Category 42
Discussion List
-
O365 Outlook Plugin - Ability to bulk share emailsSummary: Bulk sharing of emails with CX Sales application utilising Plugin. Content (required): Business users are using Mail Merge to send content to Contacts in bulk. … -
How to create custom frequency payout in FICSummary: How to create custom frequency payout in Fusion Incentive Compensation. Content (required): Version (include the version you are using, if applicable): Code Sni…
-
How to change Primary Phone from Work to MobileHi, How to update Primary Phone from Work to Mobile through UI ? How we can set Mobile # as Primary Phone number always? Thanks, Mohan -
PersonParty Phone AttributeHi, As per our requirement, we need to validate the new phone # of contact is existing already or not. def vop= newView('PersonParty') def vcp = newViewCriteria(vop) def…
-
Way to enable Phone/Email Verification results for records that are inserted via Import Mgmt?Summary: Phone/Email Verification - Import Content (required): We have been researching the new Phone/Email Verification services available for Leads & Contacts & have f… -
How can we populate a value in Address Additional Element Attribute 5 using groovySummary: How can we populate a value in Additional Element Attribute 5 using groovy Content: We have a requirement that we want to populate some value in Additional Elem…
-
How to filter Groovy scripts only to trigger from UI/user actions for Activity objectSummary: Tigger Activity Object's groovy scripts only via UI actions Content (required): Hi, We have a requirement to run specific validations for Activity object when t… -
How to add fields to CDM Persons details pageSummary: Hi, Can you please explain us how to add more fields to Customer Data Management Persons details Page? Content (required): Hi, Can you please explain us how to …
-
Exception HandlingHi, As per our requirement, we have to invoke one webservice when the SR is created. We have written groovy in BeforeInsert trigger which is working fine. But we are fac…
-
Qualified lead should not change back to unqualified statusHi All, I have requirement like Once the Lead is changed to Qualified Status again user should not change/revert back to unqualified status. Or the Unqualified status bu…
-
Compensation Plan icon is not visible under Incentive Compensation TabSummary: I have added Incentive Compensation Application Admin, IC Analyst and IC Manager roles but I don't see the Compensation Plan icon under Incentive Compensation t…
-
Restrict Account Name Update when it is in FinanceHi, We are implementing multi-pillar project where we have Finance, SCM & CX module. If we update Account Name in Sales Module, the same name will update in Finance Cust…
-
Upgrade Required for LinkedIn Sales Navigator by Dec 2021Summary: The following is an important announcement for customers currently leveraging the LinkedIn Sales Navigator plug in for Oracle Sales. All customers using the Lin… -
Date CalculationHi, I have Start Date as 01/01/2022 & Duration of months entered as 12 months, once I save the record the End Date automatically populate as 01/01/2023. How can this be … -
Complimentary Data Health ScanYou need clear visibility into your prospects and customers for your sales and marketing initiatives to hit the mark. But what if the data driving those programs is inac… -
You’re Invited! Help Us Improve Our Customer Data Management and Import-Export DocumentationOracle Customer Data Management (CDM) is the best-in-class master data management suite to clean, consolidate, and enrich customer information, and create a trusted mast… -
How can we report on Opportunity competitors custom fields data?Hi All, Summary: How can we report on Opportunity competitors custom fields data? We have quite few custom fields created in Opportunity competitor Object. And we want t…Lavu Kalyan Chakravarthi 21 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
-
Privilage to make users not to update Account address using Rest APISummary: Privilage to make users not to update Account address using Rest API We have created a custom roles by copying OOTB Sales Representative role and removed update…Lavu Kalyan Chakravarthi 21 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
-
Object Reference for Sales - need documentationSummary: High-level overview documentation providing the general purpose of the standard CRM objects Content (required): The simplest way I've come up with so far is to …
-
How to filter accounts based on sales account type field using access group or custom predicatesSummary: How to filter accounts based on sales account type field using access group or custom predicates Content (required): Hi All, We have requirement to have differe…
-
Fetch Display Name/Meaning of FCL when querying a resource like Get all Opportunities using REST APISummary: How to Get the Display Name/Meaning of a Fixed Choice List along with the response when querying a resource say Get all Opportunities in a single API call Conte… -
Execute Dashboard from Opportunity Object through a LinkHi All, Summary: Execute Dashboard from Opportunity Object through a Link We have created a dashboard and all the reports in the dashboard are prompted based on the Oppo…
-
trigger to validate if the national ID field located in contact object is not null before lead conveDears, I need your help to create a trigger in order to validate if the “national ID” field located in the contact object, is “not null” before converting any lead to op… -
Office 365 Add-In for CX Sales on a Mac OSXSummary: I am wondering if the add-in is supported on a Mac Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code sn…
-
Images in Email TemplateHi, Once the object workflow is triggered I am able to receive the email which comes up designed from Email Template in APPS Composer. Is there way to have images embedd…
-
password should not be from the last 3 password used using groovy in oracle fusion sales cloudSummary: We have created a custom text field "Password" and we get the data from Mobile App through OIC. We would like incorporate a password policy where the custom fie… -
CX Sales Mobile app experience for iPadsSummary: The current Gen 3 of the mobile app looks great on smartphones. Is there a plan to have an iPad experience. Our customer would like to use the app offline with …
-
Fetch Display Name/Meaning of FCL when querying a resource like Get all Opportunities using REST APISummary: How to Get the Display Name/Meaning of a Fixed Choice List along with the response when querying a resource say Get all Opportunities in a single API call Conte…
-
How to unassign inactive users from leads and opportunities automaticallySummary: Once the user become 'Inactive' under User and Roles, we would need to assign user manager to existing open leads and opportunities. Currently, if user become i…