Category 42
Discussion List
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Multiple contacts getting copied to CRM from Outlook - how to I delete or reconcileSummary: **This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: Customer has multiple contacts in my Outlook from various… -
Modify fields in Manage Account Hierarchy PageSummary: Content (required): Hi Experts, Asking if there is a way to modify the Manage Account Hierarchy page, especially modifying the fields in the list view. We have …
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Which tool can be used to customize MDF Request Approval Flow?How to customize MDF request approval and please need doc for doing this. -
Excel File Upload and Download using Application ComposerSummary: **This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How to read some an excel file using groovy and use the v…Suri Natarajan-Oracle 151 views 1 comment 0 points Most recent by George-Enache-support-Oracle Sales
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PRM: How to remove 'Create Enrollment' button from Landing Page?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: Can we remove the 'Create Enrollment' button from Landing Page in …Ionel Spaloghe-Support-Oracle 31 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales -
How to remove fields from searchHello! I want to remove the fields, 'Record Name', 'Owner' from my search. How can I do that? Thank you. Content (required): Version (include the version you are using, …
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Cannot access sandbox tool, 'Manage Service Mappings'Hello! I have created a sandbox and added the tool 'Manage Service Mappings'. However, I cannot access the 'Manage Service Mappings'. What could be the reason for this? …
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How to personalize the add-in by changing the Oracle logo into our company logo**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How to personalize the add-in by changing the Oracle logo into our…Suri Natarajan-Oracle 41 views 4 comments 0 points Most recent by Mihaela Anghel-Support-Oracle Sales
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Opportunity line pricing from SCM Cloud possible?Summary: Is it possible to default price on opportunity line from the pricing defined for the product in SCM Cloud? Or using Price Books the only way? Content (required)…
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How to update sorting field in a subtab?Summary: On the customer account pages we have Opportunity and Activity subtabs already created. Is there a way to go in and update the sorting field on the Subtab? If n…
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Can we add one new Detail (filter) to Configuration Visualization from a Saved Search?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: We are trying to create a new Configuration Visualization with Sou…Ionel Spaloghe-Support-Oracle 51 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales
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Assign Territories based on Parent Account attributeSummary: Is it possible to have a child account be assigned territories based on his parent account information. Version (include the version you are using, if applicabl…
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Are there privileges that can be used instead of seeded CX ones?Summary: If we want to remove or revoke the following Privileges from the roles, could there be a downstream issue? Privileges name: View Trading Community Resource Deta…
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How to change the Summary subtab nameSummary: How to change the Summary subtab name Content (required): Hi , We are looking to change the sub tab name on Lead from Summary to Lead Details.How can we do this…
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Remove Contact Address section from the Lead Details PageSummary: Remove Contact Address section from the Lead Details Page Content (required): Hi, How to remove the Contact Address section from the Lead details page. It was s…
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How to configure from email address for notifications from CRM cloud (Lead Assignment)Summary: We have configured a custom email notification for Lead assignment and the notification is triggered when a lead is assigned to a sales rep, but the from email … -
Does Territory assignment work with multiple fieldsQuestion : Does the system allow you to assign territories based off of geographic element AND another field value? Example: we have geographic assignment for all of out…Kyler Thomas-Support-Oracle 51 views 3 comments 0 points Most recent by Kyler Thomas-Support-Oracle Sales
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Lead Owner Not Updated Automatically If Its Territory Owner Is ChangedSummary: Lead Owner is not updated automatically if its Territory owner is changed. We have a groovy in place under leads(Before Update trigger on Lead object) to make t…
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FBDI : Error while creating subscriptions through FBDISummary: Getting below error while trying to create a Subscription using FBDI "The processing of the validation job couldn't be completed. Resubmit the validation job." …Neelesh Varma 81 views 2 comments 0 points Most recent by Goopikrishnan Jayaraman-Oracle Subscription Management
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How to add line breaks or bullets in Long text field through groovy?Summary: I am trying to include bullet points into a long text field through groovy. Content (required): I am having a long text field in lead page where the value will … -
How to get the amount of Contacts assigned to an AccountSummary: How can I get the amount (count) of Contacts listed for an Account using Groovy? Content (required): The current groovy returns the incorrect number of contacts…
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Enable LinkedIn for CX SalesSummary: Enabling LinkedIn for Activities Content (required): We've enabled Linkedin Sales Navigator for our users and we want to know how to enable the additional optio…
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How to configure email notification for Lead assignmentSummary: When a lead is assigned to a sale rep an email notification to be sent to the sales rep regarding the lead assignment. Content (required): We have reviewed the …
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Auto populate value on the search filterSummary: Auto populate value on the search filter Content (required): Is there a way to auto populate the field value in search filters of other Fixed choice list Field.…
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Adding / Updating custom lookups via REST APIQuestion :Need to be able to update or create new custom lookups via REST api. **This post was created as part of a How to Service Request (SR)Release: 23A Summary of th…Kyler Thomas-Support-Oracle 123 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales
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Is it possible to connect Office 365 with multiple AzureSummary: The client is using multiple Azure accounts specific to the region so how to establish an office 365 connection with multiple Azure accounts? Content (required)…
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Is the appointment detail in Calendar customizable?Summary: Content (required): Hi Experts, Just want to check if there's a way to edit/customize/extend the appointment details floating dialog when you hover an appointme…
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Can we create Dynamic Choice List (DCL) on Partner Contacts?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: Can we create Dynamic Choice List (DCL) on Partner Contacts? Suppo…Ionel Spaloghe-Support-Oracle 31 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales
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Method Of Payment in CX Sales CloudHi everybody, we are working with Fusion (CX) Sales Cloud and we are using CPQ as well. We are facing with a internal discussion as the “Billing Account” and related “Pa…
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Is there any limit on how many products to be added for a Product Group in Sales Catalog?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Is there a limit of how many products can be added for a…Swathi.Lemati-Support-Oracle 31 views 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle Sales