Category 42
Discussion List
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Add smart action showing default layout, how configure Add client smart action in account object?Summary: We have client object which is having one to many relationship with account object. we have configured add client smart action on account. but it is showing dea… -
Deal to opportunity duplicate checkSummary: Deal once Approved by Channel Sales Manager converts into Opportunity. we want to stop this process when ever duplicate opportunity Exists. Content (please ensu…
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Add smart action showing default layout, how configure Add client smart action in account object?Summary: We have client object which is having one to many relationship with account object. we have configured add client smart action on account. but it is showing dea…Pratibha AdhavLTIMindtree 44 views 2 comments 0 points Most recent by Pratibha AdhavLTIMindtree Sales
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How to change color of badge item in cx-cardSummary: How to change color of badge item in cx-card in Next gen sales. Content (please ensure you mask any confidential information): We have custom object brand relat…
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View the Hierarchy of contacts at a customerSummary: We are looking at how we can create relationships within an account to display a manager to Individual contributor relationship. Content (please ensure you mask…
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Where do Fusion BI Publisher report outputs get saved to by defaultSummary: Where do Fusion BI Publisher report outputs get saved to by default? We would like to save scheduled reports in our OCM Content (please ensure you mask any conf…Luca Angheben 42 views 4 comments 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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View analytical reports in SFA from other users as adminSummary: View analytical reports in SFA from other users as admin Content (please ensure you mask any confidential information): Dear All, There is a way to view the rep…AlexFH 22 views 2 comments 0 points Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales
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SSO using O365 app, need to know API to be taken from IDCS cloud or from Cx cloudSummary: We are enabling single sign on using O365 app, need clarification on API whether to be taken from IDCS or from Cx cloud, https://docs.oracle.com/en/cloud/paas/i…
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NGS -How to add Address Map/Google map for Address Hyperlink on Account Overview page?Summary: We are extending Oracle sales application using fragments. In classic UI we have manage address navigation through manage geography but not working same in redw…
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List Subscription FeaturesHello, Let's say I have 3 subscription plans: bronze, silver and gold. Silver has features that bronze doesn't and the same happens with gold, that has more available fe…
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Has anyone had success adding 3rd party UI/UX analytics tools to CX Sales?Summary: I'm interested to see if anyone has had luck connecting any 3rd party UI/UX analytics tools into CX Sales, such as Adobe Analytics or Mixpanel. I need to unders…
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How to know previous version of oracle_cx_salesUI in vb-extension.json file?Summary: How to know previous version of oracle_cx_salesUI in vb-extension.json file? Content (please ensure you mask any confidential information): In UAT and Dev we go…
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How to show a success message in SFAHi experts. I am developing a functionality in groovy script to syncronize a record from a custom object created in Oracle Sales, this action is invoked from an action i… -
Can I import activity record with attachment in one import?Summary: Can I import activity record with attachment in one import? is it 1st we need to import activity record and then add attachment to it in a separate import? whic…
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Combination field UniqueHi, As per our business requirements, we have 2 fields (Ex: AccountId, ContactId) stored the other object Id values. We are inserting the records from external systems. … -
BPM object workflow always getting set to Rejected approval statusSummary: BPM object workflow always getting set to Rejected approval status Content (required): Hi All, For one of my customer requirement, we have created a BPM object …
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What security policy or privilege does a user need to see workspace in OSC?Summary: We have two custom roles created, one for admin and one for a non-admin user. The admin user is able to see 10 objects activated in workspace while the non-admi…
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how to define survivorship rule at set master level based on source system confidence levelSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Last activity date w/ owner of last activity by accounts reportWe have a number of reports on our OTBI Dashboards that looks at last activity by account by a few different categories. Recently we've felt that bringing in the name of…mfribeiro 22 views 5 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Redwood - Call ReportsSummary: In classic UI - For an activity (appointment) we can create call reports. No such option seems to be available in Redwood. Content (please ensure you mask any c…
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How to know eloqua is integrated with oracle sales cloudSummary: How to know eloqua is integrated with oracle sales cloud, we see few objects in Sales but not sure if we can connect with Eloqua, please help Content (please en… -
Redwood - CX-Panel or CX-SubView query parameterSummary: While defining foldout panels we provide query parameter ,question is can we define query parameter other than QBE which can take more values like ID = XYZ And …
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Count of Opportunity for a Custom ObjectSummary: We have created a custom object (Sub Account) and it is related to Opportunity. One Sub Account can have many Opportunities. We want to show the count of opport…
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How to configure cx-Orchestration Panel in Redwood sales for opportunity foldout panel?Summary: Working on an opportunity, I should be able get a guided view on "Action Items" (Process Steps) and required documents during each stage of my Sales Cycle. This…
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How we can check if aggregates are used in adaptive search?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
How to use guided process template for opportunity in Redwood?Summary: Working on an opportunity, I should be able get a guided view on "Action Items" (Process Steps) and required documents during each stage of my Sales Cycle. This…
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How to retrieve user's timezone in groovySummary: adf.context.getSecurityContext()?.getUserProfile()?.getTimeZone() is returning null instead of user's timezone Content (required): We want to retrieve logged in… -
Report to find the number of times an opportunity close date is updated.Summary: Is it possible to create reporting in OSC to track Opportunity push counts. (Push count - Number of times an opportunity close date is updated) The two scenario…
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In OTBI, is it posible to center the bar on the graph if the second bar has no results?Summary: In OTBI, is it possible to center the bar on the graph if the second bar has no results? Content (please ensure you mask any confidential information): In OTBI,…Rubielyn Tomas 32 views 5 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Unable to delete deal registration recordsSummary: The customer created some test deal records in their instance. is there any way to delete them? I can see that REST API does't support DELETE method for deal re…Sunil.Kumar.Poojari-Oracle 26 views 3 comments 0 points Most recent by Sunil.Kumar.Poojari-Oracle Sales