sales HierarchySummary: Hi All, We have a requirement of changing root user in the hierarchy, Existing root user has to come under this new user. How can we do that. is it possible to …
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Lead to Opportunity Conversion not creating a new accountSummary: The REST Lead to Opportunity conversion smart action allows users to select two options to create new contacts/accounts: enableCreateContact enableCreateAccount…
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Way to export the OOTB attributes and descriptionHello, We have a requirement here to export the OOTB attributes and description. Need to know in which way we can achieve this. Any help relevant to above is appreciated…
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Is Redwood experience (Service Center) available to Partner Relationship ManagementHi Team, We have the visibility of SR in simplified UI, when we assign the SR to Partner User. But the user doesn't have visibility to Server Center - Redwood Version of…
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How to give user role based condition in action chain?Organization: Terex Corporation Summary: We want to give role-based condition on OpportunityOnCreate action chain. I have tried giving this condition but it is not worki…
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Unable to filter the audit report based on the Partynumber /party site numberWe have requirement that, need to filter the audit report based on either party number/party site number.
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Enable Mass Update option to Owner fieldSummary: Enable Mass Update option to Owner field Content (required): Hi, We see that Owner field does not have the option to enable mass updatex. How can we enable this…
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How can we disable / remove the 'Delete Note' Action from Note Object and Edit of the Note RecordSummary: We do not want to allow the user to delete the created notes and also once the note create should not allow to edit the record , how can we achieve this. Conten…
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Hide Channel Manager Section From Partner PageSummary: Attached is the partner page. Need to remove/hide highlighted section (Channel Manager) from partner profile page. Content (please ensure you mask any confident…
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what is the process of Quote and orderSummary: What is the process for quotes and orders without CPQ, and how is the data displayed? Content (please ensure you mask any confidential information): Version (in…
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Unable to Import Customer hierarchy for CDM using Import managementSummary: I am trying to import Customer Data, To create Parent and child relationships in CDM module in DNB hierarchy Using Import management Hierarchy Member. While imp…
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How to assign several Business Unit to employees so it can be shown on Opportunities (CX)?I have created users and assigned them as employees but the system only allow you to assign a single BU to a user. Our requirement is to filter the shown values on Busin…
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Application Composer cannot find custom object on NavigatorSummary: I have created a custom object and setup custom pages for landing/create/details/search regions. and assigned page access to SCM Job Role - Product Data Steward…
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VAT update in runtimeSummary: Whenever I update the VAT, it doesn't update the amount in real-time. Content (please ensure you mask any confidential information): Version (include the versio…
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Oracle Cloud Groovy Script - How to convert Accented letters to normal lettersOracle Cloud Groovy Script - How to convert Accented letters to normal letters Example: Convert Armação to Armacao
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Cx-Is there any possibility where list of Leads can be associated with calendar.Is there any possibility where list of Events(Leads) can be associated with calendar, such that the question 'Business Development Availability' in the qualification can…
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Products Not Loading in Redwood Sales but Visible in Classic SalesSummary: We are experiencing an issue where products are not being loaded in Redwood Sales, though they are visible in Classic Sales. Content (please ensure you mask any…
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Is it possible to map ERP DFFs to CDM?Summary: We have two DFFs on the ERP side, located in the HZ_CUST_ACCOUNTS table. The requirement is to use the two DFFs in a groovy script-based AccountSetMaster rule. …
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Avoid duplicate records while import objectContent Hi, In the custom object (Supplier Details) need to know how restrict to avoid duplication while importing the records. Thanks -
How to pass dynamic parameter to POST API from GroovySummary Need to pass dynamic parameter to Account REST API in the post call from Groovy script
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Process to view All Accounts/OpportunitiesHi, Application Name: Oracle Fusion CX Sales Cloud Service Users are able to see only the Accounts/Opportunities which they have created. To give them access to view all…
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Scheduling a schedule processes job with date field being dynamicSummary: Hi All, We want to schedule few seeded processes through scheduled processes page, for scheduling this, we need to have the date parameter as dynamic i.e. refle…
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customer hierarchy for ERP customersSummary: Can the customers that have licensed ERP (FIN and PPM) create customer hierarchy without buying license for CDM? They dont need to use the other capabilities of…