Setup and Maintenance
Discussion List
-
What is the recommended frequency to schedule this ESS job?Is there a recommended frequency to schedule the ESS job 'Synchronize Financials Accounts and Contacts with CX Sales'? -
Retaining certain values post merge in CDMHi Team, Consider we have two supplier's - A1 and A2 . For A1 supplier the 'Supplier Status' field is Active. For A2 supplier the 'Supplier Status' field is Inactive. Ou…
-
Feature Friday: News Feed Home PageContent The News Feed home page layout is our recommended way for you to give your users a fast, easy to use home page. To help you understand and quickly switch to the … -
Issue with Custom Date Field Changing to Yesterday after SavingHi all, There is an issue with a custom date field on the Activity object. Upon saving, the date automatically changes to yesterday's date. I’ve been trying to replicate…
-
Has the ZMM_ACTIVITY_DISABLE_TASKS_EXTERNAL_NOTIFICATION profile option been deprecated?Summary: Why are we no longer able to find the Setup and Maintenance "Sales" profile option ZMM_ACTIVITY_DISABLE_TASKS_EXTERNAL_NOTIFICATION , after the 25A quarterly up… -
Can I setup different Sales order number sequence for different organization ?Can I setup different Sales order number sequence for different organization ? Can I assign another new sequence apart from ORA_FOM_DOC_SEQUENCE_AUTO to sales order ? Th…
-
How Account ERP Party Id related to Partner Management Account Party IdSummary: How Account ERP Party Id related to Partner Management Account Party Id. Content (please ensure you mask any confidential information): Here's a corrected versi… -
How to integrate teams using delegate optionSummary: Hi, How could we integrate Sales Opportunity and Teams, using "Delegated Permissions" instead of "Application Permissions"? The reason for that, is that "Applic… -
Country name in the different languagesSummary: Hi Our user has a requirement where to change the country name from North Macedonia to Republic of North Macedonia. So we have changed it from Manage Territorie…
-
BUG? - Resource role update in Manage User taskSummary Known bug?Content In Manage User task, if I update resource role for a user, a new role is added to JTF_RS_ROLE_RELATIONS. This is what happens - If user A has r… -
Which privileges or duty role required to access user details data in Manager users?Summary: We need to create a custom role that allows access to manage users and also enables us to view existing user data through search Any one can help us in this to … -
How to enable multiple Phone Numbers for the Duplicate CheckHello, We are currently using four different phone numbers in the Sales Cloud for contacts. Our customer has requested that all two of these phone numbers be included in…
-
Implications of change in country nameHello, Users requested for country name change for North Macedonia to Republic of North Macedonia. For this we have changed the country name in Manage Territories by fol…
-
Error to create Microsoft Teams from opportunitySummary: Users are not able to create MS Teams chat from opportunity. They get the error "You can't create a team in Microsoft Teams due to the following error: Please c…
-
How to turn off warning message on Opportunity and Service Request Page?The warning message pops up when user removes Account on Opportunity and Service Request page. How can this be turned off as this is not of use.
-
My photo does not change after saving and closing changesSummary: I want to change the photo in the fusion environment but the application does not update the information. Content (please ensure you mask any confidential infor…
-
Updating Canadian Postal CodesOur Sales team continue to complain about Postal Codes in CA that are either associated w/ incorrect towns in CX or they're not listed in ORACLE all together. How can we…
-
Configure Adaptive Search - Cancel Process and Schedule as another userSummary: The processes under 'Setup and Maintenance' - 'Configure Adaptive Search' is scheduled to run as a user that has been deactivated. This process keeps on failing…
-
Restrict the salesperson so that he can see only his account.Summary: Requirement is salesperson can be search or see only his own accounts or where he is the owner not others. So to restrict the salesperson so that he can see onl…Shubham Majithia 41 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
-
Is there a permission that allows users to modify change historySummary: Can anyone tell me if there is a permission that might allow someone to modify a change history? If there is such a permission we want to make sure that no one …Carol Schiffler 11 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
-
Can you please let us know the Purge process on audit backend tablesSummary: Hello Team, We enabled few attributes for auditing using 'Manage Audit Policies' task. Now in the Audit tables we can see that history is been stored for all th…Harshini Amancha 59 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
-
Modify the BPM Notification EmailWe have setup a simple BPM Approval for the Lead Object in Oracle CX Sales, we have a requirement to modify the content of the notification delivered to the users
-
Snippet Field Not in Adaptive Search ConfigurationIs the Snippet field available in Adaptive Search Configuration? Can it be disabled? If so, do you know the name of the field in the Adaptive Search Configuration?
-
In Oracle CX Sales how to lock access to the environmentSummary: We are looking to freeze access to the environment for non admin users. This is necessary to perform push some new implementations. I am looking to 'Lock' the s…
-
Adaptive Search Query : MemberFunctionCodeIs there a way on adaptive search query to show the MemberFunctionCode of the Team Members? I don't see it on the fields available for Team Members. We need this to dist…
-
Custom field not available as workspace filterSummary: I created a custom Fixed choice field on the Opportunity object and made it searchable. I also enabled the new field to Display in UI in Configure Adaptive Sear…
-
I want to verify the cohort of our system (Eloqua and sales cloud)How i can verify the cohort of my client? and with that information how I can look for the update schedule of the 2025 year for sales cloud and eloqua I appreciate any h…
-
How to search by “item number” in product sectionSummary: Search by “item number” in product section Content (please ensure you mask any confidential information): How can I search in the search bar of the “Products” s…
-
How to auto-calculate # of Activities per lead?Hi Team, I have already tried groovy and it is calculating the number of activities on an update on lead. But the ask is, for a existing lead, when the user adds an acti…Aditya Varma Gadiraju-Oracle 22 views 1 comment 0 points Most recent by Andrei Stan-Support-Oracle Sales
-
Microsoft 365 Outlook Add-In Shared Item Syncing IssueWe have an issue with sharing item in Microsoft Outlook. After sharing an item, it just spins for about 3-4 minutes—sometimes displaying a message that it has timed out.…