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Sales
Discussion List
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How to make all fields visible for CX Sales for Microsoft 365?Some of the standard fields cannot be searched in the Available Fields and be added on the Details page. How to make all fields available? -
can we insert data into database directly instead of hitting an endpoint url from webserviceSummary: In sales cloud do we have provision to insert real time Opportunity data into database directly instead of hitting an endpoint url from webservice? whenever an …
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how to use EDLC to to download the attachment filesSummary: We need export PDF doc from Custom object. Content (please ensure you mask any confidential information): Version (include the version you are using, if applica…
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ESS Job to change Resource User names based on changes in Manage Name FormatsSummary: Hello, We perform a change on CONCAT_NAME_DEF in Manage Name Formats by removing the Middle Name in the format layout. We were able to successfully save the con…
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Is there a way to enable attachments on notes object?On the notes object under accounts, is there a way we could enable attachments?
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Is there a way to email Dashboards on otbi agent?Summary: I have a couple simple dashboards that I would like to send as a singe excel sheet to managers instead of sending them 3 emails with each page. Is that possible…
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How to change Account DCL Search and Select on Activity to match other objectsSummary: I'm unsure on how to update the Account DCL field Search and Select on Activity. It does not look like other objects. (see screenshot 1). I have another environ…
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List all opportunities via APISummary: List all opportunities created using API Content (required): De momento necesitamos hacer una consulta de todas las oportunidades a través de API, en la documen…
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How to hide/eliminate a section in the page layoutSummary: In the Lead page in CX there is a section that i need to eliminate or hide, when i try to modify the page layout of Lead, that section is not there to eliminate…
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Unable to get field values in Before delete Trigger.Our requirement is whenever account team member is deleted , delete it from the related opporunities team as well We wrote a code on Sales Account-> Sales Account Resour…
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How to add sites to an existing Customer AccountSummary: How to add sites to an existing Customer Account Content (required): How to add sites to an existing Customer Account Version (include the version you are using…
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Restrict Lead or Opportunity Currency by Business UnitIn our application, different Business Units need to use multiple different currencies when creating Sales Leads or Opportunities. We use multi-currency, and load daily …
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Defaulting the dashboard filterSummary: We have a dashboard which includes prompt as well, which is built based on custom subject areas with lead , opportunity , activity and custom object data. we de…
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project number not generated through opportunity pageSummary: While creating an opportunity and selecting create project checkbox, the project number should be auto populated after selecting the project template but we rec…
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How to send additional item attributes from PIM to CX Sales?Summary: We have product setup in PIM that have additional attributes (DFF's). Can we send these additional item attributes from PIM to CX Sales as part of the standard …
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How to Integrate Sales Accounts with PayablesSummary: Hello Team, we have a requirement to integrate sales accounts with oracle payables to generate invoices and do the payments. could you please let us know the pr…
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JBO-27023, JBO-25014 ERRORSHello, JBO-27023: Failed to validate all rows in a transaction. JBO-25014: Another user has changed the row with primary key oracle.jbo.Key[300000655378776]. We are seei…
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Integration of Opportunity to external app via web serviceSummary: There is a need to POST an opportunity ID to the external app via API after clicking save. Does this need to go through OIC or can be direct from Webservices an…
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How to setup different schedules on the same BICC datastoreIn BICC (OSC Sales Cloud) , I want to have two extracts of a datastore e.g. CrmAnalyticsAM.OpportunityAM.Revenue going to two destinations for different reporting use ca…
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Can we translate the custom error and validation error messgaesSummary: we are using 2 languages in the system ,so when it comes to translate from English to Arabic all the standard fields & error messages are coming automatically. …
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Opening the Text field link in a new tab obieeSummary: In OBIEE , I have a text field and which contains a URL. I made it to clickable from data format. When we choose the data format as html hypertext it started wo…
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Oracle sales mobile app - Around me FunctionalitySales users are using "Around Me" functionality in Oracle sales mobile app to to do Office Stops at customer offices and they are reporting that when they click on "Get …
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Error when increasing limit in get rest call Sales Order for Account in CXSummary: Content (please ensure you mask any confidential information): We try to get all the sales order data present in Order Management (OM) for customer account in C…
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Error in Common Lookup Migration APISummary: We are trying to migrate common lookup from source instance to target instance via oracle provided /xmlpserver/services/ExternalReportWSSService . There are tot…
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Mass update of custom fields in Assets object for more than 500 records in NGS UISummary: Our customer has requirement of updating dates in Assets, sometimes they need to update for more than 500 lines. It is difficult to update each Asset from syste…
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In NGS in the Oracle Sales for Outlook panel, I want to be able to see the Subject or Title to editSummary: For tracking appointments, we have a naming convention that we use internally that we don't want to have visible externally in the calendar invite. With the lat…
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REST API for Sales and Fusion Service - incomplete response when using expand optionSummary: Rest api being used: REST API for Sales and Fusion Service in Oracle Fusion Cloud Customer Experience Documentation for the endpoint being followed: https://doc…
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Owner LOV display behavior for Opportunity and Custom ObjectSummary: Hi, I'd like to confirm the system expected behavior on 23D for Owner LOV on Opportunity and Custom Object - If I have inactive (end-dated) and active resources… -
Not able to update the 'Origin' (LeadOrigin) field on Leads Details pageSummary: Standard 'Origin' field is not updateable on Leads details page Content (please ensure you mask any confidential information): We are trying to update the value…
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Address Format specifically for CX Sales?Summary: Is there a way to setup the Address Format (i.e. Style = Postal Address) but only for Accounts and Contacts in CX Sales, without impacting HCM and ERP? Content …