Configuration
Discussion List
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Complete list of standard fields on CX Sales & B2B ServiceSummary How to find the complete list of standard fields on CX Sales & B2B Service without going into Application Composer and copy-paste for each object.Content Hi, I a…User_2025-02-07-08-32-07-267 199 views 4 comments 0 points Most recent by Justin Anderson-Oracle Sales -
CX Mobile - Retrieve a secondary object parameter to set it in a custom field through scriptSummary Get using mobile scripts the related (secondary) object of a DCL field and set one of its properties in another field of the main objectContent Hello everyone, W… -
Customer Data Management - Oracle Customer Experience Cloud (Oracle CX Cloud)Summary Oracle Customer Experience Cloud (Oracle CX Cloud) suggestionsContent What things should be avoided or given caution to with regards to Oracle Customer Experienc…User_2025-02-07-07-51-30-880 32 views 4 comments 0 points Most recent by User_2025-02-07-07-51-30-880 Sales
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Action with JSON code to endpoint for external consumptionContent Hello everybody, I have a new requirement were I need to figure out how to create an Action (function code) from an Opportunity to include Opty field values--to … -
SalesProfileStatus field on Accounts/ContactsContent Hi , Can I use the standard field - 'SalesProfileStatus' available on both Contacts /Accounts , to tag them as Active or Inactive ? I assume this can be edited f… -
ValidationException with a defined variableContent I'm looking to have a validation exception or warning pop up and visible to the user but I want to include a def variable and not specifically a hard-coded messa…
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Primary Customer Number on ContactContent Hi , Similar to PrimaryCustomerName1 field on the Application composer , is there a standard field to expose Primary Customer Number i.e Account Number] on conta…
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Accounts and Contacts VisibilityContent Hi All, I am new to Sales Cloud and trying to understand how the record visibilty works in engagement cloud. * Can all the Accounts and Contacts be accessed by t…
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Record Set Filter for Custom Objects on CX Cloud Mobile Saved SearchesContent Hi Everyone, I'm trying to configure saved searches for custom objects within CX Cloud Mobile, but am not seeing the option to add a record set filter as an opti… -
Deep Link to Desktop UISummary Deep Link to Desktop UI - CDM HierarchyContent There are several objects (e.g. Account, Contact) which we can open the Desktop UI with deep link. I wonder if any… -
Sales Coach based on other parameters.Summary The current Sales Coach setup is only based on Sales stages in opportunity but is there a way to set this based on other parameters like custom fieldsContent As … -
WorkspaceSummary Enabling Workspace for the customerContent Hi, Would like to know the steps to enable workspace for our customer. pls advise. Version 19DUser_2025-02-06-07-25-24-970 48 views 2 comments 0 points Most recent by User_2025-02-06-07-25-24-970 Sales
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Sum Total Row Level in Sales Cloud ReportSummary Show only total and hide rows in report output Sales CloudContent We have a report as Table output view. We want to sum at row level and then total at bottom by …
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Attachments in Oracle Sales / Engagement Cloud is Extensible?Summary Attachments in Oracle Sales / Engagement Cloud is Extensible?Content Hi, We want to add custom field called "Document Type" in attachments within Account Layout.…User_2025-01-28-07-06-00-829 60 views 3 comments 1 point Most recent by Manoj Kumar-Support-Oracle Sales
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Contact restrictionSummary Is it possible to restrict the visibility of contacts and that the user can only see the contacts in which he owns?Content Hi, We want that users can only be abl…
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Trigger workflow in future dateContent Hi Community Members, I would like to know how we can call the object function using workflow which will trigger in future date? I have tried setting execution d… -
How can I provide ability for sales reps to create and edit Competitor?Summary How can I provide ability for sales reps to create and edit Competitor?Content Only sys admins are able to create and edit Sales Competitors in OEC (19C), and we…User_2025-02-04-10-37-00-332 35 views 2 comments 0 points Most recent by User_2025-02-04-10-37-00-332 Sales
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How to customize Announcement section of SUI salesSummary I need to have todays date(system date) in announcement section and below that i will provide news or some similar stuffContent Thanks
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USING ACTIONS AND LINK > SAVE THE RECORD AND NAVIGATE TO THE EXTERNAL PAGESummary USING ACTIONS AND LINK > SAVE THE RECORD AND NAVIGATE TO THE EXTERNAL PAGEContent Hi Team, We wanted to navigate to PaaS Page(Dashboard) from Edit Opportunity Sa…
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Asset subtab in ContactContent Hi All, I would like to know about exposing asset subtab in contacts. I can see the subtab is exposed in application composer pages but when I checked on UI the …
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Controlling Workspace AccessContent Hi All, I am looking for a way to remove create record access for workspace. As of now i can see + icon to create new records from workspace. Is there any soluti…
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Incentive Compensation (implement) at a retail bankSummary asking for (your) best practicesContent If you have implemented IC in OSC for a retail bank or other national retail distribution businesses, could you share a t… -
Multi-edit Option / Mass UpdateContent Hi, Is OEC supports to update Account / Contact's multiple records same as Service Request? We can use Actions -> Update option to edit multiple records in SR ob… -
REST API Restriction on Roles/UsersSummary Can we restriction Users to not make REST requests?Content Hi In our Sales Cloud application, we have configured certain layouts for different kind of users and … -
Oracle wants to interview you about making it easy to integrate all sorts of apps. Receive Oracle meSummary Oracle wants to interview you about making it easy to integrate all sorts of apps. Receive Oracle merchandise for participating!Content We’re looking for people … -
How to get the below new fusion theme for Oracle Sales CloudSummary How to get the below new fusion theme for Oracle Sales CloudContent New fusion theme for Oracle Sales Cloud
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Address Element typeSummary Is there a way to add the additional values to Address Element LOVContent We are looking to format the address to add some additional fields which reflects the g… -
Mobile - # of Opportunities Constraint?Summary Mobile - Is there a limit to number of opportunities listed in mobile?Content Would like to know if there is a constraint or configuration controlling the number…
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Import CampaignsContent Hi All, I am looking for an information on How to import Campaigns in OEC? Please suggest any ideas. Regards, Rohit Version 19A
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Escalation ProcessContent Hi, We have to implement the Escalation process in Activity object. Send an escalation mail based on the Activity Due Date. I hope we can achieve this through Sc…