Feature Kits
- CX Sales Mobile App for a Modern Mobile Experience
- Smart Lists for a Personalized Sales Experience!
- Actionable Infolets for effective and efficient task-based processes
- Use Access Groups to simplify access to segmented business data
- Office 365 Outlook Add-In for a Modern Inclusive CX Sales Experience
- Workspace for Fast and Easy Access to CX Sales and B2B Service!
- Import and Export Management for faster and easier data loading
- News Feed layout provides a fast home page and improved user experience
Sales
Discussion List
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can you use year 2297 in Eloqua date rangeSummary: 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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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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How to Query data from REST webservice Json resultHi Everyone, Hope you are doing well. Here i want to query the data from a result which i received through REST webservice(Json). this is the script i am using.. "record…
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How to Add a "Next" or "Previous" button in Accounts overview Page like in WorkspaceSummary: How to Add a "Next" or "Previous" button in Accounts overview Page like in Workspace, Do we have any configuration to directly Add the buttons without any scrip…
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How to remove or delete the save search in workspaceSummary: User has created a save search in Workspace and by mistake have set it for everyone. How can we delete the save search in workspace. Content (please ensure you …
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How to implement AI for SalesSummary: How to implement these two features of AI for Sales Opportunities and guided selling: 1. Opportunity win probability 2. Opportunity Recommended actions Content …
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Can We Create User Tables in the CDM area?Summary: Can we create a user defined table in the CDM area? We need custom information that ties back to the Customer Account Content (please ensure you mask any confid…
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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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Why does adf.error.warn only show on save and close?Summary: Using a custom error warning, it only shows on the save and close records, not on the save action. Content (required): Using a custom error warning, it only sho…
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Deep Link for Change History Subtab in AccountWorking Link - https://Cloud URL//fndSetup/faces/deeplink?objType=ORGANIZATION&objKey=AccountPartyId=300000450909892&action=EDIT When we are using the above link for nav…
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webhook events with B2B Fusion Sales/Service cloudSummary: How to consume an event in B2B Fusion Sales/Service cloud from webhook ? Content (please ensure you mask any confidential information): Version (include the ver…
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Need to restrict the salesperson from updating the Address on the Account type ZCA_CustomerSummary: Hi, We have a business requirement where we would like to restrict the Sales team from updating the addresses for the Account type 'Customer' ( SalesProfile = Z…
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Embed Map in Contacts sub tabHi, I need to have custom sub tab in contacts page to locate the address say with post code (UK) or zip code (US) Kindly assist on the customization please Thanks
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Documentation on how to implement Custom Territory Dimension: Using Extension DimensionHello, Everyone. I would like to seek for your Expertise regarding Territory Setup for CX Cloud. I have some experience on configuring Territory Dimensions especially fo…
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Is there a feature readily available to Copy text from a field to Clipboard via Groovy Script?We're trying to copy a URL from a field to user's clipboard. Is there a feature readily available to do this via groovy script? I checked Idea Lab and I cannot find any …
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Routines are scheduled for Daily but they are not running, but able to run manually.Summary: We are updating the Custom field value in Lead using Routines and the Routine is scheduled on daily basis , but it is not running until go and run manually why?…
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Limit Custom Object record visibility using field equals to Current user accountSummary: Can not use custom fields to control data access previlege for Custom Objects. In ERP and SCM cloud application Content (please ensure you mask any confidential…
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Can I purge the Customer Site data?Product - Oracle Fusion Cloud Applications 23C (11.13.23.07.0) Issue - I have purged few accounts which are wrongly merged in the system but the "Customer site" for thos…
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How to change task in Business Process FlowSummary: How to change to use SerialBusinessValidationApproval from SerialGivenUserNameApproval in Business Process Flow Content (required): I copied one business proces…
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SQL script to query customer site level bank account numberSummary: Looking for below two sql script to Get customer site level bank account number Get customer site number Content (please ensure you mask any confidential inform…
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What are the roles needs to enable Account creation only for few usersSummary: Currently, we have to removed the Account Creation for all the users, now we want to give the creation access to some users only so what privilege's/roles needs…
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Does Oracle provide an API to retrieve the site count?Summary: 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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CPQ Quotes in OpportunityHi, Is there way to link and display all CPQ quotes using an API in custom tab in the opportunity screen please Thanks
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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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We want to create new lookup value in Activity TypeSummary: We want to create new lookup value in Activity Type. For that we have created a lookup in Manage Standard Lookups for this Lookup Type (ZMM_ACTIVITY_TYPE). We h…
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Sales campaings are going to disappear from OSC?Summary: I have been trying to review the documentation of the sales campaigns section, but I can't find any specific documentation for this section. Some weeks ago I ma…
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Not able to find documentation on 'ENABLE USER CONTEXT FOR SERVICE REQUEST' 23C new featureSummary: No documentation on the 23C new feature 'ENABLE USER CONTEXT FOR SERVICE REQUEST' Content (required): We were going through the 23C patch update new features do…
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REST API for custom object not accessible in application composerHi, I have created a custom object in application CRM Cloud. The REST API for the custom object are not visible. When clicked on either Service or Describe link, it take…
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How to increase resulted row data limit in BIP data modelSummary: We have created a custom BIP data model and when we are trying to view data it is showing "ORA-01795: maximum number of expressions in a list is 1000" Content (…
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How to remove resources in activity using script in Oracle Sales Cloud?Summary: Hi Team, We need to remove a resource from activity resources using groovy script in Oracle Sales Cloud. We are trying to find the collection of the activity re…