To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
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Multiple Contact Profiles or Persona in CDMSummary What is the best way to achieve multiple profiles or persona of Contact/Person in Customer Data managementContent Hi, Has anyone come across a requirement or sol… -
CX Mobile - Retrieve a secondary object parameter to set it in a custom field through scriptSummary Get using mobile scripts the related (secondary) object of a DCL field and set one of its properties in another field of the main objectContent Hello everyone, W… -
ValidationException with a defined variableContent I'm looking to have a validation exception or warning pop up and visible to the user but I want to include a def variable and not specifically a hard-coded messa… -
Sales – CX Mobile Updates for Sales, 23 January 2020, 9 a.m. PT - Submit QuestionsContent Submit your questions for the Sales – CX Mobile Updates for Sales session to have them answered during the live event. Post your questions by posting a new comme… -
Sales – CX Sales Office 365 Updates, 21 January 2020, 9 a.m. PT - Submit QuestionsContent Submit your questions for the 20A CX Sales Updates: SFA and PRM session to have them answered during the live event. Post your questions by posting a new comment… -
Contact restrictionSummary Is it possible to restrict the visibility of contacts and that the user can only see the contacts in which he owns?Content Hi, We want that users can only be abl… -
Attachments in Oracle Sales / Engagement Cloud is Extensible?Summary Attachments in Oracle Sales / Engagement Cloud is Extensible?Content Hi, We want to add custom field called "Document Type" in attachments within Account Layout.… -
Phone number formatSummary Changing the default capture formContent Hi Our users outside the USA are complaining about the format of the phone number for a contact. They would like to have… -
Advantages of Import Management over Classic ImportSummary Advantages of Import Management over Classic ImportContent Hello, With 20C Release upgrade, Classic Import (Manage File Import Activities) will get sunset and bu…User_2025-02-04-10-47-02-166 70 views 11 comments 1 point Most recent by User_2025-02-04-10-47-02-166 -
Sales – 20A CX Sales Updates: SFA and PRM, 14 January 2020, 9 a.m. PT - Submit QuestionsContent Submit your questions for the 20A CX Sales Updates: SFA and PRM session to have them answered during the live event. Post your questions by posting a new comment… -
Apply for preview access on the “Search and Workspace User Experience”Summary Apply for preview access on the “Search and Workspace User Experience”Content Hi; I am working on Oracle Partner Company. My customer want to use adaptive search… -
How to Validate the Phone County CodeSummary The Primary Phone Country Code Should be validated based on Country Selection in Account AddressContent Hi All, Kindly help me how to achieve the following Scena… -
How to add attachment type field for Custom Objects through Application composer toolSummary How to add attachment type field for Custom Objects through Application composer toolContent Hi, Could you please guide, how to add attachment type field for Cus…User_2025-02-04-15-10-30-884 555 views 5 comments 1 point Most recent by Shivakumar Ayyanagowdar-Oracle -
Workspace - Contacts Hyperlink Field to Open RecordSummary Hyperlink Field that allows for opening Contact record via WorkspaceContent Looking for a Hyperlink Field on the Contact object that allows for opening Contact r…User_2025-01-31-01-47-23-586 25 views 2 comments 1 point Most recent by User_2025-01-31-01-47-23-586 -
FlexField - Validators - how Boolean are managed in the Groovy expressionSummary I would like to use a boolean flexfield in a groovy expressionContent Hello, Imagine 2 flexfields : * "Flag" is TRUE_FALSE * "Type" has a value set (having 4 val… -
Sales – 19D CX Sales Updates: SPM, 21 November 2019, 9 a.m. PT - Submit QuestionsContent Submit your questions for the Sales – 19D CX Sales Updates: SPM session to have them answered during the live event. Post your questions by posting a new comment… -
Trigger workflow in future dateContent Hi Community Members, I would like to know how we can call the object function using workflow which will trigger in future date? I have tried setting execution d… -
Sales – 19D CX Sales Updates: Platform & CDM, 14 November 2019, 9 a.m. PT - Submit QuestionsContent Submit your questions for the Sales – 19D CX Sales Updates: Platform & CDM session to have them answered during the live event. Post your questions by posting a … -
Sales – 19D CX Sales Updates: SFA & PRM, 13 November 2019, 9 a.m. PT - Submit QuestionsContent Submit your questions for the Sales – 19D CX Sales Updates: SFA & PRM session to have them answered during the live event. Post your questions by posting a new c… -
Multi-edit Option / Mass UpdateContent Hi, Is OEC supports to update Account / Contact's multiple records same as Service Request? We can use Actions -> Update option to edit multiple records in SR ob… -
Service - Account, Contact and Service Request with different workspace functionalitiesSummary How can I make Account and Contact open in Workspace mode but from other search pages?Content Hi All, Service Request outside "Workspace" open in Workspace mode … -
REST API Restriction on Roles/UsersSummary Can we restriction Users to not make REST requests?Content Hi In our Sales Cloud application, we have configured certain layouts for different kind of users and … -
Global Search powered by Adaptive SearchSummary Global Search powered by Adaptive SearchContent Customer wants to enable global search powered by Adaptive Search. Do we have any document which details the setu… -
Trading Comminity Person Load using FileSummary Is there a fiel base loader for loading Trading Community PersonContent I am using FBDI to create customers, that can create person but some of the fields such a…Prateek Parasar - GTUK, ACE Pro 38 views 4 comments 1 point Most recent by Prateek Parasar - GTUK, ACE Pro -
Workspace search on CX Cloud moblie appSummary Any plans to plug Workspace into mobile apps? -
19C upgradeSummary after 19C upgrade we are seeing all the buttons changed to black colourContent Hi All, Our test application got migrated to 19C and we have observed the button c… -
Managing attachments - Client profileSummary Maintain attachments - all versions - which support a client profileContent Greetings, We are currently implementing ERP and Sales Cloud; and our customer is que… -
Programatically get a Field's Display Name via Groovy ScriptSummary Looking for a way to programatically get the field's Display Name via groovy script.Content Hi All, Would like to ask if anyone had a similar requirement as belo… -
Access REST through groovySummary Access REST through groovyContent Hi All, I am looking to call the REST from groovy. Here is the API and scenario I am using eligibility rule from products with … -
Join Fields: Unable to register because Join node is missingContent Hi Everyone, I was reading this reference about Join Fields. But when I checked 2 of our Engagement Cloud environments(from different domains) I am unable to fin…