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For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
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Not able to access another partner account for userSummary: Hi, I need to have view access for another partner accounts. EX Daniel is user for 17-1505 Partner account, but he should get access for other all below partner… -
Not able to share custom filters in WORKSPACE.Summary: HI Team, I am not getting an option to share the filter that I have created with others. It is disabled. Do you know which role is required to enable that optio… -
DFF migration (segment & valueset)Summary DFF migration (segment & valueset)Content Quick question - If we want to migrate deployed DFF (segment & valueset) from one pod to another, can we use FSM (to in… -
How to add conditions to fields in CX Sales Mobile AppSummary: In the CX Sales Mobile App I want to hide a Picklist when a Checkbox is not True. Content (please ensure you mask any confidential information): I tried to ente…
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Can you provide the mandatory fields of countries for Contact and AccountSummary: Hi Team , We need a mandatory fields of Countries for Contacts and Accounts that is available in our Oracle CX . Kindly help us. Content (please ensure you mask…
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Is there any possibility that, Accounts created in CX should not reflect in Account Receivables?Accounts created in CX should not reflect in Account Receivables.
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Is it possible to have a full copy between environments from different tenants?Summary: Hi, Our customer is renewing his contract with Oracle, and is getting a new tenant with fresh environments. He needs to migrate everything from his old producti… -
Replicate Redwood Send Mail functionality in Workspace/Simplified UISummary: How to Replicate Redwood 'Send Mail Functionality in Workspace/Simplified UI Content (please ensure you mask any confidential information): In Redwood, From any…
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Integrating Teros ERP with Oracle Sales CloudHi everyone, I am hoping to integrate Teros ERP with Oracle Sales Cloud. I have been searching for documentation on how to do this, but I have not been able to find anyt… -
CX – Oracle CX for Financial Industry, March 15, 14, 2018 @ 9:00 a.m. PT - Submit QuestionsContent Submit your questions for the CX – Oracle CX for Financial Industry session to have them answered during the live event. Post your questions by posting a new com…
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How to add lead creator in the opportunity record in oracles sales cloudSummary: How to add creator of lead in opportunity? Consider a scenario where one user creates a lead and assigns this to another user and subsequently the assigned user…
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User data validation error file may not be outputContent (please ensure you mask any confidential information): 1.Start import management 2.Import has been executed (number of records is 1) 3.The result is Completed Wi…
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Number field in Sales mobile app does not show commaThe number field in Sales Mobile App does not show comma, where as in Desktop UI it shows the value separated with comma. Is this a mobile app limitation, can someone co…
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Need to use file as a parameter in groovy scriptsSummary: Need to use a file as a parameter in groovy script and send it in the form of multipart-form-data to the WebService. Content (please ensure you mask any confide…
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can we create opportunity without accountSummary: Opportunity creation without account. Do we any APIS to create Opportunity Content (please ensure you mask any confidential information): Version (include the v…
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How to create Foldout panel and subview on Standard Object with M2M relationship with Custom ObjectSummary: Hi, We need to set up a foldout and subview on the Account object, establishing a many-to-many relationship with a Custom Object. However, we're unable to find …
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Mask/hide sensitive information like password in ODASummary: I have to Login to access app where User has to provide username and password for BOT. For Username and password currently im using System.text that shows whate…
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Does Data Steward Manager have access to 'Manage Party Center Source System References' ?Summary: Does Data Steward Manager Role have access to 'Manage Party Center Source System References' ? if yes can you please navigate me through the steps Content (plea…
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Upcoming webinar | Oracle AI for Customer Experience: See What’s New!Get ready to supercharge your productivity with a bevy of new AI/ML models and capabilities With Rob Tarkoff, Executive Vice President and General Manager, Oracle Fusion…Elise Hymes - Oracle CX-Oracle 21 views 0 comments 1 point Started by Elise Hymes - Oracle CX-Oracle -
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Standard Field Phone For Opportunity Object Is Not Accessible In Email TemplateSummary: It is not possible to add "Phone" standard field into email body of a workflow. The field does not exist in the list of fields available. How to add the Phone f…
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Integration with SailPoint for IAMSummary: We are in the process of Integrating the sales cloud with SailPoint for IAM. We have looked at the REST APIs documentation but we have some gaps that we hope yo… -
CX Sales Mobile Required Roles per ObjectSummary: A user can access CX Sales Mobile and can view the list of opportunities from their team. however, after tapping an Opportunity from the List view. The details …
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Create follow-up Appointment from Call ReportSummary can a follow-up appointment be created from a call report?Content When looking at an appointment, we have the ability to create call reports, follow-up appointme… -
New Resource: Performance Best Practices for Extending Oracle Sales CloudSummary This document presents a number of recommendations for maximizing the performance of your Sales Cloud customizations.Content Don’t miss this new Oracle Sales Clo… -
OSC - CPQSummary External use CPQContent Hi all, Today, there is an OSC/CPQ integration used only in the Accounts object for internal use (salesreps, salesmanager, etc). That is,… -
how to get difference of 2 dates in daysSummary: we have a requirement to calculate difference of 2 date fields in days to perform some change. but not able to acheive this in groovy, need help on the script. …
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how to create an integration using Oracle Integration and Oracle Content Management.Summary: To Learn About Creating a Document Approval Process in Oracle sales cloud, how can we create integration using Oracle Integration and Oracle Content Management.…
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Using ExtnBusinessProcessComposite in application composer for custom Employee Supervisor ApprovalHi All, We have created a custom object in application composer and intended to trigger workflow notification upon a record getting inserted in the customer object. We a…
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Need to display pop up message under Attachments in Mobile -> On click of Record Audio/VideoHi, We have a requirement to display a popup message or a hard stop on Attachment field in Mobile for Record Audio/Video. Could someone share if that can be done, we don…