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Discussion List
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Block API access for the custom sales job rolesSummary: We created custom sales job roles (e.g. sale rep, sales mgr, sales vp) by copying the OOTB job roles. We'd like to disable REST API access for these custom job … -
How to verify if Matching Rules are working as designedSummary Validate MatchingContent One of the important feature in CDM is Matching functionality. This is obtained using Enterprise Data Quality (EDQ) which is integrated …RajeshPandey-Oracle 59 views 1 comment 3 points Most recent by Ravindra Sirigiri-Support-Oracle Sales -
CDM hierarchy change to trigger custom object updateSummary CDM hierarchy change to trigger custom object updateContent Hey, We have this requirement - Whenever the CDM hierarchy is updated, we would like to trigger an up…
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Clarification Needed - Manage/View Trading Community Hierarchy priviledgesSummary do we use them at all to control CDM hierarchy access?Content Hi, Quick question on CDM Hierarchy - For these two privileges, do we use them at all to control re…
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How is it possible to hide a field in Manage Account Hierarchy?Hello, How is it possible to hide the field "Typ" in Manage Account Hierarchy? I saw so topics about adding new custom fields (https://community.oracle.com/customerconne…
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Last activity date w/ owner of last activity by accounts reportWe have a number of reports on our OTBI Dashboards that looks at last activity by account by a few different categories. Recently we've felt that bringing in the name of…mfribeiro 22 views 5 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Address Fields on Custom ObjectWe have a custom object that we have had users fill in the address as an open text field. Now, however, we want to split the address (address 1, address 2, country, post…
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How to manage FCL and its Value Map without SandboxSummary: We'd like to update the FCL lookup values and its value map to support on-going business operations. How can we manage these data without using Sandbox/App Comp…
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CX Sales Mobile Resource Display IssueSummary: Resources list in Mobile is not displayed based on the resource setup. What do I miss? Mobile: I logged as Manager for the resource organization. I see 3 resour…
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What functions and roles privileges to users manage account notesSummary: Some users don't have access to manage account notes, I tried to find a policy in this link: https://docs.oracle.com/en/cloud/saas/sales/oaslm/Sales_Administrat…
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Is there a way to lock the Win % field on opportunities so it can't be updated manually?On opportunity object, the win % field automatically updates based on sales stage. The field, however, can be overwritten so sometimes the win % doesn’t match the stage …
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CX Object and Database Mapping SpreadsheetSummary CX Object and Database Mapping SpreadsheetContent Do we have a mapping sheet for standard object/attribute and DB table/column? For customer object/attribute, I …
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Owner LOV display behavior for Opportunity and Custom ObjectSummary: Hi, I'd like to confirm the system expected behavior on 23D for Owner LOV on Opportunity and Custom Object - If I have inactive (end-dated) and active resources…
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Confirmation Needed: Object Trigger and Object WorkflowSummary: Hi, I need your help to confirm the following behavior for Object Trigger and Object Workflow. If I create/update CX object data from ERP UI, object trigger and…
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CDM AVCS Data Source for US address verificationSummary: Hi, I noticed that Loqate and Vertex has some geography data mismatch especially city name element. This is causing address data sync issue from CDM (using Loqa…
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How to call web service option in BI report.Summary: We have API end points & we need to add in Action Link in BI report in Invoke Web service Option. Please let me know how to make use this option Content (requir…
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How to identify contacts matched with linkedinSummary: Identify contacts that have been matched with linkedin via LinkedIn Sales Navigator Content (required): Hi, We want to identify the contacts that have been matc… -
How to use Get function to call Third party ApplicationSummary: please let me know how to use get function in groovy to calling from third party application Content (required): Version (include the version you are using, if …
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To have a system prompt on Accounts and Opportunities for sales team functionSummary: Hi all, have a requirement and am seeking everyone's support on this: If a user selects the sales team function role "pursuit leader" from the LOV, can we have … -
How to assign Multiple Technician to a Single Service Work OrderSummary: Need to assign multiple technician to a Service Work Order as multiple technician are working together to resolve the issue. Content (required): We have a scena…
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Workspace - Dependent Filters and Next/Previous RecordSummary: Hi, Can you help to answer the following questions with Workspace/Adaptive Search in the Simplified UI? 1. Is it possible to enable dependent filters? For examp…
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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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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 …
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Routines - does it support variable for field update?Summary: Hi, We have use case to update account owner with an attribute from another object for all accounts owned by this owner. Is this possible with Routines action f…
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Adaptive Search Full-Publish Time Metrics for Large Data VolumeSummary: Hi, The adaptive search full-publish takes long time to complete. I wonder if that's expected and if we can optimize the running performance. Here is the detail…
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URL pattern for ManageHierarchyLinkSummary: Hi, Does anyone know what's the URL pattern for ManageHierarchyLink on Account Overview subtab? Thanks, Adam Content (required): as above Version (include the v…
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How to tell if Upcoming Quarterly Update for Oracle Cloud will have an impact on Sales cloud/B2B?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: How to tell if Upcoming Quarterly Update for Oracle Cloud will hav… -
BPM Approval workflowSummary: BPM Dynamic Approval group and Email template in CX Sales Content (required): Need clarification on following things on regarding BPM Approval flow Is dynamic a…
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Markie Awards - We want to put YOU in the spotlight- Nominate now!This year marks the 16th year Oracle will celebrate customer experience (CX), innovation, and excellence in advertising, marketing, sales, service, and e-commerce.It’s a… -
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