Configuration
Discussion List
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How can I show the description of the UOM and not the code at the product line levelSummary: How can I show the description of the UOM and not the code at the product line level in leads and opportunities? Content (required): We want to display the DESC…SERGIO BARRETO 31 views 1 comment 0 points Most recent by Dave Prasad-Oracle Product Master Data Management -
How to remove fields from the contact address sectionSummary: Greetings! How can I remove the fields 'Postal Code' and 'Address Line 3' fields from the Contact Address section in the lead creation page. Thank you. Content …
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Its important to know if there is ability to add quota for specific product item not groupWe need to add new sales goal for specific a certain product not a group. For example: we have one resource , we need to say that this resource will sell for example 10 …
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Modify the Opportunity Outcome valuesSummary: We don't want to have a value of "No Sale" as an Opportunity Outcome, what is the best way to remove that from the list of options for an Opportunity? Content (…
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Roles required for Resource DirectoryHi, What roles are required to access Resource Directory please ? -
Page ComposerHi, What exactly the role is required to have Page Composer enabled for my username please Thanks
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How is it best practice to update the team members associated with an account?Summary: We are currently undergoing a commercial force maintenance process due to a change in the company's strategy. Therefore, it is necessary to start an update proc…
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Replacement Options for Oracle Social Network That Works for CX Sales MobileSummary: We are attempting to implement Oracle Social Network(OSN) as we need a method of communication where users can message and collaborate between each other on the…
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How to add to additional fields to the list of filter fields on Opportunities subtab of AccountSummary: How to add to additional fields to the list of filter fields on Opportunities subtab of Account Content (required): User wants to add 'Close Date' field to the …
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Migration T2PSummary: We are planning to move the changes using 'Migration' for oracle sales cloud, with this Is there any Impact on ERP screen of CX. Content (required): This is to …
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Unable to search activities under contactSummary: Contact - Activities tab - Can't see search activities option as shown below Content (required): Below marked section is missing Version (include the version yo…
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How to remove appointments which are completed or cancelled from the 'My Appointments'Summary: Greetings! Can anyone assist me on how to remove appointments/tasks that are 'completed 'or 'cancelled' from the 'My Appointments' present under Sales Infolets …
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Is it possible to create views for creating and editing objects - CX Sales Mobile App ComposerSummary: I would like to know if it is possible to add Views for creating and editing objects. For example: A view for creating an Opportunity and another view for Editi…
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What are CRM Objects/Module that have dependency to user primary Business Unit?Summary: currently we are utilizing the multiple BU's in our applications, in which some user have primary BU selected in their resource organizations. and we notice its…
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Integration of SMC with RMCS related to Unit SSPSummary: Greetings! How to verify whether Unit SSP is enabled in SMC ? Thank you. Content (required): Version (include the version you are using, if applicable): Code Sn…
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How to change the Field in the Find section on the Landing Page?**This post was created as part of a How to Service Request (SR)** Summary: By Default, a Custom Object gives the option to Find on "Record Name" field on Landing Page. …Varun Malhotra-Support-Oracle 61 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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Custom Contact DCL should work like a standard Primary ContactSummary: Custom Contact DCL should work like a standard Primary Contact Content (required):We have requirement of creating a Contact DCL field (Secondary Contact) that s… -
How to restrict/set max size of attachment for an object?**This post was created as part of a How to Service Request (SR) Release: 11.13.23.01.0 Summary of the question: How to restrict/set max size of attachment in Account ob…Umamaheswarareddy Ambati-Support-Oracle 41 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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23A new feature: Enable Territory-Based Access to Custom ObjectsSummary: 23A new feature: Enable Territory-Based Access to Custom Objects You can provide resources with access to custom object data, where access is based on the resou…Vini Rastogi-Support-Oracle 43 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales -
Is there a way to create a Create Opportunity Smart Action on Activities in Workspace?Summary: We are looking to create a Smart Action for Activities in Workspace to Create Opportunity. We have tried several different ways to create this particular Smart … -
What are Implications of increasing number of fields for workspace filter?**This post was created as part of a How to Service Request (SR)** Version (include the version you are using, if applicable): 22D Summary: What are the implications of …Varun Malhotra-Support-Oracle 62 views 2 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales
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How to import packages in groovy?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: Is it possible to import a java library package into groovy? I nee…Syed Misbauddin-Support-Oracle 104 views 3 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Sales -
How to enable lead creation from activity pageNeed to add create button in the search lead page in the appointment details page -
Reports in the oracle cx sales mobile app does not return any dataSummary: Reports in the oracle cx sales mobile app does not return any data; cannot see/access any reports. What could be the reason for this? and how to fix it? Thank y…
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How to remove the 'Add' button from the account edit layout?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: On the Account edit page ( Navigate to Sales - Accounts …Robert Mutton-Support-Oracle 71 views 2 comments 0 points Most recent by Robert Mutton-Support-Oracle Sales
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How to Hide Save and Close Button?**This post was created as part of a How to Service Request (SR)** Version (include the version you are using, if applicable): 23A Summary: How to Hide Save and Close Bu…Varun Malhotra-Support-Oracle 203 views 2 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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Create Custom Subject AreaHi, Please help with the steps how to create custom subject area from the custom data model ? Thanks
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Best Practices for Industry ValuesSummary: The default values in the Industry Field are not as accurate for our business as we would like, what is the best practice to have your own list of Industries. S…
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Saved search in the custom objectSummary: We have create the Saved Search in custom objects with 'contains' , but it is not giving the results in the search bar. Content (required): From the attached sc…
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Modify fields in Manage Account Hierarchy PageSummary: Content (required): Hi Experts, Asking if there is a way to modify the Manage Account Hierarchy page, especially modifying the fields in the list view. We have …