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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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. -
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 -
Associate multiple contacts to same partner or account address ?Summary: We have a requirement that an account address can have multiple contacts associated to it. When we check standard implementation we can find only 1-1 mapping be… -
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…
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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 2 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 2 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…
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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 …
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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 34 views 1 comment 0 points Most recent by Robert Mutton-Support-Oracle
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How to Delete Customer Sites Using Web Services?Summary: How to Delete Customer Sites Using Web Services? Content (required): **This post was created as part of a How to Service Request (SR) ** Unable to delete Custom…
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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 …
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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 32 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…
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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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Exists the possibility to nest different expressions in order to facilitate the maintenance ?Summary: The customer need to nest an expression in OIC due to long incentive formulas . The customer want to create an expression and call this expression into another …
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Incentive Compensation - Participant detail custom attribute in expression or Rate tableSummary: A Participant detail custom attribute used in an expression or rate table doesn't calculate earning, instead the same logic works via custom function. is this a…