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Sales
Discussion List
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Outlook 365: Searching from Saved SearchSearching in the Outlook Add-in from a saved search returns all records that I can see instead of records in the saved search. Is this a current limitation of the system… -
how to translate sales method in japaneseI have created one custom sales method in English UI . but when I am login to Japanese language it still coming in English language . I have used User interface Text but… -
Analytics drill is not working on oracle CX Sales mobile AppSummary: I have created an analysis for mobile app, its working fine but when i tap on mobile for drill. It automatically navigates to following URL. but you see 'https/…
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How to filter pricebooks based on fields Resource in opportunitySummary: We have requirement to filter pricebooks in opportunity based on BrandSalesGroup_c assigned to logged in user which is in Resource object. Content (please ensur…
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Sales: Limiting Resource Picker for UsersSummary: Limiting the resources that a user can see then add or assign to records (like accounts) Content (please ensure you mask any confidential information): Currentl…
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Attachment upload dateSummary: Hi Team, We are trying to upload attachments to opportunity using OOTB attachment entity, Is it possible to put a time stamp for date/time that these files were…
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How to implement Create trigger in next gen salesSummary: We have one create trigger in childRevenue which defaults value from opportunity there. Content (please ensure you mask any confidential information): We have r…
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How to fetch files from UCM and move to different serverSummary What are the options to fetch file from UCM and move to another server location by automaticContent BICC extracts files into UCM and those files are generated da…
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How to modify CX Sales UI layout for Standard & Custom objectsSummary: How do I modify page layouts (outside of Application Composer) for CX Sales? Do I have to use VisualBuilder for this? Content (please ensure you mask any confid…
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Smart Action Assign on All Accounts To be RenamedSummary: Smart Action is not visible in Application Composer and needs to be renamed Content (please ensure you mask any confidential information): Hi Team, In Workspace…
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REST API to fetch Source System DataSummary: Is there any REST API to fetch Source System Data. We do have a SOAP WSDL - https://servername/crmService/FoundationSourceSystemService?WSDL But we wanted to kn…
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re-activate contactsSummary: Re- activating contacts made inactive by mistake Content (please ensure you mask any confidential information): Hi, Is there anyway to re-activate the contacts …
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Calculated Field is not visible for Sales Read-Only UserSummary: Calculated Field is not visible for Sales Read-Only User Content (please ensure you mask any confidential information): At the opportunity level, there is a cal… -
Error in Partner Relationship Management Assessment.Summary: The Following error thrown by the system when the custom partner assessment template is added. "The assessment template is invalid for the source object. (MOW-2…
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Phone ValidationHow to add phone validation so that it show error message "Enter Valid Phone.." on saving the record when phone's fields are empty **This post was created as part of a …
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BPM Worklist data not visible to custom roleSummary: BPM Worklist data not visible to custom role Content (required): I have created a brand new custom role who should have access to only few objects in the applic…
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In oracle sales>opportunity creation page.Summary: In oracle sales>opportunity creation page in the field of project leader the name appears in first,middle and last name order, customer wants the name format to…
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how to get data from a report created via API?Summary: we have a report created using reports and analytics and we want to know how can we get data from a report created via API? Content (please ensure you mask any …
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How to change the Project leader name format.Summary: 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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Can you move a Customer Registry from one Account Address set to another.We have a customer in Australia who was originally set to correspond to our English Business Unit. However we want to move that customer to a US based business Unit. If …
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Can we migrate the customization from one customer environment to another?Hi Team, I'm just curious to know if we can migrate the customization done in Oracle Sales and B2B service cloud of one customer ENV to another customer ENV. I'm aware o…
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Subject Area for Resource and its Resource Org and RoleSummary: Report that shows list of Resources and their assigned Resource Role and Organization Content (required): Which subject area can I use to create an analysis tha…
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Filter the possibility of having a value in a multiple selection list Oracle CXSummary: Hello Community, I hope you are well It is required to validate the choice of a specific value in a multiple selection list, but since it is a list of this natu… -
How to get Cascading or Constrained LOVs using REST APISummary: to get Cascading or Constrained LOVs using REST API Content (required): to get Cascading or Constrained LOVs using REST API Version (include the version you are…
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Any one implemented Microsoft teams with fusion cx?Summary: Any one implemented Microsoft teams with fusion cx? We have to do set up in microsoft application and ODA application . and later enter details in fusion CX app…
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How to delete a single contact among Multiple contacts from Account using an APISummary: Hi All, I am trying to delete a contact which is Under an Account Site. I need to delete only a single site even if there are multiple sites under the same acco…
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How to get Account Number & Site Number in Customer DetailsSummary: Hi, I am trying to fetch Account Number & Site Number details from Finance to CX Customer details. In this picture Red color was Customer Number in CX & Blue co…
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REST API for Party numberSummary: Hi I am looking for Rest API for getting Party number of specific customer. Regards Mayur Content (please ensure you mask any confidential information): Version…
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Is it possible to convert a User account (not a Person record) into a Resource?Summary: Is it possible to identify a User (created directly from Security Console and is not a Person record) as a Resource? Content (please ensure you mask any confide…
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How can we get approval on Appointments (Monthly Schedule)The sales team needs to create a monthly schedule (appointments with different accounts/customers) and get it approved by management. After approval, sales representativ…