Category 42
Discussion List
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Understand how Oracle is handling Special Characters and Non-english CharactersHello, We want to know how oracle is handling special characters and non-english characters. Also how these special characters and non-english characters are being store… -
Enable Non-Sales Employees to Collaborate with Sales Teams in Oracle CX SalesCurrently, Oracle CX Sales limits team member additions to users with specific sales-related roles. However, our organization requires the ability to add non-sales emplo…
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How to transfer same attachment from one object to another objectSummary: Hi, We have attachment in one custom object now we need to move same attachment to another custom object. Please help how we can achieve Content (please ensure …
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How to fetch contact email and phone number before the contact is deleted using REST API in GroovyHi Team, We have a requirement to store contact email/phone number whenever the contact is deleted. We are able to capture details if the contact is deleted using Delete…NikhilSamudrala-Oracle 43 views 7 comments 0 points Most recent by Satyavani Gundumogula-Oracle Sales
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How can end user reset personalization?Summary: How can the end user reset personalization changes themselves? Content (please ensure you mask any confidential information): Referring to the Sales Implementat…
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Assessments not showing up on Accounts, Leads, Opty on Redwood UISummary: Assessment is not seen as a Panel or subtab for Accounts, Leads and Opportunities on Redwood UI Content (please ensure you mask any confidential information): O…
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How to limit global search results for specific Party usages - Sales CloudSummary: Limit global search results for specific Party usage records Content (please ensure you mask any confidential information): Hi, We have a requirement to not lis… -
Is there a way to view the most recent user connections?Summary: I am looking for a way to find recent user connections to the application Content (please ensure you mask any confidential information): Is there a way to valid…
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Restrict the salesperson so that he can see only his account.Summary: Requirement is salesperson can be search or see only his own accounts or where he is the owner not others. So to restrict the salesperson so that he can see onl…Shubham Majithia 41 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Is it possible to disable login access for a user used only for integration purpose/API calls?Hi, Please let me know if it is possible to disable/restrict login access from the UI for a user that is used only for integration purpose in the REST API calls. Best re…Vitejanu Vasile-Madalin 34 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Review Calls To Log on Sales MobileSummary: Hi, Quick question - I noticed that we can only use OOTB search 'My Calls to log' for this mobile card 'Review Calls To Log'. Is this hard coded in Mobile? Can … -
Can you access display labels of fields programmatically in CX Sales Mobile scripts?Summary: In the definition of a CX Sales Mobile script, I would like to programmatically access the display label of a field. Content (please ensure you mask any confide…Maximilian Winkler 21 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Default Date Filter for Change History SubtabSummary: With Oracle Social Network being retired in 24C, our organization is recommending that users leverage the change history subtab to view an audit trail of object…Anthony_La 22 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales -
Add Field Names to CX Sales Mobile List and Summary ViewsSummary: Hi, Is it possible to add field display label for List and Summary Views in Sales Mobile? Thanks, Adam Content (please ensure you mask any confidential informat…
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Can you please let us know the Purge process on audit backend tablesSummary: Hello Team, We enabled few attributes for auditing using 'Manage Audit Policies' task. Now in the Audit tables we can see that history is been stored for all th…Harshini Amancha 59 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Modify the BPM Notification EmailWe have setup a simple BPM Approval for the Lead Object in Oracle CX Sales, we have a requirement to modify the content of the notification delivered to the users
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How to make Recurring revenue editable if Recurring quantity cannot be edited and vice versa?When I enter the Recurring Quantity on the Opportunity Line Item, the Recurring Revenue field should no longer be editable. When I enter the Recurring Revenue on the Opp…
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Saved Search to display leads created by me but not owned by meSummary: Hi Team, Our requirement is to create a saved search to display list of leads created by me but not owned by me. While creating saved search, we don't see any o…
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Save and Continue not available when creating a record from subtabSummary: We noticed save and continue is not an available button if you try to create a record through a sub tab. Is this something we can enable? See screenshot, you ha…
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Setting Up Sales ForecastingSummary: An overview of setting up Sales Forecasting in Redwood User Experience. Content: Please watch the following video for an overview of setting up sales forecastin… -
Related Links showing blank for BPM Notification emailWe have configured a Business Process flow levergaing BPM Approval Groups via Object Workflows for Sales Lead Object However the Related Links is showing blank for the n…
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Is it possible to select items from PIM to CX sales catalog when it synced with job?Summary: I set the schedule to run the job "Import Sales Products from PIM Data Hub". However, is it possible to select which items are imported from PIM? Content (pleas…
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Active User Permissions and Roles ReportHello Please we need to obtain a list of the active users that exist in Engagement: https://ccxe.login.us6.oraclecloud.com/ and what permissions or roles each one has, w…
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View "My Accounts" on a Map in Redwood SalesSummary: Is there a way to view the "My Accounts" saved search on a Map? Currently you can click on an address and it will pull up on a map. User's would like to be able… -
Partner contacts can we have filter to show only contacts which are activeSummary: Partner contacts we want to have filter to show only contacts matching crtieria, Content (please ensure you mask any confidential information): Version (include…
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Create a trigger based on resource person typeHi, We need to create a trigger based on the PersonType attribute of the Resource object. The logic should be as follows: if(PersonType='EMP'){ setAttribute(newField_c,'…
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How can we access the Manage Daily Rates in groovy scriptHello Team, We have a requirement in our current implementation like we need to convert the a currency value to different currency based on the Manage Daily Rates stored…
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Snippet Field Not in Adaptive Search ConfigurationIs the Snippet field available in Adaptive Search Configuration? Can it be disabled? If so, do you know the name of the field in the Adaptive Search Configuration?
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Get ResourceUsers data via groovy scriptWe need to create a trigger that, when a Resource User is created, sets a custom field with specific values. How can we retrieve data from ResourceUsers in a Groovy scri…
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You can't publish your sandbox now because you haven't yet made any changes in it.Summary: Hello, Has anyone got this issue already? You create a sandbox, go to App Composer and made a few changes (in my case, I changed few scripts, created a webservi…