Setup and Configuration
Discussion List
-
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 … -
TestTestVarun Malhotra-Support-Oracle 31 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
-
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
-
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…
-
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 …
-
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
-
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 …
-
How to connect Oracle Contracts and CX Sales IntegrationSummary: The business needs to generate sales contracts through templates automatically with the CX sales opportunity data, automatic data such as customer name, product…Denisse Brun 42 views 2 comments 1 point Most recent by Ed Gomez-Support-Oracle Enterprise Contracts
-
Is it possible to view change history of objects in OTBI and via REST?Summary: Is it possible to view change history of objects in OTBI and via REST? Content (required): We would like to see what details were changed on some objects we hav…User_2025-03-07-05-55-29-886 114 views 7 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
-
How to set an attachment category as defaultSummary: How can I set up a custom attachment category as the deafult one when opening the attachment section Content (required): Hi, is there a way to set as deafult a … -
Documentation is not Clear regarding How to Configure the Employee Abstract RoleSummary: Is it possible to have more information regarding this topic: https://docs.oracle.com/en/cloud/saas/sales/23a/fadsi/how-to-configure-the-employee-abstract-role-…
-
Can we enable the use of products inside an opportunity without configuring the Sales Catalog?Summary: Using the Sales Catalog would force the third party system to consume 4 webservices instead of just one, needlessly complicating the implementation of the integ…Cristian Rogelio Velasco Gutiérrez 42 views 1 comment 0 points Most recent by Mihaela Anghel-Support-Oracle Sales
-
How to hide custom action for the users who have read only access to the recordsSummary: How to hide custom action for the users who have read only access to the records Content (required): Problem Description 1. Login to the Application as a Sales …Tamizharasi Murugan-Oracle 41 views 7 comments 0 points Most recent by Tamizharasi Murugan-Oracle Sales
-
Calendar Start Date use as Server Variable for Dashboard PromptSummary: Our Calendar Year starts from every 1st of Oct month as example currently it is 1-Oct-2022. I am creating a dashboard prompt and want to populate Start Date of …
-
Unable to Export Assets using Export ManagementSummary: Whenever we are trying to export Assets using "Export Management" functionality, the Exported data file does not get generated even though the export is success…
-
Deleted Record still showing in workspaceSummary: we notice that some deleted records is still showing in workspace list, just wondering aside from doing full publish, is there away to remove the deleted record…
-
Delete one of PhoneType Home row from Contact Using CSV Import - How ?Summary: Contact Object > Open Contact Record > Attribute 'All Phones' > Manage All Phones > Type = Home ...Now there are 4 phone records available Work Type, Land Type,…
-
How to make the Email and Primary Phone fields mandatory in the contact moduleSummary: We need to condition the Email and Primary Phone fields as required Content (required): We need to condition the Email and Primary Phone fields as required, we …
-
The entire model is not hiding in home pageSummary: The model box is visible even after its hidden Content (required): Hi I faced an issue where the model box under the home page (on which we click to navigate to…Supreet Mohapatra - Oracle-Oracle 21 views 1 comment 0 points Most recent by Kathy Kikoshima-Oracle Product Development
-
VAT number and fiscal code validationSummary: How to implement VAT number and fiscal code validation in Sales Content (required): Is there a standard functionality or a recommended service we can use in ord…
-
How to make Sales Performance Infolet visible for all sales representatives?Summary: Sales Representatives cannot see each others percentages in below infolet. I (saled administrative) can see everyone percentages. I added the CRM Analysis Duty …
-
Is there a way to show the BPM worklist comments in the Opportunity objectSummary: Is there a way to show the comments of custom approval workflow which is triggering the approval notifications from object workflows of opportunity object in Op…
-
How to fetch all Customer Sites to which a user is mappedSummary: How to fetch the details of all customer sites to which a user is mapped@Manoj Kumar-Support-Oracle Content (required): How to fetch the details of all Customer…
-
API or Plugin for Integration of Lotus Notes with Sales CloudSummary: This post is created as part of new process of answering consultative or how to type of queries Is there an Plugin or API for Integration of Lotus notes with Sa…
-
Replacement Options for Oracle Social Network That Works for CX Sales MobileSummary: We are attempting to implement Oracle Social Network(OSN) as we need a method of communication where users can message and collaborate between each other on the…
-
SQL Database for Oracle Fusion SalesSummary: Is there a way to access the Oracle Fusion using SQL Server? Content (required): We would like to access the database using SQL Server to update records in Orac… -
How to add to additional fields to the list of filter fields on Opportunities subtab of AccountSummary: How to add to additional fields to the list of filter fields on Opportunities subtab of Account Content (required): User wants to add 'Close Date' field to the …