Configuration
Discussion List
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What is BIP report table for Oraganization in sales CXSummary: What is BIP report table for Oraganization in sales CX Content (required): What is BIP report table for Oraganization in sales CX Version (include the version y… -
Is it possible to create subtabs in creation pages for the Sales Objects?Release: 22C Summary of the question: Is it possible to add subtabs in the create object page (it is available in the edit object page, but does not seem to exist for th…Hector Dantas-Support-Oracle 31 views 1 comment 0 points Most recent by Hector Dantas-Support-Oracle Sales
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To build BO based on VIEW and expose as REST APISummary: Build a View consists of all the fields in the subject entities Content (required): Build a View consists of all the fields in the subject entities(i.e. Item ma…
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Unable To See Additional BUs Added On Opportunity Or Sales Lead PagesQuestion: We have added additional Business Units but they are not showing up in the Business Unit fields for Sales Lead or Opportunities. **This post was created as par…Kyler Thomas-Support-Oracle 31 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales -
Change the name of standard Oracle Tabs in Sales Lead in mobile UISummary: How to change the name of "Notes" tab to "Notes History" in mobile UI. We can do the same in desktop UI via application composer -> Sales Lead-> Pages. Content … -
How to enforce a rule to have only one Customer Account for every Customer(organization/person)Summary: Single customer account for a party(either an organization or person) Content (required): Hi Team, As per the Oracle Trading Community Architecture, We can crea…Shashidhar Goud 31 views 1 comment 0 points Most recent by Nicoleta Chiru-Support-Oracle Receivables & Collections
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How to enable Address validations for countries**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: We have a requirement to enable address validations for …Umamaheswarareddy Ambati-Support-Oracle 54 views 2 comments 0 points Most recent by Prasanth Prabhu-Support-Oracle Sales
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Search Pattern in DCLHi, In the DCL field if I type Media I can see list of values starting with Media as below But I type GMBH I am not able to get the list of values I tried to use %GMBH% … -
How to identify Copied OpportunitySummary: How to Identify if the Opportunity is copied or if the opportunity is created from Create Opportunity button. In Oracle Support we have found document Doc ID 22…Lavu Kalyan Chakravarthi 31 views 7 comments 0 points Most recent by Vini Rastogi-Support-Oracle Sales
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Change history does not include the changes made on the line revenue**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: I activated the change history for the opportunity object, but it …Dragos Deak-Support-Oracle 41 views 1 comment 0 points Most recent by Dragos Deak-Support-Oracle Sales
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Using formula text field in a workflowSummary: We have a requirement to capture multiple email addresses(comma separated) in a text formula field and use that in the Workflow Email task 'To Address' field. H…
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Can we control access to that particular Note record based on a custom field?Summary: Content (required): we have a requirement to give/control access to a particular note record based on the value present in the Custom field. if u have any docum…
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Enable email Notification for CX Sales ModuleSummary: Based on the Doc ID 2346344.1, we were unable to loacte the domain wise email enablements, We wanted to know this feature is currently supported or not ? Conten… -
How to create a new advanced search option to view opportunities created within 90 days?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Request is to modify an Opportunity UI List from Page Composer in …
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How can I get an export of the Industries for Accounts in Sales CloudSummary: We are looking to update the list of Industries in Sales Cloud. We were looking to start by exporting the list and then editing it and then updating the list of…
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Approve From Mail With a Custom Template**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: is it possible to approve or update any field from the mail templa…Kyler Thomas-Support-Oracle 31 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales
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How to Add/Update the Classification Codes for CUSTOMER_CATEGORY ?Summary: How to Add/Update the Classification Codes for CUSTOMER_CATEGORY ? Content (required): **This post was created as part of a How to Service Request (SR) ** Versi…Jacqueline Li-Support-Oracle 31 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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Best practices for automated testing on the Fusion platformSummary: Are there any recommended practices for automated testing on Fusion apps (CRM, HCM, etc)? Content (required): Hi. I was wondering what is the common practice fo…
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Object Workflow StatusHi, For any submission of object workflow is there any OTBI or BI report available to check Thanks
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How to check the upgrade cycle for Sales CloudSummary: We need to check what is the upgrade cycle for our Sales Cloud test instance. From where can we check the same? Content (required): We have a UAT cycle so we wa…
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Does CX Sales support pulling external data via webservice and display it at the same timeSummary: Does CX Sales support pulling external data via webservice and display it at the same time "upon opening an account record" Content (required): We have a client…
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how to edit a standard fields at contact and account screenSummary: Hello everyone , I want to edit a work phone field to make it required and the primary phone field to make it required and updatable regards Content (required):…
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Best Approach to combine multiple triggersSummary: Best Approach to combine multiple triggers Content (required): I would like to know the right approach to combine multiple triggers into a single trigger for be… -
how to add search option to reportSummary: Hello everyone, I want to add search option to report where the user be able to search just for what he wants not to look to all data that the report fitch rega…
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how to make every salesperson see just his own records at ( contact , account , lead , opportunity)Summary: Hello everyone , I want to make each salesperson just have access to his/her own records only and can not see other records but the sales director still has the…
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How to add country as a field in lead object and be able to edit/update the field values ?Question : **This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: In lead module we need to add "country" as a field. The…Matei Niculescu-Support-Oracle 31 views 2 comments 0 points Most recent by Andrei Stan-Support-Oracle Sales
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Migration from Microsoft Outlook to Microsoft 365Summary: Hi all, We are planning to migrate from Microsoft Outlook to Microsoft 365 as Oracle is going to deprecate the current Outlook plugin. Is there any way we can c…
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How to separate the contacts that come in from CRM and my personal contacts in Microsoft 365.Summary: How to separate the contacts that come in from CRM and my personal contacts in Microsoft 365. As of now they are altogether in my contact list. Content (require…
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How to change spacing between two lines in Manage Plan Terms and Conditions?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Customer want to decrease the spacing between two lines in Manage …Matei Niculescu-Support-Oracle 31 views 1 comment 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation
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Add mashup in opportunity header**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: we want to add the mashup to the top of the opportunity screen Is …Kyler Thomas-Support-Oracle 31 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales