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Discussion List
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How to display Lead's Owner's manager in workspace UI.Summary: Our customer has requested to add the Lead's owner's manager in workspace - lead view. We have looked for option in 'Configure Adaptive Search' and field names … -
How to make Scheduled Process Job output visible to all users with System Administrator roleSummary: During Scheduled Process running we can output to a text file, which is stored as an attachment to the job. This attachment is visible only to the user who ran … -
Merge: Define Surivorship for CustomObjectsSummary: Dear all, we merge accounts. For accounts we do have a m:n relationship to a custom object. With a merge all custom objects would be linked to the survivor. Thi… -
CDM approval workflowSummary: 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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Asset visibility in Sales of CPQ productsSummary: In our architecture we will integrate Fusion Sales and CPQ application. Customers in Sales are in hierarchy and so we have for example that customer A (holding)…
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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… -
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 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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How to create a 'Create Service Request' Quick ActionSummary: Using the below picture as reference, is it possible to make a similar type Quick Action button for creating a Service Request, and if so, how? Moreover, where …
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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… -
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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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 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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How does CREATED_BY_MODULE = 'ZCM' created?How to replicate this CREATED_BY_MODULE = 'ZCM' in Relationship? I tried doing 1. a. Drill down to account b. Navigate to Contacts subtab c. Search and Add Contacts d. C…
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How was RELATIONSHIP_CODE = 'BOARD_MEMBER_OF' created?How was RELATIONSHIP_CODE = 'BOARD_MEMBER_OF' created? Is it related to CREATED_BY_MODULE = 'ZCM'?
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Need to show the translations in other languages for Action Plans, Actions and ActivitiesSummary: We need to show the translations for Action Plans and related Actions and for the Activities related to the Sales Method of an Opportunity when a uses choose to…
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Image in ColumnHi, I selected the image in the column properties but when I run the report it is showing up. below is the blank space where the image should have visible which is not s… -
How to Disable DCL AutofillSummary: I would like to disable to capability of being able to type in a DCL field and have it produce results, e.g. in a Primary Contact DCL field on Lead, if I type t…
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How to send reminder notifications to the owner of activity daily?Summary: Hi Team, We need to send reminder notifications to the owner of activity daily until the activity is completed. Is there any standard solution to achieve this? …
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CX Object and Database Mapping SpreadsheetSummary CX Object and Database Mapping SpreadsheetContent Do we have a mapping sheet for standard object/attribute and DB table/column? For customer object/attribute, I … -
How to auto update lead status to converted when connecting an existing opportunitySummary: When we connect an existing Opportunity to a new Lead, we are looking for a way to auto update the Lead status to Converted. Content (please ensure you mask any…
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Is it possible to run schedule process only in business hoursSummary Schedule Custom Groovy Function process is scheduled for every 1 hrContent Is there an option to run this schedule only in business hours? Like 8.00 AM to 6.00 P…
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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 … -
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… -
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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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
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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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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 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…
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How to hide/eliminate a section in the page layoutSummary: In the Lead page in CX there is a section that i need to eliminate or hide, when i try to modify the page layout of Lead, that section is not there to eliminate…