Category 42-2
Discussion List
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How to change the Project leader name format.Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
Can we migrate the customization from one customer environment to another?Hi Team, I'm just curious to know if we can migrate the customization done in Oracle Sales and B2B service cloud of one customer ENV to another customer ENV. I'm aware o…
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Subject Area for Resource and its Resource Org and RoleSummary: Report that shows list of Resources and their assigned Resource Role and Organization Content (required): Which subject area can I use to create an analysis tha…
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Any one implemented Microsoft teams with fusion cx?Summary: Any one implemented Microsoft teams with fusion cx? We have to do set up in microsoft application and ODA application . and later enter details in fusion CX app…
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How to delete a single contact among Multiple contacts from Account using an APISummary: Hi All, I am trying to delete a contact which is Under an Account Site. I need to delete only a single site even if there are multiple sites under the same acco…
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How to get Account Number & Site Number in Customer DetailsSummary: Hi, I am trying to fetch Account Number & Site Number details from Finance to CX Customer details. In this picture Red color was Customer Number in CX & Blue co…
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Is it possible to convert a User account (not a Person record) into a Resource?Summary: Is it possible to identify a User (created directly from Security Console and is not a Person record) as a Resource? Content (please ensure you mask any confide…
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How can we get approval on Appointments (Monthly Schedule)The sales team needs to create a monthly schedule (appointments with different accounts/customers) and get it approved by management. After approval, sales representativ…
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Unable to interface credit memo created from amended lines due to items not being on credit memoWe have subscription with product lines - when crediting the line somehow does not contain the item therefore the credit memo does not interface to AR - as it gets an er… -
How does the currency conversion for currency type field work? for Sales application.We're running an analysis in our BI catalog on a custom object in our staging environment. The analysis shows a custom field: Amount, field type: currency - the field is…
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How does CREATED_BY_MODULE = 'ZCM' created?How to replicate this CREATED_BY_MODULE = 'ZCM' in Relationship? I tried doing 1. a. Drill down to account b. Navigate to Contacts subtab c. Search and Add Contacts d. C…
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How was RELATIONSHIP_CODE = 'BOARD_MEMBER_OF' created?How was RELATIONSHIP_CODE = 'BOARD_MEMBER_OF' created? Is it related to CREATED_BY_MODULE = 'ZCM'?
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How to get number of records created (SFA/CPQ) in realtime without impact performance?Summary: We need to know how we can get the number of records created in the last 5 minutes for the objects Service Request, Quotes and Orders. Content: This information… -
Is there any way to enable Inline Editing of Records Displayed in Lists for records from Workspace?Summary: We have a Customer requeriment, to Enable Inline Editing of Records Displayed in Lists for records. So we have followed the next documentation: https://docs.ora…
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Need to show the translations in other languages for Action Plans, Actions and ActivitiesSummary: We need to show the translations for Action Plans and related Actions and for the Activities related to the Sales Method of an Opportunity when a uses choose to…
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CRM team will be doing a soft mass deletion of accounts, can this increase the system performanceWe are having ~970K party IDs in OSC and we are planning to deactivate ~100K to 120K We will be soft deleting these records, so that they will not be available/visible f…
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Need to call an object function from global function in CX Sales - how?Summary: Use a global function to call and pass data to an object function Content (please ensure you mask any confidential information): Hi all, I'm driving myself nuts…
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Error: Publishing of another product group is in progress. Try again later. (QSC-375009)Summary: Currently, we are experiencing the following issue as a result of concurrent runs for Lock and Publish. Normally, the system takes 24 hours to release on its ow… -
Is there a way to get latest order details for a customer account from OM to CX?Summary: Sales Order details for a customer account in CX Content (please ensure you mask any confidential information): Hello, Is it possible to retrieve the most recen…Shiva Kumar Bandaru 32 views 4 comments 0 points Most recent by Shiva Kumar Bandaru Order Management
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How to send reminder notifications to the owner of activity daily?Summary: Hi Team, We need to send reminder notifications to the owner of activity daily until the activity is completed. Is there any standard solution to achieve this? …
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Customer account creation for REST API/Roles or privilegesSummary: We are implementing an integration for creating receivable customer accounts from other systems. We are using below REST and SOAP services in our integration. I…
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Does registering web service in CX Sales supports OAUTH 2.0?Summary: We have a requirement to consume a web service from a 3rd party APIM using OAUTH 2.0 without using Oracle Integration Cloud. I saw in Register Web Service authe…
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Hide or remove Structure icon displayed in the menuHello I am creating a role that can only manage users, organizations, positions, among others, however, the Structure icon appears in the menu. When I try to hide it wit… -
Error 401 on webservice call using generated token Opty outbound to azureSummary: Have registered two external webservices to used in Opty trigger. Token gets generated but receives 401 when doing the POST request Content (please ensure you m…
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Confirm to create a custom role in the production environment or wait for it to migrate?Hi, We need to create a custom role, which we will create in the test environment. Do we need you to confirm if we have to create it also in the production environment o…
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Facing issue with FTP Server setup in OBIEEHi All, We are setting up the FTP server in OBIEE to burst the BIP report output to FTP server. But the connection is failing after passing the Server, Host, Port, Secur…Ashok Ganesh-Oracle 32 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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POST works from POSTMAN and got error in groovyHi I am able to POST and getting the response from 'Postman' but when I create a Web Services and use it from groovy I receiving the 400 error. Can you please help me to…
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Is it possible to configure pop up message in Standard Dynamic choice list?Summary: Is it feasible to create pop message in dynamic choice list level? Content (required): Hi, I want to configure a pop up message with SR description in Dynamic c…
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Does the Oracle security model support only ownership visibilty? (i.e. only records I own)Summary: Curious if it is possible to only allow a resource to view records they own. This also includes record results that show up in a DCL field if you start to type …
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Can the close date field on opportunities be left blank during opportunity creation?Summary: As it stands now, when an opportunity is created, the close date automatically populates. This makes it so opportunities often times opportunity close dates com…