Feature Kits
- CX Sales Mobile App for a Modern Mobile Experience
- Smart Lists for a Personalized Sales Experience!
- Actionable Infolets for effective and efficient task-based processes
- Use Access Groups to simplify access to segmented business data
- Office 365 Outlook Add-In for a Modern Inclusive CX Sales Experience
- Workspace for Fast and Easy Access to CX Sales and B2B Service!
- Import and Export Management for faster and easier data loading
- News Feed layout provides a fast home page and improved user experience
Sales
Discussion List
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Fetch 3 level object data using GET APISummary Fetch 3 level object data using GET APIContent Hi Team, We have below 3 level objects relationships. These objects are linked with 1-M relationships. Now, using … -
Account Object Workflow TriggerContent How to get notified to sales administrator whenever a new account record is created. I know we need to use the Workflow and Even point is when record is created.…
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Oracle Address Verification Cloud Service - CDMSummary Oracle Address Verification Cloud Service - CDMContent Hi all, "verify address" button in profile page Account: where does this tool get the information to do ad… -
CX / OCI – Here’s What’s Cool about Recommendations in CX Content, 27 August 2020, 10 a.m PT - SubmContent Submit your questions for the Sales – Here’s What’s Cool about Recommendations in CX Content session to have them answered during the live event. Post your quest… -
Coloring a field in OSC based on valueSummary Is it possible in OSC to color a field based on the value.Content Hello Everyone, we are looking for a way to color a field based on the value populated inside, … -
Is it possible to run a schduled process through webserviceSummary is it pssibke to run Import Sales Products from PIM Data Hub process trhough api callVersion 20a
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How to update Custom LOV value based on Role for other it should be readonlyContent We have Custom field as Car and LOV Values are Petrol, Diesel, Gas. Only Sales Administrator Role should Update the LOV values for a custom field and for rest of…
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Trigger for Cancel buttonSummary We're looking for a trigger that we can use to mirror the Cancel button in Oracle Sales Cloud.Content We want to mirror the Cancel button functionality. Upon sea…
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Sales – Best Practices: Transitioning to Import Management Framework, 13 August 2020, 8 a.m PT - SubContent Submit your questions for the Sales – Best Practices: Transitioning to Import Management Framework session to have them answered during the live event. Post your… -
Inserting Sales Products upon creating LeadsSummary We want to create Sales Product upon creation of Sales Lead.Content We want to create a Sales Product upon creation of Leads. Since we cannot add a product group…
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Reverting back to lead from an converted opportunitySummary Is it possible to revert back from converted opportunity to leadContent Hi, Is it possible to revert back to lead for a converted opportunity. We have some oppor…
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Getting Null pointer ExceptionContent Here is the requirement: 1. The Opportunity start date cannot be after the Opportunity End date 2. The Opportunity End date cannot be before the Opportunity Star…
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Removing Refresh button on Analytics Section in OSCSummary After login in, we want to automatically refresh the Analytics section in OSC.Content After login in, we want to automatically refresh the Analytics section in O…
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How to send email from Groovy script and using/selecting email Templates ?Summary How to send email from Groovy script and using/selecting email Templates ?Content How to send email from Groovy script and using/selecting email Templates? We ha…
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Workspace publish takes 14+ hoursSummary Is it expected?Content Hi, Every time we make a change in workspace (e.g. enable an attribute), it takes long time (14+ hours) to complete publish. Is it expecte… -
Limitation - Resource Users RESTSummary cannot update Resource Role AssignmentsContent Hi, In the Resource User REST API (/crmRestApi/resources/11.13.18.05/resourceUsers), PATCH/POST/DELETE are not sup…
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Sample file for ResourceUser.csvSummary Sample file for ResourceUser.csvContent Hi Team, I need to upload existing employees as resources. Is there any sample ResourceUser.csv available? Also, can some…
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Roles for OSN AdminContent Hi, Please suggest the role or configuration required to be OSN Administration User. Thanks -
Tasks not shown in BPM worklistSummary Tasks not shown in BPM worklistContent Hi, I have tasks assigned but when I navigate to BPM worklist not able to find anyone. Is there any setup/configuration ne…
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Edit Pages in Visual BuilderSummary Available on 20B?Content Hi, I saw the attached screen in 20B extension document. Do we have any pages enabled for VB Studio extension? Thanks, Adam
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OR operator in REST API for GET operationSummary OR Operation in GET REST APIContent Hi There, I am implementing a REST API GET to fetch the contact data from contact object. Trying to use "or" operator in GET …
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Text field value Disappearing/VanishingSummary Text field value Disappearing/VanishingContent Hi All, There is a text field in the opportunity record in which on entering the value in the text box the value w…
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Phone available for Resource Object in CSA?Summary Phone available for Resource Object in CSA?Content Hi, I don't see phone field listed in resource object in CSA. Please refer to the attached screen for details.…
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BUG? - Resource role update in Manage User taskSummary Known bug?Content In Manage User task, if I update resource role for a user, a new role is added to JTF_RS_ROLE_RELATIONS. This is what happens - If user A has r…
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How to import the custom Child object for multiselect choicelistSummary to update the multi-select choice list fieldsContent Hi, I want to import a custom object record to update the multi-select Choice list but import is failing.I t…
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Eloqua vs Responsys integrated with CX Sales CloudSummary Differences between Eloqua and Responsys integrated with CX Sales CloudContent Hi all, Do you know the differences between Eloqua and Reponsys integrated with CX…
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Need confirmation - Impersonation/Proxy UserSummary Does it support SSO?Content Hi All, Can you confirm if Impersonation supports SSO? Here is what I observed, If I login with FA local pwd, I can use 'switch to' t…
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How to create dropdown field for knowledge articleSummary Dropdown field for a knowledge articleContent Hello, As per customer requirement they wanted to show a LOV field on knowledge articles. How can we create a dropd… -
Sales – CX Sales 20C-D Updates for CDM and Platform, 23 July 2020, 8 a.m. PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 20C-D Updates for CDM and Platform session to have them answered during the live event. Post your questions by pos…
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Quick Import Macros Files (32 and 64 Bit versions of Excel )Summary Quick Import MacrosContent The macros are a learning tool and not meant to be used for day to day transactional imports or the import of large volumes of data. T…