Setup and Configuration
Discussion List
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How to stop employees to appear in Sales Cloud object such as Accounts, Leads, Opportunities etc?If an employee leaves an organization, how do you stop their name from appearing in sales objects such as Accounts, Leads, Opportunities etc. -
1Enable Business Plan in WorkspaceSummary: Is there a way to enable Business Plans in Adaptive Search? Will it be possible in future release? Content (please ensure you mask any confidential information)…
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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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Merge: Define Surivorship for CustomObjectsSummary: Dear all, we merge accounts. For accounts we do have a m:n relationship to a custom object. With a merge all custom objects would be linked to the survivor. Thi… -
How to modify CX Sales UI layout for Standard & Custom objectsSummary: How do I modify page layouts (outside of Application Composer) for CX Sales? Do I have to use VisualBuilder for this? Content (please ensure you mask any confid…
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How to create a 'Create Service Request' Quick ActionSummary: Using the below picture as reference, is it possible to make a similar type Quick Action button for creating a Service Request, and if so, how? Moreover, where …
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Can we migrate the customization from one customer environment to another?Hi Team, I'm just curious to know if we can migrate the customization done in Oracle Sales and B2B service cloud of one customer ENV to another customer ENV. I'm aware o…
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Any one implemented Microsoft teams with fusion cx?Summary: Any one implemented Microsoft teams with fusion cx? We have to do set up in microsoft application and ODA application . and later enter details in fusion CX app…
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How to get Account Number & Site Number in Customer DetailsSummary: Hi, I am trying to fetch Account Number & Site Number details from Finance to CX Customer details. In this picture Red color was Customer Number in CX & Blue co…
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Unable to interface credit memo created from amended lines due to items not being on credit memoWe have subscription with product lines - when crediting the line somehow does not contain the item therefore the credit memo does not interface to AR - as it gets an er… -
How does CREATED_BY_MODULE = 'ZCM' created?How to replicate this CREATED_BY_MODULE = 'ZCM' in Relationship? I tried doing 1. a. Drill down to account b. Navigate to Contacts subtab c. Search and Add Contacts d. C…
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How was RELATIONSHIP_CODE = 'BOARD_MEMBER_OF' created?How was RELATIONSHIP_CODE = 'BOARD_MEMBER_OF' created? Is it related to CREATED_BY_MODULE = 'ZCM'?
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Need to show the translations in other languages for Action Plans, Actions and ActivitiesSummary: We need to show the translations for Action Plans and related Actions and for the Activities related to the Sales Method of an Opportunity when a uses choose to…
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How to send reminder notifications to the owner of activity daily?Summary: Hi Team, We need to send reminder notifications to the owner of activity daily until the activity is completed. Is there any standard solution to achieve this? …
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Hide or remove Structure icon displayed in the menuHello I am creating a role that can only manage users, organizations, positions, among others, however, the Structure icon appears in the menu. When I try to hide it wit… -
can we insert data into database directly instead of hitting an endpoint url from webserviceSummary: In sales cloud do we have provision to insert real time Opportunity data into database directly instead of hitting an endpoint url from webservice? whenever an … -
How to change Account DCL Search and Select on Activity to match other objectsSummary: I'm unsure on how to update the Account DCL field Search and Select on Activity. It does not look like other objects. (see screenshot 1). I have another environ…
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Can we translate the custom error and validation error messgaesSummary: we are using 2 languages in the system ,so when it comes to translate from English to Arabic all the standard fields & error messages are coming automatically. …
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Owner LOV display behavior for Opportunity and Custom ObjectSummary: Hi, I'd like to confirm the system expected behavior on 23D for Owner LOV on Opportunity and Custom Object - If I have inactive (end-dated) and active resources… -
Set Permission for Self Service UsersSummary: Hi Team , We have been consuming /crmRestApi/resources/11.13.18.05/selfRegistrations API to create self-service user. The sample payload is : { "AccountKey" : "…Lakshmi_Sasidharan 53 views 2 comments 0 points Most recent by AparajitMalliJawaharBapu Digital Customer Service
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Using Score/Results of Assessments to Update Opportunity FieldSummary: Our organization would like to use the assessments capability on the opportunity object to prompt the user to answer a series of questions, which will then calc… -
Workspace Search Filters -- Adding OR conditionSummary: We want to create a saved search within Workspace using the filter fields. Only two filters have to be applied, namely 'Owner' and 'Responsible partner' (custom…
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Customer Requirement: Update Contact Foldout Layouts to Fix Campaigns Display - 23D Redwood SalesSummary As an improvement to the consistency and layout of the Contacts landing page (the Foldout), the 23D release will be changing which object is displaying in the pa…
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How to Add a "Next" or "Previous" button in Accounts overview Page like in WorkspaceSummary: How to Add a "Next" or "Previous" button in Accounts overview Page like in Workspace, Do we have any configuration to directly Add the buttons without any scrip…
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Routines are scheduled for Daily but they are not running, but able to run manually.Summary: We are updating the Custom field value in Lead using Routines and the Routine is scheduled on daily basis , but it is not running until go and run manually why?…
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Limit Custom Object record visibility using field equals to Current user accountSummary: Can not use custom fields to control data access previlege for Custom Objects. In ERP and SCM cloud application Content (please ensure you mask any confidential…
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We want to create new lookup value in Activity TypeSummary: We want to create new lookup value in Activity Type. For that we have created a lookup in Manage Standard Lookups for this Lookup Type (ZMM_ACTIVITY_TYPE). We h…
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REST API for custom object not accessible in application composerHi, I have created a custom object in application CRM Cloud. The REST API for the custom object are not visible. When clicked on either Service or Describe link, it take…
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You can make the Qualifications in Leads non-editable, for the Sales representative roleThe client wants to make the lead qualifications for some roles non-editable. This is possible?
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Looking for clarification on having sales people be listed as contacts vs only being resourcesSummary: We have our sales people created as Contacts in CRM. They are also Resources. When we are using the latest Outlook plugin and it is having an issue with some of…