Oracle Best Practice
Discussion List
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what is process behind revenue, Gap and pipeline display in oracle cx salesSummary: how should revenue, Gap and pipeline data display in oracle cx sales. Content (please ensure you mask any confidential information): Version (include the versio… -
Why is there a delay in showing the recurrence activity in Sales Calendar?Summary: We are creating a recurring appointment -Team Huddle Type and it has a 30 mins or more delay in showing on the calendar. We have set up the recurring appointmen…
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Duplicate resolution request leaves the victim OSR status remains Active. Needs to be inactive.Summary: When a duplicate resolution request is processed, the victim OSR status remains Active. Can we have the process Inactivate the victim OSR during the request? Ve…
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Deep link of Lead creation pageSummary: What is the Deep Link URL available for the Sales Lead creation page. We are able to get the same for Service Request Create page, however not able to get the s…
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Restrict Activity Access to specific user(s)We've used access groups to allow our organizations users visibility into all records (Accounts, Contacts, Activities, etc.) so that any user can assist a customer. Howe…
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How to change root user in sales HierarchySummary: Hi All, We have a requirement of changing root user in the hierarchy, Existing root user has to come under this new user. How can we do that. is it possible to …
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what is the process of Quote and orderSummary: What is the process for quotes and orders without CPQ, and how is the data displayed? Content (please ensure you mask any confidential information): Version (in…
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VAT update in runtimeSummary: Whenever I update the VAT, it doesn't update the amount in real-time. Content (please ensure you mask any confidential information): Version (include the versio…
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Scheduling a schedule processes job with date field being dynamicSummary: Hi All, We want to schedule few seeded processes through scheduled processes page, for scheduling this, we need to have the date parameter as dynamic i.e. refle…
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Field Search not workingSummary: We have a DCL search page , in that we have DCL fields and all are working except one DCL. Though we are giving the value in it , it is not considering it for s…
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What is the right way to show supplier data in Sales CloudSummary: We have Oracle Sales CLoud and Oracle Procurement implemented. What is the right way to show the supplier data in Sales Cloud which is also account in Oracle sa…
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Is there any performance impact for indexing all records without limit in Adaptive Search?Summary: In Adaptive Search setup page, we have option to select "No Limit" in "Index Records Updated in the Last" field. If we select this option "No Limit" for several… -
How to do dynamic searches in Sales Cloud via Rest API?Summary: I need to set up a dynamic API query in Oracle Sales Cloud that returns accounts with only part of the string entered. Content (please ensure you mask any confi…
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TrainingSummary: What are some of the recommended training partners in Canada or online self learning sites for Oracle Sales? Training for someone new to Oracle Sales
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Smart Lists for a Personalized Sales Experience!Summary Get Smart Lists for your team after you enable Workspace!Content With Smart Lists you get an effective alternative to navigating and searching for Sales records.… -
unable to open Internal Resource Organization HierarchySummary: I have done all these steps, still can't access the Internal Resource Org Hierarchy. 1. Clear Cache & Cookies or use Browser Incognito Mode. or 2. Reinstall the…
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Can we export through REST API a child object without his parent to be exported too?Hi, I've tried to export via REST API a child without his parent using this POST request: URL: crmRestApi/resources/11.13.18.05/bulkExportActivities Request Body: { "Nam…Vitejanu Vasile-Madalin 46 views 8 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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xml string written inside groovy is being ignoredSummary: Need to use XML tags inside a groovy String. But they are being ignored and considered as empty. Content (please ensure you mask any confidential information): …
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Get Audit Report for Opty with REST APISummary: Hi, I am trying to retrieve the audit report for Opty object. Here is REST URL: https://pod/fscmRestApi/fndAuditRESTService/audittrail/getaudithistory Operation… -
Error When Creating New Opportunity.Summary: Error: "ADF_FACES-60097:For more information, please see the server's error log for an entry beginning with: ADF_FACES-60096:Server Exception during PPR, #18" H…
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SAML Token for Inbound API AuthenticationSummary ID Federation with Azure ADContent Hi, We are using Azure AD for IdP. If I am going to use SAML token for WS access, what are the configuration steps? Can anyone…
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Can we use REST API to export users, their corresponding organizations and their managers?Hi, We wanted to export through Rest API information regarding users, the organization they are part of and assigned manager and used the following Oracle documentation:…
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How to create a dcl field pointing to Business Unit in Custom ObjectSummary: Hi team , On a Custom Object we want to create a one custom DCL field which is pointing to business Unit Name . but we are not able to get the related Object. P…
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Define Rollup - ERROR: JBO-29147: Unexpected token 'SYSDATE'Summary: RELATED OBJECT FILTER from Oracle Document (Move_from_Classic_Aggregates_to_Rollups_1.2.pdf) ActivityTypeCode='CALL' AND((ActivityFunctionCode='TASK' AND Status…Christian Gerald Patacsil 63 views 9 comments 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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When clicking Done, white page returns in Receivables Quick Action: Manage CustomerSummary: Quick Actions > Manage Customer> Done button Issue: White page returns after clicking Done button Content (please ensure you mask any confidential information):…Hanna Jean 12 views 1 comment 0 points Most recent by Rasheed - Fusion Support Engineer-Oracle Receivables & Collections
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How to Disable or Hide creation button in ActivitiesSummary: We want to hide or disable the create button in Activities (Create Appointment, Create Call Report, Log a Call, and Create Task) and make the records read-only.…
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Order stuck in Reservation taskSummary: We routinely have sales order lines that get stuck in Order Orchestration paused/locked . They hit our Reservation task and they get caught there with a "Change…Pete.Sterchak 125 views 3 comments 0 points Most recent by Gururaman Subramanian-Oracle Order Management
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New Feature: Email & Phone Verification in CX SalesSummary Beginning in 21B, we are introducing added email and phone verification capabilities to...Content Beginning in 21B, we are introducing added email and phone veri… -
Using % versus * search operator in Opportunity Object Landing PageWe are getting inconsistent results when using a % versus * operator when searching for Opportunities by name on the object landing page. The % pulls additional opportun…
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Unable to add advanced Expressions for field in Rule Sets in Visual Builder Studio for AccountsSummary: Hi, I'm extending the Redwood Sales Account Object's Edit Page layout, We have requirement to hide the field based on other field value in Rule Sets. I am able …