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Sales
Discussion List
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Custom Object named "Projects" not visible as subtab on sales Lead standard object details page.Content Dear all, I created a custom object named "projects" and made a relationship between sales lead and it (1:M), and then add that custom object as a subtab on a sa… -
Users are getting the error "The value of the attribute team member isn't valid"Users are getting the error "The value of the attribute team member isn't valid" while creating Accounts in the Oracle Fusion CX Sales Cloud Service application. Please … -
How to change the domain of the notifications that are sent through the workflow.Summary: We are using the sales cloud workflow to send emails to contacts. Content (please ensure you mask any confidential information): When a sales opportunity change…
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Can I submit Import Geographies for all countries in one go in oracle cloud?Summary: Can I submit Import Geographies for all countries in one go in oracle cloud? I want to submit import geographies process for all countries in one go. Can this b…
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BI Publisher - Roles to Cancel Scheduled Job ReportWe are trying to cancel/delete an active scheduled job report. What are the roles we need to have the privilege to cancel the report job?
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Workspace does not display recent changes in Account OwnerUpdates made to the Account Owner are visible on the Team page, but these changes are not appearing in the workspace area. Has anyone else seen such behavior and perhaps…
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How to export unified Sandbox metadata?Summary: Is there a way to export the list of all the sandboxes in an environment along with creator, creation date, Modified date, et., or is there any REST API to get …
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How Oracle AI model predicts the Similar Accounts?Summary: I have been trying to configure a "Similar Accounts" model as per the below documentation: https://docs.oracle.com/en/cloud/saas/sales/fadsi/create-a-similar-ac…
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I am not able to see email communication under activity panel of AccountSummary: I am not able to see email communication under activity panel of Account Content (please ensure you mask any confidential information): I want to track email ac…
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Prevent Outlook invites to attendees via Bi-Directional syncSummary: Enable Bi-Directional sync between CX Sales & Outlook for Appointments but prevent Outlook invites from getting sent to attendees. Is there way to enable this u…
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Read Document Record Attributes values from an Attachment and create recordsSummary: In Oracle Sales Cloud is there any option to read .Xlsx file data and create records in custom Object. Content (please ensure you mask any confidential informat… -
Sales Module to Redwood SalesGood day, We are looking into the differences between Sales and Redwood Sales to relay this to our end users. We have enabled Redwood sales in our lower instance however…
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Do you know how can I get the email of Reporting Manager from the Resource User Information section?Summary: Do you have an idea on how can I get the email of reporting manager in the resource user information section under Manage Users? I am using the table jtf_rs_rep…
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Inquiring about whether BOs are enabled for CRM Application Composer & Trading Community ModelHi team, I want to inquire whether BOs are enabled for the following products in the audit report: -CRM Application Composer -Trading Community Model Thanks and best reg…
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Need to Create Data Model for Account and Contact change history tabSummary: We need to create Create Data Model for Account and Contact change history tab. But we could not find any Table to create it. Does we have tables to create repo…
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How to create custom Child object under Custom object in Application composer?I created a Custom Object under standard object Account in Application Composer. Now i need to create one more child object under my Custom Object. In Application compos…
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Contact Engagement Level Sales Insights FeatureSummary: Hi All, I am trying to enable and utilize one of the AI features listed under Sales Insights, Contact Engagement Level in Oracle Sales Cloud in Demo Application…
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How to create Machine Learning Model for any Object (Apart from Accounts)Summary: I am trying to create a custom Machine Learning Model for the contact object but system is providing me just two use cases: Account Deduplication Similar Accoun…
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REST API for Sales Person CreationHello, We have a requirement to convert existing user into a sales person automatically. Do we have a REST API available to identify resource as a sales person in organi…
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Item create and update events for CRMHi, we need to implement an integration on OIC which listens to the create/update events of a CRM product. We found in the documentation the "item create event" and the …
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Creation Date Field Not Populating Data in Redwood UI Create PageSummary: Hello all, There is a field called Creation Date in the Classic UI create page, and we are trying to replicate it on the Redwood UI creation page as well, but s…
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Using Count Function in Custom ObjectHello, I have an inquiry about using the "Count" function in the expression builder for a custom object. The case is explained below: I have created a custom object name…
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Digital Sales vs Redwood SalesSummary: We have enabled Digital Sales in Jan-24. I believe this is purely specific to Sales. As we have Redwood Sales too which gives much more visibility, for instance…
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Is it possible to add links or icons to the UI that map to external sites?For example, on the General Accounting tab, add links that will navigate users directly to a bank's homepage. The idea being that finance users could use this imbedded l… -
How to check who modified a reportSummary: we have a folder containing sub folders and custom reports, we notice that its last modified date are same in all file. we are thinking that maybe it's from bac…
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What are the necessary tests that need to be completed to enable the geography hierarchySummary: We recently incorporated changes to the geography structure by including 'State' and adding 50 states for the United States in the Geography Hierarchy. The proj…
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Can i edit seeded geography in Manage Geography?Summary: Hi! I'd like to change some of the country names in the geography i've received from "Loqate" (Geography Provider). for example "Türkiye" to "Torkey" for Data M… -
total record count from SOAP callSummary: 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 enable table HZ_PARTIES_ (field AUDIT_CHANGE_BIT_MAP_) in oracle fusionSummary: 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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Table name for the Users, Resources and PersonSummary: I am attempting to assign a resource role to a user who is already in the system, but I am unable to do so. I would like to check the table to see if the user h…