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Sales
Discussion List
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How to implement AI for SalesSummary: How to implement these two features of AI for Sales Opportunities and guided selling: 1. Opportunity win probability 2. Opportunity Recommended actions Content …
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Can We Create User Tables in the CDM area?Summary: Can we create a user defined table in the CDM area? We need custom information that ties back to the Customer Account Content (please ensure you mask any confid…
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Why does adf.error.warn only show on save and close?Summary: Using a custom error warning, it only shows on the save and close records, not on the save action. Content (required): Using a custom error warning, it only sho…
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webhook events with B2B Fusion Sales/Service cloudSummary: How to consume an event in B2B Fusion Sales/Service cloud from webhook ? Content (please ensure you mask any confidential information): Version (include the ver…
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Need to restrict the salesperson from updating the Address on the Account type ZCA_CustomerSummary: Hi, We have a business requirement where we would like to restrict the Sales team from updating the addresses for the Account type 'Customer' ( SalesProfile = Z…
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Embed Map in Contacts sub tabHi, I need to have custom sub tab in contacts page to locate the address say with post code (UK) or zip code (US) Kindly assist on the customization please Thanks
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Documentation on how to implement Custom Territory Dimension: Using Extension DimensionHello, Everyone. I would like to seek for your Expertise regarding Territory Setup for CX Cloud. I have some experience on configuring Territory Dimensions especially fo…
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Is there a feature readily available to Copy text from a field to Clipboard via Groovy Script?We're trying to copy a URL from a field to user's clipboard. Is there a feature readily available to do this via groovy script? I checked Idea Lab and I cannot find any …
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Routines are scheduled for Daily but they are not running, but able to run manually.Summary: We are updating the Custom field value in Lead using Routines and the Routine is scheduled on daily basis , but it is not running until go and run manually why?…
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Limit Custom Object record visibility using field equals to Current user accountSummary: Can not use custom fields to control data access previlege for Custom Objects. In ERP and SCM cloud application Content (please ensure you mask any confidential…
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Can I purge the Customer Site data?Product - Oracle Fusion Cloud Applications 23C (11.13.23.07.0) Issue - I have purged few accounts which are wrongly merged in the system but the "Customer site" for thos…
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How to change task in Business Process FlowSummary: How to change to use SerialBusinessValidationApproval from SerialGivenUserNameApproval in Business Process Flow Content (required): I copied one business proces…
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SQL script to query customer site level bank account numberSummary: Looking for below two sql script to Get customer site level bank account number Get customer site number Content (please ensure you mask any confidential inform…
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TCA feature update: Address CPUI (Common Party User Interface) change to filter alternative namesSummary: The current Address CPUI functionality supports displaying alternative names for the Geography elements (e.g. city, state, county, etc) We are providing a bette…
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What are the roles needs to enable Account creation only for few usersSummary: Currently, we have to removed the Account Creation for all the users, now we want to give the creation access to some users only so what privilege's/roles needs…
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Does Oracle provide an API to retrieve the site count?Summary: 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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CPQ Quotes in OpportunityHi, Is there way to link and display all CPQ quotes using an API in custom tab in the opportunity screen please Thanks
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Schedule Object WorkflowHi, How can I schedule object workflow to run every Friday at 11 PM. Thanks
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We want to create new lookup value in Activity TypeSummary: We want to create new lookup value in Activity Type. For that we have created a lookup in Manage Standard Lookups for this Lookup Type (ZMM_ACTIVITY_TYPE). We h…
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Sales campaings are going to disappear from OSC?Summary: I have been trying to review the documentation of the sales campaigns section, but I can't find any specific documentation for this section. Some weeks ago I ma…
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Not able to find documentation on 'ENABLE USER CONTEXT FOR SERVICE REQUEST' 23C new featureSummary: No documentation on the 23C new feature 'ENABLE USER CONTEXT FOR SERVICE REQUEST' Content (required): We were going through the 23C patch update new features do…
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REST API for custom object not accessible in application composerHi, I have created a custom object in application CRM Cloud. The REST API for the custom object are not visible. When clicked on either Service or Describe link, it take…
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How to increase resulted row data limit in BIP data modelSummary: We have created a custom BIP data model and when we are trying to view data it is showing "ORA-01795: maximum number of expressions in a list is 1000" Content (…
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How to remove resources in activity using script in Oracle Sales Cloud?Summary: Hi Team, We need to remove a resource from activity resources using groovy script in Oracle Sales Cloud. We are trying to find the collection of the activity re…
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Create a routine and run itSummary: Create a routine and run it Content (required): Hi, I have created a routine and would like to run it. How can I do this? Thank you. Version (include the versio…
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Customer Relationship Management Application Administrator job roleSummary: Why does the Customer Relationship Management Application Administrator job role able to access the Setup menu of other Offerings? Content (please ensure you ma…
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Configuration for ‘Restrict All’ Access for Accounts and ContactsSummary: Questions about the steps in the document: Configuration for ‘Restrict All’ Access for Accounts and Contacts for New and Existing Environments on Update 22B (Do…
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You can make the Qualifications in Leads non-editable, for the Sales representative roleThe client wants to make the lead qualifications for some roles non-editable. This is possible?
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REST API to create resourceSummary /crmRestApi/resources/11.13.18.05/resourcesContent Hi, Like the standard Manage Resources task, we'd like to create resource with person party of 'employee', and…
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Can we create an org chart of contacts in Oracle Sales B2B?Summary: We have a requirement to create an org chart of our contacts that are added into our CRM. Our sales team found another tool that can do this, but we need to do …