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Sales
Discussion List
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Usage of processCSResourceSummary: Usage of processCSResource Content (required): I found the method processCSResource in the following document: https://docs.oracle.com/en/cloud/saas/sales/oesws… -
Control access to the Workspace module so that a role/user cannot delete opportunitiesSummary: It is possible to control the access to the Workspace module as it is evident that a user can delete opportunities. How can we control the actions button in the…
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Looking for clarification on having sales people be listed as contacts vs only being resourcesSummary: We have our sales people created as Contacts in CRM. They are also Resources. When we are using the latest Outlook plugin and it is having an issue with some of…
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Under what parameters do the AI Lead scoring and Opportunity Win Probability work?Summary: We have implemented some Sales Intelligence functionalities such as: AI Lead scoring, Opportunity Win Probability. However, we are not clear about the reason fo… -
How to change Accept to Accepted LOV in Appointments CX Sales Mobile?Summary: When a user is invited to an appointment and views that appointment on their mobile app, the appointment response labels can cause confusion. For example, while…
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Can we open a Quote Screen from CX DashboardSummary: We build a dashboard for quotes using standard subject area in analytics , there we have a information of Opportunity and Quotes. If we want to navigate to Quot…
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How to import in Import Management without triggering the required attributesSummary: I'm trying to update historical data but the required attributes are being triggered during import Content (please ensure you mask any confidential information)…
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Data Extraction Tools and optionsSummary: Hi, I'm looking for an information that any tools or approach on how to extract the data like transactional, configuration and master data from Oracle cloud acr… -
Attachment Validation Not workingSummary: I am written attachment validation. Like user should not allow to delete attachment in custom object. below is my code def allattach = Attachment while(allattac…
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How to fetch OSC attachments using deep link in reportSummary: We have requirement where we need to navigate to pdf document which is attached in custom object when we click on Report. It should open directly in new window …
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Best practice to re-assign a sales team when the sales leader leavesSummary: The current sales leader is no longer with the organization. What is the best practice to put in a new sales leader so the Hierarchy, Territories, Quotas, etc a…
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How to rename My Favorite Accounts, My List for Accounts in the workspace search listSummary: How to rename My Favorite Accounts, My List for Accounts in the workspace search list Content (required): How to rename My Favorite Accounts, My List for Accoun…
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How To Map A Custom Object Field in CDM to pull Credit Limit from AR using Application ComposerSummary: Can we map field in a Custom Object to pull the Customer Credit Limit from AR using Application Composer Content (required): Can we map field in a Custom Object…
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[NGS - CX Sales] How to configure the Automatic Send Email Navigation upon clicking an Email id.Summary: Use Case: In the Account Team Member panel, when clicking on the "Resource Email" field, a "Send Email" dialog pops up. We observed that the "Resource Email" fi…
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Address Page Layouts IssueSummary: We have created custom address layout and added few custom fields . This layout should be visible only for OSC Accounts. How to restrict from partner address. C…
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Unknown Contacts Locking RecordsH,i opened an SR but was told to post in CCC, Main Question: Is it possible to unlock a record from another contact that dosent exist in the system anymore? We are occas… -
Confirmation Needed: Object Trigger and Object WorkflowSummary: Hi, I need your help to confirm the following behavior for Object Trigger and Object Workflow. If I create/update CX object data from ERP UI, object trigger and… -
[NGS - CX Sales] How to configure the Navigation Link on Header/Panel Layouts in Redwood.Summary: Use Case: In the Account's Header section, the "Website" field provides a link that allows direct navigation to the website. Similarly, the "Website" field is a…
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How to set custom object data visibility based on security roles (CX SALES)?Summary: I need to filter data in a custom object by using an SQL filter inserted into a security role Content (required): I want to filter the data in a custom object b…
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Does the reference code allow double-byte characters?Content (required): 1.Enter the sandbox and start Application Composer 2.Select any object and create a Choice List (Fixed). 3.Create a Lookup Type. When creating a choi…
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Is there a way to update HZ_PHONE_COUNTRY_CODES in UI?Summary: Is there a way to update HZ_PHONE_COUNTRY_CODES in UI? Content (required): Hi community, There is a Kosovo country code missing. So I am curious if there is a w… -
How to differentiate landing page based on lov valuesSummary: We are using standard opportunity object as a copy and created two other modules(Procurement and Job Authorization). As per the attached oracle community docume…
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Update the size of the table for Revenue LinesCan we update the size of the table that displays the Revenue Line items in the opportunity, so that the users don't have to use the slide bar table inside the opportuni…
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How to combine Tasks/Appointments/Call Reports in 1 tile in CX Sales Mobile?Summary: On the Desktop, Appointments/Tasks/Call reports are in 1 Object which is the activity object, but on the CX Sales Mobiles it is separated individually, is there…
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Error while updating Cust Contact point "Attribute PartyId in view object PersonParty cannot be set"Summary: Getting error while updating customer contact point using webservice as "BO-27008: Attribute PartyId in view object PersonParty cannot be set." Code Snippet: Re… -
CDM AVCS Data Source for US address verificationSummary: Hi, I noticed that Loqate and Vertex has some geography data mismatch especially city name element. This is causing address data sync issue from CDM (using Loqa…
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Chat feature for CX Users on Objects.Does Oracle plan on implementing anything similar to the "Chatter" Feature on SalesForce? It would be super helpful to have the ability to TAG other users on Opportuniti…
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How to change record set list values in CX SalesHi, Is it possible to update record set list values, ex I need to update 'My subordinates own' to 'My team own'.
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REST API Web service returning nullSummary: REST API Web service returning null Content (required): def WService = adf.webServices.XX_OSS_GetEmailDomain def Headers=['Content-Type' :'application/json','RE…
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How to change the object name on Summary page from "Account Splits" to "Opportunity Splits"Summary: Hi, We have Type(Type_c) custom attribute for Custom Object called "Account Splits". And based on Type(Type_c) value the object name should be customized at Sum…