Category 42-2
Discussion List
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Schedule Object WorkflowHi, How can I schedule object workflow to run every Friday at 11 PM. Thanks
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We want to create new lookup value in Activity TypeSummary: We want to create new lookup value in Activity Type. For that we have created a lookup in Manage Standard Lookups for this Lookup Type (ZMM_ACTIVITY_TYPE). We h…
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Not able to find documentation on 'ENABLE USER CONTEXT FOR SERVICE REQUEST' 23C new featureSummary: No documentation on the 23C new feature 'ENABLE USER CONTEXT FOR SERVICE REQUEST' Content (required): We were going through the 23C patch update new features do…
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REST API for custom object not accessible in application composerHi, I have created a custom object in application CRM Cloud. The REST API for the custom object are not visible. When clicked on either Service or Describe link, it take…
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How to increase resulted row data limit in BIP data modelSummary: We have created a custom BIP data model and when we are trying to view data it is showing "ORA-01795: maximum number of expressions in a list is 1000" Content (…
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Customer Relationship Management Application Administrator job roleSummary: Why does the Customer Relationship Management Application Administrator job role able to access the Setup menu of other Offerings? Content (please ensure you ma…
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Configuration for ‘Restrict All’ Access for Accounts and ContactsSummary: Questions about the steps in the document: Configuration for ‘Restrict All’ Access for Accounts and Contacts for New and Existing Environments on Update 22B (Do…
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You can make the Qualifications in Leads non-editable, for the Sales representative roleThe client wants to make the lead qualifications for some roles non-editable. This is possible?
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How to delete a territory dimensionSummary: I need to delete the "Sales Channel" dimension but I don't see the option enabled. How can I delete this dimension? Content (please ensure you mask any confiden…
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Control access to the Workspace module so that a role/user cannot delete opportunitiesSummary: It is possible to control the access to the Workspace module as it is evident that a user can delete opportunities. How can we control the actions button in the…
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API to update Purchase Orders Projects and Tasks at distributionsSummary: API to update Purchase Orders Projects and Tasks at distributions Content (required): API's to update Purchase Orders with out going for approval Version (inclu…
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Looking for clarification on having sales people be listed as contacts vs only being resourcesSummary: We have our sales people created as Contacts in CRM. They are also Resources. When we are using the latest Outlook plugin and it is having an issue with some of…
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Can we open a Quote Screen from CX DashboardSummary: We build a dashboard for quotes using standard subject area in analytics , there we have a information of Opportunity and Quotes. If we want to navigate to Quot…
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Best practice to re-assign a sales team when the sales leader leavesSummary: The current sales leader is no longer with the organization. What is the best practice to put in a new sales leader so the Hierarchy, Territories, Quotas, etc a…
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How to set custom object data visibility based on security roles (CX SALES)?Summary: I need to filter data in a custom object by using an SQL filter inserted into a security role Content (required): I want to filter the data in a custom object b…
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Does the reference code allow double-byte characters?Content (required): 1.Enter the sandbox and start Application Composer 2.Select any object and create a Choice List (Fixed). 3.Create a Lookup Type. When creating a choi…
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Update the size of the table for Revenue LinesCan we update the size of the table that displays the Revenue Line items in the opportunity, so that the users don't have to use the slide bar table inside the opportuni…
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Error while updating Cust Contact point "Attribute PartyId in view object PersonParty cannot be set"Summary: Getting error while updating customer contact point using webservice as "BO-27008: Attribute PartyId in view object PersonParty cannot be set." Code Snippet: Re…
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Best Practice for Creating a Service User AccountSummary: What are the recommendations for setting up a Service Account. Content: Hello, We are currently wanting to setup a Service User Account that will consolidate al…
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Chat feature for CX Users on Objects.Does Oracle plan on implementing anything similar to the "Chatter" Feature on SalesForce? It would be super helpful to have the ability to TAG other users on Opportuniti…
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REST API Web service returning nullSummary: REST API Web service returning null Content (required): def WService = adf.webServices.XX_OSS_GetEmailDomain def Headers=['Content-Type' :'application/json','RE…
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How can we automatically add a new product to Product CatalogSummary: Hi Team, We want to know is there a way to add a new product automatically to a product group in Sales and Service. Content (required): Version (include the ver…
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How to Delete User in Oracle CX Sales Cloud created via setup and maintainanaceSummary: How to Delete User in Oracle CX Sales Cloud completely created via setup and maintainanace page Content (required): How to Delete User in Oracle CX Sales Cloud …
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Update the Job Title on Manage User ScreenSummary: Need to update the picklist for the Job Title under the Manage Users Screen as pictured below. No Oracle documentation seems to exist documenting where this can…
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Add Warning on Attachment DeletionSummary: The desired outcome is to have a warning display when a user tries to delete an attachment that they can either accept or decline. We tried to use a similar sni…
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How to Invoke http Request In reportSummary: HI, I am try to use in Invoke http Request in report but i am getting error Soap invocation failure. HTTP error code: '
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How to send Sales cloud Account's audit history through mail ?Hi Everyone I have a requirement that I need to send sales cloud Account's Audit history through a mail to specific person in order to notify the recent changes . Kindly…
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Springboard greeting - how to set First Name and Last NameSummary: How to adjust Springboard Greeting Employee name from LastName, FirstName to FirstName LastName Content (required): I can't figure out how to adjust the Springb…
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Error with dashboard linked to a infoletSummary: Hello, I have 3 infolets in the initial page and all are linked to a dashboard created at BI. When i put in page compose the path to the dashboard, the preview …