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Sales
Discussion List
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Automate Bid Review Process in Oracle Fusion CX SalesSummary: Requesting support to automate the bid review process by implementing: Approval workflows based on project range. Conditional routing based on product type. Not… -
Moved: Selection list modification auditThis discussion has been moved. -
WhatsApp Integration - CX SalesSummary WhatsApp Integration - CX SalesContent Hi all, Is there a native integration between WhatsApp and Oracle CX Sales v20C? I need to integrate them for the automati… -
Audit trail for Custom Object in Sales applicatonSummary: Hello Can we enable audit trail for custom objects ? I dont the see custom object in list of Objects in 'Manage Audit Policies' Content (please ensure you mask …
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Groovy to query only Contacts but not user recordsHi All, I have actually written a code to query the Contact object based on email. But the query is also searching for user records with that email and returning the res… -
Deeplink for Activities in RedwoodBasically we are sending email notification to users about the activities being assigned to them, from email we want to bring them directly to this particular activity i…
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Is it possible to restrict the CDM Custom fields being accessible from Manage Customers page?Summary: After implemented CDM , we were able to view and update the CDM Custom fields from the Manage Customers page and Manage Supplier's page. Is there any possible s…
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CX Sales add-in for Microsoft Outlook 365 QuestionsSummary: We have a couple questions/potential bugs pertaining to the functionality of CX Sales add-in for Microsoft Outlook 365. Since Support usually requires us to mak…
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Video: Workspaces, Branches and SandboxesWorkspaces, Branches and Sandboxes: Understanding workspaces, branches and sandboxes in your extension https://videohub.oracle.com/embed/secure/iframe/entryId/1_8gxd9uci… -
NGS - How to enable Add Contact and add Resource in activity Create and Edit Layout?Summary: We have Assignee and contact child objects of activity object. we need option to add contact and add resources to particular activity. But we are not seeing any…
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Configure Adaptive Search - Cancel Process and Schedule as another userSummary: The processes under 'Setup and Maintenance' - 'Configure Adaptive Search' is scheduled to run as a user that has been deactivated. This process keeps on failing…
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Passed parameter goes as null when calling BI Report from groovy scriptSummary: Trying to call BI report from groovy script, but the parameter is going in as null Content (required): I am passing the parameter in the payload but it is going…
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RSSP Change in User Interface in upcoming quaterly updates(25A onwards)Summary: Our Customers has got the notification We strongly encourage you to transition to the News feed layout now using the following steps: Login as a user with Admin…
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Filter Reason Won/Lost by StageContent Has anyone found a way to filter the Reason Won/Lost values based on the sales stage? For example, I just want to display the reason's WON when the stage = Won a… -
why custom fields changes are not reflected under activitiesSummary: Hi Team, In Opportunity we have created custom fields and enabled it in Audit policy to track the change history, In Classic UI We are able to see the change hi… -
Can you create a related section for the child custom object under a parent custom object?Summary: We are trying to create a experience that minimize the click of creating child object records after the parent object record is created. Parent Object: intake f…
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Need to only copy configuration from one instance to another while doing environment refreshSummary: Hi, We have current environment wherein we have configured the system and also imported many data of Opty, customer, Contact etc. Now we are opting for a new en… -
How to get the user resource roles using Groovy ScriptSummary: Hi, We want to send email notification to manager when partner contact is created in Partner object. but how to get resource role of user in groovy to check in …
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Default after login pageSummary: After login into the application, I should see Leads home page. Content (please ensure you mask any confidential information): How to default a specific page af…
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Understand how Oracle is handling Special Characters and Non-english CharactersHello, We want to know how oracle is handling special characters and non-english characters. Also how these special characters and non-english characters are being store…
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Enable Non-Sales Employees to Collaborate with Sales Teams in Oracle CX SalesCurrently, Oracle CX Sales limits team member additions to users with specific sales-related roles. However, our organization requires the ability to add non-sales emplo…
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How to transfer same attachment from one object to another objectSummary: Hi, We have attachment in one custom object now we need to move same attachment to another custom object. Please help how we can achieve Content (please ensure …
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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… -
How to fetch contact email and phone number before the contact is deleted using REST API in GroovyHi Team, We have a requirement to store contact email/phone number whenever the contact is deleted. We are able to capture details if the contact is deleted using Delete…
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How can end user reset personalization?Summary: How can the end user reset personalization changes themselves? Content (please ensure you mask any confidential information): Referring to the Sales Implementat…
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Assessments not showing up on Accounts, Leads, Opty on Redwood UISummary: Assessment is not seen as a Panel or subtab for Accounts, Leads and Opportunities on Redwood UI Content (please ensure you mask any confidential information): O…
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How to limit global search results for specific Party usages - Sales CloudSummary: Limit global search results for specific Party usage records Content (please ensure you mask any confidential information): Hi, We have a requirement to not lis… -
Is there a way to view the most recent user connections?Summary: I am looking for a way to find recent user connections to the application Content (please ensure you mask any confidential information): Is there a way to valid…
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Restrict the salesperson so that he can see only his account.Summary: Requirement is salesperson can be search or see only his own accounts or where he is the owner not others. So to restrict the salesperson so that he can see onl…Shubham Majithia 42 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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Is there a permission that allows users to modify change historySummary: Can anyone tell me if there is a permission that might allow someone to modify a change history? If there is such a permission we want to make sure that no one …Carol Schiffler 13 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle