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Sales
Discussion List
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Do we have customer creation approval work in oracle Fusion Customer Data managementDo we have customer creation approval work in oracle Fusion Customer Data management -
Duplicate account Identification Prior to uploading a CSV.Does a Duplicate Identification Batch only work for data inside of Oracle already? Any way we could use it to QC an upload DOC prior to upload to identify duplicate acco…
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view an audit of object in otbiSummary: We want view the information of a Oracle Sales object (account, activity or whatever) audit in OTBI, OAC or via api. It is possible? Content (please ensure you …
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Global Search : FND-6603 Search ErrorThere has been issue when using Global Search. When we are trying to search on the home page, we are receiving the error below. However, when we go to workspace and try …
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How to enable multiple Phone Numbers for the Duplicate CheckHello, We are currently using four different phone numbers in the Sales Cloud for contacts. Our customer has requested that all two of these phone numbers be included in…
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How to change the default option for Record Set in workspace?Already changed the default option from 'All records I can see' to 'My subordinates are on the team' on sandbox and already published it. After publishing, the change is…
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Unable to fecth a single record fron custom CPQ Data using Groovy ScriptSummary: From Oracle Sales Cloud, we are attempting to retrieve data from custom CPQ data tables using the REST API described below, but we haven't successfully obtained… -
Configuring Notifications for Overdue Opportunities with Unchanged Status??Summary: I am looking to set up a notification system within Oracle Sales Cloud that alerts me when an opportunity's close date has passed, and the status remains unchan…
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The Updates done in Partner records via Import is not appearing in the Change History tab.Hi Team, The Updates done in Partner records via Import management is not appearing in the Change History tab of the Partner record. Scenario:- We have updated some comm…
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Add Created Date for Attachment SubviewHi Team How can we add Created Date for Attachment Subview as of now we are able to see only Last Update Date and Last Update By. How can we add Created Date as well?
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Is Household an Organization or Group in TCA under Oracle Fusion CX Sales and more questionSummary: Trying to validate some Proof of COncept for Fusion CX Sales Implementation and came into some questions that need some clarification one: 1. Is Household an Or…
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Access Group Members - Different results on screen and APISummary: Hello, I'm facing a situation where an user is added to a Role on Security Console, I can see that the user has been added successfully but it is not present in…
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Not able to assign duplicate identification batchesSummary: I have data steward manager role but still unable to assign duplicate identification batches to any user. Content (please ensure you mask any confidential infor…
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How to default a field based on other FCL fieldSummary: Hi Team, There is two Fcl fields one field is dependent on another fcl field. Whenever field is changed another field is getting populated with that value that … -
Microsoft 365 Outlook Add-In Shared Item Syncing IssueWe have an issue with sharing item in Microsoft Outlook. After sharing an item, it just spins for about 3-4 minutes—sometimes displaying a message that it has timed out.…
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How to update Associated Party Information to Associated Worker InformationHello Community, I associated my Worker information, now its showing the Associated Party Info , How can I change it back to Worker information? Thanks, Gail 24D -
Way to Bulk Reject Merge RequestHi Team, We have a requirement from business to reject merge request in bulk. Is there any way to achieve this in CDM. Any help relevant to above is appreciated. Thanks,…
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Isolating View Privilege for "Users and Roles" TileHello, I've been testing different Function Security Policies and Data Security Policies combinations to be able to add only view access in the "Users and Roles" tile to…
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Oracle Customer Excellence Awards - Nominations are OpenYou’ve done incredible work. Now you deserve the recognition. The Oracle Customer Excellence Awards celebrate the very best of business innovation, showcasing how organi…Elise Hymes - Oracle CX-Oracle 21 views 0 comments 1 point Started by Elise Hymes - Oracle CX-Oracle -
Is it possible not to clone the Security Console?During a refresh environment, i.e. P2T clone, is it possible not to involve the security console or at least the Job Role name of users?
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What is the Base table for Activities Subtab under ContactsSummary: What is the Base table for Activities Subtab under Contacts as shown in the screenshot. We want to create a report based on Inbound call traffic from Contacts r… -
The Description in Activities is not in format when the Activity is sent as emailSummary: When a task is created the description is captured in a format. When record is created an Email will be sent with all the details. So, the description is concat…
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Is it possible to populate a text field with another fields value using Routines?I have a requirement to populate values from a OOTB field to a custom text field when the condition are met, I want to achieve this by using Routines but in the Actions …
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Filter OTBI Analysis on Sales Dashboard by logged in User with Action LinksSummary: I have successfully created an OTBI analysis, created a visualization in App Composer, and added it to the Sales Dashboard. However, I have a filter for the cur…
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Changing the Fusion Theme to a Custom OneSummary: Hi all, How can we change the fusion theme only with a transparent logo added to it without changing the current default theme or other themes, retaining the de…
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Can you expose a custom object along with associated fields on mobile app?Summary: We have custom Object called Flags and a field called Flag Categories. I want to know if I can add that custom object to the Around Me filters for the mobile ap…
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Is there a way we can add custom attachments in the email template?Summary: Requirement: Add a custom attachment file in the email notification. NOTE: The attachment contains a section where we must retrieve a value from a field; other …
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How to setup territory assignment with more than 3 dimensions?Summary: The ootb functionality of dimensions, for territory assignment, have 3 custom dimensions. We are using 2 of then, without any problem. But we have more than one…
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How to enable editing the values of a component using Page Composer?Summary: I was trying to edit a Page/Tab using a Page Composer. I was not enabled to edit the values of the components that were inside the Page. How to enable editing t…
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Redwood outlook addin - share email layout missing informationHello Team, i'm configuring the new CRM addin for outlook and i have a few iussues - if maybe you can assist - 1. when i open the addin from email - (and i use a contact…