Setup and Configuration
Discussion List
-
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… -
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…
-
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…
-
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.…
-
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 102 views 5 comments 0 points Most recent by User_2025-03-07-05-55-29-886 Sales
-
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…
-
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 72 views 4 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Sales -
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
-
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…
-
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):
-
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… -
Shared Outlook Mailboxes for CX SalesSummary: Shared Outlook Mailboxes for CX Sales Content (required): We have a use case in which customer will have their own mailbox but they also have a shared mailbox w…
-
How to change From Address Domain for Sales and BPM Workflow Email Notification?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Please provide Email configuration setting required for Client sid…
-
Need to customize Customer Creation from Oracle Sales CloudSummary: Content (required): Hello Team, We understand that system creates a party automatically in Account receivables after we convert prospects into Customers. We wou… -
Limit Products by logged userSummary: Is it possible to limit visible products on catalog based on logged user? Content (required): Hi Community. We have a requirement that each user (sales rep for …User_2025-03-07-05-49-33-039 53 views 1 comment 0 points Most recent by Lucian Vasile-Support-Oracle Sales
-
User unable to create expense report - Party record not created for user accountSummary: Content (required): User is unable to access expense report page getting the error - Missing employment details. select * from HZ_PARTIES where orig_system_refe…
-
Use Groovy Script option in AR Customer to trigger ERP Adapter-OICRelease: 11.13.22.07.0 Summary of the question: There is an option in ERP trigger endpoint in OIC: Receive Requests from ERP Cloud Applications (explicitly sent from Gro…Prasanth Prabhu-Support-Oracle 475 views 1 comment 1 point Most recent by John Vakoc-Oracle Receivables & Collections
-
How to enforce a rule to have only one Customer Account for every Customer(organization/person)Summary: Single customer account for a party(either an organization or person) Content (required): Hi Team, As per the Oracle Trading Community Architecture, We can crea…Shashidhar Goud 31 views 1 comment 0 points Most recent by Nicoleta Chiru-Support-Oracle Receivables & Collections
-
How to add the currency field in the creation layout of Opportunities in CX Sales Mobile?Release: 22C Summary of the question: I need to add the Currency field in the creation layout of the Opportunity Object in the Sales Mobile Application Supporting Docume…Hector Dantas-Support-Oracle 42 views 2 comments 2 points Most recent by Hector Dantas-Support-Oracle Sales
-
How to create a new advanced search option to view opportunities created within 90 days?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Request is to modify an Opportunity UI List from Page Composer in …
-
Rename Action Menu Item**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: We have requirement to rename the "Copy" action menu item in Busin…Dragos Deak-Support-Oracle 53 views 1 comment 0 points Most recent by Oana Grigorie - Support-Oracle Sales
-
Is there a way to lock down an assessment once questions are answered?Summary: Once someone has completed all of the questions in an opportunity assessment, is there a way to make the assessment read only so that no further updates can be …Jackie Harris-197159 33 views 1 comment 0 points Most recent by Oana Grigorie - Support-Oracle Sales
-
How to assign a custom Role to a Partner ContactQuestion :How do you add additional/custom roles to the Manage User's Page role dropdown for Partner Contacts Body: I created a custom role and would like to assign this…Kyler Thomas-Support-Oracle 32 views 2 comments 0 points Most recent by Declan Cunningham-Support-Oracle Sales -
How to populate additional tabs on Product catalog Product Details**This post was created as part of a How to Service Request (SR) Release: 22b Summary of the question: We have products in the Inventory but when we consult them from an…Kyler Thomas-Support-Oracle 22 views 2 comments 0 points Most recent by Declan Cunningham-Support-Oracle Sales
-
how to edit a standard fields at contact and account screenSummary: Hello everyone , I want to edit a work phone field to make it required and the primary phone field to make it required and updatable regards Content (required):…
-
how to make every salesperson see just his own records at ( contact , account , lead , opportunity)Summary: Hello everyone , I want to make each salesperson just have access to his/her own records only and can not see other records but the sales director still has the…
-
Is there any limitations on creating lookups within each object in the Workspace?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Are there any limitations on creating lookups within ea…Matei Niculescu-Support-Oracle 32 views 1 comment 0 points Most recent by Matei Niculescu-Support-Oracle Sales
-
Add mashup in opportunity header**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: we want to add the mashup to the top of the opportunity screen Is …Kyler Thomas-Support-Oracle 33 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales
-
How to add two quotas on territory level?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: The customer has the requirement to have two quotas on …Matei Niculescu-Support-Oracle 42 views 1 comment 0 points Most recent by Matei Niculescu-Support-Oracle Sales