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Sales
Discussion List
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Can we include a Hyperlink in Display Label of Fixed Choice List Field?Need to include a Hyperlink in Display Label of Fixed Choice List Field.
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CX – How Generative AI Will Change Customer Experiences ForeverWhen: Dec 6, 2023, 9:00 AM – Dec 6, 2023, 9:45 AM (PT) Location: Register for Event Description: Get Ready for the Next-Gen Customer Experience With Rob Tarkoff, Executi…
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How to create multiple records using Rest API in single payload for Custom Object?Summary: We have created a custom object and we are trying to create multiple records using the Rest API. We have checked this document "REST API Batch Processing To Cre…
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Where would I find the log files in our Fusion CX Sales instance?Summary: Looking for diagnostic/incident logs Content (please ensure you mask any confidential information): Hi all, During code development today I got an error message…
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Using Score/Results of Assessments to Update Opportunity FieldSummary: Our organization would like to use the assessments capability on the opportunity object to prompt the user to answer a series of questions, which will then calc…
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Contact Point Unique ID Groovy Custom CodeGood morning, We want to make the Contact Point ConflictID field unique and non-repeatable, using Groovy code for this. But searching, we couldn't find how to do it. The…
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Post text data to CLOB fieldSummary: Hi Team , Would it be feasible to post text data (without base64 encoding) to CLOB field and handle it via custom code/config to convert to base64? TIA Content …
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How to call custom messages in groovy?Summary: We defined custom messages in Manage Message setup task. We need to display the message over UI Content (required): When certain condition fails, we need to thr…
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Migration of SRs from Salesforce CRM to Next Gen Help DeskSummary: Is it possible to Load history data from legacy (Salesforce CRM) to Next gen Help Desk ?
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Is CREATOR_PARTY_ID of ZMM_NOTES refers to Resource PartyId?Summary: I am loading the Account Note from one POD to another POD with following attributes. "CURRENCY_CODE,SOURCEOBJECTID,NOTETYPECODE,VISIBILITYCODE,NOTETITLE,CREATOR…
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How can I add additional Value in a Choice List (Fixed) Multiple Select Choice List? using functionSummary: Ok so there is an existing field that has multiple values from the Choice List, and I am trying to setAttribute but do not want to overwrite the current values …
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Customer Address upper caseTeam - When we went live last year , we loaded default geographies. Now customer wishes to change address format to all uppercase. I found this note but not clear if thi…
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How to access Party Source System Reference for Contact object using Groovy ScriptSummary: I need to retrieve the "Party Source System Reference" field from the "Contacts" standard object using a groovy script. This field is not visible in BI and also…
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data masking for fusion cloudSummary: 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 delete partner ?Summary: Need to delete partner made by mistake. Code Snippet (add any code snippets that support your topic, if applicable):
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Workspace Search Filters -- Adding OR conditionSummary: We want to create a saved search within Workspace using the filter fields. Only two filters have to be applied, namely 'Owner' and 'Responsible partner' (custom…
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How to send Reminder Emails with Custom Email TemplatesSummary: We want to send a reminder notification to users if status remains as 'Approval Pending' after every 2 days. We tried to achieve this using Execution Schedule u…
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Create lead against an account from mobileSummary: I don't see the Lead tab from the Account object. I want to create leads against the account from the Account object. Content (please ensure you mask any confid…
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Trigger behaviour in Microsoft 365 IntegrationSummary: Hi Team, We do have Microsoft 365 integration turned on for sales. Users do create opportunities via plugin . But it appears the field level triggers configured…
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What is limitation On page layout for Custom object?Summary: We have custom object & we need to create some 24 page layouts based on some condition. what is limitation of page layout creation for detail page for Custom ob…
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Global Search powered by Adaptive SearchSummary Global Search powered by Adaptive SearchContent Customer wants to enable global search powered by Adaptive Search. Do we have any document which details the setu…
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Customer Requirement: Update Contact Foldout Layouts to Fix Campaigns Display - 23D Redwood SalesSummary As an improvement to the consistency and layout of the Contacts landing page (the Foldout), the 23D release will be changing which object is displaying in the pa…
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How to change lead landing page from the image on the left to the right one ?Summary: Hello, I need to update lead landing page to the new layout which provides more features and more actions as attached Content (please ensure you mask any confid…
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EBS to Oracle cloud mapping for below mentioned columns.Summary: Could you please help us to find the correct EBS to Oracle cloud mapping for below mentioned columns. Content (please ensure you mask any confidential informati…
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Not able to enable fields in an adaptive search for contact object.Summary: Not able to enable NumberOfOpenLeads and NumberOfOpenOpportunities fields in workspace search in Contact Object. Content (please ensure you mask any confidentia…
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can you use year 2297 in Eloqua date rangeSummary: 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 Query data from REST webservice Json resultHi Everyone, Hope you are doing well. Here i want to query the data from a result which i received through REST webservice(Json). this is the script i am using.. "record…
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How to Add a "Next" or "Previous" button in Accounts overview Page like in WorkspaceSummary: How to Add a "Next" or "Previous" button in Accounts overview Page like in Workspace, Do we have any configuration to directly Add the buttons without any scrip…
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How to remove or delete the save search in workspaceSummary: User has created a save search in Workspace and by mistake have set it for everyone. How can we delete the save search in workspace. Content (please ensure you …
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How to implement AI for SalesSummary: How to implement these two features of AI for Sales Opportunities and guided selling: 1. Opportunity win probability 2. Opportunity Recommended actions Content …