Security
Discussion List
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What is the privileges that I've to delete from sales rep role to can not create Service reuestContent We need to make the sales rep can not create SR and can not manage it so which privileges should I delete from sales person role -
Custom Object named "Projects" not visible as subtab on sales Lead standard object details page.Content Dear all, I created a custom object named "projects" and made a relationship between sales lead and it (1:M), and then add that custom object as a subtab on a sa… -
Inside Sales Rep vs Sales RepSummary: What is difference between Inside Sales Rep and Sales Rep job roles in Oracle Sales Cloud ? Content (please ensure you mask any confidential information): Versi… -
Hide Create Notes from ActivitiesSummary: We have created a custom role - Sales Read Only Job role This is a copy of the standard Sales Read-only user role. To this, we have added additional functional …
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How to edit BPM mail notification Subject for "ExtnBusinessProcessComposite"Hii we are trying to edit BPM mail template for project "ExtnBusinessProcessComposite". The BPM looks like follows for this BPM we are receiving following mail notificat…
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How to mass update user Job role in CX Sales?Summary: we have plenty of users where their security job role was added manually, right now we have some changes that we need to update, we need to replace their role w…
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Is there auditing for consulting data such as service requests, accounts, etc.?Summary: In Oracle Fusion CX Sales Cloud Service, is there auditing for consulting data such as service requests, accounts, etc.? If not, is there any alternative for au…
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CRM Standard object role customizationSummary: we would like to create a custom role for our standard CRM Users who should have read and write access to the following objects Account Contact Partners Partner…
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oracle fusion cx cloud accounts and contacts restrict records based on a fieldHello, I would like to inquire if its possible to restrict access to records for certain roles, for example, let's say i created an account and i have a custom field on …
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Access Group : Activity Object Rule Not WorkingWe created an access group for specific group of users and added an Activity object rule so that they will not see other group of users' activities. However, when we are…
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Managing attachments - Client profileSummary Maintain attachments - all versions - which support a client profileContent Greetings, We are currently implementing ERP and Sales Cloud; and our customer is que…Daniel Vargas-Oracle 38 views 1 comment 1 point Most recent by Ravindra Sirigiri-Support-Oracle Sales
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CX Sales Mobile Required Roles per ObjectSummary: A user can access CX Sales Mobile and can view the list of opportunities from their team. however, after tapping an Opportunity from the List view. The details …Christian Gerald Patacsil 41 views 4 comments 0 points Most recent by Christian Gerald Patacsil Sales
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New Resource: Performance Best Practices for Extending Oracle Sales CloudSummary This document presents a number of recommendations for maximizing the performance of your Sales Cloud customizations.Content Don’t miss this new Oracle Sales Clo… -
User Accounts - Audit/Track metricsSummary User Accounts - Audit/Track metricsContent Hi all, I want to know if I can to track and monitor the following in OSC about Users Accounts: * Add, Delete, Lock Ac… -
How to grant record access for Account Team Members without using TerritoriesSummary: We have a requirement where any resource added to the Account Team should be able to view/edit all associated records. Currently, we are setup for only Ownershi…
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Is there any Alternate option for Encryption Type or SSL is the only option in BI Publisher ?Summary: The Villages IT team has plans to disable SSL on servers in the coming months as it is deemed a deprecated protocol. Basic authentication using SSL is our only …Baskara Sateesh-Oracle 1 view 0 comments 0 points Started by Baskara Sateesh-Oracle BI Publisher Learning Center
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ADFS to Azure AD SAMLSummary: Hi All, Our ADFS signing and encryption certificates will be expired on May 2024, we are exercising possibility to migrate to Azure AD SAML. Last time we needed…Prudhvi Varma 21 views 3 comments 0 points Most recent by Kishore Padala-Support-Oracle Applications Security
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is there a way not to see ERP contact in Sales/CRM?Summary: currently we are having an issue wherein our CRM users see ERP contacts in workspace, but ERP users can't see the CRM Contacts, is there away we can avoid our C…
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What security policy or privilege does a user need to see workspace in OSC?Summary: We have two custom roles created, one for admin and one for a non-admin user. The admin user is able to see 10 objects activated in workspace while the non-admi…
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Disable login systemSummary: Temporarily Disable Logins Systemwide? Content (please ensure you mask any confidential information): We would like to make some changes to our OSC instance and…
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CRM Application Composer not available in Audit Reports Product dropdownSummary: Our Business team needs to be able to view Audit Reports for Custom Object as an alternative to the slow loading of Change History table for each object record.…
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How to hide Global Search for specific roles?Summary: Is it possible to hide the Global Search for specific roles? Content (required): Adaptive Search is enabled for some objects like Accounts and Opportunities. Bu…
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Does delegation of approval in BPM workflow in Cx cloud will consume HCM License?Hello, We are trying to enable delegation of approval when sales manager goes on vacation, we are using Employee - Role Name & ORA_PER_EMPLOYEE_ABSTRACT- Role Code will …Seshadri Vijayaraghavan 31 views 1 comment 0 points Most recent by Topher Heath-Support-Oracle Sales
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Not able to remove Duty role from Custom Sale Rep roleSummary: Hi, We have custom role called. outside sales rep role. its copy of sale rep. From custom role i need to remove duty role call HZ_PARTY_INFORMATION_INQUIRY_DUTY…
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Restrict Role to Only Create (don't Read/Retrieve) Opportunities via API in CXSummary: We require limiting the roles and permissions of a user used in CX API calls so that they can create Opportunities but not retrieve and Content: We are looking … -
Access need to be restricted for CDMSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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CX API Security questionsSummary: Hi, Community, We have the following questions regarding the security of the API: 1. Is it possible to have rate limits on the API? For example, to not allow mo…
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How to make Scheduled Process Job output visible to all users with System Administrator roleSummary: During Scheduled Process running we can output to a text file, which is stored as an attachment to the job. This attachment is visible only to the user who ran …
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Calculated Field is not visible for Sales Read-Only UserSummary: Calculated Field is not visible for Sales Read-Only User Content (please ensure you mask any confidential information): At the opportunity level, there is a cal… -
BPM Worklist data not visible to custom roleSummary: BPM Worklist data not visible to custom role Content (required): I have created a brand new custom role who should have access to only few objects in the applic…