Setup and Maintenance
Discussion List
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Resource Organization HierarchyHi all – I need some advice on setting up the Organization hierarchy where the Vice President has direct reports. I have 3 divisions under my main company. Division One … -
CX - Update Custom object fields to reflect the changes in Opportunity details page fieldsSummary: We have a requirement wherein, we need a setup file which will be updated by the user, and the values shall reflect in Opportunity details page - applicable for…
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CX - Auto reflect of the form in the object once uploaded.If a form is uploaded, automatically all the fields in the object should get updated with the information available in the form. For Example, form contains information l…
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Define Rollups Configuration - included in Configuration Migration Set file?Are the configuration changes made in (Application Composer)Define Rollups will be included in Configuration Migration Set file? https://docs.oracle.com/en/cloud/saas/ap…Christian Gerald Patacsil 61 views 8 comments 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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Disable email notifications if notification subject contains ‘ABC Company’Summary: Hi Team, I'd like to check how this can be done with BPM configuration. Requirement: For Appointment, whenever there is an update performed on the appointment, … -
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Digital Sales OptionsSummary: Hi all, My navigator and springboard display various sales offerings, such as the SUI Sales tab that is currently in use, digital sales, and Redwood Sales. Sinc… -
How to disable appointments entirely?Summary: We are using NGS and have disabled all the Smart Actions for Appointment creation because our client does not want to use the Appointment activity type, however…
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Cannot Run Custom ESS Job As No Submit Window Is Displayed in oracle fusionSummary: I have created custom ESS Job to delete cross validation rule in oracle fusion but when trying to submit request unable to get parameters to submit the request.…Raoof Ahmed 41 views 1 comment 0 points Most recent by Daniel Bossier-Oracle Subscription Management
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Subscription Management, how to connect to integrate with our existing on-premise R12 item masterHow to get subscription management to work with our on-premise R12 item master for integrating products, warranties etc..AbhiPatil 1 view 3 comments 0 points Most recent by Ofelia Vez-Support-Oracle Subscription Management
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Unable to edit account even after providing access from Access GroupsSummary: Created a new custom role and provided Read/update access to all accounts using Access groups, we are able to see all the accounts with the new role but unable …NikhilSamudrala-Oracle 31 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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The value of the attribute Sales Stage isn't valid.Summary: Every time I complete out the opportunity creation page and then click "Save & Continue," I receive an error message that says "The value of the attributes sale…
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Quotas Setup - Included in Configuration Set Migration file?Does Quotas Setup/configuration in Setup and Maintenance will be Included in Configuration Set Migration file? https://docs.oracle.com/en/cloud/saas/sales/fadsi/overview…Christian Gerald Patacsil 11 views 2 comments 0 points Most recent by Christian Gerald Patacsil Sales
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How to export all user profile optionSummary: We want to export all user preference for currency - we tried searching with profile option code 'FND_CURRENCY' and got serach result also with all user currenc…
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Migration: Link the Sales orders and Subscriptions if Migrated Orders and Subscription'sSummary: We are using native OOTB integration from OM and SMC. we have following concern on the data migration part. Data Migration: We are migrating the Orders and Subs…Yogesh Deshpande 21 views 2 comments 0 points Most recent by Yogesh Deshpande Subscription Management -
Subscription 360 question - Search SelectionSummary: When utilizing the Application Composer to choose the Subscription on the Meshed Content tab for Subscription 360 setup, I would like to know how I can modify t… -
Lookup Type Name for Suspend Reasons in Subscription MgmtWe need the Lookup Type name for Suspend Reasons List of Values when we try to suspend a subscription contract in OSMCAnup More 11 views 4 comments 0 points Most recent by Ofelia Vez-Support-Oracle Subscription Management
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How can I add the same LOV from account owner to a 'Secondary' account owner field?Summary: I have been trying to find the Lookup type used by the 'Account'-owner field. I have found the following 'SALES_ACCOUNT_OWNER' but this one results in a picklis…
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Contract Expiration Notifications not generatingWorking on notification options for contract expirations in a test area. Process indicates that notifications are being generated, but user accounts are not getting in-a… -
Batch address cleansingSummary: as per this article we have the option of batch address cleansing in Oracle sales and CDM applications. I tried to do the same but I am seeing the option/icon o…
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How can I schedule the Lead Assignment Process based on Custom Field?Summary: I'm looking to tailor the Create Lead Processing Activity page to suit our needs. Specifically, I need to configure it to schedule the lead assignment process b… -
How to DocuSign envelope subject and email subject include contract information.We need function that DocuSign envelope subject and email subject include contract information. Could you please tell me how to create an envelope subject template inclu…Yukari.O-Oracle 21 views 1 comment 0 points Most recent by Ofelia Vez-Support-Oracle Enterprise Contracts
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Managing attachments - Client profileSummary Maintain attachments - all versions - which support a client profileContent Greetings, We are currently implementing ERP and Sales Cloud; and our customer is que…Daniel Vargas-Oracle 37 views 1 comment 1 point Most recent by Ravindra Sirigiri-Support-Oracle Sales
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DFF migration (segment & valueset)Summary DFF migration (segment & valueset)Content Quick question - If we want to migrate deployed DFF (segment & valueset) from one pod to another, can we use FSM (to in…
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The Entitlement Precedence field on the Manage Entitlement Plan Assignments screenSummary: What is the purpose of the Entitlement Precedence field on the Manage Entitlement Plan Assignments screen? Content (please ensure you mask any confidential info…Mary Tse 21 views 2 comments 0 points Most recent by Nilesh Deshpande-Oracle Subscription Management
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Create follow-up Appointment from Call ReportSummary can a follow-up appointment be created from a call report?Content When looking at an appointment, we have the ability to create call reports, follow-up appointme…User_2025-01-22-19-28-04-893 33 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales -
how to create an integration using Oracle Integration and Oracle Content Management.Summary: To Learn About Creating a Document Approval Process in Oracle sales cloud, how can we create integration using Oracle Integration and Oracle Content Management.…