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Sales
Discussion List
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Lead to Opportunity Conversion not creating a new accountSummary: The REST Lead to Opportunity conversion smart action allows users to select two options to create new contacts/accounts: enableCreateContact enableCreateAccount… -
Ability to Mass update the Owner FieldSummary: Owner field is not available to enable mass update. Content (please ensure you mask any confidential information): When enabling mass udpate to all fields from …
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Unable to filter the audit report based on the Partynumber /party site numberWe have requirement that, need to filter the audit report based on either party number/party site number.
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How do we change the Business Units in Sales LeadsSummary: We have a scenario where in Leads Created by users belonging to a different Business Unit (A) are created in a different Business Unit (B). The owner remains fr…
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Is there any Deep link to route the User to the Extension Sub tabIs there any Deep link to route the User to the Extension Sub tab? Below is the deep link I tried but it looks like it works only for Summary/Contacts/Teams etc…
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what is the process of Quote and orderSummary: What is the process for quotes and orders without CPQ, and how is the data displayed? Content (please ensure you mask any confidential information): Version (in…
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Retrieve customers and their sites from AR to salesSummary: Retrieve customers and their sites from AR to sales to be able to see all the contacts related to each site Content (please ensure you mask any confidential inf… -
Is it possible to delete an existing value in field > person_middle_name using FBDISummary: Using FBDI ( bulk Import ) template or Customer Import Spreadsheet ( UploadCustomersTemplate ) is it possible to delete an existing value in field > person_midd…
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Datafox replaceNow that Datafox is discontinued, does Oracle have a plan to replace it with something new? Is there another program that exists that oracle would recommend us using? It…
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communication feature within CX sales.Is there a plan to create a feature within oracle CX Sales to enable communication within objects between resources? Similar to what salesforce has with chatter.
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Oracle Cloud Groovy Script - How to convert Accented letters to normal lettersOracle Cloud Groovy Script - How to convert Accented letters to normal letters Example: Convert Armação to Armacao
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Products Not Loading in Redwood Sales but Visible in Classic SalesSummary: We are experiencing an issue where products are not being loaded in Redwood Sales, though they are visible in Classic Sales. Content (please ensure you mask any…
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How to update Resource Role on User RecordSummary: How to update Resource Role on User Record Content (please ensure you mask any confidential information): Hi Team, Greetings! This is about the update to the fi… -
We could not find the table for Log a Call functionalitySummary: We could not find the table for Log a Call on Activity and Notes Table where the details are available on NGS Smart Action. Can you please help us to identify t…
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How to assign several Business Unit to employees so it can be shown on Opportunities (CX)?I have created users and assigned them as employees but the system only allow you to assign a single BU to a user. Our requirement is to filter the shown values on Busin…
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Scheduling a schedule processes job with date field being dynamicSummary: Hi All, We want to schedule few seeded processes through scheduled processes page, for scheduling this, we need to have the date parameter as dynamic i.e. refle…
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How to change root user in sales HierarchySummary: Hi All, We have a requirement of changing root user in the hierarchy, Existing root user has to come under this new user. How can we do that. is it possible to …
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Groovy script to invoke a custom Function by means a Soap Web ServiceSummary: Define a Groovy script to invoke a custom Function defined on a Child Object (of AssetVO) via Soap Web Service. Content (please ensure you mask any confidential…
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What are the steps for Deal Registration Approval Process in Oracle Fusion CX SalesSummary: I need When Deal Is up to 50M then approval goes to CEO other than under 50M then goes to Business Unit Head. Content (please ensure you mask any confidential i…
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customer hierarchy for ERP customersSummary: Can the customers that have licensed ERP (FIN and PPM) create customer hierarchy without buying license for CDM? They dont need to use the other capabilities of…
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Anyway to add an unique validation for specify field in Oracle fusionHi All, I am trying to check make some field unique(eg. D-U-N-S number about customer). Is there any way to add such validation? Thanks in advance! Version 24B -
Adaptive Search Audit TableSummary: Hi, Do we have audit table for Adaptive Search Setups? I'd like to check the changes made with setup task 'Configure Adaptive Search'. Thanks, Adam Content (ple… -
Cx-Is there any possibility where list of Leads can be associated with calendar.Is there any possibility where list of Events(Leads) can be associated with calendar, such that the question 'Business Development Availability' in the qualification can…
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Field Search not workingSummary: We have a DCL search page , in that we have DCL fields and all are working except one DCL. Though we are giving the value in it , it is not considering it for s…
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Where is opportunity custom sub-tab data storedSummary: I have created a custom sub-tab on the opportunity screen, which is a table of new custom data rows. I need to query this data joined to the opportunity. Does a…
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VAT update in runtimeSummary: Whenever I update the VAT, it doesn't update the amount in real-time. Content (please ensure you mask any confidential information): Version (include the versio…
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Fields Not getting Loaded in Creation LayoutSummary: We have created a custom object using CXX generator, and this custom object is related to Accounts. We have also created a layout for the custom object and a 'C…
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Restrict Activity Access to specific user(s)We've used access groups to allow our organizations users visibility into all records (Accounts, Contacts, Activities, etc.) so that any user can assist a customer. Howe…
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Process to view All Accounts/OpportunitiesHi, Application Name: Oracle Fusion CX Sales Cloud Service Users are able to see only the Accounts/Opportunities which they have created. To give them access to view all…