Setup and Configuration
Discussion List
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CX Routines - Time Zone in emails taking standard +00 TZ.Hello, We have configured routines for one of the Client, wherein an email will be triggered to owner if Original Date (Custom DateTime field) is within next 7 days. Now… -
Best Practices for Product Catalog and Price ListsSummary: Is there anywhere that outlines the best practices for working with products, catalogs and price lists For example, how do I deal with products we no longer wan…
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Enterprise Structure SetupSummary: We have rolled out the setup for CX sales and in progress of configuring the products for CX service. Service module require Products setup, this process expect…
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Activities cannot be searchedActivities cannot be search on normal ADF UI, but can be searched on workspace. These activities have been created via import. What is the possible cause and solution of…
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Not able to translate Custom Sales Stages in OpportunitySummary: We are having some custom Sales Stages as per our requirement. But we are not able to find an option to translate those Sales Stage values. We are trying to tra… -
Why is there a delay in showing the recurrence activity in Sales Calendar?Summary: We are creating a recurring appointment -Team Huddle Type and it has a 30 mins or more delay in showing on the calendar. We have set up the recurring appointmen…
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Quota Required Setup that will not go through Setup and Maintenance Pages || Options via Roles SetupSummary: Due to security considerations, is there a way that our End Users responsible for Quotas Setup can access the following without going through Setup and Maintena…Christian Gerald Patacsil 31 views 2 comments 0 points Most recent by Christian Gerald Patacsil Sales
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Getting error while accessing the Configure a Model REST APISummary: We have a requirement to configure the model and add to existing quote through webservices. We tried with the oracle docs, but we are not able to process fully.…
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Lead to Opportunity Conversion not creating a new accountSummary: The REST Lead to Opportunity conversion smart action allows users to select two options to create new contacts/accounts: enableCreateContact enableCreateAccount…
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How can we disable / remove the 'Delete Note' Action from Note Object and Edit of the Note RecordSummary: We do not want to allow the user to delete the created notes and also once the note create should not allow to edit the record , how can we achieve this. Conten…
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what is the process of Quote and orderSummary: What is the process for quotes and orders without CPQ, and how is the data displayed? Content (please ensure you mask any confidential information): Version (in…
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Field Search not workingSummary: We have a DCL search page , in that we have DCL fields and all are working except one DCL. Though we are giving the value in it , it is not considering it for s…
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Adding a custom field to the Lead Convert Page LayoutI am looking to add a custom field that is associated to an opportunity to the lead convert page layout, the one to create an opportunity from a lead, but it is not avai…
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Workspace does not display recent changes in Account OwnerUpdates made to the Account Owner are visible on the Team page, but these changes are not appearing in the workspace area. Has anyone else seen such behavior and perhaps…
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Read Document Record Attributes values from an Attachment and create recordsSummary: In Oracle Sales Cloud is there any option to read .Xlsx file data and create records in custom Object. Content (please ensure you mask any confidential informat… -
Sales Module to Redwood SalesGood day, We are looking into the differences between Sales and Redwood Sales to relay this to our end users. We have enabled Redwood sales in our lower instance however…
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How to create custom Child object under Custom object in Application composer?I created a Custom Object under standard object Account in Application Composer. Now i need to create one more child object under my Custom Object. In Application compos…
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Is there any possibility to enable soft delete for objects in Sales Cloud ?Hi, Is there any possibility to enable soft delete for objects in Sales Cloud ? For example when I delete a revenue line from the opportunity object, I cannot see it whe…Vitejanu Vasile-Madalin 21 views 9 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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how to display preferred name and resource hierarchy when clicking on opportunity ownerSummary: On the opportunity edit page, when we click on the owner name it pops up a page which shows the resource details, Is there any way to display preffered name and…Aditya Varma Gadiraju-Oracle 11 views 2 comments 0 points Most recent by Aditya Varma Gadiraju-Oracle Sales
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After Creating Custom Objects , how do i tie it my organization and display their attributes in UI?Summary: Hi Team, After creating custom objects from application composer , how do i tie it to my organization/Account basically creating a child of organization/Account…
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Can we have multiple records in milestone configuration completion level with OR conditionSummary: We are configuring the milestones , here we defined multiple levels for the SR , but in any case SR can be set to resolve so that time milestone should set as c…
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Comments Field Not in Adaptive Search ConfigurationWe would like to make Comments field visible on workspace. However, we cannot find the field in Adaptive Search Advanced Configuration. This field is OOTB on account lev…
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How do i tie my custom table to Organization/Account in Sandbox?Summary: We can create our own custom tables in CDM using application composer → custom Objects along with custom fields After creating a Custom Object, Can i do a impor…
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How to read AUDIT_CHANGE_BIT_MAP_ column in Audit tableAUDIT_CHANGE_BIT_MAP_ column which is present in Audit tables consists of 0 and 1 . Upon on change this column is getting changed to a different combination of 0's and 1…
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Cannot Find Parent Account Field in SandboxWhere can we see the parent account field in application composer in sandbox?
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No Data in Parent Account Field on Workspace Landing PageWe have enabled Parent Account field on Adaptive Search Advanced Setup. However, upon validation, there is no data for Parent Account on Workspace landing page even thou…
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Created a Custom attribute from sandbox and it not visible in import templateCreated a custom attribute from sandbox which is searchable and updateable and published this changes. After publishing this changes we are unable to see this attributes…
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How to create a custom dropdown mirroring the OOTB Phone Country code Dropdown on Contacts?Is there a lookup code to reuse the ootb Phone Country code dropdown ?
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TrainingSummary: What are some of the recommended training partners in Canada or online self learning sites for Oracle Sales? Training for someone new to Oracle Sales
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Bulk importing Hierarchy Data - Where can i find 'TreeStructureCode' and 'TreeCode'While Importing Hierarchy Member through Import management i recevied the below error message. The values provided for the column TREE_CODE HZ_PARTY_HIERARCHY and the co…