Feature Kits
- CX Sales Mobile App for a Modern Mobile Experience
- Smart Lists for a Personalized Sales Experience!
- Actionable Infolets for effective and efficient task-based processes
- Use Access Groups to simplify access to segmented business data
- Office 365 Outlook Add-In for a Modern Inclusive CX Sales Experience
- Workspace for Fast and Easy Access to CX Sales and B2B Service!
- Import and Export Management for faster and easier data loading
- News Feed layout provides a fast home page and improved user experience
Sales
Discussion List
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CX – How Generative AI Will Change Customer Experiences ForeverWhen: Dec 6, 2023, 9:00 AM – Dec 6, 2023, 9:45 AM (PT) Location: Register for Event Description: Get Ready for the Next-Gen Customer Experience With Rob Tarkoff, Executi…Elise Hymes - Oracle CX-Oracle 28 views 0 comments 0 points Started by Elise Hymes - Oracle CX-Oracle -
Enroll your project in Next Gen Sales App, we can help with our Support Implementation Program!If you are currently implementing CX Sales, Incentive Compensation or PRM, or are already live with our products but want to enable/implement new features such as Worksp… -
TCA feature update: Address CPUI (Common Party User Interface) change to filter alternative namesSummary: The current Address CPUI functionality supports displaying alternative names for the Geography elements (e.g. city, state, county, etc) We are providing a bette… -
Reducing Fusion Application Maintenance Downtime For Quarterly Updates (Doc ID 2924201.1)Attention: As part of Oracle’s ongoing initiative to reduce maintenance downtime, we are informing you about a temporary change beginning with Fusion Applications Update…Nicoleta Chiru-Support-Oracle 528 views 5 comments 6 points Most recent by Nicoleta Chiru-Support-Oracle
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Announcing Delta Certification Exams - an easier way to maintain your certificationProfessional credibility, greater job satisfaction, and increased career opportunities, to name a few, are benefits of keeping your certifications current. We are very e… -
Uptake the “Around Me” Improvements Now!Summary: What we are announcing As part of 22B, we have improved the “Around Me” functionality in CX Sales Mobile App by enabling sales reps to use Workspace saved searc…Cristian Munteanu-Support-Oracle 102 views 0 comments 2 points Started by Cristian Munteanu-Support-Oracle
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Enabling High Performance Access Group Rule Processing on Customer Stage PodsHigh-Performance Access Group Rule Processing helps improve performance by enabling millions of records to be processed in minutes, not hours. It uses the high-performan… -
The Oracle design team wants to hear from you!Summary: The Oracle Design team's mission is to get you to fall in love with Oracle one interaction at a time. To that end, we want to hear from every one of you - indiv… -
Territory Custom Dimensions OverviewSummary: This is an overview and demonstration of the Territory Management custom dimensions feature. Content (required): Sales organizations can use up to 10 custom dim…
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Want to show only months of current year on Y axis of bar chart.Hello, We are extending oracle fusion application using oracle visual builder cloud service. where while displaying data on bar chart. we have selected bar char componen…
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Will Account Party number and Address Site Number get impact if import done with same seq?Summary: Will Account Party number and Address Site Number get impact if import done with same seq, we have a data migration activity from legacy system to CDM. The Part…
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Automatically open newly created recordsSummary: In the Redwood UI users use the Action Bar to create new records. When creating a new opportunity from a contact, the user is taken to the Opportunity Create Pa…
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Customer account creation for REST API/Roles or privilegesSummary: We are implementing an integration for creating receivable customer accounts from other systems. We are using below REST and SOAP services in our integration. I…
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Need to call an object function from global function in CX Sales - how?Summary: Use a global function to call and pass data to an object function Content (please ensure you mask any confidential information): Hi all, I'm driving myself nuts…
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Image in ColumnHi, I selected the image in the column properties but when I run the report it is showing up. below is the blank space where the image should have visible which is not s… -
How can we see the change history for Sales objects - NGSSummary: How to see the change history for Sales objects like Contact , Account, Lead, Opporunity. Content (please ensure you mask any confidential information): Classic…
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Hide or remove Structure icon displayed in the menuHello I am creating a role that can only manage users, organizations, positions, among others, however, the Structure icon appears in the menu. When I try to hide it wit…
