Configuration
Discussion List
-
project number not generated through opportunity pageSummary: While creating an opportunity and selecting create project checkbox, the project number should be auto populated after selecting the project template but we rec… -
Integration of Opportunity to external app via web serviceSummary: There is a need to POST an opportunity ID to the external app via API after clicking save. Does this need to go through OIC or can be direct from Webservices an…
-
Can we translate the custom error and validation error messgaesSummary: we are using 2 languages in the system ,so when it comes to translate from English to Arabic all the standard fields & error messages are coming automatically. …
-
Owner LOV display behavior for Opportunity and Custom ObjectSummary: Hi, I'd like to confirm the system expected behavior on 23D for Owner LOV on Opportunity and Custom Object - If I have inactive (end-dated) and active resources… -
How to Personalize the Standard Message that send Oracle When I create an activitySummary: I want to personalize the standard message that are send Oracle when an user create an activity Content (please ensure you mask any confidential information): I…
-
On User level, Revenue lines needs to be updatable and read only.Hi Team, I am working in the Sales Cloud, Configuring multiple pages for approvals and those pages depend on multiple fields and User basis. Meanwhile, I got a requireme…
-
Are Custom Field Values from Custom Objects stored in PageFlowScope Variable? How can I access them?Summary: Getting Custom Objects Custom Fields Values from PageFlowScope Variable Content (required): Hello, I added an OTBI analysis to a custom object details page (Ana… -
23C upgrade issue impacted custom layout for Account objectSummary: 23C upgrade issue impacted custom layout for Account object Content (please ensure you mask any confidential information): Hi All, We have observed that post 23…
-
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.
-
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…
-
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…
-
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… -
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 …
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
Ability to Manually Change the Contract Status to ActiveIn CX Sales, the requirement is to be able to manually change the status of a Contract to Active. The use case here specifically is contracts signed outside of DocuSign.…
-
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… -
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 …
-
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 …
-
Embed Map in Contacts sub tabHi, I need to have custom sub tab in contacts page to locate the address say with post code (UK) or zip code (US) Kindly assist on the customization please Thanks -
Routines are scheduled for Daily but they are not running, but able to run manually.Summary: We are updating the Custom field value in Lead using Routines and the Routine is scheduled on daily basis , but it is not running until go and run manually why?…
-
Limit Custom Object record visibility using field equals to Current user accountSummary: Can not use custom fields to control data access previlege for Custom Objects. In ERP and SCM cloud application Content (please ensure you mask any confidential…
-
How to change task in Business Process FlowSummary: How to change to use SerialBusinessValidationApproval from SerialGivenUserNameApproval in Business Process Flow Content (required): I copied one business proces…
-
What are the roles needs to enable Account creation only for few usersSummary: Currently, we have to removed the Account Creation for all the users, now we want to give the creation access to some users only so what privilege's/roles needs…
-
We want to create new lookup value in Activity TypeSummary: We want to create new lookup value in Activity Type. For that we have created a lookup in Manage Standard Lookups for this Lookup Type (ZMM_ACTIVITY_TYPE). We h…