Category 42-2
Discussion List
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Attachment is not coming in Resource Object.Summary: Can we add Attachment in Resource Object. Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets th… -
Sales Planning Cloud Integration with ERP (Incentive Compensation), EDMCS and EPBCSSummary: Is there a documentation which provides the out of the box integrations of Sales Planning Cloud Content (required): Is there a documentation which provides the …
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How to prohibit self-approval by the creator of the contractSummary: I want to skip assigning contract approval to the author of the contract. Content (required): To prevent self-approval by the author of the contract, we referen…YUTA TOGASHI-Oracle 51 views 2 comments 0 points Most recent by YUTA TOGASHI-Oracle Enterprise Contracts
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Can we enable 'Contains' operator for Account field in Activity objectSummary: Can we enable 'Contains' operator for Account field in Activity object Content (required): Hi Team, We have requirement where Customer is asking to enable 'Cont…
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how to change the default Drop down list in the Account / Activities Subtab?Summary: Customer wants to change the default drop down list to 'All Activities' ( currently it's Open Activities). Could you please advise how this can be done? Content…
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How to restrict Partner Opportunity data from OSC userSummary: We need to restrict opportunity data which is created by partner to sales cloud users Content (required): Ex: Sales Admin or Sales Rep cannot see Opportunity or…
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Can we create report in OTBI where we can have the currency changed based on our requirement?Summary: Hi, I want to create a report in OTBI where I want to change the values of the currency field based on the currency I select. Say, the value in the currency fie…Gautam Buragohain 51 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Profile option to Sets up a sales territory hierarchy that mirrors your sales resource hierarchySummary: I believe there is any profile to mirror the sales resource hierarchy to the territory hierarchy Content (required): Looking for a Profile option to Sets up a s…
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Territory Setup Use caseSummary: Territory Setup use case Content (required): I have the following use case for one of the territories: Dimensions: Address and account size A manager should see…
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possibility to modify a standard error message which is thrown when a user click on Qualify button.Summary: On Lead Landing page when users click on Qualify option from Action drop down this error is thrown "None of the selected leads can be qualified. You can only qu… -
How to set default Line Number as a Display sequence number.Summary: Hello Team, We have requirement to set the default line number as the display sequence number in the subscription module. Could please help me how to set defaul…PMANNEM 51 views 1 comment 0 points Most recent by Oscar Milan-Support-Oracle Subscription Management
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How to restrict Account selection from other object DCL's (Opportunity, Lead, SR)Summary: Is there a way to restrict Account selection from other object DCL's (Opportunity, Lead, SR) to prevent users from being able to select Accounts that they have …
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Audit Trail between Contact and Custom ObjectsContent (required): On the current setup, we have a custom object where we set Primary and Secondary Contact which are from the Contacts object. Any changes to the conta…User_2025-03-07-05-55-29-886 82 views 1 comment 0 points Most recent by Hector Dantas-Support-Oracle Sales
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Change History on Service Request not visibleSummary: I have enabled the audit on Service Request object. In the application composer page layout the subtab of change history is also enabled. On navigating to the S…
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Is there a way to add custom child object fields as columns in the Workspace list?Summary: Hi, In the current feature, custom child objects can be added in the Workspace filters but we're unable to add those fields as columns in the Workspace list so …
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How can we make Legal Entity required on the "Create Contract" subpage?Summary: We would like to make the Legal Entity field on the "Create Contract" subpage a required field. How can this be done? Content (required): Version (include the v…
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Some Informations about SubscriptionSummary: Some Informations about Subscription Content (required): We are implanting the Subscription module in our company, and we receive some questionings about what i…AT_FARIAS 41 views 1 comment 0 points Most recent by Oscar Milan-Support-Oracle Subscription Management
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Sales Campaigns and CampaignsContent Hi Community Members, Could someone explain me the difference between sales campaign and campaign? I can these 2 objects in app composer and SUI. When one should… -
how can we get the user activity log in sales cloud ApplicationSummary: how can we get the user activity log in sales cloud Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code s…
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How to connect Oracle Contracts and CX Sales IntegrationSummary: The business needs to generate sales contracts through templates automatically with the CX sales opportunity data, automatic data such as customer name, product…Denisse Brun 51 views 2 comments 1 point Most recent by Ed Gomez-Support-Oracle Enterprise Contracts
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We would like to be able produce reports in the past.Summary: We would like to be able to produce reports in the past. For example, the report gives the latest data, but if we wanted to export that same report with past da…Siddharth Bhamare 41 views 2 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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How to setup approval for contract close?Summary: Seek approval from certain users before closing the active contract. Content: Our requirement is that before closing an active contract, it needs to be sent to …Ananda Bhargav Potluri 62 views 1 comment 2 points Most recent by Ed Gomez-Support-Oracle Enterprise Contracts
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Application composer how to create Dynamic Choice List for Employees and emailsSummary: How to create Dynamic Choice List for Employees and emails Content (required): We have created a custom object using Application Composer and we need to include…
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Updating the Cost Center/Org on a subscription for all future billings/postings?Summary: We are developing a process for when we must disable a Cost Center (organization) and change assignments on various objects. Is there a way to update a subscrip…Matt Maurer 42 views 1 comment 0 points Most recent by Claudiu Mindruta-Support-Oracle Subscription Management -
Question - Using only Standalone OSM within Oracle FusionSummary: Is it feasible to set up a default Business Unit and Legal Entity in the OSM without configuring any valid financial settings, assuming we only intend to utiliz…Mary Tse 41 views 1 comment 0 points Most recent by Alexandra Rabaea-Support-Oracle Subscription Management -
Account Edit Access to Territory Team membersSummary: Only Territory owners are getting edit access but not team members. Based on below document, it suggests for inclusion of data security policy. But OOTB, they h…
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Is it possible to view change history of objects in OTBI and via REST?Summary: Is it possible to view change history of objects in OTBI and via REST? Content (required): We would like to see what details were changed on some objects we hav…User_2025-03-07-05-55-29-886 134 views 7 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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How to set an attachment category as defaultSummary: How can I set up a custom attachment category as the deafult one when opening the attachment section Content (required): Hi, is there a way to set as deafult a … -
Documentation is not Clear regarding How to Configure the Employee Abstract RoleSummary: Is it possible to have more information regarding this topic: https://docs.oracle.com/en/cloud/saas/sales/23a/fadsi/how-to-configure-the-employee-abstract-role-…