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Sales
Discussion List
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How to delete a single contact among Multiple contacts from Account using an APISummary: Hi All, I am trying to delete a contact which is Under an Account Site. I need to delete only a single site even if there are multiple sites under the same acco… -
How to get Account Number & Site Number in Customer DetailsSummary: Hi, I am trying to fetch Account Number & Site Number details from Finance to CX Customer details. In this picture Red color was Customer Number in CX & Blue co…
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REST API for Party numberSummary: Hi I am looking for Rest API for getting Party number of specific customer. Regards Mayur Content (please ensure you mask any confidential information): Version…
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Is it possible to convert a User account (not a Person record) into a Resource?Summary: Is it possible to identify a User (created directly from Security Console and is not a Person record) as a Resource? Content (please ensure you mask any confide…
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How can we get approval on Appointments (Monthly Schedule)The sales team needs to create a monthly schedule (appointments with different accounts/customers) and get it approved by management. After approval, sales representativ…
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What are the privileges, child roles required for Sales Read Only access?Summary: Hi All, We have seeded Sales Read Only role, but that is not providing access to Sales objects such as Accounts, Contacts, Lead and Opportunity. Content (please… -
How does the currency conversion for currency type field work? for Sales application.We're running an analysis in our BI catalog on a custom object in our staging environment. The analysis shows a custom field: Amount, field type: currency - the field is…
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How does CREATED_BY_MODULE = 'ZCM' created?How to replicate this CREATED_BY_MODULE = 'ZCM' in Relationship? I tried doing 1. a. Drill down to account b. Navigate to Contacts subtab c. Search and Add Contacts d. C…
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Does the Sales REST API support semantic versioning?I was wondering if the Fusion Sales/Service Cloud REST APIs support semantic versioning, and also what the backward and forward compatibility policies are. I'm concerned… -
How was RELATIONSHIP_CODE = 'BOARD_MEMBER_OF' created?How was RELATIONSHIP_CODE = 'BOARD_MEMBER_OF' created? Is it related to CREATED_BY_MODULE = 'ZCM'?
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Send Email smart action for Custom objectSummary: We want Send Email smart action for custom object in redwood. This smart action is available for standard object. If we refer the configuration for standard sen…
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How to get number of records created (SFA/CPQ) in realtime without impact performance?Summary: We need to know how we can get the number of records created in the last 5 minutes for the objects Service Request, Quotes and Orders. Content: This information… -
Is there any way to enable Inline Editing of Records Displayed in Lists for records from Workspace?Summary: We have a Customer requeriment, to Enable Inline Editing of Records Displayed in Lists for records. So we have followed the next documentation: https://docs.ora…
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Sales CX - Clicking on Bell Icon in CX is navigating to classic Page instead of Redwood pageSummary: I've employed the below code to trigger a notification to the approver when a Lead in Sales CX is submitted for Approval. When the approver click on Bell notifi…
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Custom attributes are not visible for Manage survivorship rules taskSummary: I'm trying to use custom attribute in manage survivorship rule task for set master record but the custom attributes are not available for selection whereas orac…
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Need to show the translations in other languages for Action Plans, Actions and ActivitiesSummary: We need to show the translations for Action Plans and related Actions and for the Activities related to the Sales Method of an Opportunity when a uses choose to…
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CRM team will be doing a soft mass deletion of accounts, can this increase the system performanceWe are having ~970K party IDs in OSC and we are planning to deactivate ~100K to 120K We will be soft deleting these records, so that they will not be available/visible f…
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Partner page subtabs not accessible directlySummary: Hi Team, When logged in as a Partner user and clicked on Partners icon on the homepage should navigate directly to the Overview subtab skipping the read only pa…
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Need to call an object function from global function in CX Sales - how?Summary: Use a global function to call and pass data to an object function Content (please ensure you mask any confidential information): Hi all, I'm driving myself nuts…
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Image in ColumnHi, I selected the image in the column properties but when I run the report it is showing up. below is the blank space where the image should have visible which is not s… -
I would like to calculate the driving distance between 2 addresses in miles.Summary: I have the Latitude and Longitude available for both addresses. Is there a way to do this directly in groovy? I have seen the answers to this similar question s…
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Mapping CX.Account to FIN.Account instead of FIN.OrganizationSummary: Account hierarchy is different on Oracle ERP Cloud (FIN) and Oracle Sales Cloud (CX) Content (please ensure you mask any confidential information): We are imple…
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Update orig_system_reference on hz_parties tableSummary: Hi, We have recently created some parties using the customer load. We had used incorrect orig_system_references. These need to be corrected. Can you please reco…
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23D New Feature - SUMMARY OF CALLS TO LOG, ALLOWING USERS TO ENTER MEETING NOTES AND OUTCOMESummary: Hello, we just had our development environments upgraded to 23D and we saw the new feature (SUMMARY OF CALLS TO LOG, ALLOWING USERS TO ENTER MEETING NOTES AND O…
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Error: Publishing of another product group is in progress. Try again later. (QSC-375009)Summary: Currently, we are experiencing the following issue as a result of concurrent runs for Lock and Publish. Normally, the system takes 24 hours to release on its ow… -
update Customer DFF through webserviceHi, I am creating organization and then creating customer account associated with the organization. .../foundationParties/CustomerAccountService?wsdl The technical team …
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Import data into the flexfield "HZ_RELATIONSHIPS" through FBDI for some OrganizationsSummary: We created a new flexfield HZ_RELATIONSHIPS and we would like to update some organizations by importing data in this flexfield through FBDI Content (please ensu…
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How to Disable DCL AutofillSummary: I would like to disable to capability of being able to type in a DCL field and have it produce results, e.g. in a Primary Contact DCL field on Lead, if I type t…
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How to send reminder notifications to the owner of activity daily?Summary: Hi Team, We need to send reminder notifications to the owner of activity daily until the activity is completed. Is there any standard solution to achieve this? …
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CX Object and Database Mapping SpreadsheetSummary CX Object and Database Mapping SpreadsheetContent Do we have a mapping sheet for standard object/attribute and DB table/column? For customer object/attribute, I …