Category 42
Discussion List
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Is there a way to unconvert a lead?Summary: We have an unusual request from a user who wants to know if it is possible to "un-convert" a lead once it is converted to an opportunity. To the best of my know… -
Not able to create dispatcher rule for redwood pageSummary: Hi, I'm trying to create a new dispatcher rule, to redirect the navigation from lead list page to another page. I'm following this doc: Change Navigation to Pag… -
How to configure Activity Stream Panel content for different user roles?Summary: Hi, In SUI, the change history subtab for Sales Objects and Service Request Object can be exposed in layouts and layout visibility can be configured for user ro… -
Request for Alternative Role Assignment for Express Reports AccessSummary: For express reports, you need Sales Administrator Role, however I cannot assign that role to my user as they will have access to all Business Unit data, and we …
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Is there a way or Is it possible to Modify the API ResponseSummary: Hi Team, I am working with APIs, and one of the API responses includes a date field. For the returned data, I would like to sort the results by the AppointmentD…
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Activity Calendar we have disabled activity types but they are still shown in calendar activity pageSummary:Activity types are still shown in calendar page with the explanation for every colour. Content (please ensure you mask any confidential information): In the end … -
Clarifications on 24D PatchHello Team, In 24D release document, We don't have notes for CDM. Release Notes: https://docs.oracle.com/en/cloud/saas/readiness/sales/24d/scdm24d/24D-cdm-wn-f34415.htm …
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How can we set Salesperson's Proxy preferences ?We want such function that, when one of the employee is on leave for 10 days as an example , then automatically the lead or opportunity which he was working will assigne… -
What happens with Sales orders and AR documents upon using duplicate customer merge in CDM?Summary:What happens with Sales orders and AR documents upon using duplicate customer merge in CDM? Content (required): In document 2708893.1 it is explained how you can… -
party usageHi Experts - For one of my customer, the Party usage code is not showing "Customer". Can you please help me ? How can I add this ? Should this be done in Receivables or … -
Sale Orders DiscountHow we can have a feature of create a discount on the sales order instead of having it on the each line items?
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Sales Assistant is not working on mobile appSummary: I have been following the documentation for enabling the CX Mobile app Each step proceeded perfectly; however, when I attempt to use the sales assistant feature…
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Request for Assistance in Adding a New Field to a Subject AreaSummary: I need help adding a new field titled "Service Request Number" to a specific subject area in Oracle. Content (please ensure you mask any confidential informatio…Juan Urra 33 views 1 comment 0 points Most recent by Angel Jimenez-Support-Oracle Reporting & Analytics for Fusion Service
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Asset Object Data PurgeSummary: Customer is looking to hard delete Asset Object data Unable to hard delete Asset records . Customer is requesting for a clean up for data in production. We have… -
Configuring a connection between LRU and Employee to get Tax Number of a Legal Entity.Summary: Content (please ensure you mask any confidential information): User would like to include in the report Unemployment Tax Number of an Employee. The Tax Number a…ChristianC 31 views 2 comments 0 points Most recent by Parag Hiremath Payroll and Global Payroll Interface (GPI)
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Creation Button not getting renamed using User Interface TextWe have the Standard Creation Button of Account in the list page. We have renamed the 'Create Account' to 'Create Corporate Customers' using User Interface Text tool. Bu…Sreekanth M, Oracle-Oracle 12 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales -
Orchestration Error: The value of the attribute Field Update JSON isn't valid.HI team, We've tried to create an Orchestration for the Sales leads. While we're trying to Validate, we're receiving the following error. We've not used Field Update as …
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Error when running Import Sales Products from PIM Data Hub processSummary: Error when running Import Sales Products from PIM Data Hub process Content (please ensure you mask any confidential information): Hello Team, Error "Missing inv…
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Item Class Assignments for CX ProductsHi I need to associate the Item classes to Cx Products defined under Item Master Org. We do not have PDH enabled for use, we are only using Cx for now, so we use basic f…
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How to assign the lead object's field the value of the opportunity's close date using server scriptsHow to assign the lead object's date field with the value of the opportunity's close date using server scripts when an opportunity is closed as WON
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How to add a Custom panel for the Standard Object in Redwood using fragments?Hi, I have a problem when I tried to add a custom panel on a Standard object. I followed the document: The part with the CX Extension Generator was done by Oracle Consul…
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How to use mode parameter in cx-hyperlink?Organization: Terex Summary: I saw one mode parameter in cx-hyperlink template. That mode specifies "Optional parameter to change the default behavior and launch the 'dr…
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Changes made in VBCS are not reflecting in the Front endHello, We have made changes to the Sales Lead Creation Page and assigned roles. Please find screenshots below. But the changes are not reflecting for the user when he tr…
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Import Products in CX SalesSummary: Importing the Products to create new products in CX Sales. Import management provided Product CSV, however how to load the file. Content (please ensure you mask…
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Sales Cloud consumer goods vs Channel Revenue MgmtSummary: Hi, My customer has bought licenses like 3 years ago for Oracle Sales Cloud and Consumer goods vertical to handle all related to promotions, claims, budget, fun… -
Sales Stage field in the filter is appearing as a text input instead of a dropdown list.Summary: In the account object, when a user opens a specific record and searches for "Show Opportunities," we have enabled the Sales Stage field in the opportunities sub…Vijay Kumar Kotagoda 22 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Oracle CX AI strategy and value overview - Join us on Oct. 31st!Please join us for a session on Oracle CX's AI strategy and overview on business value at 1pm ET on Oct. 31st. Register today! Oracle CX embeds AI in each application, t… -
How can we Assign Lead Automatically on basis of "Source" After Assignment Rules are Configured ?New Leads are generated from Eloqua automatically in Sales Lead. In all that Lead "Source" is configured as "Eloqua" and we have also configured that if Source is "Eloqu…
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How to get the role of Contact OwnerSummary: Get the role of Contact Owner Content (please ensure you mask any confidential information): Hi, I am trying to get the role of the Contact Owner. As Contact is…
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How does Oracle determine user licenses for Fusion Applications?Summary: Hi, I want to know how the user licenses are counted by Oracle in the system. So, let's say if my pod has user license for 10 sales user (CX Sales) and 10 servi…