Setup and Configuration
Discussion List
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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… -
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 41 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 …
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How to remove comma from a number fieldGreetings! How can we remove the comma from a number field? There is a number field called 'CC', and whenever I enter a large number, it gets separated by a comma, which…
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Best approach to connect Oracle CTI (using Oracle CX Cloud) & Microsoft Teams?Summary: With our company, our sales teams are divided into 2 groups...field sales & inside sales. Our Inside Sales Teams leverage the Five9 application for all of their… -
Maximum amount of custom objects in fusionQuestion: What is maximum (hard & soft limit) amount of custom objects that can be created via the application composer in fusion?
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Can we see change history of a new attribute added into fieldsSummary: Can we see the old change history of a new attribute added into fields in the Opportunity Change History Content (required): wanted to know if we can see the pa… -
Need Assistance to Create a User Agreement Pop Up in the First LoginSummary: I'm looking for a way to create a popup window at the first login with a user agreement, that will only be triggered after the first connection/login of the use…
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How to convert a Custom Action in Classic to a Smart Action?Summary: I have custom actions that call object functions to create records and set certain field values in Classic. I need to replicate these as Smart Actions in Next G…
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How to change object display name for Partner UserSummary: We are getting challenges for changing Opportunity object display name as a 'Procurement' for Partner users('ZPM_PARTNER_ADMINISTRATOR_JOB'') . When Sales cloud…
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How to configure Buttons at the top level on Custom Pages?Summary: We need to configure a few buttons at the header level on Custom pages that we have created using Application Composer. Custom business events are enabled on th… -
How can I add custom fields in the "Manage Sales Task Templates" tool?Content (required): We are currently trying to configure the automatic creation of activities (tasks), which is exhibiting unexpected behavior. This is due to a specific…
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How to add more fields under Update Contact smart action?Summary: Add more fields under Update Contacts smart action. Content (required): When we click on Smart action 'Update' , we get to see only Job title, First name, last …
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Is it possible to exclude the weekends while calculating the activity duration?Summary: Is it possible to exclude the weekends while calculating the activity duration? Content (required): Hi Team, Currently when the activity (Task) duration gets ca…
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how do i see under Sales--> Products the "Functional Area Catalog" that setup in ERPSummary: how do i see under Sales--> Products (or under "Manage Product Group") Functional Area Catalog that was created and assigned to a product in PIM? Content (requi… -
How to Delete LOV values in bulkSummary: Is there any option to delete List of Values in bulk for particular lookup type. Content (required): We have around 500+ plus list of values to be deleted from …
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TestTestVarun Malhotra-Support-Oracle 31 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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Error when changing the due date of a task that you are not the owner ofContent (required): If you try to change the due date of a task that you are not the owner of, you will get the following error. Insufficient privilege to update entity …Yusuke Shibuya -Oracle 141 views 3 comments 0 points Most recent by Prasanth Prabhu-Support-Oracle Sales
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How to assign Multiple Technician to a Single Service Work OrderSummary: Need to assign multiple technician to a Service Work Order as multiple technician are working together to resolve the issue. Content (required): We have a scena…
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Send specific field information from AR to CX Sales AccountsSummary: Content (required): Hi all, We have a requirement to send the customer class information from Receivables to CX Sales Accounts. How we can achieve that? If you …
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How to include the search option in the "country code" attribute for the telephone fieldsSummary: Include the search option in the "country code" attribute for the telephone fields Content (required): We want to include the search option for the country code… -
Can we change format of the response when running BI Report via SOAP?Content (required): Currently, when running a BI report via SOAP (SoapUI), we are receiving a response payload which contains the ReportBytes encoded data in base64 form…User_2025-03-07-05-55-29-886 81 views 1 comment 0 points Most recent by Prabha.R Oracle-Oracle Sales
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possibility to modify a standard error message which is thrown when a user click on Qualify button.Summary: On Lead Landing page when users click on Qualify option from Action drop down this error is thrown "None of the selected leads can be qualified. You can only qu… -
Is there a way to add custom child object fields as columns in the Workspace list?Summary: Hi, In the current feature, custom child objects can be added in the Workspace filters but we're unable to add those fields as columns in the Workspace list so …