Configuration
Discussion List
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Can 'Last Updated By' filter currently logged-in user in Workspace Saved Search?Content Hi, I want to filter the contact records recently updated by the logged-in user using workspace saved search. However, I was only able to filter using User Name …User_2025-07-18-06-07-44-367 31 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
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21A Release HighlightsContent The 21A release of Oracle CX Sales is GA and is the first of four releases planned for calendar year 2021. Highlights from this release include: * Smart Lists: S…
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Are there any limits on the number of Values in LOV list on Record Type FieldSummary Are there any limits on the number of Values in LOV list on Record Type FieldContent Are there any limits on the number of Values in LOV list on Record Type Fiel…Shivakumar Ayyanagowdar-Oracle 35 views 2 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales
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Link to a file saved in a network driveContent Hi, Is there a way we can configure a link to open a file saved in a network drive? Or we need UCM/WCC to be able to access the file? The POC requirement is to c…
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Customize the error message in the required number fieldSummary Customize the required field messageContent Hi, I'm looking to if it's possible to customize the message when the required field is empty. I want to remove this …
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How to set the length of the field Purchase Order of a Sales OrderSummary We are looking for a way to set the maximum length of the field purchase order of a sales order headerContent Hi, We are looking for a way to set the maximum len…
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Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserSummary Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserContent Hi, Is it possible to filter records that were recently modified/upd…User_2025-07-18-06-07-44-367 27 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
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Microsoft 365 Add-in For Oracle - How much?Content Hi, I came across this Microsoft 365 add-in and was wondering if there's any license cost to implement this? https://docs.oracle.com/en/cloud/saas/sales/21a/oasa…
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Check Scheduled ProcessesSummary how to consult ESS Scheduled ProcessesContent Hi all, I have several processes scheduled with different parameters. How can I check which ESS Jobs for Sales I ha…
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Workspace Publish Job went to PAUSE statusSummary Enabled one custom field in Setup and PublishedContent Enabled one new custom field which was created in Asset object in Setup tab of Configure Adaptive Search t…
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Change type-ahead on standard fieldSummary When user is typing a new owner for an account the type-ahead isn't disposing any values.Content Hi. How can we change the type-ahead search on the account owner…
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How To Change Active Party Usage Assigned to User in Resource DirectorySummary How To Change Active Party Usage Assigned to User in Resource DirectoryContent Hi, I want to update the usage for a resource in resource directory. How do I upda…User_2025-07-18-06-07-44-367 39 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
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Language support in App ComposerSummary Language support in App ComposerContent Hi, For custom object and attribute, do they support multi-languages like OOTB ones? For example, I login to English and …
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Embed Power BI reportSummary integration of power bi reportsContent Hi, is there anyone who can share experience with embedding of Power BI reports? Including prompts/passing of parameters? …
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How to integrate MS Teams with Sales CloudContent Hi Team, Any one integrated MS Teams with Sales Cloud application? Can please let us know, what are the prerequisites to implement?
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How To Filter Opportunities in Workspace by the Product It ContainsSummary How To Filter Opportunities in Workspace by the Product It ContainsContent Hi, I want to create a saved search in Opportunities workspace where I can filter it w…
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Sales – CX Sales & CPQ- How Can You Gain A Larger Share Of The Customer’s Wallet?, 22 February 2021,Content Submit your questions for the Sales – CX Sales & CPQ- How can you gain a larger share of the customer’s wallet? session to have them answered during the live eve…
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User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Summary User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Content Hi, We've created users in OSC but they are not appeari…User_2025-07-18-06-07-44-367 56 views 2 comments 1 point Most recent by PRao - CRMIT Incentive Compensation
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Enabling Interaction History tab on Opportunity and Sales LeadContent Does anyone know if it is possible to enable the Interaction History tab on Opportunities and Sales Leads? I am able to enable it via app composer on Contacts bu…User_2025-02-03-23-53-11-047 25 views 2 comments 0 points Most recent by User_2025-02-03-23-53-11-047 Sales
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New CX Sales Mobile App?Summary New CX Sales Mobile app roadmapContent I noticed that there's enhancements coming into the CX Cloud Mobile app posted as far as 20B is concerned, but have also h…User_2025-02-07-07-23-54-492 61 views 10 comments 0 points Most recent by Mohana Gopal S-Oracle Sales
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Feature Friday: FavoritesContent Beginning in 21A, sales people can now mark and view their favorite records in Workspace, from record’s edit page, or in the CX Sales Mobile application. This ma…
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Search for PhoneNumber via REST - CTISummary best way to identify contact based on a phone numberContent Hi, we are working on a lightweight integration between our CTI solution and SalesCloud. So we just w…
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how to make field as required at Accounts / Contacts only in Sales CloudContent Hi All, We have all the fusion products for our instance (Sales / HCM / SCM / ERP). We want to make a custom field as required at Accounts in Sales Cloud and tha…
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Infolet Arrangement Feels Different After Upgrade to 20DSummary Infolet Arrangement Feels Different After Upgrade to 20DContent Hi, Before upgrade to 20D, arranging infolets was a breeze. It was just drag and drop. But after …User_2025-07-18-06-07-44-367 31 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales
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Feature Friday: Access GroupsContent Access Groups make it easier for application administrators to provide user access to segmented business data such as Accounts, Contacts, Opportunities and Custo…
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How to Stop Syncing Products created manually OR via file import in Sales Cloud to ERP PIMContent Hi All, We are stuck with one major issue. We have Oracle ERP Cloud/PIM and Oracle Sales Cloud in Same POD. Whenever we create any new record manually in Sales >…
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Application Usage Insights - 20DSummary Track CX Sales User AdoptionContent Hi all, In version 20D there is a new visualizations in the new "Application Usage Insights" area, accessed directly from the…
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How To Determine If The Opportunity Is Created From A Deal RegistrationSummary How To Determine If The Opportunity Is Created From A Deal RegistrationContent Hi, Is there a field (flag) that will tell if an opportunity is converted from a d…User_2025-07-18-06-07-44-367 32 views 1 comment 0 points Most recent by Rupak Chowdhury-Oracle Sales
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Sales – Access Groups for CX Sales - Deep Dive, 19 January 2021, 9 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Access Groups for CX Sales - Deep Dive session to have them answered during the live event. Post your questions by posting …
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Stop the BPM approval workflowContent Hi Members, I was looking for a use case solution where if one out 3 approvers rejects the approval then approval should be rejected and no further email notific…