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Sales
Discussion List
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About organization-wide attachment size/number limits Content (please ensure you mask any confidential information): I am investigating Attachments in CX. From the following, we learned that the upper limit of attachment fi… -
Using Opty Revenue field in Opty object trigger is getting an errorSummary: Meet Sales stage condition and updates in custom field found in Revenue Lines should execute action. However, adding the custom field in the script is not retur…
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Does registering web service in CX Sales supports OAUTH 2.0?Summary: We have a requirement to consume a web service from a 3rd party APIM using OAUTH 2.0 without using Oracle Integration Cloud. I saw in Register Web Service authe…
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CX Sales Mobile: How-to enable Lead Qualification Template/AssessmentsSummary: How to add the Lead Qualification Questionnaire to the CX Sales Mobile app Content (required): Are the Lead Qualification Questionnaires available on the CX Sal…
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Can we create a custom tree in CX for customers?Summary: Looking to find out is there a way to create a custom tree and assign it to the two tasks mentioned below. 1. Create Hierarchy 2. Customer Paying Relationships … -
Date difference in hoursSummary: How to calculate date difference between Datetime now and date from datetime field in groovy in hours Content (required): Version (include the version you are u… -
How to Remove Geography alternate name [hz_geography_identifiers] via oracle sales cloud ImportSummary: How to Remove Geography alternate name [hz_geography_identifiers] via oracle sales cloud Import Content (please ensure you mask any confidential information): V…
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Is there any document about PartyUsageCode, how does it impact a customer?Summary: I'm working on the hubOrganizations and hubPersons REST interface to create organization/person in Fusion. The field "PartyUsageCode" is mandatory. Referring to…
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Hide or remove Structure icon displayed in the menuHello I am creating a role that can only manage users, organizations, positions, among others, however, the Structure icon appears in the menu. When I try to hide it wit… -
Is there a way for job process to automatically be submitted when a new user is created via REST APISummary: We are trying to explore using REST API in creating user resources in Oracle Sales Cloud. Based on the documentation on creating users using REST API, there are…
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Ability to create and update contacts for sales while protecting and isolating ERP contactsSummary: As on CX User I must have ability to create and update contacts for sales while protecting and isolating ERP contacts so that CX users can maintain sales contac…
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Custom report from Audit tableSummary CDM audit tableContent customer wants to see changes on Contact and Account in SUI. Anyone created custom reports based on audit tables (e.g. hz_organization_pro… -
Error 401 on webservice call using generated token Opty outbound to azureSummary: Have registered two external webservices to used in Opty trigger. Token gets generated but receives 401 when doing the POST request Content (please ensure you m…
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Can we use DFF as filter in 'findCustomerAccount' operation of 'CustomerAccountSerivce' webserviceHi, We have a requirement to filter the CustomerAccount and contacts information only by using a DFF (configured at Account Contacts level).We are passing CustomerAccoun…
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Facing issue with FTP Server setup in OBIEEHi All, We are setting up the FTP server in OBIEE to burst the BIP report output to FTP server. But the connection is failing after passing the Server, Host, Port, Secur…
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POST works from POSTMAN and got error in groovyHi I am able to POST and getting the response from 'Postman' but when I create a Web Services and use it from groovy I receiving the 400 error. Can you please help me to…
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Express ReportHi, I created express report on Opportunity object but is showing as blank. But when I click on the report either of them are returning as blank -
Does the Oracle security model support only ownership visibilty? (i.e. only records I own)Summary: Curious if it is possible to only allow a resource to view records they own. This also includes record results that show up in a DCL field if you start to type …
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Is it possible to invoke a Groovy "Global Function" via REST call?I want to find out if invoking a Groovy-implemented Global Function is possible. And if so, how to do it. -
How to add SiteUseType to Existing party SiteSummary: I have an existing site with SITE USE TYPE as "BILL_TO" for an organization and I wanted to add a new SITE USE TYPE "SHIP_TO" with the same address for the orga…
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Can the close date field on opportunities be left blank during opportunity creation?Summary: As it stands now, when an opportunity is created, the close date automatically populates. This makes it so opportunities often times opportunity close dates com…
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You must enter a value for the created-by-module attribute of the entity EdiEOI am trying to create organization customer with the below payload and getting below error
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How to do proper error handling in REST WebServices?Summary: I want to do proper error handling with REST WebServices and looking at the documentation I found that: def conn = adf.webServices.GetTicketForAccount try{ // P…
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User is having issue when entering an address in REASummary: Seeking your Inputs on this Issue, thank you in advance. Content (please ensure you mask any confidential information): Version (include the version you are usi…
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How to make all fields visible for CX Sales for Microsoft 365?Some of the standard fields cannot be searched in the Available Fields and be added on the Details page. How to make all fields available?
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can we insert data into database directly instead of hitting an endpoint url from webserviceSummary: In sales cloud do we have provision to insert real time Opportunity data into database directly instead of hitting an endpoint url from webservice? whenever an … -
how to use EDLC to to download the attachment filesSummary: We need export PDF doc from Custom object. Content (please ensure you mask any confidential information): Version (include the version you are using, if applica…
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ESS Job to change Resource User names based on changes in Manage Name FormatsSummary: Hello, We perform a change on CONCAT_NAME_DEF in Manage Name Formats by removing the Middle Name in the format layout. We were able to successfully save the con…
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Is there a way to enable attachments on notes object?On the notes object under accounts, is there a way we could enable attachments?
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Is there a way to email Dashboards on otbi agent?Summary: I have a couple simple dashboards that I would like to send as a singe excel sheet to managers instead of sending them 3 emails with each page. Is that possible…