Category 42-2
Discussion List
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How to create a customer account site having 2 purposes using createCustomerAccount operation?**This post was created as part of a How to Service Request (SR) Release: 21D Summary of the question: Customer questioned if it possible to create one site based on sin… -
Is Forecastable is not showing up as an option to add to Adaptive Search in WorkspaceSummary: I want to use the Is Forecastable field so we can filter opportunities in a Workspace search but Support said it not possible to make it searechable They said N… -
Inactivate Customer Account Site level Contact using WS**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Customer wishes to inactivate the contacts available at customer a…Manoj Kumar-Support-Oracle 61 views 3 comments 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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How can I get LookupType Meaning for an LOV?Summary: I'm trying to find a way to retrieve 'LookupType meaning' fields (not code meaning) for a set of LOVs. Content (required): I was hoping to use findStaticLookups… -
How to set Quotas and sync with Incentive CompensationSummary: In 22B release we have seen that we can set goals and sync them IC, please provide document and steps on the same Content (required): **This post was created as…Suri Natarajan-Oracle 31 views 1 comment 0 points Most recent by Oana Grigorie - Support-Oracle Sales
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Securing Oracle CX Cloud IntegrationsSummary: We have some integrations in place which are using basic authentication to connect to Oracle CX Cloud (INBOUND). We have one dedicated user for these Integratio…
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Where can find BICC 22A Data Lineage SheetSummary: Where can find BICC 22A Data Lineage Sheet Content (required): Version (include the version you are using, if applicable): Fusion 22A Code Snippet (add any code… -
Records updated by Account Assignment ProcessSummary: What is the best way to view which accounts had their assignment changed/updated as a result of an account assignment job run? Content (required): We know we ca… -
Activity Scorecard ReportHi, Few user details are not getting displayed in Activity Scorecard Report tab from Sales Analysis Dashboard report Is there any process need to submit to synchronize T… -
Sales Manager - Opportunity DataHi, Is there any standard UI / report to see all opportunities of all sales rep of the Sales Manager? Below standard reports used to show the top opportunities. My Team'…Mohana Gopal S-Oracle 21 views 1 comment 0 points Most recent by Oana Grigorie - Support-Oracle Sales -
There's possibility to perform massive test load to check CX Sales performances?Summary: Massive load for performance test Content (required): I would know if there's a framework or tool able to test on massive way CX Sales UI's in order to check on… -
There's a downtime during CX Sales deployment?Summary: CX Sales Deployment Content (required): Hi all, this is just to know if CX Sales application can be access during a CX Sales deployment, specifically during CSM…
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Few custom fields doesn't appear in Import template creationSummary: Hello, We have custom field for Account object but they doesn't appear while adding for Import template for same object. Please suggest how to get them over tem…
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Global Search Displaying Inactive Deleted ObjectsSummary: Oracle sales cloud shows inactive/merged contact records in global search Content (required): Oracle sales cloud shows inactive/merged records in global search.… -
Households not visible to custom roleSummary: Households not visible to custom role Content (required): Hi, I have created a brand new custom role and have added few FSP and DSP to provide access to only Ac…
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Log the Email from ContactsSummary: If I log in as a Sales Rep, Is there any functionality available wherein I can log/record the Emails from my contacts in the CX Application. This is similar to …
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Notification on Account-Contact relationship deleteSummary: Hi Team, We are planning to send out a notification to account owner, when a contact is deleted from "Contacts" tab. Content (required): When a contact is remov…
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How can we populate a value in Address Additional Element Attribute 5 using groovySummary: How can we populate a value in Additional Element Attribute 5 using groovy Content: We have a requirement that we want to populate some value in Additional Elem…
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SSO CX Sales MobileSummary: We have SSO enabled when logging into the desktop, and we are currently configuring the CX Sales mobile app in our DEV environment. The implementation documenta…
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Upgrade Required for LinkedIn Sales Navigator by Dec 2021Summary: The following is an important announcement for customers currently leveraging the LinkedIn Sales Navigator plug in for Oracle Sales. All customers using the Lin… -
How can we report on Opportunity competitors custom fields data?Hi All, Summary: How can we report on Opportunity competitors custom fields data? We have quite few custom fields created in Opportunity competitor Object. And we want t…Lavu Kalyan Chakravarthi 21 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Privilage to make users not to update Account address using Rest APISummary: Privilage to make users not to update Account address using Rest API We have created a custom roles by copying OOTB Sales Representative role and removed update…Lavu Kalyan Chakravarthi 21 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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How to filter accounts based on sales account type field using access group or custom predicatesSummary: How to filter accounts based on sales account type field using access group or custom predicates Content (required): Hi All, We have requirement to have differe…
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Fetch Display Name/Meaning of FCL when querying a resource like Get all Opportunities using REST APISummary: How to Get the Display Name/Meaning of a Fixed Choice List along with the response when querying a resource say Get all Opportunities in a single API call Conte… -
Execute Dashboard from Opportunity Object through a LinkHi All, Summary: Execute Dashboard from Opportunity Object through a Link We have created a dashboard and all the reports in the dashboard are prompted based on the Oppo…
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trigger to validate if the national ID field located in contact object is not null before lead conveDears, I need your help to create a trigger in order to validate if the “national ID” field located in the contact object, is “not null” before converting any lead to op… -
CX Sales Mobile app experience for iPadsSummary: The current Gen 3 of the mobile app looks great on smartphones. Is there a plan to have an iPad experience. Our customer would like to use the app offline with …
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Fetch Display Name/Meaning of FCL when querying a resource like Get all Opportunities using REST APISummary: How to Get the Display Name/Meaning of a Fixed Choice List along with the response when querying a resource say Get all Opportunities in a single API call Conte…
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How to expose Export link for the Dashboard in Analytics subtab of an Object?Summary: In Opportunity Object we have enabled the Analytics subtab and exposed a Dashboard in it. We want to see Export option for the dashboard data results. How can w…Lavu Kalyan Chakravarthi 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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How to unassign inactive users from leads and opportunities automaticallySummary: Once the user become 'Inactive' under User and Roles, we would need to assign user manager to existing open leads and opportunities. Currently, if user become i…