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Sales
Discussion List
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Query activities on a date range using Rest APIGood morning, We want to validate whether one of our collaborators has an activity or not in a date range using Rest API of for Sales and Fusion Service in Oracle Fusion… -
Enable Audit Logs in Change HistoryContent Hi, After enabling change history tab how to enable audit logging for the changes done in the records of leads and opportunities. Thanks -
Redwood for CX RoadmapSummary: I was wondering, has the Roadmap for Redwood in CX been released please? Content (please ensure you mask any confidential information): Version (include the ver… -
How do I enable the import of empty records in CDM without getting an error?Summary: I'm trying to import a CSV file in CDM with just the header and no records. The file is semicolon separated, and I tried to import it with just a semicolon in i… -
Does delegation of approval in BPM workflow in Cx cloud will consume HCM License?Hello, We are trying to enable delegation of approval when sales manager goes on vacation, we are using Employee - Role Name & ORA_PER_EMPLOYEE_ABSTRACT- Role Code will …
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Not able to remove Duty role from Custom Sale Rep roleSummary: Hi, We have custom role called. outside sales rep role. its copy of sale rep. From custom role i need to remove duty role call HZ_PARTY_INFORMATION_INQUIRY_DUTY…
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CX Sales Extension - Import an App UI to a new projectHello, I had previously created an App UI for another CX Sales Extension project and wanted to reuse it in a new project. However, when I attempt to use the "Navigate To…
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How can I view or export the information of a deleted lead?I need to see the information of some leads in Oracle Sales Cloud that have been deleted, I have tried to get this information through SQL, POSTMAN, EXPORTS, but I see t…
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How to automatically synchronize new products added to Inventory Product Master in Oracle CX Sales?Summary: Whenever a new item enters to the Item Master Organization in Inventory, this two following processes can be automatically scheduled to synchronize the new item…
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How to hide a field using Page composer base on a certain condition?Summary: I am trying to hide a field (Sourcing mechanism) via page composer base on the Intent condition. Enter an expression to test the returned value- when I say Inte…
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How to add Help hint defination to fields at layout level.Summary: We want to show help text for one field in opportunity. Content (please ensure you mask any confidential information): In opportunity we have one requirement to…
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VBCS activationSummary: Can someone please guide me to review and enable the setups on how to activate and subscribe (if not already) to VBCS in Fusion from the setup and maintenance a…
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Data recovery in case data deletion by mistakeHi, We need to check on the methods/options available for data recovery/system restoration in case of any deletion caused due to unintentional data/table deletion in Ora… -
how to map data from lead qualification question to custom fields in lead page oracle sales cloudSummary: lead qualification Content (please ensure you mask any confidential information):lead Qualification Version (include the version you are using, if applicable):O…
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Groovy code to create an Opportunity Partner using the data of Partner record from another Opty recSummary: I have a requirement to create an Opportunity partner record in an Opportunity based on the Opportunity Partners already added in a different Opportunity. Conte…
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Redwood Sales UI - could not load data status 400 errorSummary: Content (please ensure you mask any confidential information): Hi, I couldn't find any assistance for an error that comes in redwood sales UI. This is coming on…
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Dynamic filtering of products based on PricebookSummary: Dynamic filtering of products under revenue lines of an opportunity based on Price books Content (please ensure you mask any confidential information): Navigati… -
NGS - How to auto-populate address related fields based on Bill to value?Summary: We have to auto-populate Postal code, Country, State city based bill to DCL field but unable to apply cx picker on bill to field as source object is address. we…
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How to remove the ALL option from a Multiselect Fixed Choice List (FCL)Summary: How to remove the ALL option from a Multiselect Fixed Choice List (FCL) Is there a way to remove the "All" option from the custom Multiselect Fixed Choice List … -
API to achieve hard delete of Party data from CDMHello, Is there a way to achieve hard delete of party data from CDM. For example, customers created need to be deleted through APIs/batch If there any insights on this, …
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How to update parent object header layout and panels after executing smart actionSummary: We have one custom object and there is one smart action Update owner. After updating the owner through smart action parent layout doesn't get updated instantly.…
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Is there a way to edit customize contextual action 'from address book' in mobile?Summary: In CX Sales Mobile Contacts object, 'from address book' actions didn't pass all information from mobile. Content (please ensure you mask any confidential inform…
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How To Import/Export AbscessImplementation Project and Configuration Packages functional setup manager -
Requirement to have Localized server in IndiaSummary: Requirement to have Localized server in India Content (please ensure you mask any confidential information): Business requires a Local copy of Data server in In…
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inventory id of product groupSummary: Where do I find the inventory id of a duplicate product? Content (please ensure you mask any confidential information): Version (include the version you are usi…
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Sales Reporting - to Excel including detailed product line itemsSummary: We are looking to be able to get reports in Excel that show opportunities by sales rep by close date by Forecast status that include the detailed line items inc…
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How to remove "Create Call Report" from Actions List under Activitites in WorkspaceSummary: How to remove "Create Call Report" from Actions List under Activitites in Workspace We don't use this option and would like to remove it from the list. I have h…
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How to Restrict a user to search all contacts ?Hello , we are implementing Oracle Sales and B2B Service Cloud , and we would like to restrict a user to search for all contacts. he should be able to find a contact onl…
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What functions and roles privileges to users manage account notesSummary: Some users don't have access to manage account notes, I tried to find a policy in this link: https://docs.oracle.com/en/cloud/saas/sales/oaslm/Sales_Administrat…
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What is the difference between crmRestApi vs fscrmRestApi?What is the difference between crmRestApi vs fscrmRestApi?