Setup and Maintenance
Discussion List
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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 12 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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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 51 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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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
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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?
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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…
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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…
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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…
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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…
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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 21 views 1 comment 0 points Most recent by Andrei Stan-Support-Oracle Sales
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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.…
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Global Search : FND-6603 Search ErrorThere has been issue when using Global Search. When we are trying to search on the home page, we are receiving the error below. However, when we go to workspace and try …
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In Contract Management, can we add custom validation on Submit of a Contract?Summary: Requirement to add a custom validation when submitting a Contract. Content (please ensure you mask any confidential information): n/a Version (include the versi…
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Error when adding relationship to a contact through Redwood UI in 24D releaseSummary: Add Relationship becomes available in 24D, However, it is not working as expected as we experienced in the Classic UI Content (please ensure you mask any confid…
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New Acounting Calendar DFF is not coming up in REST API callSummary: Hi Everyone, We have created a DFF in Account Calendar and now we are trying to get the DFF in the REST API call via POSTMAN. But somehow DFF is not being shown…Imran R Khan 4 views 1 comment 0 points Most recent by Mihaela Cozma GL-Oracle General Ledger & Intercompany -
How to display a lead's territory team membersSummary: How to display a lead's territory team members Content (please ensure you mask any confidential information): I want the people of the territory to appear in th…
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Relationship setup of two FCL in BulkSummary: Hi, We are looking to setup relationship(dependent values) between two Fixed Choice List fields. That can be done manually by going into App Composer. But as we…
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Encountering "Remote Region error #3" when trying to access Configure Adaptive SearchHello, We are encountering this error when trying to access Configure Adaptive Search. Unable to retrieve content. Additional information for "Remote Region error #3": T…
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How to alphabetical order the list of values at the moment to cancel sales order line?When I try to cancel sales order line I can see the list of values without order in the field "Cancellation Reason". How to alphabetical order the list of values in this…
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Enable Assignment Rules for Accounts "Manage Customer Center Assignment Rules"Summary: Can some one provide me documentation regarding enabling Assignment Rules for Accounts. I couldn't find the document any where. When we are trying to create the…Lavu Kalyan Chakravarthi 21 views 2 comments 0 points Most recent by Anubha Vijayvergiya-Oracle Sales
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Make Read Only a Custom Attribute CX SalesA custom field is there 'Digital Priority' ( Fixed Choice LOV TYpe) Client wants to make it Read Only and also want to update weekely via bulk import using CSV File Impo…
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Relationship between 1 or more fields in Sales Opportunities sectionWhen I try to change the BU (Business Unit) on an Opportunity already configured previously, the system automatically updates, bringing to the lowest value, 2 fields pre… -
Sale Orders DiscountHow we can have a feature of create a discount on the sales order instead of having it on the each line items?
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Request for Assistance in Adding a New Field to a Subject AreaSummary: I need help adding a new field titled "Service Request Number" to a specific subject area in Oracle. Content (please ensure you mask any confidential informatio…Juan Urra 32 views 1 comment 0 points Most recent by Angel Jimenez-Support-Oracle Reporting & Analytics for Fusion Service
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Item Class Assignments for CX ProductsHi I need to associate the Item classes to Cx Products defined under Item Master Org. We do not have PDH enabled for use, we are only using Cx for now, so we use basic f…
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How can we Assign Lead Automatically on basis of "Source" After Assignment Rules are Configured ?New Leads are generated from Eloqua automatically in Sales Lead. In all that Lead "Source" is configured as "Eloqua" and we have also configured that if Source is "Eloqu… -
How to Remove Checkboxes on Account and Contact object List View PagesSummary: I am looking for a way to remove these checkboxes on the List View Pages of Accounts and Contacts, etc.
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How do I change the resource organization hierarchy name?Summary: I am trying to rename some of my organization but unable to find where to do so. Content (please ensure you mask any confidential information): Version (include…
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Is there a way to change decimal precision value for amount fields?Summary: Is there a way to change decimal precision value for amount fields? Content (please ensure you mask any confidential information): Hi All, We have a requirement…Hrushikesh Patil 32 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales