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Sales
Discussion List
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SLA APIs time response Oracle CX Sales & ServicesSummary: I need to know the SLA for API calls to the Oracle CX Sales & Services Content (please ensure you mask any confidential information): The architecture team is e… -
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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How to Track Exports from Workspace in Oracle Fusion Sales Cloud?Hi all, I’m trying to determine if there is a way to track or log export activities performed directly from the Workspace in Oracle Fusion Sales Cloud. I’m aware of the …
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Add Custom Fields in "Search and Add Customers" screen under Coverage tab in Territories.Summary: Navigation/Steps Sales > Territories > Classic UI 1) Create a Proposal 2)Add Territory to Proposal 3) Navigate to Coverage tab 4) Select + Button on Included Cu…
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Is there a table where we could query/retrieve the match configuration rule attributes for CDM?Summary: We've a requirement to create a report showing the match rule and the rule attributes. We can use ZCH_MERGE_DETAILS_B to get the match rule name for merged reco…
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CX Sales - Redirection of delete action (from contact/account edit pages)Hello, When we are on the contact/account edit pages and use the delete button from the "Actions" dropdown menu - the record gets deleted and the next record is automati…Justine BONDIL - Oracle-Oracle 31 views 4 comments 0 points Most recent by Justine BONDIL - Oracle-Oracle
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Mass end date of members within the Resource RoleSummary: We have to end date all the members within the specific Resource Roles. However, I couldn't find any documentation related on how to mass end-date them. Could y… -
Purge of recordsHi, our customer needs a formal confirmation by Oracle regarding the following aspect of data management and deletion in the system: when a record (available objects: Se…
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Export all the files uploaded on Photo field of Contact and Account entitySummary: Hi Community! I need to export all the files uploaded to the Photo field of the Contact and Account entities. I tried to use the native export of Contact object… -
Message template is not visible for sales manager role?Summary: Content (please ensure you mask any confidential information): we have Message Templates used in Opportunity, sales reps are able to access it but not Sales man…
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CX pickerSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Is it possible to load just one city instead of Importing the entire country data?Hi Community, I was wondering if anyone might be able to help me? I have a requirement where I need to add several cities to my Geography Hierarchy for Recruiting Purpos… -
Express report to fetch all leads created by meSummary: Hi Team, I want to create Express report to show all the leads created by me. But I am not able to see any condition to filter leads created by me. Could you pl…
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why field event listener is not working on Action bar Update Status fieldSummary: Hi Team , I have created one custom win loss reason field on Opportunity and created a value map relationship with status category when Status Code gets changed… -
How to enable Partner Badge which is displayed on Partner Overview PageSummary: We have demo screen shots from oracle support ..How to enable Badge which is displayed on Partner Overview Page Content (please ensure you mask any confidential…
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Generate Win Story EmailHi, When I look for Generate Win Story smart action I am getting pop-up as below and if I click Generate Win Story to whom does this email goes to Why this window is not… -
How to create a contact during lead to Opportunity Conversion without creating OpportunitySummary: HI Team, How to create a contact during lead to Opportunity Conversion without creating Opportunity. As when I am converting the lead to opty i need to avoid cr…
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Data Prod Related QuestionnaireSummary: Please provide answers to the following questions regarding data purging in Oracle Fusion. Associated SR: 4-0000257806 How do we identify and tag PII and sensit…
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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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Need a user Task/Activity report for all the actions like Create/Update done in CX-Outlook.Summary: We need a report to track all activities done via CX-Outlook in cx objects. Business requirement - This is required form the Auditing team as a Compliance requi…
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cx-srt-visualization fragment in custom pages in VBSSummary: I created a custom page (Dashboard Landing Page template) and attempted to add visual configurations using the cx-srt-visualization component. I passed the foll…
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How to import hierarchies from DnB into CX through the Oracle DnB Account enrichment service?Summary: How to import hierarchies from DnB into CX through the Oracle DnB Account enrichment service? Content (please ensure you mask any confidential information): Cli…
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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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How to make 2 fixed choice list dependent in oracle fusion sales.Summary: How to make 2 fixed choice list dependent. For e.g. if there are 2 FCL A(a,b,c) and B(1,2,3) then (i)if in FCL A, I select 'a' then in FCL B, 1 should get selec…
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Can individual 'Update' Smart Actions be disabled?Summary: Content (required): I've configured my Opportunity update page which included adding some custom fields. I see my custom fields automatically get 'Update' Smart… -
Is QR Code Migration via CSM available?Summary: Is there a way to migrate the publish of QR code from one environment to another? Or the only process is through the Mobile Application Setup via sandbox, meani…Ivony Ann Paula Salango 1 view 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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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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How to get audit history for a specific entity using REST API?Summary: I want to get audit history for a specific entity using REST API endpoint, to be more precise, same data that we have in "Change History Subtab". I know that it…
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how to store multiple GLN's at address level in CDMHello Team, In CDM, GLN is a standard attribute basically a text field. For our use case one site can have multiple GLN associated with it. Can you please provide us the…
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How to load 20 million party records in Sales cloudSummary: We have close to 20 million party records and other data elements in for Customer data management also in millions. Content (please ensure you mask any confiden…