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Sales
Discussion List
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How to convert groovy script from app composer to Visual Builder readable codeSummary: On the actions and links section of the app composer, we are using groovy script to fetch the URL from custom object. I tried to use the code directly on create… -
How can I add custom panels (Custom and Standard Object) to Account ObjectSummary: I am currently migrating layouts of Account object from classic UI to Redwood UI. One of the component are the subtabs (panels on VBS). Is there a clear documen…
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Can you create a related section for the child custom object under a parent custom object?Summary: We are trying to create a experience that minimize the click of creating child object records after the parent object record is created. Parent Object: intake f…
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How can I set up a way to limit what products customers can purchase (or even see)?I sell to over 50 customers consistently. I have 6 brands internally that I sell to these customers and each brand has the products segmented into Finished Goods or Serv…
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How to customize rollup card fragment under Account Summary PanelSummary: Is there any documentation available to achieve below item from the link https://community.oracle.com/customerconnect/discussion/818126/customer-summary-panel-c…
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Audit trail for Custom Object in Sales applicatonSummary: Hello Can we enable audit trail for custom objects ? I dont the see custom object in list of Objects in 'Manage Audit Policies' Content (please ensure you mask …
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How to get primary contact details of Partner in SQLSummary: Hi, I am working on partner object to get primary contact details of partner. not possible to get in SQL. Need to get 1.primary Contact Name 2. primary contact …
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Sales Restricted UserSummary: Sales Restricted User - Not able to query/view opportunities Content (please ensure you mask any confidential information): Hi, I have created a new user as Con…
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Making Product Selection mandatory on Lead Creation Pages in CX Mobile applicationSummary: In CX Mobile application, we want to make the product selection mandatory while creating a Lead. We do not want this to be mandatory for Web application users, …
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Groovy to query only Contacts but not user recordsHi All, I have actually written a code to query the Contact object based on email. But the query is also searching for user records with that email and returning the res… -
How can end user reset personalization?Summary: How can the end user reset personalization changes themselves? Content (please ensure you mask any confidential information): Referring to the Sales Implementat…
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Save and Continue not available when creating a record from subtabSummary: We noticed save and continue is not an available button if you try to create a record through a sub tab. Is this something we can enable? See screenshot, you ha…
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How to create a Quick Action to open the Create Record for a Custom ObjectSummary: We created a Custom Object called "Milestones" and we are looking to create a quick action so users can quickly create a milestone object directly from the home…
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Updating the Party Name in resource fileSummary: Hello, We have a situation where several users were initially set up with extra spaces between their first and last name. It looks like the issue has been corre…
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Are there any Table that stores load errors and messagesHi Team, We want to know that, are there any tables in Oracle that stores load errors and messages. Any insights or suggestions would be greatly appreciated. Thanks, Anu…
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Is it possible to restrict the CDM Custom fields being accessible from Manage Customers page?Summary: After implemented CDM , we were able to view and update the CDM Custom fields from the Manage Customers page and Manage Supplier's page. Is there any possible s…
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Need Duplication identification User Batches Created for Action table details in Oracle CDMNeed Duplication identification User Batches Created for Action table details in Oracle CDM
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Should I need to have Sales Catalog to run Import Sales Products from PIM Data Hub?Summary: I set the job "Import Sales Products from PIM Data Hub" When we use this job, should I implement Sales Catalog? Content (please ensure you mask any confidential…
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Active User Permissions and Roles ReportHello Please we need to obtain a list of the active users that exist in Engagement: https://ccxe.login.us6.oraclecloud.com/ and what permissions or roles each one has, w…
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Create Dynamic Choice list based on Opportunity Line Item ProductsSummary: Can we create a dynamic choice list to show a list of products that are on the opportunity line items for a custom object related to the opportunity object. Con…
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Is it possible to select items from PIM to CX sales catalog when it synced with job?Summary: I set the schedule to run the job "Import Sales Products from PIM Data Hub". However, is it possible to select which items are imported from PIM? Content (pleas…
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Queue Concept for deal registration ObjectSummary: For the deal registration object, can we have the same queue concept as Service Request object. Requirement: The requirement is to assign the deal registrations…
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Rejected - Error on table HZ_IMP_RELSHIPS_T, column START_DATESummary: We have Dev and Test environments. I am loading the same file in both environments. In Dev I am getting below error: Rejected - Error on table HZ_IMP_RELSHIPS_T…
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REMINDER: CX Solution Overview Demos this Week!Register today for our CX Solution Engineering led Solution Overview Demos this week on February 19th & 20th across our Marketing & Sales Unification, Revenue Transforma… -
Snippet Field Not in Adaptive Search ConfigurationIs the Snippet field available in Adaptive Search Configuration? Can it be disabled? If so, do you know the name of the field in the Adaptive Search Configuration?
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How to make Recurring revenue editable if Recurring quantity cannot be edited and vice versa?When I enter the Recurring Quantity on the Opportunity Line Item, the Recurring Revenue field should no longer be editable. When I enter the Recurring Revenue on the Opp…
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fetch product image in RTF Template BIP ReportSummary: How to fetch and show the product image in RTF template Content (please ensure you mask any confidential information): We are trying to fetch the product image …
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Modify the BPM Notification EmailWe have setup a simple BPM Approval for the Lead Object in Oracle CX Sales, we have a requirement to modify the content of the notification delivered to the users
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How can we access the Manage Daily Rates in groovy scriptHello Team, We have a requirement in our current implementation like we need to convert the a currency value to different currency based on the Manage Daily Rates stored…
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Privilege to access data in Manage usersSummary: Which privilege enables access data in manage users? We need to create a custom role to enable data access in Manage users task (Users and Roles) We understand …