Core SFA
Discussion List
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TCA feature update: Address CPUI (Common Party User Interface) change to filter alternative namesSummary: The current Address CPUI functionality supports displaying alternative names for the Geography elements (e.g. city, state, county, etc) We are providing a bette… -
Customer Relationship Management Application Administrator job roleSummary: Why does the Customer Relationship Management Application Administrator job role able to access the Setup menu of other Offerings? Content (please ensure you ma… -
Configuration for ‘Restrict All’ Access for Accounts and ContactsSummary: Questions about the steps in the document: Configuration for ‘Restrict All’ Access for Accounts and Contacts for New and Existing Environments on Update 22B (Do…
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how to download attachment of an custom object record using API or DeeplinkSummary is there any API or deeplink available to download attachmentContent HI All, I'm checking for an API or deeplink to download attachment, i have tried with 1. /cr…
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Enhanced Deletion Capability in Sales Cloud for Accounts & ContactsSummary: We are introducing an upcoming enhancement in the Sales Cloud, to provide better capability to delete accounts, contacts, and households effortlessly from both …
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New Saved Search is not reflecting for All usersSummary: New Saved Search is not reflecting for All users Content (required): We tried to add a field to the Search Criteria for a custom object and Save it. This search…
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Reducing Fusion Application Maintenance Downtime For Quarterly Updates (Doc ID 2924201.1)Attention: As part of Oracle’s ongoing initiative to reduce maintenance downtime, we are informing you about a temporary change beginning with Fusion Applications Update…Nicoleta Chiru-Support-Oracle 1.2K views 5 comments 6 points Most recent by Nicoleta Chiru-Support-Oracle Sales
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Next Gen Sales - Sales Pipeline Infolet doesn't return any dataSummary: Content (required): Hi Experts - While I am checking the Sales Dashabord in redwood UI, Sales Pipeline doesn't return any data. Pls find the attached screenshot…
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Task Template assignmentSummary: Is there a way to create a task template that assigns the task to a specific user? Example: Sales Rep A has certain tasks that need to be performed by different…
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Modify Task Notification verbiage & actionsSummary: Content (required): Is it possible to modify the out-of-the-box Task notification verbiage? Specifically the notification when a task has been updated, requirem…
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Which privilege to display the Sales Channel and Primary Partner fields in Opportunity?Summary: Privilege to see the Sales Channel and Primary Partner fields in Opportunity? Content (required): I have a custom role copied from the standard Sales Representa…
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How to add Account Notes, Contact Notes content as part of the global search?Summary: Adding Notes to the global search Content (required): Need to search on the Notes contents on the Global search Version (include the version you are using, if a…
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Mask custom field values by replacing with "*" or "#" for certain rolesSummary Mask custom field values by replacing with "*" or "#" for certain rolesContent We want to mask custom field values by replacing with "*" or "#" for sales rep rol… -
Excel and PDF Custom FieldsSummary: Is it possible to download the Customer business object fields and their respective values to an excel or PDF from the customer screen itself. Or what alternati…Andrés Felipe Balaguera Rodriguez 32 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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How to setup Parallel approval for Opportunity?Summary: I want to configure a Parallel Approval process where parallel approval will push to 2 or 3 sales managers. Out of three managers any one response (approved/rej… -
Recycle BinSummary I like to see deleted records and possibly restore themContent It happens that records are deleted by mistake, it would be useful a recycle bin in order to check…
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Phenomenon where save and continue is not displayedContent (required): Custom object → Select Opportunities sub-tab → Create When I open the Create Opportunity screen with this procedure, save and continue does not appea…
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How to create action/link to open a custom object's Create page?Content On an account, there are quick actions like Create Task, Create Appointment, and Create Service Request. Once clicked, it opens the create page for the correspon… -
How to enable recurring Activities (Tasks & Appointments) in CX Cloud?Summary: Need documentation on how to set this up for CX Cloud. I have found articles on this related to Next Gen but can't seem to find anything regarding enabling for … -
Account Auxiliary Classification Table NameSummary: I am looking for Account Auxiliary Classification Table Name Content (required): Can you please help me to find the table name which stores Account Auxiliary Cl…
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Merging Contacts Created By PartnersSummary: Hello everyone. Hope the community can help us with a CDM merging topic. We have both internal employees and Partners utilizing CRM together. Employees have ful…
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Workspace - Dependent Filters and Next/Previous RecordSummary: Hi, Can you help to answer the following questions with Workspace/Adaptive Search in the Simplified UI? 1. Is it possible to enable dependent filters? For examp… -
Sales Account 'Prospect' to 'Customer' auto-conversionSummary: Here is my use case - I create a sales account with customer type 'ZCA_PROSPECT' in Sales, then I query this account in AR Manage Customer UI and add billing ac…
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Sales Campaigns and CampaignsContent Hi Community Members, Could someone explain me the difference between sales campaign and campaign? I can these 2 objects in app composer and SUI. When one should… -
How can I make standard Contact fields, that are defined as Text Formula type, available in VBS?Summary: How can I make standard Contact fields, that are defined as Text Formula type, available in VBS? Content (required): I'm developing a CX Sales extension, and I … -
[NGS]Need steps to implement SUI features Like Assessments, Sales coach, recommendation.Summary: Users are trying to use next gen digital sales UI for opportunity object and needs to know how to setup OOTB functionality is missing as comparison to SUI featu…Vini Rastogi-Support-Oracle 32 views 1 comment 1 point Most recent by Vini Rastogi-Support-Oracle Sales -
[NGS]Steps to view Deal registrations for OptySummary: Is it feasible to view Deal registrations for Opty in Next Gen Content (required): When user goes to Opty in Next gen, they do not see deal registration header.…Vini Rastogi-Support-Oracle 42 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales
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How to add a field grouping to a desktop page?Summary: Hi, I want to add a field grouping to 'Person' Page on Customer Data Management Tab in fusion . Content (required): I want to add a field grouping to 'Person' P…
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What is the best practice for managing a work email and a personal emailSummary: We have contacts that have both a corporate email and a personal email, that they often register for webinars with, what is the best practice for having both em…
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Is there a way to create an Account as part of adding a Contact in the O365 Outlook UI?Summary: When I am in Outlook and am adding a contact as part of an email, and the contact and account the contact works for are not in CX Sales. I can Create the Contac…