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Sales
Discussion List
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Resources and Resource OrganizationsContent If users are not using resource organizations and resource hierarchy in Oracle Cloud as the source of truth in their systems and dont want to maintain it for eve… -
Workspace search limitation for old recordsContent Hi Members, I was looking for any document which specifies the maximum old date till which we can search records in workspace. I was not able to find records whi… -
Email Notification for imported LeadsSummary Lead WorkflowContent Hi, Is there any way we can trigger email notification workflows to send email to lead owner for imported leads in the system. Thank you Anu…
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Access Group to Custom ObjectContent Hi, Is access group not available for custom object as I could not find the custom object name in Object Sharing. Please advise Thanks -
Custom Page Read-OnlyContent Hi, I have custom object with work flow attached as when the approval is completed and status changes to APPROVED I need to have the page non-editable (READ ONLY…
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Unable to find Lead object in Import managementSummary Unable to find Lead object in Import managementContent Hi All, I am trying to import Leads using Import Management.But when I try to create a import activity we …
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Data Access based on Contacts and Accounts Custom attributeSummary How to provide access to Contact and Accounts based on Custom attribute on Contact and Accounts compared to custom attribute on ResourceContent Hi, For our requi…User_2025-02-10-16-58-36-742 39 views 3 comments 0 points Most recent by User_2025-02-10-16-58-36-742 -
Validate if a user is logged inSummary Validate if a user is logged inContent I have the following requirement, I need to validate if a user with service agent functions who is the account owner is co…
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Outlook desktop client version needed for O365 Add-in usageContent Hi, Does anyone know where to find the latest documentation on which Outlook Desktop client a user needs in order to access the O365 Add-in? When we went live wi…User_2025-01-28-01-29-38-878 34 views 3 comments 0 points Most recent by User_2025-01-28-01-29-38-878
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table level link between Geographies and territoriesSummary table level link between Geographies and territoriesContent Hi, I am trying to find a link between territories and coverages on the Territories page? I am lookin…
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Field value box border is thick after 21BSummary After 21B release the field value boxes seems to be very thick and evidentContent We had our 21B last friday in Test environment and since then the field value b…
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Edit/Change related objects information in mobileContent Hi Members, I have been trying to change the fields for related objects of account in mobile summary page. I have tried to change it for asset page but no update…
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Best practises to control access to publish sandboxesSummary How to control access to publish sandboxes?Content We have multiple implementation projects running on this environment. Looking to lock down admin user privileg… -
Inound email to create sales leadsSummary Feature to allow a customer to send an email to a mailbox and have a sales lead createdContent We have an ask from the business to create a lead from an inbound …
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Multi-select choice list for CompetitorContent Hi, I created DCL custom field named Current Partner in Accounts page using the field name Sales Competitor. But I am not able to create as multi-select choice l…
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Privileged Function Access IssueSummary Trying to get Privileged Function to Create Record on custom ObjectContent We have a custom Object which is populated by trigger when an Activity Record is delet…
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Is there a REST API that can be used to access Page layout data for Oracle CXSummary Looking for a way to access Page Layouts via APIContent Our external integration pulls data from Oracle REST API. Although we can access all of the data in a rec…
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Activate Action Only When Logged-In Resource Has Correct RoleContent Hi, I'm creating an action which triggers a groovy script but I want that action to be only available to certain types of resource roles. How do I achieve this? …
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Competitor Table NameContent Hi, Can you please help me identifying the table which stores the competitors DCL field used in Opportunity Thanks
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REST API for attachmentsSummary REST to fetch all kinds of Attachment child rest collectionsContent We have so many different object with attachment child collections. Like Below -… -
rule based assignmentSummary In rule based assignment if u want to include any custom field ?Content Hello, In rule based assignment if u want to include any custom field ?Neha AbhayNarayan Singh-Support-Oracle 33 views 4 comments 0 points Most recent by Rupak Chowdhury-Oracle
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How to give access of 2 BU to single user ?Summary How to give access of 2 BU to single user ?Content Hello, How to give access of 2 BU to single user ? Please suggest . If any supporting document is appreciated.…Neha AbhayNarayan Singh-Support-Oracle 39 views 3 comments 1 point Most recent by Rupak Chowdhury-Oracle
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Enter response metric and warning thresholds in days instead of minutesContent I have created Standard coverage as a part of service milestone configuration and added entitlements with condition and results columns. I have read in a documen…
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What are the performance issues faced when activating Audit Policies?Content Hi, We are planning to activate audit policies for Sales Lead object since we're facing an issue where they are being retired abruptly for no known reason. I jus…
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Contact from Sales Cloud to EloquaContent Hi, How can I push contacts when created in Sales Cloud to Eloqua please advise with the integration approach. Thanks
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Workspace - Record counts don't match to BISummary Workspace shows more records than similar filtered BI reporting showsContent Example is that Contacts show higher record count in Workspace than we see in extrac… -
Best Practices for Separating Two BUsContent We have a requirement, where we need to have two business units, working on the same territories. Each business unit will have their own set of roles. How do you…
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"CX Sales Mobile Composer" and "CX Sales Mobile Scripts"Summary Application Composer> Mobile Application Setup>"CX Sales Mobile Composer" and "CX Sales Mobile Scripts" tabsContent Hi all, In version 20D, Application Composer>… -
Adding Mobile Phone in Contacts Advance FilterSummary Create a saved Search with Mobile phone attributeContent How to add 'Mobile phone' attribute in Contacts Advance filter option.User_2025-02-10-16-58-36-742 27 views 6 comments 0 points Most recent by User_2025-02-10-16-58-36-742
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Username from Resource DCLContent Hi, I have created DCL based on Resource which displays Resource Name. When any resource name is selected I would like to get the username and email address plea…