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Sales
Discussion List
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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. -
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… -
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 38 views 2 comments 0 points Most recent by Declan Cunningham-Support-Oracle -
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 27 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 38 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 45 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 16 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 … -
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 54 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…
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how to edit a standard fields at contact and account screenSummary: Hello everyone , I want to edit a work phone field to make it required and the primary phone field to make it required and updatable regards Content (required):…
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Best Approach to combine multiple triggersSummary: Best Approach to combine multiple triggers Content (required): I would like to know the right approach to combine multiple triggers into a single trigger for be… -
What is the Role to Application ComposerSummary: Role to access to Application Composer Content (required): Hello, What is the exact role that allows access only to the "Application Composer" functionality I w… -
Fusion-Provisioned VB StudioSummary: Hi, If I create an extension with 'Application Extension' template, am I able to add service connection? Content (required): I will need to populate 3rd-party d…
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How can I report on/analyze notifications created 'in the wild'?Summary: We have too many notifications (e.g bell notifications) being created. As we determine which ones to disable, rather than analyze all of the groovy scripts crea…
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how to add search option to reportSummary: Hello everyone, I want to add search option to report where the user be able to search just for what he wants not to look to all data that the report fitch rega…
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How to include enable business logic = true in a edlc external data loader to load data into OEC?Summary: What is the format to include "enable business logic = true" in a edlc (external data loader) config file to load data into OEC? Content (required): Have a requ… -
I want to create an Activity record associated to a Lead when the Lead is createdSummary: I use a Before Insert trigger to do that, but the Activity record need LeadId in order to associate the activity to the lead. But when the trigger is executed, …
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how to make every salesperson see just his own records at ( contact , account , lead , opportunity)Summary: Hello everyone , I want to make each salesperson just have access to his/her own records only and can not see other records but the sales director still has the…