Configuration
Discussion List
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How to remove fields from searchHello! I want to remove the fields, 'Record Name', 'Owner' from my search. How can I do that? Thank you. Content (required): Version (include the version you are using, … -
Cannot access sandbox tool, 'Manage Service Mappings'Hello! I have created a sandbox and added the tool 'Manage Service Mappings'. However, I cannot access the 'Manage Service Mappings'. What could be the reason for this? …
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Assign Territories based on Parent Account attributeSummary: Is it possible to have a child account be assigned territories based on his parent account information. Version (include the version you are using, if applicabl…
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Are there privileges that can be used instead of seeded CX ones?Summary: If we want to remove or revoke the following Privileges from the roles, could there be a downstream issue? Privileges name: View Trading Community Resource Deta…
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How to change the Summary subtab nameSummary: How to change the Summary subtab name Content (required): Hi , We are looking to change the sub tab name on Lead from Summary to Lead Details.How can we do this…
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Remove Contact Address section from the Lead Details PageSummary: Remove Contact Address section from the Lead Details Page Content (required): Hi, How to remove the Contact Address section from the Lead details page. It was s…
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Does Territory assignment work with multiple fieldsQuestion : Does the system allow you to assign territories based off of geographic element AND another field value? Example: we have geographic assignment for all of out…Kyler Thomas-Support-Oracle 53 views 3 comments 0 points Most recent by Kyler Thomas-Support-Oracle Sales -
How to add line breaks or bullets in Long text field through groovy?Summary: I am trying to include bullet points into a long text field through groovy. Content (required): I am having a long text field in lead page where the value will … -
Enable LinkedIn for CX SalesSummary: Enabling LinkedIn for Activities Content (required): We've enabled Linkedin Sales Navigator for our users and we want to know how to enable the additional optio…
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Auto populate value on the search filterSummary: Auto populate value on the search filter Content (required): Is there a way to auto populate the field value in search filters of other Fixed choice list Field.…
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Adding / Updating custom lookups via REST APIQuestion :Need to be able to update or create new custom lookups via REST api. **This post was created as part of a How to Service Request (SR)Release: 23A Summary of th…Kyler Thomas-Support-Oracle 124 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales
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Is it possible to connect Office 365 with multiple AzureSummary: The client is using multiple Azure accounts specific to the region so how to establish an office 365 connection with multiple Azure accounts? Content (required)… -
Is the appointment detail in Calendar customizable?Summary: Content (required): Hi Experts, Just want to check if there's a way to edit/customize/extend the appointment details floating dialog when you hover an appointme…
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Unable to set "Blank" value in country fieldSummary: A country field with a LOV type appears in Contact. Every time we attempt to add a new contact, the Netherlands is selected as the default country in the countr…User_2025-03-07-05-27-23-569 31 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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How does Task/Appointment Reminder behaves?Summary: Users report they are receiving a lot of reminders that expected. Content (required): We are receiving reports from users that they are spammed with reminders a…
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Currency Code in OpportunityHi, When I create opportunity I can see only GBP as non-editable but I want to create opportunity in different currency as EUR how can this field be made as list item so… -
Sales person user cannot edit Created appointment as added as team member to itSo how can enable sales person user to edit the appointment details when he/she added as team member in the appointment. -
Import Management - Add Product to Product GroupSummary: While importing Products through import management, how to add Sales products to existing products groups? Content (required): I have Product groups already cre… -
Validation In Create Quote ButtonQuestion : We have the create quote button in Quotes and Orders subtab, when exist a quote and the customer try to create another quote must be appear a message saying t…Kyler Thomas-Support-Oracle 41 views 1 comment 1 point Most recent by Kyler Thomas-Support-Oracle Sales
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Custom object DCL is not showing any data in cx sales mobile appSummary: We had created custom object DCL in Lead object, user is able to search for the data in WEB but in mobile unable to search anything when they click on DCL to se…
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Looking to override the Last updated date/Created by Date for opportunities in crmQuestion : We did a migration from an old system and the Created date we tried to use from the old system did not seem to take in CX Sales. Is there a way to update the …Kyler Thomas-Support-Oracle 23 views 4 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Sales
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How to add information to the opportunities sales coach sectionSummary: How to add information to the opportunities sales coach section Content (required): Customer needs information on how to add information to the opportunities sa…Chetna Sharma-Support-Oracle 42 views 1 comment 0 points Most recent by Chetna Sharma-Support-Oracle Sales
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How to unlock a Product GroupSummary: How to unlock a Product Group Content (required): On Manage Product Groups a product is locked by john.galvez@corficolombiana.com when loggedin with that user n…Chetna Sharma-Support-Oracle 65 views 1 comment 0 points Most recent by Chetna Sharma-Support-Oracle Sales
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Role required for Sales forecastHi, What is the role required for Sales forecast please Thanks
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How can we enable reports in the oracle cx sales mobile application?Summary: How can we enable reports in the oracle cx sales mobile application? Thank you Content (required): Version (include the version you are using, if applicable): C…
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How to translate an account field from english to arabic?Summary: I've been using the User interface text to change a field from english to arabic. Content (required): The requirement is when a user change de language for the …
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How to identify IDCS provisioned for Fusion Sales Pod?Summary: Is there any way we can find the IDCS URL provisioned for each Fusion Sales pod? For example, setup task or security console? Content (required): Customer cloud… -
Extra field values in Drop downSummary: Extra field values in Drop down Content (required): For the fixed choice list drop down can we add extra fields. For example we use to get the record name in th…
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How can add condition to control the visibility for custom DCL(Dynamic choice list) please importantNeed to add condition to control the visibility for custom DCL(Dynamic choice list) so if there is ability to do that. as we cannot see hidden related to the DCL. please…
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Custom Objects record/data cannot be seen in the Oracle Cx Sales Mobile ApplicationSummary: Custom Objects record/data cannot be seen in the Oracle Cx Sales Mobile Application. However, I can see the records in the system. What could be the reason for …