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Sales
Discussion List
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1Enable Business Plan in WorkspaceSummary: Is there a way to enable Business Plans in Adaptive Search? Will it be possible in future release? Content (please ensure you mask any confidential information)… -
1Is there any facility to download all the mails going out of Sales Cloud?Summary: Need to develop a custom report to download/view/extract all the mails (workflow) going out of Sales Cloud. Content (please ensure you mask any confidential inf…
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How to make Scheduled Process Job output visible to all users with System Administrator roleSummary: During Scheduled Process running we can output to a text file, which is stored as an attachment to the job. This attachment is visible only to the user who ran …
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re-activate contactsSummary: Re- activating contacts made inactive by mistake Content (please ensure you mask any confidential information): Hi, Is there anyway to re-activate the contacts …
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How can we see the change history for Sales objects - NGSSummary: How to see the change history for Sales objects like Contact , Account, Lead, Opporunity. Content (please ensure you mask any confidential information): Classic…
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Mapping CX.Account to FIN.Account instead of FIN.OrganizationSummary: Account hierarchy is different on Oracle ERP Cloud (FIN) and Oracle Sales Cloud (CX) Content (please ensure you mask any confidential information): We are imple…
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Express ReportHi, I created express report on Opportunity object but is showing as blank. But when I click on the report either of them are returning as blank -
Image in ColumnHi, I selected the image in the column properties but when I run the report it is showing up. below is the blank space where the image should have visible which is not s…
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How to edit BPM mail notification Subject for "ExtnBusinessProcessComposite"Hii we are trying to edit BPM mail template for project "ExtnBusinessProcessComposite". The BPM looks like follows for this BPM we are receiving following mail notificat…
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How to do proper error handling in REST WebServices?Summary: I want to do proper error handling with REST WebServices and looking at the documentation I found that: def conn = adf.webServices.GetTicketForAccount try{ // P…
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How to Integrate Sales Accounts with PayablesSummary: Hello Team, we have a requirement to integrate sales accounts with oracle payables to generate invoices and do the payments. could you please let us know the pr…
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We are getting error while trying to create new BPMSummary: Hi All, We are getting the following error when we are trying to create new BPM Workflow. Please help us with this issue. FND-FND_GENERIC_MESSAGE (FND--1) FND-F…
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Trigger behaviour in Microsoft 365 IntegrationSummary: Hi Team, We do have Microsoft 365 integration turned on for sales. Users do create opportunities via plugin . But it appears the field level triggers configured…
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How to send Reminder Emails with Custom Email TemplatesSummary: We want to send a reminder notification to users if status remains as 'Approval Pending' after every 2 days. We tried to achieve this using Execution Schedule u…
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Schedule Object WorkflowHi, How can I schedule object workflow to run every Friday at 11 PM. Thanks
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How to configure as sales person an employee created with the workers APISummary: We are using the workers API to create records for all employees (/hcmRestApi/resources/latest/workers). We want to use these employees as sales reps for receiv…
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How to set up "Fuzzy" matching SearchContent (required): With adaptive search, you can set the level of ambiguity search, but when you perform a "contains" search on various record search screens, it seems …
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Error with dashboard linked to a infoletSummary: Hello, I have 3 infolets in the initial page and all are linked to a dashboard created at BI. When i put in page compose the path to the dashboard, the preview … -
How to get time zone based on ZIP code on Account UI Page ?Business wants to display TIME ZONE of an account based on its ZIPCODE from Address. So suppose a account Zip Code is 77219 for Address ( PO BOX 130548,HOUSTON, TEXAS HA…
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Issue with Displaying Descriptive Flexfields in the Creation Layout Page for AdressesSummary: Descriptive Flexfields in the Creation Layout Page for Adresses are not displayed. On the Detail Layout Page there are displayed as intended. Content (required)…
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Mass Update in Workspace - Limitation to 10 RecordsSummary: We would like to mass update more than 10 records at a time in the Workspace UI. When using the standard UI it is possible to set the maximum number of records,…
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Can we upload address in multiple language for same customer address?Summary: Hi, We have a requirement where business wants to store customer address in English/mandarin & Spanish Language without creating multiple sites. Example, if cus… -
Audit Policy Best PracticeSummary: User wants to enable Audit for all fields on most of OOTB sales objects and custom objects. I have a concern with the performance implications if we enable so m… -
How can we display 'Rich text' to usersSummary: When migrating data from old system to Sales Cloud we used a Activity: Summary Note and the meeting minutes (long?) field to store part of the information. The … -
How to add new report/infolets into redwood sales dashboard using visual builder studioSummary: We have new sales method created in CX sales, so in current sales dashboard of pipeline is blank, so we need to embed to report in redwood sales dashboard Conte…
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How to automatically set up a industry on Account detail page.Summary: Hi , I want to Auto set up Industries field value to Other Industries if it is null at Account creation level. But api name of Industries field is not available… -
Is there an ability to filter the Account Name suggestions from Dynamic Choice List fieldSummary: What I would like and wondering if it's possible to filter account name suggestions so it excludes inactive (status) accounts. Content (required): When our user… -
How to setup Parallel approval for Opportunity?Summary: I want to configure a Parallel Approval process where parallel approval will push to 2 or 3 sales managers. Out of three managers any one response (approved/rej… -
I need to validate an alterationSummary:i need to validate an alteration only on Phone and email Content (required):I have an approval flow on my environment for new record it works well, but i have a … -
CCC - Security Concerned Queries on Outlook IntegrationSummary: • As per method suggested in the document, the API permission required for the app that need to be registered on Azure AAD would have read/write access to all m…