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Sales
Discussion List
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Can we schedule new Process?Summary: Can We schedule new Process? Content (please ensure you mask any confidential information): We have cancelled Custom groovy schedule process by clicking on - ca… -
I want to grant account deletion privileges to a custom role.Content (please ensure you mask any confidential information): 1.In Sales and Service Access Management → Manage Data Policies, I checked the update and delete check box…
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Too many objects match the primary key oracle.jbo.Key[300000022673309 300000022071613 ]Summary: Trying to add a team member to Appointment via Groovy and erroring out Content (required): Trying to add a team member to Appointment via Groovy and erroring ou…
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How to make the resource information fields read-only based on the resource role?Summary: User wants to make the resource information fields read-only when they change from resource role A to a specific resource role B. Content (please ensure you mas…
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Sales Cloud Mobile: Can we remove other options in "Add Media" attachmentSummary: Adding the "Attachment" child object in sales cloud mobile can we remove specific options in the "Add Media" list? i.e., "Take Video", "Record Audio", etc. Cont…
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Lead to opty conversionSummary: Anonymous user submits inquiry from partner locator which creates lead with address(State, County, city). Partner user when converts lead to opportunity the add…
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What happens to updates done to a merged partySummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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How to create Resource for a user if he is not available in manage usersSummary: Need to create Resource for a user if he is not available in manage users Content (please ensure you mask any confidential information): A user is trying to cre…
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How can I see the Territory that was created from my Resource Hierarchy?Summary: How can I see the Territory that was created by the Refresh Territories from Resources process and that is said to mirror my resource hierarchy Content (please … -
Territory assignment when the territories are based on the Resource Hierarchy.Summary: I want to do Opportunity Territory assignment when the territories are based on the Resource Hierarchy. My Resource Hierarchy is built, and My territories are g…
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How to enable in-line editing in Fusion Sales Workspace?Summary: How to enable in-line editing in Fusion Sales Workspace? Content (please ensure you mask any confidential information): Version (include the version you are usi…
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How to do I set up and enable Mobile Scan function for CX Sales Redwood?I am migrating CX Sales from traditional UI to Redwood. I would like to enable the Mobile Scan function. It there a guide for it please? Thank you in advance for your he…
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How to do channel integration in account object foldout in redwoodSummary: Hi we have social foldout panel on account object. We have to channel integration for communication. Content (please ensure you mask any confidential informatio…
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Partner Contact User Creation not checking for existing user accountSummary: When creating a partner contact user, if a user account with same username already exists, it errors out instead of using the existing user account Content (req… -
Add smart action showing default layout, how configure Add client smart action in account object?Summary: We have client object which is having one to many relationship with account object. we have configured add client smart action on account. but it is showing dea…
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Deal to opportunity duplicate checkSummary: Deal once Approved by Channel Sales Manager converts into Opportunity. we want to stop this process when ever duplicate opportunity Exists. Content (please ensu…
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Add smart action showing default layout, how configure Add client smart action in account object?Summary: We have client object which is having one to many relationship with account object. we have configured add client smart action on account. but it is showing dea…
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How to change color of badge item in cx-cardSummary: How to change color of badge item in cx-card in Next gen sales. Content (please ensure you mask any confidential information): We have custom object brand relat…
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View the Hierarchy of contacts at a customerSummary: We are looking at how we can create relationships within an account to display a manager to Individual contributor relationship. Content (please ensure you mask…
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Couldn't find API to update a particular DFF during creating customer through SOAP web services.Summary: We were creating customer through OIC and there was one DFF named GST Number, we want to update that field at the time of creation but unable to find anything r…
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How to set up "Fuzzy" matching SearchContent (required): With adaptive search, you can set the level of ambiguity search, but when you perform a "contains" search on various record search screens, it seems …
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SSO using O365 app, need to know API to be taken from IDCS cloud or from Cx cloudSummary: We are enabling single sign on using O365 app, need clarification on API whether to be taken from IDCS or from Cx cloud, https://docs.oracle.com/en/cloud/paas/i…
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NGS -How to add Address Map/Google map for Address Hyperlink on Account Overview page?Summary: We are extending Oracle sales application using fragments. In classic UI we have manage address navigation through manage geography but not working same in redw…
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how to reset password for bulk user using Rest APISummary: Hi, We have some 300 users & we are loading user by using import. Now we need to reset password for those 300 users. Please let me know how to reset password fo…
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Business Card Scanning FeatureSummary Is it possible to make the Oracle Engagement Cloud Mobile App supports scan & recognize business card?Content Just asking if Oracle Engagement Cloud will support… -
Has anyone had success adding 3rd party UI/UX analytics tools to CX Sales?Summary: I'm interested to see if anyone has had luck connecting any 3rd party UI/UX analytics tools into CX Sales, such as Adobe Analytics or Mixpanel. I need to unders…
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How to know previous version of oracle_cx_salesUI in vb-extension.json file?Summary: How to know previous version of oracle_cx_salesUI in vb-extension.json file? Content (please ensure you mask any confidential information): In UAT and Dev we go…
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How to show a success message in SFAHi experts. I am developing a functionality in groovy script to syncronize a record from a custom object created in Oracle Sales, this action is invoked from an action i… -
Email Template for BPM workflowsContent Hi Members, I would need to explore options for modifying OOTB email template options for BPM approval. As of now we can just provide inputs as Title 1, Title 2.… -
Export Bulk dataContent Hello, I am trying to export bulk data. I want to build a scheduled process that runs every day and in case of an error, the next run will include all the data s…