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Sales
Discussion List
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Can we change the OOTB email template for appointmentsSummary: We are trying to create appointment and adding a contact and clicking on create button, appointment is getting created and Contact is getting the email, but we … -
Provide Approval from emailUse Case: Our VPs need to approve or reject requests, sent from Lead object. They need to take action directly from their email without logging into the CX application. …
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Reporting capabilitieHi Team, Posting this on behalf of Customer. We have a business requirement to generate a monthly SET Score Card for each Sales Representative, capturing performance met…
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which role is required in fusion to create ESS jobSummary: 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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Sales performance metrics availability ootb in CX SalesHi Team, Creating this on behalf of the customer to re-verify We have a requirement from the customer to implement the following solutions: SCOT: A custom object under A…
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how to enable search based on custom DCL fields in adaptive searchWe can see there is already a question raised for it, We have enabled custom DCL for search in configure adaptive search but the field is still not showing in search…
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can I purge all CDM sales account data?Summary: I am looking to remove all sales account data from Oracle Fusion Customer Data Management (active and inactive). I want to reset all the account data but leave …
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User Text Interface does not differentiate label from different objectsSummary: Hi, I need to change a label for a standard field "Primary Contact", only for Opportunity object, in PT-BR, so I though I could use UIT to do that. The problem … -
Why does this code not updating the Contract (Recordname) FieldSummary: I am trying to update a field called Conract (RecordName) via the onFieldValueChangeCallbackChain. The RecordName sets a new value as per console logs but it is…
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How to deactivate partner users once enrollment is expiredHi, How can we deactivate partner users associated with an partner account for which partner enrollment is set as expired ? Do we have any Out of the box options ?
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What is the exact expected behavior of Adding a postal code or other geographic data into the hierar1. Will this user entered data get removed with each quarterly update? 2. If we create a zipcode that eventually comes with a future release from loqate, will it create …
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Scheduling a Process on Business Days OnlyHi, We have a requirement from the client to schedule the process "Schedule Custom Groovy Object Functions" only on business days. Is there a way to do this? Thank you, …
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How to remove some section in Appointment Edit pageSummary: We notice that there are some section in Appointment Edit page, but some of them are not necessary., how we can remove that, also is there away we can add in th…
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Sales Intelligence Feature Enablement – Data Thresholds and Data SufficiencyHi I’m currently in the process of enabling Sales Intelligence features in Oracle Fusion Sales, and I’ve run into a bit of a challenge. Out of the 11 available features,…
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Why there is no Events for Custom Objects in Visual Builder StudioSummary: We imported our custom objects to VBS but I notice that there were NO Events included. Only Action Chain are present. Do they have the same purpose? I tried to …
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Issue when trying to add same competitor twice to an OpportunitySummary: We have defined Line Of business(FCL) at competitor level and in many occurences one competitor is associated to multiple line of business. And when we select t…
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Role / Privilege for Deleting Accounts in Redwood UIHello I have created a custom role that should be able to create, edit and delete accounts in redwood sales. The creation and editing works fine, however the deletion do…
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Not able to set revenue line revenue currency from opty header using groovySummary: Need to convert the Opportunity Revenue lines currency values based on the Currency change on the Opportunity header. Content (please ensure you mask any confid…
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Deploying Extension from different environmentSummary: We have 2 development environments (dev1 and dev2), 1 test and 1 prod. We have VBS Sales redwood change in dev1, and we also have VBS SCM redwood change in dev2…
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Sales Manager Custom Group is not available in Access GroupsWe have a custom job role, and is assigned to 2 users. We are trying to copy the object rules to from the standard Sales Manager Group to the Sales Manager Custom Group.… -
Where to modify the 'Create' and 'Edit Call Log'Summary: I Need to Modify the Create and Edit layouts of the Call a Log Activity. I am looking in the Activity, Account and Contact object but I can't see where to modif…
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How to retrieve Web Activity records exported from Eloqua?Summary: How to retrieve Web Activity records published from Eloqua in CX Sales? Content (please ensure you mask any confidential information): We've implemented Marketi…
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How to search implicit term/word in support.oracle.com?Summary: Hi, since the support site was updated to the new Redwood theme, it became awfully terrible to search on knowledge base. I want to search an error when trying t…
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Contacts Synched in Outlook Cannot be DeletedSummary: Contacts (tagged as Shared with Oracle) keeps re-appearing in User's Outlook (My Contacts) even after the contacts are deleted in Oracle backend via Graph API. …
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Running duplication identification between Account and ContactSummary: Is it possible to run duplication identification in Oracle Fusion Cloud Applications Customer Data Management between Account/Organization records and Contact/P…
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why can I not find HQBranchIndicator in configure adaptive searchSummary: Currently, in our CX Sales Redwood environment, i'm looking to add HQBranchIndicator as a Column on the 'my accounts' saved search. As such, i'm enabling this f…
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Is it possible to configure multiple attachment sections with user-based visibility in Sales?Hi everyone, We are expanding the use of the Attachments field in the Account object within Oracle CX Sales, integrating it more deeply into our internal support workflo…
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Update the Generate Win story Layout with custom layoutSummary: When we generate a win story it gets saved in comments fields and length of comments field is 2000 characters. As per the doc "https://docs.oracle.com/en/cloud/…
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MFA interfering with REST API Calls?Summary: We just noticed Oracle is pushing all authentication of fusion platforms to its single sign on page, and starting to use MFA. We also noticed it is interfering …
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Attachment Limitations and Visibility Control on Account ObjectSummary: Hi everyone, We are expanding the use of the Attachments field in the Account object within Oracle CX Sales, integrating it more deeply into our internal suppor…