Category 42-2
Discussion List
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How to assign same territory from parent account to its child hierarchy?Summary: Hi, When we have an account hierarchy where the parent account has few different attributes than child accounts, but we want same territory to be assign to all … -
Are there privileges that can be used instead of seeded CX ones?Summary: If we want to remove or revoke the following Privileges from the roles, could there be a downstream issue? Privileges name: View Trading Community Resource Deta… -
ComplianceFlag in Service RequestSummary: ComplianceFlag is not working as expected from object workflows Content (required): We want to send an escalation whenever the milestone is overdue so we are us…
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Subject Area to pull all contacts from Accounts (that are not customers)Summary: Subject Area to pull all contacts from Accounts (that are not customers) Content (required): I am trying to pull a list of all contacts and want to include thei…
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How to configure from email address for notifications from CRM cloud (Lead Assignment)Summary: We have configured a custom email notification for Lead assignment and the notification is triggered when a lead is assigned to a sales rep, but the from email … -
Does Territory assignment work with multiple fieldsQuestion : Does the system allow you to assign territories based off of geographic element AND another field value? Example: we have geographic assignment for all of out…Kyler Thomas-Support-Oracle 51 views 3 comments 0 points Most recent by Kyler Thomas-Support-Oracle Sales -
How We Can See The Product And Product Group LOV in Add Product Action From Digital Sales For LeadQuestion: Leads/Opportunity Screens > Add Product action navigates user to a sub view where search on product name does not return any data **This post was created as pa…Mihaela Anghel-Support-Oracle 41 views 1 comment 0 points Most recent by Mihaela Anghel-Support-Oracle Sales -
Help with BI answers Report - AccountContactIDSummary: I am trying to create a report for contact information that has a relationship with that Account. In the import mapping for AccountContact I am able to see the …
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How To Add a Value In The "Due Date Reminder" For Task"Summary: How can I add a Value in the "Due Date Reminder" For Tasks"
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Enable LinkedIn for CX SalesSummary: Enabling LinkedIn for Activities Content (required): We've enabled Linkedin Sales Navigator for our users and we want to know how to enable the additional optio…
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Auto populate value on the search filterSummary: Auto populate value on the search filter Content (required): Is there a way to auto populate the field value in search filters of other Fixed choice list Field.…
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Creation of Asset gives error : An error occurred. Contact your help desk. (FND-2)Summary: Creation of Asset gives error : An error occurred. Contact your help desk. (FND-2) Content (required): I created an asset named testasset. Later I renamed this …
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How to Migrate Access Group Setup DataSummary: After completing the Migration Processes, CSM and FSM, the Custom Access Groups and System Access Groups Rules were not migrated across Version (include the ver…Robert de Klerk-Oracle 101 views 5 comments 0 points Most recent by User_2025-03-07-05-55-29-886 Sales
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Custom DCL fields are not visible in analyticsSummary: We have custom DCL fields in Lead , those were not coming in standard subject area , so created custom subject area by adding all the fields and published , aft…
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Method Of Payment in CX Sales CloudHi everybody, we are working with Fusion (CX) Sales Cloud and we are using CPQ as well. We are facing with a internal discussion as the “Billing Account” and related “Pa…
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Unable to set "Blank" value in country fieldSummary: A country field with a LOV type appears in Contact. Every time we attempt to add a new contact, the Netherlands is selected as the default country in the countr…User_2025-03-07-05-27-23-569 31 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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Problem Adding Competitor via dialog box in Digital Sales Opportunity.**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Unable to 'Add Competitor' via dialog box in Digital Sal…Swathi.Lemati-Support-Oracle 41 views 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle Sales
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How to translate Currency code to another languageNeed to translate SAR code so can see in the Arabic UI with the Arabic meaning in Currency list inside lead and opportunity. -
How to retrieve province's Primary and Alternative Names of CA country using SQL query?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Customer requested to know how to retrieve province's Pr…Manoj Kumar-Support-Oracle 181 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales -
Can we add detail reports/dashboard in cx sales mobile app?Summary: When we are trying to add reports from 'visualization configuration' , we are able to select the path but with in that respective path reports are shown up. can…
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How to check Object workflow e-mail(s) if sent successfully to the userSummary: Content (required): is there a way we can check if workflows email was sent properly to the user? it is similar to email logs that been sent to the users via ob…
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Creating Webservice with Dynamic ParameterSummary: Dynamic parameter in webservice to apply in URL Content (required): Oracle supports dynamic parameter in webservice, however when it applies to URL hostname it …
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Sales person user cannot edit Created appointment as added as team member to itSo how can enable sales person user to edit the appointment details when he/she added as team member in the appointment.
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Change how opportunity revenue line amount is calculated.There are 2 custom fields: Field 1: Sale price Field 2: Tax 1 I need the result of multiplying (Field 1 * Field 2) is reflected in the Amount field of the opportunity in…Syed Misbauddin-Support-Oracle 72 views 4 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Sales -
How to use Opty id in rest service to get particular opty details**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Can we use Opty id in rest service to get particular opt…
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How to enable Microsoft 365 Integration for another Identity provider?** This post was created as part of a How to Service request (SR) Release: 22C Summary of the question: Did the initial setup of Microsoft 365 integration with default i…Kyler Thomas-Support-Oracle 51 views 2 comments 0 points Most recent by Kyler Thomas-Support-Oracle Sales
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Has Oracle CX an option to export data to SFTP?Summary: Has Oracle CX an option to export data to SFTP?Siraj Syed -Support-Oracle 41 views 1 comment 0 points Most recent by Siraj Syed -Support-Oracle Sales
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How can we fix this date format error on a newly created Smart Action in Workspace?Summary: We have created a new "Create Opportunity" Smart Action under "Activities" in Workspace. When clicking on the new Smart Action "Create Opportunity" a date forma… -
Industry: 2022 NAICSWhen will the 2022 NAICS group be added as a classification category?
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Custom object DCL is not showing any data in cx sales mobile appSummary: We had created custom object DCL in Lead object, user is able to search for the data in WEB but in mobile unable to search anything when they click on DCL to se…