Setup and Configuration
Discussion List
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How to set custom object data visibility based on security roles (CX SALES)?Summary: I need to filter data in a custom object by using an SQL filter inserted into a security role Content (required): I want to filter the data in a custom object b… -
Does the reference code allow double-byte characters?Content (required): 1.Enter the sandbox and start Application Composer 2.Select any object and create a Choice List (Fixed). 3.Create a Lookup Type. When creating a choi…
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Update the size of the table for Revenue LinesCan we update the size of the table that displays the Revenue Line items in the opportunity, so that the users don't have to use the slide bar table inside the opportuni…
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Error while updating Cust Contact point "Attribute PartyId in view object PersonParty cannot be set"Summary: Getting error while updating customer contact point using webservice as "BO-27008: Attribute PartyId in view object PersonParty cannot be set." Code Snippet: Re… -
Add Warning on Attachment DeletionSummary: The desired outcome is to have a warning display when a user tries to delete an attachment that they can either accept or decline. We tried to use a similar sni…
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how to download attachment of an custom object record using API or DeeplinkSummary is there any API or deeplink available to download attachmentContent HI All, I'm checking for an API or deeplink to download attachment, i have tried with 1. /cr…
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How to send Sales cloud Account's audit history through mail ?Hi Everyone I have a requirement that I need to send sales cloud Account's Audit history through a mail to specific person in order to notify the recent changes . Kindly…
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Springboard greeting - how to set First Name and Last NameSummary: How to adjust Springboard Greeting Employee name from LastName, FirstName to FirstName LastName Content (required): I can't figure out how to adjust the Springb…
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Error with dashboard linked to a infoletSummary: Hello, I have 3 infolets in the initial page and all are linked to a dashboard created at BI. When i put in page compose the path to the dashboard, the preview … -
Problems with Migration at CX Sales in the Module Business IntelligenceSummary: Hello, i am trying to migrate my configurations of CX Sales do the production environment through Migration process. I created a JAR file at test environment an…
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Ability to handle different invoicing (Arrears or Advance) on single subscriptionHi SMC team - we have a business requirement to bill some lines in advance and some in arrears - however subscription profile is only at a header level - can u help us k… -
Mass Update in Workspace - Limitation to 10 RecordsSummary: We would like to mass update more than 10 records at a time in the Workspace UI. When using the standard UI it is possible to set the maximum number of records,…
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Condition to Pick the 30days before Records onlySummary: In the Routines , we need to pick only 30days records for that I have written like below, is that correct Content (required): Version (include the version you a…
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Adding a button on the creation page for AccountsHello, I would like to inquire about the feasibility of adding a button to the creation page within the accounts object. I have noticed that this functionality is availa…
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Oracle CRM - Task Completed Not Sending Notification EmailSummary: Task owners do not receive email notifications when tasks are moved to complete Content: When an owner account has the following boxes checked within Personaliz…
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Issue with Displaying Descriptive Flexfields in the Creation Layout Page for AdressesSummary: Descriptive Flexfields in the Creation Layout Page for Adresses are not displayed. On the Detail Layout Page there are displayed as intended. Content (required)…
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How is it possible to omit steps in the Digital Customer Service using azure login process?We implemented a Digital Customer Services (DCS) template that uses authentication through Azure. using a policy in the SSO, the user has to enter their email address an…
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How to get time zone based on ZIP code on Account UI Page ?Business wants to display TIME ZONE of an account based on its ZIPCODE from Address. So suppose a account Zip Code is 77219 for Address ( PO BOX 130548,HOUSTON, TEXAS HA…
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How to enable customer and agent to share file attachment in chat conversation?Summary: Is it possible to upload file attachemnt to chat conversation (chat inlay or on dcs) on agent side and on customer? Please help. Content (required): Version (in…
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Customer wants to create Sales Order from oracle B2B sales cloud Account.Summary: The customer want to create an order from oracle B2B Sales Cloud Account. They want to create order from Account details page like we are creating an opportunit…
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How to update the default Relationship Role Default ValueSummary: is there a way we can change the default Relation role of an account (Organization) when adding new relationship value? in the contact object, there is a relati…
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All product are seen in Dynamic LOV Field which are not added in Catalog too.Summary: All product are seen in Dynamic LOV Field which are not added in Catalog too. How to create a LOV Dynamic Field in Custom object of Product as to only view prod…
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Contact search using email address in CX Sales for Microsoft 365Content (required): Hi, Is it possible to search for a Contact using a contact's email address in the CX Sales 365 side panel in Outlook? Currently, the user is only abl…
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Is there a maximum number of mashups?Summary: Maximum number of mashups Content (required): We would like to know if there is a limit of mashups for an object. Version (include the version you are using, if…
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In opportunity Currency field is not showing all enabled currencies.Summary: We have enabled multiple currencies for opportunity, but we are not seeing the currencies which we have enabled, in the opportunity details page in currency fie…
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How to enable billing account tab to be visible in CX Accounts screenSummary: Hi Team, I am looking for a way to add the billing accounts tab in the Accounts screen that shows the Billing Account from AR. Content (required): Please sugges… -
Task Template assignmentSummary: Is there a way to create a task template that assigns the task to a specific user? Example: Sales Rep A has certain tasks that need to be performed by different…
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"Allow Duplicate Records" For M:M Relations not visible post 23B upgradeSummary: "Allow Duplicate Records" For M:M Relations not visible post 23B upgrade Content (required): Allow Duplicate Records checkbox for M:M Relations not visible post…THUHIN SHUJAAT KACHAPILLY 42 views 5 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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Log the Email from ContactsSummary: If I log in as a Sales Rep, Is there any functionality available wherein I can log/record the Emails from my contacts in the CX Application. This is similar to …