Setup and Configuration
Discussion List
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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… -
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
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How to automatically set up a industry on Account detail page.Summary: Hi , I want to Auto set up Industries field value to Other Industries if it is null at Account creation level. But api name of Industries field is not available… -
Newly Created Product not found in Browse Catalog in LeadsContent Hi, I created a new product, but it is not appearing in the "Browse Catalog" in Leads. I have done the following: -Create product in Sales > Products -Added it i…
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How to fetch PIM Product Catalog in Sales Cloud Products / Product GroupsContent Hi All, I am referring to the Oracle doc: Import Sales Products From PIM Data Hub" Scheduled Process Criteria (Doc ID 2562928.1 It mentions that one of the field… -
Is it possible to set the default owner in the list of assigned sales resources in lead assignment?Summary: Is it possible to set the default owner in the list of assigned sales resources in lead assignment? Content (required): We have several assigned sales resources…User_2025-07-18-06-07-44-367 11 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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How To Setup Email Notification For Assigned Resource in Lead Assignment RulesSummary How To Setup Email Notification For Assigned Resource in Lead Assignment RulesContent Hi, My requirement is to have an email notification sent to the assigned re…User_2025-07-18-06-07-44-367 24 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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How to fix multiple record line showing for the same resource in opportunity team tab?Summary: Showing multiple record for the same resource in opportunity team tab. I can replicate this scenario by creating a new opportunity record and the opportunity RB… -
Can we schedule new Process?Summary: Can We schedule new Process? Content (please ensure you mask any confidential information): We have cancelled Custom groovy schedule process by clicking on - ca…
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How to set up "Fuzzy" matching SearchContent (required): With adaptive search, you can set the level of ambiguity search, but when you perform a "contains" search on various record search screens, it seems …
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SSO using O365 app, need to know API to be taken from IDCS cloud or from Cx cloudSummary: We are enabling single sign on using O365 app, need clarification on API whether to be taken from IDCS or from Cx cloud, https://docs.oracle.com/en/cloud/paas/i…
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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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Address Fields on Custom ObjectWe have a custom object that we have had users fill in the address as an open text field. Now, however, we want to split the address (address 1, address 2, country, post…
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Revoke MOO_DELETE_OPPORTUNITY_PRIV from seeded roleWe want to be able to revoke MOO_DELETE_OPPORTUNITY_PRIV from seeded employee role in CX Sales but can't. Are seeded role privileges locked?
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Steps & configurations for a new additional test environmentHi, What are the typical steps & configurations that need to be performed in the case of a newly provisioned additional test environment? From the data perspective, is i…Vitejanu Vasile-Madalin 72 views 2 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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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 run or trigger Opportunity Assignment (RBA) during Opportunity creationSummary: Imagine this business scenario, Opportunity will be created from Oracle Service Cloud to OSC. Since the creator/originator (osvc user/oic user) won't have acces…
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Sub object fields in Next gen sales, How do they work?Summary: I am trying to display the relationship subtab (workspace) in redwood sales. I have found the {} Relationship subobject field but it is blank. Is there another …
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Is there a way to increase the default size of a Multiline Text Area Field or Long Text Field?Summary: I have created a custom read only field (not updatable) which contains a Fixed Value. This field has been added to a Create and Detail page layout. The size of … -
Why some consecutive numbers are not assigned for the identification of recordsSometimes the system assigns consecutively the record identification number, but for several objects leads, opportunities, accounts, the application sometimes omits a nu… -
How to automatically synchronize new products added to Inventory Product Master in Oracle CX Sales?Summary: Whenever a new item enters to the Item Master Organization in Inventory, this two following processes can be automatically scheduled to synchronize the new item…