Setup and Configuration
Discussion List
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CX - Update Custom object fields to reflect the changes in Opportunity details page fieldsSummary: We have a requirement wherein, we need a setup file which will be updated by the user, and the values shall reflect in Opportunity details page - applicable for… -
CX - Auto reflect of the form in the object once uploaded.If a form is uploaded, automatically all the fields in the object should get updated with the information available in the form. For Example, form contains information l…
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Define Rollups Configuration - included in Configuration Migration Set file?Are the configuration changes made in (Application Composer)Define Rollups will be included in Configuration Migration Set file? = in the document, Define Rollups is not…Christian Gerald Patacsil 62 views 8 comments 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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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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CX - How dashboards can be made visible in Opportunity details page?Summary: Couldn’t create and view dashboards within the module, we have to create it separately and upload as a file. Content (please ensure you mask any confidential in…Nalsoft Pvt Ltd 12 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Opportunities Assessment - TRIGGER NOTIFICATIONSummary: While submitting the opportunity assessment template, can we trigger a mail approval notification? Content (please ensure you mask any confidential information)…Parthasarthy Pichandi 13 views 2 comments 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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Unable to generate Billing Schedule for SubscriptionSummary: While activating a subscription using the "Generate Billing Schedule" Action getting the error "Solution line 1 doesn't have a billing schedule. You must genera… -
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… -
Is it possible for an API to pull different results from a landing page ?Hi, We are looking for a method to automatically extract data from a landing page of custom object. We have several Advanced Search queries saved for a specific user, we…
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How to display any pop-up or warning if the location is not enabledWhile using CX sale mobile app, How to display any pop-up or warning if the location is not enabled.
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how to fix error showing in screenshot which are coming while creating Subscription?Summary: how to fix error showing in screenshot which are coming while creating Subscription? Content (please ensure you mask any confidential information): Version (inc…
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How to enable an item for subscription or non-shippable?Summary: How to enable an item for subscription or non-shippable? Content (please ensure you mask any confidential information): Version (include the version you are usi…VarnitJain 22 views 2 comments 0 points Most recent by Sasikanth B S-Oracle Product Master Data Management
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Quotas Setup - Included in Configuration Set Migration file?Does Quotas Setup/configuration in Setup and Maintenance will be Included in Configuration Set Migration file? Every setup from the following: Setup and Maintenance > Sa…Christian Gerald Patacsil 13 views 2 comments 0 points Most recent by Christian Gerald Patacsil Sales
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difference between digital sales and redwood sales oracle fusionSummary: What is the difference between digital sales and redwood sales oracle fusion as I see both available on my springboard? Content (please ensure you mask any conf…
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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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How can I add the same LOV from account owner to a 'Secondary' account owner field?Summary: I have been trying to find the Lookup type used by the 'Account'-owner field. I have found the following 'SALES_ACCOUNT_OWNER' but this one results in a picklis…
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How can I schedule the Lead Assignment Process based on Custom Field?Summary: I'm looking to tailor the Create Lead Processing Activity page to suit our needs. Specifically, I need to configure it to schedule the lead assignment process b… -
Is it possible to have a full copy between environments from different tenants?Summary: Hi, Our customer is renewing his contract with Oracle, and is getting a new tenant with fresh environments. He needs to migrate everything from his old producti… -
Standard Field Phone For Opportunity Object Is Not Accessible In Email TemplateSummary: It is not possible to add "Phone" standard field into email body of a workflow. The field does not exist in the list of fields available. How to add the Phone f…
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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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how to get difference of 2 dates in daysSummary: we have a requirement to calculate difference of 2 date fields in days to perform some change. but not able to acheive this in groovy, need help on the script. … -
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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Bulk/Multi Edit Pages For Sales Objects In Oracle Fusion CX Sales CloudSummary: Hi All, Is there any way to customize bulk/multi edit pages for sales object? We have requirement that we need to enable couple of fields, additional to the fie…
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Parent Account WorkspaceIs there a way to add the Parent Account column in the Account Workspace. The field is available in the standard Account Object Landing page, but I don't a way to add it…
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Remove "Contains" Search Operator from a Custom Field in Advanced SearchContent We are updating our Saved Searches for Leads, and we have a custom field that we want to include in the Advanced Search as a search criterion. In the dropdown, i…
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Can we create our own Record Set and create our own criteria for records that can be searched?Summary: We have a requirement to only see CRM specific contacts when searching on CRM Objects (Account, Opportunity and Campaigns). Is there a way for us to filter thos…
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Can we merge records with Resource/HR Employee usage and custom party usage?Summary: Merge records with two different party usages. (Resource/HR Employee and Custom) Content (please ensure you mask any confidential information): Hi, We have a re… -
Use <BillToSiteVO> as Related Object in Dynamic Choice ListSummary: In App Composer, the 'BillToSite' field on the 'Subscription' Standard Object uses as the Related Object on the Dynamic Choice List. I would like to use this s…
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Cannot Replace Saved SearchWe are trying to update one of the Saved Search for Opportunities. However, when we are trying to save the saved search, we are receiving an error: What would be the pos…
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Is it Possible to change font style of BPM Email NotificationSummary: **This post was created as part of a How to Service Request (SR) Is it Possible to change font style of BPM Email NotificationSiraj Syed -Support-Oracle 41 views 2 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales