Setup and Configuration
Discussion List
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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… -
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 41 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 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
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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… -
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…
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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…
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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 51 views 1 comment 0 points Most recent by Lucian Vasile-Support-Oracle Sales
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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…
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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
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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 41 views 2 comments 2 points Most recent by Hector Dantas-Support-Oracle Sales
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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 …
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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 51 views 1 comment 0 points Most recent by Oana Grigorie - Support-Oracle Sales
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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 31 views 1 comment 0 points Most recent by Oana Grigorie - Support-Oracle Sales