Setup and Configuration
Discussion List
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Migration T2PSummary: We are planning to move the changes using 'Migration' for oracle sales cloud, with this Is there any Impact on ERP screen of CX. Content (required): This is to … -
How CX Sales backups and Restore works**This post was created as part of a How to Service Request (SR) Release: 23A Summary: I would like to know how backup and restore works on CX SalesSyed Misbauddin-Support-Oracle 81 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales -
How to remove appointments which are completed or cancelled from the 'My Appointments'Summary: Greetings! Can anyone assist me on how to remove appointments/tasks that are 'completed 'or 'cancelled' from the 'My Appointments' present under Sales Infolets …
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How to change the Field in the Find section on the Landing Page?**This post was created as part of a How to Service Request (SR)** Summary: By Default, a Custom Object gives the option to Find on "Record Name" field on Landing Page. …Varun Malhotra-Support-Oracle 61 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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Is it possible to customize the 'Who' ColumsSummary: After implementing HCM cloud in the same POD as CX Sales, part of the HCM process the username will now be changed to employee ID. Due to this change, the Sales…
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- TestTestVarun Malhotra-Support-Oracle 61 views 1 comment 0 points Most recent by Varun Malhotra-Support-Oracle Sales
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How to have different Address Fields depending on the Country SelectedSummary: How can I setup up different rules / formats for the Address based on they country that is selected. For Example : Different countries can display different fie…Robert de Klerk-Oracle 71 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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Please critical to solve this The contact that created through ERP is showing in sales non editableThe contact that created through ERP is showing in sales non editable so please need to know the cause and fix this issue -
Search functionality for contains**This post was created as part of a How to Service Request (SR) Release: 22D Summary: Can you please confirm how the opportunity search functionality works please. When…Syed Misbauddin-Support-Oracle 72 views 3 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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How to enable lead creation from activity pageNeed to add create button in the search lead page in the appointment details page
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Unable to update the 'Quote or Order Number' from CPQ to CXSummary: We are facing an Issue with the Quote Update for 'Quote or Order Number' field. When we create the Quote we are able to do 'Update Opportunity' and 'Return to O…
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How to remove the 'Add' button from the account edit layout?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: On the Account edit page ( Navigate to Sales - Accounts …Robert Mutton-Support-Oracle 71 views 2 comments 0 points Most recent by Robert Mutton-Support-Oracle Sales
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How to create Assets using FBDISummary: Content (required): How to create Assets using FBDI, what is the excel/CSV template used to create an Asset and from where do we need to upload that template. V…
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How to disable Log a Call and Call Reports in Workspace Infolets?Summary: I would like to disable Log a Call and Call Reports in the workspace infolet Content (required): Log a call and Call reports are already disabled in Smart Actio… -
Best Practices for Industry ValuesSummary: The default values in the Industry Field are not as accurate for our business as we would like, what is the best practice to have your own list of Industries. S…
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Will purged Party Number be reusedSummary: If a record is purged (merged) or manually deleted, will the unique party number get reused after the record is completely removed from the database? Version (i…
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Is there a way to disable the Create Appointment, Log a Call buttons on the Account Edit screen**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How can we disable the standard buttons on the Account >Activities…Robert Mutton-Support-Oracle 42 views 1 comment 0 points Most recent by Robert Mutton-Support-Oracle Sales
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How to filter the Resource DCL to only show active employeeSummary: Content (required): is there away we can filter the DCL (resource field) that will only show active resource? we have a field called Data Owner where in data ar…
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Assign Territories based on Parent Account attributeSummary: Is it possible to have a child account be assigned territories based on his parent account information. Version (include the version you are using, if applicabl…
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Are there privileges that can be used instead of seeded CX ones?Summary: If we want to remove or revoke the following Privileges from the roles, could there be a downstream issue? Privileges name: View Trading Community Resource Deta…
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Enable LinkedIn for CX SalesSummary: Enabling LinkedIn for Activities Content (required): We've enabled Linkedin Sales Navigator for our users and we want to know how to enable the additional optio…
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Auto populate value on the search filterSummary: Auto populate value on the search filter Content (required): Is there a way to auto populate the field value in search filters of other Fixed choice list Field.…
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How to Migrate Access Group Setup DataSummary: After completing the Migration Processes, CSM and FSM, the Custom Access Groups and System Access Groups Rules were not migrated across Version (include the ver…Robert de Klerk-Oracle 101 views 5 comments 0 points Most recent by User_2025-03-07-05-55-29-886 Sales
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Method Of Payment in CX Sales CloudHi everybody, we are working with Fusion (CX) Sales Cloud and we are using CPQ as well. We are facing with a internal discussion as the “Billing Account” and related “Pa…
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Change how opportunity revenue line amount is calculated.There are 2 custom fields: Field 1: Sale price Field 2: Tax 1 I need the result of multiplying (Field 1 * Field 2) is reflected in the Amount field of the opportunity in…Syed Misbauddin-Support-Oracle 73 views 4 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Sales
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How can we fix this date format error on a newly created Smart Action in Workspace?Summary: We have created a new "Create Opportunity" Smart Action under "Activities" in Workspace. When clicking on the new Smart Action "Create Opportunity" a date forma… -
How to enable Objects under the Navigator?Summary: Please confirm how to enable objects under the Navigator Menu. Version : 22C
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Extra field values in Drop downSummary: Extra field values in Drop down Content (required): For the fixed choice list drop down can we add extra fields. For example we use to get the record name in th…
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Can we create fields in the Oracle CX Sales mobile application? If yes, then how do we do so?Summary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable):
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How to add the O365 Plugin Automatically to the Outlook ribbon**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: The users aren't seeing the O365 plugin automatically on the Ribbo…