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Facing issue with FTP Server setup in OBIEEHi All, We are setting up the FTP server in OBIEE to burst the BIP report output to FTP server. But the connection is failing after passing the Server, Host, Port, Secur…
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POST works from POSTMAN and got error in groovyHi I am able to POST and getting the response from 'Postman' but when I create a Web Services and use it from groovy I receiving the 400 error. Can you please help me to…
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Express ReportHi, I created express report on Opportunity object but is showing as blank. But when I click on the report either of them are returning as blank
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Ability to create and update contacts for sales while protecting and isolating ERP contactsSummary: As on CX User I must have ability to create and update contacts for sales while protecting and isolating ERP contacts so that CX users can maintain sales contac…
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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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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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Is there a way for job process to automatically be submitted when a new user is created via REST APISummary: We are trying to explore using REST API in creating user resources in Oracle Sales Cloud. Based on the documentation on creating users using REST API, there are…
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Mapping CX.Account to FIN.Account instead of FIN.OrganizationSummary: Account hierarchy is different on Oracle ERP Cloud (FIN) and Oracle Sales Cloud (CX) Content (please ensure you mask any confidential information): We are imple…
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Does the Oracle security model support only ownership visibilty? (i.e. only records I own)Summary: Curious if it is possible to only allow a resource to view records they own. This also includes record results that show up in a DCL field if you start to type …
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Error 401 on webservice call using generated token Opty outbound to azureSummary: Have registered two external webservices to used in Opty trigger. Token gets generated but receives 401 when doing the POST request Content (please ensure you m…
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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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Can we use DFF as filter in 'findCustomerAccount' operation of 'CustomerAccountSerivce' webserviceHi, We have a requirement to filter the CustomerAccount and contacts information only by using a DFF (configured at Account Contacts level).We are passing CustomerAccoun…
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How to auto update lead status to converted when connecting an existing opportunitySummary: When we connect an existing Opportunity to a new Lead, we are looking for a way to auto update the Lead status to Converted. Content (please ensure you mask any…
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Is it possible to invoke a Groovy "Global Function" via REST call?I want to find out if invoking a Groovy-implemented Global Function is possible. And if so, how to do it. -
How to add SiteUseType to Existing party SiteSummary: I have an existing site with SITE USE TYPE as "BILL_TO" for an organization and I wanted to add a new SITE USE TYPE "SHIP_TO" with the same address for the orga…
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Can the close date field on opportunities be left blank during opportunity creation?Summary: As it stands now, when an opportunity is created, the close date automatically populates. This makes it so opportunities often times opportunity close dates com…
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Express ReportHi, Is the express reports are available only for Opportunity object please clarify.
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How to edit BPM mail notification Subject for "ExtnBusinessProcessComposite"Hii we are trying to edit BPM mail template for project "ExtnBusinessProcessComposite". The BPM looks like follows for this BPM we are receiving following mail notificat…
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You must enter a value for the created-by-module attribute of the entity EdiEOI am trying to create organization customer with the below payload and getting below error
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How to do proper error handling in REST WebServices?Summary: I want to do proper error handling with REST WebServices and looking at the documentation I found that: def conn = adf.webServices.GetTicketForAccount try{ // P…
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User is having issue when entering an address in REASummary: Seeking your Inputs on this Issue, thank you in advance. Content (please ensure you mask any confidential information): Version (include the version you are usi…
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How to make all fields visible for CX Sales for Microsoft 365?Some of the standard fields cannot be searched in the Available Fields and be added on the Details page. How to make all fields available?