Setup and Maintenance
Discussion List
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How to add more fields under Update Contact smart action?Summary: Add more fields under Update Contacts smart action. Content (required): When we click on Smart action 'Update' , we get to see only Job title, First name, last … -
How to add the "Type" field for addressesSummary: Following the instructions set out in the document, but unable to add https://docs.oracle.com/en/cloud/saas/sales/22d/fadsi/enable-multiple-account-addresses.ht…
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Checkbox fields in WorkspaceSummary: Now the checkbox fields are seen in the Workspace as True or False, instead of being a check. Content (required): I have seen that there is an Idea Lab where th…
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I want to make custom objects multilingualContent (required): I'm in charge of setting up Japan. For example, I created a custom object called "接待履歴". However, since there are English users who use CX, I wou…
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Is there a way to have DaaS fill out the NAICS codes on the (new) accounts?Summary: We want to use DaaS to create and enrich our customer accounts. We have created a custom mapping which includes all the possible NAICS fields, but this field is…
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P2TSummary: I need to refresh my Test Environment and have a few questions. Content (required): I originally asked Oracle Support to refresh my Test CX environment but they…
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How to customize the pages where contacts are added from other modulesSummary: We want to customize the pages where contacts are added from different modules such as leads, opportunities, accounts, etc. Content (required): We need to custo… -
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…
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Can a Business User access Sales and Service both ?Summary: My business user needs to work on Service and Sales both like Opportunity and Service Request access both. So can we provide them both access at same time ? Con…
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Can we enable 'Contains' operator for Account field in Activity objectSummary: Can we enable 'Contains' operator for Account field in Activity object Content (required): Hi Team, We have requirement where Customer is asking to enable 'Cont…
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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 …
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Sales Campaigns and CampaignsContent Hi Community Members, Could someone explain me the difference between sales campaign and campaign? I can these 2 objects in app composer and SUI. When one should… -
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_2025-03-07-05-55-29-886 132 views 7 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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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 …
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List of Values via SQL/Analytics Query - Oracle Sales Cloud (FUSION)Is there a way to extract/Query all Lists of Values via Analytics SQL Query or from a Task in Setup & Maintenance? We are trying to document this information in Oracle S…Christian Gerald Patacsil 91 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales
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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…
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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…
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Theaccount and opportunity always assigned to the parent territory and not assigned correctlySummary: its important to solve this "The account and opportunity always assigned to the parent territory and not assigned correctly to the child territory" Content (req…
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How to use geography dimension in Business Plan Objectives? (and how to create new dimensions)?Summary: How to use geography dimension in Business Plan Objectives? (and how to create new dimensions)? Content (required): I enabled geography dimension for BP Objecti… -
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 …
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How can I show the description of the UOM and not the code at the product line levelSummary: How can I show the description of the UOM and not the code at the product line level in leads and opportunities? Content (required): We want to display the DESC…SERGIO BARRETO 31 views 1 comment 0 points Most recent by Dave Prasad-Oracle Product Master Data Management
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Business Plan Objective Split not availableSummary: Hi, I'm creating some objectives for business plans and the action "Split" is not available under actions. Already checked on App Composer and the action is add…
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Vertex ORAMAST import to CDM GeographySummary: Hi, We'd like to use Vertex ORAMAST data file as the source for CDM Geography. As per CDM implementation guide, it's supported. Can you help with the following … -
How to enable the originalsourcesystemreference number child field in adaptive search?Summary: I'm using the REST API endpoint of adaptive search and I want to expose the Original Source System Reference field of an account from contact entity. The accoun…
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How to add team members to an account in bulkSummary: We want to know if there is a way to bulk add or remove sales team members in an account through the UI Content (required): We would like to know if there is a …
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How is it best practice to update the team members associated with an account?Summary: We are currently undergoing a commercial force maintenance process due to a change in the company's strategy. Therefore, it is necessary to start an update proc…
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How to filter search results using child object fields in Adaptive Search REST API?Summary: I'm filtering the search results in Adaptive search REST API using child account fields and contact fields from parent contact object. When I tested in Postman,…
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How to extract Geography validation attributes for all countriesSummary: **This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How to extract Geography validation attributes for all co…Syed Misbauddin-Support-Oracle 102 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales -
Unable to translate the DCL values.Summary: We are looking fuzzy search option in FCL and currently, we have not seen this feature in FCL. So We need the DCL field value transition based on the login user…
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Is it possible to update the Default UOM of a Product using Item Service V2 web service?Summary: Update the default UOM/ default UOM Code of a product Content (required): In our Dev environment, around 200 products have incorrect UOMs. Is there a way to upd…