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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How to update Party Site Number ?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: We are trying load the legacy customer data into Oracle …Umamaheswarareddy Ambati-Support-Oracle 18 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle -
Is it possible to create subtabs in creation pages for the Sales Objects?Release: 22C Summary of the question: Is it possible to add subtabs in the create object page (it is available in the edit object page, but does not seem to exist for th…Hector Dantas-Support-Oracle 13 views 1 comment 0 points Most recent by Hector Dantas-Support-Oracle
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How to invoke formula field in BI answer?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: How to invoke formula field in BI answer? Supporting Documents if …Matei Niculescu-Support-Oracle 13 views 2 comments 0 points Most recent by Matei Niculescu-Support-Oracle
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To build BO based on VIEW and expose as REST APISummary: Build a View consists of all the fields in the subject entities Content (required): Build a View consists of all the fields in the subject entities(i.e. Item ma…
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Need help with in-activate & re-activate a customer party and organization via file import in CDMSummary: We have a business need to inactivate customer party and organizations in CDM. In addition, we may have to re-activate some of these records as well in the futu…
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Best Practices for Product Catalog and Price ListsSummary: Is there anywhere that outlines the best practices for working with products, catalogs and price lists For example, how do I deal with products we no longer wan…
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Customer onboarding and governance process when implementing CRM, Financials & OM cloudSummary: We need recommendations from the experts to Onboard the customers when we are using CX Sales, CPQ Cloud, Financials, and OM cloud. Content (required): We use Sa… -
Unable To See Additional BUs Added On Opportunity Or Sales Lead PagesQuestion: We have added additional Business Units but they are not showing up in the Business Unit fields for Sales Lead or Opportunities. **This post was created as par…
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How to export and import cascading picklistSummary: We need to export an existing cascading picklist and create a new cascading picklist with same values. Is there any way we can export and import cascading pickl…
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User unable to create expense report - Party record not created for user accountSummary: Content (required): User is unable to access expense report page getting the error - Missing employment details. select * from HZ_PARTIES where orig_system_refe…
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Sandbox by multiple usersContent Hi, How to have the same sandbox enabled for more than one user. Thanks -
How to display a Yes/No dialog box on click of a custom button in fusion Asset Management pageSummary: How to display a Yes/No dialog box on click of a custom button in fusion Asset Management page Content (required): I have a custom Action button which says "Edi…
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Change the name of standard Oracle Tabs in Sales Lead in mobile UISummary: How to change the name of "Notes" tab to "Notes History" in mobile UI. We can do the same in desktop UI via application composer -> Sales Lead-> Pages. Content … -
How to enable Address validations for countries**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: We have a requirement to enable address validations for …Umamaheswarareddy Ambati-Support-Oracle 13 views 2 comments 0 points Most recent by Prasanth Prabhu-Support-Oracle
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Bulk Update profile option valuesSummary: Bulk update the values in profile option in Manage Administrator Profile Values Content (required): Hi All, I'm looking for an option to update the value of FND… -
Search Pattern in DCLHi, In the DCL field if I type Media I can see list of values starting with Media as below But I type GMBH I am not able to get the list of values I tried to use %GMBH% …
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If there is ability to import geography hierarchyHow to import geography hierarchy as i cannot find it in this doc https://docs.oracle.com/en/cloud/saas/sales/22c/faiem/import-your-geography-data.html#s20072220 -
What are the minimal fields needed for Contacts in Import ManagementSummary: I am looking to export contacts, then update some values, like Account Manager, and then want to - re-import. What are the minimal fields needed to do that Cont…
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Looking to use Export Manager to export Contacts that belong to Accounts owned by a specific UserSummary: Is there a way in Export Manager (and ultimately back into Import Manager) to query on Contacts that belong to Accounts where the Owner of the Account is a spec…
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How to identify Copied OpportunitySummary: How to Identify if the Opportunity is copied or if the opportunity is created from Create Opportunity button. In Oracle Support we have found document Doc ID 22…
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How to remove sales method name from sales stage in advanced search?**This post was created as part of a How to Service Request (SR) Summary: While using advanced search feature in Opportunity object for sales stage users are getting sal… -
How to navigate back to the same Opportunity Page after clicking on "Return to sales" on Quotes**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: How to make the user navigate back to the same Opportunity Page af…
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How to add custom cateogories for attachments in Opty**This post was created as part of a How to Service Request (SR) Summary: In attachment user are only seeing category as Miscellaneous OOTB and have to extend some addit…
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How to add the currency field in the creation layout of Opportunities in CX Sales Mobile?Release: 22C Summary of the question: I need to add the Currency field in the creation layout of the Opportunity Object in the Sales Mobile Application Supporting Docume…Hector Dantas-Support-Oracle 33 views 2 comments 2 points Most recent by Hector Dantas-Support-Oracle
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Need to get summary of failed records of Incentive Compensation Participant Detail Import processSummary: Need to get summary of failed records of Incentive Compensation Participant Detail Import process Content (required): I am submitting Incentive Compensation Par…
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Change history does not include the changes made on the line revenue**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: I activated the change history for the opportunity object, but it …
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Using formula text field in a workflowSummary: We have a requirement to capture multiple email addresses(comma separated) in a text formula field and use that in the Workflow Email task 'To Address' field. H…
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How many lines can be managed in one single sales order without any performance issues?Summary: How many lines can be managed in one single sales order without any performance issues? Content (required): Version (include the version you are using, if appli…
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Best Practices for a sales person leaving your company / terminatingSummary: What is the best practice for how to update a sales rep who leaves the company Content (required): What is the best practice for when an employee leaves. Should…