Category 42
Discussion List
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Outlook 365: Searching from Saved SearchSearching in the Outlook Add-in from a saved search returns all records that I can see instead of records in the saved search. Is this a current limitation of the system… -
How to filter pricebooks based on fields Resource in opportunitySummary: We have requirement to filter pricebooks in opportunity based on BrandSalesGroup_c assigned to logged in user which is in Resource object. Content (please ensur… -
Sales: Limiting Resource Picker for UsersSummary: Limiting the resources that a user can see then add or assign to records (like accounts) Content (please ensure you mask any confidential information): Currentl…
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Attachment upload dateSummary: Hi Team, We are trying to upload attachments to opportunity using OOTB attachment entity, Is it possible to put a time stamp for date/time that these files were…
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How to implement Create trigger in next gen salesSummary: We have one create trigger in childRevenue which defaults value from opportunity there. Content (please ensure you mask any confidential information): We have r…
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How to modify CX Sales UI layout for Standard & Custom objectsSummary: How do I modify page layouts (outside of Application Composer) for CX Sales? Do I have to use VisualBuilder for this? Content (please ensure you mask any confid…
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How to create a 'Create Service Request' Quick ActionSummary: Using the below picture as reference, is it possible to make a similar type Quick Action button for creating a Service Request, and if so, how? Moreover, where …
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Calculated Field is not visible for Sales Read-Only UserSummary: Calculated Field is not visible for Sales Read-Only User Content (please ensure you mask any confidential information): At the opportunity level, there is a cal… -
Error in Partner Relationship Management Assessment.Summary: The Following error thrown by the system when the custom partner assessment template is added. "The assessment template is invalid for the source object. (MOW-2…
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Phone ValidationHow to add phone validation so that it show error message "Enter Valid Phone.." on saving the record when phone's fields are empty **This post was created as part of a …Siraj Syed -Support-Oracle 52 views 3 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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BPM Worklist data not visible to custom roleSummary: BPM Worklist data not visible to custom role Content (required): I have created a brand new custom role who should have access to only few objects in the applic…
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In oracle sales>opportunity creation page.Summary: In oracle sales>opportunity creation page in the field of project leader the name appears in first,middle and last name order, customer wants the name format to…
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how to get data from a report created via API?Summary: we have a report created using reports and analytics and we want to know how can we get data from a report created via API? Content (please ensure you mask any …
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Subject Area for Resource and its Resource Org and RoleSummary: Report that shows list of Resources and their assigned Resource Role and Organization Content (required): Which subject area can I use to create an analysis tha…
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Filter the possibility of having a value in a multiple selection list Oracle CXSummary: Hello Community, I hope you are well It is required to validate the choice of a specific value in a multiple selection list, but since it is a list of this natu… -
How to get Cascading or Constrained LOVs using REST APISummary: to get Cascading or Constrained LOVs using REST API Content (required): to get Cascading or Constrained LOVs using REST API Version (include the version you are…
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Any one implemented Microsoft teams with fusion cx?Summary: Any one implemented Microsoft teams with fusion cx? We have to do set up in microsoft application and ODA application . and later enter details in fusion CX app…
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How to delete a single contact among Multiple contacts from Account using an APISummary: Hi All, I am trying to delete a contact which is Under an Account Site. I need to delete only a single site even if there are multiple sites under the same acco…
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How to get Account Number & Site Number in Customer DetailsSummary: Hi, I am trying to fetch Account Number & Site Number details from Finance to CX Customer details. In this picture Red color was Customer Number in CX & Blue co…
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Is it possible to convert a User account (not a Person record) into a Resource?Summary: Is it possible to identify a User (created directly from Security Console and is not a Person record) as a Resource? Content (please ensure you mask any confide…
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What are the privileges, child roles required for Sales Read Only access?Summary: Hi All, We have seeded Sales Read Only role, but that is not providing access to Sales objects such as Accounts, Contacts, Lead and Opportunity. Content (please… -
How does CREATED_BY_MODULE = 'ZCM' created?How to replicate this CREATED_BY_MODULE = 'ZCM' in Relationship? I tried doing 1. a. Drill down to account b. Navigate to Contacts subtab c. Search and Add Contacts d. C…
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Does the Sales REST API support semantic versioning?I was wondering if the Fusion Sales/Service Cloud REST APIs support semantic versioning, and also what the backward and forward compatibility policies are. I'm concerned… -
How was RELATIONSHIP_CODE = 'BOARD_MEMBER_OF' created?How was RELATIONSHIP_CODE = 'BOARD_MEMBER_OF' created? Is it related to CREATED_BY_MODULE = 'ZCM'?
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Send Email smart action for Custom objectSummary: We want Send Email smart action for custom object in redwood. This smart action is available for standard object. If we refer the configuration for standard sen…
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How to get number of records created (SFA/CPQ) in realtime without impact performance?Summary: We need to know how we can get the number of records created in the last 5 minutes for the objects Service Request, Quotes and Orders. Content: This information… -
Sales CX - Clicking on Bell Icon in CX is navigating to classic Page instead of Redwood pageSummary: I've employed the below code to trigger a notification to the approver when a Lead in Sales CX is submitted for Approval. When the approver click on Bell notifi…
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Custom attributes are not visible for Manage survivorship rules taskSummary: I'm trying to use custom attribute in manage survivorship rule task for set master record but the custom attributes are not available for selection whereas orac…
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Need to show the translations in other languages for Action Plans, Actions and ActivitiesSummary: We need to show the translations for Action Plans and related Actions and for the Activities related to the Sales Method of an Opportunity when a uses choose to…
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Partner page subtabs not accessible directlySummary: Hi Team, When logged in as a Partner user and clicked on Partners icon on the homepage should navigate directly to the Overview subtab skipping the read only pa…