Configuration
Discussion List
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How do I remove a value from a custom lookupSummary: I added a value that was incorrect in a Custom Lookup Value and want to delete it. I haven't used the value anywhere so there are no dependencies. Where do I go… -
How to include new field in the PIM to Sales cloud product integrationSummary: We are planning to introduce new field in PIM to hold additional info related to product. We would like to know how to include new field in the PIM to Sales clo…
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How to Set Up Automated Round-Robin Assignment Based on Fields in Oracle Sales?Summary: How to Set Up Automated Round-Robin Assignment Based on Fields in Oracle Sales? Content (please ensure you mask any confidential information): Hello everyone, W… -
Generating a Sequence number for a custom field in CDM?Summary: Hello Team, We need a Custom field which will be a sequence number. For example the highest value = A1000000 and it should start with A0000001. Can you please l…
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Associate multiple contacts to same partner or account address ?Summary: We have a requirement that an account address can have multiple contacts associated to it. When we check standard implementation we can find only 1-1 mapping be… -
Quotes And Orders Tab Missing for OpportunitiesHello, Why the Quotes and Orders subtab are not visible in Opportunity, despite exposing it from the application composer
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Have a field for a Customer Signature in CX Sales Mobile AppContent Hi, did anyone have a similar requirement, where the customer wants a field in CX Sales Mobile App to be used on tuoch-based devices for the signature via touch … -
Error Pop Up - ADF_FACES-60097 Server Exception During PPR #4Summary Error Pop Up - ADF_FACES-60097 Server Exception During PPR #4Content Hi All, When user clicking on the property from the Opportunity object an error was throwing…
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Not able to filter subview data for the cx-panel in Redwood SalesSummary: We have created a panel using the fragment cx-panel in Account object with the resource as 'serviceRequests'. Now the issue is when we click View All standard a…Sreekanth M, Oracle-Oracle 145 views 11 comments 0 points Most recent by Haresh Pahilajani-Oracle Sales -
How to remove "create Appointment" action from Workspace from Activity object.Hi Team, I want to remove "Create Appointment" action from workspace. Can you please me to achieve this requirement. Below is the screenshot of the same.
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Groovy Scripting : Set Attribute of Custom Field Based on the Value of Standard FieldIn relation to my previous inquiry Groovy Scripting: Split / Trim, I have made it work. However, since formula text field cannot be displayed to OTBI analysis report, I …
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Is there a way to change decimal precision value for amount fields?Summary: Is there a way to change decimal precision value for amount fields? Content (please ensure you mask any confidential information): Hi All, We have a requirement…Hrushikesh Patil 34 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Customer Data Management - Oracle fusion CX Sales Contacts - Guidance for best practiceSummary: We are planning to implement Customer Data Management (CDM) for Contacts and are seeking best practices for selecting the master record. Could you please assist…
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DCL filter not working with advanced filter and expressionSummary: DCL filter not working with advanced filter and expression Content (please ensure you mask any confidential information): Filter applied on DCL on custom object…
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Issue with Orchestraction ActivationSummary: I have activated the orchestration after creating it, Added the orchestration Layout(cx-orchestration catalog) on the Opportunity Details Page but unable to vie…
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Can't generate visualization The criteria used for the visualization doesn't return any data.Summary: I’m trying to configure the sales dashboard in Oracle Fusion CX Sales, but I keep encountering an error message stating that “no data is available.” Despite thi…Fareeha Altaf 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Activities cannot be searched using search box on App UIWe cannot search using the search box in Activities. Even if I am the owner, I cannot use it to search my own activities. For example, when we are trying to search in se…
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Best Practice Advice on Account Management data accessSummary: Hi all, I needed some best practice advice for a BFSI customer on how can we deliver the following use-case in the most standardized way within Oracle CX Sales … -
How to Add Revenue fields in opportunity landing PageSummary: Hi, we are not able to add Revenue fields in opportunity landing Page. please help Content (please ensure you mask any confidential information): Version (inclu…
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CPQ - How to default From Name in Email?Summary: How to default From Name in Email ? Please find the screenshot for reference, shown From Name marked in red. Content (please ensure you mask any confidential in…Nalsoft Pvt Ltd 22 views 1 comment 0 points Most recent by Niladri Roy Chowdhury-Support-Oracle Sales
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In Redwood,facing issues with OrchestrationSummary: In redwood sales, While testing the orchestration, under the Success Criteria , unable to select any option in "Next step to Success" or "Next step to Failure" …
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Field enabled for adaptive search is not availableSummary: As a part of some enhancement , I created one custom field on opportunity object. That field I enabled on adaptive search. After that , I did partial publish Th…
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Access all the ESS logs/Files submitted by other usersSummary: Hi, Everyone. Is there a setting/Profile Value to enable in Oracle Sales Fusion / CRM. where all the users with ESS Monitor Role can access all the ESS logs/Fil…Christian Gerald Patacsil 130 views 20 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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Video: Expanding the Edit Page to 3 or 4 ColumnsExpanding the Edit Page to 3 or 4 Columns Adjust the number of columns on the edit page behind the details button to responsively show more that the standard 2 columns. … -
Get User Status in CX Sales CloudHello Team, I am interested in obtaining the user status, whether it's Active or Suspended, from the resource directory using a Groovy script. Is there a feasible method…
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Display Details as hyperlink on header layout of custom objectSummary: How can we display opportunity link in Custom Object header layout? Content (please ensure you mask any confidential information): We need to display opportunit…
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Table which stores Contact phone number and Contact created by detailsSummary: Table which stores Contact phone number and Contact created by details Content (please ensure you mask any confidential information): Hi, We are looking to fetc…
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How can to restrict quota view by business unit?Summary: I need to ensure that users can only see quotas relevant to their specific business unit. Please provide steps to configure.
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Sorry, I'm experiencing some technical difficulty on my end. Please try again in a bitSummary: When trying to enable sales assistant on Ms teams It is showing this Error. "Sorry, I'm experiencing some technical difficulty on my end. Please try again in a …
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Custom Business Event for Customer HoldSummary: Hi All, I have gotten requirement to have the custom Callback Business event on customer hold changes as standard not there. Can anyone help if i can create cus…