Configuration
Discussion List
-
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 -
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… -
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 21 views 4 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Sales
-
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 41 views 1 comment 0 points Most recent by Chetna Sharma-Support-Oracle Sales
-
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 61 views 1 comment 0 points Most recent by Chetna Sharma-Support-Oracle Sales
-
Role required for Sales forecastHi, What is the role required for Sales forecast please Thanks -
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…
-
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 …
-
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…
-
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… -
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 …
-
CPQ to CX can we get the current approver name in CPQ to CXSummary: We want to get the current approver name in CPQ quote to CX quote , as the current approver name is run time in CPQ unable to get , is there anyway to get the n…
-
Remove Inactive Users from Opportunity Team tab using groovySummary: Remove Inactive Users from Opportunity Team tab using groovy Hi Team, We wrote below script to remove Inactive Users from Opportunity Team tab using groovy. But…
-
Can we create fields in the Oracle CX Sales mobile application? If yes, then how do we do so?Summary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable):
-
Change application name in the browser tabSummary: Hi Experts! Just want to check if there is a way to change the application name that appears in the browser tab. Content (required): Version (include the versio…
-
Dynamic Address FormatSummary Is it possible to have 2 different Address format for a country?Content Example: Thailand has two address formats (Structured and Non-structured). User should ha…
-
Shared Outlook Mailboxes for CX SalesSummary: Shared Outlook Mailboxes for CX Sales Content (required): We have a use case in which customer will have their own mailbox but they also have a shared mailbox w…
-
Is there a way to identify on a profile tab , if notes exists?Summary: We would like to have some way to identify if there are notes without clicking on the notes tab. Content (required): Some kind of identifier, an * on the tab or… -
What's New: Release notification for Cloud Readiness / Sales Force Automation**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: When is the ”what's New" section from Cloud Readiness for Sales Fo…Ionel Spaloghe-Support-Oracle 41 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
-
Add Team MembersHi, In Leads and Opportunity under Teams tab when I would like to add new team member even the active employee are not populated in the below page
-
How to create Email templet in salesSummary: I need to create email templet Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support …
-
In sales order I want to make order status and order date editable ?Summary: In sales cloud order status and order date I need to make them editable Content (required): Version (include the version you are using, if applicable): Code Sni…Muthulakshmi 41 views 3 comments 0 points Most recent by Mihaela Anghel-Support-Oracle Order Management
-
Modify delivered Mobile Phone and Work Phone fieldsSummary: We received a feedback from client and currently have no idea how we can modify these fields. Is this possible? Content (required): Version (include the version…
-
how to prevent duplicates values on custom fields once created?Summary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable):
-
CX Sales Mobile Duplication NotificationDoes CX Sales Mobile have the ability to provide the Duplication Notification similar to the desktop when an Account is created?
-
Is There A Way To Connect To The Database From External Tools or Request to access a cloud database**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Is There A Way To Connect To The cloud Database From External Tool… -
Allow Revenue line to have its own Close Date and time**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Based on the business requirements, we would like to allow the dif…Kyler Thomas-Support-Oracle 21 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales
-
Get user job role in resource object custom fieldSummary: In Resource object we have a custom text field. And we wanted to populate that field if the resource has the specified job role tagged. We wrote below script in…Lavu Kalyan Chakravarthi 61 views 7 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales