Setup and Configuration
Discussion List
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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… -
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… -
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…
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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…
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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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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…