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Sales
Discussion List
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Adaptive Search Full-Publish Time Metrics for Large Data VolumeSummary: Hi, The adaptive search full-publish takes long time to complete. I wonder if that's expected and if we can optimize the running performance. Here is the detail… -
URL pattern for ManageHierarchyLinkSummary: Hi, Does anyone know what's the URL pattern for ManageHierarchyLink on Account Overview subtab? Thanks, Adam Content (required): as above Version (include the v…
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How can I get an export of the Industries for Accounts in Sales CloudSummary: We are looking to update the list of Industries in Sales Cloud. We were looking to start by exporting the list and then editing it and then updating the list of… -
Approve From Mail With a Custom Template**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: is it possible to approve or update any field from the mail templa… -
How to Add/Update the Classification Codes for CUSTOMER_CATEGORY ?Summary: How to Add/Update the Classification Codes for CUSTOMER_CATEGORY ? Content (required): **This post was created as part of a How to Service Request (SR) ** Versi…Jacqueline Li-Support-Oracle 32 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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Un forecasted item not showingWhen the un forecasted items are displaying? -
Digital Sales - Account HierarchySummary: Hi, We'd like to manage account hierarchy in Digital Sales with the following capabilities - Add Child Remove Child Are these features supported? Thanks, Adam C…
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Rename Action Menu Item**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: We have requirement to rename the "Copy" action menu item in Busin…Dragos Deak-Support-Oracle 53 views 1 comment 0 points Most recent by Oana Grigorie - Support-Oracle
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Is there a way to lock down an assessment once questions are answered?Summary: Once someone has completed all of the questions in an opportunity assessment, is there a way to make the assessment read only so that no further updates can be … -
How to handle the lead duplication with the same contactIf create lead with the same contact with the same mobile so need pop up message showing this there is already lead with this existing customer.
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Best practices for automated testing on the Fusion platformSummary: Are there any recommended practices for automated testing on Fusion apps (CRM, HCM, etc)? Content (required): Hi. I was wondering what is the common practice fo…
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Object Workflow StatusHi, For any submission of object workflow is there any OTBI or BI report available to check Thanks -
How to check the upgrade cycle for Sales CloudSummary: We need to check what is the upgrade cycle for our Sales Cloud test instance. From where can we check the same? Content (required): We have a UAT cycle so we wa… -
How to assign a custom Role to a Partner ContactQuestion :How do you add additional/custom roles to the Manage User's Page role dropdown for Partner Contacts Body: I created a custom role and would like to assign this…Kyler Thomas-Support-Oracle 32 views 2 comments 0 points Most recent by Declan Cunningham-Support-Oracle
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How to populate additional tabs on Product catalog Product Details**This post was created as part of a How to Service Request (SR) Release: 22b Summary of the question: We have products in the Inventory but when we consult them from an…Kyler Thomas-Support-Oracle 23 views 2 comments 0 points Most recent by Declan Cunningham-Support-Oracle
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How to change notification preference at the Site Level?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to change notification preference at the Site Level? Supportin… -
How to Enable Custom Field Missing From Import Mapping In Import Management?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: Activity Outcome (XXAOutcome_c) custom field is missing …Swathi.Lemati-Support-Oracle 32 views 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle
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Is there any way to get a promotion code for the Digital Sales Next Gen UI featureSummary: I am the gate keeper of Sales Cloud GC3 environment, For internal project, I need to access the Digital Sales Next Gen UI feature. But it seems I need to a prom…
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Request Additional information about Next Gen User Experience**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: One of the new feature of 22C is the Next Generation User Experien…Robert Mutton-Support-Oracle 42 views 1 comment 0 points Most recent by Robert Mutton-Support-Oracle
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Why Does 'Request for Information' Not Available for Deal Approval Notification ?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: OOTB Action - 'Request for Information' does not appear …Swathi.Lemati-Support-Oracle 11 views 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle
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How to create contact automatically from from custom fields at the lead ?Summary: Hello everyone , the customer want to create the contact from custom fields at the lead , that contains the data he needs for contact definition , when he conve…
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Deep Link for Manage Account HierarchySummary: Hi, We'd like to add OOTB Manage Account Hierarchy in a custom VB page. Can you advise if there is a deep link we can use? If not, how can we construct the URL …
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Issue with dates passed from Lead object to Activity object using groovySummary: When creating a Lead, an Activity record is generated automatically through Object Workflow. I'm using two dates from the Lead to set Activity's Start and End d…
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CX Sales - Object ProductGroupItem not considered in API's Endpoint for PRODUCT and PRODUCT GROUPSummary: It is suppose that the "relationship" between a Product Item and a Group Item is registered in object ProductGroupItem. But I can't find API Endpoints to create…
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CX Sales Mobile: Not synchronize issueSummary: When I get a "not synchronize" issue creating an Opportunity in CX Sales Mobile due to a code error... when I correct the code and try to re-synchronize the Opp…
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How to add a specific range to a date fieldSummary: How to add a specific range to a date field Content (required): The user would like to enhance OSC date fields to prevent them from accepting "non-existent" dat…Chetna Sharma-Support-Oracle 51 views 3 comments 0 points Most recent by Chetna Sharma-Support-Oracle
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CX Sales Mobile - Around MeSummary: We'd like to display opportunity in Around Me. Has anyone come with a solution for this? Content (required): Version (include the version you are using, if appl…
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How to fetch first 1500 characters from Long text field to a custom text field using groovySummary: How to fetch first 1500 characters from Long text field to a custom Text field using groovy Content (required): Hi we are trying to fetch first 1500 characters …
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Does CX Sales support pulling external data via webservice and display it at the same timeSummary: Does CX Sales support pulling external data via webservice and display it at the same time "upon opening an account record" Content (required): We have a client…
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How do I query the API to filter by CategoryName?Summary: Use Sales Cloud API to retrieve a list of Service Request categories, filtered by name Content (required): Been trying this and combinations of this for hours b…