Category 42-2
Discussion List
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Account Search using Address ( REST API)Hi We have a requirement to search and locate an Account using REST API queried by Address, City, State and Country. Tried calling the REST API in two diff formats and b… -
Issue on tracking REST API Usage for User-Level - 4-0000656412Summary: Team, We are encountering issues with monitoring REST API usage on a per-user basis. Currently, in OEC, we do not have an option to monitor REST API usage on a …Deepak Prakash 31 views 4 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales -
Add Group of Team members on Opportunity directlySummary: We are trying to implement the solution for adding the group team members directly on the lead and opportunity instead of adding single team member in lead or o… -
Clarification on Loqate ServicesHi Team, Our business utilizes Loqate services for batch cleansing, but we've been encountering numerous anomalies. I would like to understand how Loqate services functi…
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Can we restrict a user to view lead/opportunity created by him/her onlySummary: Hi Team, We have a requirement for some users, they should only view objects created by them only Lead and Opportunity. Content (please ensure you mask any conf… -
How to create a Hierarchy based Territory account team report in sales cloudSummary: When a manager user logs into the VBCS system he should see a report of accounts that he owns along with his subordinates. As of now in VBCS we don't have ID fi…
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Can we enable the actions menu for reports created by analytics?Summary: We have reports created using Visualization configuration based on OTBI analysis and embedded in Sales Dashboard. The ask is to add actions option through which…
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How to create Approval flow using BPM Worklist for custom objectHi, There is a requirement to create a Approval flow for a custom child object of opportunity object. Once workflow is triggered, the email should have the opportunity l…
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Opportunity Product Currency Defaults to USD Instead of GHS Despite Multicurrency SetupWhen an opportunity is created and a product is selected, the currency on the revenue line defaults to USD instead of Ghana Cedis (GHS). We have already enabled the foll… -
Can we disable ORA_HZ_PHONE_TYPE standard lookup values?Summary: We have a requirement to disable specific lookup values (Work, Fax, Land) under the ORA_HZ_PHONE_TYPE lookup. However, in the 'Manage Standard Lookups' setup, w… -
Associate Contact when Adding RelationshipIn CX Sales, open any Account → Add a Relationship (select existing Contact and give it a relationship type) → The added contact shows up in the 'Relationships' area, bu…
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Create Contest and Create Goal documentation neededSummary: Hi, In Sales Performance , we have option to create Goal and create Contest based on KPI's. We are exploring this feature for 1 Business Requirement and we didn…
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TCA: What is the impact to existing US Compensation Zones with Oracle Master Geography USOPTE?Summary: Looking for more details and information on how the transition to new Oracle provided Geographies will impact existing US Zones that were originally configured …
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Can we leverage custom fields for Sales Forecasting in Redwood?Summary: We have set up Sales Forecasting in Redwood on the basis of Organization Hierarchy. Territory Management has not been implemented on our project. With regards t… -
How to make a fields non-updatable in CX Sales Mobile AppHi, I want to make some fields non-updatable in CX Sales Mobile App when a user opens it. There is no change happening that we can write in the script to make it non =-u…
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Referencing Assessments on Validation Rule for OpportunityObjectTrying to create a Groovy Script for a Validation Rule on the Opportunity Object. Essentially stating: if(OpportunityType_c == 'NEWANNUITYACCOUNT' && Revenue >= 100000 &…
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How to make saved search based on a DCL fieldHi, We have a custom object used and there is one DCL field created in the object to assign a record to a particular user. I want to create a saved search based on that …
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How to find all the available Team members in contact object?Hi, How to get a report based on BI Analytics or SQL to get the list of all the contacts/Accounts and their associated Team members? can I get any SQL or subject area th…
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Account Change HistoryHi team, It is requested that we need to add one field to object Account (organization) change history. We have created a new field called Sales Strategy, and this field…
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Getting error while updating a custom field in Resource objectHi, I am trying to update a field in Resource object when a change happens in a custom object. We have a DCL field in the custom object to select a resource from the res…
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Incentive Compensation Credit Rule Assignment Audit Trail / Validation CheckHello, Oracle Experts. We're looking for ways to validate our crediting rules and optimize their performance. Do we have any existing reports or SQL data that show how t…Christian Gerald Patacsil 27 views 2 comments 0 points Most recent by Christian Gerald Patacsil Incentive Compensation
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Address object : Unable to find detail page layoutAddress object : Unable to find detail page layout I would like to add some fields to the address object in the detail page layout. But When i check I am unable to find …
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Can we rename the LOVs in Address TypeHi, Is there any option to rename the Address type field values (Bill to, Ship to, Sell to) to some other names. Regards, Kavya Prasad -
VBS check environment running to set environment dependent valuesSummary: Hi, we are implementing logic in VBS that need to set an ID variable (SalesMethodId for opportunities). This Id depends on the environment we are running, as th…
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Video: CX Extension GeneratorCX Extension Generator: CX Extension Generator automates the work of creating a top level custom objects, child objects (for both standard [24C and higher] and custom to… -
Add translation for Products in Fusion SalesWe have multiple languages enabled in our environment and have been able to add translations for custom content with any issues with the exception of Product Data. Is th…
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Configuration Migration from Test to PRODSummary: We have our application live with HCM since last 2 year and CRM which went live 2 months back. Parallel we have P2P implementation going on which might go-live … -
Include the Description field in the selector for a Multi Select Fixed Choice ListSummary: Is it possible to display both the value and description for a Multi Select Fixed Choice List through VB? I've tried using a Custom Object/Dynamic choice list t…
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Cannot Find Items/Products to Add to Opportunity Revenue Lines------------------------------ Body------------------------------------ **This post was created as part of a How to Service Request (SR) Summary: User trying to add Item…
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How to make Notes UI editable in Sales Mobile Application?'Add Notes' Layout is not editable or configurable in Sales Mobile Application.